Sharp Financial Services, LLC
Sector Allocation
- Other70.8%$152.8M
- Financials10.6%$22.8M
- Technology9.0%$19.3M
- Healthcare2.0%$4.4M
- Energy1.9%$4.1M
- Industrials1.9%$4.0M
- Consumer Staples1.8%$4.0M
- Consumer Discretionary0.7%$1.6M
- Materials0.6%$1.3M
- Utilities0.5%$1.1M
AUM History
13fpro.ai/research/fund/sharp-financial-services-llc-1733194
Conviction and streaks
Diversifying · top 10 = 53.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$30.7M
- ISHARES$15.3M
- VANGUARD$12.8M
GLD
$10.4M- ISHARES$8.0M
QQQ
$7.9M- SELECT$7.9M
- ISHARES$7.6M
- ISHARES$7.2M
- SELECT$7.2M
- ISHARES$7.1M
- ISHARES$7.1M
- VANGUARD$7.0M
NVDA
$3.1MIAU
$2.8M- VANGUARD$2.7M
GOOGL
$2.5MAAPL
$2.4M- VANGUARD$2.3M
AVGO
$2.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sharp-financial-services-llc-1733194
Sharp Financial Services, LLC 13F holdings — Q2 2026
$215.9M portfolio (+6.6% QoQ) · 127 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$30.7M
14.2% of stocks
+2805%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE US AGGBD ET
$15.3M
7.1% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$12.8M
5.9% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $10.4M
4.8% of stocks
+3%This quarter-1.1%Since filed9+ qtrsHeld- 5
ISHARES TR - RUSSELL 2000 ETF
$8.0M
3.7% of stocks
+746%This quarter—Since filed—HeldAIQuality—Est. buy— $7.9M
3.7% of stocks
+693%This quarter+4.1%Since filed9+ qtrsHeld- 7
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$7.9M
3.6% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 8
ISHARES INC - CORE MSCI EMKT
$7.6M
3.5% of stocks
+823%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - US TELECOM ETF
$7.2M
3.4% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 10
SELECT SECTOR SPDR TR - ST STR ENERG ETF
$7.2M
3.4% of stocks
+3226%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - TOTAL STK MKT | $30.7M | 14.2% | +2805% | — | — | — | — | |
| 2 | ISHARES TR - CORE US AGGBD ET | $15.3M | 7.1% | +6% | — | — | — | — | |
| 3 | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $12.8M | 5.9% | +5% | — | — | — | — | |
| 4 | $10.4M | 4.8% | +3% | -1.1% | 9+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - RUSSELL 2000 ETF | $8.0M | 3.7% | +746% | — | — | — | — | |
| 6 | $7.9M | 3.7% | +693% | +4.1% | 9+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $7.9M | 3.6% | New | — | New this quarter | — | — | |
| 8 | ISHARES INC - CORE MSCI EMKT | $7.6M | 3.5% | +823% | — | — | — | — | |
| 9 | ISHARES TR - US TELECOM ETF | $7.2M | 3.4% | New | — | New this quarter | — | — | |
| 10 | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $7.2M | 3.4% | +3226% | — | — | — | — |
All holdings — Sharp Financial Services, LLC (Q2 2026)
127 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - U.S. BAS MTL ETFetf/fund | — | $7.1M | 3.3% | 40K | New | — | — | 13F |
| 12 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $7.1M | 3.3% | 52K | +2369% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - MCAP GR IDXVIPetf/fund | — | $7.0M | 3.2% | 23K | -80% | — | — | 13F |
| 14 | NVIDIA CORP | Technology | $3.1M | 1.4% | 15K | +6% | 9+ qtrsAdded 2 qtrs in a row | 86.0 | 13F | |
| 15 | ISHARES GOLD TRUSTetf/fund | Financials | $2.8M | 1.3% | 38K | +7% | 9+ qtrsAdded 5 qtrs in a row | — | 13F | |
| 16 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $2.7M | 1.2% | 38K | -0.4% | — | — | 13F |
| 17 | Alphabet Inc. | Technology | $2.5M | 1.2% | 7,100 | +14% | 9+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Apple Inc. | Technology | $2.4M | 1.1% | 8,457 | +2% | 9+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $2.3M | 1.1% | 38K | +13% | — | — | 13F |
