Centerpoint Advisory Group
CIK
2054093
Location
Overland Park, KS
Portfolio Value
Micro
$19,551,846
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 · 46d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 46.1% | $19,551,846 |
| Financial Services | 15.7% | $6,653,507 |
| Consumer Cyclical | 9.2% | $3,887,337 |
| Energy | 6.4% | $2,731,462 |
| Healthcare | 5.0% | $2,102,948 |
| Industrials | 4.8% | $2,040,905 |
| Communication Services | 4.7% | $1,978,004 |
| Consumer Defensive | 4.5% | $1,908,747 |
| Unclassified | 2.1% | $885,376 |
| Basic Materials | 0.9% | $390,196 |
| Real Estate | 0.6% | $258,924 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
12 positions ·
$19,551,846 total
· Technology only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 1,706 | $209,462 | 1.07% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 2,190 | $228,964 | 1.17% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 1,400 | $229,782 | 1.18% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 1,573 | $319,995 | 1.64% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 966 | $326,459 | 1.67% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 2,564 | $375,061 | 1.92% | |
| ASML |
Asml Holding NV
Technology
|
Added | 349 | $460,969 | 2.36% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 2,323 | $906,922 | 4.64% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,390 | $1,995,216 | 10.20% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 8,336 | $2,580,075 | 13.20% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 20,431 | $5,185,183 | 26.52% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 38,611 | $6,733,758 | 34.44% |