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

About Sierra Summit Advisors LLC

Investment Activity

Sierra 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: $45,955,271
ASTERA LABS INC: $44,749,388
Micron Technology: $35,299,343
Alphabet: $31,085,115
Apple: $30,854,042

Largest New Holdings this Quarter

83406F102 - SoFi Technologies: $16,051,905 Holding
29362U104 - Entegris: $14,972,626 Holding
87151X101 - Symbotic: $11,645,602 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $6,227,847 Holding
553368101 - 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 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	$45,955,271	$280,926 â–²	0.6%	229,673	5.1%	Computer and Technology
ASTERA LABS INC	$44,749,388	$3,663,224 â–¼	-7.6%	92,645	5.0%	COM
MU Micron Technology	$35,299,343	$676,414 â–²	2.0%	30,581	3.9%	Computer and Technology
GOOGL Alphabet	$31,085,115	$412,762 â–²	1.3%	86,983	3.5%	Computer and Technology
AAPL Apple	$30,854,042	$1,426,828 â–¼	-4.4%	106,629	3.4%	Computer and Technology
MRVL Marvell Technology	$28,811,921	$534,713 â–²	1.9%	96,720	3.2%	Computer and Technology
HOOD Robinhood Markets	$24,826,621	$5,246,449 â–²	26.8%	247,573	2.8%	Finance
LLY Eli Lilly and Company	$23,899,843	$759,239 â–²	3.3%	19,926	2.7%	Medical
LAM RESEARCH CORP	$22,981,224	$571,562 â–²	2.6%	53,034	2.6%	COM NEW
TSLA Tesla	$22,798,623	$455,089 â–²	2.0%	54,205	2.5%	Auto/Tires/Trucks
GE VERNOVA INC	$22,324,690	$836,500 â–²	3.9%	19,002	2.5%	COM
C Citigroup	$20,829,268	$3,219 â–²	0.0%	148,823	2.3%	Financial Services
VRT Vertiv	$20,800,693	$1,284,035 â–¼	-5.8%	62,125	2.3%	Computer and Technology
AMZN Amazon.com	$19,577,248	$667,829 â–²	3.5%	82,140	2.2%	Retail/Wholesale
LITE Lumentum	$18,644,786	$3,276,073 â–¼	-14.9%	21,729	2.1%	Computer and Technology
TER Teradyne	$17,259,541	$639,636 â–²	3.8%	35,672	1.9%	Computer and Technology
SHOPIFY INC	$17,227,707	$6,140,600 â–²	55.4%	150,882	1.9%	CL A SUB VTG SHS
SOFI SoFi Technologies	$16,051,905	$16,051,905 â–²	New Holding	895,254	1.8%	Finance
REDDIT INC	$15,691,980	$2,580,440 â–²	19.7%	90,402	1.8%	CL A
ARISTA NETWORKS INC	$15,172,663	$737,789 â–²	5.1%	89,314	1.7%	COM SHS
META Meta Platforms	$15,096,736	$2,126,420 â–²	16.4%	26,801	1.7%	Computer and Technology
STLD Steel Dynamics	$15,038,579	$81,458 â–¼	-0.5%	65,539	1.7%	Basic Materials
ENTG Entegris	$14,972,626	$14,972,626 â–²	New Holding	83,246	1.7%	Computer and Technology
PWR Quanta Services	$14,771,621	$968,454 â–²	7.0%	20,515	1.6%	Construction
EVERPURE INC	$13,637,446	$13,157,063 â–²	2,738.9%	173,086	1.5%	CL A
SNPS Synopsys	$13,590,861	$5,727,093 â–²	72.8%	30,468	1.5%	Computer and Technology
APPLOVIN CORP	$12,779,250	$700,198 â–¼	-5.2%	24,803	1.4%	COM CL A
ALNY Alnylam Pharmaceuticals	$12,548,135	$3,427,528 â–²	37.6%	41,684	1.4%	Medical
DIS Walt Disney	$12,161,591	$11,710,178 â–²	2,594.1%	126,354	1.4%	Consumer Discretionary
