SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Sharper & Granite LLC

CIK 0001959415 · 400 CONTINENTAL PLAZA, SUITE 600, EL SEGUNDO, CA, 90245 · 3104262909

Reported Value
$227M
Q4 2024
Positions
102
Filings on Record
14
2019–present window
Filed
Jan 14, 2025
original filing

Summary

Sharper & Granite LLC reported $227M in U.S.-listed holdings across 102 positions for Q4 2024.

Its largest position, XLC, represents 18.2% of the portfolio.

Compared with Q3 2024, the fund opened 3 new positions and exited 4.

Portfolio Metrics

Turnover
+4.7%
vs prior filed quarter
Top-10 Concentration
+84.8%
share of reported value
Largest Position
+18.2%
Select Sector Spdr Tr
New / Exited
3 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $150MQ4 ’22Q1 ’23: $167MQ2 ’23: $174MQ2 ’23Q3 ’23: $172MQ4 ’23: $193MQ4 ’23Q1 ’24: $207MQ2 ’24: $210MQ2 ’24Q3 ’24: $224MQ4 ’24: $227MQ4 ’24Q1 ’25: $242MQ2 ’25: $263MQ2 ’25Q3 ’25: $279MQ4 ’25: $284MQ4 ’25Q1 ’26: $293Mfilingsflow.com

Portfolio Composition

By security type
ETP: 94.7%Common Stock: 5.1%REIT: 0.1%
  • ETP · 94.7% · $215M
  • Common Stock · 5.1% · $12M
  • REIT · 0.1% · $289,258

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ANETARISTA NETWORKS INCNEW+9.2K9.2K+$1M$1M
ISHARES TRNEW+4.8K4.8K+$241,862$241,862
IBMINTERNATIONAL BUSINESS MACHSNEW+1.1K1.1K+$239,615$239,615
SPDR SER TRADDED+12.0K20.1K+$290,587$501,800
IAU*ISHARES GOLD TRADDED+13.8K23.7K+$681,848$1M
ISHARES TRADDED+1.3K2.5K+$268,357$530,538
ANETEURARISTA NETWORKS INCSOLD OUT2.3K0$884,321$0
ISHARES TRSOLD OUT10.8K0$158,271$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

