Sierra Summit Advisors LLC
Sierra Summit Advisors LLC reported 185 holdings worth US$895M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Sierra Summit Advisors LLC reported 185 holdings worth US$895M as of Jun 30, 2026. Largest: Nvidia Corporation, Astera Labs, Inc. and Micron Technology, Inc. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 185
- Value as reported
- US$895M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 230K | US$46M | 5.1% |
| Astera Labs, Inc. | 92,645 | US$44.7M | 5.0% |
| Micron Technology, Inc. | 30,581 | US$35.3M | 3.9% |
| Alphabet Inc (google) Class C | 93,299 | US$33.3M | 3.7% |
| Apple Inc | 107K | US$30.9M | 3.4% |
| Marvell Technology, Inc. | 96,720 | US$28.8M | 3.2% |
| Robinhood Markets, Inc. | 248K | US$24.8M | 2.8% |
| Eli Lilly And Company | 19,926 | US$23.9M | 2.7% |
| Lam Research Corporation | 53,034 | US$23M | 2.6% |
| Tesla, Inc. | 54,205 | US$22.8M | 2.5% |
| Ge Vernova Inc. | 19,002 | US$22.3M | 2.5% |
| Citigroup, Inc. | 149K | US$20.8M | 2.3% |
| Vertiv Holdings, Llc | 62,125 | US$20.8M | 2.3% |
| Amazon.com, Inc. | 82,140 | US$19.6M | 2.2% |
| Lumentum Holdings Inc. | 21,729 | US$18.6M | 2.1% |
| Teradyne, Inc. | 35,672 | US$17.3M | 1.9% |
| Shopify Inc. | 151K | US$17.2M | 1.9% |
| Sofi Technologies, Inc. | 895K | US$16.1M | 1.8% |
| Reddit, Inc. | 90,402 | US$15.7M | 1.8% |
| Arista Networks, Inc. | 89,314 | US$15.2M | 1.7% |
| Meta Platforms, Inc. | 26,801 | US$15.1M | 1.7% |
| Steel Dynamics, Inc. | 65,539 | US$15M | 1.7% |
| Entegris, Inc. | 83,246 | US$15M | 1.7% |
| Quanta Services, Inc. | 20,515 | US$14.8M | 1.6% |
| Everpure, Inc. | 173K | US$13.6M | 1.5% |
| Synopsys, Inc. | 30,468 | US$13.6M | 1.5% |
| Applovin Corporation | 24,803 | US$12.8M | 1.4% |
| Alnylam Pharmaceuticals, Inc. | 41,684 | US$12.5M | 1.4% |
| Walt Disney Company (the) | 126K | US$12.2M | 1.4% |
| Symbotic Inc. | 259K | US$11.6M | 1.3% |
| Freeport-mcmoran, Inc. | 170K | US$10.7M | 1.2% |
| Regeneron Pharmaceuticals, Inc. | 14,678 | US$9.15M | 1.0% |
| Boeing Company (the) | 38,824 | US$8.4M | 0.94% |
| Chevron Corporation | 46,608 | US$7.73M | 0.86% |
| Space Exploration Technologies Corp | 36,450 | US$6.23M | 0.70% |
| Caterpillar, Inc. | 5,652 | US$6.02M | 0.67% |
| Mp Materials Corp. | 99,742 | US$5.59M | 0.62% |
| Intuitive Surgical, Inc. | 13,151 | US$5.23M | 0.58% |
| Abbvie Inc. | 17,459 | US$4.39M | 0.49% |
| Jp Morgan Chase & Co. | 12,862 | US$4.21M | 0.47% |
| Cisco Systems, Inc. | 34,495 | US$4.05M | 0.45% |
| Cummins Inc. | 5,595 | US$3.99M | 0.45% |
| Johnson & Johnson | 15,509 | US$3.94M | 0.44% |
| Broadcom Inc. | 9,093 | US$3.43M | 0.38% |
| Agilon Health, Inc. | 31,143 | US$3.34M | 0.37% |
| Microchip Technology Incorporated | 35,813 | US$3.27M | 0.36% |
| International Business Machines Corporation | 10,780 | US$3.03M | 0.34% |
| Goldman Sachs Group, Inc. (the) | 2,862 | US$2.89M | 0.32% |
| Merck & Company, Inc. | 21,917 | US$2.82M | 0.31% |
