Sierra Summit Advisors as of Dec. 31, 2025
Portfolio Holdings for Sierra Summit Advisors
Sierra Summit Advisors holds 171 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.4 | $42M | 224k | 186.50 | |
| Apple (AAPL) | 4.1 | $27M | 98k | 271.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $26M | 83k | 313.00 | |
| Tesla Motors (TSLA) | 3.4 | $22M | 49k | 449.72 | |
| Ge Vernova (GEV) | 3.2 | $21M | 32k | 653.57 | |
| Citigroup Com New (C) | 3.2 | $21M | 179k | 116.69 | |
| Rocket Cos Com Cl A (RKT) | 2.7 | $18M | 916k | 19.36 | |
| Eli Lilly & Co. (LLY) | 2.6 | $17M | 16k | 1074.68 | |
| Astera Labs (ALAB) | 2.4 | $16M | 96k | 166.36 | |
| Robinhood Mkts Com Cl A (HOOD) | 2.4 | $16M | 140k | 113.10 | |
| First Solar (FSLR) | 2.4 | $16M | 59k | 261.23 | |
| Hldgs (UAL) | 2.3 | $15M | 137k | 111.82 | |
| Amazon (AMZN) | 2.3 | $15M | 65k | 230.82 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.3 | $15M | 93k | 160.97 | |
| Vertiv Holdings Com Cl A (VRT) | 2.3 | $15M | 92k | 162.01 | |
| Intuitive Surgical Com New (ISRG) | 2.1 | $14M | 25k | 566.36 | |
| Meta Platforms Cl A (META) | 2.0 | $13M | 20k | 660.09 | |
| Lam Research Corp Com New (LRCX) | 1.9 | $13M | 74k | 171.18 | |
| Applovin Corp Com Cl A (APP) | 1.9 | $13M | 19k | 673.82 | |
| Snowflake Com Shs (SNOW) | 1.9 | $12M | 56k | 219.36 | |
| Quanta Services (PWR) | 1.8 | $12M | 28k | 422.06 | |
| Spotify Technology S A SHS (SPOT) | 1.7 | $11M | 19k | 580.71 | |
| Novo-nordisk A S Adr (NVO) | 1.6 | $11M | 209k | 50.88 | |
| Steel Dynamics (STLD) | 1.6 | $11M | 62k | 169.45 | |
| Arista Networks Com Shs (ANET) | 1.6 | $10M | 78k | 131.03 | |
| Netflix (NFLX) | 1.4 | $9.3M | 100k | 93.76 | |
| Emcor (EME) | 1.4 | $9.3M | 15k | 611.79 | |
| Reddit Cl A (RDDT) | 1.4 | $9.0M | 39k | 229.87 | |
| MercadoLibre (MELI) | 1.3 | $8.6M | 4.3k | 2014.26 | |
| Chesapeake Energy Corp (EXE) | 1.3 | $8.5M | 77k | 110.36 | |
| Qualcomm (QCOM) | 1.3 | $8.4M | 49k | 171.05 | |
| D.R. Horton (DHI) | 1.2 | $8.0M | 56k | 144.03 | |
| Dollar General (DG) | 1.2 | $7.6M | 57k | 132.77 | |
| Constellation Energy (CEG) | 0.9 | $6.2M | 18k | 353.27 | |
| Valero Energy Corporation (VLO) | 0.9 | $5.9M | 36k | 162.79 | |
| Abbvie (ABBV) | 0.6 | $3.6M | 16k | 228.49 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $3.5M | 11k | 322.22 | |
| Cummins (CMI) | 0.5 | $3.5M | 6.8k | 510.45 | |
| Broadcom (AVGO) | 0.5 | $3.5M | 10k | 346.10 | |
| International Business Machines (IBM) | 0.5 | $3.4M | 11k | 296.22 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $3.1M | 4.6k | 681.92 | |
| Gilead Sciences (GILD) | 0.5 | $3.0M | 24k | 122.74 | |
| Johnson & Johnson (JNJ) | 0.5 | $2.9M | 14k | 206.95 | |
| Cisco Systems (CSCO) | 0.4 | $2.9M | 37k | 77.03 | |
| Ishares Tr Global Energ Etf (IXC) | 0.4 | $2.8M | 67k | 41.93 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.5M | 4.0k | 614.31 | |
| Bank of America Corporation (BAC) | 0.4 | $2.5M | 45k | 55.00 | |
| Goldman Sachs (GS) | 0.4 | $2.4M | 2.7k | 879.00 | |
| UnitedHealth (UNH) | 0.3 | $2.2M | 6.7k | 330.11 | |
| Johnson Ctls Intl SHS (JCI) | 0.3 | $2.2M | 18k | 119.75 | |
| Microchip Technology (MCHP) | 0.3 | $2.1M | 34k | 63.72 | |
| Merck & Co (MRK) | 0.3 | $2.1M | 20k | 105.26 | |
| Nike CL B (NKE) | 0.3 | $2.0M | 32k | 63.71 | |
| Williams Companies (WMB) | 0.3 | $2.0M | 34k | 60.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.0M | 6.4k | 313.80 | |
| Zions Bancorporation (ZION) | 0.3 | $2.0M | 34k | 58.54 | |
| Home Depot (HD) | 0.3 | $1.9M | 5.7k | 344.10 | |
| Archer Daniels Midland Company (ADM) | 0.3 | $1.9M | 33k | 57.49 | |
