Fund HoldingsSIERRA SUMMIT ADVISORS LLC

Total Portfolio Value
$497.91M
Total Bought
$182.29M
Total Sold
$120.77M
Net Transaction
+$61.52M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLOCK INC(XYZ)0158,309+158,309013,4552.70%+13,455
MARVELL TECHNOLOGY INC(MRVL)0110,925+110,925012,2522.46%+12,252
CORNING INC(GLW)23,925270,694+246,7691,08012,8632.58%+11,783
LAM RESEARCH CORP(LRCX)0162,242+162,242011,7192.35%+11,719
CITIGROUP INC(C)0167,534+167,534011,7932.37%+11,793
TESLA INC(TSLA)29,53446,399+16,8657,72718,7383.76%+11,011
RALPH LAUREN CORP(RL)040,944+40,94409,4571.90%+9,457
ARISTA NETWORKS INC(ANET)081,430+81,43009,0001.81%+9,000
TAIWAN SEMICONDUCTOR MFG LTD(TSM)043,223+43,22308,5361.71%+8,536
KLAVIYO INC(KVYO)0192,816+192,81607,9521.60%+7,952
ALIBABA GROUP HLDG LTD(BABA)076,444+76,44406,4821.30%+6,482
EMCOR GROUP INC(EME)012,229+12,22905,5511.11%+5,551
ALPHABET INC(GOOG)0101,923+101,923019,2943.87%+19,294
NVIDIA CORPORATION(NVDA)206,584217,705+11,12125,08829,2365.87%+4,148
NETFLIX INC(NFLX)8,71210,811+2,0996,1799,6361.94%+3,457
VERTIV HOLDINGS CO(VRT)74,54093,136+18,5967,41610,5812.13%+3,165
AMAZON COM INC(AMZN)74,91777,785+2,86813,95917,0653.43%+3,106
BLACKSTONE INC(BX)72,61878,412+5,79411,12013,5202.72%+2,400
QUANTA SVCS INC35,49939,671+4,17210,58412,5382.52%+1,954
PALO ALTO NETWORKS INC(PANW)35,38776,639+41,25212,09513,9452.80%+1,850
BROADCOM INC(AVGO)18,46520,487+2,0223,1854,7500.95%+1,564
COREBRIDGE FINL INC(CRBD)295,606338,471+42,8658,62010,1302.03%+1,511
META PLATFORMS INC(META)25,75527,760+2,00514,74316,2543.26%+1,511
BOSTON SCIENTIFIC CORP(BSX)0118,350+118,350010,5712.12%+10,571
JOHNSON CTLS INTL PLC
SHS
016,901+16,90101,3340.27%+1,334
NORFOLK SOUTHN CORP(NSC)05,348+5,34801,2550.25%+1,255
TRUIST FINL CORP(TFC)028,404+28,40401,2320.25%+1,232
BRISTOL-MYERS SQUIBB CO(BMY)017,541+17,54109920.20%+992
GILEAD SCIENCES INC(GILD)13,77023,075+9,3051,1542,1310.43%+977
STARBUCKS CORP(SBUX)09,900+9,90009030.18%+903
MCDONALDS CORP(MCD)2,0325,160+3,1286191,4960.30%+877
BLACKROCK INC(BLK)0845+84508660.17%+866
PROCTER AND GAMBLE CO(PG)05,039+5,03908450.17%+845
KROGER CO(KR)7,71620,582+12,8664421,2590.25%+816
ISHARES TR
RUSEL 2500 ETF
011,901+11,90108090.16%+809
GOLDMAN SACHS GROUP INC(GS)1,4482,550+1,1027171,4600.29%+743
INTERNATIONAL BUSINESS MACHS(IBM)11,13014,454+3,3242,4613,1770.64%+717
APPLE INC(AAPL)113,820108,615-5,20526,52027,1995.46%+679
INTUITIVE SURGICAL INC021,449+21,449011,1962.25%+11,196
CISCO SYS INC(CSCO)27,55534,881+7,3261,4662,0650.41%+598
BOOKING HOLDINGS INC(BKNG)1,8191,661-1587,6628,2531.66%+591
EVERQUOTE INC(EVER)029,255+29,25505850.12%+585
INTERDIGITAL INC(IDCC)03,009+3,00905830.12%+583
CAL MAINE FOODS INC(CALM)05,646+5,64605810.12%+581
CORECIVIC INC(CXW)026,398+26,39805740.12%+574
