Centerpoint Advisory Group

CIK

2054093

Location

Overland Park, KS

Portfolio Value

Micro $49,384,385

Diversification

Diversified

Filing Date

Global Rank

#6,964 / 8,517 ▲ 335

Top Industry

Semiconductors 26.0%

3Y Alpha vs SPY

+14.4%

Period ended 47 days ago

Filed Jul 29, 2026 · 18d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+50.4%

SPY

+27.3%

Annualised alpha

+13.8%

Max drawdown

−21.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

53 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.6%

+1.9 pts

Top 5

44.9%

−0.6 pts

Top 10

60.2%

−3.8 pts

HHI

587

Diversified+0

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	49.1%	$24,223,980	12
Financial Services	14.7%	$7,264,654	11
Consumer Cyclical	8.6%	$4,259,165	3
Industrials	5.8%	$2,874,783	7
Healthcare	5.4%	$2,648,456	6
Energy	5.1%	$2,521,825	3
Communication Services	4.2%	$2,072,878	3
Consumer Defensive	3.9%	$1,909,384	3
Unclassified	2.0%	$968,935	2
Basic Materials	0.7%	$328,971	2
Real Estate	0.6%	$311,354	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
OKE	Oneok Inc /New/	+1,500	11,784	$1,024,500
MRK	Merck & Co., Inc.	+519	2,331	$299,533
WMT	Walmart Inc.	+510	6,431	$728,375
XOM	ExxonMobil Holdings Corp	+377	3,116	$426,019
AVGO	Broadcom Inc.	+343	8,679	$3,278,492
AAPL	Apple Inc.	+215	20,646	$5,974,126
MSFT	Microsoft Corp	+170	5,560	$2,073,991
VRT	Vertiv Holdings Co	+145	1,731	$579,573
BRK-B	Berkshire Hathaway Inc	+104	2,323	$1,162,405
DELL	Dell Technologies Inc.	+75	1,475	$636,403
COST	Costco Wholesale Corp /New	+56	872	$815,729
META	Meta Platforms, Inc.	+34	1,249	$703,549
SCCO	Southern Copper Corp/	+12	1,423	$247,971
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
FSCO	FS Credit Opportunities Corp.	−29,449	22,682	$113,183
FSK	FS KKR Capital Corp	−12,634	28,662	$300,951
GOOGL	Alphabet Inc.	−4,963	2,563	$915,939
WFC	Wells Fargo & Company/Mn	−1,000	3,159	$261,059
PLTR	Palantir Technologies Inc.	−574	1,990	$232,173
JPM	Jpmorgan Chase & Co	−538	8,041	$2,632,060
ABBV	AbbVie Inc.	−215	5,772	$1,452,466
AMZN	Amazon Com Inc	−214	11,013	$2,624,838
NVDA	Nvidia Corp	−188	38,423	$7,688,058
QQQ	Invesco Qqq Trust, Series 1	−180	972	$715,780
HD	Home Depot, Inc.	−153	3,030	$1,068,620
BAC	Bank Of America Corp /De/	−138	9,070	$516,808
AMD	Advanced Micro Devices Inc	−133	1,440	$836,510
IRM	Iron Mountain Inc	−70	2,465	$311,354
CAT	Caterpillar Inc	−25	670	$713,483
ASML	Asml Holding NV	−10	339	$674,420
TSLA	Tesla, Inc.	−6	1,345	$565,707
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
GL	Globe Life Inc.	1,910	$341,278
MU	Micron Technology Inc	265	$305,886
GEV	GE Vernova Inc.	211	$247,895
GS	Goldman Sachs Group Inc	234	$236,660
UNH	Unitedhealth Group Inc	547	$227,349
JNJ	Johnson & Johnson	798	$202,668
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	25,182	$5,415,640
NOW	ServiceNow, Inc.	2,190	$228,964
ABT	Abbott Laboratories	2,148	$220,535
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 tracked positions · $49,384,385 total · filing declares 117 positions · $157,707,991 · as of Jun 30, 2026

