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Sierra Capital

Latest statistics and disclosures from Sierra Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, XMTIF, CSTNL, BRK.B, ISVVF, and represent 20.41% of Sierra Capital's stock portfolio.
Added to shares of these 10 stocks: ISHUF (+$14M), iShares $ Treasury Bond 0-1yr UCITS (+$7.0M), IMPPF, VWO, ITRBF, IMBXF, VDC, iShares S&P 500 Equal Weight UCITS ETF, iShares MSCI EM ex-China UCITS ETF, VO.
Started 13 new stock positions in IHSRF, iShares $ High Yield Corp Bond UCITS ETF, BABA, ISHUF, ITRBF, TGT, iShares MSCI EM ex-China UCITS ETF, iShares MSCI EMU UCITS ETF, USMV, iShares $ Treasury Bond 0-1yr UCITS. iShares MSCI EM ex-China UCITS ETF, NFLX, iShares MSCI EM ex-China UCITS ETF.
Reduced shares in these 10 stocks: ISDDF (-$19M), SHV, IVSRF, ISHYF, IRRRF, IMATF, , ISVQF, RSP, ISTMF.
Sold out of its positions in AAXJ, Msp Recovery, NKE, PLUG, KRE, VHT, IEDGF, ISCRF, IVVVF, IMATF. Lloyds Banking Gp Ord Gbp01, BK Rakyat Idr250, America Movil S.a.b. De C.v., GRFFF, GPFOF, ISTMF.
Sierra Capital was a net seller of stock by $-680k.
Sierra Capital has $682M in assets under management (AUM), dropping by 9.43%.
Central Index Key (CIK): 0001787274

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Portfolio Holdings for Sierra Capital

Sierra Capital holds 181 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&P 500 ETF Etf (VOO)	5.9	$40M		91k	436.80	View chart
iShares Core MSCI EMU UCITS ETF Etf (XMTIF)	3.9	$26M		148k	177.68	View chart
iShares Core S&P 500 UCITS ETF Etf (CSTNL)	3.8	$26M	-3%	52k	502.00	View chart
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)	3.6	$25M		69k	356.66	View chart
iShares MSCI ACWI UCITS ETF Etf (ISVVF)	3.3	$22M	+3%	295k	75.81	View chart
iShares $ Floating Rate Bond UCITS ETF Etf (IVSRF)	3.2	$22M	-8%	3.8M	5.76	View chart
iShares MSCI USA Small Cap UCITS ETF Etf (CPLCF)	2.8	$19M	+2%	40k	484.63	View chart
Apple Common Stock (AAPL)	2.1	$14M	-2%	75k	192.53	View chart
Vanguard Mid-Cap ETF Etf (VO)	2.1	$14M	+6%	62k	232.65	View chart
iShares Core S&P 500 ETF Etf (IVV)	2.1	$14M	-5%	30k	477.64	View chart
iShares $ Treasury Bond 0-1yr UCITS ETF Etf (ISHUF)	2.0	$14M	NEW	129k	108.22	View chart
iShares Russell 2000 ETF Etf (IWM)	1.9	$13M		66k	200.70	View chart
Vanguard FTSE Europe ETF Etf (VGK)	1.9	$13M	+2%	200k	64.48	View chart
iShares Core MSCI Europe UCITS ETF Etf (IMSEF)	1.8	$12M		366k	32.99	View chart
iShares Core MSCI EM IMI UCITS ETF Etf (ISAPF)	1.7	$12M	-3%	374k	31.80	View chart
iShares US Property Yield UCITS ETF Etf (ISUPF)	1.6	$11M		379k	29.11	View chart
iShares MSCI World UCITS ETF Etf	1.6	$11M		162k	67.68	View chart
