Fund HoldingsSIERRA SUMMIT ADVISORS LLC

Total Portfolio Value
$367.52M
Total Bought
$114.09M
Total Sold
$109.32M
Net Transaction
+$4.77M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR055,238+55,238011,6173.16%+11,617
ICON PLC(ICLR)031,901+31,901010,7172.92%+10,717
MATCH GROUP INC NEW(MTCH)0254,692+254,69209,2402.51%+9,240
NVIDIA CORPORATION(NVDA)21,24021,858+61810,51819,7505.37%+9,232
PFIZER INC(PFE)0333,218+333,21809,2472.52%+9,247
AMGEN INC(AMGN)022,392+22,39206,3661.73%+6,366
QUANTA SVCS INC022,824+22,82405,9301.61%+5,930
NETFLIX INC(NFLX)07,523+7,52304,5691.24%+4,569
SHOPIFY INC(SHOP)68,727119,257+50,5305,3549,2032.50%+3,849
ZSCALER INC(ZS)25,31647,143+21,8275,6099,0812.47%+3,472
SNOWFLAKE INC(SNOW)20,29045,473+25,1834,0387,3482.00%+3,311
META PLATFORMS INC(META)22,46622,156-3107,95210,7592.93%+2,806
ELI LILLY & CO(LLY)6,3928,340+1,9483,7266,4881.77%+2,762
CELSIUS HLDGS INC(CELH)141,707123,246-18,4617,72610,2202.78%+2,494
INVESCO QQQ TR05,382+5,38202,3900.65%+2,390
ADVANCED MICRO DEVICES INC(AMD)46,02750,704+4,6776,7859,1522.49%+2,367
INTUITIVE SURGICAL INC25,30326,985+1,6828,53610,7692.93%+2,233
BOOKING HOLDINGS INC(BKNG)1,1261,680+5543,9946,0951.66%+2,101
AMAZON COM INC(AMZN)67,05967,014-4510,18912,0883.29%+1,899
MERCADOLIBRE INC(MELI)4,7986,167+1,3697,5409,3242.54%+1,784
TARGET CORP08,382+8,38201,4850.40%+1,485
BOSTON SCIENTIFIC CORP(BSX)139,045138,012-1,0338,0389,4522.57%+1,414
RUSH ENTERPRISES INC(RUSHA)023,719+23,71901,2690.35%+1,269
ALPHABET INC(GOOG)79,21780,669+1,45211,06612,1753.31%+1,110
SALESFORCE INC(CRM)29,02428,799-2257,6378,6742.36%+1,036
FORESTAR GROUP INC(FOR)016,796+16,79606750.18%+675
INTEGER HLDGS CORP(ITGR)05,413+5,41306320.17%+632
CNX RES CORP(CNX)026,615+26,61506310.17%+631
DAKTRONICS INC(DAKT)063,077+63,07706280.17%+628
THERMO FISHER SCIENTIFIC INC(TMO)13,41613,320-967,1217,7422.11%+621
M/I HOMES INC(MHO)04,551+4,55106200.17%+620
MILLER INDS INC TENN012,249+12,24906140.17%+614
MUELLER INDS INC(MLI)011,226+11,22606050.16%+605
OSI SYSTEMS INC(OSIS)04,188+4,18805980.16%+598
CORNING INC(GLW)017,995+17,99505930.16%+593
GREEN BRICK PARTNERS INC(GRBK)09,678+9,67805830.16%+583
SOLARWINDS CORP046,138+46,13805820.16%+582
MARATHON DIGITAL HOLDINGS IN(MARA)025,494+25,49405760.16%+576
VILLAGE SUPER MKT INC020,105+20,10505750.16%+575
ACM RESH INC(ACMR)019,497+19,49705680.15%+568
PHOTRONICS INC(PLAB)019,717+19,71705580.15%+558
PERDOCEO ED CORP(PRDO)031,685+31,68505560.15%+556
EPLUS INC(PLUS)07,034+7,03405520.15%+552
GREENLIGHT CAPITAL RE LTD044,218+44,21805510.15%+551
SURMODICS INC018,792+18,79205510.15%+551
RTX CORPORATION05,634+5,63405490.15%+549
