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CIK: 0001959415
Total reported value
$322.7M
$322.7M
106 檔
18.8%
During the Q2 2025 filing period, Sharper & Granite LLC (CIK: 0001959415) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $322.7M across 106 reported positions.
In Q2 2025, Sharper & Granite LLC displayed an active expansion posture, initiating 7 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 7.93% | +1.54% | +12.81% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 4.24% | -0.63% | -0.42% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.10% | +0.26% | +8.81% | |
| 4 | XLI | Ss Industrial Select Sector | ETF-Other | 4.06% | -0.03% | -0.81% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.68% | +0.01% | -0.51% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.68% | -0.24% | +3.43% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.67% | +0.07% | +3.71% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-Other | 2.54% | +0.01% | -7.42% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.53% | -0.31% | +8.44% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.46% | -0.05% | +5.08% | |
| 11 | VIS | Vanguard Industrials ETF | ETF-Other | 2.41% | -0.08% | -3.55% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.40% | -1.11% | +4.10% | |
| 13 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 2.36% | -0.12% | -4.12% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.32% | -0.07% | +2.60% | |
| 15 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.23% | -0.26% | -7.32% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.22% | +0.04% | +1.59% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.13% | +0.85% | -4.82% | |
| 18 | VOX | Vanguard Communication Servi | ETF-Other | 2.09% | -0.12% | -0.52% | |
| 19 | EWU | Ishares Msci United Kingdom | ETF-Other | 1.88% | -0.16% | +4.49% | |
| 20 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 1.81% | -0.01% | -1.58% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.79% | +0.05% | +47.36% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.78% | -0.21% | +4.40% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.72% | -0.15% | +5.32% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.34% | -0.12% | +2.97% | |
| 25 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.29% | -0.11% | +2.65% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.19% | +0.02% | +3.73% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 1.12% | +0.57% | +31.80% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.06% | +0.25% | +11.43% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.00% | -0.09% | -3.33% | |
| 30 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.96% | -0.06% | +5.65% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-Other | 0.95% | -0.08% | +4.85% | |
| 32 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.94% | -0.13% | +15.04% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.91% | -0.05% | +93.46% | |
| 34 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.83% | -0.12% | +4.24% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.82% | +0.02% | — | |
| 36 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.80% | -0.04% | -1.43% | |
| 37 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.75% | -0.14% | -8.67% | |
| 38 | XLB | Ss Materials Select Sector | ETF-Other | 0.75% | -0.11% | +24.42% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.72% | — | -9.29% | |
| 40 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 0.71% | -0.04% | +1.89% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.69% | -0.01% | +5.84% | |
| 42 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.69% | +0.04% | +3.68% | |
| 43 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.68% | -0.06% | -8.91% | |
| 44 | EWH | Ishares Msci Hong Kong ETF | ETF-Other | 0.63% | -0.08% | -1.19% | |
| 45 | VFH | Vanguard Financials ETF | ETF-Other | 0.63% | +0.02% | -0.96% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.05% | -0.17% | |
| 47 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.62% | -0.03% | +5.98% | |
| 48 | VPU | Vanguard Utilities ETF | ETF-Other | 0.60% | -0.02% | -15.76% | |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.59% | +0.01% | +1.97% | |
| 50 | VDE | Vanguard Energy ETF | ETF-Other | 0.55% | -0.23% | -3.88% |
According to official SEC Form 13F filings, Sharper & Granite LLC reported a total U.S. public equity portfolio value of $322.7M across 106 disclosed positions in Q2 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, VTI) accounted for 18.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
AMZN
市值: $571.6K
Top Position Liquidated / Trimmed
GBTC
前期市值: $1.4M
During Q2 2025, Sharper & Granite LLC's top holdings by market value included USFR (7.9%)、XLP (4.2%)、VTI (4.1%). The largest single position, USFR, represented 7.9% of total portfolio value.
In Q2 2025, Sharper & Granite LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 27 positions, trimming 13 holdings, and fully liquidating 2 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.
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