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CIK: 0002012614
Total reported value
$895.4M
$895.4M
148 檔
12.5%
At the close of Q4 2024, Sierra Summit Advisors LLC disclosed equity holdings valued at approximately $895.4M, spread across 148 reported holdings.
In Q4 2024, Sierra Summit Advisors LLC displayed an active expansion posture, initiating 14 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.87% | -0.66% | +5.38% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.46% | -0.66% | -4.57% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.87% | -0.12% | +15.05% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.76% | -0.32% | +57.10% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.43% | -0.21% | +3.83% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.26% | -0.22% | +7.78% | |
| 7 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.80% | -0.03% | EXIT | |
| 8 | BX | Blackstone Inc | Stock-Financials | 2.72% | — | +7.98% | |
| 9 | XYZ | Block Inc | Stock-Financials | 2.70% | — | — | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.66% | — | -30.17% | |
| 11 | GLW | Corning Inc | Stock-Tech | 2.58% | -0.17% | +1031.43% | |
| 12 | ✓ | Quanta Svcs Inc | Stock-Other | 2.52% | — | +11.75% | |
| 13 | MRVL | Marvell Technology Inc | Stock-Tech | 2.46% | +1.85% | — | |
| 14 | C | Citigroup Inc | Stock-Financials | 2.37% | -0.12% | +4319.26% | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 2.35% | +0.96% | — | |
| 16 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.25% | -1.07% | -0.02% | |
| 17 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.13% | -0.08% | +24.95% | |
| 18 | BSX | Boston Scientific CORP | Stock-Healthcare | 2.12% | — | +7.38% | |
| 19 | CRBG | Corebridge Financial Inc | Stock-Financials | 2.03% | — | +14.50% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.94% | — | +24.09% | |
| 21 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 1.90% | -0.13% | EXIT | |
| 22 | ANET | Arista Networks Inc | Stock-Tech | 1.81% | +0.17% | — | |
| 23 | GEV | GE Vernova Inc | Stock-Industrials | 1.77% | +0.17% | -27.61% | |
| 24 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.76% | — | +7.72% | |
| 25 | FSLR | First Solar Inc | Stock-Tech | 1.74% | -0.16% | -7.19% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.71% | — | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.68% | +0.09% | +19.44% | |
| 28 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.66% | — | -8.69% | |
| 29 | KVYO | Klaviyo Inc-a | Stock-Other | 1.60% | — | — | |
| 30 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.30% | — | — | |
| 31 | EME | Emcor Group Inc | Stock-Industrials | 1.11% | -1.74% | EXIT | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.98% | — | +9.82% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | -0.05% | +10.95% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | -0.03% | +29.87% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.08% | -7.89% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.07% | +15.89% | |
| 37 | ✓ | Invesco Qqq Tr | Stock-Other | 0.52% | — | -5.76% | |
| 38 | IXC | Ishares Global Energy ETF | ETF-Other | 0.49% | -0.20% | +4.21% | |
| 39 | CMI | Cummins Inc | Stock-Industrials | 0.46% | +0.02% | +1.26% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.02% | -1.27% | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.43% | -0.20% | +67.57% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.05% | +31.06% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | — | +26.59% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.11% | +23.85% | |
| 45 | TGT | Target CORP | Stock-Consumer Disc | 0.39% | — | +29.05% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.04% | -82.44% | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.35% | -0.05% | +25.04% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | -0.01% | -12.19% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | -0.02% | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.31% | -0.01% | -0.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XYZ | Block Inc | +2.7% | NEW | New buy |
| 2 | MRVL | Marvell Technology Inc | +2.5% | NEW | New buy |
| 3 | LRCX | Lam Research CORP | +2.4% | NEW | New buy |
| 4 | GLW | Corning Inc | +2.3% | +1031.43% | Add |
| 5 | C | Citigroup Inc | +2.3% | +4319.26% | Add |
| 6 | TSLA | Tesla Inc | +2% | +57.10% | Add |
| 7 | RL | Ralph Lauren CORP | +1.9% | NEW | New buy |
| 8 | ANET | Arista Networks Inc | +1.8% | NEW | New buy |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +1.7% | NEW | New buy |
| 10 | KVYO | Klaviyo Inc-a | +1.6% | NEW | New buy |
| 11 | BABA | Alibaba Group Holding-sp Adr | +1.3% | NEW | New buy |
| 12 | EME | Emcor Group Inc | +1.1% | NEW | New buy |
| 13 | NFLX | Netflix Inc | +0.5% | +24.09% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.5% | +15.05% | Add |
| 15 | VRT | Vertiv Holdings Co-a | +0.4% | +24.95% | Add |
| 16 | JNJ | Johnson & Johnson | +0.3% | NEW | New buy |
| 17 | NSC | Norfolk Southern CORP | +0.3% | NEW | New buy |
| 18 | TFC | Truist Financial CORP | +0.3% | NEW | New buy |
| 19 | AMZN | Amazon.com Inc | +0.2% | +3.83% | Add |
| 20 | AVGO | Broadcom Inc | +0.2% | +10.95% | Add |
| 21 | BMY | Bristol-myers Squibb Co | +0.2% | NEW | New buy |
| 22 | SBUX | Starbucks CORP | +0.2% | NEW | New buy |
| 23 | BX | Blackstone Inc | +0.2% | +7.98% | Add |
| 24 | GILD | Gilead Sciences Inc | +0.2% | +67.57% | Add |
| 25 | MCD | Mcdonald's CORP | +0.2% | +153.94% | Add |
| 26 | NVDA | Nvidia CORP | +0.1% | +5.38% | Add |
| 27 | ✓ | Quanta Svcs Inc | +0.1% | +11.75% | Add |
| 28 | CRBG | Corebridge Financial Inc | +0.1% | +14.50% | Add |
| 29 | PANW | Palo Alto Networks Inc | 0% | +116.57% | Add |
| 30 | BSX | Boston Scientific CORP | — | +7.38% | Add |
| 31 | META | Meta Platforms Inc-class A | -0.1% | +7.78% | Add |
| 32 | MHO | M/i Homes Inc | -0.2% | EXIT | Sold out |
| 33 | ITGR | Integer Holdings CORP | -0.2% | EXIT | Sold out |
| 34 | AMGN | Amgen Inc | -0.2% | EXIT | Sold out |
| 35 | QCOM | Qualcomm Inc | -0.3% | -64.46% | Trim |
| 36 | CMCSA | Comcast Corp-class A | -0.3% | EXIT | Sold out |
| 37 | MELI | Mercadolibre Inc | -0.5% | +7.72% | Add |
| 38 | FSLR | First Solar Inc | -1.3% | -7.19% | Trim |
| 39 | PSX | Phillips 66 | -1.4% | EXIT | Sold out |
| 40 | CSX | Csx CORP | -1.5% | EXIT | Sold out |
| 41 | ULTA | Ulta Beauty Inc | -1.5% | EXIT | Sold out |
| 42 | ACM | Aecom | -1.6% | EXIT | Sold out |
| 43 | STZ | Constellation Brands Inc-a | -1.7% | EXIT | Sold out |
| 44 | IWM | Ishares Russell 2000 ETF | -1.7% | -30.17% | Trim |
| 45 | AMD | Advanced Micro Devices | -1.9% | -82.23% | Trim |
| 46 | MSFT | Microsoft CORP | -2.1% | -82.44% | Trim |
| 47 | ICLR | ICON Public Limited Company | -2.3% | EXIT | Sold out |
| 48 | LRCXEUR | Lam Research CORP | -2.3% | EXIT | Sold out |
| 49 | FTI | TechnipFMC plc | -2.3% | -94.45% | Trim |
| 50 | PFE | Pfizer Inc | -2.4% | -94.62% | Trim |
According to official SEC Form 13F filings, Sierra Summit Advisors LLC reported a total U.S. public equity portfolio value of $895.4M across 148 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, GOOGL) accounted for 12.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
XYZ
市值: $13.5M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $10.0M
During Q4 2024, Sierra Summit Advisors LLC's top holdings by market value included NVDA (5.9%)、AAPL (5.5%)、GOOGL (3.9%). The largest single position, NVDA, represented 5.9% of total portfolio value.
In Q4 2024, Sierra Summit Advisors LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 18 positions, trimming 7 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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