Fund HoldingsSIERRA SUMMIT ADVISORS LLC

Total Portfolio Value
$403.15M
Total Bought
$102.23M
Total Sold
$59.57M
Net Transaction
+$42.66M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
FIRST SOLAR INC(FSLR)044,899+44,899010,1232.51%+10,123
GE VERNOVA INC(GEV)046,787+46,78708,0241.99%+8,024
PHILLIPS 66(PSX)044,356+44,35606,2621.55%+6,262
MONGODB INC(MDB)024,050+24,05006,0121.49%+6,012
AECOM(ACM)065,889+65,88905,8071.44%+5,807
DATADOG INC(DDOG)37,87180,598+42,7274,68110,4532.59%+5,772
TESLA INC(TSLA)021,213+21,21304,1981.04%+4,198
BLACKSTONE INC(BX)030,429+30,42903,7670.93%+3,767
PALO ALTO NETWORKS INC(PANW)27,77134,119+6,3487,89111,5672.87%+3,676
CBOE GLOBAL MKTS INC(CBOE)053,295+53,29509,0632.25%+9,063
NVIDIA CORPORATION(NVDA)21,858188,541+166,68319,75023,2925.78%+3,542
PDD HOLDINGS INC(PDD)023,298+23,29803,0970.77%+3,097
ALPHABET INC(GOOG)80,66983,042+2,37312,17515,1263.75%+2,951
QUANTA SVCS INC22,82433,732+10,9085,9308,5712.13%+2,641
APPLE INC(AAPL)0107,372+107,372022,6155.61%+22,615
BOSTON SCIENTIFIC CORP(BSX)138,012147,030+9,0189,45211,3232.81%+1,870
AMAZON COM INC(AMZN)67,01471,108+4,09412,08813,7423.41%+1,654
ELI LILLY & CO(LLY)8,3408,899+5596,4888,0572.00%+1,569
INTUITIVE SURGICAL INC26,98527,189+20410,76912,0953.00%+1,326
NETFLIX INC(NFLX)7,5238,474+9514,5695,7191.42%+1,150
MERCADOLIBRE INC(MELI)6,1676,324+1579,32410,3932.58%+1,069
CROWDSTRIKE HLDGS INC(CRWD)015,011+15,01105,7521.43%+5,752
MICROSOFT CORP(MSFT)022,296+22,29609,9652.47%+9,965
GILEAD SCIENCES INC(GILD)011,408+11,40807830.19%+783
BOOKING HOLDINGS INC(BKNG)1,6801,723+436,0956,8261.69%+731
HOMETRUST BANCSHARES INC(HTB)023,692+23,69207110.18%+711
NORTHEAST CMNTY BANCORP INC039,147+39,14706980.17%+698
LULULEMON ATHLETICA INC(LULU)025,498+25,49807,6161.89%+7,616
INNOVATIVE INDL PPTYS INC(IIPR)06,157+6,15706720.17%+672
URBAN EDGE PPTYS(UE)036,127+36,12706670.17%+667
TEEKAY CORPORATION072,999+72,99906550.16%+655
BROADCOM INC(AVGO)01,518+1,51802,4370.60%+2,437
SIGNET JEWELERS LIMITED
SHS
07,250+7,25006490.16%+649
CLEARWATER PAPER CORP013,118+13,11806360.16%+636
IMMERSION CORP063,201+63,20105950.15%+595
META PLATFORMS INC(META)22,15622,483+32710,75911,3362.81%+578
PFIZER INC(PFE)333,218349,690+16,4729,2479,7842.43%+538
BANK AMERICA CORP8,60020,314+11,7143268080.20%+482
AFLAC INC(AFL)05,000+5,00004470.11%+447
EVERGY INC(EVRG)07,682+7,68204070.10%+407
QUALCOMM INC(QCOM)7,1688,047+8791,2141,6030.40%+389
SPDR S&P 500 ETF TR(SPY)3,1763,764+5881,6612,0480.51%+387
WEC ENERGY GROUP INC(WEC)04,653+4,65303650.09%+365
DAKTRONICS INC(DAKT)63,07769,060+5,9836289630.24%+335
HOME DEPOT INC(HD)2,2373,414+1,1778581,1750.29%+317
KROGER CO(KR)06,223+6,22303110.08%+311
ISHARES TR4,4009,400+5,0002675500.14%+283