iShares MSCI EM ex-China UCITS ETF Etf (IXSRF)	1.6	$11M	+6%	2.2M	4.95	View chart
iShares J.P. Morgan $ EM Bond UCITS ETF Etf (ISJPF)	1.5	$10M		1.9M	5.40	View chart
iShares $ Short Duration Corp Bond UCITS ETF Etf (ISVQF)	1.4	$9.4M	-11%	1.7M	5.67	View chart
iShares S&P 500 Value ETF Etf (IVE)	1.3	$9.0M		52k	173.89	View chart
iShares MSCI Japan UCITS ETF Etf (IMSCF)	1.2	$8.1M	+3%	44k	183.54	View chart
iShares Core S&P 500 UCITS ETF USD Etf	1.2	$8.1M		169k	47.68	View chart
iShares MSCI ACWI ETF Etf (ACWI)	1.2	$8.0M	+3%	78k	101.77	View chart
Invesco Preferred Shares UCITS ETF Etf (IMPPF)	1.1	$7.8M	+63%	179k	43.53	View chart
iShares Core S&P 500 UCITS ETF Etf	1.1	$7.7M		15k	502.02	View chart
iShares Floating Rate Bond ETF Etf (FLOT)	1.1	$7.3M	-2%	144k	50.62	View chart
iShares $ Corp Bond UCITS ETF Etf (ISCXF)	1.0	$7.1M		1.2M	5.79	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	1.0	$7.0M	+51%	170k	41.10	View chart
iShares $ Treasury Bond 0-1yr UCITS Etf	1.0	$7.0M	NEW	64k	108.26	View chart
Amazon Common Stock (AMZN)	1.0	$6.8M	-11%	45k	151.94	View chart
SPDR S&P 500 ETF Trust Etf (SPY)	1.0	$6.8M		14k	475.28	View chart
iShares Developed Markets Property Yield UCITS ETF Etf (ISDMF)	0.9	$6.2M		1.1M	5.53	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.9	$6.0M		39k	155.32	View chart
iShares Edge MSCI USA Value Factor UCITS ETF Etf (ISVUF)	0.9	$6.0M		652k	9.23	View chart
iShares US Aggregate Bond UCITS ETF Etf (ISHVF)	0.8	$5.7M	+10%	1.1M	5.29	View chart
iShares $ Treasury Bond 1-3yr UCITS ETF Etf (ISTXF)	0.8	$5.5M	+13%	1.0M	5.40	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.8	$5.3M	-4%	38k	139.68	View chart
iShares Cybersecurity and Tech ETF Etf (IHAK)	0.8	$5.3M		117k	45.43	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.7	$5.0M		30k	165.26	View chart
iShares MSCI Japan ETF Etf (EWJ)	0.7	$4.9M	+12%	77k	64.14	View chart
iShares S&P 500 Equal Weight UCITS ETF Etf	0.7	$4.8M	+29%	857k	5.57	View chart
iShares Core U.S. Aggregate Bond ETF Etf (AGG)	0.7	$4.7M	+10%	48k	99.26	View chart
KKR & Co Inc Class A Common Stock (KKR)	0.7	$4.6M		56k	82.85	View chart
iShares MSCI Eurozone ETF Etf (EZU)	0.7	$4.6M		97k	47.44	View chart
Blackstone Group Common Stock (BX)	0.7	$4.5M		35k	130.91	View chart
iShares US Mortgage Backed Securities UCITS ETF Etf (IMBXF)	0.7	$4.5M	+52%	883k	5.07	View chart
iShares S&P 500 Consumer Staples Sector UCITS ETF Etf (IMSBF)	0.6	$4.4M		561k	7.84	View chart
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ)	0.6	$4.2M		37k	114.05	View chart
Apollo Global MGMT Common Stock (APO)	0.6	$4.1M		45k	93.19	View chart
iShares S&P SmallCap 600 UCITS ETF Etf (ISHOF)	0.6	$4.1M		46k	89.26	View chart
