Investor
SIERRA SUMMIT ADVISORS LLC
CIK 0002012614 · filed 2026-04-27 · SEC filing
13F book
$688.1M
Positions
180
57 new · 48 sold
Largest name
5.8%
Nvidia Corp · NVDA
Est. mark
−$32.9M
Price effect on 123 names still held. Flow $68.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 228.3K | $39.8M | 5.8% | −$2.71M | Added−$1.96M |
| Apple Inc. | AAPL | 111.6K | $28.3M | 4.1% | −$1.77M | Added$1.65M |
| Alphabet Inc | — | 85.8K | $24.7M | 3.6% | −$2.1M | Added−$1.13M |
| Tesla, Inc. | TSLA | 53.1K | $19.7M | 2.9% | −$3.81M | Added−$2.22M |
| Lumentum Hldgs Inc | — | 25.5K | $18M | 2.6% | — | New |
| Eli Lilly & Co | LLY | 19.3K | $17.7M | 2.6% | −$2.41M | Added$1.03M |
| Citigroup Inc | — | 148.8K | $16.9M | 2.5% | −$488.1K | Cut−$4.02M |
| Vertiv Holdings Co | VRT | 66K | $16.5M | 2.4% | $5.84M | Cut$1.63M |
| Amazon Com Inc | AMZN | 79.3K | $16.5M | 2.4% | −$1.47M | Added$1.5M |
| GE Vernova Inc. | GEV | 18.3K | $16M | 2.3% | $4.01M | Cut−$5.16M |
| Chevron Corp New | CVX | 77.1K | $16M | 2.3% | $122.1K | Added$15.6M |
| Rocket Cos Inc | — | 956.5K | $13.6M | 2.0% | −$4.68M | Added−$4.1M |
| Robinhood Mkts Inc | — | 195.3K | $13.5M | 2.0% | −$6.13M | Added−$2.29M |
| Meta Platforms, Inc. | META | 23K | $13.2M | 1.9% | −$1.77M | Added−$111.1K |
| Deere & Co | DE | 23.3K | $13.1M | 1.9% | — | New |
| United Airls Hldgs Inc | — | 141.3K | $13M | 1.9% | −$2.7M | Added−$2.3M |
| EMCOR Group, Inc. | EME | 16.3K | $12M | 1.7% | $1.92M | Added$2.73M |
| Palantir Technologies Inc. | PLTR | 81.1K | $11.9M | 1.7% | — | New |
| Steel Dynamics Inc | STLD | 65.9K | $11.9M | 1.7% | $657.6K | Added$1.3M |
| Shopify Inc. | SHOP | 97.1K | $11.5M | 1.7% | −$3.95M | Added−$3.51M |
| Intuitive Surgical Inc | ISRG | 24.7K | $11.4M | 1.7% | −$2.58M | Added−$2.46M |
| Lam Research Corp | LRCX | 51.7K | $11M | 1.6% | $2.2M | Cut−$1.6M |
| Astera Labs, Inc. | ALAB | 100.2K | $11M | 1.6% | −$5.43M | Added−$4.92M |
| Quanta Svcs Inc | — | 19.2K | $10.5M | 1.5% | $2.43M | Cut−$1.29M |
| Arista Networks, Inc. | ANET | 85K | $10.4M | 1.5% | −$645.3K | Added$184.5K |
| Applovin Corp | APP | 26.2K | $10.4M | 1.5% | −$5.1M | Added−$2.04M |
| Teradyne, Inc | TER | 34.4K | $10.2M | 1.5% | — | New |
| Reddit, Inc. | RDDT | 75.5K | $10.2M | 1.5% | −$3.73M | Added$1.17M |
| Micron Technology Inc | MU | 30K | $10.1M | 1.5% | $116.8K | Added$9.5M |
| Alnylam Pharmaceuticals, Inc. | ALNY | 30.3K | $10M | 1.5% | — | New |
| Freeport-Mcmoran Inc | FCX | 162.6K | $9.56M | 1.4% | — | New |
| Eqt Corp | EQT | 149.9K | $9.54M | 1.4% | — | New |
| Marvell Technology, Inc. | MRVL | 94.9K | $9.4M | 1.4% | — | New |
