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Portfolio (Quarterly) Guide ↗

Centerpoint Advisory Group

· CIK 0002054093
13F Portfolio $133M AUM 108 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 29 Added 37 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SOXX ISHARES TR 1,441.0 $474K 0.36% NEW $328.66 +59.8%
2 SCIO FIRST TR EXCHANGE-TRADED FD 13,886.0 $287K 0.22% NEW $20.64 -0.6%
3 DELL DELL TECHNOLOGIES INC Technology 1,400.0 $230K 0.17% NEW $164.13 +54.1%
4 MRK MERCK & CO INC Healthcare 1,812.0 $218K 0.16% NEW $120.29 -3.7%
5 FGD FIRST TR EXCHANGE-TRADED FD 6,516.0 $208K 0.16% NEW $31.93 +6.2%
6 UNP UNION PAC CORP Industrials 842.0 $204K 0.15% NEW $242.62 +9.6%
7 SHLD GLOBAL X FDS 2,845.0 $202K 0.15% NEW $70.84 -9.1%

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 45.7%
Financial Services 15.1%
Consumer Cyclical 9.1%
Communication Services 8.1%
Energy 6.4%
Healthcare 4.9%
Industrials 4.8%
Consumer Defensive 4.5%
Basic Materials 0.9%
Real Estate 0.6%