Sharpepoint LLC holds a diversified book of 89 stocks worth $199.6M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Western Digital Corp. Their largest long position is Eli Lilly & Co at 5% of the equity book. Cloning the disclosed picks since 2025 would be +41% (+26.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2046822/holdings"
Use Arkolith to show SHARPEPOINT LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +43.6%, a 2.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Sharpepoint LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sharpepoint LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $449.4B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $63.5B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $11.9B |
| CWM, LLC | 79 / 80 | $5.4B |
| Farther Finance Advisors, LLC | 79 / 80 | $1.5B |
| JPMORGAN CHASE & CO | 78 / 80 | $432.1B |
| UBS Group AG | 78 / 80 | $115.2B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $105.1B |
Ranked by how many of Sharpepoint LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co COM | $9.6M | 8.0K | 4.8% | ▲+1.5% Added · +121 sh | |
| 2 | Western Digital Corp COM | $9.3M | 14.5K | 4.7% | ▼−21% Reduced · −4K sh | |
| 3 | Ge Vernova Inc COM | $7.9M | 6.7K | 3.9% | ▼−5.2% Reduced · −369 sh | |
| 4 | Pimco ETF TR MULTISECTOR BD | $7.0M | 264.5K | 3.5% | ▲+9.5% Added · +23K sh | |
| 5 | Seagate Technology HLDNGS PL ORD SHS | $6.8M | 7.0K | 3.4% | ▼−33% Reduced · −3K sh | |
| 6 | Broadcom Inc COM | $6.5M | 17.2K | 3.3% | ▼−1.0% Reduced · −169 sh | |
| 7 | Nvidia Corporation COM | $6.4M | 31.7K | 3.2% | ▼−0.6% Reduced · −185 sh | |
| 8 | SPDR Series Trust ST STR P500VAL | $6.2M | 101.9K | 3.1% | ▲+3.1% Added · +3K sh | |
| 9 | Micron Technology Inc COM | $6.1M | 5.3K | 3.0% | ▲New New position | |
| 10 | Space Exploration Techn Corp CLASS A COM STK | $5.2M | 30.3K | 2.6% | ▲New New position | |
| 11 | Alphabet Inc CAP STK CL A | $4.9M | 13.8K | 2.5% | ▲+0.1% Added · +13 sh | |
| 12 | Spinnaker ETF Series SELE STO EUR ETF | $4.9M | 117.1K | 2.5% | ▲+23% Added · +22K sh | |
| 13 | Rocket Lab Corp COM | $4.9M | 48.5K | 2.5% | ▼−13% Reduced · −7K sh | |
| 14 | Taiwan Semiconductor Manufac SPONSORED ADS | $4.9M | 10.2K | 2.4% | ▲+1.5% Added · +153 sh | |
| 15 | Wisdomtree TR JAPN HEDGE EQT | $4.8M | 27.4K | 2.4% | ▲+8.0% Added · +2K sh | |
| 16 | Amazon Com Inc COM | $4.7M | 19.6K | 2.3% | ▲+1.0% Added · +195 sh | |
| 17 | Mobileye Global Inc COMMON CLASS A | $4.5M | 467.9K | 2.3% | ▲New New position | |
| 18 | Tesla Inc COM | $3.9M | 9.4K | 2.0% | ▲+12% Added · +972 sh | |
| 19 | Vanguard Index FDS GROWTH ETF | $3.8M | 43.7K | 1.9% | ▲+507% Added · +36K sh | |
| 20 | L3harris Technologies Inc COM | $3.5M | 11.9K | 1.7% | ▲+8.4% Added · +930 sh | |
| 21 | Celestica Inc COM | $3.4M | 9.3K | 1.7% | ▼−0.2% Reduced · −22 sh | |
| 22 | Ishares TR US AER DEF ETF | $3.4M | 13.8K | 1.7% | ▼−7.2% Reduced · −1K sh | |
