Sierra Summit Advisors Llc Portfolio Stock Holdings
Sierra Summit Advisors Llc disclosed 180 stock positions valued at approximately $688.1 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 180
- Portfolio Value
- $688.1M
Holdings by Sector
Sierra Summit Advisors Llc Portfolio Holdings in Q1 2026
177 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 5.79% | 228,269 | +4,310 | +1.92% | $39,810,114 |
| APPLE INC | AAPL | Technology | 4.11% | 111,560 | +13,479 | +13.74% | $28,312,702 |
| ALPHABET INC | GOOGL | Communication Services | 3.59% | 85,828 | +3,373 | +4.09% | $24,680,700 |
| TESLA INC | TSLA | Consumer Cyclical | 2.87% | 53,123 | +4,278 | +8.76% | $19,748,476 |
| LUMENTUM HLDGS INC | LITE | Technology | 2.61% | 25,547 | +25,547 | +100.00% | $17,953,410 |
| ELI LILLY & CO | LLY | Healthcare | 2.58% | 19,293 | +3,742 | +24.06% | $17,745,123 |
| CITIGROUP INC | C | Financial Services | 2.45% | 148,800 | -30,300 | -16.92% | $16,875,408 |
| VERTIV HOLDINGS CO | VRT | Industrials | 2.40% | 65,960 | -25,972 | -28.25% | $16,528,257 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.40% | 79,338 | +14,235 | +21.87% | $16,523,726 |
| GE VERNOVA INC | GEV | Utilities | 2.32% | 18,290 | -14,027 | -43.40% | $15,965,341 |
| CHEVRON CORPORATION | CVX | Energy | 2.32% | 77,124 | +74,885 | +3344.57% | $15,956,953 |
| ROCKET COS INC | RKT | Financial Services | 1.98% | 956,485 | +40,910 | +4.47% | $13,629,912 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 1.97% | 195,255 | +55,361 | +39.57% | $13,531,172 |
| META PLATFORMS INC | META | Communication Services | 1.91% | 23,026 | +2,900 | +14.41% | $13,173,866 |
| DEERE & CO | DE | Industrials | 1.90% | 23,252 | +23,252 | +100.00% | $13,097,852 |
| UNITED AIRLS HLDGS INC | UAL | Industrials | 1.89% | 141,310 | +4,349 | +3.18% | $13,010,412 |
| EMCOR GROUP INC | EME | Industrials | 1.75% | 16,264 | +1,106 | +7.30% | $12,007,874 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.72% | 81,092 | +81,092 | +100.00% | $11,862,138 |
| STEEL DYNAMICS INC | STLD | Basic Materials | 1.72% | 65,894 | +3,560 | +5.71% | $11,860,920 |
| SHOPIFY INC | SHOP | Technology | 1.67% | 97,102 | +3,767 | +4.04% | $11,518,240 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.65% | 24,695 | +244 | +1.00% | $11,384,149 |
| LAM RESEARCH CORP | LRCX | Other | 1.61% | 51,715 | -22,165 | -30.00% | $11,049,427 |
| ASTERA LABS INC | ALAB | Technology | 1.60% | 100,229 | +4,636 | +4.85% | $10,985,099 |
| QUANTA SVCS INC | PWR | Industrials | 1.53% | 19,170 | -8,817 | -31.50% | $10,524,714 |
| ARISTA NETWORKS INC | ANET | Other | 1.52% | 84,971 | +6,758 | +8.64% | $10,432,740 |
| APPLOVIN CORP | APP | Technology | 1.51% | 26,162 | +7,676 | +41.52% | $10,412,476 |
| TERADYNE INC | TER | Technology | 1.48% | 34,350 | +34,350 | +100.00% | $10,183,401 |
| REDDIT INC | RDDT | Communication Services | 1.48% | 75,536 | +36,371 | +92.87% | $10,170,923 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.47% | 29,995 | +27,767 | +1246.27% | $10,133,511 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 1.46% | 30,298 | +30,298 | +100.00% | $10,024,700 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 1.39% | 162,597 | +162,597 | +100.00% | $9,557,452 |
