Sierra Summit Advisors LLC Top Holdings and 13F Report (2026) About Sierra Summit Advisors LLCInvestment ActivitySierra Summit Advisors LLC has $895.43 million in total holdings as of June 30, 2026.Sierra Summit Advisors LLC owns shares of 185 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 21.15% of the portfolio was purchased this quarter.About 18.40% of the portfolio was sold this quarter.This quarter, Sierra Summit Advisors LLC has purchased 180 new stocks and bought additional shares in 64 stocks.Sierra Summit Advisors LLC sold shares of 44 stocks and completely divested from 59 stocks this quarter.Largest Holdings NVIDIA $45,955,271ASTERA LABS INC $44,749,388Micron Technology $35,299,343Alphabet $31,085,115Apple $30,854,042 Largest New Holdings this Quarter 83406F102 - SoFi Technologies $16,051,905 Holding29362U104 - Entegris $14,972,626 Holding87151X101 - Symbotic $11,645,602 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $6,227,847 Holding553368101 - MP Materials $5,586,550 Holding Largest Purchases this Quarter SoFi Technologies 895,254 shares (about $16.05M)Entegris 83,246 shares (about $14.97M)EVERPURE INC 166,989 shares (about $13.16M)Walt Disney 121,664 shares (about $11.71M)Symbotic 259,079 shares (about $11.65M) Largest Sales this Quarter Deere & Company 21,308 shares (about $13.52M)CME Group 25,120 shares (about $5.55M)Chevron 30,516 shares (about $5.06M)Intuitive Surgical 11,544 shares (about $4.59M)ASTERA LABS INC 7,584 shares (about $3.66M) 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$45,955,271$280,926 ▲0.6%229,6735.1%TechnologyASTERA LABS INC$44,749,388$3,663,224 ▼-7.6%92,6455.0%COMMUMicron Technology$35,299,343$676,414 ▲2.0%30,5813.9%TechnologyGOOGLAlphabet$31,085,115$412,762 ▲1.3%86,9833.5%Communication ServicesAAPLApple$30,854,042$1,426,828 ▼-4.4%106,6293.4%TechnologyMRVLMarvell Technology$28,811,921$534,713 ▲1.9%96,7203.2%TechnologyHOODRobinhood Markets$24,826,621$5,246,449 ▲26.8%247,5732.8%FinanceLLYEli Lilly and Company$23,899,843$759,239 ▲3.3%19,9262.7%HealthcareLAM RESEARCH CORP$22,981,224$571,562 ▲2.6%53,0342.6%COM NEWTSLATesla$22,798,623$455,089 ▲2.0%54,2052.5%Consumer DiscretionaryGE VERNOVA INC$22,324,690$836,500 ▲3.9%19,0022.5%COMCCitigroup$20,829,268$3,219 ▲0.0%148,8232.3%FinanceVRTVertiv$20,800,693$1,284,035 ▼-5.8%62,1252.3%IndustrialsAMZNAmazon.com$19,577,248$667,829 ▲3.5%82,1402.2%Consumer DiscretionaryLITELumentum$18,644,786$3,276,073 ▼-14.9%21,7292.1%TechnologyTERTeradyne$17,259,541$639,636 ▲3.8%35,6721.9%TechnologySHOPIFY INC$17,227,707$6,140,600 ▲55.4%150,8821.9%CL A SUB VTG SHSSOFISoFi Technologies$16,051,905$16,051,905 ▲New Holding895,2541.8%FinanceREDDIT INC$15,691,980$2,580,440 ▲19.7%90,4021.8%CL