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SIERRA SUMMIT ADVISORS LLC 13F holdings

Filed 2026-07-20 · SIERRA SUMMIT ADVISORS LLC · 185 positions · $895.4M

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION229.7K$46.0M5.1%
ALABASTERA LABS INC92.6K$44.7M5.0%
MUMICRON TECHNOLOGY INC30.6K$35.3M3.9%
GOOGLALPHABET INC87.0K$31.1M3.5%
AAPLAPPLE INC106.6K$30.9M3.4%
MRVLMARVELL TECHNOLOGY INC96.7K$28.8M3.2%
HOODROBINHOOD MKTS INC247.6K$24.8M2.8%
LLYELI LILLY & CO19.9K$23.9M2.7%
LRCXLAM RESEARCH CORP53.0K$23.0M2.6%
TSLATESLA INC54.2K$22.8M2.5%
GEVGE VERNOVA INC19.0K$22.3M2.5%
CCITIGROUP INC148.8K$20.8M2.3%
VRTVERTIV HOLDINGS CO62.1K$20.8M2.3%
AMZNAMAZON COM INC82.1K$19.6M2.2%
LITELUMENTUM HLDGS INC21.7K$18.6M2.1%
TERTERADYNE INC35.7K$17.3M1.9%
SHOPSHOPIFY INC150.9K$17.2M1.9%
SOFISOFI TECHNOLOGIES INC895.3K$16.1M1.8%
RDDTREDDIT INC90.4K$15.7M1.8%
ANETARISTA NETWORKS INC89.3K$15.2M1.7%
METAMETA PLATFORMS INC26.8K$15.1M1.7%
STLDSTEEL DYNAMICS INC65.5K$15.0M1.7%
ENTGENTEGRIS INC83.2K$15.0M1.7%
PWRQUANTA SVCS INC20.5K$14.8M1.6%
PEVERPURE INC173.1K$13.6M1.5%
SNPSSYNOPSYS INC30.5K$13.6M1.5%
APPAPPLOVIN CORP24.8K$12.8M1.4%
ALNYALNYLAM PHARMACEUTICALS INC41.7K$12.5M1.4%
DISDISNEY WALT CO126.4K$12.2M1.4%
SYMSYMBOTIC INC259.1K$11.6M1.3%
FCXFREEPORT MCMORAN INC170.2K$10.7M1.2%
REGNREGENERON PHARMACEUTICALS14.7K$9.2M1.0%
BABOEING CO38.8K$8.4M0.9%
CVXCHEVRON CORPORATION46.6K$7.7M0.9%
SPCXSPACE EXPLORATION TECHN CORP36.5K$6.2M0.7%
CATCATERPILLAR INC5.7K$6.0M0.7%
MPMP MATERIALS CORP99.7K$5.6M0.6%
ISRGINTUITIVE SURGICAL INC13.2K$5.2M0.6%
ABBVABBVIE INC17.5K$4.4M0.5%
JPMJPMORGAN CHASE & CO12.9K$4.2M0.5%
CSCOCISCO SYS INC34.5K$4.1M0.5%
CMICUMMINS INC5.6K$4.0M0.4%
JNJJOHNSON & JOHNSON15.5K$3.9M0.4%
SPYSTATE STR SPDR S&P 500 ETF T5.1K$3.8M0.4%
IXCISHARES TR71.2K$3.5M0.4%
AVGOBROADCOM INC9.1K$3.4M0.4%
AGLAGILON HEALTH INC31.1K$3.3M0.4%
MCHPMICROCHIP TECHNOLOGY INC.35.8K$3.3M0.4%
QQQINVESCO QQQ TR4.2K$3.1M0.3%
IBMINTERNATIONAL BUSINESS MACHS10.8K$3.0M0.3%
GSGOLDMAN SACHS GROUP INC2.9K$2.9M0.3%
MRKMERCK & CO INC21.9K$2.8M0.3%
BACBANK OF AMER CORP49.3K$2.8M0.3%
—JOHNSON CONTROLS INTERNATION19.1K$2.8M0.3%
WFCWELLS FARGO & CO32.7K$2.7M0.3%
ADMARCHER DANIELS MIDLAND CO35.1K$2.7M0.3%
WMBWILLIAMS COS INC34.3K$2.5M0.3%
ZIONZIONS BANCORPORATION NATL AS35.7K$2.5M0.3%
ADIANALOG DEVICES INC5.8K$2.3M0.3%
AMDADVANCED MICRO DEVICES INC4.0K$2.3M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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