Centerpoint Advisory Group

CIK

2054093

Location

Overland Park, KS

Portfolio Value

Micro $42,389,252

Diversification

Diversified

Filing Date

Global Rank

#6,683 / 8,232 ▲ 161

Top Industry

Semiconductors 24.0%

3Y Alpha vs SPY

-3.9%

Period ended 2 months ago

Filed Apr 29, 2026 · 45d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+18.0%

SPY

+23.4%

Annualised alpha

-3.9%

Max drawdown

−22.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

49 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.9%

+0.3 pts

Top 5

45.7%

−0.8 pts

Top 10

61.6%

−1.0 pts

HHI

608

Diversified−12

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.1%	$19,551,846	12
Financial Services	15.7%	$6,653,507	9
Consumer Cyclical	9.2%	$3,887,337	3
Energy	6.4%	$2,731,462	3
Healthcare	5.0%	$2,102,948	5
Industrials	4.8%	$2,040,905	6
Communication Services	4.7%	$1,978,004	3
Consumer Defensive	4.5%	$1,908,747	3
Unclassified	2.1%	$885,376	2
Basic Materials	0.9%	$390,196	2
Real Estate	0.6%	$258,924	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	+1,345	2,564	$375,061
MMM	3M Co	+743	2,660	$386,311
BRK-B	Berkshire Hathaway Inc	+582	2,219	$1,063,344
NVDA	Nvidia Corp	+359	38,611	$6,733,758
VRT	Vertiv Holdings Co	+256	1,586	$397,419
ASML	Asml Holding NV	+90	349	$460,969
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+34	966	$326,459
CVX	Chevron Corp	+30	6,463	$1,337,194
AVGO	Broadcom Inc.	+20	8,336	$2,580,075
SCCO	Southern Copper Corp/	+10	1,411	$242,776
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
FSCO	FS Credit Opportunities Corp.	−9,948	52,131	$265,868
FSK	FS KKR Capital Corp	−2,300	41,296	$420,393
NOW	ServiceNow, Inc.	−1,225	2,190	$228,964
AAPL	Apple Inc.	−1,030	20,431	$5,185,183
ABT	Abbott Laboratories	−700	2,148	$220,535
BLK	BlackRock, Inc.	−200	944	$907,854
XOM	Exxon Mobil Corp	−120	2,739	$464,698
META	Meta Platforms, Inc.	−75	1,215	$695,137
NFLX	Netflix Inc	−70	6,350	$610,552
TSLA	Tesla, Inc.	−50	1,351	$502,234
GOOGL	Alphabet Inc.	−50	2,338	$672,315
CAT	Caterpillar Inc	−50	695	$492,379
ANET	Arista Networks, Inc.	−40	1,706	$209,462
SPY	Spdr S&P 500 ETF Trust	−37	339	$220,465
HD	Home Depot, Inc.	−30	3,183	$1,046,856
AMZN	Amazon Com Inc	−20	11,227	$2,338,247
QQQ	Invesco Qqq Trust, Series 1	−20	1,152	$664,911
MSFT	Microsoft Corp	−14	5,390	$1,995,216
COST	Costco Wholesale Corp /New	−10	816	$813,086
LLY	ELI LILLY & Co	−3	370	$340,314
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
DELL	Dell Technologies Inc.	1,400	$229,782
MRK	Merck & Co., Inc.	1,812	$217,965
UNP	Union Pacific Corp	842	$204,286
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
BX	Blackstone Inc.	1,597	$246,161
CBSH	Commerce Bancshares Inc /Mo/	4,534	$237,309
SMCI	Super Micro Computer, Inc.	7,538	$220,637
PGR	Progressive Corp/Oh/	950	$216,334
EMR	Emerson Electric Co	1,604	$212,882
BSX	Boston Scientific Corp	2,151	$205,097
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 positions · $42,389,252 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	38,611	+359	$6,733,758	−5.6%	15.89%
AAPL	Apple Inc. Technology	Reduced	20,431	-1,030	$5,185,183	−11.1%	12.23%
AVGO	Broadcom Inc. Technology	Added	8,336	+20	$2,580,075	−10.4%	6.09%
JPM	Jpmorgan Chase & Co Financial Services	Held	8,579	0	$2,523,598	−8.7%	5.95%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,227	-20	$2,338,247	−9.9%	5.52%
