Sierra Capital LLC
Top Portfolio Positions
57 positions ·
$148,053,675 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
107,450 | $27,269,735 | 18.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
47,237 | $22,635,970 | 15.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
68,013 | $14,165,067 | 9.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
42,252 | $12,149,985 | 8.21% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
182,613 | $8,902,383 | 6.01% | |
| MSFT |
Microsoft Corp
Technology
|
15,901 | $5,886,073 | 3.98% | |
| META |
Meta Platforms, Inc.
Communication Services
|
10,158 | $5,811,696 | 3.93% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,018 | $5,214,426 | 3.52% | |
| NVDA |
Nvidia Corp
Technology
|
28,089 | $4,898,721 | 3.31% | |
| SHEL |
Shell plc
Energy
|
26,016 | $2,419,488 | 1.63% |
Portfolio Trend
21 quarters · across all stocks
Holdings in EZBC
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,311,806 | 33,473 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,169,113 | 23,105 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,291,161 | 19,501 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,244,592 | 19,939 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $952,286 | 19,939 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,079,696 | 19,939 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $734,153 | 19,939 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $691,455 | 19,858 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $817,951 | 19,858 | Shares | Sole | 2024-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||