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CIK: 0001959415
Total reported value
$322.7M
$322.7M
107 檔
17.7%
The Q1 2026 SEC filing reveals that Sharper & Granite LLC held a total portfolio value of $322.7M, covering 107 public equity positions.
Sharper & Granite LLC executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 1 holdings and trimming 46 positions.
In terms of portfolio concentration, the top 5 core holdings (including USFR, VTI, XLI) accounted for 17.7% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 5.07% | +1.54% | -12.09% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.89% | +0.26% | +13.11% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-Other | 3.58% | -0.03% | -0.75% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.02% | +0.07% | +22.41% | |
| 5 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.96% | -0.63% | -2.85% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.91% | -0.24% | +2.44% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.70% | +0.01% | +0.92% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 2.60% | +0.05% | +18.57% | |
| 9 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 2.52% | -0.12% | -4.32% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.44% | +0.85% | +10.59% | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.40% | -0.07% | +8.00% | |
| 12 | EWU | Ishares Msci United Kingdom | ETF-Other | 2.34% | -0.16% | +13.31% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.31% | -0.31% | +1.34% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.28% | -1.11% | — | |
| 15 | VHT | Vanguard Health Care ETF | ETF-Other | 2.28% | +0.01% | -2.11% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 2.22% | +0.57% | +15.00% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.07% | -0.15% | +6.13% | |
| 18 | VIS | Vanguard Industrials ETF | ETF-Other | 2.06% | -0.08% | -1.59% | |
| 19 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 2.02% | -0.01% | +4.05% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.88% | +0.04% | +0.90% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 1.83% | -0.05% | -8.19% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.71% | -0.21% | -0.06% | |
| 23 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.68% | +0.91% | +6.46% | |
| 24 | VOX | Vanguard Communication Servi | ETF-Other | 1.65% | -0.12% | -6.32% | |
| 25 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.59% | -0.26% | -0.98% | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.56% | -0.05% | +5.89% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.53% | -0.12% | +25.66% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.40% | +0.25% | -0.36% | |
| 29 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.35% | -0.11% | +0.64% | |
| 30 | XLB | Ss Materials Select Sector | ETF-Other | 1.31% | -0.11% | +26.59% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.28% | -0.06% | +47.43% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.14% | -0.09% | +19.26% | |
| 33 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.10% | -0.13% | +4.66% | |
| 34 | VFH | Vanguard Financials ETF | ETF-Other | 1.09% | +0.02% | +12.21% | |
| 35 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 1.00% | -0.04% | +42.63% | |
| 36 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.98% | +0.07% | +28.60% | |
| 37 | PFF | Ishares Preferred & Income S | ETF-Other | 0.93% | -0.08% | +9.81% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.02% | -4.12% | |
| 39 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.89% | -0.12% | +8.68% | |
| 40 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.85% | -0.11% | +5.18% | |
| 41 | VAW | Vanguard Materials ETF | ETF-Other | 0.78% | -0.05% | -1.90% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.75% | -0.06% | +203.63% | |
| 43 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.74% | -0.03% | +16.17% | |
| 44 | EPI | Wisdomtree India Earnings | ETF-Other | 0.71% | -0.04% | +11.02% | |
| 45 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 0.68% | -0.04% | -3.21% | |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.65% | +0.04% | -3.64% | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.64% | +0.01% | -9.47% | |
| 48 | VPU | Vanguard Utilities ETF | ETF-Other | 0.61% | -0.02% | +6.19% | |
| 49 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.58% | -0.14% | -6.85% | |
| 50 | XSD | Ss Spdr S&p Semiconductor | ETF-Other | 0.58% | +0.40% | -3.05% |
According to official SEC Form 13F filings, Sharper & Granite LLC reported a total U.S. public equity portfolio value of $322.7M across 107 disclosed positions in Q1 2026.
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Top New Position Initiated
XSW
市值: $217.0K
Top Position Liquidated / Trimmed
CMF
前期市值: $231.0K
During Q1 2026, Sharper & Granite LLC's top holdings by market value included USFR (5.1%)、VTI (4.9%)、XLI (3.6%). The largest single position, USFR, represented 5.1% of total portfolio value.
In Q1 2026, Sharper & Granite LLC made 91 total portfolio adjustments, initiating 1 new buys, adding to 43 positions, trimming 46 holdings, and fully liquidating 1 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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