Investor
SHARPEPOINT LLC
CIK 0002046822 · filed 2026-02-11 · SEC filing
13F book
$166.9M
Positions
84
Largest name
5.0%
Eli Lilly & Co · LLY
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | LLY | 7.78K | $8.36M | 5.0% | — | Held |
| Ishares Tr | — | 92.7K | $8.08M | 4.8% | — | Held |
| Ishares Tr | — | 74.9K | $7.2M | 4.3% | — | Held |
| Nvidia Corp | NVDA | 32.5K | $6.05M | 3.6% | — | Held |
| Pimco Etf Tr | — | 224.9K | $6M | 3.6% | — | Held |
| Broadcom Inc. | AVGO | 16.5K | $5.71M | 3.4% | — | Held |
| Rocket Lab Corp | RKLB | 81.4K | $5.68M | 3.4% | — | Held |
| Spdr Series Trust | — | 97.8K | $5.55M | 3.3% | — | Held |
| GE Vernova Inc. | GEV | 8.18K | $5.34M | 3.2% | — | Held |
| Ge Aerospace | — | 14.8K | $4.57M | 2.7% | — | Held |
| Amazon Com Inc | AMZN | 18.6K | $4.3M | 2.6% | — | Held |
| Western Digital Corp | WDC | 24.6K | $4.24M | 2.5% | — | Held |
| Spinnaker Etf Series | — | 89.6K | $3.77M | 2.3% | — | Held |
| Crowdstrike Hldgs Inc | — | 7.74K | $3.63M | 2.2% | — | Held |
| Alphabet Inc | — | 11.5K | $3.61M | 2.2% | — | Held |
| Tesla, Inc. | TSLA | 7.97K | $3.58M | 2.1% | — | Held |
| Global X Fds | — | 42.7K | $3.56M | 2.1% | — | Held |
| Vanguard Growth Etf | — | 7.15K | $3.49M | 2.1% | — | Held |
| L3harris Technologies Inc | — | 11.7K | $3.45M | 2.1% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 11.3K | $3.43M | 2.1% | — | Held |
| Ishares Tr | — | 15.2K | $3.27M | 2.0% | — | Held |
| Celestica Inc | CLS | 9.03K | $2.67M | 1.6% | — | Held |
| Eaton Vance Tax-Managed Buy- | — | 183.3K | $2.63M | 1.6% | — | Held |
| At&T Inc | — | 105.6K | $2.62M | 1.6% | — | Held |
| Microsoft Corp | MSFT | 4.82K | $2.33M | 1.4% | — | Held |
| Meta Platforms, Inc. | META | 3.51K | $2.32M | 1.4% | — | Held |
| Permian Resources Corp | PR | 163.2K | $2.29M | 1.4% | — | Held |
| Select Sector Spdr Tr | — | 27.8K | $2.16M | 1.3% | — | Held |
| Bp Plc | — | 62K | $2.15M | 1.3% | — | Held |
| Rio Tinto Plc | — | 26.1K | $2.09M | 1.3% | — | Held |
| Equinix Inc | EQIX | 2.5K | $1.92M | 1.1% | — | Held |
| Williams Cos Inc | — | 31.7K | $1.9M | 1.1% | — | Held |
| Hercules Capital Inc | — | 100.6K | $1.89M | 1.1% | — | Held |
| Global X Fds | — | 31.3K | $1.89M | 1.1% | — | Held |
| Main Str Cap Corp | — | 31K | $1.87M | 1.1% | — | Held |
| Delek Logistics Partners, LP | DKL | 39.4K | $1.76M | 1.1% | — | Held |
| Nano Nuclear Energy Inc. | NNE | 73K | $1.75M | 1.1% | — | Held |
| RTX Corp | RTX | 9.3K | $1.7M | 1.0% | — | Held |
| Annaly Capital Management In | — | 73.9K | $1.65M | 1.0% | — | Held |
| Altria Group, Inc. | MO | 28.4K | $1.64M | 1.0% | — | Held |
| Edison Intl | — | 27K | $1.62M | 1.0% | — | Held |