Vanguard S&P Small-Cap 600 ETF Etf (VIOO)	0.6	$4.1M	+10%	41k	99.19	View chart
Microsoft Common Stock (MSFT)	0.6	$3.9M	-13%	11k	376.00	View chart
iShares Short Treasury Bond ETF Etf (SHV)	0.6	$3.9M	-55%	35k	110.12	View chart
iShares MSCI ACWI ex U.S. ETF Etf (ACWX)	0.6	$3.8M		74k	51.04	View chart
iShares 0-5 Year Investment Grade Corporate Bond ETF Etf (SLQD)	0.6	$3.8M	+5%	76k	49.20	View chart
iShares S&P 500 UCITS ETF Etf (IHPCF)	0.5	$3.4M		71k	47.65	View chart
iShares MSCI Emerging Markets ex China ETF Etf (EMXC)	0.5	$3.3M	+18%	59k	55.42	View chart
Goldman Sachs Equal Weight U.S. Large Cap ETF Etf (GSEW)	0.5	$3.3M	+31%	49k	67.06	View chart
Invesco AT1 Capital Bond UCITS ETF Etf (IVATF)	0.5	$3.2M	+26%	134k	24.20	View chart
Hamilton Lane Incorporat Class A Common Stock (HLNE)	0.4	$3.0M		27k	113.45	View chart
Carlyle Group Master Limited Partnership (CG)	0.4	$3.0M	-17%	73k	40.69	View chart
Facebook Inc CL-A Common Stock (META)	0.4	$2.9M	-7%	8.1k	353.99	View chart
Vanguard Real Estate ETF Etf (VNQ)	0.4	$2.7M	+6%	31k	88.37	View chart
Vanguard Industrials ETF Etf (VIS)	0.4	$2.6M		12k	220.43	View chart
iShares $ High Yield Corp Bond UCITS ETF Etf (ISHYF)	0.4	$2.6M	-42%	411k	6.30	View chart
Ares Capital Corp Common Stock (ARCC)	0.4	$2.5M		127k	20.03	View chart
ExxonMobil Common Stock (XOM)	0.4	$2.5M		25k	100.00	View chart
iShares Core MSCI World UCITS ETF Etf (IRRRF)	0.3	$2.3M	-41%	25k	90.97	View chart
Shell PLC Sponsored ADR Repstg Ord SH Common Stock (SHEL)	0.3	$2.3M		35k	65.81	View chart
iShares MBS ETF Etf (MBB)	0.3	$2.3M	+3%	24k	94.08	View chart
SPDR S&P Oil & Gas Exploration & Production Etf (XOP)	0.3	$2.3M		17k	136.90	View chart
Financial Select Sector SPDR Fund Etf (XLF)	0.3	$2.1M		56k	37.59	View chart
Vanguard Consumer Staples ETF Etf (VDC)	0.3	$2.1M	+188%	11k	190.96	View chart
iShares Russell Mid-Cap Growth ETF Common Stock (IWP)	0.3	$2.1M		20k	104.46	View chart
Vanguard S&P 500 UCITS ETF Etf (VNGDF)	0.3	$2.0M		22k	90.39	View chart
iShares $ Short Duration High Yield Corp Bond UCITS ETF Etf (ISDDF)	0.3	$2.0M	-90%	323k	6.15	View chart
Vanguard Materials ETF Etf (VAW)	0.3	$2.0M		10k	189.94	View chart
iShares EURO STOXX Small UCITS ETF Etf (DJSCF)	0.3	$2.0M		41k	48.64	View chart
iShares iBoxx $ High Yield Corporate Bond ETF Etf (HYG)	0.3	$2.0M	-5%	25k	77.41	View chart
UnitedHealth Group Common Stock (UNH)	0.3	$2.0M		3.7k	526.46	View chart
Vanguard S&P 500 Value ETF Etf (VOOV)	0.3	$1.9M		11k	167.99	View chart
Alerian MLP ETF Common Stock (AMLP)	0.3	$1.9M	+10%	44k	42.52	View chart
Vanguard S&P Small-Cap 600 Value ETF Etf (VIOV)	0.3	$1.8M	-5%	21k	88.49	View chart
iShares U.S. Preferred Stock ETF Etf (PFF)	0.3	$1.7M	-20%	56k	31.19	View chart
