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Portfolio (Quarterly) Guide ↗

Centerpoint Advisory Group

· CIK 0002054093
13F Portfolio $158M AUM 117 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 33 Added 37 Reduced 3 Exited
Page 6 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCCO SOUTHERN COPPER CORP Basic Materials 1,423.0 $248K 0.16% +12.0 +0.8% $174.26 +20.4%
102 GEV GE VERNOVA INC Utilities 211.0 $248K 0.16% NEW $1174.86 -22.4%
103 FXO FIRST TR EXCHANGE-TRADED FD 3,920.0 $245K 0.15% $62.46 +6.1%
104 GS GOLDMAN SACHS GROUP INC Financial Services 234.0 $237K 0.15% NEW $1011.37 +2.2%
105 SYFI AB ACTIVE ETFS INC 6,520.0 $233K 0.15% -50.0 -0.8% $35.72 -0.0%
106 PLTR PALANTIR TECHNOLOGIES INC Technology 1,990.0 $232K 0.15% -574.0 -22.4% $116.67 +59.7%
107 UNP UNION PAC CORP Industrials 842.0 $229K 0.14% $272.00 +13.0%
108 XLK SELECT SECTOR SPDR TR 1,200.0 $229K 0.14% NEW $190.52 -2.5%
109 UNH UNITEDHEALTH GROUP INC Healthcare 547.0 $227K 0.14% NEW $415.63 -5.5%
110 REGL PROSHARES TR 2,418.0 $221K 0.14% $91.57 +2.2%
111 IWM ISHARES TR 732.0 $220K 0.14% NEW $300.45 -1.6%
112 RPG INVESCO EXCHANGE TRADED FD T 3,325.0 $212K 0.14% NEW $63.85 -10.6%
113 J P MORGAN EXCHANGE TRADED F 3,384.0 $204K 0.13% NEW $60.16
114 JNJ JOHNSON & JOHNSON Healthcare 798.0 $203K 0.13% NEW $253.97 +5.5%
115 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 22,682.0 $113K 0.07% -29K -56.5% $4.99 +3.8%
116 GEVO GEVO INC Basic Materials 54,000.0 $81K 0.05% $1.50 +11.3%
117 MAIA MAIA BIOTECHNOLOGY INC Healthcare 15,730.0 $23K 0.01% $1.44 -7.6%
Page 6 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 50.2%
Financial Services 14.7%
Consumer Cyclical 8.8%
Healthcare 5.5%
Industrials 5.4%
Energy 5.2%
Communication Services 4.3%
Consumer Defensive 4.0%
Basic Materials 0.7%
Real Estate 0.6%