Sierra Summit Advisors
Latest statistics and disclosures from Sierra Summit Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, GOOGL, TSLA, LITE, and represent 18.97% of Sierra Summit Advisors's stock portfolio.
- Added to shares of these 10 stocks: LITE (+$18M), CVX (+$16M), DE (+$13M), PLTR (+$12M), TER (+$10M), ALNY (+$10M), FCX (+$9.6M), EQT (+$9.5M), MRVL (+$9.4M), MU (+$9.4M).
- Started 57 new stock positions in BFH, T, CL, SANM, AUPH, TPL, ARWR, PANW, BA, INCY.
- Reduced shares in these 10 stocks: GEV (-$12M), SNOW (-$12M), SPOT (-$11M), NVO (-$11M), FSLR (-$10M), NFLX (-$9.3M), VLO (-$8.7M), MELI (-$8.6M), EXE (-$8.5M), .
- Sold out of its positions in AFL, AGX, BKE, EXE, CDE, DHI, DAVE, DG, DUK, DSTL.
- Sierra Summit Advisors was a net buyer of stock by $63M.
- Sierra Summit Advisors has $688M in assets under management (AUM), dropping by 5.50%.
- Central Index Key (CIK): 0002012614
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Portfolio Holdings for Sierra Summit Advisors
Sierra Summit Advisors holds 180 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.8 | $40M | 228k | 174.40 |
|
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| Apple (AAPL) | 4.1 | $28M | +13% | 112k | 253.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $25M | +4% | 86k | 287.56 |
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| Tesla Motors (TSLA) | 2.9 | $20M | +8% | 53k | 371.75 |
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| Lumentum Hldgs (LITE) | 2.6 | $18M | NEW | 26k | 702.76 |
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| Eli Lilly & Co. (LLY) | 2.6 | $18M | +24% | 19k | 919.77 |
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| Citigroup Com New (C) | 2.5 | $17M | -16% | 149k | 113.41 |
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| Vertiv Holdings Com Cl A (VRT) | 2.4 | $17M | -28% | 66k | 250.58 |
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| Amazon (AMZN) | 2.4 | $17M | +21% | 79k | 208.27 |
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| Ge Vernova (GEV) | 2.3 | $16M | -43% | 18k | 872.90 |
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| Chevron Corporation (CVX) | 2.3 | $16M | +3344% | 77k | 206.90 |
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| Rocket Cos Com Cl A (RKT) | 2.0 | $14M | +4% | 957k | 14.25 |
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| Robinhood Mkts Com Cl A (HOOD) | 2.0 | $14M | +39% | 195k | 69.30 |
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| Meta Platforms Cl A (META) | 1.9 | $13M | +14% | 23k | 572.13 |
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| Deere & Company (DE) | 1.9 | $13M | NEW | 23k | 563.30 |
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| Hldgs (UAL) | 1.9 | $13M | +3% | 141k | 92.07 |
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| Emcor (EME) | 1.7 | $12M | +7% | 16k | 738.31 |
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| Palantir Technologies Cl A (PLTR) | 1.7 | $12M | NEW | 81k | 146.28 |
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| Steel Dynamics (STLD) | 1.7 | $12M | +5% | 66k | 180.00 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.7 | $12M | +4% | 97k | 118.62 |
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| Intuitive Surgical Com New (ISRG) | 1.7 | $11M | 25k | 460.99 |
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| Lam Research Corp Com New (LRCX) | 1.6 | $11M | -30% | 52k | 213.66 |
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| Astera Labs (ALAB) | 1.6 | $11M | +4% | 100k | 109.60 |
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| Quanta Services (PWR) | 1.5 | $11M | -31% | 19k | 549.02 |
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| Arista Networks Com Shs (ANET) | 1.5 | $10M | +8% | 85k | 122.78 |
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| Applovin Corp Com Cl A (APP) | 1.5 | $10M | +41% | 26k | 398.00 |
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| Teradyne (TER) | 1.5 | $10M | NEW | 34k | 296.46 |
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| Reddit Cl A (RDDT) | 1.5 | $10M | +92% | 76k | 134.65 |
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| Micron Technology (MU) | 1.5 | $10M | +1246% | 30k | 337.84 |