| 20 | Broadcom Inc. | Technology | $2.3M | 1.1% | 5,994 | +2% | 9+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Meta Platforms, Inc. | Technology | $2.1M | 1.0% | 3,764 | -11% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | EXXON MOBIL CORP | Energy | $2.0M | 0.9% | 14K | +16% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $1.9M | 0.9% | 2,835 | +31% | — | — | 13F |
| 24 | Invesco Ltd. | Financials | $1.8M | 0.8% | 8,607 | +20% | 9+ qtrsAdded 5 qtrs in a row | — | 13F | |
| 25 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | — | $1.6M | 0.7% | 62K | +16% | — | — | 13F |
| 26 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.6M | 0.7% | 13K | +293% | |||
| 27 | — | ISHARES TR - CORE S&P500 ETF | — | $1.4M | 0.6% | 1,857 | +60% | |||
| 28 | $MSFT | MICROSOFT CORP | Technology | $1.3M | 0.6% | 3,513 | +12% | |||
| 29 | — | ISHARES TR - CORE MSCI EAFE | — | $1.2M | 0.6% | 12K | +9% | |||
| 30 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.1M | 0.5% | 4,686 | +2% | |||
| 31 | $VRT | Vertiv Holdings Co | Technology | $1.0M | 0.5% | 3,105 | +5% | |||
| 32 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1.0M | 0.5% | 11K | +9% | |||
| 33 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $985K | 0.5% | 13K | +13% | |||
| 34 | $V | VISA INC. | Financials | $979K | 0.5% | 2,853 | -5% | |||
| 35 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $924K | 0.4% | 1,846 | -25% | |||
| 36 | $CVX | CHEVRON CORP | Energy | $903K | 0.4% | 5,446 | +45% | |||
| 37 | $ETN | Eaton Corp plc | Industrials | $845K | 0.4% | 1,983 | +3% | |||
| 38 | $JNJ | JOHNSON & JOHNSON | Healthcare | $839K | 0.4% | 3,305 | +12% | |||
| 39 | — | ISHARES TR - CORE S&P TTL STK | — | $825K | 0.4% | 5,025 | — | |||
| 40 | $RTX | RTX Corp | Industrials | $806K | 0.4% | 4,247 | +16% | |||
| 41 | $SPY | SPDR S&P 500 ETF TRUST | — | $805K | 0.4% | 1,078 | +16% | |||
| 42 | $WMT | Walmart Inc. | Consumer Staples | $774K | 0.4% | 6,834 | +22% | |||
| 43 | $JPM | JPMORGAN CHASE & CO | Financials | $773K | 0.4% | 2,362 | -4% | |||
| 44 | $LLY | ELI LILLY & Co | Healthcare | $765K | 0.3% | 638 | +33% | |||
| 45 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $742K | 0.3% | 1,132 | +0.5% | |||
| 46 | $PLTR | Palantir Technologies Inc. | Technology | $714K | 0.3% | 6,117 | — | |||
| 47 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | — | $710K | 0.3% | 14K | +61% | |||
| 48 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $700K | 0.3% | 6,508 | +4% | |||
| 49 | $PSX | Phillips 66 | Energy | $670K | 0.3% | 3,966 | +27% | |||
| 50 | $ABBV | AbbVie Inc. | Healthcare | $660K | 0.3% | 2,622 | -4% | |||
| 51 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $656K | 0.3% | 907 | -6% | |||
| 52 | $D | DOMINION ENERGY, INC | Utilities | $650K | 0.3% | 9,516 | -10% | |||
| 53 | $PFE | PFIZER INC | Healthcare | $647K | 0.3% | 27K | +20% | |||
| 54 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $646K | 0.3% | 6,321 | +26% | |||
| 55 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $639K | 0.3% | 3,451 | +7% | |||
| 56 | $SLV | iShares Silver Trust | Financials | $631K | 0.3% | 12K | -2% | |||
| 57 | $PM | Philip Morris International Inc. | Consumer Staples | $607K | 0.3% | 3,357 | -24% | |||
| 58 | $LMT | LOCKHEED MARTIN CORP | Industrials | $594K | 0.3% | 1,166 | +140% | |||
| 59 | — | ISHARES INC - MSCI JAPAN ETF | — | $588K | 0.3% | 6,305 | -3% | |||
| 60 | — | ISHARES TR - RUS 2000 VAL ETF | — | $556K | 0.3% | 2,515 | -2% | |||
| 61 | $TGT | TARGET CORP | Consumer Staples | $555K | 0.3% | 4,250 | — | |||
| 62 | $CNQ | CANADIAN NATURAL RESOURCES Ltd | Energy | $534K | 0.3% | 14K | +8% | |||
| 63 | $CSCO | CISCO SYSTEMS, INC. | Technology | $507K | 0.2% | 4,315 | -23% | |||
| 64 | — | KRANESHARES TRUST - CALIFORNIA CARB | — | $501K | 0.2% | 29K | +61% | |||
| 65 | $CAT | CATERPILLAR INC | Industrials | $494K | 0.2% | 464 | -1% | |||
