SHARPEPOINT LLC Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$97.2B

Holdings

43

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (43 positions)

#StockSharesValue% PortfolioType
1
SPYVSPDR SERIES TRUST
97,271$5.1B5.24%
2
NVDANVIDIA CORPORATION
32,126$5.1B5.22%
3
TLTISHARES TR
53,600$4.7B4.87%
4
6RJ0ROCKET LAB CORP
130,175$4.7B4.79%
5
PYLDPIMCO ETF TR
164,577$4.4B4.50%
6
GEGE AEROSPACE
16,868$4.3B4.47%
7
AMZNAMAZON COM INC
18,946$4.2B4.28%
8
OXYOCCIDENTAL PETE CORP
80,112$3.4B3.46%
9
ITA*ISHARES TR
17,208$3.2B3.34%
10
LHXL3HARRIS TECHNOLOGIES INC
12,923$3.2B3.34%
11
EZUISHARES INC
53,740$3.2B3.29%
12
AMDADVANCED MICRO DEVICES INC
20,639$2.9B3.01%
13
CLSCELESTICA INC
18,318$2.9B2.94%
14
TAT&T INC
93,263$2.7B2.78%
15
GOOGLALPHABET INC
14,793$2.6B2.68%
16
EUADSPINNAKER ETF SERIES
57,159$2.5B2.54%
17
ACMAECOM
20,559$2.3B2.39%
18
NNENANO NUCLEAR ENERGY INC
66,039$2.3B2.34%
19
ETVEATON VANCE TAX-MANAGED BUY-
158,330$2.2B2.26%
20
XLFISELECT SECTOR SPDR TR
26,605$2.2B2.22%
21
MLPXGLOBAL X FDS
32,883$2.1B2.12%
22
WMBWILLIAMS COS INC
28,210$1.8B1.82%
23
BPBP PLC
58,233$1.7B1.79%
24
IEFISHARES TR
17,556$1.7B1.73%
25
MAINMAIN STR CAP CORP
28,341$1.7B1.72%
26
PRPERMIAN RESOURCES CORP
122,662$1.7B1.72%
27
BITBBITWISE BITCOIN ETF TR
28,142$1.6B1.70%
28
DKLDELEK LOGISTICS PARTNERS LP
37,362$1.6B1.65%
29
HTGCHERCULES CAPITAL INC
86,457$1.6B1.63%
30
MOALTRIA GROUP INC
26,194$1.5B1.58%
31
RIORIO TINTO PLC
24,078$1.4B1.45%
32
QYLDGLOBAL X FDS
81,098$1.4B1.40%
33
NLYANNALY CAPITAL MANAGEMENT IN
67,664$1.3B1.31%
34
EIXEDISON INTL
22,899$1.2B1.22%
35
NENOBLE CORP PLC
43,901$1.2B1.20%
36
XOMEXXON MOBIL CORP
10,082$1.1B1.12%
37
TRMBTRIMBLE INC
14,013$1.1B1.10%
38
MFICMIDCAP FINANCIAL INVSTMNT CO
80,563$1.0B1.05%
39
DEMWISDOMTREE TR
21,881$991.0M1.02%
40
FSKFS KKR CAP CORP
41,207$855.0M0.88%
41
FTWOEA SERIES TRUST
15,053$537.9M0.55%
42
XOVRENTREPRENEURSHARES SERIES TR
10,867$207.5M0.21%
43
BRD1EURMIND MEDICINE MINDMED INC
10,165$66.0M0.07%