Sierra Summit Advisors LLC

Name: SIERRA SUMMIT ADVISORS LLC 13F holdings, Q4 2024
Creator: SIERRA SUMMIT ADVISORS LLC
Published: 2025-02-13

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Sierra Summit Advisors LLC reported 148 stock positions worth $497.9 million. Its top holding was Nvidia (NVDA) at 5.9% of the portfolio, followed by Apple (AAPL, 5.5%) and Alphabet Class A (GOOGL, 3.9%). Compared with Q3 2024, it opened 39 new positions, sold out of 27, added to 59 and reduced 36. The biggest buy was a new position in Block (XYZ) and the biggest sale Pfizer (PFE, shares −95%).

Most Recent 13F: Q2 2026
Location: INCLINE VILLAGE, NV
CIK: 0002012614
Portfolio Value: $497.9M (Q4 2024)
SEC Filing: 0001104659-25-012601 ↗ filed Feb 13, 2025

Holdings Value

Holdings 148 stocks · $497.9M


NVDA Nvidia Corp.	5.87%	217,705	$29.2M	Add +5.4%
AAPL Apple Inc.	5.46%	108,615	$27.2M	Reduce -4.6%
GOOGL Alphabet Inc. Class A	3.88%	101,923	$19.3M	Add +15.1%
TSLA Tesla Inc.	3.76%	46,399	$18.7M	Add +57.1%
AMZN Amazon.com Inc.	3.43%	77,785	$17.1M	Add +3.8%
META Meta Platforms Inc. Class A	3.26%	27,760	$16.3M	Add +7.8%
PANW Palo Alto Networks Inc.	2.80%	76,639	$13.9M	Add +8.3%
BX Blackstone Inc.	2.72%	78,412	$13.5M	Add +8.0%
XYZ Block Inc.	2.70%	158,309	$13.5M	New
IWM iShares Russell 2000 ETF	2.66%	59,969	$13.3M	Reduce -30.2%
GLW Corning Inc.	2.58%	270,694	$12.9M	Add +1031.4%
QUANTA SVCS INC	2.52%	39,671	$12.5M	Add +11.8%
MRVL Marvell Technology Inc.	2.46%	110,925	$12.3M	New
C Citigroup Inc.	2.37%	167,534	$11.8M	Add +4319.3%
LRCX Lam Research Corp.	2.35%	162,242	$11.7M	Add +33.0%
ISRG Intuitive Surgical Inc.	2.25%	21,449	$11.2M	Reduce -0.0%
VRT Vertiv Holdings Co. Class A	2.13%	93,136	$10.6M	Add +24.9%
BSX Boston Scientific Corp.	2.12%	118,350	$10.6M	Add +7.4%
CRBG Corebridge Financial Inc.	2.03%	338,471	$10.1M	Add +14.5%
NFLX Netflix Inc.	1.94%	10,811	$9.6M	Add +24.1%
RL Ralph Lauren Corp.	1.90%	40,944	$9.5M	New
ANET Arista Networks Inc.	1.81%	81,430	$9.0M	New
GEV GE Vernova Inc.	1.77%	26,772	$8.8M	Reduce -27.6%
MELI MercadoLibre Inc.	1.76%	5,163	$8.8M	Add +7.7%
FSLR First Solar Inc.	1.74%	49,285	$8.7M	Reduce -7.2%
TSM Taiwan Semiconductor-SP ADR	1.71%	43,223	$8.5M	New
LLY Eli Lilly & Co.	1.68%	10,856	$8.4M	Add +19.4%
BKNG Booking Holdings Inc.	1.66%	1,661	$8.3M	Reduce -8.7%
KVYO Klaviyo Inc. Class A	1.60%	192,816	$8.0M	New
BABA Alibaba Group Holding-SP ADR	1.30%	76,444	$6.5M	New
EME Emcor Group Inc.	1.11%	12,229	$5.6M	New
TMO Thermo Fisher Scientific Inc.	0.98%	9,405	$4.9M	Add +9.8%
AVGO Broadcom Inc.	0.95%	20,487	$4.7M	Add +10.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.64%	14,454	$3.2M	Add +29.9%
JPM JPMorgan Chase & Co.	0.63%	13,004	$3.1M	Reduce -7.9%
ABBV Abbvie Inc.	0.56%	15,687	$2.8M	Add +15.9%
INVESCO QQQ TR	0.52%	5,054	$2.6M	Reduce -5.8%
IXC iShares Global Energy ETF	0.49%	63,564	$2.4M	Add +4.2%
CMI Cummins Inc.	0.46%	6,531	$2.3M	Add +1.3%
