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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 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLV SELECT SECTOR SPDR TR 36,275.0 $5.8M 1.78% -322.0 -0.9% $158.66 +8.0%
22 VGT VANGUARD WORLD FD 44,424.0 $5.3M 1.65% +39K +658.0% $119.52 -0.5%
23 VOX VANGUARD WORLD FD 26,769.0 $4.9M 1.53% $183.95 +0.9%
24 XLY SELECT SECTOR SPDR TR 41,485.0 $4.9M 1.51% -409.0 -1.0% $117.28 -2.4%
25 QQQ INVESCO QQQ TR Financial Services 6,569.0 $4.8M 1.50% -2K -24.4% $736.40 -3.9%
26 BNDX VANGUARD CHARLOTTE FDS 94,095.0 $4.6M 1.41% +1K +1.2% $48.43 -2.4%
27 VDC VANGUARD WORLD FD 19,042.0 $4.3M 1.33% -2K -8.3% $225.49 +1.9%
28 VGK VANGUARD INTL EQUITY INDEX F 45,148.0 $4.0M 1.24% -3K -5.6% $88.54 +2.4%
29 EMB ISHARES TR 40,790.0 $3.9M 1.22% +1K +2.6% $96.44 -2.4%
30 XLB SELECT SECTOR SPDR TR 76,086.0 $3.9M 1.20% -807.0 -1.1% $50.83 +2.5%
31 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%
32 VFH VANGUARD WORLD FD 27,284.0 $3.6M 1.11% +945.0 +3.6% $131.60 +6.0%
33 VTIP VANGUARD MALVERN FDS 67,383.0 $3.4M 1.05% +610.0 +0.9% $50.23 -1.1%
34 VCR VANGUARD WORLD FD 8,509.0 $3.4M 1.05% +528.0 +6.6% $396.61 -3.2%
35 XSD SPDR SERIES TRUST 5,090.0 $3.2M 0.98% -150.0 -2.9% $623.70 -24.1%
36 IGV ISHARES TR 34,617.0 $3.1M 0.97% -6K -13.9% $90.60 +17.2%
37 AGGY WISDOMTREE TR 71,391.0 $3.1M 0.96% +4K +5.7% $43.48 -2.4%
38 AAPL APPLE INC Technology 10,516.0 $3.0M 0.94% $289.36 +12.4%
39 PFF ISHARES TR 89,765.0 $2.7M 0.85% $30.49 -1.3%
40 EPP ISHARES INC 46,409.0 $2.5M 0.77% -2K -4.8% $53.26 +7.3%
Page 2 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%