SHARPEPOINT LLC

PHOENIX, AZ · CIK 2046822 · 13F filing filed 2026-07-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPhoenix, AZ

$199.6m reported value +19.0% vs Q1 2026

89positions

35.5%in top 10

8 new 39 added 32 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ELI LILLY & CO COM LLY	LLY	7,987	$9.6m4.80%	4.80%	Added +121	+121 1.5%
2	WESTERN DIGITAL CORP COM WDC	WDC	14,541	$9.3m4.65%	4.65%	Reduced -3.8k	-3,787 -20.7%
3	GE VERNOVA INC COM GEV	GEV	6,688	$7.9m3.94%	3.94%	Reduced -369	-369 -5.2%
4	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	264,513	$7.0m3.51%	3.51%	Added +22.9k	+22,922 9.5%
5	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	7,004	$6.8m3.39%	3.39%	Reduced -3.4k	-3,388 -32.6%
6	BROADCOM INC COM AVGO	AVGO	17,235	$6.5m3.26%	3.26%	Reduced -169	-169 -1.0%
7	NVIDIA CORPORATION COM NVDA	NVDA	31,739	$6.4m3.18%	3.18%	Reduced -185	-185 -0.6%
8	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	101,939	$6.2m3.10%	3.10%	Added +3.1k	+3,062 3.1%
9	MICRON TECHNOLOGY INC COM MU	MU	5,273	$6.1m3.05%	3.05%	New
10	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	30,294	$5.2m2.59%	2.59%	New
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	13,846	$4.9m2.48%	2.48%	Added +13	+13 0.1%
12	SPINNAKER ETF SERIES SELECT STOXX EUR EUAD	EUAD	117,076	$4.9m2.47%	2.47%	Added +22.1k	+22,092 23.3%
13	ROCKET LAB CORP COM RKLB	RKLB	48,455	$4.9m2.47%	2.47%	Reduced -7.1k	-7,072 -12.7%
14	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	10,197	$4.9m2.44%	2.44%	Added +153	+153 1.5%
15	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	27,410	$4.8m2.38%	2.38%	Added +2.0k	+2,033 8.0%
16	AMAZON COM INC COM AMZN	AMZN	19,574	$4.7m2.34%	2.34%	Added +195	+195 1.0%
17	MOBILEYE GLOBAL INC COMMON CLASS A MBLY	MBLY	467,888	$4.5m2.27%	2.27%	New
18	TESLA INC COM TSLA	TSLA	9,389	$3.9m1.98%	1.98%	Added +972	+972 11.6%
19	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	43,664	$3.8m1.88%	1.88%	Added +524	+524 1.2%
20	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	11,937	$3.5m1.74%	1.74%	Added +930	+930 8.4%
21	CELESTICA INC COM CLS	CLS	9,281	$3.4m1.70%	1.70%	Reduced -22	-22 -0.2%
22	ISHARES TR US AER DEF ETF ITA	ITA	13,828	$3.4m1.68%	1.68%	Reduced -1.1k	-1,068 -7.2%
23	LOCKHEED MARTIN CORP COM LMT	LMT	6,493	$3.3m1.66%	1.66%	Added +1.4k	+1,446 28.6%
24	EATON VANCE TAX-MANAGED BUY- COM ETV	ETV	218,139	$3.2m1.63%	1.63%	Added +18.2k	+18,205 9.1%
25	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,681	$2.7m1.36%	1.36%	Reduced -15	-15 -0.3%
26	MICROSOFT CORP COM MSFT	MSFT	6,963	$2.6m1.30%	1.30%	Added +375	+375 5.7%
27	PERMIAN RESOURCES CORP CLASS A COM PR	PR	137,257	$2.5m1.27%	1.27%	Added +8.8k	+8,791 6.8%
28	META PLATFORMS INC CL A META	META	4,404	$2.5m1.24%	1.24%	Added +418	+418 10.5%
