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Portfolio (Quarterly) Guide ↗

Sharper & Granite LLC

· CIK 0001959415
13F Portfolio $323M AUM 109 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 44 Added 31 Reduced
Page 1 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 USFR WISDOMTREE TR 423,807.0 $21.3M 6.61% +129K +43.8% $50.35 +0.1%
2 VTI VANGUARD INDEX FDS 44,889.0 $16.6M 5.15% +296.0 +0.7% $370.04 +1.4%
3 XLI SELECT SECTOR SPDR TR 61,921.0 $11.5M 3.55% -3K -4.4% $185.23 -6.7%
4 J P MORGAN EXCHANGE TRADED F 209,969.0 $10.6M 3.29% +69K +48.6% $50.57
5 VCSH VANGUARD SCOTTSDALE FDS 126,280.0 $10.0M 3.09% +15K +13.1% $79.03 -1.2%
6 XLK SELECT SECTOR SPDR TR 47,275.0 $9.0M 2.79% -2K -3.1% $190.52 -3.6%
7 VTV VANGUARD INDEX FDS 40,188.0 $8.8M 2.71% $217.93 +2.8%
8 VOE VANGUARD INDEX FDS 43,677.0 $8.6M 2.67% -3K -5.6% $197.60 +4.1%
9 XLF SELECT SECTOR SPDR TR 159,643.0 $8.6M 2.65% +6K +3.7% $53.61 +6.7%
10 SOXX ISHARES TR 13,026.0 $8.3M 2.59% -2K -12.7% $640.76 -21.9%
11 DXJ WISDOMTREE TR 44,588.0 $7.7M 2.40% -2K -4.1% $173.52 +3.8%
12 SJNK SPDR SERIES TRUST 300,650.0 $7.5M 2.33% +20K +7.0% $25.03 -1.3%
13 XLP SELECT SECTOR SPDR TR 90,334.0 $7.5M 2.33% -15K -14.5% $83.07 +2.6%
14 VHT VANGUARD WORLD FD 24,689.0 $7.4M 2.29% +229.0 +0.9% $299.01 +7.6%
15 EWU ISHARES TR 152,647.0 $7.0M 2.18% +2K +1.4% $46.14 +4.4%
16 HEDJ WISDOMTREE TR 114,024.0 $6.5M 2.01% +1K +0.9% $57.00 -0.6%
17 XLC SELECT SECTOR SPDR TR 60,328.0 $6.5M 2.00% -700.0 -1.1% $107.13 +3.5%
18 VIS VANGUARD WORLD FD 17,712.0 $6.4M 1.98% -2K -8.3% $360.38 -8.2%
19 VBR VANGUARD INDEX FDS 25,542.0 $6.2M 1.92% +230.0 +0.9% $242.99 +0.3%
20 AGG ISHARES TR 62,648.0 $6.2M 1.92% +2K +2.5% $98.98 -2.2%
Page 1 of 6  ·  109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 51.2%
Technology 30.1%
Consumer Defensive 6.9%
Communication Services 5.3%
Consumer Cyclical 2.9%
Healthcare 2.5%
Energy 1.2%