Sierra Summit Advisors LLC Top Holdings and 13F Report (2025) About Sierra Summit Advisors LLCInvestment ActivitySierra Summit Advisors LLC has $561.69 million in total holdings as of June 30, 2025.Sierra Summit Advisors LLC owns shares of 177 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 26.20% of the portfolio was purchased this quarter.About 23.72% of the portfolio was sold this quarter.This quarter, Sierra Summit Advisors LLC has purchased 177 new stocks and bought additional shares in 42 stocks.Sierra Summit Advisors LLC sold shares of 73 stocks and completely divested from 45 stocks this quarter.Largest Holdings NVIDIA $34,475,946Apple $23,110,782Alphabet $17,543,168Robinhood Markets $17,242,808Tesla $16,557,393 Largest New Holdings this Quarter 75734B100 - REDDIT INC $13,080,167 HoldingL8681T102 - Spotify Technology $13,040,176 Holding82509L107 - Shopify $11,993,055 Holding056752108 - Baidu $11,055,751 Holding336433107 - First Solar $10,656,472 Holding Largest Purchases this Quarter REDDIT INC 86,871 shares (about $13.08M)Spotify Technology 16,994 shares (about $13.04M)Shopify 103,971 shares (about $11.99M)Baidu 128,915 shares (about $11.06M)First Solar 64,374 shares (about $10.66M) Largest Sales this Quarter Boston Scientific 84,985 shares (about $9.13M)Doximity 146,199 shares (about $8.97M)Netflix 3,923 shares (about $5.25M)Quanta Services 12,480 shares (about $4.72M)ARISTA NETWORKS INC 40,086 shares (about $4.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSierra Summit Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$34,475,946$81,207 ▼-0.2%218,2166.1%Computer and TechnologyAAPLApple$23,110,782$273,492 ▲1.2%112,6424.1%Computer and TechnologyGOOGLAlphabet$17,543,168$245,488 ▼-1.4%99,5473.1%Computer and TechnologyHOODRobinhood Markets$17,242,808$1,546,580 ▼-8.2%184,1593.1%FinanceTSLATesla$16,557,393$1,528,262 ▲10.2%52,1232.9%Auto/Tires/TrucksAMZNAmazon.com$16,556,925$534,653 ▼-3.1%75,4682.9%Retail/WholesaleGE VERNOVA INC$16,167,650$2,460,548 ▲18.0%30,5542.9%COMMETAMeta Platforms$15,958,244$31,000 ▼-0.2%21,6212.8%Computer and TechnologyCCitigroup$15,134,336$1,005,948 ▲7.1%177,8002.7%Financial ServicesREDDIT INC$13,080,167$13,080,167 ▲New Holding86,8712.3%CL ASPOTSpotify Technology$13,040,176$13,040,176 ▲New Holding16,9942.3%Computer and TechnologyNFLXNetflix$12,981,527$5,253,407 ▼-28.8%9,6942.3%Consumer DiscretionaryPANWPalo Alto Networks$12,777,517$448,571 ▼-3.4%62,4392.3%Computer and TechnologyLLYEli Lilly and Company$12,665,804$3,642,744 ▲40.4%16,2482.3%MedicalISRGIntuitive Surgical$12,500,061$948,251 ▲8.2%23,0032.2%MedicalSHOPShopify$11,993,055$11,993,055 ▲New Holding103,9712.1%Computer and TechnologySNOWSnowflake$11,563,315$3,977,064 ▲52.4%51,6752.1%Computer and TechnologyVRTVertiv$11,279,535$325,263 ▼-2.8%87,8402.0%Computer and TechnologyBIDUBaidu$11,055,751$11,055,751 ▲New Holding128,9152.0%Computer and TechnologyMELIMercadoLibre$10,890,997$3,698,287 ▼-25.3%4,1671.9%Retail/WholesalePWRQuanta Services$10,738,607$4,718,439 ▼-30.5%28,4031.9%ConstructionFSLRFirst Solar$10,656,472$10,656,472 ▲New Holding64,3741.9%EnergyASTERA LABS INC$10,034,270$1,459,379 ▲17.0%110,9741.8%COMBKNGBooking$9,604,350$156,309 ▼-1.6%1,6591.7%Retail/WholesaleCRBGCorebridge Financial$9,597,816$515,815 ▼-5.1%270,3611.7%FinanceBABAAlibaba Group$9,517,595$3,829,516 ▲67.3%83,9221.7%Retail/WholesaleLAM RESEARCH CORP$9,013,587$8,696,259 ▲2,740.5%92,5991.6%COM NEWUALUnited Airlines$8,433,614$3,763,234 ▲80.6%105,9101.5%TransportationARISTA NETWORKS INC$7,894,138$4,101,199 ▼-34.2%77,1591.4%COM SHSQCOMQUALCOMM$7,652,762$7,265,601 ▲1,876.6%48,0521.4%Computer and TechnologyDHID.R. Horton$6,882,008$195,701 ▼-2.8%53,3821.2%ConstructionNDAQNasdaq$6,488,584$6,488,584 ▲New Holding72,5631.2%FinanceCEGConstellation Energy$5,670,248$5,235,490 ▲1,204.2%17,5681.0%EnergyTOSTToast$4,607,179$4,607,179 ▲New Holding104,0230.8%Computer and TechnologyIBMInternational Business Machines$3,069,545$1,145,221 ▼-27.2%10,4130.5%Computer and TechnologyJPMJPMorgan Chase & Co.$3,057,971$66,679 ▼-2.1%10,5480.5%FinanceABBVAbbVie$2,874,512$34,897 ▲1.2%15,4860.5%MedicalAVGOBroadcom$2,795,643$2,020,791 ▼-42.0%10,1420.5%Computer and TechnologyQQQInvesco QQQ$2,731,722$356,911 ▼-11.6%4,9520.5%FinanceGILDGilead Sciences$2,640,259$35,257 ▼-1.3%23,8140.5%MedicalIXCiShares Global Energy ETF$2,544,499$58,542 ▲2.4%64,7620.5%ETFCSCOCisco Systems$2,494,489$138,829 ▲5.9%35,9540.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,320,027$21,625 ▼-0.9%3,7550.4%FinanceCMICummins$2,158,880$46,178 ▲2.2%6,5920.4%Auto/Tires/TrucksJNJJohnson & Johnson$2,102,604$45,061 ▼-2.1%13,7650.4%MedicalBACBank of America$2,097,128$15,616 ▼-0.7%44,3180.4%FinanceHDHome Depot$2,004,788$47,297 ▼-2.3%5,4680.4%Retail/WholesaleNRGNRG Energy$1,889,545$1,087,448 ▼-36.5%11,7670.3%UtilitiesGSThe Goldman Sachs Group$1,846,520$60,159 ▲3.4%2,6090.3%FinanceJCIJohnson Controls International$1,828,811$50,486 ▼-2.7%17,3150.3%ConstructionGLWCorning$1,739,783$29,030 ▲1.7%33,0820.3%Computer and TechnologyZIONZions Bancorporation, N.A.$1,680,415$1,402 ▼-0.1%32,3530.3%FinanceNKENIKE$1,625,183$1,625,183 ▲New Holding22,8770.3%Consumer DiscretionaryPGProcter & Gamble$1,586,190$748,326 ▲89.3%9,9560.3%Consumer StaplesCBChubb$1,544,208$200,776 ▼-11.5%5,3300.3%FinanceCMECME Group$1,535,755$13,781 ▼-0.9%5,5720.3%FinanceWMBWilliams Companies$1,530,429$35,488 ▲2.4%24,3660.3%EnergyKRKroger$1,525,985$7,388 ▼-0.5%21,2740.3%Retail/WholesaleMCDMcDonald's$1,499,417$79,762 ▼-5.1%5,1320.3%Retail/WholesaleMRKMerck & Co., Inc.