AARISTA NETWORKS INC$15,172,663$737,789 ▲5.1%89,3141.7%COM SHSMETAMeta Platforms$15,096,736$2,126,420 ▲16.4%26,8011.7%Communication ServicesSTLDSteel Dynamics$15,038,579$81,458 ▼-0.5%65,5391.7%MaterialsENTGEntegris$14,972,626$14,972,626 ▲New Holding83,2461.7%TechnologyPWRQuanta Services$14,771,621$968,454 ▲7.0%20,5151.6%IndustrialsEVERPURE INC$13,637,446$13,157,063 ▲2,738.9%173,0861.5%CL ASNPSSynopsys$13,590,861$5,727,093 ▲72.8%30,4681.5%TechnologyAPPLOVIN CORP$12,779,250$700,198 ▼-5.2%24,8031.4%COM CL AALNYAlnylam Pharmaceuticals$12,548,135$3,427,528 ▲37.6%41,6841.4%HealthcareDISWalt Disney$12,161,591$11,710,178 ▲2,594.1%126,3541.4%Communication ServicesSYMSymbotic$11,645,602$11,645,602 ▲New Holding259,0791.3%IndustrialsFCXFreeport-McMoRan$10,707,023$481,297 ▲4.7%170,2501.2%MaterialsREGNRegeneron Pharmaceuticals$9,152,321$8,974,612 ▲5,050.2%14,6781.0%HealthcareBABoeing$8,404,232$541,824 ▲6.9%38,8240.9%IndustrialsCVXChevron$7,725,777$5,058,355 ▼-39.6%46,6080.9%EnergySPACE EXPLORATION TECHN CORP$6,227,847$6,227,847 ▲New Holding36,4500.7%CLASS A COM STKCATCaterpillar$6,018,815$111,815 ▲1.9%5,6520.7%IndustrialsMPMP Materials$5,586,550$5,586,550 ▲New Holding99,7420.6%MaterialsISRGIntuitive Surgical$5,229,890$4,590,818 ▼-46.7%13,1510.6%HealthcareABBVAbbVie$4,393,383$74,485 ▼-1.7%17,4590.5%HealthcareJPMJPMorgan Chase & Co.$4,210,119$31,096 ▼-0.7%12,8620.5%FinanceCSCOCisco Systems$4,051,783$651,081 ▼-13.8%34,4950.5%TechnologyCMICummins$3,990,410$67,755 ▲1.7%5,5950.4%IndustrialsJNJJohnson & Johnson$3,938,821$38,096 ▲1.0%15,5090.4%HealthcareSPYSPDR S&P 500 ETF Trust$3,785,857$310,634 ▲8.9%5,0700.4%ETFIXCiShares Global Energy ETF$3,499,432$42,645 ▲1.2%71,2280.4%ETFAVGOBroadcom$3,434,881$143,923 ▼-4.0%9,0930.4%TechnologyAGILON HEALTH INC$3,337,907$3,337,907 ▲New Holding31,1430.4%COM NEWMCHPMicrochip Technology$3,266,146$67,853 ▲2.1%35,8130.4%TechnologyQQQInvesco QQQ$3,123,624$53,754 ▲1.8%4,2420.3%ETFIBMInternational Business Machines$3,031,564$110,239 ▲3.8%10,7800.3%TechnologyGSThe Goldman Sachs Group$2,894,541$9,102 ▼-0.3%2,8620.3%FinanceMRKMerck & Co., Inc.$2,816,335$45,489 ▲1.6%21,9170.3%HealthcareBACBank of America$2,807,576$33,048 ▲1.2%49,2730.3%FinanceJCIJohnson Controls International$2,786,757$7,306 ▼-0.3%19,0730.3%IndustrialsWFCWells Fargo & Company$2,699,436$2,594,401 ▼-49.0%32,6650.3%FinanceADMArcher Daniels Midland$2,679,272$82,206 ▲3.2%35,0690.3%Consumer StaplesWMBWilliams Companies$2,549,119$10,631 ▼-0.4%34,2900.3%EnergyZIONZions Bancorporation, N.A.