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SHARPEPOINT LLC 13F portfolio summary

SHARPEPOINT LLC of SHARPEPOINT LLC has 86 current stock holdings with a reported portfolio value of $167.7M. The portfolio 1 year return is +23.79%. Top holdings include TLT (5.19%), LLY (4.31%), PYLD (3.77%), GEV (3.67%), SPYV (3.34%).

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SHARPEPOINT LLC

SHARPEPOINT LLC
Latest filing: 2026-03-31

SHARPEPOINT LLC runs SHARPEPOINT LLC and currently holds 86 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $167.71M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SHARPEPOINT LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SHARPEPOINT LLC's portfolio at SHARPEPOINT LLC has delivered returns of +23.79%. Their 3-year annualized return is +21.36%. Looking at the 5-year horizon, SHARPEPOINT LLC has achieved +21.36% annualized returns at SHARPEPOINT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+23.79%
#0/1000
3 Year
+21.36%
#0/1000
5 Year
+21.36%
#0/1000

Portfolio Value

$167.71M

Alpha Score

20.0

#0 of 1000

Holdings

86

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change