29	AT&T INC COM T	T	119,241	$2.5m1.24%	1.24%	Added +9.3k	+9,326 8.5%
30	WILLIAMS COS INC COM WMB	WMB	33,176	$2.5m1.24%	1.24%	Added +1.9k	+1,936 6.2%
31	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	29,340	$2.4m1.22%	1.22%	Added +1.0k	+1,002 3.5%
32	RIO TINTO PLC SPONSORED ADR RIO	RIO	25,075	$2.4m1.19%	1.19%	Added +447	+447 1.8%
33	HERCULES CAPITAL INC COM HTGC	HTGC	147,847	$2.3m1.17%	1.17%	Added +5.4k	+5,359 3.8%
34	GLOBAL X FDS GLB X MLP ENRG I MLPX	MLPX	30,981	$2.3m1.14%	1.14%	Reduced -1.1k	-1,085 -3.4%
35	ALTRIA GROUP INC COM MO	MO	30,008	$2.2m1.08%	1.08%	Added +1.6k	+1,610 5.7%
36	DELEK LOGISTICS PARTNERS LP COM UNT RP INT DKL	DKL	40,461	$2.1m1.04%	1.04%	Added +2.0k	+1,982 5.2%
37	EDISON INTL COM EIX	EIX	27,683	$2.1m1.03%	1.03%	Added +1.6k	+1,614 6.2%
38	GLOBAL X FDS NASDAQ 100 COVER QYLD	QYLD	109,913	$2.0m1.01%	1.01%	Added +8.1k	+8,111 8.0%
39	EQUINIX INC COM EQIX	EQIX	1,906	$2.0m1.00%	1.00%	Reduced -572	-572 -23.1%
40	MAIN STR CAP CORP COM MAIN	MAIN	38,103	$2.0m0.99%	0.99%	Added +1.9k	+1,900 5.2%
41	VERIZON COMMUNICATIONS INC COM VZ	VZ	45,331	$1.9m0.96%	0.96%	Added +40.0k	+40,042 757.1%
42	ANNALY CAPITAL MANAGEMENT IN COM NEW NLY	NLY	83,883	$1.9m0.94%	0.94%	Added +6.4k	+6,357 8.2%
43	ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN AB	AB	52,385	$1.8m0.92%	0.92%	New
44	RTX CORPORATION COM RTX	RTX	8,756	$1.7m0.83%	0.83%	Reduced -75	-75 -0.8%
45	TRIMBLE INC COM TRMB	TRMB	31,003	$1.6m0.79%	0.79%	Added +8.5k	+8,494 37.7%
46	NANO NUCLEAR ENERGY INC COM NNE	NNE	74,695	$1.6m0.79%	0.79%	Reduced -23.3k	-23,261 -23.8%
47	WISDOMTREE TR EMER MKT HIGH FD DEM	DEM	26,961	$1.5m0.73%	0.73%	Added +1.9k	+1,871 7.5%
48	ISHARES TR 20 YR TR BD ETF TLT	TLT	16,238	$1.4m0.70%	0.70%	Reduced -84.1k	-84,077 -83.8%
49	MIDCAP FINANCIAL INVSTMNT CO COM NEW MFIC	MFIC	132,029	$1.3m0.67%	0.67%	Added +7.9k	+7,852 6.3%
50	EXXON MOBIL CORP COM XOM	XOM	9,464	$1.3m0.65%	0.65%	Added +14	+14 0.1%
51	GE AEROSPACE COM NEW GE	GE	3,434	$1.3m0.64%	0.64%	Reduced -278	-278 -7.5%
52	PENNYMAC MTG INVT TR COM PMT	PMT	94,760	$1.1m0.54%	0.54%	Added +8.5k	+8,507 9.9%
53	GOLDMAN SACHS GROUP INC COM GS	GS	1,005	$1.0m0.51%	0.51%	Unchanged
54	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	7,283	$849.7k0.43%	0.43%	Added +218	+218 3.1%
55	SPDR SER TR NUVEEN BLOOMBERG HYMB	HYMB	32,876	$836.4k0.42%	0.42%	New
56	BP PLC SPONSORED ADR BP	BP	18,368	$678.7k0.34%	0.34%	Reduced -41.0k	-40,950 -69.0%
57	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	962	$630.8k0.32%	0.32%	Reduced -46	-46 -4.6%
58	EA SERIES TRUST STRIVE NATURAL FTWO	FTWO	14,586	$630.7k0.32%	0.32%	Reduced -171	-171 -1.2%
59	CATERPILLAR INC COM CAT	CAT	523	$557.2k0.28%	0.28%	Reduced -12	-12 -2.2%