| Constellation Energy Corp | CEG | 33.2K | $9.28M | 1.3% | −$1.3M | Added$3.1M |
| Cme Group Inc. | CME | 29.7K | $8.78M | 1.3% | $118K | Added$7.33M |
| Boeing Co | — | 36.3K | $7.23M | 1.1% | — | New |
| Synopsys Inc | SNPS | 17.6K | $6.99M | 1.0% | — | New |
| Wells Fargo Co New | — | 64.1K | $5.1M | 0.7% | −$70K | Added$4.62M |
| Ishares Tr | — | 70.4K | $4.05M | 0.6% | $1.05M | Added$1.23M |
| Caterpillar Inc | CAT | 5.55K | $3.93M | 0.6% | $396.9K | Added$2.25M |
| AbbVie Inc. | ABBV | 17.8K | $3.86M | 0.6% | −$175.1K | Added$224K |
| Jpmorgan Chase & Co. | — | 13K | $3.81M | 0.6% | −$304.1K | Added$319.2K |
| Johnson & Johnson | JNJ | 15.4K | $3.75M | 0.5% | $532.1K | Added$817.1K |
| Vanguard Index Fds | — | 5.72K | $3.42M | 0.5% | — | New |
| Cisco Sys Inc | — | 40K | $3.11M | 0.5% | $20.8K | Added$244.9K |
| Spdr S&P 500 Etf Tr | — | 4.65K | $3.03M | 0.4% | −$144.1K | Added−$84.2K |
| Cummins Inc | CMI | 5.5K | $2.96M | 0.4% | $151.6K | Cut−$524.2K |
| Broadcom Inc. | AVGO | 9.47K | $2.93M | 0.4% | −$346.7K | Cut−$518.7K |
| Merck & Co., Inc. | MRK | 21.6K | $2.59M | 0.4% | $302.4K | Added$476K |
| International Business Machs | — | 10.4K | $2.52M | 0.4% | −$559.1K | Cut−$843.4K |
| Williams Cos Inc | — | 34.4K | $2.51M | 0.4% | $429.1K | Added$470K |
| Johnson Ctls Intl Plc | — | 19.1K | $2.5M | 0.4% | $201.5K | Added$349.6K |
| Archer-Daniels-Midland Co | ADM | 34K | $2.47M | 0.4% | $493.5K | Added$604.5K |
| Gilead Sciences, Inc. | GILD | 17.5K | $2.44M | 0.4% | $291.2K | Cut−$524.3K |
| Goldman Sachs Group Inc | — | 2.87K | $2.43M | 0.4% | −$89.1K | Added$56.4K |
| Invesco Qqq Tr | — | 4.17K | $2.41M | 0.4% | −$149.6K | Added−$69.4K |
| Bank America Corp | — | 48.7K | $2.37M | 0.3% | −$281.2K | Added−$101K |
| Nextera Energy Inc | — | 25.4K | $2.36M | 0.3% | $132.8K | Added$1.51M |
| Microchip Technology Inc. | — | 35.1K | $2.27M | 0.3% | $29.8K | Added$133.9K |
| Zions Bancorporation N A | — | 35.2K | $2.03M | 0.3% | −$31K | Added$52.7K |
| Home Depot, Inc. | HD | 6.01K | $1.98M | 0.3% | −$86.1K | Added$29.6K |
| Chubb Limited | — | 5.78K | $1.89M | 0.3% | $76.4K | Added$159.5K |
| Unitedhealth Group Inc | UNH | 6.91K | $1.87M | 0.3% | −$398.5K | Added−$339.8K |
| Alphabet Inc | — | 6.36K | $1.83M | 0.3% | −$171.4K | Held |
| Analog Devices Inc | ADI | 5.7K | $1.81M | 0.3% | $257.6K | Added$324.4K |
| Tyson Foods, Inc. | TSN | 27.9K | $1.79M | 0.3% | $145.3K | Added$222.3K |
| NIKE, Inc. | NKE | 33.5K | $1.77M | 0.3% | −$348.8K | Added−$273.1K |
| General Dynamics Corp | GD | 5.08K | $1.74M | 0.3% | $31.8K | Added$110.4K |
| SM Energy Co | SM | 55.3K | $1.72M | 0.3% | — | New |
| Corning Inc | — | 12.7K | $1.72M | 0.3% | $613.1K | Cut$58.9K |
| Norfolk Southn Corp | — | 5.87K | $1.68M | 0.2% | −$9.66K | Added$63.2K |
| Kroger Co | KR | 22.9K | $1.66M | 0.2% | $217.6K | Added$280.8K |
| Nucor Corp | NUE | 9.34K | $1.58M | 0.2% | $53.4K | Added$125.1K |
| First Solar, Inc. | FSLR | 7.96K | $1.57M | 0.2% | −$509.3K | Cut−$13.9M |
| Qualcomm Inc | — | 11.7K | $1.51M | 0.2% | −$496.3K | Cut−$6.85M |
| Pepsico Inc | PEP | 9.58K | $1.49M | 0.2% | $29.5K | Added$1.13M |
| Comcast Corp New | — | 51.4K | $1.48M | 0.2% | −$40.6K | Added$447.6K |
| Bristol-Myers Squibb Co | — | 24.2K | $1.47M | 0.2% | $154.4K | Added$225K |
| Lockheed Martin Corp | LMT | 2.34K | $1.41M | 0.2% | $271.6K | Added$324.8K |
| Mcdonalds Corp | MCD | 4.48K | $1.39M | 0.2% | $14.2K | Added$550K |
| Northern Tr Corp | — | 9.95K | $1.39M | 0.2% | $22.3K | Added$365.7K |
| Darden Restaurants Inc | DRI | 6.96K | $1.36M | 0.2% | $79.1K | Added$153.6K |
| Millicom Intl Cellular S A | — | 17K | $1.27M | 0.2% | $331.2K | Cut$293.7K |
| Walmart Inc. | WMT | 9.91K | $1.23M | 0.2% | $64.3K | Added$675K |
| Texas Pacific Land Corporati | — | 2.58K | $1.22M | 0.2% | — | New |
| Lennar Corp | — | 14K | $1.22M | 0.2% | −$223.9K | Cut−$252.2K |
| RTX Corp | RTX | 6.24K | $1.2M | 0.2% | $52.4K | Added$192.6K |
| Packaging Corp Amer | — | 5.53K | $1.17M | 0.2% | $31.7K | Added$81.6K |
| Everus Constr Group | — | 9.69K | $1.14M | 0.2% | $306.9K | Added$335.5K |
| Sterling Infrastructure, Inc. | STRL | 2.8K | $1.14M | 0.2% | $278.4K | Added$296.7K |
| Select Sector Spdr Tr | — | 27.8K | $1.14M | 0.2% | $8.73K | Added$402.9K |
| Mks Inc | MKSI | 4.88K | $1.12M | 0.2% | — | New |
| Evergy, Inc. | EVRG | 13.5K | $1.1M | 0.2% | $120.3K | Added$179.7K |
| Vicor Corp | VICR | 6.75K | $1.09M | 0.2% | — | New |
| Gigacloud Technology Inc | GCT | 23.7K | $1.08M | 0.2% | — | New |
| Five Below, Inc | FIVE | 4.68K | $1.07M | 0.2% | $187.8K | Cut−$49.9K |
| Jabil Inc | JBL | 3.97K | $1.06M | 0.2% | $149.4K | Cut$115.9K |
| American Elec Pwr Co Inc | — | 7.99K | $1.05M | 0.2% | $118.6K | Added$179.5K |
| Universal Ins Hldgs Inc | — | 30.1K | $1.03M | 0.1% | $10.7K | Added$20.4K |
| Crowdstrike Hldgs Inc | — | 2.61K | $1.02M | 0.1% | −$71.3K | Added$592.4K |
| Royalty Pharma PLC | RPRX | 21.2K | $1.02M | 0.1% | $188.8K | Added$233.2K |
| Innovative Solutions & Suppo | — | 48.7K | $999.2K | 0.1% | — | New |
| Alcoa Corp | AA | 15K | $992.6K | 0.1% | — | New |
| Southwest Gas Hldgs Inc | — | 11.3K | $985.9K | 0.1% | — | New |
| Wec Energy Group, Inc. | WEC | 8.48K | $981.3K | 0.1% | $82.2K | Added$140.2K |