| Chubb (CB) | 0.3 | $1.7M | 5.5k | 312.12 | |
| Caterpillar (CAT) | 0.3 | $1.7M | 2.9k | 572.87 | |
| Corning Incorporated (GLW) | 0.3 | $1.7M | 19k | 87.56 | |
| General Dynamics Corporation (GD) | 0.3 | $1.6M | 4.8k | 336.66 | |
| Norfolk Southern (NSC) | 0.2 | $1.6M | 5.6k | 288.72 | |
| Tyson Foods Cl A (TSN) | 0.2 | $1.6M | 27k | 58.62 | |
| Analog Devices (ADI) | 0.2 | $1.5M | 5.5k | 271.20 | |
| Lennar Corp Cl A (LEN) | 0.2 | $1.5M | 14k | 102.80 | |
| Nucor Corporation (NUE) | 0.2 | $1.5M | 8.9k | 163.11 | |
| Cme (CME) | 0.2 | $1.4M | 5.3k | 273.08 | |
| Kroger (KR) | 0.2 | $1.4M | 22k | 62.48 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | 23k | 53.94 | |
| Darden Restaurants (DRI) | 0.2 | $1.2M | 6.6k | 184.02 | |
| Advanced Micro Devices (AMD) | 0.2 | $1.1M | 5.3k | 214.16 | |
| Tapestry (TPR) | 0.2 | $1.1M | 8.8k | 127.77 | |
| Five Below (FIVE) | 0.2 | $1.1M | 5.9k | 188.36 | |
| Theravance Biopharma (TBPH) | 0.2 | $1.1M | 59k | 18.71 | |
| Packaging Corporation of America (PKG) | 0.2 | $1.1M | 5.3k | 206.23 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $1.1M | 2.3k | 483.67 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.0M | 34k | 29.89 | |
| Northern Trust Corporation (NTRS) | 0.2 | $1.0M | 7.5k | 136.59 | |
| Servicetitan Shs Cl A (TTAN) | 0.2 | $1.0M | 9.6k | 106.50 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $1.0M | 5.5k | 183.40 | |
| Universal Insurance Holdings (UVE) | 0.2 | $1.0M | 30k | 33.80 | |
| Citi Trends (CTRN) | 0.2 | $994k | 24k | 41.56 | |
| Mueller Industries (MLI) | 0.2 | $990k | 8.6k | 114.80 | |
| UGI Corporation (UGI) | 0.2 | $990k | 26k | 37.43 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $984k | 1.6k | 605.01 | |
| Turning Pt Brands (TPB) | 0.2 | $981k | 9.1k | 108.40 | |
| Laureate Education Common Stock (LAUR) | 0.2 | $980k | 29k | 33.67 | |
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.2 | $979k | 18k | 55.44 | |
| Mercury General Corporation (MCY) | 0.1 | $976k | 10k | 94.06 | |
| Rev | 0.1 | $975k | 16k | 60.81 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $961k | 4.8k | 199.68 | |
| Omni (OMC) | 0.1 | $961k | 12k | 80.75 | |
| Strattec Security (STRT) | 0.1 | $960k | 13k | 76.14 | |
| Rigel Pharmaceuticals (RIGL) | 0.1 | $959k | 22k | 42.83 | |
| Technipfmc (FTI) | 0.1 | $944k | 21k | 44.56 | |
| Jabil Circuit (JBL) | 0.1 | $939k | 4.1k | 228.02 | |
| Microsoft Corporation (MSFT) | 0.1 | $931k | 1.9k | 483.62 | |
| Coeur Mng Com New (CDE) | 0.1 | $929k | 52k | 17.83 | |
| Evergy (EVRG) | 0.1 | $925k | 13k | 72.49 | |
| Rubrik Cl A (RBRK) | 0.1 | $922k | 12k | 76.48 | |
| Medpace Hldgs (MEDP) | 0.1 | $919k | 1.6k | 561.65 | |
| KAR Auction Services (OPLN) | 0.1 | $909k | 31k | 29.78 | |
| Argan (AGX) | 0.1 | $905k | 2.9k | 313.32 | |
| Tutor Perini Corporation (TPC) | 0.1 | $896k | 13k | 67.02 | |
| Blackrock (BLK) | 0.1 | $887k | 829.00 | 1070.34 | |
| Ibex Shs New (IBEX) | 0.1 | $880k | 23k | 38.18 | |
| Evercore Class A (EVR) | 0.1 | $878k | 2.6k | 340.25 | |
| Esquire Financial Holdings (ESQ) | 0.1 | $877k | 8.6k | 102.07 | |
| Moelis & Co Cl A (MC) | 0.1 | $872k | 13k | 68.74 | |
| Commscope Hldg | 0.1 | $870k | 48k | 18.13 | |
| American Electric Power Company (AEP) | 0.1 | $867k | 7.5k | 115.31 | |
| Ralph Lauren Corp Cl A (RL) | 0.1 | $865k | 2.4k | 353.61 | |
| Topbuild (BLD) | 0.1 | $863k | 2.1k | 417.19 | |
| Tenet Healthcare Corp Com New (THC) | 0.1 | $859k | 4.3k | 198.72 | |
| Howard Hughes Holdings (HHH) | 0.1 | $856k | 11k | 79.77 | |
| Gold Fields Sponsored Adr (GFI) | 0.1 | $848k | 19k | 43.66 | |
