Sierra Summit Advisors LLC Top Holdings and 13F Report (2026)

About Sierra Summit Advisors LLC

Investment Activity

Sierra Summit Advisors LLC has $688.12 million in total holdings as of March 31, 2026.
Sierra Summit Advisors LLC owns shares of 180 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 33.40% of the portfolio was purchased this quarter.
About 24.25% of the portfolio was sold this quarter.
This quarter, Sierra Summit Advisors LLC has purchased 171 new stocks and bought additional shares in 88 stocks.
Sierra Summit Advisors LLC sold shares of 26 stocks and completely divested from 48 stocks this quarter.

Largest Holdings

NVIDIA: $39,810,114
Apple: $28,312,702
Alphabet: $24,680,700
Tesla: $19,748,476
Lumentum: $17,953,410

Largest New Holdings this Quarter

55024U109 - Lumentum: $17,953,410 Holding
244199105 - Deere & Company: $13,097,852 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $11,862,138 Holding
880770102 - Teradyne: $10,183,401 Holding
02043Q107 - Alnylam Pharmaceuticals: $10,024,700 Holding

Largest Purchases this Quarter

Lumentum: 25,547 shares (about $17.95M)
Chevron: 74,885 shares (about $15.49M)
Deere & Company: 23,252 shares (about $13.10M)
PALANTIR TECHNOLOGIES INC: 81,092 shares (about $11.86M)
Teradyne: 34,350 shares (about $10.18M)