60	UNUM GROUP COM UNM	UNM	5,439	$486.2k0.24%	0.24%	Unchanged
61	ISHARES TR 7-10 YR TRSY BD IEF	IEF	5,091	$481.5k0.24%	0.24%	Reduced -1.2k	-1,194 -19.0%
62	DEFINIUM THERAPEUTICS INC COM SHS DFTX	DFTX	10,000	$470.4k0.24%	0.24%	Unchanged
63	QUALCOMM INC COM QCOM	QCOM	2,450	$452.7k0.23%	0.23%	Unchanged
64	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	4,556	$409.4k0.21%	0.21%	Reduced -127	-127 -2.7%
65	APPLE INC COM AAPL	AAPL	1,408	$407.3k0.20%	0.20%	Added +11	+11 0.8%
66	ENTREPRENEURSHARES SERIES TR ERSH PRI PUB ETF XOVR	XOVR	19,234	$404.9k0.20%	0.20%	Reduced -19.5k	-19,518 -50.4%
67	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	4,962	$389.0k0.19%	0.19%	Unchanged
68	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	8,505	$388.7k0.19%	0.19%	Added +32	+32 0.4%
69	CAMECO CORP COM CCJ	CCJ	3,800	$387.1k0.19%	0.19%	Reduced -31	-31 -0.8%
70	FREEPORT-MCMORAN INC CL B FCX	FCX	6,074	$382.0k0.19%	0.19%	Reduced -95	-95 -1.5%
71	OCCIDENTAL PETE CORP COM OXY	OXY	7,765	$377.1k0.19%	0.19%	Added +17	+17 0.2%
72	MONOLITHIC PWR SYS INC COM MPWR	MPWR	272	$376.0k0.19%	0.19%	Unchanged
73	GLOBAL X FDS GLOBAL X URANIUM URA	URA	8,501	$371.5k0.19%	0.19%	Unchanged
74	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	736	$368.3k0.18%	0.18%	Reduced -4	-4 -0.5%
75	ORACLE CORP COM ORCL	ORCL	2,276	$333.5k0.17%	0.17%	Reduced -63	-63 -2.7%
76	NOBLE CORP PLC ORD SHS A NE	NE	8,791	$327.9k0.16%	0.16%	Reduced -31.9k	-31,918 -78.4%
77	GENERAL DYNAMICS CORP COM GD	GD	888	$314.6k0.16%	0.16%	Reduced -8	-8 -0.9%
78	ISHARES INC MSCI EURZONE ETF EZU	EZU	4,518	$314.0k0.16%	0.16%	Added +78	+78 1.8%
79	ON HLDG AG NAMEN AKT A ONON	ONON	8,423	$298.3k0.15%	0.15%	Reduced -8	-8 -0.1%
80	WALMART INC COM WMT	WMT	2,516	$285.0k0.14%	0.14%	Unchanged
81	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	985	$277.0k0.14%	0.14%	Reduced -56	-56 -5.4%
82	MODINE MFG CO COM MOD	MOD	1,006	$268.6k0.13%	0.13%	Unchanged
83	WASTE MGMT INC DEL COM WM	WM	1,190	$265.2k0.13%	0.13%	Reduced -10	-10 -0.8%
84	ISHARES TR MSCI EAFE ETF EFA	EFA	2,492	$258.9k0.13%	0.13%	Added +37	+37 1.5%
85	TEXTRON INC COM TXT	TXT	2,631	$241.3k0.12%	0.12%	Reduced -27	-27 -1.0%
86	XCEL ENERGY INC COM XEL	XEL	2,933	$235.5k0.12%	0.12%	Unchanged
87	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	288	$219.8k0.11%	0.11%	New
88	ETF SER SOLUTIONS DEFIANCE QUANTUM QTUM	QTUM	1,323	$218.8k0.11%	0.11%	New
89	XPO INC COM XPO	XPO	1,000	$205.3k0.10%	0.10%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
GLOBAL X FDS SIL	SIL	36,822	$3.3m36.8k shares
OLIN CORP OLN	OLN	7,508	$223.2k7.5k shares
INSULET CORP PODD	PODD	1,017	$213.4k1.0k shares
COSTCO WHSL CORP NEW COST	COST	211	$210.2k211 shares
PURPLE INNOVATION INC PRPL	PRPL	28,835	$19.1k28.8k shares