SYM Symbotic	$11,645,602	$11,645,602 â–²	New Holding	259,079	1.3%	Business Services
FCX Freeport-McMoRan	$10,707,023	$481,297 â–²	4.7%	170,250	1.2%	Basic Materials
REGN Regeneron Pharmaceuticals	$9,152,321	$8,974,612 â–²	5,050.2%	14,678	1.0%	Medical
BA Boeing	$8,404,232	$541,824 â–²	6.9%	38,824	0.9%	Aerospace
CVX Chevron	$7,725,777	$5,058,355 â–¼	-39.6%	46,608	0.9%	Energy
SPACE EXPLORATION TECHN CORP	$6,227,847	$6,227,847 â–²	New Holding	36,450	0.7%	CLASS A COM STK
CAT Caterpillar	$6,018,815	$111,815 â–²	1.9%	5,652	0.7%	Industrials
MP MP Materials	$5,586,550	$5,586,550 â–²	New Holding	99,742	0.6%	Basic Materials
ISRG Intuitive Surgical	$5,229,890	$4,590,818 â–¼	-46.7%	13,151	0.6%	Medical
ABBV AbbVie	$4,393,383	$74,485 â–¼	-1.7%	17,459	0.5%	Medical
JPM JPMorgan Chase & Co.	$4,210,119	$31,096 â–¼	-0.7%	12,862	0.5%	Finance
CSCO Cisco Systems	$4,051,783	$651,081 â–¼	-13.8%	34,495	0.5%	Computer and Technology
CMI Cummins	$3,990,410	$67,755 â–²	1.7%	5,595	0.4%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$3,938,821	$38,096 â–²	1.0%	15,509	0.4%	Medical
SPY SPDR S&P 500 ETF Trust	$3,785,857	$310,634 â–²	8.9%	5,070	0.4%	Finance
IXC iShares Global Energy ETF	$3,499,432	$42,645 â–²	1.2%	71,228	0.4%	ETF
AVGO Broadcom	$3,434,881	$143,923 â–¼	-4.0%	9,093	0.4%	Computer and Technology
AGILON HEALTH INC	$3,337,907	$3,337,907 â–²	New Holding	31,143	0.4%	COM NEW
MCHP Microchip Technology	$3,266,146	$67,853 â–²	2.1%	35,813	0.4%	Computer and Technology
QQQ Invesco QQQ	$3,123,624	$53,754 â–²	1.8%	4,242	0.3%	Finance
IBM International Business Machines	$3,031,564	$110,239 â–²	3.8%	10,780	0.3%	Computer and Technology
GS The Goldman Sachs Group	$2,894,541	$9,102 â–¼	-0.3%	2,862	0.3%	Finance
MRK Merck & Co., Inc.	$2,816,335	$45,489 â–²	1.6%	21,917	0.3%	Medical
BAC Bank of America	$2,807,576	$33,048 â–²	1.2%	49,273	0.3%	Finance
JCI Johnson Controls International	$2,786,757	$7,306 â–¼	-0.3%	19,073	0.3%	Construction
WFC Wells Fargo & Company	$2,699,436	$2,594,401 â–¼	-49.0%	32,665	0.3%	Finance
ADM Archer Daniels Midland	$2,679,272	$82,206 â–²	3.2%	35,069	0.3%	Consumer Staples
WMB Williams Companies	$2,549,119	$10,631 â–¼	-0.4%	34,290	0.3%	Energy
ZION Zions Bancorporation, N.A.	$2,470,665	$37,086 â–²	1.5%	35,708	0.3%	Finance
ADI Analog Devices	$2,319,870	$56,795 â–²	2.5%	5,841	0.3%	Computer and Technology
AMD Advanced Micro Devices	$2,305,632	$6,390 â–²	0.3%	3,969	0.3%	Computer and Technology
UNH UnitedHealth Group	$2,297,603	$575,232 â–¼	-20.0%	5,528	0.3%	Medical
GOOG Alphabet	$2,257,073	$8,480 â–²	0.4%	6,388	0.3%	Computer and Technology
NEE NextEra Energy	$2,250,423	$19,485 â–²	0.9%	25,640	0.3%	Utilities
HD Home Depot	$2,158,402	$37,384 â–²	1.8%	6,120	0.2%	Retail/Wholesale
NUE Nucor	$2,111,448	$31,853 â–²	1.5%	9,479	0.2%	Basic Materials
CRDO Credo Technology Group	$2,061,653	$141,958 â–¼	-6.4%	7,581	0.2%	Computer and Technology
