Filed: 4/27/2026ACC: 0001104659-26-049351
📋 What this filing means
SIERRA SUMMIT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 180 equity positions with a total reported market value of $688.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
180
Positions
$688.12M
Total AUM (reported)
5.41M
Total Shares
Allocation by class
COM$459.43M66.8%
COM CL A$54.10M7.9%
CL A$44.08M6.4%
COM NEW$39.31M5.7%
CAP STK CL A$24.68M3.6%
CL A SUB VTG SHS$11.52M1.7%
CL B$11.32M1.6%
Portfolio Concentration
Top 3$92.80M13.5%
4–10$121.34M17.6%
11–25$184.03M26.7%
Rest$289.95M42.1%
Top 3 weight
13.5%
Top 10 weight
31.1%
Voting Authority Distribution
Total shares with voting rights: 5.41M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.41M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole180
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings180
Rows:
NVIDIA CORPORATION
SOLEShares228.27K
TypeSH
Market value$39.81M
5.79%
Sole
0.00
Shared
0.00
None
228.27K
APPLE INC
SOLEShares111.56K
TypeSH
Market value$28.31M
4.11%
Sole
0.00
Shared
0.00
None
111.56K
ALPHABET INC
SOLEShares85.83K
TypeSH
Market value$24.68M
3.59%
Sole
0.00
Shared
0.00
None
85.83K
TESLA INC
SOLEShares53.12K
TypeSH
Market value$19.75M
2.87%
Sole
0.00
Shared
0.00
None
53.12K
LUMENTUM HLDGS INC
SOLEShares25.55K
TypeSH
Market value$17.95M
2.61%
Sole
0.00
Shared
0.00
None
25.55K
ELI LILLY & CO
SOLEShares19.29K
TypeSH
Market value$17.75M
2.58%
Sole
0.00
Shared
0.00
None
19.29K
CITIGROUP INC
SOLEShares148.80K
TypeSH
Market value$16.88M
2.45%
Sole
0.00
Shared
0.00
None
148.80K
VERTIV HOLDINGS CO
SOLEShares65.96K
TypeSH
Market value$16.53M
2.40%
Sole
0.00
Shared
0.00
None
65.96K
AMAZON COM INC
SOLEShares79.34K
TypeSH
Market value$16.52M
2.40%
Sole
0.00
Shared
0.00
None
79.34K
GE VERNOVA INC
SOLEShares18.29K
TypeSH
Market value$15.97M
2.32%
Sole
0.00
Shared
0.00
None
18.29K
CHEVRON CORPORATION
SOLEShares77.12K
TypeSH
Market value$15.96M
2.32%
Sole
0.00
Shared
0.00
None
77.12K
ROCKET COS INC
SOLEShares956.49K
TypeSH
Market value$13.63M
1.98%
Sole
0.00
Shared
0.00
None
956.49K
ROBINHOOD MKTS INC
SOLEShares195.25K
TypeSH
Market value$13.53M
1.97%
Sole
0.00
Shared
0.00
None
195.25K
META PLATFORMS INC
SOLEShares23.03K
TypeSH
Market value$13.17M
1.91%
Sole
0.00
Shared
0.00
None
23.03K
DEERE & CO
SOLEShares23.25K
TypeSH
Market value$13.10M
1.90%
Sole
0.00
Shared
0.00
None
23.25K
UNITED AIRLS HLDGS INC
SOLEShares141.31K
TypeSH
Market value$13.01M
1.89%
Sole
0.00
Shared
0.00
None
141.31K
EMCOR GROUP INC
SOLEShares16.26K
TypeSH
Market value$12.01M
1.75%
Sole
0.00
Shared
0.00
None
16.26K
PALANTIR TECHNOLOGIES INC
SOLEShares81.09K
TypeSH
Market value$11.86M
1.72%
Sole
0.00
Shared
0.00
None
81.09K
STEEL DYNAMICS INC
SOLEShares65.89K
TypeSH
Market value$11.86M
1.72%
Sole
0.00
Shared
0.00
None
65.89K
