SEC 13F Intelligence

Managers / Q1 2026

SHARPEPOINT LLC

CIK 0002046822 · 5090 N 40TH ST SUITE 200, PHOENIX, AZ, 85018 · 4809993033

Reported Value
$168M
Q1 2026
Positions
86
Filings on Record
6
2019–present window
Filed
May 5, 2026
original filing

Summary

Sharpepoint LLC reported $168M in U.S.-listed holdings across 86 positions for Q1 2026.

Its largest position, Ishares Tr, represents 5.2% of the portfolio.

Compared with Q4 2025, the fund opened 7 new positions and exited 5.

Portfolio Metrics

Turnover
+12.4%
vs prior filed quarter
Top-10 Concentration
+34.6%
share of reported value
Largest Position
+5.2%
Ishares Tr
New / Exited
7 / 5
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. 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 ’24: $111MQ4 ’24Q1 ’25: $114MQ1 ’25Q2 ’25: $97MQ2 ’25Q3 ’25: $111MQ3 ’25Q4 ’25: $167MQ4 ’25Q1 ’26: $168MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 55.6%ETP: 29.7%ADR: 5.1%Other: 3.8%REIT: 3.0%Other: 2.8%
  • Common Stock · 55.6% · $93M
  • ETP · 29.7% · $50M
  • ADR · 5.1% · $8M
  • Other · 3.8% · $6M
  • REIT · 3.0% · $5M
  • Other · 2.8% · $5M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SEAGATE TECHNOLOGY HLDNGS PLNEW+10.4K10.4K+$4M$4M
WISDOMTREE TRNEW+25.4K25.4K+$4M$4M
TPDSOMNIGROUP INTERNATIONAL INCNEW+5.0K5.0K+$366,791$366,791
OLNOLIN CORPNEW+7.5K7.5K+$223,213$223,213
MODMODINE MFG CONEW+1.0K1.0K+$218,010$218,010
COSTCOSTCO WHOLESALE CORPORATIONNEW+211211+$210,247$210,247
DFTXDEFINIUM THERAPEUTICS INCNEW+10.0K10.0K+$189,000$189,000
ENTREPRENEURSHARES SERIES TRADDED+25.2K38.8K+$381,523$654,521

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

Holdings — Q1 2026

46 positions
#IssuerClass% PortfolioValueShares
1ISHARES TR20 YR TR BD ETF · US AER DEF ETF7.13%$12M115.2K
2GLOBAL X FDSGLOBAL X SILVER · GLB X MLP ENRG I · NASDAQ 100 COVER4.43%$7M170.7K
3LLYELI LILLY & COhistory →COM4.31%$7M7.9K
4PIMCO ETF TRMULTISECTOR BD3.77%$6M241.6K
5GEVGE VERNOVA INChistory →COM3.67%$6M7.1K
6SPDR SERIES TRUSTSTATE STREET SPD3.34%$6M98.9K
7NVDANVIDIA CORPORATIONhistory →COM3.32%$6M31.9K
8AVGOBROADCOM INChistory →COM3.21%$5M17.4K
9WISDOMTREE TRJAPN HEDGE EQT · EMER MKT HIGH FD3.14%$5M50.5K
10WDCWESTERN DIGITAL CORPhistory →COM2.96%$5M18.3K
11SEAGATE TECHNOLOGY HLDNGS PLORD SHS2.43%$4M10.4K
12AMZNAMAZON COM INChistory →COM2.41%$4M19.4K
13GOOGLALPHABET INChistory →CAP STK CL A2.37%$4M13.8K
14SPINNAKER ETF SERIESSELECT STOXX EUR2.31%$4M95.0K
15LHXL3HARRIS TECHNOLOGIES INChistory →COM2.27%$4M11.0K
166RJ0ROCKET LAB CORPhistory →COM2.13%$4M55.5K
17TSMTAIWAN SEMICONDUCTOR MANUFAChistory →SPONSORED ADS2.02%$3M10.0K
18TAT&T INChistory →COM1.90%$3M109.9K
19VUGVANGUARD INDEX FDShistory →GROWTH ETF1.87%$3M7.2K
20TSLATESLA INChistory →COM1.87%$3M8.4K
21LMTLOCKHEED MARTIN CORPhistory →COM1.82%$3M5.0K
22BPBP PLChistory →SPONSORED ADR1.66%$3M59.3K
23PRPERMIAN RESOURCES CORPhistory →CLASS A COM1.63%$3M128.5K
24EATON VANCE TAX-MANAGED BUY-COM1.63%$3M199.9K
25CLSCELESTICA INChistory →COM1.56%$3M9.3K
26MSFTMICROSOFT CORPhistory →COM1.45%$2M6.6K
27EQIXEQUINIX INChistory →COM1.45%$2M2.5K
28SELECT SECTOR SPDR TRSTATE STREET CON1.39%$2M28.3K
29RIORIO TINTO PLChistory →SPONSORED ADR1.37%$2M24.6K
30METAMETA PLATFORMS INChistory →CL A1.36%$2M4.0K
31WMBWILLIAMS COS INChistory →COM1.36%$2M31.2K
32HTGCHERCULES CAPITAL INChistory →COM1.25%$2M142.5K
33NNENANO NUCLEAR ENERGY INChistory →COM1.20%$2M98.0K
34NOBLE CORP PLCORD SHS A1.19%$2M40.7K
35MAINMAIN STR CAP CORPhistory →COM1.14%$2M36.2K
36DKLDELEK LOGISTICS PARTNERS LPhistory →COM UNT RP INT1.14%$2M38.5K
37EIXEDISON INTLhistory →COM1.14%$2M26.1K
38MOALTRIA GROUP INChistory →COM1.12%$2M28.4K
39RTXRTX CORPORATIONhistory →COM1.02%$2M8.8K
40NLYANNALY CAPITAL MANAGEMENT INCOM NEW0.98%$2M77.5K
41EXMOCEXXON MOBIL CORPCOM0.96%$2M9.4K
42TRMBTRIMBLE INCCOM0.88%$1M22.5K
43MFICMIDCAP FINANCIAL INVSTMNT COCOM NEW0.83%$1M124.2K
44GE AEROSPACECOM NEW0.63%$1M3.7K
45PLTRPALANTIR TECHNOLOGIES INCCL A0.62%$1M7.1K
46PMTPENNYMAC MTG INVT TRCOM0.60%$1M86.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$168M86May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$167M84Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$111M42Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$97M43Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$114M77Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$111M73Feb 13, 202513F-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 ↗.