| EQT CORP | EQT | Energy | 1.39% | 149,911 | +149,911 | +100.00% | $9,540,337 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.37% | 94,925 | +94,925 | +100.00% | $9,402,322 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 1.35% | 33,248 | +15,740 | +89.90% | $9,284,504 |
| CME GROUP INC | CME | Financial Services | 1.28% | 29,715 | +24,418 | +460.98% | $8,776,326 |
| BOEING CO | BA | Industrials | 1.05% | 36,321 | +36,321 | +100.00% | $7,228,969 |
| SYNOPSYS INC | SNPS | Technology | 1.02% | 17,629 | +17,629 | +100.00% | $6,989,546 |
| WELLS FARGO & CO | WFC | Financial Services | 0.74% | 64,059 | +58,911 | +1144.35% | $5,099,737 |
| ISHARES TR | IXC | Other | 0.59% | 70,360 | +3,086 | +4.59% | $4,053,440 |
| CATERPILLAR INC | CAT | Industrials | 0.57% | 5,547 | +2,620 | +89.51% | $3,929,828 |
| ABBVIE INC | ABBV | Healthcare | 0.56% | 17,755 | +1,835 | +11.53% | $3,861,535 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.55% | 12,957 | +2,119 | +19.55% | $3,811,432 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.55% | 15,359 | +1,166 | +8.22% | $3,754,354 |
| VANGUARD INDEX FDS | VOO | Other | 0.50% | 5,724 | +5,724 | +100.00% | $3,420,301 |
| CISCO SYS INC | CSCO | Technology | 0.45% | 40,038 | +2,888 | +7.77% | $3,106,549 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.44% | 4,654 | +92 | +2.02% | $3,026,683 |
| CUMMINS INC | CMI | Industrials | 0.43% | 5,500 | -1,324 | -19.40% | $2,959,110 |
| BROADCOM INC | AVGO | Technology | 0.43% | 9,474 | -497 | -4.98% | $2,932,298 |
| MERCK & CO INC | MRK | Healthcare | 0.38% | 21,563 | +1,443 | +7.17% | $2,593,814 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.37% | 10,388 | -960 | -8.46% | $2,518,032 |
| WILLIAMS COS INC | WMB | Energy | 0.36% | 34,433 | +562 | +1.66% | $2,506,034 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.36% | 19,123 | +1,131 | +6.29% | $2,504,157 |
| ARCHER DANIELS MIDLAND CO | ADM | Consumer Defensive | 0.36% | 33,993 | +1,528 | +4.71% | $2,470,952 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.35% | 17,509 | -6,644 | -27.51% | $2,440,230 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.35% | 2,871 | +172 | +6.37% | $2,428,838 |
| INVESCO QQQ TR | QQQ | Other | 0.35% | 4,169 | +139 | +3.45% | $2,406,264 |
| BANK AMERICA CORP | BAC | Financial Services | 0.34% | 48,693 | +3,697 | +8.22% | $2,373,784 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.34% | 25,418 | +14,880 | +141.20% | $2,360,824 |
| MICROCHIP TECHNOLOGY INC. | MCHP | Technology | 0.33% | 35,069 | +1,611 | +4.81% | $2,265,809 |
| ZIONS BANCORPORATION NATL AS | ZION | Financial Services | 0.29% | 35,172 | +1,453 | +4.31% | $2,026,625 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.29% | 6,014 | +352 | +6.22% | $1,977,945 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.27% | 5,784 | +255 | +4.61% | $1,885,180 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.27% | 6,912 | +217 | +3.24% | $1,870,319 |
| ALPHABET INC | GOOG | Communication Services | 0.27% | 6,364 | - | - | $1,825,578 |
| ANALOG DEVICES INC | ADI | Technology | 0.26% | 5,698 | +210 | +3.83% | $1,812,762 |
