Sharpepoint LLC Portfolio Holdings

Sharpepoint LLC

  • $114 Billion
  • Q1 2025

Sharpepoint LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $6.38B, Ishares Barclays 20+ Year Trea with a value of $5.2B, Spdr Portfolio S&P 500 Value E with a value of $4.79B, Amazon Com Inc with a value of $3.53B, and Nvidia Corp with a value of $3.5B.

Examining the 13F form we can see an increase of $3.1B in the current position value, from $111B to 114B.

Sharpepoint LLC is based out at Phoenix, AZ

Below you can find more details about Sharpepoint LLC portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $27.6 Billion
Technology: $15.3 Billion
Industrials: $13.4 Billion
Energy: $10.1 Billion
Healthcare: $9.45 Billion
Financial Services: $7.77 Billion
Consumer Cyclical: $6.41 Billion
Communication Services: $5.36 Billion
Other: $4.97 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$841B
$6.38 Billion 5.59% of portfolio
7,209
Q1 2025 Reduced 23.54%
$1.91T
$3.53 Billion 3.09% of portfolio
18,844
Q1 2025 Reduced 13.22%
$272B
$3.5 Billion 3.06% of portfolio
32,067
Q1 2025 Reduced 8.99%
$219B
$3.37 Billion 2.95% of portfolio
16,798
Q1 2025 Reduced 19.77%
$922B
$2.42 Billion 2.12% of portfolio
8,283
Q1 2025 Added 142.05%
$957B
$2.42 Billion 2.12% of portfolio
15,114
Q1 2025 Reduced 9.7%
$2.94T
$1.75 Billion 1.54% of portfolio
4,450
Q1 2025 Reduced 16.65%
$452B
$1.1 Billion 0.96% of portfolio
10,107
Q1 2025 Reduced 1.0%
$228B
$1.05 Billion 0.92% of portfolio
9,079
Q1 2025 Reduced 81.51%
$694B
$400 Million 0.35% of portfolio
749
Q1 2025 Added 24.83%
$3.39T
$322 Million 0.28% of portfolio
1,523
Q1 2025 Added 3.46%
$261B
$292 Million 0.26% of portfolio
3,041
Q1 2025 Reduced 2.22%
$380B
$247 Million 0.22% of portfolio
1,754
Q1 2025 Added 7.21%
$501B
$242 Million 0.21% of portfolio
215
Q1 2025 New
$215B
$225 Million 0.2% of portfolio
941
Q4 2024 New
$439B
$209 Million 0.18% of portfolio
211
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $114 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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