Sierra Capital LLC

Position in AXP — American Express Co

CIK 1787274 MIAMI, FL

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$807,064

+$85,347 QoQ

Shares Held

2,386

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,700

of 3,006 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sierra Capital LLC holds $2,506,518 across 4 Credit Services names. AXP ranks #2 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,659	$912,276
2	AXP	American Express Co This page	2,386	$807,064
3	MA	Mastercard Inc	1,440	$739,584
4	SUIG	SUI Group Holdings Ltd.	41,030	$47,594

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$807,064	2,386	0.0%	Shares	Sole	2026-08-14
2026-03-31	$721,717	2,386	+138.4%	Shares	Sole	2026-05-15
2025-12-31	$370,319	1,001	0.0%	Shares	Sole	2026-02-18
2025-09-30	$332,492	1,001	0.0%	Shares	Sole	2025-11-14
2025-06-30	$319,298	1,001	0.0%	Shares	Sole	2025-08-11
2025-03-31	$269,319	1,001	-46.3%	Shares	Sole	2025-04-30
2024-12-31	$552,919	1,863	-4.9%	Shares	Sole	2025-02-04
2024-09-30	$531,552	1,960	+30.8%	Shares	Sole	2024-10-21
2022-12-31	$221,477	1,499	+12.8%	Shares	Sole	2023-02-08
2022-09-30	$179,295	1,329	-50.3%	Shares	Sole	2022-11-04
2022-06-30	$370,947	2,676	-1.2%	Shares	Sole	2022-08-04
2022-03-31	$506,583	2,709	+0.8%	Shares	Sole	2022-05-03
2021-12-31	$439,756	2,688	+170.7%	Shares	Sole	2022-02-10
2021-09-30	$166,357	993	0.0%	Shares	Sole	2021-11-02
2021-06-30	$164,073	993	-31.9%	Shares	Sole	2021-07-22
2021-03-31	$206,219	1,458	—	Shares	Sole	2021-05-28
No filing history on record for this holder in this stock.