Centerpoint Advisors, LLC

13F filer · CIK 0001733788

Reported Aug 5, 2026

Net seller this quarter

13F portfolio value$352MU.S. long equity reported on 13F

Positions33113 new · 16 closed

Net flow last quarter-$2.28MBuys minus sells

Top 10 positions weight14.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026331 positions
AAPLApple Inc.	$12.6M	3.58%	0.00%	-2.9%	Q4 2017
GOOGAlphabet Inc.	$9.92M	2.82%	Not reported	-1.4%	Q4 2017
MSFTMicrosoft Corp	$7.78M	2.21%	0.00%	-0.6%	Q4 2017
GOOGLAlphabet Inc.	$7.22M	2.05%	0.00%	-0.5%	Q4 2017
AMATApplied Materials Inc	$2.64M	0.75%	0.00%	-7.6%	Q4 2017
NVDANvidia Corp	$2.33M	0.66%	0.00%	-27.3%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$2.21M	0.63%	Not reported	+58.8%	Q4 2017
AMZNAmazon Com Inc	$2.03M	0.58%	0.00%	-3.5%	Q4 2017
VVisa Inc.	$1.53M	0.43%	0.00%	-1.1%	Q1 2018
JPMJPMorgan Chase & Co	$1.5M	0.43%	0.00%	-2.2%	Q4 2017
BRK.BBerkshire Hathaway Inc	$1.29M	0.37%	Not reported	-8.8%	Q4 2017
AXPAmerican Express Co	$1.27M	0.36%	0.00%	Not reported	Q4 2017
METAMeta Platforms, Inc.	$1.2M	0.34%	Not reported	-10.1%	Q4 2017
MUMicron Technology Inc	$1.15M	0.33%	0.00%	Not reported	Q4 2020
COSTCostco Wholesale Corp	$1.04M	0.30%	0.00%	-0.9%	Q2 2020
TMOThermo Fisher Scientific Inc.	$1.01M	0.29%	0.00%	Not reported	Q4 2017
JNJJohnson & Johnson	$1.01M	0.29%	0.00%	-5.0%	Q4 2017
ORCLOracle Corp	$990K	0.28%	0.00%	-0.5%	Q4 2017
LLYELI LILLY & Co	$980K	0.28%	0.00%	-47.9%	Q4 2017
GSGoldman Sachs Group Inc	$873K	0.25%	0.00%	Not reported	Q4 2017
ESEversource Energy	$794K	0.23%	0.00%	Not reported	Q4 2017
XOMExxonMobil Holdings Corp	$727K	0.21%	0.00%	-2.9%	Q4 2017
TJXTJX Companies Inc	$726K	0.21%	0.00%	Not reported	Q1 2018
