SHARPEPOINT LLC
CIK 2046822 · Holdings on Jun 30, 2026 · First reported Jul 29, 2026
Top ten holdings
Q2 2026- LLY4.80%
- WDC4.65%
- GEV3.94%
- PYLD3.51%
- STX3.39%
- AVGO3.26%
- NVDA3.18%
- SPYV3.10%
- MU3.05%
- SPCX2.59%
Share classes counted separately35.47%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- WDCWeight increased · +1.69 pp2.96% → 4.65%Shares -3.79K (-20.66%)
- STXWeight increased · +0.96 pp2.43% → 3.39%Shares -3.39K (-32.60%)
- AMDWeight increased · +0.79 pp0.57% → 1.36%Shares -15 (-0.32%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LLYELI LILLY & CO View history and evidence | $9.58M | 4.80% | 7.99K shares | 4.31% → 4.80%+0.49 pp +121 (+1.54%) | Added | ↗▾ |
| 02 | WDCWESTERN DIGITAL CORP View history and evidence | $9.29M | 4.65% | 14.54K shares | 2.96% → 4.65%+1.69 pp -3.79K (-20.66%) | Reduced | ↗▾ |
| 03 | GEVGE VERNOVA INC View history and evidence | $7.86M | 3.94% | 6.69K shares | 3.67% → 3.94%+0.27 pp -369 (-5.23%) | Reduced | ↗▾ |
| 04 | PYLDPIMCO MULTISECTOR BOND ACTVMULTISECTOR BD View history and evidence | $7.01M | 3.51% | 264.51K shares | 3.77% → 3.51%-0.26 pp +22.92K (+9.49%) | Added | ↗▾ |
| 05 | STXSEAGATE TECHNOLOGY HOLDINGSORD SHS View history and evidence | $6.76M | 3.39% | 7.00K shares | 2.43% → 3.39%+0.96 pp -3.39K (-32.60%) | Reduced | ↗▾ |
| 06 | AVGOBROADCOM INC View history and evidence | $6.51M | 3.26% | 17.23K shares | 3.21% → 3.26%+0.05 pp -169 (-0.97%) | Reduced | ↗▾ |
| 07 | NVDANVIDIA CORP View history and evidence | $6.35M | 3.18% | 31.74K shares | 3.32% → 3.18%-0.14 pp -185 (-0.58%) | Reduced | ↗▾ |
| 08 | SPYVSS SPDR P S&P 500 VALUE ETFST STR P500VAL View history and evidence | $6.20M | 3.10% | 101.94K shares | 3.34% → 3.10%-0.24 pp +3.06K (+3.10%) | Added | ↗▾ |
| 09 | MUMICRON TECHNOLOGY INC View history and evidence | $6.09M | 3.05% | 5.27K shares | Prior unavailable +5.27K | New | ↗▾ |
| 10 | SPCXSPACE EXPLORATION TECHN-CL ACLASS A COM STK View history and evidence | $5.18M | 2.59% | 30.29K shares | Prior unavailable +30.29K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SIL GLOBAL X SILVER MINERS ETF | Non-derivative | -36,822 | -$3.32M | SEC filing ↗ | SEC filing ↗ |
| OLN OLIN CORP | Non-derivative | -7,508 | -$223.21K | SEC filing ↗ | SEC filing ↗ |
| PODD INSULET CORP | Non-derivative | -1,017 | -$213.41K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2046822 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 199619811
}Research all 89 reported holdings.
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