Fund HoldingsSIERRA SUMMIT ADVISORS LLC

Total Portfolio Value
$652.26M
Total Bought
$123.69M
Total Sold
$115.13M
Net Transaction
+$8.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
NOVO-NORDISK A S(NVO)0208,905+208,905010,6291.63%+10,629
STEEL DYNAMICS INC(STLD)062,334+62,334010,5621.62%+10,562
DOLLAR GEN CORP NEW(DG)056,918+56,91807,5571.16%+7,557
UNITED AIRLS HLDGS INC(UAL)96,053136,961+40,9089,26915,3152.35%+6,046
VALERO ENERGY CORP(VLO)036,378+36,37805,9220.91%+5,922
ALPHABET INC(GOOG)83,21582,455-76020,23025,8083.96%+5,579
APPLOVIN CORP(APP)11,58518,486+6,9018,32412,4561.91%+4,132
EMCOR GROUP INC(EME)8,40415,158+6,7545,4599,2741.42%+3,815
ELI LILLY & CO(LLY)17,92015,551-2,36913,67316,7122.56%+3,039
INTUITIVE SURGICAL INC024,451+24,451013,8482.12%+13,848
CITIGROUP INC(C)177,087179,100+2,01317,97420,8993.20%+2,925
LAM RESEARCH CORP(LRCX)73,65973,880+2219,86312,6471.94%+2,784
EXPAND ENERGY CORPORATION(EXE)61,32677,230+15,9046,5158,5231.31%+2,008
GE VERNOVA INC(GEV)31,97532,317+34219,66121,1213.24%+1,460
BRISTOL-MYERS SQUIBB CO(BMY)023,016+23,01601,2410.19%+1,241
FIRST SOLAR INC(FSLR)64,52559,188-5,33714,23015,4622.37%+1,232
DARDEN RESTAURANTS INC(DRI)06,577+6,57701,2100.19%+1,210
NVIDIA CORPORATION(NVDA)217,762223,959+6,19740,63041,7686.40%+1,138
TAPESTRY INC(TPR)08,842+8,84201,1300.17%+1,130
THERAVANCE BIOPHARMA INC(TBPH)059,371+59,37101,1110.17%+1,111
VERTIV HOLDINGS CO(VRT)91,58891,932+34413,81714,8942.28%+1,077
COMCAST CORP NEW(CCZ)034,434+34,43401,0290.16%+1,029
SERVICETITAN INC(TTAN)09,594+9,59401,0220.16%+1,022
UNIVERSAL INS HLDGS INC(UVE)029,774+29,77401,0060.15%+1,006
CITI TRENDS INC023,912+23,91209940.15%+994
MUELLER INDS INC(MLI)08,627+8,62709900.15%+990
UGI CORP NEW(UGI)026,443+26,44309900.15%+990
ULTA BEAUTY INC(ULTA)01,627+1,62709840.15%+984
TURNING PT BRANDS INC(TPB)09,053+9,05309810.15%+981
LAUREATE EDUCATION INC(LAUR)029,096+29,09609800.15%+980
MILLICOM INTL CELLULAR S A
COM STK
017,661+17,66109790.15%+979
MERCURY GENL CORP NEW(MCY)010,379+10,37909760.15%+976
REV GROUP INC016,025+16,02509740.15%+974
JABIL INC(JBL)04,119+4,11909390.14%+939
COEUR MNG INC(CDE)052,086+52,08609290.14%+929
RUBRIK INC.(RBRK)012,059+12,05909220.14%+922
MEDPACE HLDGS INC(MEDP)01,637+1,63709190.14%+919
OPENLANE INC(OPLN)030,526+30,52609090.14%+909
TUTOR PERINI CORP(TPC)013,370+13,37008960.14%+896
IBEX LTD023,035+23,03508790.13%+879
EVERCORE INC(EVR)02,581+2,58108780.13%+878
ESQUIRE FINL HLDGS INC(ESQ)08,588+8,58808770.13%+877
MOELIS & CO(MC)012,686+12,68608720.13%+872
COMMSCOPE HLDG CO INC(VISN)047,958+47,95808690.13%+869
HOWARD HUGHES HOLDINGS INC(HHH)010,733+10,73308560.13%+856
HALOZYME THERAPEUTICS INC(HALO)012,538+12,53808440.13%+844
KIMBALL ELECTRONICS INC030,211+30,21108400.13%+840
ETF SER SOLUTIONS
DISTILLATE US
013,723+13,72308080.12%+808
EVERUS CONSTR GROUP(ECG)09,443+9,44308080.12%+808