| Exxon Mobil Corp | — | 5.74K | $973.2K | 0.1% | — | New |
| Ishares Tr | — | 5.36K | $972.6K | 0.1% | −$87.9K | Added$11.7K |
| Mirum Pharmaceuticals, Inc. | MIRM | 10.5K | $966K | 0.1% | — | New |
| Tutor Perini Corp | TPC | 12.5K | $963.3K | 0.1% | $126.9K | Cut$67.3K |
| Albemarle Corp | — | 5.34K | $958.7K | 0.1% | — | New |
| Omnicom Group Inc. | OMC | 12.6K | $951.5K | 0.1% | −$64.7K | Added−$9.13K |
| Cirrus Logic, Inc. | CRUS | 6.46K | $934.4K | 0.1% | — | New |
| United Fire Group Inc | UFCS | 25.2K | $932.8K | 0.1% | — | New |
| Gold Fields Ltd | — | 20.4K | $923.9K | 0.1% | $33.8K | Added$76K |
| Watts Water Technologies Inc | WTS | 3.17K | $921.1K | 0.1% | — | New |
| Commscope Hldg Co Inc | VISN | 50.2K | $914.1K | 0.1% | $3.36K | Added$44.7K |
| Aurinia Pharmaceuticals Inc. | AUPH | 60.8K | $901.2K | 0.1% | — | New |
| Arrowhead Pharmaceuticals In | — | 14.4K | $899.9K | 0.1% | — | New |
| Berkshire Hathaway Inc Del | — | 1.88K | $899.5K | 0.1% | −$34K | Added$171.1K |
| Advanced Energy Inds | — | 2.77K | $894.2K | 0.1% | — | New |
| Incyte Corp | INCY | 9.46K | $890.5K | 0.1% | — | New |
| National Vision Hldgs Inc | — | 34.3K | $888.7K | 0.1% | — | New |
| Ishares Tr | — | 11.6K | $886.5K | 0.1% | $13.3K | Added$181.9K |
| Intuitive Machines, Inc. | LUNR | 47.6K | $882.7K | 0.1% | — | New |
| Allient Inc | ALNT | 14.9K | $881.3K | 0.1% | — | New |
| BlackRock, Inc. | BLK | 915 | $880K | 0.1% | −$90.1K | Added−$7.35K |
| Bread Financial Holdings Inc | — | 11.7K | $873.7K | 0.1% | — | New |
| Ralph Lauren Corp | RL | 2.53K | $869.6K | 0.1% | −$23.5K | Added$5.03K |
| Powell Inds Inc | — | 1.6K | $866.8K | 0.1% | — | New |
| Mercury Genl Corp New | — | 9.82K | $865.5K | 0.1% | −$58K | Cut−$110.8K |
| Microsoft Corp | MSFT | 2.32K | $858.4K | 0.1% | −$218.4K | Added−$72.5K |
| Applied Optoelectronics, Inc. | AAOI | 10.1K | $854.5K | 0.1% | — | New |
| Aura Minerals Inc. | AUGO | 10.3K | $840.6K | 0.1% | — | New |
| Sanmina Corp | SANM | 6.48K | $839.8K | 0.1% | — | New |
| Procter And Gamble Co | PG | 5.8K | $837.5K | 0.1% | — | New |
| Citi Trends Inc | CTRN | 18.8K | $816.5K | 0.1% | $33.2K | Cut−$177.2K |
| Advanced Micro Devices Inc | AMD | 3.96K | $805.2K | 0.1% | −$42.5K | Cut−$325.2K |
| Ptc Therapeutics, Inc. | PTCT | 11.8K | $803.3K | 0.1% | −$64.3K | Added$179.4K |
| Dillards Inc | — | 1.4K | $798.1K | 0.1% | — | New |
| Cboe Global Mkts Inc | — | 2.83K | $795.1K | 0.1% | $85.1K | Held |
| Terex Corp New | — | 13.2K | $779.1K | 0.1% | — | New |
| InterDigital, Inc. | IDCC | 2.57K | $776.1K | 0.1% | — | New |