| 66 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $479K | 0.2% | 1,204 | +6% | |||
| 67 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $478K | 0.2% | 1,000 | +9% | |||
| 68 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $465K | 0.2% | 2,375 | — | |||
| 69 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $450K | 0.2% | 1,486 | -99% | |||
| 70 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $445K | 0.2% | 8,747 | +57% | |||
| 71 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $429K | 0.2% | 5,968 | — | |||
| 72 | — | ISHARES TR - CORE S&P MCP ETF | — | $428K | 0.2% | 5,553 | +85% | |||
| 73 | — | ISHARES TR - EXPANDED TECH | — | $425K | 0.2% | 4,690 | +37% | |||
| 74 | $IVZ | Invesco Ltd. | Financials | $424K | 0.2% | 6,579 | New | |||
| 75 | $AXP | AMERICAN EXPRESS CO | Financials | $422K | 0.2% | 1,248 | +7% | |||
| 76 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $422K | 0.2% | 3,185 | -19% | |||
| 77 | $FCX | FREEPORT-MCMORAN INC | Materials | $420K | 0.2% | 6,677 | +15% | |||
| 78 | $RIO | RIO TINTO PLC | Materials | $409K | 0.2% | 4,308 | +42% | |||
| 79 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $404K | 0.2% | 4,692 | +412% | |||
| 80 | $CB | Chubb Ltd | Financials | $403K | 0.2% | 1,182 | +9% | |||
| 81 | — | ISHARES TR - RUS 1000 VAL ETF | — | $402K | 0.2% | 1,658 | -1% | |||
| 82 | $MS | MORGAN STANLEY | Financials | $394K | 0.2% | 1,884 | +1.0% | |||
| 83 | — | INVESCO ACTVELY MNGD ETC FD - AGRI CMDTY STRA | — | $394K | 0.2% | 11K | New | |||
| 84 | $IVZ | Invesco Ltd. | Financials | $381K | 0.2% | 4,100 | New | |||
| 85 | $GS | GOLDMAN SACHS GROUP INC | Financials | $379K | 0.2% | 375 | -37% | |||
| 86 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $375K | 0.2% | 6,577 | +1% | |||
| 87 | $ABT | ABBOTT LABORATORIES | Healthcare | $370K | 0.2% | 4,081 | +69% | |||
| 88 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $367K | 0.2% | 4,809 | +60% | |||
| 89 | $MRK | Merck & Co., Inc. | Healthcare | $356K | 0.2% | 2,771 | +10% | |||
| 90 | — | USCF ETF TR - SUMMERHAVEN K1 | — | $350K | 0.2% | 13K | +8% | |||
| 91 | $DBA | INVESCO DB AGRICULTURE FUND | Financials | $345K | 0.2% | 13K | -10% | |||
| 92 | $TXN | TEXAS INSTRUMENTS INC | Technology | $326K | 0.1% | 1,093 | New | |||
| 93 | $PEP | PEPSICO INC | Consumer Staples | $323K | 0.1% | 2,385 | -23% | |||
| 94 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $320K | 0.1% | 2,185 | -11% | |||
| 95 | $GE | GENERAL ELECTRIC CO | Industrials | $318K | 0.1% | 850 | -38% | |||
| 96 | $NFLX | NETFLIX INC | Communication Services | $315K | 0.1% | 4,416 | +2% | |||
| 97 | $HPE | Hewlett Packard Enterprise Co | Technology | $309K | 0.1% | 6,844 | -22% | |||
| 98 | $KHC | Kraft Heinz Co | Consumer Staples | $309K | 0.1% | 13K | -14% | |||
| 99 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $300K | 0.1% | 1,219 | -25% | |||
| 100 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $300K | 0.1% | 851 | -24% | |||
| 101 | $QCOM | QUALCOMM INC/DE | Technology | $297K | 0.1% | 1,607 | -62% | |||
| 102 | $ORCL | ORACLE CORP | Technology | $293K | 0.1% | 1,996 | +36% | |||
| 103 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $291K | 0.1% | 311 | +0.3% | |||
| 104 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $290K | 0.1% | 3,846 | — | |||
| 105 | $UNP | UNION PACIFIC CORP | Industrials | $288K | 0.1% | 1,058 | -23% | |||
| 106 | $HL | HECLA MINING CO/DE/ | Materials | $285K | 0.1% | 18K | — | |||
| 107 | $NVO | NOVO NORDISK A S | Healthcare | $283K | 0.1% | 5,900 | New | |||
| 108 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $282K | 0.1% | 3,496 | +288% | |||
| 109 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $279K | 0.1% | 10K | New | |||
| 110 | — | AMPLIFY ETF TR - JR SILV MINE ETF | — | $270K | 0.1% | 10K | — | |||
