Sierra Summit Advisors LLC Top Holdings and 13F Report (2026) About Sierra Summit Advisors LLCInvestment ActivitySierra Summit Advisors LLC has $851.82 million in total holdings as of September 30, 2026.Sierra Summit Advisors LLC owns shares of 174 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 19.31% of the portfolio was purchased this quarter.About 23.15% of the portfolio was sold this quarter.This quarter, Sierra Summit Advisors LLC has purchased 185 new stocks and bought additional shares in 82 stocks.Sierra Summit Advisors LLC sold shares of 30 stocks and completely divested from 58 stocks this quarter.Largest Holdings NVIDIA $52,750,299Micron Technology $37,897,679Apple $33,539,632ASTERA LABS INC $33,166,437Alphabet $29,948,724 Largest New Holdings this Quarter 247361702 - Delta Air Lines $12,882,719 Holding16411R208 - CHENIERE ENERGY INC $10,541,134 Holding38500T200 - GRAN TIERRA ENERGY INC $2,004,440 HoldingG1757E113 - Caledonia Mining $1,840,734 Holding91532F102 - UNUSUAL MACHS INC $1,744,103 Holding Largest Purchases this Quarter CrowdStrike 67,582 shares (about $17.89M)Credo Technology Group 78,003 shares (about $15.19M)Advanced Micro Devices 22,228 shares (about $13.60M)Oracle 96,329 shares (about $13.23M)Delta Air Lines 154,358 shares (about $12.88M) Largest Sales this Quarter EVERPURE INC 168,595 shares (about $22.05M)Chevron 42,121 shares (about $8.60M)Citigroup 27,410 shares (about $3.55M)SHOPIFY INC 21,753 shares (about $3.23M)Amazon.com 12,307 shares (about $3.07M) 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$52,750,299$297,579 ▲0.6%230,9766.2%TechnologyMUMicron Technology$37,897,679$5,325,550 ▲16.4%35,5814.4%TechnologyAAPLApple$33,539,632$1,969,805 ▼-5.5%100,7143.9%TechnologyASTERA LABS INC$33,166,437$187,596 ▲0.6%93,1723.9%COMGOOGLAlphabet$29,948,724$19,613 ▲0.1%87,0403.5%Communication ServicesHOODRobinhood Markets$26,801,325$1,050,638 ▼-3.8%238,2343.1%FinanceMRVLMarvell Technology$26,755,755$1,201,363 ▲4.7%101,2673.1%TechnologyLITELumentum$26,736,846$5,632,337 ▲26.7%27,5283.1%TechnologyLLYEli Lilly and Company$23,086,061$30,084 ▲0.1%19,9522.7%HealthcareMETAMeta Platforms$19,514,594$79,045 ▲0.4%26,9102.3%Communication ServicesTSLATesla$19,297,052$64,575 ▲0.3%54,3872.3%Consumer DiscretionarySHOPIFY INC$19,149,831$3,225,970 ▼-14.4%129,1292.2%CL A SUB VTG SHSCRWDCrowdStrike$18,583,332$17,892,335 ▲2,589.3%70,1922.2%TechnologyGE VERNOVA INC$18,455,665$394,453 ▲2.2%19,4172.2%COMARISTA NETWORKS INC$18,075,331$108,106 ▼-0.6%88,7832.1%COM SHSLAM RESEARCH CORP$17,702,747$280,548 ▲1.6%53,8882.1%COM NEWAMZNAmazon.com$17,398,892$3,066,289 ▼-15.0%69,8332.0%Consumer DiscretionaryCRDOCredo Technology Group$16,670,908$15,194,205 ▲1,028.9%85,5842.0%TechnologyAMDAdvanced Micro Devices$16,026,277$13,598,202 ▲560.0%26,1971.9%TechnologyCCitigroup$15,720,556$3,549,047 ▼-18.4%121,4131.8%FinanceSTLDSteel Dynamics$15,009,646$485,548 ▲3.3%67,7301.8%MaterialsVRTVertiv$14,891,482$99,902 ▼-0.7%61,7111.7%IndustrialsTERTeradyne$14,614,373$313,111 ▲2.2%36,4531.7%TechnologyPWRQuanta Services$13,961,100$780,007 ▲5.9%21,7291.6%IndustrialsREDDIT INC$13,829,927$953,066 ▲7.4%97,0931.6%CL AORCLOracle$13,517,735$13,225,972 ▲4,533.1%98,4541.6%TechnologyDISWalt Disney$13,366,588$112,033 ▲0.8%127,4221.6%Communication ServicesDALDelta Air Lines$12,882,719$12,882,719 ▲New Holding154,3581.5%IndustrialsREGNRegeneron Pharmaceuticals$12,630,504$1,500,616 ▲13.5%16,6571.5%HealthcareFCXFreeport-McMoRan$12,046,160$128,660 ▲1.1%172,0881.4%MaterialsCHENIERE ENERGY INC$10,541,134$10,541,134 ▲New Holding39,1821.2%COM NEWSPACE EXPLORATION TECHN CORP$5,559,493$60,646 ▲1.1%36,8520.7%CLASS A COM STKISRGIntuitive Surgical$5,364,263$16,672 ▲0.3%13,1920.6%HealthcareABBVAbbVie$4,656,041$88,941 ▲1.9%17,7990.5%HealthcareCATCaterpillar$4,597,991$15,405 ▲0.3%5,6710.5%IndustrialsJPMJPMorgan Chase & Co.$4,372,250$117,114 ▲2.8%13,2160.5%FinanceJNJJohnson & Johnson$4,296,731$190,878 ▲4.6%16,2300.5%HealthcareIXCiShares Global Energy ETF$4,182,225$124,366 ▲3.1%73,4110.5%ETFCSCOCisco Systems$3,812,040$99,343 ▲2.7%35,4180.4%TechnologySPYSPDR S&P 500 ETF Trust$3,726,700$139,551 ▼-3.6%4,8870.4%ETFMCHPMicrochip Technology$3,573,454$788,277 ▲28.3%45,9490.4%TechnologyMRKMerck & Co., Inc.$3,335,592$150,832 ▲4.7%22,9550.4%HealthcareAVGOBroadcom$3,266,067$72,696 ▲2.3%9,3000.4%TechnologyCMICummins$2,995,590$105,380 ▲3.6%5,7990.4%IndustrialsWMBWilliams Companies$2,968,726$638,034 ▲27.4%43,6770.3%EnergySBUXStarbucks$2,936,344$1,433,736 ▲95.4%31,2510.3%Consumer DiscretionaryJCIJohnson Controls International$2,929,743$94,541 ▲3.3%19,7090.3%IndustrialsADMArcher Daniels Midland$2,865,777$82,000 ▲2.9%36,1020.3%Consumer StaplesQQQInvesco QQQ$2,802,827$335,096 ▼-10.7%3,7890.3%ETFBACBank of America$2,746,647$64,717 ▲2.4%50,4620.3%FinanceGSThe Goldman Sachs Group$2,692,077$115,246 ▲4.5%2,9900.3%FinanceUNHUnitedHealth Group$2,667,938$638,719 ▲31.5%7,2680.3%HealthcareWFCWells Fargo & Company$2,612,993$1,841 ▼-0.1%32,6420.3%FinanceADIAnalog Devices$2,370,739$53,556 ▲2.3%5,9760.3%TechnologyZIONZions Bancorporation, N.A.$2,304,992$67,912 ▲3.0%36,7920.3%FinanceNUENucor$2,289,582$73,865 ▲3.3%9,7950.3%MaterialsGOOGAlphabet$2,193,685$17,037 ▲0.8%6,4380.3%Communication ServicesGRAN TIERRA ENERGY INC$2,004,440$2,004,440 ▲New Holding203,2900.2%COMNEENextEra Energy$1,967,801$25,827 ▲1.3%25,9810.2%UtilitiesCBChubb$1,958,981$49,113 ▲2.6%6,0230.2%FinanceNSCNorfolk Southern$1,899,114$49,440 ▲2.7%6,1460.2%IndustrialsMKCMcCormick & Company, Incorporated$1,888,991$642,083 ▲51.5%40,7110.2%Consumer StaplesDOXAmdocs$1,856,120$708,231 ▲61.7%32,4610.2%TechnologyCMCLCaledonia Mining$1,840,734$1,840,734 ▲New Holding78,1960.2%MaterialsHDHome Depot$1,784,891$43,811 ▲2.5%6,2740.2%Consumer DiscretionaryGDGeneral Dynamics$1,766,663$42,142 ▲2.4%5,3240.2%IndustrialsQCOMQualcomm$1,746,540$104,535 ▲6.4%9,4900.2%TechnologyUNUSUAL MACHS INC$1,744,103$1,744,103 ▲New Holding71,2460.2%COM SHSNTRSNorthern Trust$1,733,739$34,888 ▲2.1%10,2370.2%FinancePGENPrecigen$1,732,972$1,732,972 ▲New Holding202,4500.2%HealthcareCALUMET INC$1,731,526$1,731,526 ▲New Holding33,0570.2%COMFASTLY INC$1,701,973$1,701,973 ▲New Holding66,3020.2%CL ATRULIEVE CANNABIS CORP$1,696,171$1,696,171 ▲New Holding155,6120.2%SUB VTG SHSEVERGY INC$1,695,403$613,558 ▲56.7%21,6140.2%COMIBOTTA INC$1,658,268$1,658,268 ▲New Holding42,0880.2%CLASS A COM SHSKROKronos Worldwide$1,634,056$1,634,056 ▲New Holding213,6020.2%MaterialsSBSafe Bulkers$1,611,294$1,611,294 ▲New Holding188,6760.2%IndustrialsGILDGilead Sciences$1,600,947$31,151 ▲2.0%10,7410.2%HealthcareMARSH & MCLENNAN COS INC$1,597,180$109,267 ▲7.3%9,3550.2%COMBMYBristol Myers Squibb$1,596,879$58,906 ▲3.8%25,5910.2%HealthcareTALOTalos Energy$1,530,562$1,530,562 ▲New Holding93,7270.2%EnergyHRTGHeritage Insurance$1,526,790$302,229 ▲24.7%46,0570.2%FinanceMARQETA INC$1,520,237$1,520,237 ▲New Holding89,4520.2%CL A COMNUTEX HEALTH INC$1,511,888$474,965 ▼-23.9%7,1430.2%COMVIRVir Biotechnology$1,502,816$1,502,816 ▲New Holding134,4200.2%HealthcareTSNTyson Foods$1,488,513$42,193 ▲2.9%29,4580.2%Consumer StaplesVICTORIAS SECRET AND CO$1,477,371$217,789 ▼-12.8%16,7010.2%COMMON STOCKAMNAMN Healthcare Services$1,443,086$494,181 ▼-25.5%40,2310.2%HealthcareDRIDarden Restaurants$1,437,201$39,616 ▲2.8%7,4370.2%Consumer DiscretionaryVSATViasat$1,415,905$207,480 ▲17.2%20,1180.2%TechnologyKRKroger$1,411,629$41,210 ▲3.0%24,0810.2%Consumer StaplesTDSTelephone and Data Systems$1,407,104$1,407,104 ▲New Holding41,4830.2%Communication ServicesHIPOHippo$1,402,620$1,402,620 ▲New Holding45,5840.2%FinanceIBMInternational Business Machines$1,396,011$974,657 ▼-41.1%6,3480.2%TechnologySLIDE INS HLDGS INC$1,369,991$1,369,991 ▲New Holding61,4070.2%COMAXTIAXT$1,360,094$1,360,094 ▲New Holding17,5700.2%TechnologyFENCAdherex Technologies$1,358,408$1,358,408 ▲New Holding127,5500.2%HealthcareLANDBRIDGE COMPANY LLC$1,356,189$202,763 ▲17.6%16,7080.2%CL ANXSTNexstar Media Group$1,334,407$1,334,407 ▲New Holding8,2590.2%Communication ServicesCODICompass Diversified$1,331,370$1,331,370 ▲New Holding122,0320.2%FinanceShowing largest 100 holdings. 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