iShares Edge MSCI World Value Factor UCITS ETF Etf (ISMVF)	0.3	$1.7M		43k	40.76	View chart
Bank of America Common Stock (BAC)	0.2	$1.7M		51k	33.66	View chart
iShares Etf (ITRBF)	0.2	$1.7M	NEW	3.8k	439.10	View chart
Vanguard Mid-Cap Value ETF Common Stock (VOE)	0.2	$1.7M		11k	145.04	View chart
iShares MSCI World ETF Etf (URTH)	0.2	$1.6M		12k	133.03	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.2	$1.6M		11k	140.90	View chart
iShares Core MSCI EMU UCITS ETF Etf	0.2	$1.6M		8.9k	176.39	View chart
iShares S&P 500 Industrials Sector UCITS ETF Etf (IMSXF)	0.2	$1.5M		163k	9.41	View chart
iShares Digital Security UCITS ETF Etf (ISHDF)	0.2	$1.5M		194k	7.76	View chart
Mastercard Inc CL A Common Stock (MA)	0.2	$1.5M		3.5k	426.38	View chart
SPDR S&P 400 US Mid Cap UCITS ETF Etf (SSDRF)	0.2	$1.4M	+46%	17k	85.40	View chart
iShares MSCI World UCITS ETF Etf (IIREF)	0.2	$1.4M		21k	67.61	View chart
Invesco QQQ Trust ETF Etf (QQQ)	0.2	$1.4M	+2%	3.4k	409.67	View chart
Nvidia Corporation Common Stock (NVDA)	0.2	$1.3M	-16%	2.7k	495.33	View chart
Vanguard Mid-Cap Growth ETF Etf (VOT)	0.2	$1.3M	+3%	6.0k	219.63	View chart
iShares MSCI Japan UCITS ETF Etf	0.2	$1.3M		7.1k	182.63	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$1.3M		8.0k	156.74	View chart
SPDR Gold Trust Etf (GLD)	0.2	$1.2M		6.4k	191.18	View chart
iShares 0-5 Year High Yield Corporate Bond ETF Etf (SHYG)	0.2	$1.1M	-16%	27k	42.21	View chart
iShares iBoxx $ Investment Grade Corporate Bond ETF Etf (LQD)	0.2	$1.1M	+133%	10k	110.65	View chart
Energy Select Sector SPDR Fund Etf (XLE)	0.2	$1.1M		13k	83.87	View chart
Berkshire Hathaway Inc. Class A 1/100 - 100 Shares = 1 Common Stock	0.2	$1.1M		200.00	5425.00	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.2	$1.1M	-17%	27k	40.20	View chart
Walt Disney Common Stock (DIS)	0.2	$1.1M		12k	90.33	View chart
iShares S&P 500 Health Care Sector UCITS ETF Etf (ISVFF)	0.1	$1.0M		95k	10.64	View chart
Health Care Select Sector SPDR Fund Etf (XLV)	0.1	$1.0M		7.3k	136.32	View chart
Vanguard S&P Small-Cap 600 Growth ETF Etf (VIOG)	0.1	$951k	+56%	8.8k	107.57	View chart
iShares Ageing Population UCITS ETF Etf (IUAGF)	0.1	$933k		133k	7.00	View chart
iShares MSCI USA Small Cap ESG Enhanced UCITS ETF Etf	0.1	$886k		1.8k	489.23	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$846k		2.9k	294.88	View chart
iShares MSCI EM ex-China UCITS ETF Etf	0.1	$843k	NEW	170k	4.95	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	0.1	$830k		7.7k	108.21	View chart
iShares MSCI EAFE Value Index Fund Etf (EFV)	0.1	$795k		15k	52.13	View chart
Defiance Next Gen Connectivity Etf (FIVG)	0.1	$789k		22k	35.86	View chart