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

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	38,423	-188	$7,688,058	+14.2%	15.57%
AAPL	Apple Inc. Technology	Added	20,646	+215	$5,974,126	+15.2%	12.10%
AVGO	Broadcom Inc. Technology	Added	8,679	+343	$3,278,492	+27.1%	6.64%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,041	-538	$2,632,060	+4.3%	5.33%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,013	-214	$2,624,838	+12.3%	5.32%
MSFT	Microsoft Corp Technology	Added	5,560	+170	$2,073,991	+3.9%	4.20%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	2,323	0	$1,772,774	+95.5%	3.59%
ABBV	AbbVie Inc. Healthcare	Reduced	5,772	-215	$1,452,466	+11.5%	2.94%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,323	+104	$1,162,405	+9.3%	2.35%
CVX	Chevron Corp Energy	Held	6,463	0	$1,071,306	−19.9%	2.17%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,030	-153	$1,068,620	+2.1%	2.16%
OKE	Oneok Inc /New/ Energy	Added	11,784	+1,500	$1,024,500	+10.2%	2.07%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,563	-4,963	$915,939	−57.6%	1.85%
BLK	BlackRock, Inc. Financial Services	Held	944	0	$907,712	−0.0%	1.84%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,440	-133	$836,510	+161.4%	1.69%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	872	+56	$815,729	+0.3%	1.65%
WMT	Walmart Inc. Consumer Defensive	Added	6,431	+510	$728,375	−1.0%	1.47%
QQQ	Invesco Qqq Trust, Series 1	Reduced	972	-180	$715,780	+7.7%	1.45%
CAT	Caterpillar Inc Industrials	Reduced	670	-25	$713,483	+44.9%	1.44%
META	Meta Platforms, Inc. Communication Services	Added	1,249	+34	$703,549	+1.2%	1.42%
ASML	Asml Holding NV Technology	Reduced	339	-10	$674,420	+46.3%	1.37%
DELL	Dell Technologies Inc. Technology	Added	1,475	+75	$636,403	+177.0%	1.29%
VRT	Vertiv Holdings Co Industrials	Added	1,731	+145	$579,573	+45.8%	1.17%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,345	-6	$565,707	+12.6%	1.15%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	9,070	-138	$516,808	+15.1%	1.05%
AXP	American Express Co Financial Services	Held	1,364	0	$461,373	+11.8%	0.93%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	966	0	$461,332	+41.3%	0.93%
NFLX	Netflix Inc Communication Services	Held	6,350	0	$453,390	−25.7%	0.92%
LLY	ELI LILLY & Co Healthcare	Held	370	0	$443,789	+30.4%	0.90%
MMM	3M Co Industrials	Held	2,660	0	$430,680	+11.5%	0.87%
XOM	ExxonMobil Holdings Corp Energy	Added	3,116	+377	$426,019	−8.3%	0.86%
DE	Deere & Co Industrials	Held	613	0	$388,844	+12.6%	0.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,491	0	$365,280	+1.5%	0.74%
GL	Globe Life Inc. Financial Services	NEW	1,910	NEW	$341,278	NEW	0.69%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,345	0	$331,165	+18.3%	0.67%
IRM	Iron Mountain Inc Real Estate	Reduced	2,465	-70	$311,354	+20.2%	0.63%
MU	Micron Technology Inc Technology	NEW	265	NEW	$305,886	NEW	0.62%
FSK	FS KKR Capital Corp Financial Services	Reduced	28,662	-12,634	$300,951	−28.4%	0.61%
MRK	Merck & Co., Inc. Healthcare	Added	2,331	+519	$299,533	+37.4%	0.61%
ANET	Arista Networks, Inc. Technology	Held	1,706	0	$289,815	+38.4%	0.59%
CMI	Cummins Inc Industrials	Held	400	0	$285,284	+32.6%	0.58%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	3,159	-1,000	$261,059	−21.2%	0.53%
SPY	Spdr S&P 500 ETF Trust	Held	339	0	$253,155	+14.8%	0.51%
SCCO	Southern Copper Corp/ Basic Materials	Added	1,423	+12	$247,971	+2.1%	0.50%
GEV	GE Vernova Inc. Industrials	NEW	211	NEW	$247,895	NEW	0.50%
GS	Goldman Sachs Group Inc Financial Services	NEW	234	NEW	$236,660	NEW	0.48%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,990	-574	$232,173	−38.1%	0.47%
UNP	Union Pacific Corp Industrials	Held	842	0	$229,024	+12.1%	0.46%
UNH	Unitedhealth Group Inc Healthcare	NEW	547	NEW	$227,349	NEW	0.46%
JNJ	Johnson & Johnson Healthcare	NEW	798	NEW	$202,668	NEW	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.