Sharper & Granite LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 47.7% | $11,506,861 |
| Technology | 31.5% | $7,612,435 |
| Consumer Defensive | 7.3% | $1,750,264 |
| Communication Services | 5.5% | $1,331,086 |
| Consumer Cyclical | 3.0% | $721,920 |
| Healthcare | 2.6% | $627,783 |
| Energy | 1.3% | $302,834 |
| Financial Services | 1.2% | $278,323 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −5,190 | 5,058 | $3,777,162 | |
| QQQ | Invesco Qqq Trust, Series 1 | −2,121 | 6,569 | $4,837,411 | |
| IAU | Ishares Gold Trust | −2,116 | 10,689 | $807,126 | |
| GOOGL | Alphabet Inc. | −571 | 629 | $224,785 | |
| IBM | International Business Machines Corp | −140 | 950 | $267,149 | |
| AAPL | Apple Inc. | −51 | 10,516 | $3,042,909 | |
| META | Meta Platforms, Inc. | −8 | 1,964 | $1,106,301 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 2,215 | $302,834 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | 92,940 | $4,465,767 | |
| XLB | State Street Materials Select Sector SPDR ETF | 76,893 | $3,842,343 | |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 67,572 | $2,936,003 | |
| BRK-B | Berkshire Hathaway Inc | 2 | $1,436,280 | |
| IBB | iShares Biotechnology ETF | 5,109 | $862,654 | |
| VEA | Vanguard FTSE Developed Markets ETF | 4,990 | $319,759 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 6,569 | $4,837,411 | 20.05% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,058 | $3,777,162 | 15.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 10,516 | $3,042,909 | 12.61% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 3,440 | $1,797,021 | 7.45% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,871 | $1,750,264 | 7.25% | |
| ANET |
Arista Networks, Inc.
Technology
|
Held | 9,998 | $1,698,460 | 7.04% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,301 | $1,231,339 | 5.10% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,964 | $1,106,301 | 4.58% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 4,273 | $1,091,452 | 4.52% | |
| IAU |
Ishares Gold Trust
|
Reduced | 10,689 | $807,126 | 3.34% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 4,969 | $627,783 | 2.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,301 | $548,420 | 2.27% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 2,215 | $302,834 | 1.25% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Held | 6,330 | $288,141 | 1.19% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,405 | $281,126 | 1.16% | |
| CWBC |
Community West Bancshares
Financial Services
|
Held | 10,362 | $278,323 | 1.15% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 950 | $267,149 | 1.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 629 | $224,785 | 0.93% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
Held | 10,000 | $173,500 | 0.72% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.