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Sharpepoint LLC 13F Filings, Portfolio & Analysis

CIK: 0002046822
Phoenix 5090 N 40Th St Suite 200
Zip Code: 85018
Latest Portfolio Value
$199.62 M
+19.03%
Total Holdings
89
3
Latest Report Date
Q2 2026
Top 10 Concentration
35.48%

Sharpepoint LLC — Portfolio Overview & Company Profile

Sharpepoint LLC (CIK: 0002046822) is a financial institution headquartered at 5090 N 40Th St Suite 200, , Phoenix, Arizona 85018. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $199.62 M, comprising 89 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 35.5%. Quarterly turnover: 12.6%. ▲ 8 new, +39 added, −32 reduced, ×5 exited.

Portfolio Summary (Q2 2026)

Asset Allocation

Stocks/ETFs
+19.03%
$199.62 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
7,987 $9.58 M 4.80% ▲ 121 Add 1.5%
14,541 $9.29 M 4.65% ▼ 3,787 Reduce -20.7%
6,688 $7.86 M 3.94% ▼ 369 Reduce -5.2%
264,513 $7.01 M 3.51% ▲ 22,922 Add 9.5%
7,004 $6.76 M 3.39% ▼ 3,388 Reduce -32.6%
17,235 $6.51 M 3.26% ▼ 169 Reduce -1.0%
31,739 $6.35 M 3.18% ▼ 185 Reduce -0.6%
101,939 $6.2 M 3.10% ▲ 3,062 Add 3.1%
5,273 $6.09 M 3.05% ▲ 5,273 New Buy
30,294 $5.18 M 2.59% ▲ 30,294 New Buy

Historical Portfolio Charts