MSFT	Microsoft Corp Technology	Reduced	5,390	-14	$1,995,216	−23.7%	4.71%
CVX	Chevron Corp Energy	Added	6,463	+30	$1,337,194	+36.4%	3.15%
ABBV	AbbVie Inc. Healthcare	Held	5,987	0	$1,302,112	−4.8%	3.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,219	+582	$1,063,344	+29.2%	2.51%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,183	-30	$1,046,856	−5.3%	2.47%
OKE	Oneok Inc /New/ Energy	Held	10,284	0	$929,570	+23.0%	2.19%
BLK	BlackRock, Inc. Financial Services	Reduced	944	-200	$907,854	−25.9%	2.14%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	2,323	0	$906,922	−16.7%	2.14%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	816	-10	$813,086	+14.2%	1.92%
WMT	Walmart Inc. Consumer Defensive	Held	5,921	0	$735,861	+11.6%	1.74%
META	Meta Platforms, Inc. Communication Services	Reduced	1,215	-75	$695,137	−18.4%	1.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,338	-50	$672,315	−10.1%	1.59%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,152	-20	$664,911	−7.6%	1.57%
NFLX	Netflix Inc Communication Services	Reduced	6,350	-70	$610,552	+1.4%	1.44%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,351	-50	$502,234	−20.3%	1.18%
CAT	Caterpillar Inc Industrials	Reduced	695	-50	$492,379	+15.4%	1.16%
XOM	Exxon Mobil Corp Energy	Reduced	2,739	-120	$464,698	+35.1%	1.10%
ASML	Asml Holding NV Technology	Added	349	+90	$460,969	+66.4%	1.09%
BAC	Bank Of America Corp /De/ Financial Services	Held	9,208	0	$448,890	−11.4%	1.06%
FSK	FS KKR Capital Corp Financial Services	Reduced	41,296	-2,300	$420,393	−34.9%	0.99%
AXP	American Express Co Financial Services	Held	1,364	0	$412,582	−18.2%	0.97%
VRT	Vertiv Holdings Co Industrials	Added	1,586	+256	$397,419	+84.4%	0.94%
MMM	3M Co Industrials	Added	2,660	+743	$386,311	+25.9%	0.91%
PLTR	Palantir Technologies Inc. Technology	Added	2,564	+1,345	$375,061	+73.1%	0.88%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,491	0	$359,800	+0.8%	0.85%
DE	Deere & Co Industrials	Held	613	0	$345,302	+21.0%	0.81%
LLY	ELI LILLY & Co Healthcare	Reduced	370	-3	$340,314	−15.1%	0.80%
WFC	Wells Fargo & Company/Mn Financial Services	Held	4,159	0	$331,097	−14.6%	0.78%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	966	+34	$326,459	+15.3%	0.77%
AMD	Advanced Micro Devices Inc Technology	Held	1,573	0	$319,995	−5.0%	0.75%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,345	0	$279,881	−0.3%	0.66%
FSCO	FS Credit Opportunities Corp. Financial Services	Reduced	52,131	-9,948	$265,868	−32.0%	0.63%
IRM	Iron Mountain Inc Real Estate	Held	2,535	0	$258,924	+23.1%	0.61%
SCCO	Southern Copper Corp/ Basic Materials	Added	1,411	+10	$242,776	+21.7%	0.57%
DELL	Dell Technologies Inc. Technology	NEW	1,400	NEW	$229,782	NEW	0.54%
NOW	ServiceNow, Inc. Technology	Reduced	2,190	-1,225	$228,964	−56.2%	0.54%
ABT	Abbott Laboratories Healthcare	Reduced	2,148	-700	$220,535	−38.2%	0.52%
SPY	Spdr S&P 500 ETF Trust	Reduced	339	-37	$220,465	−14.0%	0.52%
MRK	Merck & Co., Inc. Healthcare	NEW	1,812	NEW	$217,965	NEW	0.51%
CMI	Cummins Inc Industrials	Held	400	0	$215,208	+5.4%	0.51%
ANET	Arista Networks, Inc. Technology	Reduced	1,706	-40	$209,462	−8.4%	0.49%
UNP	Union Pacific Corp Industrials	NEW	842	NEW	$204,286	NEW	0.48%
GEVO	Gevo, Inc. Basic Materials	Held	54,000	0	$147,420	+36.5%	0.35%
MAIA	MAIA Biotechnology, Inc. Healthcare	Held	15,730	0	$22,022	−8.5%	0.05%