APDAir Products & Chemicals, Inc.	$721K	0.20%	0.00%	Not reported	Q4 2017
HDHome Depot, Inc.	$674K	0.19%	0.00%	+0.1%	Q4 2017
ROKRockwell Automation, Inc	$619K	0.18%	0.00%	Not reported	Q2 2018
MAMastercard Inc	$596K	0.17%	0.00%	Not reported	Q1 2018
KOCoca Cola Co	$534K	0.15%	0.00%	+1025.7%	Q4 2017
UNHUnitedhealth Group Inc	$518K	0.15%	0.00%	Not reported	Q4 2017
ADIAnalog Devices Inc	$496K	0.14%	0.00%	-16.7%	Q2 2018
NBNNortheast Bancorp	$484K	0.14%	Not reported	Not reported	Q4 2017
SNASnap-on Inc	$482K	0.14%	0.00%	Not reported	Q4 2017
SYKStryker Corp	$472K	0.13%	0.00%	Not reported	Q1 2018
LRCXLam Research Corp	$468K	0.13%	0.00%	Not reported	Q4 2021
GLDSPDR Gold Trust	$444K	0.13%	0.00%	+0.5%	Q3 2019
QQQInvesco QQQ Trust, Series 1	$423K	0.12%	Not reported	+39.3%	Q2 2020
NXPINXP Semiconductors N.V.	$422K	0.12%	0.00%	Not reported	Q2 2021
PEGPublic Service Enterprise Group Inc	$408K	0.12%	0.00%	Not reported	Q2 2018
GEGeneral Electric Co	$406K	0.12%	0.00%	+7.4%	Q3 2021
PGPROCTER & GAMBLE Co	$376K	0.11%	0.00%	Not reported	Q4 2017
NEENextera Energy Inc	$375K	0.11%	0.00%	Not reported	Q1 2018
MSIMotorola Solutions, Inc.	$373K	0.11%	0.00%	Not reported	Q4 2017
SLViShares Silver Trust	$366K	0.10%	0.00%	Not reported	Q1 2023
FBTCFidelity Wise Origin Bitcoin Fund	$346K	0.10%	0.00%	+0.1%	Q1 2024
SPGIS&P Global Inc.	$325K	0.09%	0.00%	Not reported	Q4 2017
PMPhilip Morris International Inc.	$323K	0.09%	0.00%	-30.9%	Q4 2017
GEVGE Vernova Inc.	$313K	0.09%	0.00%	+7.7%	Q2 2024
ABBVAbbVie Inc.	$297K	0.08%	0.00%	-20.0%	Q1 2018
PEPPepsico Inc	$260K	0.07%	0.00%	+4.1%	Q4 2017
CSCOCisco Systems, Inc.	$256K	0.07%	0.00%	Not reported	Q4 2017