PARK-OHIO HLDGS CORP020,382+20,38205440.15%+544
GREENBRIER COS INC(GBX)010,235+10,23505330.15%+533
VISA INC(V)27,60327,515-887,1867,6792.09%+492
SPDR S&P 500 ETF TR(SPY)2,4743,176+7021,1761,6610.45%+485
SPOK HLDGS INC030,328+30,32804840.13%+484
JPMORGAN CHASE & CO(JPM)12,06412,352+2882,0522,4740.67%+422
COMCAST CORP NEW(CCZ)17,89625,561+7,6657851,1080.30%+323
ABBVIE INC(ABBV)10,91310,942+291,6911,9930.54%+301
UIPATH INC(PATH)237,385272,434+35,0495,8976,1761.68%+279
INTERNATIONAL BUSINESS MACHS(IBM)8,0188,075+571,3111,5420.42%+231
QUALCOMM INC(QCOM)6,8297,168+3399881,2140.33%+226
ISHARES TR43,94044,286+3461,7181,9020.52%+184
MERCK & CO INC(MRK)5,7446,093+3496268040.22%+178
DISNEY WALT CO(DIS)04,580+4,58005600.15%+560
TYSON FOODS INC(TSN)9,78211,736+1,9545266890.19%+163
CHUBB LIMITED
COM
3,7333,872+1398441,0030.27%+160
CUMMINS INC(CMI)4,9934,583-4101,1961,3500.37%+154
DATADOG INC(DDOG)37,29937,871+5724,5274,6811.27%+154
NRG ENERGY INC(NRG)8,9849,111+1274646170.17%+152
JUNIPER NETWORKS INC19,09819,257+1595637140.19%+151
MICRON TECHNOLOGY INC(MU)03,425+3,42504040.11%+404
CITIGROUP INC(C)05,260+5,26003330.09%+333
PACKAGING CORP AMER(PKG)2,7643,029+2654505750.16%+125
HONDA MOTOR LTD(HMC)16,21816,255+375016050.16%+104
KLA CORP(KLAC)84584504915900.16%+99
CRYOPORT INC42,91042,91006657600.21%+95
HOME DEPOT INC(HD)2,2252,237+127718580.23%+87
VERIZON COMMUNICATIONS INC(VZ)07,060+7,06002960.08%+296
NUCOR CORP(NUE)02,435+2,43504820.13%+482
OMNICOM GROUP INC(OMC)6,1136,133+205295930.16%+65
GENERAL DYNAMICS CORP(GD)2,4812,496+156447050.19%+61
ISHARES TR4,8124,81205916500.18%+59
STEEL DYNAMICS INC(STLD)01,925+1,92502850.08%+285
GENUINE PARTS CO(GPC)02,992+2,99204640.13%+464
GOLDMAN SACHS GROUP INC(GS)0799+79903340.09%+334
NORTHERN TR CORP(NTRS)04,086+4,08603630.10%+363
SCHWAB STRATEGIC TR07,435+7,43503660.10%+366
PALO ALTO NETWORKS INC(PANW)26,61527,771+1,1567,8487,8912.15%+42
PURE STORAGE INC(P)05,525+5,52502870.08%+287
WALMART INC(WMT)04,800+4,80002890.08%+289
BANK AMERICA CORP08,600+8,60003260.09%+326
GENERAL MLS INC(GIS)6,9296,949+204514860.13%+35
SCHWAB STRATEGIC TR05,845+5,84503570.10%+357
VANGUARD INDEX FDS2,9442,745-1999159450.26%+30
GOLD FIELDS LTD(GFI)021,523+21,52303420.09%+342
CME GROUP INC(CME)5,6225,62201,1841,2100.33%+26
DOW INC(DOW)7,6317,673+424184440.12%+26
SCHWAB STRATEGIC TR04,475+4,47502780.08%+278
ISHARES TR04,400+4,40002670.07%+267
ISHARES TR24,75024,75009951,0170.28%+22
PEPSICO INC(PEP)02,299+2,29904020.11%+402
YUM BRANDS INC(YUM)02,400+2,40003330.09%+333
KIMBERLY-CLARK CORP(KMB)02,151+2,15102780.08%+278
POLARIS INC(PII)02,956+2,95602960.08%+296
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