13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001959415
Total reported value
$322.7M
$322.7M
101 檔
17.3%
As reported in its official Q1 2025 Form 13F filing, Sharper & Granite LLC's tracked investment portfolio stood at $322.7M with 101 total positions.
In Q1 2025, Sharper & Granite LLC displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 7.64% | +1.54% | +53.46% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 4.59% | -0.63% | +1.45% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-Other | 3.93% | -0.03% | +3.99% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.68% | +0.26% | +7.68% | |
| 5 | VHT | Vanguard Health Care ETF | ETF-Other | 3.16% | +0.01% | -1.49% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.83% | +0.01% | +4.77% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.79% | +0.07% | +6.27% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 2.75% | -0.05% | +9.99% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.71% | -0.24% | +8.02% | |
| 10 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 2.60% | -0.12% | -6.02% | |
| 11 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.58% | -0.26% | +1.70% | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.44% | -0.07% | +10.72% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.44% | +0.85% | +34.81% | |
| 14 | VIS | Vanguard Industrials ETF | ETF-Other | 2.38% | -0.08% | +4.61% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.28% | -0.31% | -3.58% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.26% | -1.11% | +13.01% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.20% | +0.04% | +4.01% | |
| 18 | VOX | Vanguard Communication Servi | ETF-Other | 2.00% | -0.12% | -1.80% | |
| 19 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 1.96% | -0.01% | +1.53% | |
| 20 | EWU | Ishares Msci United Kingdom | ETF-Other | 1.85% | -0.16% | -2.69% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.78% | -0.15% | +7.25% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.58% | -0.21% | -2.21% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.40% | -0.12% | +6.11% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.31% | +0.02% | -7.03% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 1.25% | +0.05% | +9.06% | |
| 26 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.23% | -0.11% | +3.10% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.12% | -0.09% | +12.19% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-Other | 0.97% | -0.08% | +25.96% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.97% | -0.06% | +7.31% | |
| 30 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.91% | -0.14% | -3.27% | |
| 31 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.88% | -0.04% | +0.06% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.86% | — | +7.95% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.85% | +0.02% | +11.29% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.84% | +0.25% | -0.74% | |
| 35 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.77% | -0.12% | -0.73% | |
| 36 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 0.75% | -0.04% | +9.43% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.75% | +0.57% | +13.49% | |
| 38 | VPU | Vanguard Utilities ETF | ETF-Other | 0.75% | -0.02% | +0.62% | |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.73% | +0.04% | +14.80% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.73% | -0.05% | -2.79% | |
| 41 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.72% | -0.13% | -5.78% | |
| 42 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.72% | -0.06% | -14.51% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.69% | -0.01% | -0.70% | |
| 44 | VDE | Vanguard Energy ETF | ETF-Other | 0.66% | -0.23% | -0.55% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.66% | -0.03% | — | |
| 46 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.65% | +0.01% | +2.28% | |
| 47 | VFH | Vanguard Financials ETF | ETF-Other | 0.64% | +0.02% | +8.84% | |
| 48 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.64% | -0.03% | +12.91% | |
| 49 | XLB | Ss Materials Select Sector | ETF-Other | 0.61% | -0.11% | +7.24% | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.61% | -0.14% | +5.08% |
According to official SEC Form 13F filings, Sharper & Granite LLC reported a total U.S. public equity portfolio value of $322.7M across 101 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USFR, XLP, XLI) accounted for 17.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $1.6M
Top Position Liquidated / Trimmed
PLNT
前期市值: $853.7K
During Q1 2025, Sharper & Granite LLC's top holdings by market value included USFR (7.6%)、XLP (4.6%)、XLI (3.9%). The largest single position, USFR, represented 7.6% of total portfolio value.
In Q1 2025, Sharper & Granite LLC made 48 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 14 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.