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| Alnylam Pharmaceuticals (ALNY) | 1.5 | $10M | NEW | 30k | 330.87 |
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| Freeport Mcmoran CL B (FCX) | 1.4 | $9.6M | NEW | 163k | 58.78 |
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| EQT Corporation (EQT) | 1.4 | $9.5M | NEW | 150k | 63.64 |
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| Marvell Technology (MRVL) | 1.4 | $9.4M | NEW | 95k | 99.05 |
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| Constellation Energy (CEG) | 1.3 | $9.3M | +89% | 33k | 279.25 |
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| Cme (CME) | 1.3 | $8.8M | +460% | 30k | 295.35 |
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| Boeing Company (BA) | 1.1 | $7.2M | NEW | 36k | 199.03 |
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| Synopsys (SNPS) | 1.0 | $7.0M | NEW | 18k | 396.48 |
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| Wells Fargo & Company (WFC) | 0.7 | $5.1M | +1144% | 64k | 79.61 |
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| Ishares Tr Global Energ Etf (IXC) | 0.6 | $4.1M | +4% | 70k | 57.61 |
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| Caterpillar (CAT) | 0.6 | $3.9M | +89% | 5.5k | 708.46 |
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| Abbvie (ABBV) | 0.6 | $3.9M | +11% | 18k | 217.49 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $3.8M | +19% | 13k | 294.16 |
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| Johnson & Johnson (JNJ) | 0.5 | $3.8M | +8% | 15k | 244.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $3.4M | NEW | 5.7k | 597.54 |
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| Cisco Systems (CSCO) | 0.5 | $3.1M | +7% | 40k | 77.59 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $3.0M | +2% | 4.7k | 650.34 |
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| Cummins (CMI) | 0.4 | $3.0M | -19% | 5.5k | 538.02 |
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| Broadcom (AVGO) | 0.4 | $2.9M | -4% | 9.5k | 309.51 |
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| Merck & Co (MRK) | 0.4 | $2.6M | +7% | 22k | 120.29 |
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| International Business Machines (IBM) | 0.4 | $2.5M | -8% | 10k | 242.40 |
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| Williams Companies (WMB) | 0.4 | $2.5M | 34k | 72.78 |
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| Johnson Controls Internation SHS (JCI) | 0.4 | $2.5M | +6% | 19k | 130.95 |
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| Archer Daniels Midland Company (ADM) | 0.4 | $2.5M | +4% | 34k | 72.69 |
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| Gilead Sciences (GILD) | 0.4 | $2.4M | -27% | 18k | 139.37 |
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| Goldman Sachs (GS) | 0.4 | $2.4M | +6% | 2.9k | 845.99 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.4M | +3% | 4.2k | 577.18 |
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| Bank of America Corporation (BAC) | 0.3 | $2.4M | +8% | 49k | 48.75 |
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| Nextera Energy (NEE) | 0.3 | $2.4M | +141% | 25k | 92.88 |
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| Microchip Technology (MCHP) | 0.3 | $2.3M | +4% | 35k | 64.61 |
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| Zions Bancorporation (ZION) | 0.3 | $2.0M | +4% | 35k | 57.62 |
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| Home Depot (HD) | 0.3 | $2.0M | +6% | 6.0k | 328.89 |
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| Chubb (CB) | 0.3 | $1.9M | +4% | 5.8k | 325.93 |
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| UnitedHealth (UNH) | 0.3 | $1.9M | +3% | 6.9k | 270.59 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.8M | 6.4k | 286.86 |
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| Analog Devices (ADI) | 0.3 | $1.8M | +3% | 5.7k | 318.14 |
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| Tyson Foods Cl A (TSN) | 0.3 | $1.8M | +4% | 28k | 64.07 |
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| Nike CL B (NKE) | 0.3 | $1.8M | +4% | 34k | 52.82 |
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| General Dynamics Corporation (GD) | 0.3 | $1.7M | +4% | 5.1k | 343.22 |
