Samuel Lyman

Sharpepoint Llc

Assets Managed

$167.709M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 19d ago

Growth Rate

0.49%(2Q avg: 25.51%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Sharpepoint Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Sharpepoint Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 167.709M in assets, with a quarterly growth rate of 0.49% and a 2-quarter average growth rate of 25.51%. The portfolio is managed by Samuel Lyman, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
TLT Ishares 20+ Year Treasury Bd Recent Activity Increased 8.28%	5.19%	$8.696M 100,315 shares@ $86.7 avg price	Increased 8.28%
LLY Eli Lilly & Co Recent Activity Increased 1.06%	4.32%	$7.235M 7,866 shares@ $919.81 avg price	Increased 1.06%
PYLD Pimco Multisector Bond Actv Recent Activity Increased 7.45%	3.78%	$6.33M 241,591 shares@ $26.2 avg price	Increased 7.45%
GEV Ge Vernova Inc Recent Activity Decreased -13.67%	3.68%	$6.16M 7,057 shares@ $872.9 avg price	Decreased -13.67%
SPYV Spdr Port S&p 500 Value Recent Activity Increased 1.14%	3.34%	$5.594M 98,877 shares@ $56.58 avg price	Increased 1.14%
NVDA Nvidia Corp Recent Activity Decreased -1.62%	3.32%	$5.568M 31,924 shares@ $174.41 avg price	Decreased -1.62%
AVGO Broadcom Inc Recent Activity Increased 5.58%	3.22%	$5.387M 17,404 shares@ $309.51 avg price	Increased 5.58%
WDC Western Digital Corp Recent Activity Decreased -25.53%	2.96%	$4.958M 18,328 shares@ $270.5 avg price	Decreased -25.53%
STX Seagate Technology Holdings Recent Activity New Position	2.43%	$4.071M 10,392 shares@ $391.77 avg price	New Position
AMZN Amazon.com Inc Recent Activity Increased 4.1%	2.41%	$4.036M 19,379 shares@ $208.27 avg price	Increased 4.1%

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