Q1 2026Reported May 7, 2026333 positions
AAPLApple Inc.	$11.4M	3.71%	0.00%	-1.7%	Q4 2017
GOOGAlphabet Inc.	$8.17M	2.66%	Not reported	-1.7%	Q4 2017
MSFTMicrosoft Corp	$7.77M	2.53%	0.00%	-7.2%	Q4 2017
GOOGLAlphabet Inc.	$5.84M	1.90%	0.00%	0.0%	Q4 2017
NVDANvidia Corp	$2.79M	0.91%	0.00%	-8.3%	Q2 2020
AMZNAmazon Com Inc	$1.84M	0.60%	0.00%	-6.1%	Q4 2017
LLYELI LILLY & Co	$1.44M	0.47%	0.00%	Not reported	Q4 2017
JPMJPMorgan Chase & Co	$1.38M	0.45%	0.00%	-10.5%	Q4 2017
VVisa Inc.	$1.36M	0.44%	0.00%	Not reported	Q1 2018
BRK.BBerkshire Hathaway Inc	$1.36M	0.44%	Not reported	+1.6%	Q4 2017
METAMeta Platforms, Inc.	$1.36M	0.44%	Not reported	Not reported	Q4 2017
AMATApplied Materials Inc	$1.35M	0.44%	0.00%	-13.2%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$1.21M	0.39%	Not reported	-0.3%	Q4 2017
AXPAmerican Express Co	$1.14M	0.37%	0.00%	-3.1%	Q4 2017
COSTCostco Wholesale Corp	$1.12M	0.36%	0.00%	-4.3%	Q2 2020
JNJJohnson & Johnson	$1.02M	0.33%	0.00%	-24.5%	Q4 2017
ORCLOracle Corp	$999K	0.33%	0.00%	-1.0%	Q4 2017
TMOThermo Fisher Scientific Inc.	$990K	0.32%	0.00%	Not reported	Q4 2017
XOMExxonMobil Holdings Corp	$930K	0.30%	0.00%	-5.8%	Q4 2017
TJXTJX Companies Inc	$765K	0.25%	0.00%	-1.0%	Q1 2018
ESEversource Energy	$761K	0.25%	0.00%	Not reported	Q4 2017
GSGoldman Sachs Group Inc	$730K	0.24%	0.00%	Not reported	Q4 2017
APDAir Products & Chemicals, Inc.	$714K	0.23%	0.00%	Not reported	Q4 2017
HDHome Depot, Inc.	$628K	0.20%	0.00%	Not reported	Q4 2017
MAMastercard Inc	$580K	0.19%	0.00%	Not reported	Q1 2018
GLDSPDR Gold Trust	$516K	0.17%	0.00%	-24.1%	Q3 2019
SYKStryker Corp	$493K	0.16%	0.00%	Not reported	Q1 2018
ADIAnalog Devices Inc	$477K	0.16%	0.00%	-25.0%	Q2 2018
SLViShares Silver Trust	$467K	0.15%	0.00%	Not reported	Q1 2023
ROKRockwell Automation, Inc	$449K	0.15%	0.00%	Not reported	Q2 2018
SNASnap-on Inc	$435K	0.14%	0.00%	Not reported	Q4 2017
PMPhilip Morris International Inc.	$428K	0.14%	0.00%	-24.2%	Q4 2017
NBNNortheast Bancorp	$410K	0.13%	Not reported	-2.7%	Q4 2017
PEGPublic Service Enterprise Group Inc	$407K	0.13%	0.00%	Not reported	Q2 2018
FBTCFidelity Wise Origin Bitcoin Fund	$400K	0.13%	0.00%	+33.5%	Q1 2024
NEENextera Energy Inc	$396K	0.13%	0.00%	Not reported	Q1 2018
MSIMotorola Solutions, Inc.	$390K	0.13%	0.00%	Not reported	Q4 2017
PGPROCTER & GAMBLE Co	$370K	0.12%	0.00%	Not reported	Q4 2017
SPGIS&P Global Inc.	$339K	0.11%	0.00%	-7.0%	Q4 2017
MUMicron Technology Inc	$338K	0.11%	0.00%	Not reported	Q4 2020
UNHUnitedhealth Group Inc	$337K	0.11%	0.00%	-0.4%	Q4 2017
PLTRPalantir Technologies Inc.	$335K	0.11%	0.00%	+54.3%	Q4 2020
ABBVAbbVie Inc.	$321K	0.10%	0.00%	-16.7%	Q1 2018
MOAltria Group, Inc.	$305K	0.10%	0.00%	-17.8%	Q4 2017
NXPINXP Semiconductors N.V.	$295K	0.10%	0.00%	Not reported	Q2 2021
GEGeneral Electric Co	$287K	0.09%	0.00%	Not reported	Q3 2021
PEPPepsico Inc	$286K	0.09%	0.00%	Not reported	Q4 2017
BSXBoston Scientific Corp	$251K	0.08%	0.00%	Not reported	Q1 2018
QQQInvesco QQQ Trust, Series 1	$238K	0.08%	Not reported	+32.1%	Q2 2020
DHRDanaher Corp	$237K	0.08%	0.00%	Not reported	Q2 2021

