Centerpoint Advisors, LLC
Top Portfolio Positions
325 positions ·
$66,633,018 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
44,887 | $11,391,871 | 17.10% | |
| MSFT |
Microsoft Corp
Technology
|
20,983 | $7,767,277 | 11.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,304 | $5,838,618 | 8.76% | |
| NVDA |
Nvidia Corp
Technology
|
16,011 | $2,792,318 | 4.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,847 | $1,842,564 | 2.77% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,567 | $1,441,279 | 2.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,699 | $1,382,257 | 2.07% | |
| V |
Visa Inc.
Financial Services
|
4,513 | $1,364,009 | 2.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,371 | $1,356,520 | 2.04% | |
| AMAT |
Applied Materials Inc /De
Technology
|
3,957 | $1,352,463 | 2.03% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CPK
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,713 | 156 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $19,462 | 156 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,011 | 156 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $18,994 | 158 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $20,291 | 158 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,173 | 158 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $19,618 | 158 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $13,912 | 131 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $14,163 | 132 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $13,943 | 132 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $12,903 | 132 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $13,090 | 110 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $14,078 | 110 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $8,036 | 68 | Shares | Sole | 2023-01-24 | |
| No 13F history on record for this holder in this stock. | ||||||