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CIK: 0002012614
Total reported value
$895.4M
$895.4M
180 檔
14.6%
At the close of Q1 2026, Sierra Summit Advisors LLC disclosed equity holdings valued at approximately $895.4M, spread across 180 reported holdings.
In Q1 2026, Sierra Summit Advisors LLC displayed an active expansion posture, initiating 57 new positions and adding to 72 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.79% | -0.66% | +1.92% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.11% | -0.66% | +13.74% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.59% | -0.12% | +4.09% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.87% | -0.32% | +8.76% | |
| 5 | LITE | Lumentum Holdings Inc | Stock-Tech | 2.61% | -0.53% | — | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.58% | +0.09% | +24.06% | |
| 7 | C | Citigroup Inc | Stock-Financials | 2.45% | -0.12% | -16.92% | |
| 8 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.40% | -0.08% | -28.25% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.40% | -0.21% | +21.87% | |
| 10 | GEV | GE Vernova Inc | Stock-Industrials | 2.32% | +0.17% | -43.40% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.32% | -1.46% | +3344.57% | |
| 12 | RKT | Rocket Cos Inc-class A | Stock-Financials | 1.98% | -1.98% | EXIT | |
| 13 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.97% | +0.80% | +39.57% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | -0.22% | +14.41% | |
| 15 | DE | Deere & Co | Stock-Industrials | 1.90% | -1.76% | — | |
| 16 | UAL | United Airlines Holdings Inc | Stock-Industrials | 1.89% | -1.89% | EXIT | |
| 17 | EME | Emcor Group Inc | Stock-Industrials | 1.75% | -1.74% | EXIT | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.72% | -1.72% | EXIT | |
| 19 | STLD | Steel Dynamics Inc | Stock-Materials | 1.72% | -0.04% | +5.71% | |
| 20 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.67% | +0.25% | +4.04% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.65% | -1.07% | +1.00% | |
| 22 | LRCX | Lam Research CORP | Stock-Tech | 1.61% | +0.96% | -30.00% | |
| 23 | ALAB | Astera Labs Inc | Stock-Tech | 1.60% | +3.40% | +4.85% | |
| 24 | PWR | Quanta Services Inc | Stock-Industrials | 1.53% | +0.12% | -31.50% | |
| 25 | ANET | Arista Networks Inc | Stock-Tech | 1.52% | +0.17% | +8.64% | |
| 26 | APP | Applovin Corp-class A | Stock-Tech | 1.51% | -0.08% | +41.52% | |
| 27 | TER | Teradyne Inc | Stock-Tech | 1.48% | +0.45% | — | |
| 28 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.48% | +0.27% | +92.87% | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 1.47% | +2.47% | +1246.27% | |
| 30 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 1.46% | -0.06% | — | |
| 31 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.39% | -0.19% | — | |
| 32 | EQT | Eqt CORP | Stock-Energy | 1.39% | -1.39% | EXIT | |
| 33 | MRVL | Marvell Technology Inc | Stock-Tech | 1.37% | +1.85% | — | |
| 34 | CEG | Constellation Energy | Stock-Utilities | 1.35% | -1.35% | EXIT | |
| 35 | CME | Cme Group Inc | Stock-Financials | 1.28% | -1.17% | +460.98% | |
| 36 | BA | Boeing Co/the | Stock-Industrials | 1.05% | -0.11% | — | |
| 37 | SNPS | Synopsys Inc | Stock-Tech | 1.02% | +0.50% | — | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.74% | -0.44% | +1144.35% | |
| 39 | IXC | Ishares Global Energy ETF | ETF-Other | 0.59% | -0.20% | +4.59% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.10% | +89.51% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.07% | +11.53% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.08% | +19.55% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.11% | +8.22% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.38% | — | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | — | +7.77% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.02% | +2.02% | |