36 positions
#IssuerClass% PortfolioValueShares
1XLCSELECT SECTOR SPDR TRSBI CONS STPLS · INDL · COMMUNICATION · SBI HEALTHCARE · FINANCIAL · TECHNOLOGY · ENERGY · SBI INT-UTILS · SBI MATERIALS · SBI CONS DISCR18.24%$41M429.8K
2VDCVANGUARD WORLD FDHEALTH CAR ETF · CONSUM STP ETF · INDUSTRIAL ETF · COMM SRVC ETF · INF TECH ETF · UTILITIES ETF · ENERGY ETF · FINANCIALS ETF · MATERIALS ETF · CONSUM DIS ETF14.50%$33M159.1K
3WISDOMTREE TRFLOATNG RAT TREA · JAPN HEDGE EQT · EUROPE HEDGED EQ · YIELD ENHANCD US · INTL SMCAP DIV · US TOTAL DIVIDND · INDIA ERNGS FD · US SMALLCAP DIVD · EMER MKT HIGH FD13.28%$30M543.1K
4VTVVANGUARD INDEX FDSTOTAL STK MKT · VALUE ETF · MCAP VL IDXVIP · SM CP VAL ETF · REAL ESTATE ETF · GROWTH ETF12.78%$29M155.7K
5ESGDISHARES TRMSCI UK ETF NEW · CORE US AGGBD ET · JPMORGAN USD EMG · EXPANDED TECH · PFD AND INCM SEC · CRE U S REIT ETF · 0-5 YR TIPS ETF · AGENCY BOND ETF · CORE MSCI EURO · ISHARES BIOTECH · MSCI USA ESG SLC · LATN AMER 40 ETF · ESG AW MSCI EAFE · IBOXX INV CP ETF · ISHARES SEMICDTR · CORE MSCI TOTAL · US HLTHCARE ETF · CORE INTL AGGR · RUS 1000 VAL ETF · SP SMCP600VL ETF10.99%$25M421.2K
6SPDR SER TRBLOOMBERG SHT TE · PORTFOLI S&P1500 · PORTFOLIO SHORT · PORTFOLIO INTRMD · S&P BIOTECH · S&P SEMICNDCTR · BLOOMBERG HIGH Y · ICE PFD SEC ETF · S&P 400 MDCP VAL · PORTFOLIO AGRGTE · PRTFLO S&P500 VL6.17%$14M386.4K
7VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD2.76%$6M80.5K
8SPDR S&P 500 ETF TRTR UNIT2.24%$5M8.7K
9J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF1.92%$4M86.5K
10VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF · FTSE PACIFIC ETF · FTSE EMR MKT ETF1.89%$4M69.7K
11NDQINVESCO QQQ TRhistory →UNIT SER 11.88%$4M8.3K
12AAPLAPPLE INChistory →COM1.69%$4M15.3K
13ESGEISHARES INCMSCI PAC JP ETF · MSCI HONG KG ETF · ESG AWR MSCI EM · MSCI EM ASIA ETF · MSCI BRAZIL ETF1.65%$4M131.0K
14VANGUARD CHARLOTTE FDSTOTAL INT BD ETF1.41%$3M65.4K
15VANGUARD MALVERN FDSSTRM INFPROIDX1.03%$2M48.4K
16BARCLAYS BANK PLCDJUBS CMDT ETN360.92%$2M64.8K
17SPDR DOW JONES INDL AVERAGEUT SER 10.82%$2M4.4K
18INVESCO EXCH TRADED FD TR IIEMRNG MKT SVRG0.72%$2M82.5K
19GBTCGRAYSCALE BITCOIN TRUST ETFSHS REP COM UT0.71%$2M21.9K
20METAMETA PLATFORMS INCCL A0.61%$1M2.4K
21IAU*ISHARES GOLD TRISHARES NEW0.52%$1M23.7K
22COSTCOSTCO WHSL CORP NEWCOM0.50%$1M1.2K
23ANETARISTA NETWORKS INCCOM SHS0.45%$1M9.2K
24PLNTPLANET FITNESS INCCL A0.38%$853,7428.6K
25MSFTMICROSOFT CORPCOM0.37%$838,7872.0K
26GILDGILEAD SCIENCES INCCOM0.24%$547,8465.9K
27SPDR INDEX SHS FDSS&P CHINA ETF0.18%$405,5785.3K
28GSGOLDMAN SACHS GROUP INCCOM0.17%$383,655670
29EXMOCEXXON MOBIL CORPCOM0.15%$351,7553.3K
30BACBANK AMERICA CORPCOM0.14%$321,7147.3K
31NFLXNETFLIX INCCOM0.14%$316,418355
32VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.14%$309,6366.5K
33PSAPUBLIC STORAGE OPER COCOM0.13%$289,258966
34IBMINTERNATIONAL BUSINESS MACHSCOM0.11%$239,6151.1K
35GOOGALPHABET INCCAP STK CL C0.10%$228,5281.2K
36CWBCCOMMUNITY WEST BANCSHARES NECOM0.09%$200,71210.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$293M107Apr 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$284M107Jan 27, 202613F-HRchanges · EDGAR ↗
Q3 2025$279M103Oct 16, 202513F-HRchanges · EDGAR ↗
Q2 2025$263M106Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$242M101Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$227M102Jan 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$224M103Oct 31, 202413F-HRchanges · EDGAR ↗
Q2 2024$210M99Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$207M96Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$193M98Jan 19, 202413F-HRchanges · EDGAR ↗
Q3 2023$172M96Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$174M98Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$167M98Apr 14, 202313F-HRchanges · EDGAR ↗
Q4 2022$150M99Jan 12, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.