Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SIERRA SUMMIT ADVISORS LLC (CIK 2012614) reported $688.1M across 180 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($39.8M, 5.79%), AAPL ($28.3M, 4.11%), GOOGL ($24.7M, 3.59%), TSLA ($19.7M, 2.87%), LITE ($18.0M, 2.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $39.8M | 5.79% | 228,269 | Added |
| 2 | AAPL | APPLE INC | $28.3M | 4.11% | 111,560 | Added |
| 3 | GOOGL | ALPHABET INC | $24.7M | 3.59% | 85,828 | Added |
| 4 | TSLA | TESLA INC | $19.7M | 2.87% | 53,123 | Added |
| 5 | LITE | LUMENTUM HLDGS INC | $18.0M | 2.61% | 25,547 | New |
| 6 | LLY | ELI LILLY & CO | $17.7M | 2.58% | 19,293 | Added |
| 7 | C | CITIGROUP INC | $16.9M | 2.45% | 148,800 | Trimmed |
| 8 | VRT | VERTIV HOLDINGS CO | $16.5M | 2.40% | 65,960 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $16.5M | 2.40% | 79,338 | Added |
| 10 | CVX | CHEVRON CORPORATION | $16.0M | 2.32% | 77,124 | Added |
| 11 | GEV | GE VERNOVA INC | $16.0M | 2.32% | 18,290 | Trimmed |
| 12 | RKT | ROCKET COS INC | $13.6M | 1.98% | 956,485 | Added |
| 13 | HOOD | ROBINHOOD MKTS INC | $13.5M | 1.97% | 195,255 | Added |
| 14 | META | META PLATFORMS INC | $13.2M | 1.91% | 23,026 | Added |
| 15 | DE | DEERE & CO | $13.1M | 1.90% | 23,252 | New |
| 16 | UAL | UNITED AIRLS HLDGS INC | $13.0M | 1.89% | 141,310 | Added |
| 17 | EME | EMCOR GROUP INC | $12.0M | 1.75% | 16,264 | Added |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | $11.9M | 1.72% | 81,092 | New |
| 19 | STLD | STEEL DYNAMICS INC | $11.9M | 1.72% | 65,894 | Added |
| 20 | SHOP | SHOPIFY INC | $11.5M | 1.67% | 97,102 | Added |
| 21 | ISRG | INTUITIVE SURGICAL INC | $11.4M | 1.65% | 24,695 | Added |
| 22 | LRCX | LAM RESEARCH CORP | $11.0M | 1.61% | 51,715 | Trimmed |
| 23 | ALAB | ASTERA LABS INC | $11.0M | 1.60% | 100,229 | Added |
| 24 | PWR | QUANTA SVCS INC | $10.5M | 1.53% | 19,170 | Trimmed |
| 25 | ANET | ARISTA NETWORKS INC | $10.4M | 1.52% | 84,971 | Added |
Source: SEC Form 13F filings · as of 2026-03-31