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| SM Energy (SM) | 0.3 | $1.7M | NEW | 55k | 31.18 |
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| Corning Incorporated (GLW) | 0.3 | $1.7M | -33% | 13k | 135.97 |
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| Norfolk Southern (NSC) | 0.2 | $1.7M | +4% | 5.9k | 287.00 |
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| Kroger (KR) | 0.2 | $1.7M | +3% | 23k | 72.36 |
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| Nucor Corporation (NUE) | 0.2 | $1.6M | +4% | 9.3k | 169.10 |
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| First Solar (FSLR) | 0.2 | $1.6M | -86% | 8.0k | 197.26 |
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| Qualcomm (QCOM) | 0.2 | $1.5M | -75% | 12k | 128.78 |
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| Pepsi (PEP) | 0.2 | $1.5M | +282% | 9.6k | 155.29 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $1.5M | +49% | 51k | 28.71 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.5M | +5% | 24k | 60.65 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.4M | +3% | 2.3k | 604.39 |
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| McDonald's Corporation (MCD) | 0.2 | $1.4M | +62% | 4.5k | 310.79 |
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| Northern Trust Corporation (NTRS) | 0.2 | $1.4M | +32% | 9.9k | 139.57 |
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| Darden Restaurants (DRI) | 0.2 | $1.4M | +5% | 7.0k | 196.04 |
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| Millicom Intl Cellular S A Com Stk (TIGO) | 0.2 | $1.3M | -3% | 17k | 74.94 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.2M | +98% | 9.9k | 124.28 |
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| Texas Pacific Land Corp (TPL) | 0.2 | $1.2M | NEW | 2.6k | 474.56 |
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| Lennar Corp Cl A (LEN) | 0.2 | $1.2M | 14k | 86.84 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.2M | +13% | 6.2k | 192.90 |
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| Packaging Corporation of America (PKG) | 0.2 | $1.2M | +4% | 5.5k | 212.22 |
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| Everus Constr Group (ECG) | 0.2 | $1.1M | +2% | 9.7k | 118.06 |
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| Sterling Construction Company (STRL) | 0.2 | $1.1M | 2.8k | 407.27 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.2 | $1.1M | +53% | 28k | 40.83 |
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| MKS Instruments (MKSI) | 0.2 | $1.1M | NEW | 4.9k | 229.81 |
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| Evergy (EVRG) | 0.2 | $1.1M | +5% | 14k | 81.92 |
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| Vicor Corporation (VICR) | 0.2 | $1.1M | NEW | 6.8k | 161.00 |
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| Gigacloud Technology Class A Ord (GCT) | 0.2 | $1.1M | NEW | 24k | 45.38 |
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| Five Below (FIVE) | 0.2 | $1.1M | -21% | 4.7k | 228.48 |
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| Jabil Circuit (JBL) | 0.2 | $1.1M | -3% | 4.0k | 265.63 |
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| American Electric Power Company (AEP) | 0.2 | $1.0M | +6% | 8.0k | 131.08 |
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| Universal Insurance Holdings (UVE) | 0.1 | $1.0M | 30k | 34.16 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.0M | +186% | 2.6k | 390.41 |
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| Royalty Pharma Shs Class A (RPRX) | 0.1 | $1.0M | +4% | 21k | 47.97 |
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| Innovative Solutions & Support (ISSC) | 0.1 | $999k | NEW | 49k | 20.53 |
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| Alcoa (AA) | 0.1 | $993k | NEW | 15k | 66.33 |
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| Southwest Gas Corporation (SWX) | 0.1 | $986k | NEW | 11k | 86.90 |
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| Wec Energy Group (WEC) | 0.1 | $981k | +6% | 8.5k | 115.77 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $973k | NEW | 5.7k | 169.66 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $973k | +11% | 5.4k | 181.42 |
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| Mirum Pharmaceuticals (MIRM) | 0.1 | $966k | NEW | 11k | 92.38 |
