SIERRA SUMMIT ADVISORS LLC
187 holdingsFiling period: 2026-06-30Current AUM: $839.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 229.7K | $46.0M | $48.7M | 5.80% | +1.4K | 2026-06-30 |
| 2 | ALAB | ASTERA LABS INC | 92.6K | $44.7M | $23.4M | 2.79% | -7,584 | 2026-06-30 |
| 3 | MU | MICRON TECHNOLOGY INC | 30.6K | $35.3M | $28.4M | 3.38% | +586 | 2026-06-30 |
| 4 | GOOGL | ALPHABET INC | 87.0K | $31.1M | $30.0M | 3.57% | +1.2K | 2026-06-30 |
| 5 | AAPL | APPLE INC | 106.6K | $30.9M | $35.3M | 4.21% | -4,931 | 2026-06-30 |
| 6 | MRVL | MARVELL TECHNOLOGY INC | 96.7K | $28.8M | $21.4M | 2.55% | +1.8K | 2026-06-30 |
| 7 | HOOD | ROBINHOOD MKTS INC | 247.6K | $24.8M | $27.3M | 3.26% | +52.3K | 2026-06-30 |
| 8 | LLY | ELI LILLY & CO | 19.9K | $23.9M | $22.6M | 2.70% | +633 | 2026-06-30 |
| 9 | LRCX | LAM RESEARCH CORP | 53.0K | $23.0M | $14.4M | 1.71% | +1.3K | 2026-06-30 |
| 10 | TSLA | TESLA INC | 54.2K | $22.8M | $19.3M | 2.30% | +1.1K | 2026-06-30 |
| 11 | GEV | GE VERNOVA INC | 19.0K | $22.3M | $16.8M | 2.00% | +712 | 2026-06-30 |
| 12 | C | CITIGROUP INC | 148.8K | $20.8M | $20.3M | 2.41% | +23 | 2026-06-30 |
| 13 | VRT | VERTIV HOLDINGS CO | 62.1K | $20.8M | $14.6M | 1.74% | -3,835 | 2026-06-30 |
| 14 | AMZN | AMAZON COM INC | 82.1K | $19.6M | $20.4M | 2.43% | +2.8K | 2026-06-30 |
| 15 | LITE | LUMENTUM HLDGS INC | 21.7K | $18.6M | $18.2M | 2.17% | -3,818 | 2026-06-30 |
| 16 | TER | TERADYNE INC | 35.7K | $17.3M | $11.9M | 1.41% | +1.3K | 2026-06-30 |
| 17 | SHOP | SHOPIFY INC | 150.9K | $17.2M | $19.6M | 2.33% | +53.8K | 2026-06-30 |
| 18 | SOFI | SOFI TECHNOLOGIES INC | 895.3K | $16.1M | $15.3M | 1.82% | -- | 2026-06-30 |
| 19 | RDDT | REDDIT INC | 90.4K | $15.7M | $14.4M | 1.72% | +14.9K | 2026-06-30 |
| 20 | ANET | ARISTA NETWORKS INC | 89.3K | $15.2M | $17.2M | 2.05% | +4.3K | 2026-06-30 |
| 21 | META | META PLATFORMS INC | 26.8K | $15.1M | $18.0M | 2.14% | +3.8K | 2026-06-30 |
| 22 | STLD | STEEL DYNAMICS INC | 65.5K | $15.0M | $15.7M | 1.87% | -355 | 2026-06-30 |
| 23 | ENTG | ENTEGRIS INC | 83.2K | $15.0M | $10.8M | 1.28% | -- | 2026-06-30 |
| 24 | PWR | QUANTA SVCS INC | 20.5K | $14.8M | $12.6M | 1.50% | +1.3K | 2026-06-30 |
| 25 | P | EVERPURE INC | 173.1K | $13.6M | $16.8M | 2.00% | +167.0K | 2026-06-30 |
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