| 111 | — | ISHARES TR - ISHARES SEMICDTR | — | $260K | 0.1% | 405 | New | |||
| 112 | $PSLV | Sprott Physical Silver Trust | Financials | $259K | 0.1% | 14K | +8% | |||
| 113 | — | ISHARES TR - CORE DIV GRWTH | — | $255K | 0.1% | 3,362 | +0.0% | |||
| 114 | $TFC | TRUIST FINANCIAL CORP | Financials | $254K | 0.1% | 5,089 | New | |||
| 115 | — | ISHARES TR - SP SMCP600VL ETF | — | $253K | 0.1% | 1,854 | -99% | |||
| 116 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $253K | 0.1% | 485 | New | |||
| 117 | $PANW | Palo Alto Networks Inc | Technology | $251K | 0.1% | 737 | New | |||
| 118 | $GOOG | Alphabet Inc. | Technology | $250K | 0.1% | 708 | -2% | |||
| 119 | $COHR | COHERENT CORP. | Technology | $237K | 0.1% | 600 | New | |||
| 120 | — | ISHARES TR - INTL SEL DIV ETF | — | $228K | 0.1% | 5,500 | — | |||
| 121 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $217K | 0.1% | 2,026 | -31% | |||
| 122 | $LIN | LINDE PLC | Materials | $216K | 0.1% | 416 | New | |||
| 123 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $211K | 0.1% | 276 | -51% | |||
| 124 | $DUK | Duke Energy CORP | Utilities | $210K | 0.1% | 1,661 | -11% | |||
| 125 | $DIS | Walt Disney Co | Communication Services | $206K | 0.1% | 2,139 | -14% | |||
| 126 | $SO | SOUTHERN CO | Utilities | $200K | 0.1% | 2,090 | -0.5% | |||
| 127 | $F | FORD MOTOR CO | Consumer Discretionary | $186K | 0.1% | 13K | +0.0% |
What changed in Q2 2026
Against the previous quarter's 13F: 13 new, 67 added to, 36 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
- SELECT SECTOR SPDR TR - ST STR TECHN ETF$7.9M
first bought this quarter
- ISHARES TR - US TELECOM ETF$7.2M
first bought this quarter
- ISHARES TR - U.S. BAS MTL ETF$7.1M
first bought this quarter
- INVESCO ACTVELY MNGD ETC FD - AGRI CMDTY STRA$394K
first bought this quarter
$TXNTEXAS INSTRUMENTS INC$326K
first bought this quarter
$NVONOVO NORDISK A S$283K
first bought this quarter
+7 more in the Excel export
Added to (67)
- VANGUARD INDEX FDS - TOTAL STK MKT+2805%
now $30.7M
- SELECT SECTOR SPDR TR - ST STR ENERG ETF+3226%
now $7.2M
- ISHARES TR - RUSSELL 2000 ETF+746%
now $8.0M
now $7.9M · held 9+ qtrs
- ISHARES TR - S&P 500 GRWT ETF+2369%
now $7.1M
- ISHARES INC - CORE MSCI EMKT+823%
now $7.6M
+61 more in the Excel export
Trimmed (36)
- ISHARES TR - SP SMCP600VL ETF-99%
now $253K
- VANGUARD INDEX FDS - SMALL CP ETF-99%
now $450K
- VANGUARD INDEX FDS - MCAP GR IDXVIP-80%
now $7.0M
$QCOMQUALCOMM INC/DE-62%
now $297K · held 9+ qtrs, 2 trims in a row
$BRK.BBERKSHIRE HATHAWAY INC-25%
now $924K · held 9+ qtrs, 2 trims in a row
$METAMeta Platforms, Inc.-11%
now $2.1M · held 9+ qtrs
+30 more in the Excel export
Holdings by quarter
Every 13F Sharp Financial Services, LLC has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow Sharp Financial Services?
Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Sharp Financial Services's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
+0.1%
Value-weighted move of the 10 largest stock positions
Turnover
48%
Last quarter; 139% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Sharp Financial Services, LLC disclosed 127 positions worth $215.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 13 new positions and exited 8. The portfolio is most concentrated in Other (70.8% of disclosed assets). All figures are sourced directly from Sharp Financial Services, LLC’s Form 13F-HR filing with the SEC under CIK 1733194.
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AI-Powered Hedge Fund Analysis: Sharp Financial Services, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Sharp Financial Services, LLC (SEC CIK: 1733194), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Sharp Financial Services, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.