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