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| Tutor Perini Corporation (TPC) | 0.1 | $963k | -6% | 13k | 77.19 |
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| Albemarle Corporation (ALB) | 0.1 | $959k | NEW | 5.3k | 179.53 |
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| Omni (OMC) | 0.1 | $952k | +6% | 13k | 75.31 |
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| Cirrus Logic (CRUS) | 0.1 | $934k | NEW | 6.5k | 144.62 |
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| United Fire & Casualty (UFCS) | 0.1 | $933k | NEW | 25k | 37.06 |
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| Gold Fields Sponsored Adr (GFI) | 0.1 | $924k | +4% | 20k | 45.40 |
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| Watts Water Technologies Cl A (WTS) | 0.1 | $921k | NEW | 3.2k | 290.29 |
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| Commscope Hldg (VISN) | 0.1 | $914k | +4% | 50k | 18.20 |
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| Aurinia Pharmaceuticals (AUPH) | 0.1 | $901k | NEW | 61k | 14.82 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.1 | $900k | NEW | 14k | 62.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $900k | +29% | 1.9k | 479.20 |
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| Advanced Energy Industries (AEIS) | 0.1 | $894k | NEW | 2.8k | 322.71 |
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| Incyte Corporation (INCY) | 0.1 | $891k | NEW | 9.5k | 94.12 |
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| National Vision Hldgs (EYE) | 0.1 | $889k | NEW | 34k | 25.90 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $887k | +23% | 12k | 76.35 |
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| Intuitive Machines Class A Com (LUNR) | 0.1 | $883k | NEW | 48k | 18.56 |
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| Allied Motion Technologies (ALNT) | 0.1 | $881k | NEW | 15k | 59.09 |
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| Blackrock (BLK) | 0.1 | $880k | +10% | 915.00 | 961.71 |
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| Alliance Data Systems Corporation (BFH) | 0.1 | $874k | NEW | 12k | 74.89 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $870k | +3% | 2.5k | 343.99 |
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| Powell Industries (POWL) | 0.1 | $867k | NEW | 1.6k | 541.08 |
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| Mercury General Corporation (MCY) | 0.1 | $866k | -5% | 9.8k | 88.15 |
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| Microsoft Corporation (MSFT) | 0.1 | $858k | +20% | 2.3k | 370.17 |
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| Applied Optoelectronics (AAOI) | 0.1 | $855k | NEW | 10k | 84.59 |
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| Aura Minerals Shs New (AUGO) | 0.1 | $841k | NEW | 10k | 81.60 |
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| Sanmina (SANM) | 0.1 | $840k | NEW | 6.5k | 129.64 |
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| Procter & Gamble Company (PG) | 0.1 | $838k | NEW | 5.8k | 144.44 |
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| Citi Trends (CTRN) | 0.1 | $817k | -21% | 19k | 43.32 |
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| Advanced Micro Devices (AMD) | 0.1 | $805k | -25% | 4.0k | 203.43 |
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| Ptc Therapeutics I (PTCT) | 0.1 | $803k | +43% | 12k | 68.13 |
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| Dillards Cl A (DDS) | 0.1 | $798k | NEW | 1.4k | 572.11 |
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| CBOE Holdings (CBOE) | 0.1 | $795k | 2.8k | 281.07 |
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| Terex Corporation (TEX) | 0.1 | $779k | NEW | 13k | 59.10 |
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| InterDigital (IDCC) | 0.1 | $776k | NEW | 2.6k | 302.00 |
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| Zim Integrated Shipping Serv SHS (ZIM) | 0.1 | $774k | 29k | 26.35 |
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| Sitime Corp (SITM) | 0.1 | $768k | NEW | 2.2k | 345.35 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $761k | +160% | 8.1k | 93.87 |
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| Illinois Tool Works (ITW) | 0.1 | $731k | NEW | 2.8k | 260.29 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $690k | 9.2k | 75.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $659k | +6% | 5.3k | 124.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $604k | 9.0k | 67.53 |
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| Rigel Pharmaceuticals (RIGL) | 0.1 | $578k | -4% | 21k | 27.04 |
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| Hf Sinclair Corp (DINO) | 0.1 | $553k | NEW | 8.9k | 62.39 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $492k | NEW | 5.6k | 87.84 |
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| Emerson Electric (EMR) | 0.1 | $483k | NEW | 3.7k | 131.02 |
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| Oracle Corporation (ORCL) | 0.1 | $481k | -6% | 3.3k | 147.11 |
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| Semtech Corporation (SMTC) | 0.1 | $459k | NEW | 6.0k | 76.89 |
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| Walt Disney Company (DIS) | 0.1 | $452k | +6% | 4.7k | 96.38 |
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| Astronics Corporation (ATRO) | 0.1 | $436k | NEW | 6.5k | 66.73 |
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| Centrus Energy Corp Cl A (LEU) | 0.1 | $422k | NEW | 2.4k | 173.59 |
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| Abbott Laboratories (ABT) | 0.1 | $411k | +14% | 4.0k | 102.67 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $402k | 14k | 29.08 |
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| Allegiant Travel Company (ALGT) | 0.1 | $379k | NEW | 4.7k | 81.04 |
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| Cryoport Com Par $0.001 (CYRX) | 0.1 | $373k | 45k | 8.28 |
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| Everpure Cl A (PSTG) | 0.1 | $360k | +37% | 6.1k | 59.04 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $320k | +13% | 3.4k | 93.98 |
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| Valero Energy Corporation (VLO) | 0.0 | $301k | -96% | 1.2k | 247.08 |
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| Honeywell International (HON) | 0.0 | $299k | +22% | 1.3k | 226.03 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $288k | -40% | 658.00 | 437.02 |
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| Verizon Communications (VZ) | 0.0 | $257k | NEW | 5.1k | 50.20 |
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| Yum! Brands (YUM) | 0.0 | $257k | 1.7k | 155.48 |
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| At&t (T) | 0.0 | $245k | NEW | 8.5k | 28.99 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $230k | 9.0k | 25.64 |
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| Pfizer (PFE) | 0.0 | $222k | NEW | 7.9k | 28.08 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $220k | 285.00 | 772.64 |
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| Ishares Tr Us Consum Discre (IYC) | 0.0 | $217k | 2.2k | 96.92 |
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| Newmont Mining Corporation (NEM) | 0.0 | $217k | -23% | 2.0k | 108.25 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $213k | NEW | 1.8k | 118.51 |
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| Palo Alto Networks (PANW) | 0.0 | $209k | NEW | 1.3k | 160.32 |
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| Colgate-Palmolive Company (CL) | 0.0 | $208k | NEW | 2.4k | 85.23 |
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| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $208k | NEW | 3.0k | 68.91 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $200k | +10% | 4.1k | 49.37 |
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Past Filings by Sierra Summit Advisors
SEC 13F filings are viewable for Sierra Summit Advisors going back to 2023
- Sierra Summit Advisors 2026 Q1 filed April 27, 2026
- Sierra Summit Advisors 2025 Q4 filed Feb. 6, 2026
- Sierra Summit Advisors 2025 Q3 filed Nov. 12, 2025
- Sierra Summit Advisors 2025 Q2 filed Aug. 12, 2025
- Sierra Summit Advisors 2025 Q1 filed May 12, 2025
- Sierra Summit Advisors 2024 Q4 filed Feb. 13, 2025
- Sierra Summit Advisors 2024 Q3 filed Nov. 13, 2024
- Sierra Summit Advisors 2024 Q2 filed Aug. 9, 2024
- Sierra Summit Advisors 2024 Q1 filed May 9, 2024
- Sierra Summit Advisors 2023 Q4 filed Feb. 22, 2024