STRIDE INC(LRN)05,452+5,45205670.11%+567
DORMAN PRODS INC(DORM)04,361+4,36105650.11%+565
HAWKINS INC(HWKN)04,605+4,60505650.11%+565
SYNCHRONY FINANCIAL(SYF)08,639+8,63905620.11%+562
SKYWEST INC(SKYW)05,601+5,60105610.11%+561
TALEN ENERGY CORP(TLN)02,783+2,78305610.11%+561
ZILLOW GROUP INC(Z)07,842+7,84205560.11%+556
BRINKER INTL INC(EAT)04,199+4,19905550.11%+555
ABERCROMBIE & FITCH CO03,697+3,69705530.11%+553
COMMVAULT SYS INC(CVLT)03,659+3,65905520.11%+552
POWELL INDS INC(POWL)02,483+2,48305500.11%+550
UBIQUITI INC(UI)01,655+1,65505490.11%+549
CELESTICA INC(CLS)05,883+5,88305430.11%+543
DAVE INC(DAVE)05,875+5,87505110.10%+511
INNODATA INC(INOD)012,862+12,86205080.10%+508
NUCOR CORP(NUE)3,4718,813+5,3425221,0290.21%+507
HIMS & HERS HEALTH INC(HIMS)020,003+20,00304840.10%+484
NATURAL GROCERS BY VITAMIN C011,130+11,13004420.09%+442
HOME DEPOT INC(HD)4,1405,426+1,2861,6782,1110.42%+433
NRG ENERGY INC(NRG)12,50917,027+4,5181,1401,5360.31%+397
TRAVELZOO019,739+19,73903940.08%+394
ZIONS BANCORPORATION N A(ZION)17,19021,701+4,5118121,1770.24%+366
ELI LILLY & CO(LLY)010,856+10,85608,3811.68%+8,381
CROWDSTRIKE HLDGS INC(CRWD)0910+91003110.06%+311
CHUBB LIMITED
COM
5,0876,361+1,2741,4671,7580.35%+291
BANK AMERICA CORP24,46628,411+3,9459711,2490.25%+278
JUNIPER NETWORKS INC26,36934,473+8,1041,0281,2910.26%+263
PACKAGING CORP AMER(PKG)4,1225,075+9538881,1430.23%+255
TYSON FOODS INC(TSN)15,00719,877+4,8708941,1420.23%+248
NORTHERN TR CORP(NTRS)5,5607,160+1,6005017340.15%+233
ISHARES TR02,235+2,23502150.04%+215
TARGET CORP(TGT)11,12314,354+3,2311,7341,9400.39%+207
ALPHABET INC(GOOG)8,3708,37001,3991,5940.32%+195
JOHNSON & JOHNSON(JNJ)11,24513,927+2,6821,8222,0140.40%+192
CUMMINS INC(CMI)6,4506,531+812,0882,2770.46%+188
GENERAL DYNAMICS CORP(GD)3,4644,672+1,2081,0471,2310.25%+184
EVERGY INC(EVRG)9,21612,254+3,0385717540.15%+183
SEMPRA(SRE)5,1236,754+1,6314285920.12%+164
WEC ENERGY GROUP INC(WEC)5,5747,402+1,8285366960.14%+160
JPMORGAN CHASE & CO.(JPM)14,11813,004-1,1142,9773,1170.63%+140
SELECT SECTOR SPDR TR
ST STR REAL ETF
13,31117,802+4,4915957240.15%+129
OMNICOM GROUP INC(OMC)8,49411,668+3,1748781,0040.20%+126
AMDOCS LTD(DOX)5,5017,127+1,6264816070.12%+126
MERCK & CO INC(MRK)09,171+9,17109120.18%+912
ABBVIE INC(ABBV)13,53615,687+2,1512,6732,7880.56%+114
DUKE ENERGY CORP NEW(DUK)3,7654,969+1,2044345350.11%+101
KIMBERLY-CLARK CORP(KMB)2,9723,987+1,0154235220.10%+100
EXXON MOBIL CORP06,173+6,17306640.13%+664
SALESFORCE INC(CRM)01,390+1,39004650.09%+465
WELLS FARGO CO NEW(WFC)05,268+5,26803700.07%+370
CME GROUP INC(CME)5,6225,62201,2401,3060.26%+65
ARCHER DANIELS MIDLAND CO7,74610,433+2,6874635270.11%+64
PURE STORAGE INC(P)08,467+8,46705200.10%+520
WILLIAMS COS INC(WMB)08,938+8,93804840.10%+484
WALMART INC(WMT)04,800+4,80004340.09%+434
Page 1 of 1