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Livermore
Livermore
ZHEN

Sharp Financial Services, LLC

SEC CIK
0001733194
Latest filing
Jul 24, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 16, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
113
+8 vs. Q3 2025
Portfolio value
$198.7M
+$14.8M (+8.1%) vs. Q3 2025
Filed
Jan 16, 2026
SEC
Holdings of Sharp Financial Services, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF850$246.7K0.1%−147−14.7%Reduced–
PYPLPayPal Holdings, Inc.Stock4,185$244.3K0.1%−4,240−50.3%ReducedHistory
CELHCelsius Holdings, Inc.COM NEW5,250$240.1K0.1%+50+1.0%AddedHistory
TMToyota Motor CorpADS1,075$230.1K0.1%−25−2.3%ReducedHistory
ABTAbbott LaboratoriesStock1,813$227.2K0.1%+1,813NewHistory
Vanguard Energy ETF92204A306ETF1,800$226.7K0.1%+1,800New–
iShares Core Dividend Growth ETF46434V621ETF3,222$223.7K0.1%00.0%Unchanged–
DISWalt Disney CoStock1,852$210.7K0.1%+1,852NewHistory
DUKDuke Energy CORPStock1,795$210.4K0.1%+1,795NewHistory
ADMArcher-Daniels-Midland CoStock3,650$209.8K0.1%+3,650NewHistory
BACBank of America CorpStock3,763$207.0K0.1%+3,763NewHistory
IBMInternational Business Machines CorpStock692$205.0K0.1%+692NewHistory
FFord Motor CoStock13,895$182.3K0.1%+895+6.9%AddedHistory

Sold out since Q3 2025 (4)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Sharp Financial Services, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
State Street Financial Select Sector SPDR ETF81369Y605ETF127,360$6.86M3.7%–
VZVerizon Communications IncStock5,650$248.3K0.1%History
MAMastercard IncStock375$213.4K0.1%History
HONHoneywell International IncCOM952$200.4K0.1%History