SIERRA SUMMIT ADVISORS LLC — 13F Holdings & Portfolio
CIK 2012614 · latest 13F-HR filed 2026-04-27
SIERRA SUMMIT ADVISORS LLC manages $688.1M in 13F-reported U.S. long-equity assets across 180 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (5.79%), AAPL (4.11%), GOOGL (3.59%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 57 new positions, exited 48, added to 63, and trimmed 35.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$688.1M
Long-equity book
180
Distinct positions
2026-03-31
Filed 2026-04-27
+57 / −48 / ↑63 / ↓35
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CHEVRON CORPORATION$15.6M +4577.0%
- MICRON TECHNOLOGY INC$9.5M +1493.6%
- CME GROUP INC$7.3M +506.7%
- WELLS FARGO & CO$4.6M +962.9%
- CONSTELLATION ENERGY CORP$3.1M +50.1%
Top Trims
- FIRST SOLAR INC-$13.9M -89.8%
- QUALCOMM INC-$6.9M -81.9%
- VALERO ENERGY CORP-$5.6M -94.9%
- GE VERNOVA INC-$5.2M -24.4%
- ASTERA LABS INC-$4.9M -30.9%
New Positions
- LUMENTUM HLDGS INC$18.0M
- DEERE & CO$13.1M
- PALANTIR TECHNOLOGIES INC$11.9M
- TERADYNE INC$10.2M
- ALNYLAM PHARMACEUTICALS INC$10.0M
Exited Positions
- SNOWFLAKE INC$12.2M
- SPOTIFY TECHNOLOGY S A$10.8M
- NOVO-NORDISK A S$10.6M
- NETFLIX INC$9.3M
- MERCADOLIBRE INC$8.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $39.8M | 5.79% | 228,269 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $28.3M | 4.11% | 111,560 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $24.7M | 3.59% | 85,828 | SH |
| 4 | TESLA INC | TSLA | 88160R101 | $19.7M | 2.87% | 53,123 | SH |
| 5 | LUMENTUM HLDGS INC | LITE | 55024U109 | $18.0M | 2.61% | 25,547 | SH |
| 6 | ELI LILLY & CO | LLY | 532457108 | $17.7M | 2.58% | 19,293 | SH |
| 7 | CITIGROUP INC | C | 172967424 | $16.9M | 2.45% | 148,800 | SH |
| 8 | VERTIV HOLDINGS CO | VRT | 92537N108 | $16.5M | 2.40% | 65,960 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $16.5M | 2.40% | 79,338 | SH |
| 10 | GE VERNOVA INC | GEV | 36828A101 | $16.0M | 2.32% | 18,290 | SH |
| 11 | CHEVRON CORPORATION | CVX | 166764100 | $16.0M | 2.32% | 77,124 | SH |
| 12 | ROCKET COS INC | RKT | 77311W101 | $13.6M | 1.98% | 956,485 | SH |
| 13 | ROBINHOOD MKTS INC | HOOD | 770700102 | $13.5M | 1.97% | 195,255 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $13.2M | 1.91% | 23,026 | SH |
| 15 | DEERE & CO | DE | 244199105 | $13.1M | 1.90% | 23,252 | SH |
| 16 | UNITED AIRLS HLDGS INC | UAL | 910047109 | $13.0M | 1.89% | 141,310 | SH |
| 17 | EMCOR GROUP INC | EME | 29084Q100 | $12.0M | 1.75% | 16,264 | SH |
| 18 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $11.9M | 1.72% | 81,092 | SH |
| 19 | STEEL DYNAMICS INC | STLD | 858119100 | $11.9M | 1.72% | 65,894 | SH |
| 20 | SHOPIFY INC | SHOP | 82509L107 | $11.5M | 1.67% | 97,102 | SH |
| 21 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $11.4M | 1.65% | 24,695 | SH |
| 22 | LAM RESEARCH CORP | LRCX | 512807306 | $11.0M | 1.61% | 51,715 | SH |
| 23 | ASTERA LABS INC | ALAB | 04626A103 | $11.0M | 1.60% | 100,229 | SH |
| 24 | QUANTA SVCS INC | PWR | 74762E102 | $10.5M | 1.53% | 19,170 | SH |
| 25 | ARISTA NETWORKS INC | ANET | 040413205 | $10.4M | 1.52% | 84,971 | SH |
| 26 | APPLOVIN CORP | APP | 03831W108 | $10.4M | 1.51% | 26,162 | SH |
| 27 | TERADYNE INC | TER | 880770102 | $10.2M | 1.48% | 34,350 | SH |
| 28 | REDDIT INC | RDDT | 75734B100 | $10.2M | 1.48% | 75,536 | SH |
| 29 | MICRON TECHNOLOGY INC | MU | 595112103 | $10.1M | 1.47% | 29,995 | SH |
| 30 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $10.0M | 1.46% | 30,298 | SH |
| 31 | FREEPORT MCMORAN INC | FCX | 35671D857 | $9.6M | 1.39% | 162,597 | SH |
| 32 | EQT CORP | EQT | 26884L109 | $9.5M | 1.39% | 149,911 | SH |
| 33 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $9.4M | 1.37% | 94,925 | SH |
| 34 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $9.3M | 1.35% | 33,248 | SH |
| 35 | CME GROUP INC | CME | 12572Q105 | $8.8M | 1.28% | 29,715 | SH |
| 36 | BOEING CO | BA | 097023105 | $7.2M | 1.05% | 36,321 | SH |
| 37 | SYNOPSYS INC | SNPS | 871607107 | $7.0M | 1.02% | 17,629 | SH |
| 38 | WELLS FARGO & CO | WFC | 949746101 | $5.1M | 0.74% | 64,059 | SH |
| 39 | ISHARES TR | IXC | 464287341 | $4.1M | 0.59% | 70,360 | SH |
| 40 | CATERPILLAR INC | CAT | 149123101 | $3.9M | 0.57% | 5,547 | SH |
| 41 | ABBVIE INC | ABBV | 00287Y109 | $3.9M | 0.56% | 17,755 | SH |
| 42 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.8M | 0.55% | 12,957 | SH |
| 43 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.8M | 0.55% | 15,359 | SH |
| 44 | VANGUARD INDEX FDS | VOO | 922908363 | $3.4M | 0.50% | 5,724 | SH |
| 45 | CISCO SYS INC | CSCO | 17275R102 | $3.1M | 0.45% | 40,038 | SH |
| 46 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.0M | 0.44% | 4,654 | SH |
| 47 | CUMMINS INC | CMI | 231021106 | $3.0M | 0.43% | 5,500 | SH |
| 48 | BROADCOM INC | AVGO | 11135F101 | $2.9M | 0.43% | 9,474 | SH |
| 49 | MERCK & CO INC | MRK | 58933Y105 | $2.6M | 0.38% | 21,563 | SH |
| 50 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $2.5M | 0.37% | 10,388 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $688.1M | 180 | 0001104659-26-049351 |
| 2025-12-31 | 2026-02-06 | $652.3M | 171 | 0001104659-26-011348 |