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Sierra Summit Advisors Llc

Portfolio Manager
Sierra Summit Advisors Llc
Performance
-11.34% (2026 Q1)
AUM (13F)
$688.12M
# of Holdings
180
Performance Rank
Allocation (Top 20)
49.95%

Sierra Summit Advisors Llc Holdings Map

Top 50 Sierra Summit Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
5.79%228.3K$39.8M
+1.92%(+4.31K)
2025-Q1: 218.7K shares2025-Q2: 218.2K shares2025-Q3: 217.8K shares2025-Q4: 224.0K shares2026-Q1: 228.3K shares
$63.65(+254.83%)
2026-03-31
AAPL
APPLE INC
4.11%111.6K$28.3M
+13.74%(+13.48K)
2025-Q1: 111.3K shares2025-Q2: 112.6K shares2025-Q3: 108.0K shares2025-Q4: 98.1K shares2026-Q1: 111.6K shares
$194.60(+53.58%)
2026-03-31
GOOGL
ALPHABET INC
3.59%85.8K$24.7M
+4.09%(+3.37K)
2025-Q1: 100.9K shares2025-Q2: 99.5K shares2025-Q3: 83.2K shares2025-Q4: 82.5K shares2026-Q1: 85.8K shares
$151.97(+164.93%)
2026-03-31
TSLA
TESLA INC
2.87%53.1K$19.7M
+8.76%(+4.28K)
2025-Q1: 47.3K shares2025-Q2: 52.1K shares2025-Q3: 49.6K shares2025-Q4: 48.8K shares2026-Q1: 53.1K shares
$282.80(+57.45%)
2026-03-31
LITE
LUMENTUM HLDGS INC
2.61%25.5K$18.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 25.5K shares
$535.68(+92.35%)
2026-03-31
LLY
ELI LILLY & CO
2.58%19.3K$17.7M
+24.06%(+3.74K)
2025-Q1: 11.6K shares2025-Q2: 16.2K shares2025-Q3: 17.9K shares2025-Q4: 15.6K shares2026-Q1: 19.3K shares
$760.97(+33.48%)
2026-03-31
C
CITIGROUP INC
2.45%148.8K$16.9M
-16.92%(-30.30K)
2025-Q1: 166.0K shares2025-Q2: 177.8K shares2025-Q3: 177.1K shares2025-Q4: 179.1K shares2026-Q1: 148.8K shares
$67.35(+84.27%)
2026-03-31
VRT
VERTIV HOLDINGS CO
2.4%66.0K$16.5M
-28.25%(-25.97K)
2025-Q1: 90.4K shares2025-Q2: 87.8K shares2025-Q3: 91.6K shares2025-Q4: 91.9K shares2026-Q1: 66.0K shares
$97.75(+278.52%)
2026-03-31
AMZN
AMAZON COM INC
2.4%79.3K$16.5M
+21.87%(+14.23K)
2025-Q1: 77.9K shares2025-Q2: 75.5K shares2025-Q3: 64.8K shares2025-Q4: 65.1K shares2026-Q1: 79.3K shares
$160.24(+68.58%)
2026-03-31
GEV
GE VERNOVA INC
2.32%18.3K$16.0M
-43.40%(-14.03K)
2025-Q1: 25.9K shares2025-Q2: 30.6K shares2025-Q3: 32.0K shares2025-Q4: 32.3K shares2026-Q1: 18.3K shares
$215.27(+393.60%)
2026-03-31

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