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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 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLI SELECT SECTOR SPDR TR 61,921.0 $11.5M 3.55% -3K -4.4% $185.23 -6.8%
2 XLK SELECT SECTOR SPDR TR 47,275.0 $9.0M 2.79% -2K -3.1% $190.52 -3.6%
3 VOE VANGUARD INDEX FDS 43,677.0 $8.6M 2.67% -3K -5.6% $197.60 +4.0%
4 SOXX ISHARES TR 13,026.0 $8.3M 2.59% -2K -12.7% $640.76 -21.9%
5 DXJ WISDOMTREE TR 44,588.0 $7.7M 2.40% -2K -4.1% $173.52 +3.8%
6 XLP SELECT SECTOR SPDR TR 90,334.0 $7.5M 2.33% -15K -14.5% $83.07 +2.6%
7 XLC SELECT SECTOR SPDR TR 60,328.0 $6.5M 2.00% -700.0 -1.1% $107.13 +3.5%
8 VIS VANGUARD WORLD FD 17,712.0 $6.4M 1.98% -2K -8.3% $360.38 -8.2%
9 XLV SELECT SECTOR SPDR TR 36,275.0 $5.8M 1.78% -322.0 -0.9% $158.66 +8.0%
10 XLY SELECT SECTOR SPDR TR 41,485.0 $4.9M 1.51% -409.0 -1.0% $117.28 -2.4%
11 QQQ INVESCO QQQ TR Financial Services 6,569.0 $4.8M 1.50% -2K -24.4% $736.40 -3.9%
12 VDC VANGUARD WORLD FD 19,042.0 $4.3M 1.33% -2K -8.3% $225.49 +1.9%
13 VGK VANGUARD INTL EQUITY INDEX F 45,148.0 $4.0M 1.24% -3K -5.6% $88.54 +2.4%
14 XLB SELECT SECTOR SPDR TR 76,086.0 $3.9M 1.20% -807.0 -1.1% $50.83 +2.5%
15 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,058.0 $3.8M 1.17% -5K -50.6% $746.77 +1.9%
16 XSD SPDR SERIES TRUST 5,090.0 $3.2M 0.98% -150.0 -2.9% $623.70 -24.1%
17 IGV ISHARES TR 34,617.0 $3.1M 0.97% -6K -13.9% $90.60 +17.2%
18 EPP ISHARES INC 46,409.0 $2.5M 0.77% -2K -4.8% $53.26 +7.3%
19 EPI WISDOMTREE TR 50,259.0 $2.2M 0.67% -670.0 -1.3% $42.78 +0.6%
20 SPTM SPDR SERIES TRUST 22,969.0 $2.1M 0.65% -617.0 -2.6% $90.79 +1.6%
Page 1 of 2  ·  31 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%