SPY SS SPDR S&P 500 ETF Trust-US	0.45%	3,817	$2.2M	Reduce -1.3%
GILD Gilead Sciences Inc.	0.43%	23,075	$2.1M	Add +67.6%
HD Home Depot Inc.	0.42%	5,426	$2.1M	Add +31.1%
CSCO Cisco Systems Inc.	0.41%	34,881	$2.1M	Add +26.6%
JNJ Johnson & Johnson	0.40%	13,927	$2.0M	Add +23.9%
TGT Target Corp.	0.39%	14,354	$1.9M	Add +29.1%
MSFT Microsoft Corp.	0.37%	4,392	$1.9M	Reduce -82.4%
CB Chubb Ltd.	0.35%	6,361	$1.8M	Add +25.0%
UNH Unitedhealth Group Inc.	0.34%	3,322	$1.7M	Reduce -12.2%
GOOG Alphabet Inc. Class C	0.32%	8,370	$1.6M	No change
IJR iShares Core S&P Small-Cap E	0.31%	13,581	$1.6M	Reduce -0.1%
NRG NRG Energy Inc.	0.31%	17,027	$1.5M	Add +36.1%
MCD McDonald's Corp.	0.30%	5,160	$1.5M	Add +153.9%
GS Goldman Sachs Group Inc.	0.29%	2,550	$1.5M	Add +76.1%
JCI Johnson Controls Internation	0.27%	16,901	$1.3M	New
CME Cme Group Inc.	0.26%	5,622	$1.3M	No change
JNPR Juniper Networks Inc.	0.26%	34,473	$1.3M	Add +30.7%
KR Kroger Co.	0.25%	20,582	$1.3M	Add +166.7%
NSC Norfolk Southern Corp.	0.25%	5,348	$1.3M	New
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.25%	28,411	$1.2M	Add +16.1%
TFC Truist Financial Corp.	0.25%	28,404	$1.2M	New
GD General Dynamics Corp.	0.25%	4,672	$1.2M	Add +34.9%
AMD Advanced Micro Devices	0.24%	9,855	$1.2M	Reduce -82.2%
ZION Zions Bancorp NA	0.24%	21,701	$1.2M	Add +26.2%
PKG Packaging Corp. of America	0.23%	5,075	$1.1M	Add +23.1%
TSN Tyson Foods Inc. Class A	0.23%	19,877	$1.1M	Add +32.5%
EEM iShares MSCI Emerging Market	0.21%	24,750	$1.0M	No change
NUE Nucor Corp.	0.21%	8,813	$1.0M	Add +153.9%
OMC Omnicom Group	0.20%	11,668	$1.0M	Add +37.4%
BMY Bristol-Myers Squibb Co.	0.20%	17,541	$992K	New
ORCL Oracle Corp.	0.19%	5,604	$934K	Reduce -2.9%
MRK Merck & Co. Inc.	0.18%	9,171	$912K	Add +32.1%
SBUX Starbucks Corp.	0.18%	9,900	$903K	New
NECB Northeast Community Bancorp	0.18%	35,748	$874K	Reduce -6.5%
BLK BlackRock Inc.	0.17%	845	$866K	Add +26.3%
PTGX Protagonist Therapeutics Inc.	0.17%	22,282	$860K	Add +5.3%
PG The Procter & Gamble Co.	0.17%	5,039	$845K	New
ACN Accenture PLC Class A	0.16%	2,305	$811K	Reduce -6.9%
SMMD iShares Russell 2500 ETF	0.16%	11,901	$809K	New
IYW iShares Ustechnology ETF	0.15%	4,812	$768K	No change
EVRG Evergy Inc.	0.15%	12,254	$754K	Add +33.0%
NTRS Northern Trust Corp.	0.15%	7,160	$734K	Add +28.8%
XLRE SS Real Estate Select Sector	0.15%	17,802	$724K	Add +33.7%
CBOE Cboe Global Markets Inc.	0.15%	3,704	$724K	Reduce -16.9%
WEC WEC Energy Group Inc.	0.14%	7,402	$696K	Add +32.8%
AEP American Electric Power	0.14%	7,407	$683K	Add +11.3%
XOM Exxon Mobil Corp.	0.13%	6,173	$664K	Add +28.0%
VUG Vanguard Mrngstar GR ETF-Sui	0.13%	1,582	$649K	Reduce -6.0%
FTI Technipfmc PLC	0.13%	22,222	$643K	Reduce -94.5%
RTX CORPORATION	0.13%	5,545	$642K	Reduce -28.1%
DOX Amdocs Ltd.	0.12%	7,127	$607K	Add +29.6%
STLD Steel Dynamics Inc.	0.12%	5,195	$593K	Reduce -10.2%