| 23 | Lockheed Martin Corp COM | $3.3M | 6.5K | 1.7% | ▲+29% Added · +1K sh | |
| 24 | Eaton Vance Tax-Managed Buy- COM | $3.2M | 218.1K | 1.6% | ▲+9.1% Added · +18K sh | |
| 25 | Advanced Micro Devices Inc COM | $2.7M | 4.7K | 1.4% | ▼−0.3% Reduced · −15 sh | |
| 26 | Microsoft Corp COM | $2.6M | 7.0K | 1.3% | ▲+5.7% Added · +375 sh | |
| 27 | Permian Resources Corp CLASS A COM | $2.5M | 137.3K | 1.3% | ▲+6.8% Added · +9K sh | |
| 28 | Meta Platforms Inc CL A | $2.5M | 4.4K | 1.2% | ▲+10% Added · +418 sh | |
| 29 | AT&T Inc COM | $2.5M | 119.2K | 1.2% | ▲+8.5% Added · +9K sh | |
| 30 | Williams Cos Inc COM | $2.5M | 33.2K | 1.2% | ▲+6.2% Added · +2K sh | |
| 31 | Select Sector SPDR TR ST STR STAPL ETF | $2.4M | 29.3K | 1.2% | ▲+3.5% Added · +1K sh | |
| 32 | Rio Tinto PLC SPONSORED ADR | $2.4M | 25.1K | 1.2% | ▲+1.8% Added · +447 sh | |
| 33 | Hercules Capital Inc COM | $2.3M | 147.8K | 1.2% | ▲+3.8% Added · +5K sh | |
| 34 | Global X FDS GLB X MLP ENRG I | $2.3M | 31.0K | 1.1% | ▼−3.4% Reduced · −1K sh | |
| 35 | Altria Group Inc COM | $2.2M | 30.0K | 1.1% | ▲+5.7% Added · +2K sh | |
| 36 | Delek Logistics Partners LP COM UNT RP INT | $2.1M | 40.5K | 1.0% | ▲+5.2% Added · +2K sh | |
| 37 | Edison Intl COM | $2.1M | 27.7K | 1.0% | ▲+6.2% Added · +2K sh | |
| 38 | Global X FDS NASDAQ 100 COVER | $2.0M | 109.9K | 1.0% | ▲+8.0% Added · +8K sh | |
| 39 | Equinix Inc COM | $2.0M | 1.9K | 1.0% | ▼−23% Reduced · −572 sh | |
| 40 | Main STR Cap Corp COM | $2.0M | 38.1K | 1.0% | ▲+5.2% Added · +2K sh | |
| 41 | Verizon Communications Inc COM | $1.9M | 45.3K | 1.0% | ▲+757% Added · +40K sh | |
| 42 | Annaly Capital Management In COM NEW | $1.9M | 83.9K | 0.9% | ▲+8.2% Added · +6K sh | |
| 43 | AllianceBernstein Hldg L P UNIT LTD PARTN | $1.8M | 52.4K | 0.9% | ▲New New position | |
| 44 | RTX Corporation COM | $1.7M | 8.8K | 0.8% | ▼−0.8% Reduced · −75 sh | |
| 45 | Trimble Inc COM | $1.6M | 31.0K | 0.8% | ▲+38% Added · +8K sh | |
| 46 | Nano Nuclear Energy Inc COM | $1.6M | 74.7K | 0.8% | ▼−24% Reduced · −23K sh | |
| 47 | Wisdomtree TR EMER MKT HIGH FD | $1.5M | 27.0K | 0.7% | ▲+7.5% Added · +2K sh | |
| 48 | Ishares TR 20 YR TR BD ETF | $1.4M | 16.2K | 0.7% | ▼−84% Reduced · −84K sh | |
| 49 | Midcap Financial Invstmnt Co COM NEW | $1.3M | 132.0K | 0.7% | ▲+6.3% Added · +8K sh | |
| 50 | Exxon Mobil Corp COM | $1.3M | 9.5K | 0.6% | ▲+0.1% Added · +14 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 89 | $199.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 86 | $167.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 84 | $166.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 42 | $110.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 43 | $97.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 77 | $114.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 73 | $111.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.