| TYSON FOODS INC | TSN | Consumer Defensive | 0.26% | 27,866 | +1,202 | +4.51% | $1,785,375 |
| NIKE INC | NKE | Consumer Cyclical | 0.26% | 33,459 | +1,432 | +4.47% | $1,767,305 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.25% | 5,075 | +229 | +4.73% | $1,741,842 |
| SM ENERGY COMPANY | SM | Energy | 0.25% | 55,288 | +55,288 | +100.00% | $1,723,880 |
| CORNING INC | GLW | Technology | 0.25% | 12,664 | -6,329 | -33.32% | $1,721,925 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.24% | 5,868 | +254 | +4.52% | $1,684,116 |
| KROGER CO | KR | Consumer Defensive | 0.24% | 22,895 | +874 | +3.97% | $1,656,683 |
| NUCOR CORP | NUE | Basic Materials | 0.23% | 9,336 | +424 | +4.76% | $1,578,718 |
| FIRST SOLAR INC | FSLR | Technology | 0.23% | 7,962 | -51,226 | -86.55% | $1,570,585 |
| QUALCOMM INC | QCOM | Technology | 0.22% | 11,741 | -37,166 | -75.99% | $1,512,006 |
| PEPSICO INC | PEP | Consumer Defensive | 0.22% | 9,578 | +7,072 | +282.20% | $1,487,368 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.21% | 51,439 | +17,005 | +49.38% | $1,476,814 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.21% | 24,179 | +1,163 | +5.05% | $1,466,457 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.21% | 2,338 | +88 | +3.91% | $1,413,064 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.20% | 4,479 | +1,724 | +62.58% | $1,392,029 |
| NORTHERN TR CORP | NTRS | Financial Services | 0.20% | 9,949 | +2,460 | +32.85% | $1,388,582 |
| DARDEN RESTAURANTS INC | DRI | Consumer Cyclical | 0.20% | 6,957 | +380 | +5.78% | $1,363,851 |
| MILLICOM INTL CELLULAR S A | TIGO | Other | 0.18% | 16,985 | -676 | -3.83% | $1,272,856 |
| WALMART INC | WMT | Consumer Defensive | 0.18% | 9,909 | +4,914 | +98.38% | $1,231,491 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 0.18% | 2,578 | +2,578 | +100.00% | $1,223,416 |
| LENNAR CORP | LEN | Consumer Cyclical | 0.18% | 14,029 | -275 | -1.92% | $1,218,279 |
| RTX CORPORATION | RTX | Industrials | 0.18% | 6,243 | +727 | +13.18% | $1,204,275 |
| PACKAGING CORP AMER | PKG | Consumer Cyclical | 0.17% | 5,530 | +235 | +4.44% | $1,173,577 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.17% | 2,800 | +45 | +1.63% | $1,140,356 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.17% | 27,846 | +9,655 | +53.08% | $1,136,953 |
| MKS INC. | MKSI | Technology | 0.16% | 4,879 | +4,879 | +100.00% | $1,121,243 |
| EVERGY INC | EVRG | Utilities | 0.16% | 13,483 | +725 | +5.68% | $1,104,528 |
| VICOR CORP | VICR | Technology | 0.16% | 6,754 | +6,754 | +100.00% | $1,087,394 |
| FIVE BELOW INC | FIVE | Consumer Cyclical | 0.16% | 4,680 | -1,262 | -21.24% | $1,069,287 |
| JABIL INC | JBL | Technology | 0.15% | 3,972 | -147 | -3.57% | $1,055,083 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.15% | 7,985 | +465 | +6.18% | $1,046,674 |
| UNIVERSAL INS HLDGS INC | UVE | Financial Services | 0.15% | 30,056 | +282 | +0.95% | $1,026,713 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.15% | 2,610 | +1,700 | +186.81% | $1,018,971 |
| ROYALTY PHARMA PLC | RPRX | Other | 0.15% | 21,165 | +924 | +4.56% | $1,015,286 |
| INNOVATIVE SOLUTIONS & SUPPO | ISSC | Industrials | 0.15% | 48,672 | +48,672 | +100.00% | $999,237 |