Fund HoldingsSIERRA SUMMIT ADVISORS LLC

Total Portfolio Value
$461.55M
Total Bought
$152.08M
Total Sold
$151.36M
Net Transaction
+$724.3K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
QUANTA SVCS INC040,883+40,883010,3922.25%+10,392
SOFI TECHNOLOGIES INC(SOFI)0835,380+835,38009,7152.10%+9,715
DOCUSIGN INC(DOCU)0116,078+116,07809,4492.05%+9,449
DOXIMITY INC(DOCS)0151,761+151,76108,8071.91%+8,807
ROBINHOOD MKTS INC(HOOD)0200,677+200,67708,3521.81%+8,352
VEEVA SYS INC(VEEV)034,360+34,36007,9591.72%+7,959
D R HORTON INC(DHI)054,900+54,90006,9791.51%+6,979
GEN DIGITAL INC(GEN)0215,975+215,97505,7321.24%+5,732
ASTERA LABS INC(ALAB)094,834+94,83405,6591.23%+5,659
SNOWFLAKE INC(SNOW)033,902+33,90204,9551.07%+4,955
CENCORA INC014,888+14,88804,1400.90%+4,140
UNITED AIRLS HLDGS INC(UAL)058,651+58,65104,0500.88%+4,050
MONGODB INC(MDB)021,374+21,37403,7490.81%+3,749
NETFLIX INC(NFLX)10,81113,617+2,8069,63612,6982.75%+3,062
INVESCO QQQ TR05,599+5,59902,6250.57%+2,625
MERCADOLIBRE INC(MELI)05,582+5,582010,8902.36%+10,890
ELI LILLY & CO(LLY)10,85611,575+7198,3819,5602.07%+1,179
COCA COLA CO(KO)014,051+14,05101,0060.22%+1,006
WILLIAMS COS INC(WMB)8,93823,801+14,8634841,4220.31%+939
TEXAS INSTRS INC(TXN)04,862+4,86208740.19%+874
CONSTELLATION BRANDS INC(STZ)04,585+4,58508410.18%+841
BERKSHIRE HATHAWAY INC DEL01+107980.17%+798
FOX CORP(FOX)013,780+13,78007800.17%+780
BRISTOL-MYERS SQUIBB CO(BMY)17,54128,822+11,2819921,7580.38%+766
PILGRIMS PRIDE CORP(PPC)013,862+13,86207560.16%+756
RTX CORPORATION(RTX)05,672+5,67207510.16%+751
UNITED FIRE GROUP INC(UFCS)025,031+25,03107370.16%+737
VIRTU FINL INC(VIRT)018,621+18,62107100.15%+710
VANGUARD INDEX FDS02,511+2,51106900.15%+690
M-TRON INDS INC015,015+15,01506690.14%+669
ARGAN INC05,088+5,08806670.14%+667
SPROUTS FMRS MKT INC(SFM)04,325+4,32506600.14%+660
CATALYST PHARMACEUTICALS INC(CPRX)026,478+26,47806420.14%+642
CORCEPT THERAPEUTICS INC(CORT)05,553+5,55306340.14%+634
VICTORY CAP HLDGS INC(VCTR)010,949+10,94906340.14%+634
NETGEAR INC025,877+25,87706330.14%+633
CARPENTER TECHNOLOGY CORP(CRS)03,467+3,46706280.14%+628
ESQUIRE FINL HLDGS INC(ESQ)08,267+8,26706230.14%+623
WILLIAMS SONOMA INC(WSM)03,922+3,92206200.13%+620
BANK AMERICA CORP28,41144,648+16,2371,2491,8630.40%+614
ENERGY SVCS ACQUISITION CORP063,271+63,27105980.13%+598
MATSON INC(MATX)04,641+4,64105950.13%+595
GRANITE CONSTR INC(GVA)07,863+7,86305930.13%+593
BREAD FINANCIAL HOLDINGS INC011,791+11,79105900.13%+590
JANUS HENDERSON GROUP PLC016,247+16,24705870.13%+587
SEZZLE INC(SEZL)016,830+16,83005870.13%+587
ENOVA INTL INC(ENVA)06,061+6,06105850.13%+585
ALLISON TRANSMISSION HLDGS I(ALSN)06,080+6,08005820.13%+582
COMFORT SYS USA INC(FIX)01,802+1,80205810.13%+581