| Bank Of America Corporation | 49,273 | US$2.81M | 0.31% |
| Wells Fargo & Company | 32,665 | US$2.7M | 0.30% |
| Archer-daniels-midland Company | 35,069 | US$2.68M | 0.30% |
| Williams Companies, Inc. (the) | 34,290 | US$2.55M | 0.28% |
| Zions Bancorporation N.a. | 35,708 | US$2.47M | 0.28% |
| Analog Devices, Inc. | 5,841 | US$2.32M | 0.26% |
| Advanced Micro Devices Inc | 3,969 | US$2.31M | 0.26% |
| Unitedhealth Group Incorporated | 5,528 | US$2.3M | 0.26% |
| Nextera Energy, Inc. | 25,640 | US$2.25M | 0.25% |
| Home Depot, Inc. (the) | 6,120 | US$2.16M | 0.24% |
| Nucor Corporation | 9,479 | US$2.11M | 0.24% |
| Credo Technology Group Holding Ltd | 7,581 | US$2.06M | 0.23% |
| Crowdstrike Holdings, Inc. | 2,610 | US$1.99M | 0.22% |
| Norfolk Southern Corporation | 5,986 | US$1.88M | 0.21% |
| Oscar Health, Inc. | 64,854 | US$1.85M | 0.21% |
| Ichor Holdings | 16,445 | US$1.85M | 0.21% |
| General Dynamics Corporation | 5,197 | US$1.84M | 0.21% |
| Dave Inc. | 4,926 | US$1.84M | 0.20% |
| Amn Healthcare Services Inc | 54,008 | US$1.75M | 0.20% |
| Northern Trust Corporation | 10,031 | US$1.74M | 0.19% |
| Gorilla Technology Group Inc. | 84,611 | US$1.68M | 0.19% |
| Qualcomm Incorporated | 8,922 | US$1.65M | 0.18% |
| Tyson Foods, Inc. | 28,623 | US$1.64M | 0.18% |
| Starbucks Corporation | 15,992 | US$1.63M | 0.18% |
| Nutex Health Inc. | 9,387 | US$1.6M | 0.18% |
| Victorias Secret & Co. | 19,163 | US$1.6M | 0.18% |
| Sterling Infrastructure, Inc. | 1,841 | US$1.55M | 0.17% |
| Viasat, Inc. | 17,170 | US$1.54M | 0.17% |
| Darden Restaurants, Inc. | 7,232 | US$1.49M | 0.17% |
| Marsh | 8,715 | US$1.45M | 0.16% |
| Billiontoone, Inc. | 11,911 | US$1.43M | 0.16% |
| Bristol-myers Squibb Company | 24,647 | US$1.42M | 0.16% |
| Mccormick & Company, Incorporated | 26,873 | US$1.35M | 0.15% |
| Penn Entertainment, Inc. | 63,314 | US$1.35M | 0.15% |
| Packaging Corporation Of America | 5,672 | US$1.35M | 0.15% |
| Carter Bankshares, Inc. | 39,579 | US$1.35M | 0.15% |
| Gilead Sciences, Inc. | 10,532 | US$1.33M | 0.15% |
| Delek Us Holdings, Inc. | 26,063 | US$1.32M | 0.15% |
| Pepsico, Inc. | 9,750 | US$1.32M | 0.15% |
| Comcast Corporation | 52,989 | US$1.3M | 0.15% |
| Kroger Company (the) | 23,378 | US$1.3M | 0.14% |
| Marinemax, Inc. (fl) | 35,220 | US$1.29M | 0.14% |
| Callaway Golf Company | 68,492 | US$1.29M | 0.14% |
| Argan, Inc. | 1,600 | US$1.28M | 0.14% |
| Waterbridge Infrastructure Llc | 36,740 | US$1.26M | 0.14% |
| Remitly Global, Inc. | 56,055 | US$1.26M | 0.14% |
| Waste Management, Inc. | 5,618 | US$1.25M | 0.14% |
| Rigel Pharmaceuticals, Inc. | 31,876 | US$1.25M | 0.14% |
| Mcdonald's Corporation | 4,575 | US$1.24M | 0.14% |
| Deere & Company | 1,944 | US$1.23M | 0.14% |
| Biomarin Pharmaceutical Inc. | 21,173 | US$1.21M | 0.14% |
Every holding of Sierra Summit Advisors LLC
Source
View original at SEC
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