| Zim Integrated Shipping Serv | — | 29.4K | $773.8K | 0.1% | $149K | Added$155.7K |
| Sitime Corp | SITM | 2.23K | $768.4K | 0.1% | — | New |
| Credo Technology Group Holdi | — | 8.1K | $760.6K | 0.1% | −$155.7K | Added$312.7K |
| Illinois Tool Wks Inc | — | 2.81K | $730.9K | 0.1% | — | New |
| Vanguard Intl Equity Index F | — | 9.19K | $690.1K | 0.1% | $14.2K | Cut$10.7K |
| Ishares Tr | — | 5.3K | $658.8K | 0.1% | $20.5K | Added$62.9K |
| Ishares Tr | — | 8.95K | $604.4K | 0.1% | $13.7K | Held |
| Rigel Pharmaceuticals Inc | RIGL | 21.4K | $577.5K | 0.1% | −$337.2K | Cut−$381.9K |
| Hf Sinclair Corp | DINO | 8.87K | $553.3K | 0.1% | — | New |
| Wisdomtree Tr | — | 5.6K | $491.9K | 0.1% | — | New |
| Emerson Elec Co | — | 3.68K | $482.7K | 0.1% | — | New |
| Oracle Corp | — | 3.27K | $480.9K | 0.1% | −$156.3K | Cut−$202.1K |
| Semtech Corp | SMTC | 5.97K | $458.9K | 0.1% | — | New |
| Disney Walt Co | — | 4.69K | $452K | 0.1% | −$76.8K | Added−$50.8K |
| Astronics Corp | — | 6.53K | $435.7K | 0.1% | — | New |
| Centrus Energy Corp | LEU | 2.43K | $421.5K | 0.1% | — | New |
| Abbott Labs | ABT | 4K | $410.9K | 0.1% | −$79.2K | Added−$27.6K |
| Schwab Strategic Tr | — | 13.8K | $401.7K | 0.1% | $8.29K | Held |
| Allegiant Travel Co | ALGT | 4.67K | $378.6K | 0.1% | — | New |
| Cryoport, Inc. | CYRX | 45.1K | $373.1K | 0.1% | −$59.5K | Held |
| Pure Storage Inc | P | 6.1K | $360K | 0.1% | −$35.2K | Added$63.6K |
| Schwab Charles Corp | — | 3.4K | $319.5K | 0.0% | −$17.8K | Added$19.8K |
| Valero Energy Corp | — | 1.22K | $301.2K | 0.0% | $102.7K | Cut−$5.62M |
| Honeywell Intl Inc | — | 1.32K | $298.8K | 0.0% | $33.4K | Added$87.9K |
| Vanguard Growth Etf | — | 658 | $287.6K | 0.0% | −$33.4K | Cut−$248.5K |
| Verizon Communications Inc | VZ | 5.11K | $256.6K | 0.0% | — | New |
| Yum Brands Inc | YUM | 1.65K | $256.5K | 0.0% | $6.93K | Held |
| At&T Inc | — | 8.46K | $245.4K | 0.0% | — | New |
| Schwab Strategic Tr | — | 8.95K | $229.6K | 0.0% | −$11.4K | Held |
| Pfizer Inc | PFE | 7.91K | $222.1K | 0.0% | — | New |
| Regeneron Pharmaceuticals, Inc. | REGN | 285 | $220.2K | 0.0% | $220 | Held |
| Ishares Tr | — | 2.23K | $216.6K | 0.0% | −$13.9K | Held |
| Newmont Corp | — | 2K | $216.5K | 0.0% | $16.8K | Cut−$43.1K |
| Ishares Tr | — | 1.8K | $213.3K | 0.0% | — | New |
| Palo Alto Networks Inc | PANW | 1.3K | $208.7K | 0.0% | — | New |
| Colgate Palmolive Co | CL | 2.44K | $208.4K | 0.0% | — | New |
| J P Morgan Exchange Traded F | — | 3.02K | $208.3K | 0.0% | — | New |
| Select Sector Spdr Tr | — | 4.06K | $200.4K | 0.0% | −$19.8K | Added−$454 |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.