| Nextera Energy (NEE) | 0.1 | $846k | 11k | 80.28 | |
| Halozyme Therapeutics (HALO) | 0.1 | $844k | 13k | 67.30 | |
| Sterling Construction Company (STRL) | 0.1 | $844k | 2.8k | 306.23 | |
| McDonald's Corporation (MCD) | 0.1 | $842k | 2.8k | 305.63 | |
| Wec Energy Group (WEC) | 0.1 | $841k | 8.0k | 105.46 | |
| Kimball Electronics (KE) | 0.1 | $841k | 30k | 27.82 | |
| Etf Ser Solutions Distillate Us (DSTL) | 0.1 | $808k | 14k | 58.90 | |
| Everus Constr Group (ECG) | 0.1 | $808k | 9.4k | 85.56 | |
| Buckle (BKE) | 0.1 | $799k | 15k | 53.42 | |
| Royalty Pharma Shs Class A (RPRX) | 0.1 | $782k | 20k | 38.64 | |
| Logitech Intl S A SHS (LOGI) | 0.1 | $744k | 7.4k | 100.22 | |
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $734k | 18k | 40.35 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $728k | 1.4k | 502.65 | |
| CBOE Holdings (CBOE) | 0.1 | $710k | 2.8k | 251.00 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $705k | 9.4k | 74.94 | |
| Dave Class A Com New (DAVE) | 0.1 | $700k | 3.2k | 221.41 | |
| Oracle Corporation (ORCL) | 0.1 | $683k | 3.5k | 194.91 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $679k | 9.2k | 73.56 | |
| Hci (HCI) | 0.1 | $669k | 3.5k | 191.69 | |
| Micron Technology (MU) | 0.1 | $636k | 2.2k | 285.41 | |
| Ptc Therapeutics I (PTCT) | 0.1 | $624k | 8.2k | 75.96 | |
| Zim Integrated Shipping Serv SHS (ZIM) | 0.1 | $618k | 29k | 21.23 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $604k | 5.2k | 117.21 | |
| Emergent BioSolutions (EBS) | 0.1 | $599k | 49k | 12.36 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $596k | 5.0k | 120.18 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $591k | 9.0k | 66.00 | |
| Amer Sports Com Shs (AS) | 0.1 | $566k | 15k | 37.35 | |
| Wal-Mart Stores (WMT) | 0.1 | $557k | 5.0k | 111.41 | |
| AFLAC Incorporated (AFL) | 0.1 | $551k | 5.0k | 110.27 | |
| Par Pac Holdings Com New (PARR) | 0.1 | $540k | 15k | 35.14 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $536k | 1.1k | 487.75 | |
| Walt Disney Company (DIS) | 0.1 | $503k | 4.4k | 113.76 | |
| Wells Fargo & Company (WFC) | 0.1 | $480k | 5.1k | 93.20 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $448k | 3.1k | 143.89 | |
| Abbott Laboratories (ABT) | 0.1 | $439k | 3.5k | 125.29 | |
| Cryoport Com Par $0.001 (CYRX) | 0.1 | $433k | 45k | 9.60 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $427k | 910.00 | 468.76 | |
| salesforce (CRM) | 0.1 | $420k | 1.6k | 264.91 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $394k | 14k | 28.48 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $390k | 6.5k | 60.17 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $388k | 1.2k | 335.27 | |
| Pepsi (PEP) | 0.1 | $360k | 2.5k | 143.52 | |
| Chevron Corporation (CVX) | 0.1 | $341k | 2.2k | 152.38 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $300k | 3.0k | 99.91 | |
| Pure Storage Cl A (PSTG) | 0.0 | $296k | 4.4k | 67.01 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $262k | 975.00 | 268.30 | |
| Newmont Mining Corporation (NEM) | 0.0 | $260k | 2.6k | 99.85 | |
| Yum! Brands (YUM) | 0.0 | $250k | 1.7k | 151.28 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $241k | 9.0k | 26.91 | |
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $231k | 2.2k | 103.13 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $220k | 285.00 | 771.87 | |
| Honeywell International (HON) | 0.0 | $211k | 1.1k | 195.09 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $201k | 508.00 | 396.31 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $201k | 3.7k | 54.77 |
