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%	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%	Technology
GOOGL Alphabet	$31,085,115	$412,762 â–²	1.3%	86,983	3.5%	Communication Services
AAPL Apple	$30,854,042	$1,426,828 â–¼	-4.4%	106,629	3.4%	Technology
MRVL Marvell Technology	$28,811,921	$534,713 â–²	1.9%	96,720	3.2%	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%	Healthcare
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%	Consumer Discretionary
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%	Finance
VRT Vertiv	$20,800,693	$1,284,035 â–¼	-5.8%	62,125	2.3%	Industrials
AMZN Amazon.com	$19,577,248	$667,829 â–²	3.5%	82,140	2.2%	Consumer Discretionary
LITE Lumentum	$18,644,786	$3,276,073 â–¼	-14.9%	21,729	2.1%	Technology
TER Teradyne	$17,259,541	$639,636 â–²	3.8%	35,672	1.9%	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%	Communication Services
STLD Steel Dynamics	$15,038,579	$81,458 â–¼	-0.5%	65,539	1.7%	Materials
ENTG Entegris	$14,972,626	$14,972,626 â–²	New Holding	83,246	1.7%	Technology
PWR Quanta Services	$14,771,621	$968,454 â–²	7.0%	20,515	1.6%	Industrials
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%	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%	Healthcare
DIS Walt Disney	$12,161,591	$11,710,178 â–²	2,594.1%	126,354	1.4%	Communication Services
SYM Symbotic	$11,645,602	$11,645,602 â–²	New Holding	259,079	1.3%	Industrials
FCX Freeport-McMoRan	$10,707,023	$481,297 â–²	4.7%	170,250	1.2%	Materials
REGN Regeneron Pharmaceuticals	$9,152,321	$8,974,612 â–²	5,050.2%	14,678	1.0%	Healthcare
BA Boeing	$8,404,232	$541,824 â–²	6.9%	38,824	0.9%	Industrials
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%	Materials
ISRG Intuitive Surgical	$5,229,890	$4,590,818 â–¼	-46.7%	13,151	0.6%	Healthcare
ABBV AbbVie	$4,393,383	$74,485 â–¼	-1.7%	17,459	0.5%	Healthcare
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%	Technology
CMI Cummins	$3,990,410	$67,755 â–²	1.7%	5,595	0.4%	Industrials
JNJ Johnson & Johnson	$3,938,821	$38,096 â–²	1.0%	15,509	0.4%	Healthcare
SPY SPDR S&P 500 ETF Trust	$3,785,857	$310,634 â–²	8.9%	5,070	0.4%	ETF
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%	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%	Technology
QQQ Invesco QQQ	$3,123,624	$53,754 â–²	1.8%	4,242	0.3%	ETF
IBM International Business Machines	$3,031,564	$110,239 â–²	3.8%	10,780	0.3%	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%	Healthcare
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%	Industrials
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%	Technology
AMD Advanced Micro Devices	$2,305,632	$6,390 â–²	0.3%	3,969	0.3%	Technology
UNH UnitedHealth Group	$2,297,603	$575,232 â–¼	-20.0%	5,528	0.3%	Healthcare
GOOG Alphabet	$2,257,073	$8,480 â–²	0.4%	6,388	0.3%	Communication Services
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%	Consumer Discretionary
NUE Nucor	$2,111,448	$31,853 â–²	1.5%	9,479	0.2%	Materials
CRDO Credo Technology Group	$2,061,653	$141,958 â–¼	-6.4%	7,581	0.2%	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%	Technology
NSC Norfolk Southern	$1,883,136	$37,122 â–²	2.0%	5,986	0.2%	Industrials
OSCR Oscar Health	$1,849,637	$1,849,637 â–²	New Holding	64,854	0.2%	Healthcare
ICHR Ichor	$1,846,445	$1,846,445 â–²	New Holding	16,445	0.2%	Technology
GD General Dynamics	$1,840,986	$43,217 â–²	2.4%	5,197	0.2%	Industrials
DAVE Dave	$1,835,379	$1,835,379 â–²	New Holding	4,926	0.2%	Finance
AMN AMN Healthcare Services	$1,748,239	$1,748,239 â–²	New Holding	54,008	0.2%	Healthcare
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%	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%	Consumer Discretionary
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%	Industrials
VSAT Viasat	$1,542,038	$1,542,038 â–²	New Holding	17,170	0.2%	Technology
DRI Darden Restaurants	$1,489,865	$56,653 â–²	4.0%	7,232	0.2%	Consumer Discretionary
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%	Healthcare
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%	Materials
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%	Healthcare
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%	Communication Services
KR Kroger	$1,298,181	$26,821 â–²	2.1%	23,378	0.1%	Consumer Staples
HZO MarineMax	$1,289,757	$1,289,757 â–²	New Holding	35,220	0.1%	Consumer Discretionary
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%	Industrials
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.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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