Q4 2025Reported Feb 13, 2026335 positions
AAPLApple Inc.	$12.4M	3.82%	0.00%	-0.6%	Q4 2017
MSFTMicrosoft Corp	$10.9M	3.36%	0.00%	-0.4%	Q4 2017
GOOGAlphabet Inc.	$9.09M	2.80%	Not reported	Not reported	Q4 2017
GOOGLAlphabet Inc.	$6.36M	1.96%	0.00%	Not reported	Q4 2017
NVDANvidia Corp	$3.26M	1.00%	0.00%	-8.4%	Q2 2020
AMZNAmazon Com Inc	$2.18M	0.67%	0.00%	+1.1%	Q4 2017
JPMJPMorgan Chase & Co	$1.69M	0.52%	0.00%	-0.6%	Q4 2017
LLYELI LILLY & Co	$1.68M	0.52%	0.00%	-0.8%	Q4 2017
VVisa Inc.	$1.58M	0.49%	0.00%	0.0%	Q1 2018
METAMeta Platforms, Inc.	$1.57M	0.48%	Not reported	Not reported	Q4 2017
AXPAmerican Express Co	$1.43M	0.44%	0.00%	Not reported	Q4 2017
BRK.BBerkshire Hathaway Inc	$1.4M	0.43%	Not reported	Not reported	Q4 2017
ORCLOracle Corp	$1.34M	0.41%	0.00%	+1.9%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$1.28M	0.39%	Not reported	Not reported	Q4 2017
AMATApplied Materials Inc	$1.17M	0.36%	0.00%	-7.1%	Q4 2017
TMOThermo Fisher Scientific Inc.	$1.17M	0.36%	0.00%	Not reported	Q4 2017
JNJJohnson & Johnson	$1.14M	0.35%	0.00%	-2.8%	Q4 2017
VREVeris Residential, Inc.	$1.09M	0.33%	Not reported	Not reported	Q3 2025
COSTCostco Wholesale Corp	$1.01M	0.31%	0.00%	-0.2%	Q2 2020
SKYHSky Harbour Group Corp	$897K	0.28%	Not reported	-50.0%	Q4 2024
GSGoldman Sachs Group Inc	$759K	0.23%	0.00%	Not reported	Q4 2017
TJXTJX Companies Inc	$743K	0.23%	0.00%	-0.1%	Q1 2018
ESEversource Energy	$739K	0.23%	0.00%	Not reported	Q4 2017
WMTWalmart Inc.	$725K	0.22%	0.00%	-0.6%	Q4 2017
XOMExxonMobil Holdings Corp	$700K	0.22%	0.00%	-2.5%	Q4 2017
MAMastercard Inc	$662K	0.20%	0.00%	Not reported	Q1 2018
HDHome Depot, Inc.	$657K	0.20%	0.00%	-0.2%	Q4 2017
GLDSPDR Gold Trust	$626K	0.19%	0.00%	+5.3%	Q3 2019
APDAir Products & Chemicals, Inc.	$607K	0.19%	0.00%	Not reported	Q4 2017
PMPhilip Morris International Inc.	$547K	0.17%	0.00%	Not reported	Q4 2017
ADIAnalog Devices Inc	$542K	0.17%	0.00%	-1.1%	Q2 2018
SYKStryker Corp	$527K	0.16%	0.00%	Not reported	Q1 2018
ROKRockwell Automation, Inc	$486K	0.15%	0.00%	Not reported	Q2 2018
SPGIS&P Global Inc.	$448K	0.14%	0.00%	-0.2%	Q4 2017
SLViShares Silver Trust	$441K	0.14%	0.00%	Not reported	Q1 2023
EBAYEbay Inc	$436K	0.13%	0.00%	-0.1%	Q4 2017
UNHUnitedhealth Group Inc	$413K	0.13%	0.00%	-0.7%	Q4 2017
SNASnap-on Inc	$412K	0.13%	0.00%	Not reported	Q4 2017
ABBVAbbVie Inc.	$405K	0.12%	0.00%	-0.2%	Q1 2018
PEGPublic Service Enterprise Group Inc	$404K	0.12%	0.00%	+714.4%	Q2 2018
NBNNortheast Bancorp	$390K	0.12%	Not reported	Not reported	Q4 2017
FBTCFidelity Wise Origin Bitcoin Fund	$387K	0.12%	0.00%	+97.1%	Q1 2024
BSXBoston Scientific Corp	$381K	0.12%	0.00%	Not reported	Q1 2018
PGPROCTER & GAMBLE Co	$367K	0.11%	0.00%	+218.0%	Q4 2017
MSIMotorola Solutions, Inc.	$344K	0.11%	0.00%	Not reported	Q4 2017
NEENextera Energy Inc	$343K	0.11%	0.00%	-0.8%	Q1 2018
NXPINXP Semiconductors N.V.	$326K	0.10%	0.00%	-1.0%	Q2 2021
MOAltria Group, Inc.	$324K	0.10%	0.00%	Not reported	Q4 2017
GEGeneral Electric Co	$312K	0.10%	0.00%	-1.3%	Q3 2021
DHRDanaher Corp	$286K	0.09%	0.00%	Not reported	Q2 2021

