SHARPEPOINT LLC - Portfolio Stock Holdings

SHARPEPOINT LLC disclosed 95 stock positions in a recent SEC 13F filing. $183,299,654 of stock holdings were filed, with the largest holdings including LLY, PYLD, and NVDA. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $222,806,601 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.