CB Chubb	$2,000,826	$29,985 â–²	1.5%	5,872	0.2%	Finance
CRWD CrowdStrike	$1,991,796		0.0%	2,610	0.2%	Computer and Technology
NSC Norfolk Southern	$1,883,136	$37,122 â–²	2.0%	5,986	0.2%	Transportation
OSCR Oscar Health	$1,849,637	$1,849,637 â–²	New Holding	64,854	0.2%	Finance
ICHR Ichor	$1,846,445	$1,846,445 â–²	New Holding	16,445	0.2%	Computer and Technology
GD General Dynamics	$1,840,986	$43,217 â–²	2.4%	5,197	0.2%	Aerospace
DAVE Dave	$1,835,379	$1,835,379 â–²	New Holding	4,926	0.2%	Business Services
AMN AMN Healthcare Services	$1,748,239	$1,748,239 â–²	New Holding	54,008	0.2%	Medical
NTRS Northern Trust	$1,743,790	$14,255 â–²	0.8%	10,031	0.2%	Finance
GORILLA TECHNOLOGY GROUP INC	$1,682,067	$1,682,067 â–²	New Holding	84,611	0.2%	SHS NEW
QCOM Qualcomm	$1,648,697	$520,923 â–¼	-24.0%	8,922	0.2%	Computer and Technology
TSN Tyson Foods	$1,638,667	$43,338 â–²	2.7%	28,623	0.2%	Consumer Staples
SBUX Starbucks	$1,634,223	$1,634,223 â–²	New Holding	15,992	0.2%	Retail/Wholesale
NUTEX HEALTH INC	$1,604,145	$1,604,145 â–²	New Holding	9,387	0.2%	COM
VICTORIAS SECRET AND CO	$1,599,728	$1,599,728 â–²	New Holding	19,163	0.2%	COMMON STOCK
STRL Sterling Infrastructure	$1,545,262	$804,946 â–¼	-34.3%	1,841	0.2%	Construction
VSAT Viasat	$1,542,038	$1,542,038 â–²	New Holding	17,170	0.2%	Computer and Technology
DRI Darden Restaurants	$1,489,865	$56,653 â–²	4.0%	7,232	0.2%	Retail/Wholesale
MARSH & MCLENNAN COS INC	$1,452,530	$1,452,530 â–²	New Holding	8,715	0.2%	COM
BILLIONTOONE INC	$1,429,082	$1,429,082 â–²	New Holding	11,911	0.2%	CL A
BMY Bristol Myers Squibb	$1,420,161	$26,966 â–²	1.9%	24,647	0.2%	Medical
MKC McCormick & Company, Incorporated	$1,354,937	$1,354,937 â–²	New Holding	26,873	0.2%	Consumer Staples
PENN PENN Entertainment	$1,352,388	$1,352,388 â–²	New Holding	63,314	0.2%	Consumer Discretionary
PKG Packaging Corporation of America	$1,351,525	$33,836 â–²	2.6%	5,672	0.2%	Industrials
CARE Carter Bankshares	$1,346,082	$1,346,082 â–²	New Holding	39,579	0.2%	Finance
GILD Gilead Sciences	$1,330,613	$881,474 â–¼	-39.8%	10,532	0.1%	Medical
DK Delek US	$1,324,262	$1,324,262 â–²	New Holding	26,063	0.1%	Energy
PEP PepsiCo	$1,320,150	$23,289 â–²	1.8%	9,750	0.1%	Consumer Staples
CMCSA Comcast	$1,300,880	$38,053 â–²	3.0%	52,989	0.1%	Consumer Discretionary
KR Kroger	$1,298,181	$26,821 â–²	2.1%	23,378	0.1%	Retail/Wholesale
HZO MarineMax	$1,289,757	$1,289,757 â–²	New Holding	35,220	0.1%	Retail/Wholesale
CALLAWAY GOLF CO	$1,286,965	$1,286,965 â–²	New Holding	68,492	0.1%	COM
AGX Argan	$1,277,680	$1,277,680 â–²	New Holding	1,600	0.1%	Construction
WATERBRIDGE INFRASTRUCTURE L	$1,259,080	$1,259,080 â–²	New Holding	36,740	0.1%	CL A SHS REPSTG

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

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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