Fund HoldingsSIERRA SUMMIT ADVISORS LLC

Total Portfolio Value
$435.05M
Total Bought
$120.14M
Total Sold
$91.35M
Net Transaction
+$28.79M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
TECHNIPFMC PLC(FTI)0400,554+400,554010,5072.42%+10,507
LAM RESEARCH CORP(LRCX)012,196+12,19609,9532.29%+9,953
COREBRIDGE FINL INC(CRBD)0295,606+295,60608,6201.98%+8,620
ISHARES TR085,873+85,873018,9684.36%+18,968
VERTIV HOLDINGS CO(VRT)074,540+74,54007,4161.70%+7,416
BLACKSTONE INC(BX)30,42972,618+42,1893,76711,1202.56%+7,353
CONSTELLATION BRANDS INC(STZ)027,853+27,85307,1771.65%+7,177
ULTA BEAUTY INC(ULTA)016,895+16,89506,5741.51%+6,574
CSX CORP(CSX)0188,959+188,95906,5251.50%+6,525
APPLE INC(AAPL)107,372113,820+6,44822,61526,5206.10%+3,905
TESLA INC(TSLA)21,21329,534+8,3214,1987,7271.78%+3,529
META PLATFORMS INC(META)22,48325,755+3,27211,33614,7433.39%+3,407
FIRST SOLAR INC(FSLR)44,89953,102+8,20310,12313,2463.04%+3,123
QUANTA SVCS INC33,73235,499+1,7678,57110,5842.43%+2,013
NVIDIA CORPORATION(NVDA)188,541206,584+18,04323,29225,0885.77%+1,795
TARGET CORP(TGT)011,123+11,12301,7340.40%+1,734
GE VERNOVA INC(GEV)46,78736,984-9,8038,0249,4302.17%+1,406
PFIZER INC(PFE)349,690380,038+30,3489,78410,9982.53%+1,214
AECOM(ACM)65,88965,813-765,8076,7971.56%+989
PROTAGONIST THERAPEUTICS INC021,167+21,16709530.22%+953
INTERNATIONAL BUSINESS MACHS(IBM)9,07211,130+2,0581,5692,4610.57%+892
ASTRANA HEALTH INC(ASTH)014,787+14,78708570.20%+857
HEALTHSTREAM INC029,067+29,06708380.19%+838
BOOKING HOLDINGS INC(BKNG)1,7231,819+966,8267,6621.76%+836
ADVANCED MICRO DEVICES INC(AMD)055,457+55,45709,0992.09%+9,099
ADDUS HOMECARE CORP06,090+6,09008100.19%+810
MICROSOFT CORP(MSFT)22,29625,010+2,7149,96510,7622.47%+797
THERMO FISHER SCIENTIFIC INC(TMO)08,564+8,56405,2971.22%+5,297
BROADCOM INC(AVGO)1,51818,465+16,9472,4373,1850.73%+748
CUMMINS INC(CMI)5,1366,450+1,3141,4222,0880.48%+666
JPMORGAN CHASE & CO.(JPM)014,118+14,11802,9770.68%+2,977
ABBVIE INC(ABBV)12,09713,536+1,4392,0752,6730.61%+598
PALO ALTO NETWORKS INC(PANW)34,11935,387+1,26811,56712,0952.78%+529
UNITEDHEALTH GROUP INC(UNH)03,783+3,78302,2120.51%+2,212
ORACLE CORP(ORCL)3,2865,771+2,4854649830.23%+519
HOME DEPOT INC(HD)3,4144,140+7261,1751,6780.39%+502
JOHNSON & JOHNSON(JNJ)011,245+11,24501,8220.42%+1,822
NETFLIX INC(NFLX)8,4748,712+2385,7196,1791.42%+460
ALPHABET INC(GOOG)5,1708,370+3,2009481,3990.32%+451
BEL FUSE INC04,244+4,24404220.10%+422
ISHARES TR49,98660,998+11,0122,0752,4690.57%+394
CISCO SYS INC(CSCO)22,72127,555+4,8341,0791,4660.34%+387
CHUBB LIMITED
COM
4,2515,087+8361,0841,4670.34%+383
COMCAST CORP NEW(CCZ)035,089+35,08901,4660.34%+1,466
SPDR INDEX SHS FDS
ST STR PO EX ETF
010,000+10,00003760.09%+376
GILEAD SCIENCES INC(GILD)11,40813,770+2,3627831,1540.27%+372