JPMorgan Chase Common Stock (JPM)	0.1	$777k		4.6k	170.10	View chart
Vanguard FTSE All World Ex US ETF Etf (VEU)	0.1	$773k		14k	56.12	View chart
iShares Edge MSCI EM Minimum Volatility UCITS ETF Etf (ISSRF)	0.1	$765k		24k	31.74	View chart
Sentinelone Inc -Class A Common Stock (S)	0.1	$755k		28k	27.45	View chart
iShares Core S&P 500 UCITS ETF USD Etf	0.1	$752k		1.5k	502.00	View chart
Chevron Corp. Common Stock (CVX)	0.1	$732k	-2%	4.9k	149.24	View chart
Ark Innovation ETF Common Stock (ARKK)	0.1	$726k		14k	52.40	View chart
Bain Capital Specialty F Common Stock (BCSF)	0.1	$672k	-42%	45k	15.08	View chart
iShares MSCI AC Far East ex-Japan UCITS ETF Etf (ISEXF)	0.1	$668k		14k	48.27	View chart
iShares Edge S&P 500 Minimum Volatility UCITS ETF Etf (IHSRF)	0.1	$666k	NEW	8.1k	82.49	View chart
Vanguard S&P 500 Growth ETF Etf (VOOG)	0.1	$656k	-5%	2.4k	270.85	View chart
Aecom Common Stock (ACM)	0.1	$647k		7.0k	92.43	View chart
iShares S&P 500 Utilities Sector UCITS ETF Etf (ISSZF)	0.1	$634k		85k	7.44	View chart
Ark Genomic Revolution ETF Etf (ARKG)	0.1	$613k		19k	32.83	View chart
iShares MSCI EMU UCITS ETF Etf	0.1	$606k	NEW	3.4k	177.76	View chart
Amdocs Limited F Common Stock (DOX)	0.1	$578k		6.6k	87.86	View chart
iShares U.S. Real Estate ETF Etf (IYR)	0.1	$573k		6.3k	91.48	View chart
Coca-Cola Common Stock (KO)	0.1	$558k		9.5k	58.92	View chart
Vanguard Total World Stock ETF Etf (VT)	0.1	$554k		5.4k	102.92	View chart
Berkshire Hathaway Inc. Class A Common Stock (BRK.A)	0.1	$543k		1.00	543000.00	View chart
Raytheon Technologies Corp Common Stock (RTX)	0.1	$527k		6.3k	84.21	View chart
Invesco S&P 500 Equal Weight Etf (RSP)	0.1	$515k	-65%	3.3k	157.93	View chart
Humana Common Stock (HUM)	0.1	$471k		1.0k	457.73	View chart
Vanguard FTSE Japan UCITS ETF Etf (VNFGF)	0.1	$453k		13k	34.03	View chart
Xtrackers MSCI Eurpe HDGD Eqy ETF Etf (DBEU)	0.1	$420k	+20%	11k	37.81	View chart
Invesco Nasdaq 100 ETF Etf (QQQM)	0.1	$403k		2.4k	168.34	View chart
Taiwan SMCNDCTR MFG Common Stock (TSM)	0.1	$399k		3.8k	104.04	View chart
CIGNA Corp Common Stock (CI)	0.1	$388k		1.3k	299.15	View chart
JPMorgan Chas 4.75 PFD PFD Ser GG Preferred Stock (JPM.PJ)	0.1	$376k	+52%	18k	21.41	View chart
Tesla Common Stock (TSLA)	0.1	$368k	-7%	1.5k	248.65	View chart
Vanguard FTSE Emerging Markets UCITS ETF Etf (VNGUF)	0.1	$365k		6.5k	55.77	View chart
SPDR Dow Jones Industrial Average ETF Trust Etf (DIA)	0.1	$360k		955.00	376.96	View chart
Soc Quimica Miner F Common Stock (SQM)	0.1	$360k		6.0k	60.25	View chart
iShares Edge MSCI Min Vol USA ETF Etf (USMV)	0.1	$354k	NEW	4.5k	77.92	View chart
Invesco Preferred ETF Etf (PGX)	0.0	$338k		30k	11.46	View chart