| Global X Fds | — | 90.5K | $1.6M | 1.0% | — | Held |
| Noble Corp Plc | — | 52.9K | $1.49M | 0.9% | — | Held |
| Lockheed Martin Corp | LMT | 3K | $1.45M | 0.9% | — | Held |
| Trimble Inc. | TRMB | 17.3K | $1.36M | 0.8% | — | Held |
| Wisdomtree Tr | — | 25.5K | $1.19M | 0.7% | — | Held |
| Midcap Financial Invstmnt Co | — | 103.6K | $1.18M | 0.7% | — | Held |
| Exxon Mobil Corp | — | 9.74K | $1.17M | 0.7% | — | Held |
| Palantir Technologies Inc. | PLTR | 6.42K | $1.14M | 0.7% | — | Held |
| Advanced Micro Devices Inc | AMD | 4.7K | $1.01M | 0.6% | — | Held |
| Pennymac Mtg Invt Tr | — | 72.1K | $905K | 0.5% | — | Held |
| Goldman Sachs Group Inc | — | 1K | $883.4K | 0.5% | — | Held |
| Ea Series Trust | — | 15K | $608.3K | 0.4% | — | Held |
| Unum Group | — | 5.5K | $426.3K | 0.3% | — | Held |
| On Hldg Ag | — | 9.03K | $419.8K | 0.3% | — | Held |
| Qualcomm Inc | — | 2.45K | $419.1K | 0.3% | — | Held |
| Cameco Corp | CCJ | 4.46K | $408.1K | 0.2% | — | Held |
| Caterpillar Inc | CAT | 712 | $407.8K | 0.2% | — | Held |
| Apple Inc. | AAPL | 1.4K | $379.6K | 0.2% | — | Held |
| Amplify Etf Tr | — | 8.51K | $378.9K | 0.2% | — | Held |
| Berkshire Hathaway Inc Del | — | 739 | $371.5K | 0.2% | — | Held |
| Vaneck Etf Trust | — | 1.01K | $365.4K | 0.2% | — | Held |
| Occidental Pete Corp | — | 8.61K | $354K | 0.2% | — | Held |
| Global X Fds | — | 8.16K | $348.6K | 0.2% | — | Held |
| First Tr Exchange Traded Fd | — | 4.68K | $334.1K | 0.2% | — | Held |
| Freeport-Mcmoran Inc | FCX | 6.52K | $331.3K | 0.2% | — | Held |
| International Business Machs | — | 1.04K | $308.4K | 0.2% | — | Held |
| Oracle Corp | — | 1.57K | $306K | 0.2% | — | Held |
| General Dynamics Corp | GD | 896 | $301.6K | 0.2% | — | Held |
| Insulet Corp | PODD | 1.02K | $289.1K | 0.2% | — | Held |
| Ishares Inc | — | 4.44K | $284.6K | 0.2% | — | Held |
| Walmart Inc. | WMT | 2.52K | $280.3K | 0.2% | — | Held |
| Entrepreneurshares Series Tr | — | 13.6K | $273K | 0.2% | — | Held |
| Waste Mgmt Inc Del | — | 1.2K | $263.7K | 0.2% | — | Held |
| Monolithic Pwr Sys Inc | — | 271 | $245.6K | 0.1% | — | Held |
| Ishares Tr | — | 2.46K | $235.8K | 0.1% | — | Held |
| Textron Inc | TXT | 2.62K | $228.7K | 0.1% | — | Held |
| Xcel Energy Inc | — | 2.93K | $216.6K | 0.1% | — | Held |
| Verizon Communications Inc | VZ | 5.29K | $215.4K | 0.1% | — | Held |
| General Mtrs Co | — | 2.61K | $212.1K | 0.1% | — | Held |
| Aecom | ACM | 2.19K | $209.2K | 0.1% | — | Held |
| Wells Fargo Co New | — | 2.15K | $200.6K | 0.1% | — | Held |
| Mind Medicine Mindmed Inc | — | 10.1K | $135.7K | 0.1% | — | Held |
| Purple Innovation, Inc. | PRPL | 28.8K | $19.9K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.