$1,494,779$650,141 ▲77.0%18,8830.3%MedicalGOOGAlphabet$1,484,7550.0%8,3700.3%Computer and TechnologyNSCNorfolk Southern$1,383,774$65,016 ▼-4.5%5,4060.2%TransportationGDGeneral Dynamics$1,362,344$30,916 ▼-2.2%4,6710.2%AerospaceNIAGEN BIOSCIENCE INC$1,304,264$1,304,264 ▲New Holding90,5110.2%COM NEWDAVEDave$1,289,711$885,217 ▼-40.7%4,8050.2%Business ServicesADIAnalog Devices$1,237,466$1,237,466 ▲New Holding5,1990.2%Computer and TechnologyLENLennar$1,223,347$1,223,347 ▲New Holding11,0600.2%ConstructionCELESTICA INC$1,222,030$142,060 ▲13.2%7,8280.2%COMMCHPMicrochip Technology$1,210,435$1,210,435 ▲New Holding17,2010.2%Computer and TechnologySTRLSterling Infrastructure$1,142,114$4,845 ▼-0.4%4,9500.2%ConstructionBYRNByrna Technologies$1,134,408$265,753 ▲30.6%36,7360.2%Business ServicesNUENucor$1,112,101$107,777 ▼-8.8%8,5850.2%Basic MaterialsTSNTyson Foods$1,102,522$52,472 ▼-4.5%19,7090.2%Consumer StaplesCATCaterpillar$1,088,153$1,088,153 ▲New Holding2,8030.2%IndustrialsAMDAdvanced Micro Devices$1,047,222$96,066 ▼-8.4%7,3800.2%Computer and TechnologyTXNTexas Instruments$1,044,744$35,295 ▲3.5%5,0320.2%Computer and TechnologyKOCocaCola$1,029,837$35,729 ▲3.6%14,5560.2%Consumer StaplesLMTLockheed Martin$1,014,740$1,014,740 ▲New Holding2,1910.2%AerospaceUPSTUpstart$990,769$990,769 ▲New Holding15,3180.2%FinanceOPFIOppFi$988,576$988,576 ▲New Holding70,6630.2%Business ServicesSBUXStarbucks$986,764$20,250 ▲2.1%10,7690.2%Retail/WholesaleMSFTMicrosoft$977,411$431,255 ▼-30.6%1,9650.2%Computer and TechnologyFIXComfort Systems USA$964,106$2,145 ▼-0.2%1,7980.2%ConstructionPKGPackaging Corporation of America$961,849$16,395 ▲1.7%5,1040.2%IndustrialsSGHCSuper Group (SGHC)$958,976$958,976 ▲New Holding87,4180.2%Consumer DiscretionaryAGXArgan$958,427$163,376 ▼-14.6%4,3470.2%ConstructionURBNUrban Outfitters$927,787$927,787 ▲New Holding12,7900.2%Retail/WholesaleNTRSNorthern Trust$916,692$22,061 ▼-2.4%7,2300.2%FinanceADMArcher Daniels Midland$908,344$908,344 ▲New Holding17,2100.2%Consumer StaplesBELFBBel Fuse$905,978$905,978 ▲New Holding9,2740.2%Computer and TechnologyGFIGold Fields$897,614$32,617 ▲3.8%37,9220.2%Basic MaterialsTALEN ENERGY CORP$889,466$75,309 ▼-7.8%3,0590.2%COMCBOECboe Global Markets$863,8100.0%3,7040.2%Financial ServicesEVERGY INC$849,011$22,264 ▼-2.6%12,3170.2%COMTIGOMillicom International Cellular$842,139$842,139 ▲New Holding22,4750.1%Computer and TechnologyBLACKROCK INC$841,499$29,379 ▲3.6%8020.1%COMIYWiShares U.S. Technology ETF$833,7760.0%4,8120.1%ManufacturingOMCOmnicom Group$825,944$17,409 ▼-2.1%11,4810.1%Business ServicesRTXRTX$815,084$13,142 ▼-1.6%5,5820.1%AerospaceARAntero Resources$805,399$805,399 ▲New Holding19,9950.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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