Largest Sales this Quarter

GE VERNOVA INC: 14,027 shares (about $12.24M)
First Solar: 51,226 shares (about $10.10M)
Valero Energy: 35,159 shares (about $8.69M)
Vertiv: 25,972 shares (about $6.51M)
Quanta Services: 8,817 shares (about $4.84M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$39,810,114	$751,664 â–²	1.9%	228,269	5.8%	Computer and Technology
AAPL Apple	$28,312,702	$3,420,822 â–²	13.7%	111,560	4.1%	Computer and Technology
GOOGL Alphabet	$24,680,700	$969,940 â–²	4.1%	85,828	3.6%	Computer and Technology
TSLA Tesla	$19,748,476	$1,590,347 â–²	8.8%	53,123	2.9%	Auto/Tires/Trucks
LITE Lumentum	$17,953,410	$17,953,410 â–²	New Holding	25,547	2.6%	Computer and Technology
LLY Eli Lilly and Company	$17,745,123	$3,441,779 â–²	24.1%	19,293	2.6%	Medical
C Citigroup	$16,875,408	$3,436,323 â–¼	-16.9%	148,800	2.5%	Financial Services
VRT Vertiv	$16,528,257	$6,508,064 â–¼	-28.3%	65,960	2.4%	Computer and Technology
AMZN Amazon.com	$16,523,726	$2,964,724 â–²	21.9%	79,338	2.4%	Retail/Wholesale
GE VERNOVA INC	$15,965,341	$12,244,168 â–¼	-43.4%	18,290	2.3%	COM
CVX Chevron	$15,956,953	$15,493,704 â–²	3,344.6%	77,124	2.3%	Energy
RKT Rocket Companies	$13,629,912	$582,968 â–²	4.5%	956,485	2.0%	Finance
HOOD Robinhood Markets	$13,531,172	$3,836,517 â–²	39.6%	195,255	2.0%	Finance
META Meta Platforms	$13,173,866	$1,659,177 â–²	14.4%	23,026	1.9%	Computer and Technology
DE Deere & Company	$13,097,852	$13,097,852 â–²	New Holding	23,252	1.9%	Industrials
UAL United Airlines	$13,010,412	$400,412 â–²	3.2%	141,310	1.9%	Transportation
EME EMCOR Group	$12,007,874	$816,571 â–²	7.3%	16,264	1.7%	Construction
PALANTIR TECHNOLOGIES INC	$11,862,138	$11,862,138 â–²	New Holding	81,092	1.7%	CL A
STLD Steel Dynamics	$11,860,920	$640,800 â–²	5.7%	65,894	1.7%	Basic Materials
SHOPIFY INC	$11,518,240	$446,842 â–²	4.0%	97,102	1.7%	CL A SUB VTG SHS
ISRG Intuitive Surgical	$11,384,149	$112,482 â–²	1.0%	24,695	1.7%	Medical
LAM RESEARCH CORP	$11,049,427	$4,735,774 â–¼	-30.0%	51,715	1.6%	COM NEW
ASTERA LABS INC	$10,985,099	$508,106 â–²	4.8%	100,229	1.6%	COM
PWR Quanta Services	$10,524,714	$4,840,710 â–¼	-31.5%	19,170	1.5%	Construction
ARISTA NETWORKS INC	$10,432,740	$829,747 â–²	8.6%	84,971	1.5%	COM SHS
APPLOVIN CORP	$10,412,476	$3,055,048 â–²	41.5%	26,162	1.5%	COM CL A
TER Teradyne	$10,183,401	$10,183,401 â–²	New Holding	34,350	1.5%	Computer and Technology
REDDIT INC	$10,170,923	$4,897,355 â–²	92.9%	75,536	1.5%	CL A
MU Micron Technology	$10,133,511	$9,380,803 â–²	1,246.3%	29,995	1.5%	Computer and Technology
ALNY Alnylam Pharmaceuticals	$10,024,700	$10,024,700 â–²	New Holding	30,298	1.5%	Medical
FCX Freeport-McMoRan	$9,557,452	$9,557,452 â–²	New Holding	162,597	1.4%	Basic Materials
EQT EQT	$9,540,337	$9,540,337 â–²	New Holding	149,911	1.4%	Energy
MRVL Marvell Technology	$9,402,322	$9,402,322 â–²	New Holding	94,925	1.4%	Computer and Technology
CEG Constellation Energy	$9,284,504	$4,395,395 â–²	89.9%	33,248	1.3%	Energy
CME CME Group	$8,776,326	$7,211,857 â–²	461.0%	29,715	1.3%	Finance
BA Boeing	$7,228,969	$7,228,969 â–²	New Holding	36,321	1.1%	Aerospace
SNPS Synopsys	$6,989,546	$6,989,546 â–²	New Holding	17,629	1.0%	Computer and Technology
WFC Wells Fargo & Company	$5,099,737	$4,689,905 â–²	1,144.3%	64,059	0.7%	Finance
IXC iShares Global Energy ETF	$4,053,440	$177,784 â–²	4.6%	70,360	0.6%	ETF
CAT Caterpillar	$3,929,828	$1,856,165 â–²	89.5%	5,547	0.6%	Industrials
ABBV AbbVie	$3,861,535	$399,094 â–²	11.5%	17,755	0.6%	Medical
JPM JPMorgan Chase & Co.	$3,811,432	$623,325 â–²	19.6%	12,957	0.6%	Finance
JNJ Johnson & Johnson	$3,754,354	$285,017 â–²	8.2%	15,359	0.5%	Medical
VOO Vanguard S&P 500 ETF	$3,420,301	$3,420,301 â–²	New Holding	5,724	0.5%	ETF
CSCO Cisco Systems	$3,106,549	$224,080 â–²	7.8%	40,038	0.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$3,026,683	$59,831 â–²	2.0%	4,654	0.4%	Finance
CMI Cummins	$2,959,110	$712,338 â–¼	-19.4%	5,500	0.4%	Auto/Tires/Trucks
AVGO Broadcom	$2,932,298	$153,826 â–¼	-5.0%	9,474	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$2,593,814	$173,579 â–²	7.2%	21,563	0.4%	Medical
IBM International Business Machines	$2,518,032	$232,702 â–¼	-8.5%	10,388	0.4%	Computer and Technology
