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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
Page 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CMI CUMMINS INC Industrials 400.0 $215K 0.16% $538.02 +18.7%
102 ANET ARISTA NETWORKS INC Technology 1,706.0 $209K 0.16% -40.0 -2.3% $122.78 +21.0%
103 REGL PROSHARES TR 2,418.0 $209K 0.16% -580.0 -19.4% $86.41 +2.3%
104 FGD FIRST TR EXCHANGE-TRADED FD 6,516.0 $208K 0.16% NEW $31.93 +6.2%
105 UNP UNION PAC CORP Industrials 842.0 $204K 0.15% NEW $242.62 +9.6%
106 SHLD GLOBAL X FDS 2,845.0 $202K 0.15% NEW $70.84 -9.1%
107 GEVO GEVO INC Basic Materials 54,000.0 $147K 0.11% $2.73 -37.7%
108 MAIA MAIA BIOTECHNOLOGY INC Healthcare 15,730.0 $22K 0.02% $1.40 -8.6%
Page 6 of 6  ·  108 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 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%