SHARPEPOINT LLC — 13F holdings

SHARPEPOINT LLC reported 89 holdings worth $200M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. LLY ELI LILLY & CO — $9.58M (4.8%)
2. WDC WESTERN DIGITAL CORP — $9.29M (4.7%)
3. GEV GE VERNOVA INC — $7.86M (3.9%)
4. PYLD PIMCO ETF TR — $7.01M (3.5%)
5. STX SEAGATE TECHNOLOGY HLDNGS PL — $6.76M (3.4%)
6. AVGO BROADCOM INC — $6.51M (3.3%)
7. NVDA NVIDIA CORPORATION — $6.35M (3.2%)
8. SPYV SPDR SERIES TRUST — $6.20M (3.1%)
9. MU MICRON TECHNOLOGY INC — $6.09M (3.0%)
10. SPCX SPACE EXPLORATION TECHN CORP — $5.18M (2.6%)