AMAZON COM INC(AMZN)065,103+65,103015,0272.30%+15,027
BUCKLE INC(BKE)014,955+14,95507990.12%+799
LOGITECH INTL S A
SHS
07,426+7,42607440.11%+744
SELECT SECTOR SPDR TR
ST STR REAL ETF
018,191+18,19107340.11%+734
HCI GROUP INC03,490+3,49006690.10%+669
CUMMINS INC(CMI)6,6856,824+1392,8243,4830.53%+660
PTC THERAPEUTICS INC(PTCT)08,213+8,21306240.10%+624
EMERGENT BIOSOLUTIONS INC048,460+48,46005990.09%+599
PAR PAC HOLDINGS INC(PARR)015,364+15,36405400.08%+540
TYSON FOODS INC(TSN)026,664+26,66401,5630.24%+1,563
ARCHER DANIELS MIDLAND CO23,27732,465+9,1881,3911,8660.29%+476
MERCK & CO INC(MRK)19,70320,120+4171,6542,1180.32%+464
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
03,113+3,11304480.07%+448
CONSTELLATION ENERGY CORP(CEG)017,508+17,50806,1850.95%+6,185
ALPHABET INC(GOOG)06,364+6,36401,9970.31%+1,997
QUALCOMM INC(QCOM)47,90448,907+1,0037,9698,3661.28%+396
PACER FDS TR
US CASH COWS 100
06,485+6,48503900.06%+390
CISCO SYS INC(CSCO)037,150+37,15002,8620.44%+2,862
JOHNSON & JOHNSON(JNJ)13,93714,193+2562,5842,9370.45%+353
GILEAD SCIENCES INC(GILD)024,153+24,15302,9650.45%+2,965
CATERPILLAR INC(CAT)2,8632,927+641,3661,6770.26%+311
GOLDMAN SACHS GROUP INC(GS)2,6142,699+852,0822,3720.36%+291
ROCKET COS INC(RKT)900,529915,575+15,04617,45217,7262.72%+273
NUCOR CORP(NUE)08,912+8,91201,4540.22%+1,454
MICRON TECHNOLOGY INC(MU)02,228+2,22806360.10%+636
INTERNATIONAL BUSINESS MACHS(IBM)011,348+11,34803,3610.52%+3,361
REGENERON PHARMACEUTICALS(REGN)0285+28502200.03%+220
SELECT SECTOR SPDR TR
ST STR FINL ETF
03,668+3,66802010.03%+201
CHUBB LIMITED
COM
05,529+5,52901,7260.26%+1,726
ANALOG DEVICES INC(ADI)05,488+5,48801,4880.23%+1,488
BANK AMERICA CORP44,59344,996+4032,3012,4750.38%+174
FIVE BELOW INC(FIVE)6,3255,942-3839781,1190.17%+141
JPMORGAN CHASE & CO.(JPM)10,63610,838+2023,3553,4920.54%+137
JOHNSON CTLS INTL PLC
SHS
18,42117,992-4292,0252,1550.33%+129
ZIONS BANCORPORATION N A(ZION)32,85633,719+8631,8591,9740.30%+115
RIGEL PHARMACEUTICALS INC022,401+22,40109590.15%+959
RTX CORPORATION(RTX)05,516+5,51601,0120.16%+1,012
STRATTEC SEC CORP12,62212,609-138599600.15%+101
TENET HEALTHCARE CORP(THC)3,7704,320+5507658580.13%+93
ISHARES TR
RUSEL 2500 ETF
09,402+9,40207050.11%+705
ROYALTY PHARMA PLC(RPRX)020,241+20,24107820.12%+782
ISHARES TR65,75267,274+1,5222,7452,8210.43%+76
NEXTERA ENERGY INC(NEE)10,29310,538+2457778460.13%+69
WALMART INC(WMT)04,995+4,99505560.09%+556
ADVANCED MICRO DEVICES INC(AMD)05,278+5,27801,1300.17%+1,130
GOLD FIELDS LTD(GFI)019,420+19,42008480.13%+848
WELLS FARGO CO NEW(WFC)05,148+5,14804800.07%+480
NEWMONT CORP(NEM)2,6002,60002192600.04%+40
AMERICAN ELEC PWR CO INC07,520+7,52008670.13%+867
NORTHERN TR CORP(NTRS)07,489+7,48901,0230.16%+1,023
MCDONALDS CORP(MCD)02,755+2,75508420.13%+842
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