SHOPIFY INC
SOLEShares97.10K
TypeSH
Market value$11.52M
1.67%
Sole
0.00
Shared
0.00
None
97.10K
INTUITIVE SURGICAL INC
SOLEShares24.70K
TypeSH
Market value$11.38M
1.65%
Sole
0.00
Shared
0.00
None
24.70K
LAM RESEARCH CORP
SOLEShares51.72K
TypeSH
Market value$11.05M
1.61%
Sole
0.00
Shared
0.00
None
51.72K
ASTERA LABS INC
SOLEShares100.23K
TypeSH
Market value$10.99M
1.60%
Sole
0.00
Shared
0.00
None
100.23K
QUANTA SVCS INC
SOLEShares19.17K
TypeSH
Market value$10.52M
1.53%
Sole
0.00
Shared
0.00
None
19.17K
ARISTA NETWORKS INC
SOLEShares84.97K
TypeSH
Market value$10.43M
1.52%
Sole
0.00
Shared
0.00
None
84.97K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 228.27K | SH | $39.81M 5.79% | 0.00 | 0.00 | 228.27K |
APPLE INCSOLE | COM | 111.56K | SH | $28.31M 4.11% | 0.00 | 0.00 | 111.56K |
ALPHABET INCSOLE | CAP STK CL A | 85.83K | SH | $24.68M 3.59% | 0.00 | 0.00 | 85.83K |
TESLA INCSOLE | COM | 53.12K | SH | $19.75M 2.87% | 0.00 | 0.00 | 53.12K |
LUMENTUM HLDGS INCSOLE | COM | 25.55K | SH | $17.95M 2.61% | 0.00 | 0.00 | 25.55K |
ELI LILLY & COSOLE | COM | 19.29K | SH | $17.75M 2.58% | 0.00 | 0.00 | 19.29K |
CITIGROUP INCSOLE | COM NEW | 148.80K | SH | $16.88M 2.45% | 0.00 | 0.00 | 148.80K |
VERTIV HOLDINGS COSOLE | COM CL A | 65.96K | SH | $16.53M 2.40% | 0.00 | 0.00 | 65.96K |
AMAZON COM INCSOLE | COM | 79.34K | SH | $16.52M 2.40% | 0.00 | 0.00 | 79.34K |
GE VERNOVA INCSOLE | COM | 18.29K | SH | $15.97M 2.32% | 0.00 | 0.00 | 18.29K |
CHEVRON CORPORATIONSOLE | COM | 77.12K | SH | $15.96M 2.32% | 0.00 | 0.00 | 77.12K |
ROCKET COS INCSOLE | COM CL A | 956.49K | SH | $13.63M 1.98% | 0.00 | 0.00 | 956.49K |
ROBINHOOD MKTS INCSOLE | COM CL A | 195.25K | SH | $13.53M 1.97% | 0.00 | 0.00 | 195.25K |
META PLATFORMS INCSOLE | CL A | 23.03K | SH | $13.17M 1.91% | 0.00 | 0.00 | 23.03K |
DEERE & COSOLE | COM | 23.25K | SH | $13.10M 1.90% | 0.00 | 0.00 | 23.25K |
UNITED AIRLS HLDGS INCSOLE | COM | 141.31K | SH | $13.01M 1.89% | 0.00 | 0.00 | 141.31K |
EMCOR GROUP INCSOLE | COM | 16.26K | SH | $12.01M 1.75% | 0.00 | 0.00 | 16.26K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 81.09K | SH | $11.86M 1.72% | 0.00 | 0.00 | 81.09K |
STEEL DYNAMICS INCSOLE | COM | 65.89K | SH | $11.86M 1.72% | 0.00 | 0.00 | 65.89K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 97.10K | SH | $11.52M 1.67% | 0.00 | 0.00 | 97.10K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 24.70K | SH | $11.38M 1.65% | 0.00 | 0.00 | 24.70K |
LAM RESEARCH CORPSOLE | COM NEW | 51.72K | SH | $11.05M 1.61% | 0.00 | 0.00 | 51.72K |
ASTERA LABS INCSOLE | COM | 100.23K | SH | $10.99M 1.60% | 0.00 | 0.00 | 100.23K |
QUANTA SVCS INCSOLE | COM | 19.17K | SH | $10.52M 1.53% | 0.00 | 0.00 | 19.17K |
ARISTA NETWORKS INCSOLE | COM SHS | 84.97K | SH | $10.43M 1.52% | 0.00 | 0.00 | 84.97K |
Page 1 of 8
…