| 47 | CMI | Cummins Inc | Stock-Industrials | 0.43% | +0.02% | -19.40% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | -0.05% | -4.98% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.07% | +7.17% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | -0.03% | -8.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +2.3% | +3344.57% | Add |
| 2 | MU | Micron Technology Inc | +1.4% | +1246.27% | Add |
| 3 | CME | Cme Group Inc | +1.1% | +460.98% | Add |
| 4 | WFC | Wells Fargo & Co | +0.7% | +1144.35% | Add |
| 5 | CEG | Constellation Energy | +0.4% | +89.90% | Add |
| 6 | EME | Emcor Group Inc | +0.3% | +7.30% | Add |
| 7 | CAT | Caterpillar Inc | +0.3% | +89.51% | Add |
| 8 | NEE | Nextera Energy Inc | +0.2% | +141.20% | Add |
| 9 | IXC | Ishares Global Energy ETF | +0.2% | +4.59% | Add |
| 10 | PEP | Pepsico Inc | +0.2% | +282.20% | Add |
| 11 | VRT | Vertiv Holdings Co-a | +0.1% | -28.25% | Trim |
| 12 | AMZN | Amazon.com Inc | +0.1% | +21.87% | Add |
| 13 | STLD | Steel Dynamics Inc | +0.1% | +5.71% | Add |
| 14 | RDDT | Reddit Inc-cl A | +0.1% | +92.87% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | +8.22% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +98.38% | Add |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +186.81% | Add |
| 18 | ADM | Archer-daniels-midland Co | +0.1% | +4.71% | Add |
| 19 | MCD | Mcdonald's CORP | +0.1% | +62.58% | Add |
| 20 | MRK | Merck & Co. Inc. | +0.1% | +7.17% | Add |
| 21 | XLRE | Ss Real Estate Select Sector | +0.1% | +53.08% | Add |
| 22 | WMB | Williams Cos Inc | +0.1% | +1.66% | Add |
| 23 | CMCSA | Comcast Corp-class A | +0.1% | +49.38% | Add |
| 24 | ECG | Everus Construction Group | +0.1% | +2.56% | Add |
| 25 | NTRS | Northern Trust CORP | 0% | +32.85% | Add |
| 26 | LMT | Lockheed Martin CORP | 0% | +3.91% | Add |
| 27 | CRDO | Credo Technology Group Holding Ltd | 0% | +160.30% | Add |
| 28 | STRL | Sterling Infrastructure Inc | 0% | +1.63% | Add |
| 29 | JNJ | Johnson & Johnson | 0% | +6.29% | Add |
| 30 | ADI | Analog Devices Inc | 0% | +3.83% | Add |
| 31 | TIGO | Millicom International Cellular S.A. | 0% | -3.83% | Trim |
| 32 | KR | Kroger Co | 0% | +3.97% | Add |
| 33 | RPRX | Royalty Pharma plc | 0% | +4.57% | Add |
| 34 | AAPL | Apple Inc | 0% | +13.74% | Add |
| 35 | LLY | Eli Lilly & Co | 0% | +24.06% | Add |
| 36 | BMY | Bristol-myers Squibb Co | 0% | +5.05% | Add |
| 37 | TSN | Tyson Foods Inc-cl A | 0% | +4.51% | Add |
| 38 | RTX | Rtx CORP | 0% | +13.18% | Add |
| 39 | SMMD | Ishares Russell 2500 ETF | 0% | +23.50% | Add |
| 40 | EVRG | Evergy Inc | 0% | +5.68% | Add |
| 41 | AEP | American Electric Power | 0% | +6.18% | Add |
| 42 | PTCT | Ptc Therapeutics Inc | 0% | +43.55% | Add |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +29.54% | Add |
| 44 | ZIM | ZIM Integrated Shipping Services Ltd. | 0% | +0.87% | Add |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +19.55% | Add |
| 46 | CSCO | Cisco Systems Inc | 0% | +7.77% | Add |
| 47 | CB | Chubb Limited | 0% | +4.61% | Add |
| 48 | DRI | Darden Restaurants Inc | 0% | +5.78% | Add |
| 49 | WEC | Wec Energy Group Inc | 0% | +6.28% | Add |
| 50 | NUE | Nucor CORP | 0% | +4.76% | Add |
According to official SEC Form 13F filings, Sierra Summit Advisors LLC reported a total U.S. public equity portfolio value of $895.4M across 180 disclosed positions in Q1 2026.
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 14.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
LITE
市值: $18.0M
Top Position Liquidated / Trimmed
SNOW
前期市值: $12.2M
During Q1 2026, Sierra Summit Advisors LLC's top holdings by market value included NVDA (5.8%)、AAPL (4.1%)、GOOGL (3.6%). The largest single position, NVDA, represented 5.8% of total portfolio value.
In Q1 2026, Sierra Summit Advisors LLC made 198 total portfolio adjustments, initiating 57 new buys, adding to 72 positions, trimming 21 holdings, and fully liquidating 48 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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