PJT PARTNERS INC(PJT)04,195+4,19505780.13%+578
GILEAD SCIENCES INC(GILD)23,07524,132+1,0572,1312,7040.59%+573
JONES LANG LASALLE INC(JLL)02,273+2,27305640.12%+564
STERLING INFRASTRUCTURE INC(STRL)04,971+4,97105630.12%+563
CUSHMAN WAKEFIELD PLC(CWK)055,008+55,00805620.12%+562
CLIMB GLOBAL SOLUTIONS INC05,001+5,00105540.12%+554
DUTCH BROS INC(BROS)08,906+8,90605500.12%+550
ZIM INTEGRATED SHIPPING SERV
SHS
035,768+35,76805220.11%+522
LOUISIANA PAC CORP(LPX)05,553+5,55305110.11%+511
BYRNA TECHNOLOGIES INC028,130+28,13004740.10%+474
ZIONS BANCORPORATION N A(ZION)21,70132,380+10,6791,1771,6140.35%+437
ABBVIE INC(ABBV)15,68715,298-3892,7883,2050.69%+418
SEMPRA(SRE)6,75414,153+7,3995921,0100.22%+417
INTERNATIONAL BUSINESS MACHS(IBM)14,45414,298-1563,1773,5550.77%+378
EVERQUOTE INC(EVER)29,25536,379+7,1245859530.21%+368
GOLD FIELDS LTD(GFI)036,544+36,54408070.17%+807
JOHNSON & JOHNSON(JNJ)13,92714,060+1332,0142,3320.51%+318
BUCKLE INC(BKE)07,927+7,92703040.07%+304
ISHARES TR063,272+63,27202,6620.58%+2,662
NRG ENERGY INC(NRG)17,02718,539+1,5121,5361,7700.38%+234
STRIDE INC(LRN)5,4526,276+8245677940.17%+227
AT&T INC(T)07,314+7,31402070.04%+207
INTERDIGITAL INC(IDCC)3,0093,775+7665837800.17%+198
MCDONALDS CORP(MCD)5,1605,405+2451,4961,6880.37%+193
KROGER CO(KR)20,58221,377+7951,2591,4470.31%+188
CME GROUP INC(CME)5,6225,62201,3061,4910.32%+186
BRINKER INTL INC(EAT)4,1994,922+7235557340.16%+178
TYSON FOODS INC(TSN)19,87720,647+7701,1421,3170.29%+176
DAVE INC(DAVE)5,8758,103+2,2285116700.15%+159
TECHNIPFMC PLC(FTI)025,302+25,30208020.17%+802
ALIBABA GROUP HLDG LTD(BABA)76,44450,155-26,2896,4826,6321.44%+150
WEC ENERGY GROUP INC(WEC)7,4027,672+2706968360.18%+140
STARBUCKS CORP(SBUX)9,90010,548+6489031,0350.22%+131
AMERICAN ELEC PWR CO INC07,403+7,40308090.18%+809
VANGUARD INTL EQUITY INDEX F09,252+9,25205610.12%+561
EVERGY INC(EVRG)12,25412,640+3867548720.19%+117
CBOE GLOBAL MKTS INC(CBOE)03,704+3,70408380.18%+838
SALESFORCE INC(CRM)1,3902,158+7684655790.13%+114
NUCOR CORP(NUE)8,8139,417+6041,0291,1330.25%+105
CORECIVIC INC(CXW)26,39833,324+6,9265746760.15%+102
TALEN ENERGY CORP(TLN)2,7833,318+5355616630.14%+102
JOHNSON CTLS INTL PLC
SHS
16,90117,793+8921,3341,4250.31%+91
DORMAN PRODS INC(DORM)4,3615,433+1,0725656550.14%+90
NORFOLK SOUTHN CORP(NSC)5,3485,660+3121,2551,3410.29%+85
ARISTA NETWORKS INC(ANET)81,430117,245+35,8159,0009,0841.97%+84
GENERAL DYNAMICS CORP(GD)4,6724,777+1051,2311,3020.28%+71
ABBOTT LABS03,500+3,50004640.10%+464
DUKE ENERGY CORP NEW(DUK)4,9694,918-515356000.13%+64
CHUBB LIMITED
COM
6,3616,023-3381,7581,8190.39%+61
HAWKINS INC(HWKN)4,6055,897+1,2925656250.14%+60
YUM BRANDS INC(YUM)02,400+2,40003780.08%+378
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