Q3 2025Reported Nov 6, 2025390 positions
MSFTMicrosoft Corp	$11.8M	3.65%	0.00%	+0.9%	Q4 2017
AAPLApple Inc.	$11.7M	3.63%	0.00%	+1.6%	Q4 2017
GOOGAlphabet Inc.	$7.05M	2.19%	Not reported	+0.2%	Q4 2017
GOOGLAlphabet Inc.	$4.94M	1.53%	0.00%	+2.4%	Q4 2017
NVDANvidia Corp	$3.56M	1.10%	0.00%	+7.9%	Q2 2020
AMZNAmazon Com Inc	$2.05M	0.64%	0.00%	+5.6%	Q4 2017
SKYHSky Harbour Group Corp	$1.97M	0.61%	Not reported	-27.3%	Q4 2024
ORCLOracle Corp	$1.89M	0.59%	0.00%	+1.9%	Q4 2017
METAMeta Platforms, Inc.	$1.74M	0.54%	Not reported	+7.6%	Q4 2017
JPMJPMorgan Chase & Co	$1.67M	0.52%	0.00%	+2.0%	Q4 2017
VVisa Inc.	$1.54M	0.48%	0.00%	+2.2%	Q1 2018
BRK.BBerkshire Hathaway Inc	$1.4M	0.44%	Not reported	+3.2%	Q4 2017
AXPAmerican Express Co	$1.29M	0.40%	0.00%	+0.8%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$1.25M	0.39%	Not reported	+1.7%	Q4 2017
LLYELI LILLY & Co	$1.21M	0.37%	0.00%	+4.9%	Q4 2017
VREVeris Residential, Inc.	$1.11M	0.34%	Not reported	New	Q3 2025
COSTCostco Wholesale Corp	$1.09M	0.34%	0.00%	+1.3%	Q2 2020
JNJJohnson & Johnson	$1.06M	0.33%	0.00%	-1.5%	Q4 2017
AMATApplied Materials Inc	$1.01M	0.31%	0.00%	+1.2%	Q4 2017
TMOThermo Fisher Scientific Inc.	$977K	0.30%	0.00%	+1.9%	Q4 2017
ESEversource Energy	$781K	0.24%	0.00%	Not reported	Q4 2017
HDHome Depot, Inc.	$775K	0.24%	0.00%	+2.0%	Q4 2017
AMTAmerican Tower Corp	$773K	0.24%	0.00%	+0.9%	Q4 2017
TJXTJX Companies Inc	$700K	0.22%	0.00%	+0.9%	Q1 2018
GSGoldman Sachs Group Inc	$687K	0.21%	0.00%	+1.5%	Q4 2017
WMTWalmart Inc.	$675K	0.21%	0.00%	+2.0%	Q4 2017
XOMExxonMobil Holdings Corp	$673K	0.21%	0.00%	-1.1%	Q4 2017
APDAir Products & Chemicals, Inc.	$671K	0.21%	0.00%	Not reported	Q4 2017
MAMastercard Inc	$660K	0.20%	0.00%	+2.9%	Q1 2018
SYKStryker Corp	$555K	0.17%	0.00%	Not reported	Q1 2018
PMPhilip Morris International Inc.	$554K	0.17%	0.00%	-1.4%	Q4 2017
GLDSPDR Gold Trust	$533K	0.17%	0.00%	Not reported	Q3 2019
ADIAnalog Devices Inc	$497K	0.15%	0.00%	Not reported	Q2 2018
EBAYEbay Inc	$455K	0.14%	0.00%	Not reported	Q4 2017
ROKRockwell Automation, Inc	$437K	0.14%	0.00%	Not reported	Q2 2018
UNHUnitedhealth Group Inc	$436K	0.14%	0.00%	+5.8%	Q4 2017
PLTRPalantir Technologies Inc.	$427K	0.13%	0.00%	-2.7%	Q4 2020
SPGIS&P Global Inc.	$418K	0.13%	0.00%	+2.5%	Q4 2017
SNASnap-on Inc	$415K	0.13%	0.00%	Not reported	Q4 2017
ABBVAbbVie Inc.	$412K	0.13%	0.00%	+5.0%	Q1 2018
MSIMotorola Solutions, Inc.	$411K	0.13%	0.00%	Not reported	Q4 2017
BSXBoston Scientific Corp	$391K	0.12%	0.00%	Not reported	Q1 2018
NBNNortheast Bancorp	$376K	0.12%	Not reported	Not reported	Q4 2017
MOAltria Group, Inc.	$372K	0.12%	0.00%	+2.3%	Q4 2017
NXPINXP Semiconductors N.V.	$345K	0.11%	0.00%	+1.0%	Q2 2021
NEENextera Energy Inc	$325K	0.10%	0.00%	+3.1%	Q1 2018
GEGeneral Electric Co	$308K	0.10%	0.00%	+2.3%	Q3 2021
DISWalt Disney Co	$294K	0.09%	0.00%	+6.6%	Q4 2017
SLViShares Silver Trust	$290K	0.09%	0.00%	Not reported	Q1 2023
MTSRMetsera, Inc.	$278K	0.09%	0.01%	New	Q3 2025

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