Latest SIERRA SUMMIT ADVISORS LLC Stock Portfolio

SIERRA SUMMIT ADVISORS LLC Performance:

2026 Q1: -4.25%YTD: -4.25%2025: 27.45%

Performance for 2026 Q1 is -4.25%, and YTD is -4.25%, and 2025 is 27.45%.

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

On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, SIERRA SUMMIT ADVISORS LLC reported an equity portfolio of $688.1 Millions as of 31 Mar, 2026.

The top stock holdings of SIERRA SUMMIT ADVISORS LLC are NVDA, AAPL, GOOG. The fund has invested 5.8% of it's portfolio in NVIDIA CORPORATION and 4.1% of portfolio in APPLE INC.

The fund managers got completely rid off SNOWFLAKE INC (SNOW), SPOTIFY TECHNOLOGY S A (SPOT) and NOVO-NORDISK A S (NVO) stocks. They significantly reduced their stock positions in VALERO ENERGY CORP (VLO), FIRST SOLAR INC (FSLR) and QUALCOMM INC (QCOM). SIERRA SUMMIT ADVISORS LLC opened new stock positions in LUMENTUM HLDGS INC (LITE), DEERE & CO (DE) and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to CHEVRON CORPORATION (CVX), MICRON TECHNOLOGY INC (MU) and WELLS FARGO & CO (WFC).

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

Our best estimate is that SIERRA SUMMIT ADVISORS LLC made a return of -4.25% in the last quarter. In trailing 12 months, it's portfolio return was 29.75%.

Performance
S&P 500

New Buys

Ticker	$ Bought
lumentum hldgs inc	17,953,400
deere & co	13,097,900
palantir technologies inc	11,862,100
teradyne inc	10,183,400
alnylam pharmaceuticals inc	10,024,700
freeport mcmoran inc	9,557,450
eqt corp	9,540,340
marvell technology inc	9,402,320

New stocks bought by SIERRA SUMMIT ADVISORS LLC

Additions

Ticker	% Inc.
chevron corporation	3,344
micron technology inc	1,246
wells fargo & co	1,144
cme group inc	460
pepsico inc	282
crowdstrike hldgs inc	186
credo technology group holdi	160
nextera energy inc	141

Additions to existing portfolio by SIERRA SUMMIT ADVISORS LLC

Reductions

Ticker	% Reduced
valero energy corp	-96.65
first solar inc	-86.55
qualcomm inc	-75.99
ge vernova inc	-43.4
vanguard index fds	-40.13
corning inc	-33.32
quanta svcs inc	-31.5
lam research corp	-30.00

SIERRA SUMMIT ADVISORS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
novo-nordisk a s	-10,629,100
netflix inc	-9,330,250
expand energy corporation	-8,523,100
theravance biopharma inc	-1,110,830
dollar gen corp new	-7,557,000
d r horton inc	-7,995,830
snowflake inc	-12,168,600
coeur mng inc	-928,694

SIERRA SUMMIT ADVISORS LLC got rid off the above stocks

Sector Distribution

SIERRA SUMMIT ADVISORS LLC has about 30.6% of it's holdings in Technology sector.

Sector	%
Technology	30.6
Industrials	14.1
Others	11.8
Financial Services	9.1
Healthcare	9
Consumer Cyclical	7.2
Communication Services	6.2
Energy	4.6
Basic Materials	3.7
Utilities	2.3
Consumer Defensive	1.4

Market Cap. Distribution

SIERRA SUMMIT ADVISORS LLC has about 84.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	44
MEGA-CAP	40.4
UNALLOCATED	11.7
MID-CAP	3

Stocks belong to which Index?

About 70.1% of the stocks held by SIERRA SUMMIT ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	66.4
Others	29.9
RUSSELL 2000	3.7

Top 5 Winners (%)		%
VRT	vertiv holdings co	47.0 %
GLW	corning inc	46.1 %
	everus constr group	37.3 %
IJR	ishares tr	36.3 %
TIGO	millicom intl cellular s a	34.5 %

Top 5 Winners ($)		$
VRT	vertiv holdings co	7.0 M
	ge vernova inc	5.5 M
PWR	quanta svcs inc	3.0 M
LRCX	lam research corp	2.7 M
CVX	chevron corporation	2.2 M

Top 5 Losers (%)		%
APP	applovin corp	-37.2 %
RIGL	rigel pharmaceuticals inc	-36.0 %
HOOD	robinhood mkts inc	-35.2 %
	reddit inc	-34.9 %
	astera labs inc	-33.6 %

Top 5 Losers ($)		$
HOOD	robinhood mkts inc	-7.3 M
APP	applovin corp	-6.2 M
	astera labs inc	-5.6 M
	reddit inc	-5.5 M
RKT	rocket cos inc	-4.8 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 180 stocks in it's portfolio. About 31.1% of the portfolio is in top 10 stocks. HOOD proved to be the most loss making stock for the portfolio. VRT was the most profitable stock for SIERRA SUMMIT ADVISORS LLC last quarter.

Last Reported on: 27 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.14	14,965	992,629	new

AAOI	applied optoelectronics inc	0.12	10,102	854,529	new

AAPL	apple inc	4.11	111,560	28,312,700	added	13.74

ABBV	abbvie inc	0.56	17,755	3,861,540	added	11.53

ABT	abbott laboratories	0.06	4,002	410,886	added	14.34

ACIO	etf ser solutions	0.00	0.00	0.00	sold off	-100

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.26	5,698	1,812,760	added	3.83

ADM	archer daniels midland co	0.36	33,993	2,470,950	added	4.71

AEIS	advanced energy inds	0.13	2,771	894,230	new

AEP	american elec pwr co inc	0.15	7,985	1,046,670	added	6.18

AFL	aflac inc	0.00	0.00	0.00	sold off	-100

AFTY	pacer fds tr	0.00	0.00	0.00	sold off	-100

AGT	ishares tr	0.13	11,611	886,500	added	23.5

AGX	argan inc	0.00	0.00	0.00	sold off	-100

ALB	albemarle corp	0.14	5,340	958,691	new

ALGT	allegiant travel co	0.06	4,672	378,619	new

ALNY	alnylam pharmaceuticals inc	1.46	30,298	10,024,700	new

AMD	advanced micro devices inc	0.12	3,958	805,176	reduced	-25.01

AMOT	allient inc	0.13	14,914	881,269	new