SIERRA SUMMIT ADVISORS LLC

CIK 0002012614 • 6 13F filings • May 12, 2025 – Jul 20, 2026

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Filer information

Filed by: SIERRA SUMMIT ADVISORS LLC, Managing Member
Address: 602 TYNER WAY, INCLINE VILLAGE, NV, 89451
Phone: 858-414-3929
AUM: $652.3M

AUM over time

$895.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $652.3M171 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$439K	0.1%Prev: 0.1%	3,500 SH	Decreased
ABBVIE INC	COM	$3.6M	0.6%Prev: 0.6%	15,920 SH	Increased+325 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$262K	0.0%Prev: 0.1%	975 SH	Decreased-1,330 SH
ADVANCED MICRO DEVICES INC	COM	$1.1M	0.2%Prev: 0.2%	5,278 SH	Increased-1,367 SH
AFLAC INC	COM	$551K	0.1%Prev: 0.1%	5,000 SH	Decreased
ALPHABET INC	CAP STK CL A	$25.8M	4.0%Prev: 3.1%	82,455 SH	Increased-760 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.3%Prev: 0.2%	6,364 SH	Increased-170 SH
AMAZON COM INC	COM	$15.0M	2.3%Prev: 2.2%	65,103 SH	Increased+309 SH
AMER SPORTS INC	COM SHS	$566K	0.1%Prev: 0.1%	15,147 SH	Decreased-5,825 SH
AMERICAN ELEC PWR CO INC	COM	$867K	0.1%Prev: 0.1%	7,520 SH	Increased+155 SH
ANALOG DEVICES INC	COM	$1.5M	0.2%Prev: 0.2%	5,488 SH	Increased+174 SH
APPLE INC	COM	$26.7M	4.1%Prev: 4.2%	98,081 SH	Decreased-9,935 SH
APPLOVIN CORP	COM CL A	$12.5M	1.9%Prev: 1.3%	18,486 SH	Increased+6,901 SH
ARCHER DANIELS MIDLAND CO	COM	$1.9M	0.3%Prev: 0.2%	32,465 SH	Increased+9,188 SH
ARGAN INC	COM	$905K	0.1%Prev: 0.2%	2,889 SH	Decreased-1,057 SH
ARISTA NETWORKS INC	COM SHS	$10.2M	1.6%Prev: 1.7%	78,213 SH	Decreased+1,470 SH
ASTERA LABS INC	COM	$15.9M	2.4%Prev: 2.8%	95,593 SH	Decreased+538 SH
BANK AMERICA CORP	COM	$2.5M	0.4%Prev: 0.4%	44,996 SH	Increased+403 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$728K	0.1%Prev: 0.1%	1,449 SH	Decreased-256 SH
BLACKROCK INC	COM	$887K	0.1%Prev: 0.1%	829 SH	Decreased+16 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.2M	0.2%	23,016 SH	New
BROADCOM INC	COM	$3.5M	0.5%Prev: 0.5%	9,971 SH	Decreased-561 SH
BUCKLE INC	COM	$799K	0.1%	14,955 SH	New
CATERPILLAR INC	COM	$1.7M	0.3%Prev: 0.2%	2,927 SH	Increased+64 SH
CBOE GLOBAL MKTS INC	COM	$710K	0.1%Prev: 0.1%	2,829 SH	Increased
CHEVRON CORP NEW	COM	$341K	0.1%Prev: 0.1%	2,239 SH	Decreased+35 SH
CHUBB LIMITED	COM	$1.7M	0.3%Prev: 0.2%	5,529 SH	Increased+118 SH
CISCO SYS INC	COM	$2.9M	0.4%Prev: 0.4%	37,150 SH	Increased+695 SH
CITI TRENDS INC	COM	$994K	0.2%	23,912 SH	New
CITIGROUP INC	COM NEW	$20.9M	3.2%Prev: 2.7%	179,100 SH	Increased+2,013 SH
