Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Sharper & Granite LLC Stock Portfolio

Sharper & Granite LLC Performance:
2025 Q4: -2.42%YTD: 6.63%2024: 7.68%
Performance for 2025 Q4 is -2.42%, and YTD is 6.63%, and 2024 is 7.68%.

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

Sharper & Granite LLC is a hedge fund based in EL SEGUNDO, CA. On 05-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $224.4 Millions. In it's latest 13F Holdings report, Sharper & Granite LLC reported an equity portfolio of $283.9 Millions as of 31 Dec, 2025.

The top stock holdings of Sharper & Granite LLC are DWMF, VB, XLB. The fund has invested 5.9% of it's portfolio in WISDOMTREE TR and 4.7% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off ISHARES TR (AMPS) stocks. They significantly reduced their stock positions in WISDOMTREE TR (DWMF), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (IJR). Sharper & Granite LLC opened new stock positions in GRAYSCALE BITCOIN TRUST ETF, SPDR SERIES TRUST (BIL) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), SPDR SERIES TRUST (BIL) and ISHARES TR (AAXJ).

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

Our best estimate is that Sharper & Granite LLC made a return of -2.42% in the last quarter. In trailing 12 months, it's portfolio return was 6.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
grayscale bitcoin trust etf432,719
spdr series trust428,766
ishares tr300,895
ishares tr275,655
ishares tr230,989
american centy etf tr207,223
New stocks bought by Sharper & Granite LLC

Additions

Ticker% Inc.
select sector spdr tr120
select sector spdr tr112
select sector spdr tr111
select sector spdr tr102
select sector spdr tr97.41
spdr series trust50.78
ishares tr21.69
ishares tr16.27
Additions to existing portfolio by Sharper & Granite LLC

Reductions

Ticker% Reduced
wisdomtree tr-17.84
vanguard intl equity index f-15.59
ishares tr-10.26
vanguard index fds-8.61
ishares gold tr-6.33
ishares tr-6.32
amazon com inc-6.16
ishares tr-5.87
Sharper & Granite LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-254,505
Sharper & Granite LLC got rid off the above stocks

Sector Distribution

Sharper & Granite LLC has about 92.5% of it's holdings in Others sector.

Sector%
Others92.5
Technology5.1

Market Cap. Distribution

Sharper & Granite LLC has about 2.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED92.5
MEGA-CAP2.9
MID-CAP2.8

Stocks belong to which Index?

About 7.4% of the stocks held by Sharper & Granite LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others92.6
S&P 5003.8
RUSSELL 20003.6
Top 5 Winners (%)%
RIVN
rivian automotive inc
34.3 %
GOOG
alphabet inc
28.8 %
BIL
spdr series trust
21.6 %
IJR
ishares tr
16.4 %
AGZD
wisdomtree tr
12.4 %
Top 5 Winners ($)$
AGZD
wisdomtree tr
0.8 M
VAW
vanguard world fd
0.7 M
XLB
select sector spdr tr
0.6 M
IJR
ishares tr
0.4 M
JAMF
wisdomtree tr
0.3 M
Top 5 Losers (%)%
XLB
select sector spdr tr
-43.8 %
XLB
select sector spdr tr
-42.5 %
XLB
select sector spdr tr
-42.0 %
XLB
select sector spdr tr
-41.9 %
XLB
select sector spdr tr
-41.8 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-4.4 M
XLB
select sector spdr tr
-3.5 M
XLB
select sector spdr tr
-2.0 M
XLB
select sector spdr tr
-1.4 M
XLB
select sector spdr tr
-0.7 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. XLB 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: 27 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions