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Funds / Sierra Summit Advisors LLC
Institutional Fund

Sierra Summit Advisors LLC

Incline Village, NVCIK 20126145 filings on record

Portfolio Value
$688.12M
Q1 2026
Holdings
180
Reported positions
New Buys
57
Opened this quarter
QoQ Change
+5.5%
from $652.26M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Nvidia Corporation5.8%
  • Apple Inc4.1%
  • Alphabet Inc3.6%
  • Tesla Inc2.9%
  • Lumentum Hldgs Inc2.6%
  • Eli Lilly & Co2.6%
  • Other78.5%

Portfolio Holdings

180 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Nvidia Corporation228.3K$39.81M5.8%+4.3KAdded
2Apple Inc111.6K$28.31M4.1%+13.5KAdded
3Alphabet Inc85.8K$24.68M3.6%+3.4KAdded
4Tesla Inc53.1K$19.75M2.9%+4.3KAdded
5Lumentum Hldgs Inc25.5K$17.95M2.6%+25.5KNew
6Eli Lilly & Co19.3K$17.75M2.6%+3.7KAdded
7Citigroup Inc148.8K$16.88M2.5%30.3KReduced
8Vertiv Holdings Co66.0K$16.53M2.4%26.0KReduced
9Amazon Com Inc79.3K$16.52M2.4%+14.2KAdded
10Ge Vernova Inc18.3K$15.97M2.3%14.0KReduced

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