SRE Sempra	0.12%	6,754	$592K	Add +31.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.12%	5,278	$588K	Reduce -11.1%
EVER Everquote Inc. Class A	0.12%	29,255	$585K	New
IDCC Interdigital Inc.	0.12%	3,009	$583K	New
CALM Cal-Maine Foods Inc.	0.12%	5,646	$581K	New
IJH iShares Core S&P Midcap ETF	0.12%	9,263	$577K	Add +3.5%
CXW Corecivic Inc.	0.12%	26,398	$574K	New
LRN Stride Inc.	0.11%	5,452	$567K	New
DORM Dorman Products Inc.	0.11%	4,361	$565K	New
HWKN Hawkins Inc.	0.11%	4,605	$565K	New
SYF Synchrony Financial	0.11%	8,639	$562K	New
SKYW Skywest Inc.	0.11%	5,601	$561K	New
TLN Talen Energy Corp.	0.11%	2,783	$561K	New
ZG Zillow Group Inc. Class A	0.11%	7,842	$556K	New
EAT Brinker International Inc.	0.11%	4,199	$555K	New
ANF Abercrombie & Fitch Co. Class A	0.11%	3,697	$553K	New
CVLT Commvault Systems Inc.	0.11%	3,659	$552K	New
POWL Powell Industries Inc.	0.11%	2,483	$550K	New
UI Ubiquiti Inc.	0.11%	1,655	$549K	New
CLS Celestica Inc.	0.11%	5,883	$543K	New
PFE Pfizer Inc.	0.11%	20,429	$542K	Reduce -94.6%
DUK Duke Energy Corp.	0.11%	4,969	$535K	Add +32.0%
ADM Archer-Daniels-Midland Co.	0.11%	10,433	$527K	Add +34.7%
KMB Kimberly-Clark Corp.	0.10%	3,987	$522K	Add +34.1%
P Everpure Inc. Class A filed as PURE STORAGE INC	0.10%	8,467	$520K	Reduce -7.6%
AFL Aflac Inc.	0.10%	5,000	$517K	No change
DAVE Dave Inc.	0.10%	5,875	$511K	New
INOD Innodata Inc.	0.10%	12,862	$508K	New
QCOM Qualcomm Inc.	0.10%	3,268	$502K	Reduce -64.5%
WMB Williams Cos Inc.	0.10%	8,938	$484K	Reduce -5.8%
HIMS Hims & Hers Health Inc.	0.10%	20,003	$484K	New
GFI Gold Fields Ltd.-Spons ADR	0.10%	36,553	$483K	Add +22.6%
CRM Salesforce Inc.	0.09%	1,390	$465K	No change
NGVC Natural Grocers BY Vitamin C	0.09%	11,130	$442K	New
VEU Vanguard Ftse All-World Ex-U	0.09%	7,673	$441K	Reduce -6.0%
WMT Walmart Inc.	0.09%	4,800	$434K	No change
REGN Regeneron Pharmaceuticals	0.08%	585	$417K	No change
PEP Pepsico Inc.	0.08%	2,718	$413K	Add +18.2%
ABT Abbott Laboratories	0.08%	3,500	$396K	No change
TZOO Travelzoo	0.08%	19,739	$394K	New
WFC Wells Fargo & Co.	0.07%	5,268	$370K	No change
SCHA Schwab US Small-Cap ETF	0.07%	14,277	$369K	Add +3.4%
SCHX Schwab US Large-Cap ETF	0.07%	14,995	$348K	Reduce -4.4%
CYRX Cryoport Inc.	0.07%	42,910	$334K	No change
YUM Yum! Brands Inc.	0.06%	2,400	$322K	No change
SCHB Schwab US Broad Market ETF	0.06%	14,085	$320K	No change
CRWD CrowdStrike Holdings Inc. Class A	0.06%	910	$311K	New
V Visa Inc. Class A	0.06%	972	$307K	Reduce -46.4%
CEG Constellation Energy	0.06%	1,347	$301K	No change
MU Micron Technology Inc.	0.06%	3,578	$301K	Reduce -7.8%
HES Hess Corp.	0.06%	2,201	$293K	Reduce -61.4%
CVX Chevron Corp.	0.05%	1,710	$248K	Reduce -20.5%
OEF iShares S&P 100 ETF	0.05%	808	$233K	Reduce -38.6%
LEN Lennar Corp. Class A	0.04%	1,639	$224K	Reduce -14.6%
SCHW Schwab (charles) Corp.	0.04%	3,000	$222K	Reduce -6.3%
IYC iShares US Consumer Discreti	0.04%	2,235	$215K	New
VZ Verizon Communications Inc.	0.04%	5,273	$211K	Reduce -4.8%