CONSTELLATION ENERGY CORP(CEG)01,347+1,34702700.07%+270
ORACLE CORP(ORCL)03,286+3,28604640.12%+464
MICRON TECHNOLOGY INC(MU)3,4254,568+1,1434046010.15%+197
HESS CORP02,750+2,75004060.10%+406
ISHARES TR44,28649,986+5,7001,9022,0750.51%+173
PURE STORAGE INC(P)5,5257,035+1,5102874520.11%+164
ALPHABET INC(GOOG)05,170+5,17009480.24%+948
CORNING INC(GLW)17,99519,298+1,3035937500.19%+157
NRG ENERGY INC(NRG)9,1119,870+7596177680.19%+152
ISHARES TR013,469+13,46901,4370.36%+1,437
GREENLIGHT CAPITAL RE LTD44,21851,409+7,1915516730.17%+122
GREENBRIER COS INC(GBX)10,23513,152+2,9175336520.16%+118
ACM RESH INC(ACMR)19,49729,080+9,5835686710.17%+102
GOLDMAN SACHS GROUP INC(GS)799955+1563344320.11%+98
GENERAL DYNAMICS CORP(GD)2,4962,761+2657058010.20%+96
JUNIPER NETWORKS INC19,25722,141+2,8847148070.20%+94
STEEL DYNAMICS INC(STLD)1,9252,900+9752853760.09%+90
ABBVIE INC(ABBV)10,94212,097+1,1551,9932,0750.51%+82
CHUBB LIMITED
COM
3,8724,251+3791,0031,0840.27%+81
AT&T INC(T)013,521+13,52102580.06%+258
ISHARES TR4,8124,81206507240.18%+74
AMERICAN ELEC PWR CO INC04,918+4,91804320.11%+432
PACKAGING CORP AMER(PKG)3,0293,545+5165756470.16%+72
CUMMINS INC(CMI)4,5835,136+5531,3501,4220.35%+72
VILLAGE SUPER MKT INC20,10524,458+4,3535756460.16%+71
VANGUARD INTL EQUITY INDEX F07,220+7,22004230.11%+423
VISA INC(V)27,51529,512+1,9977,6797,7461.92%+67
CNX RES CORP(CNX)26,61528,657+2,0426316960.17%+65
INVESCO QQQ TR5,3825,123-2592,3902,4540.61%+65
RTX CORPORATION5,6346,099+4655496120.15%+63
PERDOCEO ED CORP(PRDO)31,68528,727-2,9585566150.15%+59
MERCK & CO INC(MRK)6,0936,970+8778048630.21%+59
REGENERON PHARMACEUTICALS(REGN)0585+58506150.15%+615
SEMPRA(SRE)04,324+4,32403290.08%+329
EXXON MOBIL CORP04,632+4,63205330.13%+533
BLACKROCK INC(BLK)0532+53204190.10%+419
ZIONS BANCORPORATION N A(ZION)013,863+13,86306010.15%+601
DUKE ENERGY CORP NEW(DUK)03,131+3,13103140.08%+314
KIMBERLY-CLARK CORP(KMB)2,1512,337+1862783230.08%+45
TYSON FOODS INC(TSN)11,73612,796+1,0606897310.18%+42
GENUINE PARTS CO(GPC)2,9923,626+6344645020.12%+38
WELLS FARGO CO NEW(WFC)07,401+7,40104400.11%+440
ISHARES TR24,75024,75001,0171,0540.26%+37
SELECT SECTOR SPDR TR
ST STR REAL ETF
011,043+11,04304240.11%+424
WALMART INC(WMT)4,8004,80002893250.08%+36
SCHWAB STRATEGIC TR4,4754,845+3702783110.08%+34
WILLIAMS COS INC(WMB)09,483+9,48304030.10%+403
CAMPBELL SOUP CO(CPB)07,624+7,62403450.09%+345
CHEVRON CORP NEW(CVX)01,839+1,83902880.07%+288
INTERNATIONAL BUSINESS MACHS(IBM)8,0759,072+9971,5421,5690.39%+27
ARCHER DANIELS MIDLAND CO06,468+6,46803910.10%+391
MILLER INDS INC TENN12,24911,617-6326146390.16%+25
CISCO SYS INC(CSCO)022,721+22,72101,0790.27%+1,079
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