SEC 13F Intelligence

Managers / Q2 2025 · view latest →

SHARPEPOINT LLC

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

Reported Value
$97M
Q2 2025
Positions
43
Filings on Record
6
2019–present window
Filed
Aug 11, 2025
original filing

Summary

Sharpepoint LLC reported $97M in U.S.-listed holdings across 43 positions for Q2 2025.

Its largest position, Spdr Series, represents 5.2% of the portfolio.

Compared with Q1 2025, the fund opened 3 new positions and exited 37.

Portfolio Metrics

Turnover
+19.5%
vs prior filed quarter
Top-10 Concentration
+43.5%
share of reported value
Largest Position
+5.2%
Spdr Series
New / Exited
3 / 37
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: 34.7%ADR: 3.2%Closed-End Fund: 2.3%MLP: 1.7%Other: 2.5%
  • Common Stock · 55.6% · $54M
  • ETP · 34.7% · $34M
  • ADR · 3.2% · $3M
  • Closed-End Fund · 2.3% · $2M
  • MLP · 1.7% · $2M
  • Other · 2.5% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
6RJ0ROCKET LAB CORPNEW+130.2K130.2K+$5M$5M
NOBLE CORP PLCNEW+43.9K43.9K+$1M$1M
EA SERIES TRUSTNEW+15.1K15.1K+$537,895$537,895
LLYELI LILLY & COSOLD OUT7.2K0$6M$0
CRWDCROWDSTRIKE HLDGS INCSOLD OUT7.9K0$3M$0
GEVGE VERNOVA INCSOLD OUT9.1K0$3M$0
ROCKET LAB USA INCSOLD OUT130.3K0$3M$0
VUGVANGUARD INDEX FDSSOLD OUT6.8K0$3M$0

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

Holdings — Q2 2025

40 positions
#IssuerClass% PortfolioValueShares
1ISHARES TR20 YR TR BD ETF · US AER DEF ETF · 7-10 YR TRSY BD9.94%$10M88.4K
2SPDR SERIES TRUSTPRTFLO S&P500 VL5.24%$5M97.3K
3NVDANVIDIA CORPORATIONhistory →COM5.22%$5M32.1K
46RJ0ROCKET LAB CORPhistory →COM4.79%$5M130.2K
5PIMCO ETF TRMULTISECTOR BD4.50%$4M164.6K
6GE AEROSPACECOM NEW4.47%$4M16.9K
7AMZNAMAZON COM INChistory →COM4.28%$4M18.9K
8GLOBAL X FDSGLB X MLP ENRG I · NASDAQ 100 COVER3.52%$3M114.0K
9OXYOCCIDENTAL PETE CORPhistory →COM3.46%$3M80.1K
10LHXL3HARRIS TECHNOLOGIES INChistory →COM3.34%$3M12.9K
11ISHARES INCMSCI EURZONE ETF3.29%$3M53.7K
12AMDADVANCED MICRO DEVICES INChistory →COM3.01%$3M20.6K
13CLSCELESTICA INChistory →COM2.94%$3M18.3K
14TAT&T INChistory →COM2.78%$3M93.3K
15GOOGLALPHABET INChistory →CAP STK CL A2.68%$3M14.8K
16SPINNAKER ETF SERIESSELECT STOXX EUR2.54%$2M57.2K
17ACMAECOMhistory →COM2.39%$2M20.6K
18NNENANO NUCLEAR ENERGY INChistory →COM2.34%$2M66.0K
19EATON VANCE TAX-MANAGED BUY-COM2.26%$2M158.3K
20SELECT SECTOR SPDR TRSBI CONS STPLS2.22%$2M26.6K
21WMBWILLIAMS COS INChistory →COM1.82%$2M28.2K
22BPBP PLChistory →SPONSORED ADR1.79%$2M58.2K
23MAINMAIN STR CAP CORPhistory →COM1.72%$2M28.3K
24PRPERMIAN RESOURCES CORPhistory →CLASS A COM1.72%$2M122.7K
25BITBBITWISE BITCOIN ETF TRhistory →SHS BEN INT1.70%$2M28.1K
26DKLDELEK LOGISTICS PARTNERS LPhistory →COM UNT RP INT1.65%$2M37.4K
27HTGCHERCULES CAPITAL INChistory →COM1.63%$2M86.5K
28MOALTRIA GROUP INChistory →COM1.58%$2M26.2K
29RIORIO TINTO PLChistory →SPONSORED ADR1.45%$1M24.1K
30NLYANNALY CAPITAL MANAGEMENT INhistory →COM NEW1.31%$1M67.7K
31EIXEDISON INTLhistory →COM1.22%$1M22.9K
32NOBLE CORP PLCORD SHS A1.20%$1M43.9K
33EXMOCEXXON MOBIL CORPhistory →COM1.12%$1M10.1K
34TRMBTRIMBLE INChistory →COM1.10%$1M14.0K
35MFICMIDCAP FINANCIAL INVSTMNT COhistory →COM NEW1.05%$1M80.6K
36WISDOMTREE TREMER MKT HIGH FD1.02%$990,99021.9K
37FSKFS KKR CAP CORPCOM0.88%$855,04441.2K
38EA SERIES TRUSTSTRIVE NATURAL0.55%$537,89515.1K
39ENTREPRENEURSHARES SERIES TRERSHARES PRIVATE0.21%$207,45110.9K
40BRD1EURMIND MEDICINE MINDMED INCCOM NEW0.07%$65,97110.2K

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 ↗.