Portfolio Sells Q3 2024 → Q4 2024


PFE Pfizer Inc.	Reduce -94.6%	0.11%	−2.42
FTI Technipfmc PLC	Reduce -94.5%	0.13%	−2.29
ICLR Icon PLC	Sold out	0.00%	−2.25
MSFT Microsoft Corp.	Reduce -82.4%	0.37%	−2.10
AMD Advanced Micro Devices	Reduce -82.2%	0.24%	−1.85
IWM iShares Russell 2000 ETF	Reduce -30.2%	2.66%	−1.70
STZ Constellation Brands Inc. Class A	Sold out	0.00%	−1.65
ACM Aecom	Sold out	0.00%	−1.56
ULTA Ulta Beauty Inc.	Sold out	0.00%	−1.51
CSX CSX Corp.	Sold out	0.00%	−1.50
PSX Phillips 66	Sold out	0.00%	−1.36
FSLR First Solar Inc.	Reduce -7.2%	1.74%	−1.30
AAPL Apple Inc.	Reduce -4.6%	5.46%	−0.63
GEV GE Vernova Inc.	Reduce -27.6%	1.77%	−0.40
CMCSA Comcast Corp. Class A	Sold out	0.00%	−0.34
QCOM Qualcomm Inc.	Reduce -64.5%	0.10%	−0.26
AMGN Amgen Inc.	Sold out	0.00%	−0.24
ITGR Integer Holdings Corp.	Sold out	0.00%	−0.22
MHO M/I Homes Inc.	Sold out	0.00%	−0.20
ASTH Astrana Health Inc.	Sold out	0.00%	−0.20
VLGEA Village Super Market Class A	Sold out	0.00%	−0.20
HSTM Healthstream Inc.	Sold out	0.00%	−0.19
ADUS Addus Homecare Corp.	Sold out	0.00%	−0.19
MLR Miller Industries Inc.	Sold out	0.00%	−0.18
ISRG Intuitive Surgical Inc.	Reduce -0.0%	2.25%	−0.17
UNH Unitedhealth Group Inc.	Reduce -12.2%	0.34%	−0.17
HMC Honda Motor Co. Ltd.-Spons ADR	Sold out	0.00%	−0.16
GPC Genuine Parts Co.	Sold out	0.00%	−0.13
IPG Interpublic Group of Cos Inc.	Sold out	0.00%	−0.13
DOW Dow Inc.	Sold out	0.00%	−0.12
HES Hess Corp.	Reduce -61.4%	0.06%	−0.12
CPB The Campbell's Company	Sold out	0.00%	−0.11
BKNG Booking Holdings Inc.	Reduce -8.7%	1.66%	−0.10
BELFA Bel Fuse Inc. Class A	Sold out	0.00%	−0.10
SPDW Ste STR SPDR PT DW Eu ETF	Sold out	0.00%	−0.09
RTX CORPORATION	Reduce -28.1%	0.13%	−0.09
INVESCO QQQ TR	Reduce -5.8%	0.52%	−0.08
MGA Magna International Inc.	Sold out	0.00%	−0.08
PII Polaris Inc.	Sold out	0.00%	−0.08
CBOE Cboe Global Markets Inc.	Reduce -16.9%	0.15%	−0.06
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -1.3%	0.45%	−0.06
JPM JPMorgan Chase & Co.	Reduce -7.9%	0.63%	−0.06
NECB Northeast Community Bancorp	Reduce -6.5%	0.18%	−0.06
V Visa Inc. Class A	Reduce -46.4%	0.06%	−0.05
IJR iShares Core S&P Small-Cap E	Reduce -0.1%	0.31%	−0.05
STLD Steel Dynamics Inc.	Reduce -10.2%	0.12%	−0.05
KLAC KLA Corp.	Sold out	0.00%	−0.05
CL Colgate-Palmolive Co.	Sold out	0.00%	−0.05
VLO Valero Energy Corp.	Sold out	0.00%	−0.05
ORCL Oracle Corp.	Reduce -2.9%	0.19%	−0.04

Portfolio Buys Q3 2024 → Q4 2024


XYZ Block Inc.	New	2.70%	+2.70
MRVL Marvell Technology Inc.	New	2.46%	+2.46
GLW Corning Inc.	Add +1031.4%	2.58%	+2.34
C Citigroup Inc.	Add +4319.3%	2.37%	+2.31
TSLA Tesla Inc.	Add +57.1%	3.76%	+1.99
RL Ralph Lauren Corp.	New	1.90%	+1.90
ANET Arista Networks Inc.	New	1.81%	+1.81
TSM Taiwan Semiconductor-SP ADR	New	1.71%	+1.71
KVYO Klaviyo Inc. Class A	New	1.60%	+1.60
BABA Alibaba Group Holding-SP ADR	New	1.30%	+1.30
EME Emcor Group Inc.	New	1.11%	+1.11
NFLX Netflix Inc.	Add +24.1%	1.94%	+0.52
GOOGL Alphabet Inc. Class A	Add +15.1%	3.88%	+0.50
VRT Vertiv Holdings Co. Class A	Add +24.9%	2.13%	+0.42
JCI Johnson Controls Internation	New	0.27%	+0.27
NSC Norfolk Southern Corp.	New	0.25%	+0.25
TFC Truist Financial Corp.	New	0.25%	+0.25
AVGO Broadcom Inc.	Add +10.9%	0.95%	+0.22
AMZN Amazon.com Inc.	Add +3.8%	3.43%	+0.22
BMY Bristol-Myers Squibb Co.	New	0.20%	+0.20
SBUX Starbucks Corp.	New	0.18%	+0.18
PG The Procter & Gamble Co.	New	0.17%	+0.17
GILD Gilead Sciences Inc.	Add +67.6%	0.43%	+0.16
SMMD iShares Russell 2500 ETF	New	0.16%	+0.16
BX Blackstone Inc.	Add +8.0%	2.72%	+0.16
MCD McDonald's Corp.	Add +153.9%	0.30%	+0.16
KR Kroger Co.	Add +166.7%	0.25%	+0.15
GS Goldman Sachs Group Inc.	Add +76.1%	0.29%	+0.13
EVER Everquote Inc. Class A	New	0.12%	+0.12
IDCC Interdigital Inc.	New	0.12%	+0.12
CALM Cal-Maine Foods Inc.	New	0.12%	+0.12
CXW Corecivic Inc.	New	0.12%	+0.12
LRN Stride Inc.	New	0.11%	+0.11
DORM Dorman Products Inc.	New	0.11%	+0.11
HWKN Hawkins Inc.	New	0.11%	+0.11
SYF Synchrony Financial	New	0.11%	+0.11
SKYW Skywest Inc.	New	0.11%	+0.11
TLN Talen Energy Corp.	New	0.11%	+0.11
EAT Brinker International Inc.	New	0.11%	+0.11
ZG Zillow Group Inc. Class A	New	0.11%	+0.11
ANF Abercrombie & Fitch Co. Class A	New	0.11%	+0.11
CVLT Commvault Systems Inc.	New	0.11%	+0.11
POWL Powell Industries Inc.	New	0.11%	+0.11
UI Ubiquiti Inc.	New	0.11%	+0.11
CLS Celestica Inc.	New	0.11%	+0.11
NVDA Nvidia Corp.	Add +5.4%	5.87%	+0.10
DAVE Dave Inc.	New	0.10%	+0.10
INOD Innodata Inc.	New	0.10%	+0.10
HIMS Hims & Hers Health Inc.	New	0.10%	+0.10
NGVC Natural Grocers BY Vitamin C	New	0.09%	+0.09

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	185	$895.4M	NVDA, ALAB, MU, GOOGL, AAPL
Q1 2026	180	$688.1M	NVDA, AAPL, GOOGL, TSLA, LITE
Q4 2025	171	$652.3M	NVDA, AAPL, GOOGL, TSLA, GEV
Q3 2025	177	$656.0M	NVDA, AAPL, TSLA, GOOGL, HOOD
Q2 2025	177	$561.7M	NVDA, AAPL, GOOGL, HOOD, TSLA
Q1 2025	177	$461.6M	AAPL, NVDA, GOOGL, AMZN, NFLX
Q4 2024	148	$497.9M	NVDA, AAPL, GOOGL, TSLA, AMZN
Q3 2024	136	$435.1M	AAPL, NVDA, IWM, META, GOOGL
Q2 2024	143	$403.1M	NVDA, AAPL, GOOGL, AMZN, ISRG
Q1 2024	144	$367.5M	AAPL, NVDA, GOOGL, AMZN, IWM