Latest Sharper & Granite LLC Stock Portfolio

Sharper & Granite LLC Performance:

2026 Q1: -0.6%YTD: -0.6%2025: 22.48%

Performance for 2026 Q1 is -0.6%, and YTD is -0.6%, and 2025 is 22.48%.

About Sharper & Granite LLC and 13F Hedge Fund Stock Holdings

Sharper & Granite LLC is a hedge fund based in El Segundo, CA. On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sharper & Granite LLC reported an equity portfolio of $292.7 Millions as of 31 Mar, 2026.

The top stock holdings of Sharper & Granite LLC are DWMF, VB, XLB. The fund has invested 5.1% of it's portfolio in WISDOMTREE TR and 4.9% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), SPDR SERIES TRUST (BIL) and WISDOMTREE TR (AGZD). Sharper & Granite LLC opened new stock positions in SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ISHARES TR (AAXJ) and WISDOMTREE TR (JAMF).

Sharper & Granite LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sharper & Granite LLC made a return of -0.6% in the last quarter. In trailing 12 months, it's portfolio return was 21.65%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr series trust	216,993

New stocks bought by Sharper & Granite LLC

Additions

Ticker	% Inc.
ishares tr	203
ishares tr	47.43
wisdomtree tr	42.63
vanguard intl equity index f	37.48
ishares tr	33.14
vanguard world fd	28.6
select sector spdr tr	26.59
vanguard charlotte fds	25.66

Additions to existing portfolio by Sharper & Granite LLC

Reductions

Ticker	% Reduced
ishares tr	-57.19
spdr series trust	-45.97
wisdomtree tr	-40.07
vanguard index fds	-35.55
select sector spdr tr	-26.23
spdr series trust	-21.66
invesco india exchange-trade	-17.72
meta platforms inc	-13.77

Sharper & Granite LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-230,989

Sharper & Granite LLC got rid off the above stocks

Sector Distribution

Sharper & Granite LLC has about 92.7% of it's holdings in Others sector.

Sector	%
Others	92.7
Technology	5.1

Market Cap. Distribution

Sharper & Granite LLC has about 2.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	92.7
SMALL-CAP	3
MEGA-CAP	2.6

Stocks belong to which Index?

About 7.2% of the stocks held by Sharper & Granite LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	92.8
RUSSELL 2000	3.8
S&P 500	3.4

Top 5 Winners (%)		%
GLW	corning inc	55.3 %
XLB	select sector spdr tr	36.8 %
VAW	vanguard world fd	36.1 %
OIL	barclays bank plc	27.0 %
ACWV	ishares inc	20.8 %

Top 5 Winners ($)		$
AGZD	wisdomtree tr	0.7 M
XLB	select sector spdr tr	0.5 M
VAW	vanguard world fd	0.5 M
XLB	select sector spdr tr	0.4 M
IJR	ishares tr	0.4 M

Top 5 Losers (%)		%
IJR	ishares tr	-23.9 %
RIVN	rivian automotive inc	-23.6 %
MSFT	microsoft corp	-23.0 %
	grayscale bitcoin trust etf	-22.8 %
IBM	international business machs	-18.2 %

Top 5 Losers ($)		$
IJR	ishares tr	-1.0 M
XLB	select sector spdr tr	-0.8 M
VB	vanguard index fds	-0.6 M
XLB	select sector spdr tr	-0.5 M
XLB	select sector spdr tr	-0.4 M

Sharper & Granite LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sharper & Granite LLC

Sharper & Granite LLC has 106 stocks in it's portfolio. About 32.7% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. AGZD was the most profitable stock for Sharper & Granite LLC last quarter.

Last Reported on: 08 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.92	10,567	2,681,800	reduced	-4.12

AAXJ	ishares tr	1.27	39,739	3,732,680	added	47.43

AAXJ	ishares tr	0.93	89,515	2,714,100	added	9.81

AAXJ	ishares tr	0.35	9,345	1,025,240	reduced	-0.85

AAXJ	ishares tr	0.19	4,210	556,141	reduced	-3.26

AAXJ	ishares tr	0.10	3,160	300,042	unchanged	0.00

AAXJ	ishares tr	0.07	3,675	217,523	reduced	-57.19

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.50	20,620	1,448,970	reduced	-0.55

ACWV	ishares inc	0.88	48,754	2,590,790	added	8.68

ACWV	ishares inc	0.49	62,672	1,447,100	reduced	-2.2

ACWV	ishares inc	0.18	13,925	534,581	reduced	-0.36

ACWV	ishares inc	0.10	3,000	287,205	unchanged	0.00

AEMB	american centy etf tr	0.09	2,387	263,692	added	17.47

AGT	ishares tr	2.34	150,612	6,861,880	added	13.31

AGT	ishares tr	0.24	7,302	698,217	reduced	-2.3

AGT	ishares tr	0.16	9,289	464,822	added	25.53

AGZD	wisdomtree tr	2.52	46,508	7,375,240	reduced	-4.32

AGZD	wisdomtree tr	0.71	50,929	2,077,900	added	11.02

AGZD	wisdomtree tr	0.44	15,840	1,290,960	reduced	-7.91