SIERRA SUMMIT ADVISORS LLC

CIK: 0002012614SEC EDGAR →

Portfolio Value

$652.3M

Holdings

171

As of

Q4 2025

New Positions

44

Closed Positions

50

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

223,959$41.8M
6.40%
2

APPLE INC

98,081$26.7M
4.09%
3

ALPHABET INC

82,455$25.8M
3.96%
4

TESLA INC

48,845$22.0M
3.37%
5

GE VERNOVA INC

32,317$21.1M
3.24%
6

CITIGROUP INC

179,100$20.9M
3.20%
7

ROCKET COS INC

915,575$17.7M
2.72%
8

ELI LILLY & CO

15,551$16.7M
2.56%
9

ASTERA LABS INC

95,593$15.9M
2.44%
10

ROBINHOOD MKTS INC

139,894$15.8M
2.43%

Quarterly Changes

Top Buys

NVONEW
$10.6M
STLD↑ Increased
$10.1M
DGNEW
$7.6M
UAL↑ Increased
$6.0M
VLO↑ Increased
$5.7M

Top Sells

BABACLOSED
$15.0M
CRCLCLOSED
$11.4M
CAHCLOSED
$9.9M
BKNGCLOSED
$9.0M
COINCLOSED
$6.9M

New Positions (44)

$10.6M · 209K shares
$7.6M · 57K shares
$1.2M · 23K shares
$1.2M · 7K shares
$1.1M · 9K shares
$1.1M · 59K shares
$1.0M · 34K shares
$1.0M · 10K shares
$1.0M · 30K shares
$993K · 24K shares
$990K · 9K shares
$989K · 26K shares
$984K · 2K shares
$981K · 9K shares
$979K · 18K shares
$979K · 29K shares
$976K · 10K shares
$974K · 16K shares
$939K · 4K shares
$928K · 52K shares
$922K · 12K shares
$919K · 2K shares
$909K · 31K shares
$896K · 13K shares
$879K · 23K shares
$878K · 3K shares
$876K · 9K shares
$872K · 13K shares
$869K · 48K shares
$856K · 11K shares
$843K · 13K shares
$840K · 30K shares
$808K · 14K shares
$807K · 9K shares
$798K · 15K shares
$744K · 7K shares
$668K · 3K shares
$623K · 8K shares
$598K · 48K shares
$539K · 15K shares
$447K · 3K shares
$390K · 6K shares
$219K · 285 shares
$200K · 4K shares

Closed Positions (50)

$15.0M · 84K shares
$11.4M · 86K shares
$9.9M · 63K shares
$9.0M · 2K shares
$6.9M · 20K shares
$6.4M · 27K shares
$2.2M · 26K shares
$1.6M · 10K shares
$1.2M · 17K shares
$1.1M · 19K shares
$1.1M · 33K shares
$1.1M · 54K shares
$1.1M · 3K shares
$1.0M · 6K shares
$965K · 33K shares
$960K · 38K shares
$958K · 10K shares
$941K · 11K shares
$939K · 23K shares
$936K · 10K shares
$928K · 6K shares
$914K · 10K shares
$910K · 17K shares
$900K · 9K shares
$884K · 85K shares
$869K · 4K shares
$863K · 15K shares
$862K · 10K shares
$859K · 16K shares
$849K · 11K shares
$847K · 8K shares
$847K · 5K shares
$834K · 20K shares
$828K · 7K shares
$819K · 13K shares
$812K · 3K shares
$807K · 35K shares
$799K · 41K shares
$774K · 42K shares
$754K · 35K shares
$730K · 26K shares
$723K · 173K shares
$721K · 44K shares
$665K · 5K shares
$649K · 26K shares
$625K · 22K shares
$514K · 153K shares
$212K · 1K shares
$207K · 7K shares
$202K · 8K shares

Sector Breakdown

Sector# HoldingsValue%
Technology31$181.5M27.8%
Communication Services10$73.7M11.3%
Industrials21$71.4M10.9%
Financial Services36$69.6M10.7%
Healthcare18$62.7M9.6%
Consumer Cyclical19$62.2M9.5%
Unknown8$35.7M5.5%
Energy7$33.8M5.2%
Utilities8$32.4M5.0%
Consumer Defensive8$15.2M2.3%
Basic Materials4$13.2M2.0%
Real Estate1$856K0.1%