NRG ENERGY INC(NRG)9,87012,509+2,6397681,1400.26%+371
HESS CORP2,7505,695+2,9454067730.18%+368
ISHARES TR01,317+1,31703640.08%+364
LENNAR CORP(LEN)01,920+1,92003600.08%+360
STEEL DYNAMICS INC(STLD)2,9005,787+2,8873767300.17%+354
CORNING INC(GLW)19,29823,925+4,6277501,0800.25%+330
INTEGER HLDGS CORP(ITGR)07,298+7,29809490.22%+949
RTX CORPORATION6,0997,714+1,6156129350.21%+322
NORTHEAST CMNTY BANCORP INC39,14738,229-9186981,0110.23%+314
GOLDMAN SACHS GROUP INC(GS)9551,448+4934327170.16%+285
M/I HOMES INC(MHO)05,159+5,15908840.20%+884
OMNICOM GROUP INC(OMC)08,494+8,49408780.20%+878
AMERICAN ELEC PWR CO INC4,9186,658+1,7404326830.16%+252
GENERAL DYNAMICS CORP(GD)2,7613,464+7038011,0470.24%+246
PACKAGING CORP AMER(PKG)3,5454,122+5776478880.20%+241
JUNIPER NETWORKS INC22,14126,369+4,2288071,0280.24%+221
AMAZON COM INC(AMZN)71,10874,917+3,80913,74213,9593.21%+218
BLACKROCK INC(BLK)532669+1374196350.15%+216
ZIONS BANCORPORATION N A(ZION)13,86317,190+3,3276018120.19%+210
COLGATE PALMOLIVE CO(CL)02,000+2,00002080.05%+208
AMGEN INC(AMGN)03,265+3,26501,0520.24%+1,052
VILLAGE SUPER MKT INC24,45826,748+2,2906468500.20%+204
MCDONALDS CORP(MCD)02,032+2,03206190.14%+619
WEC ENERGY GROUP INC(WEC)4,6535,574+9213655360.12%+171
SELECT SECTOR SPDR TR
ST STR REAL ETF
11,04313,311+2,2684245950.14%+170
SPDR S&P 500 ETF TR(SPY)3,7643,866+1022,0482,2180.51%+170
EVERGY INC(EVRG)7,6829,216+1,5344075710.13%+165
MILLER INDS INC TENN11,61713,156+1,5396398030.18%+163
INVESCO QQQ TR5,1235,363+2402,4542,6180.60%+163
BANK AMERICA CORP20,31424,466+4,1528089710.22%+163
TYSON FOODS INC(TSN)12,79615,007+2,2117318940.21%+163
ISHARES TR13,46913,594+1251,4371,5900.37%+153
AMDOCS LTD(DOX)05,501+5,50104810.11%+481
CME GROUP INC(CME)05,622+5,62201,2400.29%+1,240
KROGER CO(KR)6,2237,716+1,4933114420.10%+131
INTERPUBLIC GROUP COS INC017,190+17,19005440.12%+544
NORTHERN TR CORP(NTRS)05,560+5,56005010.12%+501
CAMPBELL SOUP CO(CPB)7,6249,684+2,0603454740.11%+129
ACCENTURE PLC IRELAND
SHS CLASS A
02,475+2,47508750.20%+875
DUKE ENERGY CORP NEW(DUK)3,1313,765+6343144340.10%+120
AFLAC INC(AFL)5,0005,00004475590.13%+112
GOLD FIELDS LTD(GFI)029,802+29,80204570.11%+457
KIMBERLY-CLARK CORP(KMB)2,3372,972+6353234230.10%+100
SEMPRA(SRE)4,3245,123+7993294280.10%+100
HONDA MOTOR LTD(HMC)022,253+22,25307060.16%+706
DOW INC(DOW)09,559+9,55905220.12%+522
VANGUARD INTL EQUITY INDEX F7,2208,165+9454235140.12%+91
NUCOR CORP(NUE)03,471+3,47105220.12%+522
ISHARES TR24,75024,75001,0541,1350.26%+81
CONSTELLATION ENERGY CORP(CEG)1,3471,34702703500.08%+80
GENUINE PARTS CO(GPC)3,6264,140+5145025780.13%+77
ARCHER DANIELS MIDLAND CO6,4687,746+1,2783914630.11%+72
POLARIS INC(PII)04,059+4,05903380.08%+338
MAGNA INTL INC(MGA)08,297+8,29703410.08%+341
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