CME GROUP INC	COM	$1.4M	0.2%Prev: 0.2%	5,297 SH	Decreased-175 SH
COEUR MNG INC	COM NEW	$929K	0.1%	52,086 SH	New
COMCAST CORP NEW	CL A	$1.0M	0.2%	34,434 SH	New
COMMSCOPE HLDG CO INC	COM	$869K	0.1%	47,958 SH	New
CONSTELLATION ENERGY CORP	COM	$6.2M	0.9%Prev: 0.9%	17,508 SH	Increased-6 SH
CORNING INC	COM	$1.7M	0.3%Prev: 0.3%	18,993 SH	Decreased-6,199 SH
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$448K	0.1%	3,113 SH	New
CROWDSTRIKE HLDGS INC	CL A	$427K	0.1%Prev: 0.1%	910 SH	Decreased
CRYOPORT INC	COM PAR $0.001	$433K	0.1%Prev: 0.1%	45,060 SH	Increased
CUMMINS INC	COM	$3.5M	0.5%Prev: 0.4%	6,824 SH	Increased+139 SH
D R HORTON INC	COM	$8.0M	1.2%Prev: 1.4%	55,515 SH	Decreased+1,946 SH
DARDEN RESTAURANTS INC	COM	$1.2M	0.2%	6,577 SH	New
DAVE INC	CLASS A COM NEW	$700K	0.1%Prev: 0.1%	3,160 SH	Decreased-1,581 SH
DISNEY WALT CO	COM	$503K	0.1%Prev: 0.1%	4,420 SH	Decreased-70 SH
DOLLAR GEN CORP NEW	COM	$7.6M	1.2%	56,918 SH	New
DUKE ENERGY CORP NEW	COM NEW	$604K	0.1%Prev: 0.1%	5,153 SH	Decreased+115 SH
ELI LILLY & CO	COM	$16.7M	2.6%Prev: 2.1%	15,551 SH	Increased-2,369 SH
EMCOR GROUP INC	COM	$9.3M	1.4%Prev: 0.8%	15,158 SH	Increased+6,754 SH
EMERGENT BIOSOLUTIONS INC	COM	$599K	0.1%	48,460 SH	New
ESQUIRE FINL HLDGS INC	COM	$877K	0.1%	8,588 SH	New
ETF SER SOLUTIONS	DISTILLATE US	$808K	0.1%	13,723 SH	New
EVERCORE INC	CLASS A	$878K	0.1%	2,581 SH	New
EVERGY INC	COM	$925K	0.1%Prev: 0.1%	12,758 SH	Decreased+258 SH
EVERUS CONSTR GROUP	COM	$808K	0.1%	9,443 SH	New
EXPAND ENERGY CORPORATION	COM	$8.5M	1.3%Prev: 1.0%	77,230 SH	Increased+15,904 SH
FIRST SOLAR INC	COM	$15.5M	2.4%Prev: 2.2%	59,188 SH	Increased-5,337 SH
FIVE BELOW INC	COM	$1.1M	0.2%Prev: 0.1%	5,942 SH	Increased-383 SH
GE VERNOVA INC	COM	$21.1M	3.2%Prev: 3.0%	32,317 SH	Increased+342 SH
GENERAL DYNAMICS CORP	COM	$1.6M	0.3%Prev: 0.2%	4,846 SH	Increased+106 SH
GILEAD SCIENCES INC	COM	$3.0M	0.5%Prev: 0.4%	24,153 SH	Increased+554 SH
GOLD FIELDS LTD	SPONSORED ADR	$848K	0.1%Prev: 0.1%	19,420 SH	Increased+442 SH
GOLDMAN SACHS GROUP INC	COM	$2.4M	0.4%Prev: 0.3%	2,699 SH	Increased+85 SH
HALOZYME THERAPEUTICS INC	COM	$844K	0.1%	12,538 SH	New
HCI GROUP INC	COM	$669K	0.1%	3,490 SH	New
HOME DEPOT INC	COM	$1.9M	0.3%Prev: 0.3%	5,662 SH	Decreased+109 SH
HONEYWELL INTL INC	COM	$211K	0.0%Prev: 0.0%	1,081 SH	Decreased
HOWARD HUGHES HOLDINGS INC	COM	$856K	0.1%	10,733 SH	New
IBEX LTD	SHS NEW	$879K	0.1%	23,035 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$3.4M	0.5%Prev: 0.5%	11,348 SH	Increased+283 SH
INTUITIVE SURGICAL INC	COM NEW	$13.8M	2.1%Prev: 1.7%	24,451 SH	Increased+148 SH
INVESCO QQQ TR	UNIT SER 1	$2.5M	0.4%Prev: 0.4%	4,030 SH	Decreased-149 SH
ISHARES TR	CORE S&P MCP ETF	$591K	0.1%Prev: 0.1%	8,950 SH	Increased
ISHARES TR	CORE S&P SCP ETF	$596K	0.1%Prev: 0.1%	4,959 SH	Decreased-575 SH
ISHARES TR	GLOBAL ENERG ETF	$2.8M	0.4%Prev: 0.4%	67,274 SH	Increased+1,522 SH
ISHARES TR	RUSEL 2500 ETF	$705K	0.1%Prev: 0.1%	9,402 SH	Increased+1,006 SH
ISHARES TR	U.S. TECH ETF	$961K	0.1%Prev: 0.1%	4,812 SH	Increased
ISHARES TR	US CONSUM DISCRE	$230K	0.0%Prev: 0.0%	2,235 SH	Decreased
JABIL INC	COM	$939K	0.1%	4,119 SH	New
JOHNSON & JOHNSON	COM	$2.9M	0.5%Prev: 0.4%	14,193 SH	Increased+256 SH
JOHNSON CTLS INTL PLC	SHS	$2.2M	0.3%Prev: 0.3%	17,992 SH	Increased-429 SH
JPMORGAN CHASE & CO.	COM	$3.5M	0.5%Prev: 0.5%	10,838 SH	Increased+202 SH
KIMBALL ELECTRONICS INC	COM	$840K	0.1%	30,211 SH	New
KROGER CO	COM	$1.4M	0.2%Prev: 0.2%	22,021 SH	Decreased+418 SH
LAM RESEARCH CORP	COM NEW	$12.6M	1.9%Prev: 1.5%	73,880 SH	Increased+221 SH
LAUREATE EDUCATION INC	COMMON STOCK	$980K	0.2%	29,096 SH	New
LENNAR CORP	CL A	$1.5M	0.2%Prev: 0.3%	14,304 SH	Decreased+280 SH
LOCKHEED MARTIN CORP	COM	$1.1M	0.2%Prev: 0.2%	2,250 SH	Decreased+19 SH
LOGITECH INTL S A	SHS	$744K	0.1%	7,426 SH	New
MCDONALDS CORP	COM	$842K	0.1%Prev: 0.1%	2,755 SH	Increased+88 SH
MEDPACE HLDGS INC	COM	$919K	0.1%	1,637 SH	New
MERCADOLIBRE INC	COM	$8.6M	1.3%Prev: 1.5%	4,284 SH	Decreased+19 SH
MERCK & CO INC	COM	$2.1M	0.3%Prev: 0.3%	20,120 SH	Increased+417 SH
MERCURY GENL CORP NEW	COM	$976K	0.1%	10,379 SH	New
META PLATFORMS INC	CL A	$13.3M	2.0%Prev: 2.2%	20,126 SH	Decreased+585 SH
MICROCHIP TECHNOLOGY INC.	COM	$2.1M	0.3%Prev: 0.3%	33,458 SH	Increased+710 SH
MICRON TECHNOLOGY INC	COM	$636K	0.1%Prev: 0.1%	2,228 SH	Increased
MICROSOFT CORP	COM	$931K	0.1%Prev: 0.1%	1,925 SH	Decreased+34 SH
MILLICOM INTL CELLULAR S A	COM STK	$979K	0.2%	17,661 SH	New
MOELIS & CO	CL A	$872K	0.1%	12,686 SH	New
MUELLER INDS INC	COM	$990K	0.2%	8,627 SH	New
NETFLIX INC	COM	$9.3M	1.4%Prev: 1.8%	99,512 SH	Decreased+89,744 SH
NEWMONT CORP	COM	$260K	0.0%Prev: 0.0%	2,600 SH	Increased
NEXTERA ENERGY INC	COM	$846K	0.1%Prev: 0.1%	10,538 SH	Increased+245 SH
NIKE INC	CL B	$2.0M	0.3%Prev: 0.3%	32,027 SH	Decreased+734 SH
NORFOLK SOUTHN CORP	COM	$1.6M	0.2%Prev: 0.3%	5,614 SH	Decreased+122 SH
NORTHERN TR CORP	COM	$1.0M	0.2%Prev: 0.2%	7,489 SH	Increased+153 SH
NOVO-NORDISK A S	ADR	$10.6M	1.6%	208,905 SH	New
NUCOR CORP	COM	$1.5M	0.2%Prev: 0.2%	8,912 SH	Increased+193 SH
