SIERRA OCEAN, LLC

CIK: 0002051715SEC EDGAR →

Portfolio Value

$120.8B

Holdings

61

As of

Q4 2025

New Positions

1

Closed Positions

961

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

INVESCO EXCHANGE TRADED FD T

205,138$15.4B
12.74%
2

INVESCO EXCH TRADED FD TR II

125,531$15.0B
12.40%
3

J P MORGAN EXCHANGE TRADED F

240,127$11.4B
9.41%
4

LEGG MASON ETF INVT

266,584$9.8B
8.12%
5

GLOBAL X FDS

174,116$8.1B
6.68%
6

ISHARES TR

87,942$7.7B
6.34%
7

SCHWAB STRATEGIC TR

225,814$7.4B
6.12%
8

AMPLIFY ETF TR

125,233$5.6B
4.61%
9

ISHARES TR

54,755$5.3B
4.36%
10

J P MORGAN EXCHANGE TRADED F

59,715$3.4B
2.83%

Quarterly Changes

Top Buys

SPHQ↑ Increased
$859.4M
LVHI↑ Increased
$823.7M
KLMN↑ Increased
$351.0M
JCPB↑ Increased
$338.2M
SMMU↑ Increased
$258.1M

Top Sells

OEFCLOSED
$369.3M
ORCL↓ Decreased
$335.9M
IVV↓ Decreased
$304.9M
ULCLOSED
$298.4M
DISCLOSED
$294.3M

New Positions (5)

$231.0M · 4K shares
$228.0M · 2K shares
$204.0M · 357 shares
$201.0M · 3K shares
$39.0M · 20K shares

Closed Positions (7)

$369.3M · 1K shares
$298.4M · 5K shares
$294.3M · 3K shares
$248.0M · 3K shares
$219.5M · 3K shares
$215.8M · 697 shares
$212.0M · 219 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services31$86.2B71.4%
Unknown2$16.4B13.6%
Technology7$9.8B8.1%
Communication Services4$2.8B2.3%
Consumer Cyclical4$2.1B1.8%
Healthcare4$1.1B0.9%
Industrials4$965.0M0.8%
Consumer Defensive3$780.0M0.6%
Energy1$324.0M0.3%
Utilities1$254.0M0.2%