Sierra Capital LLC

CIK: 0001787274Latest portfolio: $945.0M · Q4 2025

Holdings

198

Total Value

$945.0M

New Positions

6

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
VOOVanguard S&P 500 ETF
104,183$65.3M6.91%-969
2
EWKiShares Core MSCI EMU UCITS ETF (Acc)
156,630$40.1M4.25%+148K
3
CALIiShares Short Duration Corp Bond UCITS ETF (Acc)
5,831,015$36.8M3.90%+255K
4
IEMGiShares Core S&P 500 UCITS ETF (Acc)
42,335$31.3M3.31%+8K
5
XOEFiShares S&P 500 Equal Weight UCITS ETF (Acc)
4,459,924$31.1M3.29%+403K
6
AAPLApple
109,988$29.9M3.16%+5K
7
EWKiShares MSCI EM ex-China UCITS ETF (Acc)
4,224,159$29.2M3.09%+688K
8
BRK/BBerkshire Hathaway Inc. Class B
49,052$24.7M2.61%-250
9
EWKiShares MSCI USA Small Cap UCITS ETF (Acc)
39,758$23.6M2.50%-281
10
GHYGiShares US Mortgage Backed Securities UCITS ETF (Acc)
3,696,279$20.6M2.18%+11K
11
XOEFiShares S&P 500 Swap UCITS ETF USD (Acc)
1,678,240$19.3M2.04%+66K
12
VOVanguard Mid-Cap ETF
57,658$16.7M1.77%+21
13
AMZNAmazon Com Inc
69,138$16.0M1.69%+1K
14
EWKiShares MSCI ACWI UCITS ETF (Acc)
145,877$15.9M1.69%-1,853
15
iShares Floating Rate Bond UCITS ETF (Acc)
2,400,898$15.4M1.63%+6K
16
IVViShares Core S&P 500 ETF
22,484$15.4M1.63%-195
17
EWKiShares MSCI World UCITS ETF
161,855$15.3M1.62%+146K
18
GOOGLAlphabet Inc. Class A
48,176$15.1M1.60%+96
19
GOVTiShares Treasury Bond 0-1yr UCITS ETF (Acc)
126,130$15.0M1.59%+4K
20
EWKiShares MSCI Japan UCITS ETF (Acc)
56,513$14.0M1.49%+52K
21
VGKVanguard FTSE Europe ETF
147,339$12.3M1.30%+274
22
IEMGiShares Core S&P 500 UCITS ETF USD (Dist)
176,279$12.1M1.28%+161K
23
LEMBiShares J.P. Morgan EM Bond UCITS ETF (Acc)
1,807,670$11.7M1.24%+67K
24
IVEiShares S&P 500 Value ETF
48,264$10.2M1.08%-561
25
BACBank of America
182,613$10.0M1.06%

Quarterly Changes

New Positions

  • TAILNEW
    $1.4M
  • EWKNEW
    $780K
  • Ubs Msci Usa Sf Index Fund Usd AccNEW
    $674K
  • Xtrackers II USD Overnight Rate Swap UCITS ETF 1CNEW
    $510K
  • XOEFNEW
    $435K
  • MIGANEW
    $349K
  • QIDNEW
    $288K
  • XOEFNEW
    $270K
  • LLYNEW
    $265K
  • SPHRNEW
    $248K

Closed Positions

Increased Positions

NameSharesChange
EWK4.2M+688K
XOEF4.5M+403K
Invesco USD AAA CLO UCITS ETF (Acc)355K+322K
CALI5.8M+255K
IEMG176K+161K
EWK162K+146K
GHYG903K+96K
BRHY501K+81K
LEMB1.8M+67K
XOEF1.7M+66K

Decreased Positions

NameSharesChange
FLOT160K-33964
IEMG1K-32415
XOEF147K-4307
AMLP46K-4179
CG36K-3850
SHEL29K-3036
EWK146K-1853
SPY8K-1814
KKR17K-1700
APO16K-1500

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($2.465615444905876e+85T)
Technology0.0% ($2.990178604671225e+41T)
Communication Services0.0% ($15079885965211.3T)
Healthcare0.0% ($168582458.7T)
Consumer Cyclical0.0% ($159.6T)
Industrials0.0% ($129.1B)
Energy0.0% ($215.3M)
Consumer Defensive0.0% ($776K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 18, 2026$945.0M269
Q3 2025Nov 14, 2025$911.6M249
Q2 2025Aug 11, 2025$866.5M246
Q1 2025Apr 30, 2025$830.1M235
Q4 2024Feb 4, 2025$843.4M243

Fund Information

CIK0001787274
Most Recent FilingFeb 18, 2026
Number of Filings5

Sierra Capital LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $945.0M across 198 holdings. The largest position is Vanguard S&P 500 ETF (VOO), representing 6.9% of the portfolio. Compared to the previous quarter, the fund opened 15 new positions and closed 24 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.