NVIDIA CORPORATION	COM	$41.8M	6.4%Prev: 6.2%	223,959 SH	Increased+6,197 SH
OMNICOM GROUP INC	COM	$961K	0.1%Prev: 0.1%	11,896 SH	Increased+245 SH
OPENLANE INC	COM	$909K	0.1%	30,526 SH	New
ORACLE CORP	COM	$683K	0.1%Prev: 0.2%	3,504 SH	Decreased
PACER FDS TR	US CASH COWS 100	$390K	0.1%	6,485 SH	New
PACKAGING CORP AMER	COM	$1.1M	0.2%Prev: 0.2%	5,295 SH	Decreased+114 SH
PAR PAC HOLDINGS INC	COM NEW	$540K	0.1%	15,364 SH	New
PEPSICO INC	COM	$360K	0.1%Prev: 0.1%	2,506 SH	Increased
PTC THERAPEUTICS INC	COM	$624K	0.1%	8,213 SH	New
PURE STORAGE INC	CL A	$296K	0.0%Prev: 0.1%	4,422 SH	Decreased
QUALCOMM INC	COM	$8.4M	1.3%Prev: 1.2%	48,907 SH	Increased+1,003 SH
QUANTA SVCS INC	COM	$11.8M	1.8%Prev: 2.2%	27,987 SH	Decreased-6,156 SH
RALPH LAUREN CORP	CL A	$865K	0.1%Prev: 0.2%	2,445 SH	Decreased-834 SH
REDDIT INC	CL A	$9.0M	1.4%Prev: 1.4%	39,165 SH	Increased+28 SH
REGENERON PHARMACEUTICALS	COM	$220K	0.0%	285 SH	New
REV GROUP INC	COM	$974K	0.1%	16,025 SH	New
RIGEL PHARMACEUTICALS INC	COM	$959K	0.1%Prev: 0.1%	22,401 SH	Increased-7,785 SH
ROBINHOOD MKTS INC	COM CL A	$15.8M	2.4%Prev: 3.0%	139,894 SH	Decreased+715 SH
ROCKET COS INC	COM CL A	$17.7M	2.7%Prev: 2.7%	915,575 SH	Increased+15,046 SH
ROYALTY PHARMA PLC	SHS CLASS A	$782K	0.1%Prev: 0.1%	20,241 SH	Increased+461 SH
RTX CORPORATION	COM	$1.0M	0.2%Prev: 0.1%	5,516 SH	Increased+76 SH
RUBRIK INC.	CL A	$922K	0.1%	12,059 SH	New
SALESFORCE INC	COM	$420K	0.1%Prev: 0.1%	1,587 SH	Decreased-236 SH
SCHWAB CHARLES CORP	COM	$300K	0.0%Prev: 0.0%	3,000 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$241K	0.0%Prev: 0.0%	8,953 SH	Increased
SCHWAB STRATEGIC TR	US SML CAP ETF	$393K	0.1%Prev: 0.1%	13,815 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET FIN	$201K	0.0%	3,668 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$734K	0.1%	18,191 SH	New
SERVICETITAN INC	SHS CL A	$1.0M	0.2%	9,594 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$15.0M	2.3%Prev: 2.4%	93,335 SH	Decreased-12,651 SH
SNOWFLAKE INC	COM SHS	$12.2M	1.9%Prev: 1.9%	55,473 SH	Decreased+188 SH
SPDR GOLD TR	GOLD SHS	$201K	0.0%Prev: 0.0%	508 SH	Decreased-102 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.1M	0.5%Prev: 0.5%	4,562 SH	Decreased-225 SH
SPOTIFY TECHNOLOGY S A	SHS	$10.8M	1.7%Prev: 2.0%	18,620 SH	Decreased+49 SH
STEEL DYNAMICS INC	COM	$10.6M	1.6%Prev: 0.1%	62,334 SH	Increased+59,209 SH
STERLING INFRASTRUCTURE INC	COM	$844K	0.1%Prev: 0.2%	2,755 SH	Decreased-246 SH
STRATTEC SEC CORP	COM	$960K	0.1%Prev: 0.1%	12,609 SH	Increased-13 SH
TAPESTRY INC	COM	$1.1M	0.2%	8,842 SH	New
TECHNIPFMC PLC	COM	$944K	0.1%Prev: 0.1%	21,193 SH	Decreased-3,446 SH
TENET HEALTHCARE CORP	COM NEW	$858K	0.1%Prev: 0.1%	4,320 SH	Increased+550 SH
TESLA INC	COM	$22.0M	3.4%Prev: 3.4%	48,845 SH	Decreased-791 SH
THERAVANCE BIOPHARMA INC	COM	$1.1M	0.2%	59,371 SH	New
TOPBUILD CORP	COM	$863K	0.1%Prev: 0.1%	2,069 SH	Decreased-236 SH
TURNING PT BRANDS INC	COM	$981K	0.2%	9,053 SH	New
TUTOR PERINI CORP	COM	$896K	0.1%	13,370 SH	New
TYSON FOODS INC	CL A	$1.6M	0.2%Prev: 0.2%	26,664 SH	Increased+6,690 SH
UGI CORP NEW	COM	$990K	0.2%	26,443 SH	New
ULTA BEAUTY INC	COM	$984K	0.2%	1,627 SH	New
UNITED AIRLS HLDGS INC	COM	$15.3M	2.3%Prev: 1.4%	136,961 SH	Increased+40,908 SH
UNITEDHEALTH GROUP INC	COM	$2.2M	0.3%Prev: 0.3%	6,695 SH	Decreased+108 SH
UNIVERSAL INS HLDGS INC	COM	$1.0M	0.2%	29,774 SH	New
VALERO ENERGY CORP	COM	$5.9M	0.9%Prev: 0.0%	36,378 SH	Increased+34,878 SH
VANGUARD INDEX FDS	GROWTH ETF	$536K	0.1%Prev: 0.1%	1,099 SH	Increased+17 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$388K	0.1%Prev: 0.1%	1,156 SH	Decreased-215 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$679K	0.1%Prev: 0.1%	9,236 SH	Increased+14 SH
VERTIV HOLDINGS CO	COM CL A	$14.9M	2.3%Prev: 2.1%	91,932 SH	Increased+344 SH
WALMART INC	COM	$556K	0.1%Prev: 0.1%	4,995 SH	Increased+195 SH
WEC ENERGY GROUP INC	COM	$841K	0.1%Prev: 0.1%	7,975 SH	Decreased+183 SH
WELLS FARGO CO NEW	COM	$480K	0.1%Prev: 0.1%	5,148 SH	Increased
WILLIAMS COS INC	COM	$2.0M	0.3%Prev: 0.3%	33,871 SH	Decreased+175 SH
YUM BRANDS INC	COM	$250K	0.0%Prev: 0.1%	1,650 SH	Decreased-750 SH
ZIM INTEGRATED SHIPPING SERV	SHS	$618K	0.1%Prev: 0.1%	29,111 SH	Decreased-33,891 SH
ZIONS BANCORPORATION N A	COM	$2.0M	0.3%Prev: 0.3%	33,719 SH	Increased+863 SH

Sold (vs prior filing)

ALIBABA GROUP HLDG LTD — $15.0M
ANGLOGOLD ASHANTI PLC — $1.2M
AT&T INC — $207K
BITCOIN DEPOT INC — $514K
BK TECHNOLOGIES CORPORATION — $941K
BOOKING HOLDINGS INC — $9.0M
BRINKER INTL INC — $665K
CAL MAINE FOODS INC — $914K
CARDINAL HEALTH INC — $9.9M
CELESTICA INC — $869K
CF INDS HLDGS INC — $936K
CHENIERE ENERGY INC — $6.4M
CINEMARK HLDGS INC — $625K
CIRCLE INTERNET GROUP INC — $11.4M
COINBASE GLOBAL INC — $6.9M
DONEGAL GROUP INC — $799K
DUOLINGO INC — $812K
ENERGY SVCS ACQUISITION CORP — $884K
EVERQUOTE INC — $807K
EXELIXIS INC — $834K
… and 31 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001104659-26-011348	$652.3M	View
Nov 12, 2025	Q3 2025	13F-HR	0001104659-25-109951	$656.0M	View
Jul 20, 2026	Q2 2026