Sierra Summit Advisors LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Sierra Summit Advisors LLC reported 180 stock positions worth $688.1 million. Its top holding was Nvidia (NVDA) at 5.8% of the portfolio, followed by Apple (AAPL, 4.1%) and Alphabet Class A (GOOGL, 3.6%). Compared with Q4 2025, it opened 57 new positions, sold out of 48, added to 88 and reduced 26. The biggest buy was a new position in Lumentum (LITE) and the biggest sale First Solar (FSLR, shares −87%).

Most Recent 13F
Q2 2026
Location
INCLINE VILLAGE, NV
CIK
0002012614
Portfolio Value
$688.1M (Q1 2026)
SEC Filing
0001104659-26-049351 ↗ filed Apr 27, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $367.5M Q1 2024 Q2 2024: $403.1M Q2 2024 Q3 2024: $435.1M Q3 2024 Q4 2024: $497.9M Q4 2024 Q1 2025: $461.6M Q1 2025 Q2 2025: $561.7M Q2 2025 Q3 2025: $656.0M Q3 2025 Q4 2025: $652.3M Q4 2025 Q1 2026: $688.1M $688.1M Q1 2026 Q2 2026: $895.4M Q2 2026

Holdings 180 stocks · $688.1M
NVDA Nvidia Corp. 5.79% 228,269 $39.8M Add +1.9%
AAPL Apple Inc. 4.11% 111,560 $28.3M Add +13.7%
GOOGL Alphabet Inc. Class A 3.59% 85,828 $24.7M Add +4.1%
TSLA Tesla Inc. 2.87% 53,123 $19.7M Add +8.8%
LITE Lumentum Holdings Inc. 2.61% 25,547 $18.0M New
LLY Eli Lilly & Co. 2.58% 19,293 $17.7M Add +24.1%
C Citigroup Inc. 2.45% 148,800 $16.9M Reduce -16.9%
VRT Vertiv Holdings Co. Class A 2.40% 65,960 $16.5M Reduce -28.3%
AMZN Amazon.com Inc. 2.40% 79,338 $16.5M Add +21.9%
GEV GE Vernova Inc. 2.32% 18,290 $16.0M Reduce -43.4%
CVX Chevron Corp. 2.32% 77,124 $16.0M Add +3344.6%
RKT Rocket Cos Inc. Class A 1.98% 956,485 $13.6M Add +4.5%
HOOD Robinhood Markets Inc. Class A 1.97% 195,255 $13.5M Add +39.6%
META Meta Platforms Inc. Class A 1.91% 23,026 $13.2M Add +14.4%
DE Deere & Co. 1.90% 23,252 $13.1M New
UAL United Airlines Holdings Inc. 1.89% 141,310 $13.0M Add +3.2%
EME Emcor Group Inc. 1.75% 16,264 $12.0M Add +7.3%
PLTR Palantir Technologies Inc. Class A 1.72% 81,092 $11.9M New
STLD Steel Dynamics Inc. 1.72% 65,894 $11.9M Add +5.7%
SHOP Shopify Inc. Class A 1.67% 97,102 $11.5M Add +4.0%
ISRG Intuitive Surgical Inc. 1.65% 24,695 $11.4M Add +1.0%
LRCX Lam Research Corp. 1.61% 51,715 $11.0M Reduce -30.0%
ALAB Astera Labs Inc. 1.60% 100,229 $11.0M Add +4.8%
PWR Quanta Services Inc. 1.53% 19,170 $10.5M Reduce -31.5%
ANET Arista Networks Inc. 1.52% 84,971 $10.4M Add +8.6%
APP AppLovin Corp. Class A 1.51% 26,162 $10.4M Add +41.5%
TER Teradyne Inc. 1.48% 34,350 $10.2M New
RDDT Reddit Inc. Class A 1.48% 75,536 $10.2M Add +92.9%
MU Micron Technology Inc. 1.47% 29,995 $10.1M Add +1246.3%
ALNY Alnylam Pharmaceuticals Inc. 1.46% 30,298 $10.0M New
FCX Freeport-McMoran Inc. 1.39% 162,597 $9.6M New
EQT Eqt Corp. 1.39% 149,911 $9.5M New
MRVL Marvell Technology Inc. 1.37% 94,925 $9.4M New
CEG Constellation Energy 1.35% 33,248 $9.3M Add +89.9%
CME Cme Group Inc. 1.28% 29,715 $8.8M Add +461.0%
BA The Boeing Co. 1.05% 36,321 $7.2M New
SNPS Synopsys Inc. 1.02% 17,629 $7.0M New
WFC Wells Fargo & Co. 0.74% 64,059 $5.1M Add +1144.3%
IXC iShares Global Energy ETF 0.59% 70,360 $4.1M Add +4.6%
CAT Caterpillar Inc. 0.57% 5,547 $3.9M Add +89.5%
ABBV Abbvie Inc. 0.56% 17,755 $3.9M Add +11.5%
JPM JPMorgan Chase & Co. 0.55% 12,957 $3.8M Add +19.6%
JNJ Johnson & Johnson 0.55% 15,359 $3.8M Add +8.2%
VOO Vanguard S&P 500 ETF 0.50% 5,724 $3.4M New
CSCO Cisco Systems Inc. 0.45% 40,038 $3.1M Add +7.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.44% 4,654 $3.0M Add +2.0%
CMI Cummins Inc. 0.43% 5,500 $3.0M Reduce -19.4%
AVGO Broadcom Inc. 0.43% 9,474 $2.9M Reduce -5.0%
MRK Merck & Co. Inc. 0.38% 21,563 $2.6M Add +7.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.37% 10,388 $2.5M Reduce -8.5%
WMB Williams Cos Inc. 0.36% 34,433 $2.5M Add +1.7%
JCI Johnson Controls Internation 0.36% 19,123 $2.5M Add +6.3%
ADM Archer-Daniels-Midland Co. 0.36% 33,993 $2.5M Add +4.7%
GILD Gilead Sciences Inc. 0.35% 17,509 $2.4M Reduce -27.5%
GS Goldman Sachs Group Inc. 0.35% 2,871 $2.4M Add +6.4%
QQQ Invesco QQQ Trust Series 1 0.35% 4,169 $2.4M Add +3.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.34% 48,693 $2.4M Add +8.2%
NEE Nextera Energy Inc. 0.34% 25,418 $2.4M Add +141.2%
MCHP Microchip Technology Inc. 0.33% 35,069 $2.3M Add +4.8%
ZION Zions Bancorp NA 0.29% 35,172 $2.0M Add +4.3%
HD Home Depot Inc. 0.29% 6,014 $2.0M Add +6.2%
CB Chubb Ltd. 0.27% 5,784 $1.9M Add +4.6%
UNH Unitedhealth Group Inc. 0.27% 6,912 $1.9M Add +3.2%
GOOG Alphabet Inc. Class C 0.27% 6,364 $1.8M No change
ADI Analog Devices Inc. 0.26% 5,698 $1.8M Add +3.8%
TSN Tyson Foods Inc. Class A 0.26% 27,866 $1.8M Add +4.5%
NKE Nike Inc. Class B 0.26% 33,459 $1.8M Add +4.5%
GD General Dynamics Corp. 0.25% 5,075 $1.7M Add +4.7%
SM SM Energy Co. 0.25% 55,288 $1.7M New
GLW Corning Inc. 0.25% 12,664 $1.7M Reduce -33.3%
NSC Norfolk Southern Corp. 0.24% 5,868 $1.7M Add +4.5%
KR Kroger Co. 0.24% 22,895 $1.7M Add +4.0%
NUE Nucor Corp. 0.23% 9,336 $1.6M Add +4.8%
FSLR First Solar Inc. 0.23% 7,962 $1.6M Reduce -86.5%
QCOM Qualcomm Inc. 0.22% 11,741 $1.5M Reduce -76.0%
PEP Pepsico Inc. 0.22% 9,578 $1.5M Add +282.2%
CMCSA Comcast Corp. Class A 0.21% 51,439 $1.5M Add +49.4%
BMY Bristol-Myers Squibb Co. 0.21% 24,179 $1.5M Add +5.0%
