1y return+33.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $151 against $127 in the S&P 500.2
Sharpepoint LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LLYEli Lilly & Co | $9.6M | 4.8% | +1.5% |
| WDCWestern Digital Corp | $9.3M | 4.7% | −20.7% |
| GEVGe Vernova Inc | $7.9M | 3.9% | −5.2% |
| PYLDPimco Etf Tr | $7.0M | 3.5% | +9.5% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $6.8M | 3.4% | −32.6% |
| AVGOBroadcom Inc | $6.5M | 3.3% | |
| NVDANvidia Corporation | $6.4M | 3.2% | |
| SPYVSpdr Series Trust | $6.2M | 3.1% | +3.1% |
| MUMicron Technology Inc | $6.1M | 3.0% | New |
| SPCXSpace Exploration Techn Corp | $5.2M | 2.6% | New |
| GOOGLAlphabet Inc | $4.9M | 2.5% | |
| EUADSpinnaker Etf Series | $4.9M | 2.5% | +23.3% |
| RKLBRocket Lab Corp | $4.9M | 2.5% | −12.7% |
| TSMTaiwan Semiconductor Manufac | $4.9M | 2.4% | +1.5% |
| DXJWisdomtree Tr | $4.8M | 2.4% | +8.0% |
| AMZNAmazon Com Inc | $4.7M | 2.3% | +1.0% |
| MBLYMobileye Global Inc | $4.5M | 2.3% | New |
| TSLATesla Inc | $3.9M | 2.0% | +11.5% |
| VUGVanguard Index Fds | $3.8M | 1.9% | +1.2% |
| LHXL3harris Technologies Inc | $3.5M | 1.7% | +8.4% |
| CLSCelestica Inc | $3.4M | 1.7% | |
| ITAIshares Tr | $3.4M | 1.7% | −7.2% |
| LMTLockheed Martin Corp | $3.3M | 1.7% | +28.7% |
| ETVEaton Vance Tax-managed Buy- | $3.2M | 1.6% | +9.1% |
| AMDAdvanced Micro Devices Inc | $2.7M | 1.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CLSCelestica Inc | March 31, 2025 | +362.9% | $3.4M |
| WDCWestern Digital Corp | December 31, 2025 | +270.8% | $9.3M |
| RKLBRocket Lab Corp | June 30, 2025 | +184.2% | $4.9M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $2.7M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | March 31, 2026 | +146.3% | $6.8M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $4.9M |
| GEVGe Vernova Inc | December 31, 2025 | +79.8% | $7.9M |
| TSMTaiwan Semiconductor Manufac | September 30, 2025 | +71.0% | $4.9M |
| ITAIshares Tr | December 31, 2024 | +66.8% | $3.4M |
| RIORio Tinto PLC | December 31, 2024 | +61.4% | $2.4M |
Sold off last quarter
- SILGlobal X Fds was $3.3M
- OLNOlin Corp was $223K
- PODDInsulet Corp was $213K
- COSTCostco Wholesale Corporation was $210K
- Purple Innovation IncCUSIP 74640Y106 was $19K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.1% | +14.8% |
| March 31, 2026 | +2.6% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +10.6% | +7.8% |
| June 30, 2025 | +15.7% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sharpepoint LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2046822&type=13F-HR&dateb=&owner=include&count=40CIK 2046822
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2046822/000204682226000003/Filed July 29, 2026 · accession 0002046822-26-000003