Invesco AT1 Capital Bond UCITS ETF Etf	0.0	$335k		14k	24.28	View chart
Anthem Common Stock (ELV)	0.0	$328k		695.00	471.94	View chart
Global X Robotics Artfcl Intlgnc ETF Etf (BOTZ)	0.0	$318k		11k	28.49	View chart
Vanguard FTSE All-World UCITS ETF Etf (VFAWF)	0.0	$304k		2.6k	118.52	View chart
iShares $ Corp Bond UCITS ETF Etf (ISRPF)	0.0	$277k		2.7k	104.53	View chart
Albemarle Corporation Common Stock (ALB)	0.0	$276k		1.9k	144.35	View chart
VanEck Vectors Rare Earth/Strategic Metals ETF Etf (REMX)	0.0	$275k		4.5k	61.63	View chart
Hca Healthcare Common Stock (HCA)	0.0	$270k		998.00	270.54	View chart
Bankwell Finl Group Common Stock (BWFG)	0.0	$268k		8.9k	30.23	View chart
SPDR Real Estate Select Sector SPDR ETF Etf (XLRE)	0.0	$267k		6.7k	40.04	View chart
iShares Europe ETF Etf (IEV)	0.0	$264k		5.0k	52.78	View chart
Topgolf Callaway Brands Common Stock (MODG)	0.0	$261k		18k	14.35	View chart
Vanguard S&P 500 UCITS ETF Etf (VGFPF)	0.0	$249k		2.8k	90.15	View chart
Bank America Cor 6 PFD PFD Ser GG Preferred Stock (BAC.PB)	0.0	$248k		10k	24.84	View chart
iShares MSCI EM ex-China UCITS ETF Etf	0.0	$245k	NEW	50k	4.94	View chart
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)	0.0	$232k		3.0k	77.33	View chart
Sunrun Common Stock (RUN)	0.0	$229k		12k	19.64	View chart
Netflix Common Stock (NFLX)	0.0	$229k	NEW	470.00	487.23	View chart
Alibaba Group HLDG Common Stock (BABA)	0.0	$227k	NEW	2.9k	77.61	View chart
Target Common Stock (TGT)	0.0	$223k	NEW	1.6k	142.77	View chart
iShares Convertible Bond ETF Etf (ICVT)	0.0	$219k		2.8k	78.44	View chart
iShares MSCI EM Asia UCITS ETF Etf (CETFF)	0.0	$218k	-73%	1.4k	157.74	View chart
iShares $ High Yield Corp Bond UCITS ETF Etf	0.0	$174k	NEW	28k	6.30	View chart
iShares MSCI EM ex-China UCITS ETF Etf	0.0	$155k	NEW	31k	4.95	View chart
iShares J.P. Morgan $ EM Bond UCITS ETF Etf	0.0	$121k		22k	5.41	View chart
WTS MSP Recovery Warrant (LIFWZ)	0.0	$40k		400k	0.10	View chart
Vicarious Surgical Common Stock (RBOT)	0.0	$37k		100k	0.37	View chart

Past Filings by Sierra Capital

SEC 13F filings are viewable for Sierra Capital going back to 2021

Sierra Capital 2023 Q4 filed Jan. 30, 2024
Sierra Capital 2023 Q3 filed Oct. 31, 2023
Sierra Capital 2023 Q2 filed July 31, 2023
Sierra Capital 2023 Q1 filed May 1, 2023
Sierra Capital 2022 Q4 filed Feb. 8, 2023
Sierra Capital 2022 Q3 filed Nov. 4, 2022
Sierra Capital 2022 Q2 filed Aug. 4, 2022
Sierra Capital 2022 Q1 filed May 3, 2022
Sierra Capital 2021 Q4 filed Feb. 10, 2022
Sierra Capital 2021 Q3 filed Nov. 2, 2021
Sierra Capital 2021 Q2 filed July 22, 2021
Sierra Capital 2021 Q1 filed May 28, 2021

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