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Latest SIERRA SUMMIT ADVISORS LLC Stock Portfolio

$895Million | No. of Holdings #185

SIERRA SUMMIT ADVISORS LLC Performance

2026 Q2+23.97%
YTD+18.70%
2025+27.45%

About SIERRA SUMMIT ADVISORS LLC and 13F Hedge Fund Stock Holdings

On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, SIERRA SUMMIT ADVISORS LLC reported an equity portfolio of $895.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of SIERRA SUMMIT ADVISORS LLC are NVDA, , MU. The fund has invested 5.1% of it's portfolio in NVIDIA CORPORATION and 5% of portfolio in ASTERA LABS INC. <br><br> The fund managers got completely rid off ROCKET COS INC (RKT), UNITED AIRLS HLDGS INC (UAL) and EMCOR GROUP INC (EME) stocks. They significantly reduced their stock positions in DEERE & CO (DE), CME GROUP INC (CME) and CORNING INC (GLW). SIERRA SUMMIT ADVISORS LLC opened new stock positions in SOFI TECHNOLOGIES INC (SOFI), ENTEGRIS INC (ENTG) and SYMBOTIC INC (SYM). The fund showed a lot of confidence in some stocks as they added substantially to REGENERON PHARMACEUTICALS (REGN), EVERPURE INC (PSTG) and DISNEY WALT CO (DIS).
SIERRA SUMMIT ADVISORS LLC Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$895Million
  as of Jul 20, 2026

SIERRA SUMMIT ADVISORS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that SIERRA SUMMIT ADVISORS LLC made a return of 23.97% in the last quarter. In trailing 12 months, it's portfolio return was 38.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
sofi technologies inc16,051,900
entegris inc14,972,600
symbotic inc11,645,600
space exploration techn corp6,227,850
mp materials corp5,586,550
agilon health inc3,337,910
oscar health inc1,849,640
ichor holdings1,846,440
New stocks bought by SIERRA SUMMIT ADVISORS LLC

Additions

Ticker% Inc.
regeneron pharmaceuticals5,050
everpure inc2,738
disney walt co2,594
vanguard index fds310
synopsys inc72.83
shopify inc55.39
rigel pharmaceuticals inc49.25
zim integrated shipping serv42.75
Additions to existing portfolio by SIERRA SUMMIT ADVISORS LLC

Reductions

Ticker% Reduced
deere & co-91.64
cme group inc-84.54
corning inc-77.87
vanguard index fds-73.25
first solar inc-64.41
wells fargo & co-49.01
intuitive surgical inc-46.75
gilead sciences inc-39.85
SIERRA SUMMIT ADVISORS LLC reduced stake in above stock

Sold off

Ticker$ Sold
rocket cos inc-13,629,900
eqt corp-9,540,340
united airls hldgs inc-13,010,400
palantir technologies inc-11,862,100
aurinia pharmaceuticals inc-901,249
vistance networks inc-914,150
innovative solutions & suppo-999,237
intuitive machines inc-882,733
SIERRA SUMMIT ADVISORS LLC got rid off the above stocks

Sector Distribution

SIERRA SUMMIT ADVISORS LLC has about 36.8% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Healthcare
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Basic Materials
  • Energy
  • Consumer Defensive
Sector%
Technology36.8
Others16.1
Industrials9.3
Healthcare9.2
Financial Services7.2
Communication Services6.9
Consumer Cyclical6.7
Basic Materials3.9
Energy1.7
Consumer Defensive1.3

Market Cap. Distribution

SIERRA SUMMIT ADVISORS LLC has about 78.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
Category%
LARGE-CAP41.4
MEGA-CAP37.2
UNALLOCATED16.1
MID-CAP2.4
SMALL-CAP2.4

Stocks belong to which Index?

About 61.8% of the stocks held by SIERRA SUMMIT ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50057.9
Others38.3
RUSSELL 20003.9
Top 5 Winners (%)%
astera labs inc
327.8 %
MU
micron technology inc
233.9 %
MRVL
marvell technology inc
195.3 %
AMD
advanced micro devices inc
184.8 %
CRDO
credo technology group holdi
183.6 %
Top 5 Winners ($)$
astera labs inc
36.0 M
MU
micron technology inc
24.7 M
MRVL
marvell technology inc
19.1 M
LRCX
lam research corp
11.5 M
HOOD
robinhood mkts inc
6.9 M
Top 5 Losers (%)%
VB
vanguard index fds
-71.7 %
ALB
albemarle corp
-24.5 %
KR
kroger co
-23.1 %
FIVE
five below inc
-20.8 %
XOM
exxon mobil corp
-18.4 %
Top 5 Losers ($)$
CVX
chevron corporation
-2.5 M
CME
cme group inc
-1.3 M
ISRG
intuitive surgical inc
-1.2 M
REGN
regeneron pharmaceuticals
-1.1 M
ALNY
alnylam pharmaceuticals inc
-1.1 M

SIERRA SUMMIT ADVISORS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SIERRA SUMMIT ADVISORS LLC

SIERRA SUMMIT ADVISORS LLC has 185 stocks in it's portfolio. About 34.8% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. was the most profitable stock for SIERRA SUMMIT ADVISORS LLC last quarter.

$895.43MTotal Value
244Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of SIERRA SUMMIT ADVISORS LLC, last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGT
Ishares Tr

Ishares Tr

AGT
SIERRA SUMMIT ADVISORS LLC's holding in Ishares Tr over time
0.12%11,815
$1.08M
0.12%
increased 1.76 percentadded