$2,470,665$37,086 ▲1.5%35,7080.3%FinanceADIAnalog Devices$2,319,870$56,795 ▲2.5%5,8410.3%TechnologyAMDAdvanced Micro Devices$2,305,632$6,390 ▲0.3%3,9690.3%TechnologyUNHUnitedHealth Group$2,297,603$575,232 ▼-20.0%5,5280.3%HealthcareGOOGAlphabet$2,257,073$8,480 ▲0.4%6,3880.3%Communication ServicesNEENextEra Energy$2,250,423$19,485 ▲0.9%25,6400.3%UtilitiesHDHome Depot$2,158,402$37,384 ▲1.8%6,1200.2%Consumer DiscretionaryNUENucor$2,111,448$31,853 ▲1.5%9,4790.2%MaterialsCRDOCredo Technology Group$2,061,653$141,958 ▼-6.4%7,5810.2%TechnologyCBChubb$2,000,826$29,985 ▲1.5%5,8720.2%FinanceCRWDCrowdStrike$1,991,7960.0%2,6100.2%TechnologyNSCNorfolk Southern$1,883,136$37,122 ▲2.0%5,9860.2%IndustrialsOSCROscar Health$1,849,637$1,849,637 ▲New Holding64,8540.2%HealthcareICHRIchor$1,846,445$1,846,445 ▲New Holding16,4450.2%TechnologyGDGeneral Dynamics$1,840,986$43,217 ▲2.4%5,1970.2%IndustrialsDAVEDave$1,835,379$1,835,379 ▲New Holding4,9260.2%FinanceAMNAMN Healthcare Services$1,748,239$1,748,239 ▲New Holding54,0080.2%HealthcareNTRSNorthern Trust$1,743,790$14,255 ▲0.8%10,0310.2%FinanceGORILLA TECHNOLOGY GROUP INC$1,682,067$1,682,067 ▲New Holding84,6110.2%SHS NEWQCOMQualcomm$1,648,697$520,923 ▼-24.0%8,9220.2%TechnologyTSNTyson Foods$1,638,667$43,338 ▲2.7%28,6230.2%Consumer StaplesSBUXStarbucks$1,634,223$1,634,223 ▲New Holding15,9920.2%Consumer DiscretionaryNUTEX HEALTH INC$1,604,145$1,604,145 ▲New Holding9,3870.2%COMVICTORIAS SECRET AND CO$1,599,728$1,599,728 ▲New Holding19,1630.2%COMMON STOCKSTRLSterling Infrastructure$1,545,262$804,946 ▼-34.3%1,8410.2%IndustrialsVSATViasat$1,542,038$1,542,038 ▲New Holding17,1700.2%TechnologyDRIDarden Restaurants$1,489,865$56,653 ▲4.0%7,2320.2%Consumer DiscretionaryMARSH & MCLENNAN COS INC$1,452,530$1,452,530 ▲New Holding8,7150.2%COMBILLIONTOONE INC$1,429,082$1,429,082 ▲New Holding11,9110.2%CL ABMYBristol Myers Squibb$1,420,161$26,966 ▲1.9%24,6470.2%HealthcareMKCMcCormick & Company, Incorporated$1,354,937$1,354,937 ▲New Holding26,8730.2%Consumer StaplesPENNPENN Entertainment$1,352,388$1,352,388 ▲New Holding63,3140.2%Consumer DiscretionaryPKGPackaging Corporation of America$1,351,525$33,836 ▲2.6%5,6720.2%MaterialsCARECarter Bankshares$1,346,082$1,346,082 ▲New Holding39,5790.2%FinanceGILDGilead Sciences$1,330,613$881,474 ▼-39.8%10,5320.1%HealthcareDKDelek US$1,324,262$1,324,262 ▲New Holding26,0630.1%EnergyPEPPepsiCo$1,320,150$23,289 ▲1.8%9,7500.1%Consumer StaplesCMCSAComcast$1,300,880$38,053 ▲3.0%52,9890.1%Communication ServicesKRKroger$1,298,181$26,821 ▲2.1%23,3780.1%Consumer StaplesHZOMarineMax$1,289,757$1,289,757 ▲New Holding35,2200.1%Consumer DiscretionaryCALLAWAY GOLF CO$1,286,965$1,286,965 ▲New Holding68,4920.1%COMAGXArgan$1,277,680$1,277,680 ▲New Holding1,6000.1%IndustrialsWATERBRIDGE INFRASTRUCTURE L$1,259,080$1,259,080 ▲New Holding36,7400.1%CL A SHS REPSTGShowing largest 100 holdings. 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