LMT Lockheed Martin Corp. 0.21% 2,338 $1.4M Add +3.9%
MCD McDonald's Corp. 0.20% 4,479 $1.4M Add +62.6%
NTRS Northern Trust Corp. 0.20% 9,949 $1.4M Add +32.9%
DRI Darden Restaurants Inc. 0.20% 6,957 $1.4M Add +5.8%
TIGO Millicom Intl Cellular S.A. 0.18% 16,985 $1.3M Reduce -3.8%
WMT Walmart Inc. 0.18% 9,909 $1.2M Add +98.4%
TPL Texas Pacific Land Corp. 0.18% 2,578 $1.2M New
LEN Lennar Corp. Class A 0.18% 14,029 $1.2M Reduce -1.9%
RTX RTX Corp. 0.17% 6,243 $1.2M Add +13.2%
PKG Packaging Corp. of America 0.17% 5,530 $1.2M Add +4.4%
ECG Everus Construction Group 0.17% 9,685 $1.1M Add +2.6%
STRL Sterling Infrastructure Inc. 0.17% 2,800 $1.1M Add +1.6%
XLRE SS Real Estate Select Sector 0.17% 27,846 $1.1M Add +53.1%
MKSI MKS Inc. 0.16% 4,879 $1.1M New
EVRG Evergy Inc. 0.16% 13,483 $1.1M Add +5.7%
VICR Vicor Corp. 0.16% 6,754 $1.1M New
GCT Gigacloud Technology Inc. Class A 0.16% 23,735 $1.1M New
FIVE Five Below 0.16% 4,680 $1.1M Reduce -21.2%
JBL Jabil Inc. 0.15% 3,972 $1.1M Reduce -3.6%
AEP American Electric Power 0.15% 7,985 $1.0M Add +6.2%
UVE Universal Insurance Holdings 0.15% 30,056 $1.0M Add +0.9%
CRWD CrowdStrike Holdings Inc. Class A 0.15% 2,610 $1.0M Add +186.8%
RPRX Royalty Pharma PLC Class A 0.15% 21,165 $1.0M Add +4.6%
IA Innovative Solutions & Supp 0.15% 48,672 $999K New
AA Alcoa Corp. 0.14% 14,965 $993K New
SWX Southwest Gas Holdings Inc. 0.14% 11,345 $986K New
WEC WEC Energy Group Inc. 0.14% 8,476 $981K Add +6.3%
XOM Exxon Mobil Corp. 0.14% 5,736 $973K New
IYW iShares Ustechnology ETF 0.14% 5,361 $973K Add +11.4%
MIRM Mirum Pharmaceuticals Inc. 0.14% 10,457 $966K New
TPC Tutor Perini Corp. 0.14% 12,480 $963K Reduce -6.7%
ALB Albemarle Corp. 0.14% 5,340 $959K New
OMC Omnicom Group 0.14% 12,634 $951K Add +6.2%
CRUS Cirrus Logic Inc. 0.14% 6,461 $934K New
UFCS United Fire Group Inc. 0.14% 25,171 $933K New
GFI Gold Fields Ltd.-Spons ADR 0.13% 20,350 $924K Add +4.8%
WTS Watts Water Technologies-A 0.13% 3,173 $921K New
VISN Vistance Networks Inc. 0.13% 50,228 $914K Add +4.7%
AUPH Aurinia Pharmaceuticals Inc. 0.13% 60,813 $901K New
ARWR Arrowhead Pharmaceuticals Inc. 0.13% 14,353 $900K New
BRK.B Berkshire Hathaway Inc. Class B 0.13% 1,877 $899K Add +29.5%
AEIS Advanced Energy Industries 0.13% 2,771 $894K New
INCY Incyte Corp. 0.13% 9,461 $890K New
EYE National Vision Holdings Inc. 0.13% 34,314 $889K New
SMMD iShares Russell 2500 ETF 0.13% 11,611 $887K Add +23.5%
LUNR Intuitive Machines Inc. 0.13% 47,561 $883K New
ALNT Allient Inc. 0.13% 14,914 $881K New
BLK BlackRock Inc. 0.13% 915 $880K Add +10.4%
BFH Bread Financial Holdings Inc. 0.13% 11,666 $874K New
RL Ralph Lauren Corp. 0.13% 2,528 $870K Add +3.4%
POWL Powell Industries Inc. 0.13% 1,602 $867K New
MCY Mercury General Corp. 0.13% 9,818 $865K Reduce -5.4%
MSFT Microsoft Corp. 0.12% 2,319 $858K Add +20.5%
AAOI Applied Optoelectronics Inc. 0.12% 10,102 $855K New
AUGO Aura Minerals Inc. 0.12% 10,302 $841K New
SANM Sanmina Corp. 0.12% 6,478 $840K New
PG The Procter & Gamble Co. 0.12% 5,798 $837K New
CTRN Citi Trends Inc. 0.12% 18,849 $817K Reduce -21.2%
AMD Advanced Micro Devices 0.12% 3,958 $805K Reduce -25.0%
PTCT PTC Therapeutics Inc. 0.12% 11,790 $803K Add +43.5%
DDS Dillards Inc. Class A 0.12% 1,395 $798K New
CBOE Cboe Global Markets Inc. 0.12% 2,829 $795K No change
TEX Terex Corp. 0.11% 13,183 $779K New
IDCC Interdigital Inc. 0.11% 2,570 $776K New
ZIM Zim Integrated Shipping Serv 0.11% 29,365 $774K Add +0.9%
SITM Sitime Corp. 0.11% 2,225 $768K New
CRDO Credo Technology Group Holdi 0.11% 8,103 $761K Add +160.3%
ITW Illinois Tool Works 0.11% 2,808 $731K New
VEU Vanguard Ftse All-World Ex-U 0.10% 9,189 $690K Reduce -0.5%
IJR iShares Core S&P Small-Cap E 0.10% 5,300 $659K Add +6.9%
IJH iShares Core S&P Midcap ETF 0.09% 8,950 $604K No change
RIGL Rigel Pharmaceuticals Inc. 0.08% 21,357 $577K Reduce -4.7%
DINO HF Sinclair Corp. 0.08% 8,869 $553K New
DGRW Wisdomtree U.S. Quality Divi 0.07% 5,600 $492K New
EMR Emerson Electric Co. 0.07% 3,684 $483K New
ORCL Oracle Corp. 0.07% 3,269 $481K Reduce -6.7%
SMTC Semtech Corp. 0.07% 5,968 $459K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 4,690 $452K Add +6.1%
ATRO Astronics Corp. 0.06% 6,529 $436K New
LEU Centrus Energy Corp. Class A 0.06% 2,428 $421K New
ABT Abbott Laboratories 0.06% 4,002 $411K Add +14.3%
SCHA Schwab US Small-Cap ETF 0.06% 13,815 $402K No change
ALGT Allegiant Travel Co. 0.06% 4,672 $379K New
CYRX Cryoport Inc. 0.05% 45,060 $373K No change
P Everpure Inc. Class A 0.05% 6,097 $360K Add +37.9%
SCHW Schwab (charles) Corp. 0.05% 3,400 $320K Add +13.3%
VLO Valero Energy Corp. 0.04% 1,219 $301K Reduce -96.7%
HON Honeywell International Inc. 0.04% 1,322 $299K Add +22.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 658 $288K Reduce -40.1%
VZ Verizon Communications Inc. 0.04% 5,112 $257K New
YUM Yum! Brands Inc. 0.04% 1,650 $257K No change
T AT&T Inc. 0.04% 8,464 $245K New
SCHX Schwab US Large-Cap ETF 0.03% 8,953 $230K No change
PFE Pfizer Inc. 0.03% 7,911 $222K New
REGN Regeneron Pharmaceuticals 0.03% 285 $220K No change
IYC iShares US Consumer Discreti 0.03% 2,235 $217K No change
NEM Newmont Corp. 0.03% 2,000 $217K Reduce -23.1%
IGM iShares Expanded Tech Sector 0.03% 1,800 $213K New
PANW Palo Alto Networks Inc. 0.03% 1,302 $209K New
CL Colgate-Palmolive Co. 0.03% 2,445 $208K New
BBJP JPMorgan Betabuilders Japan 0.03% 3,023 $208K New
XLF SS Financial Select Sector 0.03% 4,060 $200K Add +10.7%

Portfolio Sells Q4 2025 → Q1 2026
FSLR First Solar Inc. Reduce -86.5% 0.23% −2.14
SNOW Snowflake Inc. Sold out 0.00% −1.87
SPOT Spotify Technology SA Sold out 0.00% −1.66
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −1.63
NFLX Netflix Inc. Sold out 0.00% −1.43
MELI MercadoLibre Inc. Sold out 0.00% −1.32
EXE Expand Energy Corp. Sold out 0.00% −1.31
DHI D.R. Horton Inc. Sold out 0.00% −1.23
DG Dollar General Corp. Sold out 0.00% −1.16
QCOM Qualcomm Inc. Reduce -76.0% 0.22% −1.06
GEV GE Vernova Inc. Reduce -43.4% 2.32% −0.92
VLO Valero Energy Corp. Reduce -96.7% 0.04% −0.86
C Citigroup Inc. Reduce -16.9% 2.45% −0.75
LRCX Lam Research Corp. Reduce -30.0% 1.61% −0.33
PWR Quanta Services Inc. Reduce -31.5% 1.53% −0.28
TPR Tapestry Inc. Sold out 0.00% −0.17
TBPH Theravance Biopharma Inc. Sold out 0.00% −0.17
TTAN Servicetitan Inc. Class A Sold out 0.00% −0.16
MLI Mueller Industries Inc. Sold out 0.00% −0.15
UGI Ugi Corp. Sold out 0.00% −0.15
ULTA Ulta Beauty Inc. Sold out 0.00% −0.15
TPB Turning Point Brands Inc. Sold out 0.00% −0.15
LAUR Laureate Education Inc. Sold out 0.00% −0.15
IBM Intl Business Machines Corp. Reduce -8.5% 0.37% −0.15
REVG Rev Group Inc. Sold out 0.00% −0.15
STRT Strattec Security Corp. Sold out 0.00% −0.15
FTI Technipfmc PLC Sold out 0.00% −0.14
CDE Coeur Mining Inc. Sold out 0.00% −0.14
RBRK Rubrik Inc. Class A Sold out 0.00% −0.14
MEDP Medpace Holdings Inc. Sold out 0.00% −0.14
OPLN Openlane Inc. Sold out 0.00% −0.14
AGX Argan Inc. Sold out 0.00% −0.14
IBEX Ibex Ltd. Sold out 0.00% −0.13
EVR Evercore Inc. Class A Sold out 0.00% −0.13
ESQ Esquire Financial Holdings I Sold out 0.00% −0.13
MC Moelis & Co. Class A Sold out 0.00% −0.13
BLD Topbuild Corp. Sold out 0.00% −0.13
THC Tenet Healthcare Corp. Sold out 0.00% −0.13
HHH Howard Hughes Holdings Inc. Sold out 0.00% −0.13
HALO Halozyme Therapeutics Inc. Sold out 0.00% −0.13
KE Kimball Electronics Inc. Sold out 0.00% −0.13
DSTL Distillate US Fundamental St Sold out 0.00% −0.12
BKE The Buckle Inc. Sold out 0.00% −0.12
LOGI Logitech International-Reg Sold out 0.00% −0.11
DAVE Dave Inc. Sold out 0.00% −0.11
CMI Cummins Inc. Reduce -19.4% 0.43% −0.10
AVGO Broadcom Inc. Reduce -5.0% 0.43% −0.10
HCI Hci Group Inc. Sold out 0.00% −0.10
GILD Gilead Sciences Inc. Reduce -27.5% 0.35% −0.10
DUK Duke Energy Corp. Sold out 0.00% −0.09

Portfolio Buys Q4 2025 → Q1 2026
LITE Lumentum Holdings Inc. New 2.61% +2.61
CVX Chevron Corp. Add +3344.6% 2.32% +2.27
DE Deere & Co. New 1.90% +1.90
PLTR Palantir Technologies Inc. Class A New 1.72% +1.72
TER Teradyne Inc. New 1.48% +1.48
ALNY Alnylam Pharmaceuticals Inc. New 1.46% +1.46
FCX Freeport-McMoran Inc. New 1.39% +1.39
EQT Eqt Corp. New 1.39% +1.39
MU Micron Technology Inc. Add +1246.3% 1.47% +1.38
MRVL Marvell Technology Inc. New 1.37% +1.37
CME Cme Group Inc. Add +461.0% 1.28% +1.05
BA The Boeing Co. New 1.05% +1.05
SNPS Synopsys Inc. New 1.02% +1.02
WFC Wells Fargo & Co. Add +1144.3% 0.74% +0.67
VOO Vanguard S&P 500 ETF New 0.50% +0.50
CEG Constellation Energy Add +89.9% 1.35% +0.40
EME Emcor Group Inc. Add +7.3% 1.75% +0.32
CAT Caterpillar Inc. Add +89.5% 0.57% +0.31
SM SM Energy Co. New 0.25% +0.25
NEE Nextera Energy Inc. Add +141.2% 0.34% +0.21
TPL Texas Pacific Land Corp. New 0.18% +0.18
MKSI MKS Inc. New 0.16% +0.16
PEP Pepsico Inc. Add +282.2% 0.22% +0.16
VICR Vicor Corp. New 0.16% +0.16
IXC iShares Global Energy ETF Add +4.6% 0.59% +0.16
GCT Gigacloud Technology Inc. Class A New 0.16% +0.16
IA Innovative Solutions & Supp New 0.15% +0.15
AA Alcoa Corp. New 0.14% +0.14
SWX Southwest Gas Holdings Inc. New 0.14% +0.14
XOM Exxon Mobil Corp. New 0.14% +0.14
MIRM Mirum Pharmaceuticals Inc. New 0.14% +0.14
ALB Albemarle Corp. New 0.14% +0.14
CRUS Cirrus Logic Inc. New 0.14% +0.14
UFCS United Fire Group Inc. New 0.14% +0.14
WTS Watts Water Technologies-A New 0.13% +0.13
AUPH Aurinia Pharmaceuticals Inc. New 0.13% +0.13
ARWR Arrowhead Pharmaceuticals Inc. New 0.13% +0.13
AEIS Advanced Energy Industries New 0.13% +0.13
INCY Incyte Corp. New 0.13% +0.13
EYE National Vision Holdings Inc. New 0.13% +0.13
LUNR Intuitive Machines Inc. New 0.13% +0.13
ALNT Allient Inc. New 0.13% +0.13
BFH Bread Financial Holdings Inc. New 0.13% +0.13
POWL Powell Industries Inc. New 0.13% +0.13
AAOI Applied Optoelectronics Inc. New 0.12% +0.12
AUGO Aura Minerals Inc. New 0.12% +0.12
SANM Sanmina Corp. New 0.12% +0.12
PG The Procter & Gamble Co. New 0.12% +0.12
DDS Dillards Inc. Class A New 0.12% +0.12
TEX Terex Corp. New 0.11% +0.11

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 185$895.4MNVDA, ALAB, MU, GOOGL, AAPL
Q1 2026 180$688.1MNVDA, AAPL, GOOGL, TSLA, LITE
Q4 2025 171$652.3MNVDA, AAPL, GOOGL, TSLA, GEV
Q3 2025 177$656.0MNVDA, AAPL, TSLA, GOOGL, HOOD
Q2 2025 177$561.7MNVDA, AAPL, GOOGL, HOOD, TSLA
Q1 2025 177$461.6MAAPL, NVDA, GOOGL, AMZN, NFLX
Q4 2024 148$497.9MNVDA, AAPL, GOOGL, TSLA, AMZN
Q3 2024 136$435.1MAAPL, NVDA, IWM, META, GOOGL
Q2 2024 143$403.1MNVDA, AAPL, GOOGL, AMZN, ISRG
Q1 2024 144$367.5MAAPL, NVDA, GOOGL, AMZN, IWM