WMB Williams Companies	$2,506,034	$40,902 â–²	1.7%	34,433	0.4%	Energy
JCI Johnson Controls International	$2,504,157	$148,104 â–²	6.3%	19,123	0.4%	Construction
ADM Archer Daniels Midland	$2,470,952	$111,070 â–²	4.7%	33,993	0.4%	Consumer Staples
GILD Gilead Sciences	$2,440,230	$925,975 â–¼	-27.5%	17,509	0.4%	Medical
GS The Goldman Sachs Group	$2,428,838	$145,510 â–²	6.4%	2,871	0.4%	Finance
QQQ Invesco QQQ	$2,406,264	$80,228 â–²	3.4%	4,169	0.3%	Finance
BAC Bank of America	$2,373,784	$180,229 â–²	8.2%	48,693	0.3%	Finance
NEE NextEra Energy	$2,360,824	$1,382,054 â–²	141.2%	25,418	0.3%	Utilities
MCHP Microchip Technology	$2,265,809	$104,087 â–²	4.8%	35,069	0.3%	Computer and Technology
ZION Zions Bancorporation, N.A.	$2,026,625	$83,722 â–²	4.3%	35,172	0.3%	Finance
HD Home Depot	$1,977,945	$115,769 â–²	6.2%	6,014	0.3%	Retail/Wholesale
CB Chubb	$1,885,180	$83,112 â–²	4.6%	5,784	0.3%	Finance
UNH UnitedHealth Group	$1,870,319	$58,718 â–²	3.2%	6,912	0.3%	Medical
GOOG Alphabet	$1,825,578		0.0%	6,364	0.3%	Computer and Technology
ADI Analog Devices	$1,812,762	$66,809 â–²	3.8%	5,698	0.3%	Computer and Technology
TSN Tyson Foods	$1,785,375	$77,012 â–²	4.5%	27,866	0.3%	Consumer Staples
NKE NIKE	$1,767,305	$75,638 â–²	4.5%	33,459	0.3%	Consumer Discretionary
GD General Dynamics	$1,741,842	$78,597 â–²	4.7%	5,075	0.3%	Aerospace
SM SM Energy	$1,723,880	$1,723,880 â–²	New Holding	55,288	0.3%	Energy
GLW Corning	$1,721,925	$860,555 â–¼	-33.3%	12,664	0.3%	Computer and Technology
NSC Norfolk Southern	$1,684,116	$72,898 â–²	4.5%	5,868	0.2%	Transportation
KR Kroger	$1,656,683	$63,243 â–²	4.0%	22,895	0.2%	Retail/Wholesale
NUE Nucor	$1,578,718	$71,698 â–²	4.8%	9,336	0.2%	Basic Materials
FSLR First Solar	$1,570,585	$10,104,846 â–¼	-86.5%	7,962	0.2%	Energy
QCOM Qualcomm	$1,512,006	$4,786,238 â–¼	-76.0%	11,741	0.2%	Computer and Technology
PEP PepsiCo	$1,487,368	$1,098,211 â–²	282.2%	9,578	0.2%	Consumer Staples
CMCSA Comcast	$1,476,814	$488,214 â–²	49.4%	51,439	0.2%	Consumer Discretionary
BMY Bristol Myers Squibb	$1,466,457	$70,536 â–²	5.1%	24,179	0.2%	Medical
LMT Lockheed Martin	$1,413,064	$53,186 â–²	3.9%	2,338	0.2%	Aerospace
MCD McDonald's	$1,392,029	$535,802 â–²	62.6%	4,479	0.2%	Retail/Wholesale
NTRS Northern Trust	$1,388,582	$343,342 â–²	32.8%	9,949	0.2%	Finance
DRI Darden Restaurants	$1,363,851	$74,495 â–²	5.8%	6,957	0.2%	Retail/Wholesale
TIGO Millicom International Cellular	$1,272,856	$50,659 â–¼	-3.8%	16,985	0.2%	Computer and Technology
WALMART INC	$1,231,491	$610,712 â–²	98.4%	9,909	0.2%	COM
TPL Texas Pacific Land	$1,223,416	$1,223,416 â–²	New Holding	2,578	0.2%	Energy
LEN Lennar	$1,218,279	$23,881 â–¼	-1.9%	14,029	0.2%	Construction
RTX RTX	$1,204,275	$140,238 â–²	13.2%	6,243	0.2%	Aerospace
PKG Packaging Corporation of America	$1,173,577	$49,872 â–²	4.4%	5,530	0.2%	Industrials
EVERUS CONSTR GROUP	$1,143,412	$28,571 â–²	2.6%	9,685	0.2%	COM
STRL Sterling Infrastructure	$1,140,356	$18,327 â–²	1.6%	2,800	0.2%	Construction
XLRE Real Estate Select Sector SPDR Fund	$1,136,953	$394,214 â–²	53.1%	27,846	0.2%	ETF
MKSI MKS	$1,121,243	$1,121,243 â–²	New Holding	4,879	0.2%	Computer and Technology
EVERGY INC	$1,104,528	$59,392 â–²	5.7%	13,483	0.2%	COM
VICR Vicor	$1,087,394	$1,087,394 â–²	New Holding	6,754	0.2%	Computer and Technology
GCT GigaCloud Technology	$1,077,095	$1,077,095 â–²	New Holding	23,735	0.2%	Business Services
FIVE Five Below	$1,069,287	$288,342 â–¼	-21.2%	4,680	0.2%	Retail/Wholesale
JBL Jabil	$1,055,083	$39,048 â–¼	-3.6%	3,972	0.2%	Computer and Technology
AEP American Electric Power	$1,046,674	$60,952 â–²	6.2%	7,985	0.2%	Utilities
UVE Universal Insurance	$1,026,713	$9,633 â–²	0.9%	30,056	0.1%	Finance
CRWD CrowdStrike	$1,018,971	$663,698 â–²	186.8%	2,610	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Sierra Summit Advisors LLC Top Holdings and 13F Report (2026)

About Sierra Summit Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Sierra Summit Advisors LLC Top Holdings and 13F Report (2026)

About Sierra Summit Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSierra Summit Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools