SIERRA SUMMIT ADVISORS LLC

CIK

2012614

Location

INCLINE VILLAGE, NV

Portfolio Value

Micro $49,863,977

Diversification

Diversified

Filing Date

Global Rank

#1,952 / 8,232 ▲ 190

Top Industry

Semiconductors 12.4%

3Y Alpha vs SPY

-0.1%

Period ended 2 months ago

Filed Apr 27, 2026 · 47d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.7%

SPY

+52.9%

Annualised alpha

-0.1%

Max drawdown

−27.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

163 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.9%

−0.6 pts

Top 5

19.4%

−2.1 pts

Top 10

31.9%

−3.2 pts

HHI

194

Diversified−28

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.5%	$211,333,800	39
Industrials	17.3%	$115,863,653	30
Financial Services	11.7%	$78,419,744	19
Communication Services	9.4%	$63,093,111	10
Healthcare	9.2%	$62,047,596	19
Consumer Cyclical	7.4%	$49,863,977	14
Energy	4.9%	$33,199,789	9
Basic Materials	4.0%	$26,929,439	8
Utilities	2.3%	$15,763,673	6
Consumer Defensive	1.4%	$9,677,714	7
Unclassified	0.8%	$5,432,945	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CVX	Chevron Corp	+74,885	77,124	$15,956,955
WFC	Wells Fargo & Company/Mn	+58,911	64,059	$5,099,736
HOOD	Robinhood Markets, Inc.	+55,361	195,255	$13,531,171
RKT	Rocket Companies, Inc.	+40,910	956,485	$13,629,911
RDDT	Reddit, Inc.	+36,371	75,536	$10,170,922
MU	Micron Technology Inc	+27,767	29,995	$10,133,510
CME	Cme Group Inc.	+24,418	29,715	$8,776,325
CMCSA	Comcast Corp	+17,005	51,439	$1,476,813
CEG	Constellation Energy Corp	+15,740	33,248	$9,284,504
NEE	Nextera Energy Inc	+14,880	25,418	$2,360,823
AMZN	Amazon Com Inc	+14,235	79,338	$16,523,725
AAPL	Apple Inc.	+13,479	111,560	$28,312,812
APP	AppLovin Corp	+7,676	26,162	$10,412,476
PEP	Pepsico Inc	+7,072	9,578	$1,487,367
ANET	Arista Networks, Inc.	+6,758	84,971	$10,432,739
CRDO	Credo Technology Group Holding Ltd	+4,990	8,103	$760,628
WMT	Walmart Inc.	+4,914	9,909	$1,231,490
ALAB	Astera Labs, Inc.	+4,636	100,229	$10,985,098
UAL	United Airlines Holdings, Inc.	+4,349	141,310	$13,010,411
NVDA	Nvidia Corp	+4,310	228,269	$39,810,113
TSLA	Tesla, Inc.	+4,278	53,123	$19,748,475
SHOP	Shopify Inc.	+3,767	97,102	$11,518,239
LLY	ELI LILLY & Co	+3,742	19,293	$17,745,122
BAC	Bank Of America Corp /De/	+3,697	48,693	$2,373,783
PTCT	Ptc Therapeutics, Inc.	+3,577	11,790	$803,252
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
FSLR	First Solar, Inc.	−51,226	7,962	$1,570,584
QCOM	Qualcomm Inc/De	−37,166	11,741	$1,512,005
VLO	Valero Energy Corp/Tx	−35,159	1,219	$301,190
C	Citigroup Inc	−30,300	148,800	$16,875,408
VRT	Vertiv Holdings Co	−25,972	65,960	$16,528,256
LRCX	Lam Research Corp	−22,165	51,715	$11,049,426
GEV	GE Vernova Inc.	−14,027	18,290	$15,965,341
PWR	Quanta Services, Inc.	−8,817	19,170	$10,524,713
GILD	Gilead Sciences, Inc.	−6,644	17,509	$2,440,229
GLW	Corning Inc /Ny	−6,329	12,664	$1,721,924
CTRN	Citi Trends Inc	−5,063	18,849	$816,538
CMI	Cummins Inc	−1,324	5,500	$2,959,110
AMD	Advanced Micro Devices Inc	−1,320	3,958	$805,175
FIVE	Five Below, Inc	−1,262	4,680	$1,069,286
RIGL	Rigel Pharmaceuticals Inc	−1,044	21,357	$577,493
IBM	International Business Machines Corp	−960	10,388	$2,517,947
TPC	Tutor Perini Corp	−890	12,480	$963,331
TIGO	Millicom International Cellular SA	−676	16,985	$1,272,855
NEM	NEWMONT Corp /DE/	−600	2,000	$216,500
MCY	Mercury General Corp	−561	9,818	$865,456
AVGO	Broadcom Inc.	−497	9,474	$2,932,297
LEN	Lennar Corp /New/	−275	14,029	$1,218,278
ORCL	Oracle Corp	−235	3,269	$480,902
JBL	Jabil Inc	−147	3,972	$1,055,082
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LITE	Lumentum Holdings Inc.	25,547	$17,953,409
DE	Deere & Co	23,252	$13,097,851
PLTR	Palantir Technologies Inc.	81,092	$11,862,137
TER	Teradyne, Inc	34,350	$10,183,401
ALNY	Alnylam Pharmaceuticals, Inc.	30,298	$10,024,699
FCX	Freeport-Mcmoran Inc	162,597	$9,557,451
EQT	EQT Corp	149,911	$9,540,336
MRVL	Marvell Technology, Inc.	94,925	$9,402,321
BA	Boeing Co	36,321	$7,228,968
SNPS	Synopsys Inc	17,629	$6,989,545
SM	SM Energy Co	55,288	$1,723,879
TPL	Texas Pacific Land Corp	2,578	$1,223,415
MKSI	Mks Inc	4,879	$1,121,242
VICR	Vicor Corp	6,754	$1,087,394
GCT	GigaCloud Technology Inc	23,735	$1,077,094
ISSC	Innovative Solutions & Support Inc	48,672	$999,236
AA	Alcoa Corp	14,965	$992,628
SWX	Southwest Gas Holdings, Inc.	11,345	$985,880
XOM	Exxon Mobil Corp	5,736	$973,169
MIRM	Mirum Pharmaceuticals, Inc.	10,457	$966,017
ALB	Albemarle Corp	5,340	$958,690
CRUS	Cirrus Logic, Inc.	6,461	$934,389
UFCS	United Fire Group Inc	25,171	$932,837
WTS	Watts Water Technologies Inc	3,173	$921,090
AUPH	Aurinia Pharmaceuticals Inc.	60,813	$901,248
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SNOW	Snowflake Inc.	55,473	$12,168,557
SPOT	Spotify Technology S.A.	18,620	$10,812,820
NVO	Novo Nordisk A S	208,905	$10,629,086
NFLX	Netflix Inc	99,512	$9,330,245
MELI	Mercadolibre Inc	4,284	$8,629,089
EXE	EXPAND ENERGY Corp	77,230	$8,523,102
DHI	Horton D R Inc /De/	55,515	$7,995,825
DG	Dollar General Corp	56,918	$7,557,002
TPR	Tapestry, Inc.	8,842	$1,129,742
TBPH	Theravance Biopharma, Inc.	59,371	$1,110,831
TTAN	ServiceTitan, Inc.	9,594	$1,021,761
MLI	Mueller Industries Inc	8,627	$990,379
UGI	Ugi Corp /Pa/	26,443	$989,761
ULTA	Ulta Beauty, Inc.	1,627	$984,351
TPB	Turning Point Brands, Inc.	9,053	$981,345
LAUR	Laureate Education, Inc.	29,096	$979,662
STRT	Strattec Security Corp	12,609	$960,049
FTI	TechnipFMC plc	21,193	$944,360
CDE	Coeur Mining, Inc.	52,086	$928,693
RBRK	Rubrik, Inc.	12,059	$922,272
MEDP	Medpace Holdings, Inc.	1,637	$919,421
OPLN	OPENLANE, Inc.	30,526	$909,064
AGX	Argan Inc	2,889	$905,181
IBEX	IBEX Ltd	23,035	$879,476
EVR	Evercore Inc.	2,581	$878,185
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $49,863,977 total · Consumer Cyclical only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSLA	Tesla, Inc. Consumer Cyclical	Added	53,123	+4,278	$19,748,475	−10.1%	39.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	79,338	+14,235	$16,523,725	+10.0%	33.14%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,014	+352	$1,977,944	+1.5%	3.97%
NKE	NIKE, Inc. Consumer Cyclical	Added	33,459	+1,432	$1,767,304	−13.4%	3.54%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,479	+1,724	$1,392,028	+65.3%	2.79%
DRI	Darden Restaurants Inc Consumer Cyclical	Added	6,957	+380	$1,363,850	+12.7%	2.74%
LEN	Lennar Corp /New/ Consumer Cyclical	Reduced	14,029	-275	$1,218,278	−17.1%	2.44%
PKG	Packaging Corp Of America Consumer Cyclical	Added	5,530	+235	$1,173,576	+7.5%	2.35%
FIVE	Five Below, Inc Consumer Cyclical	Reduced	4,680	-1,262	$1,069,286	−4.5%	2.14%
EYE	National Vision Holdings, Inc. Consumer Cyclical	NEW	34,314	NEW	$888,732	NEW	1.78%
RL	Ralph Lauren Corp Consumer Cyclical	Added	2,528	+83	$869,606	+0.6%	1.74%
CTRN	Citi Trends Inc Consumer Cyclical	Reduced	18,849	-5,063	$816,538	−17.8%	1.64%
DDS	Dillard's, Inc. Consumer Cyclical	NEW	1,395	NEW	$798,093	NEW	1.60%
YUM	Yum Brands Inc Consumer Cyclical	Held	1,650	0	$256,542	+2.8%	0.51%