Fund Holdings

SIERRA OCEAN, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
INVESCO EXCH TRADED FD TR II0120,824+120,824014,626,95812.29%+14,626,958
INVESCO EXCHANGE TRADED FD T0198,331+198,331014,535,64412.21%+14,535,644
J P MORGAN EXCHANGE TRADED F0232,005+232,005011,031,8359.27%+11,031,835
LEGG MASON ETF INVT0258,743+258,74308,991,3067.55%+8,991,306
GLOBAL X FDS0168,095+168,09507,818,0816.57%+7,818,081
ISHARES TR084,454+84,45407,547,6356.34%+7,547,635
SCHWAB STRATEGIC TR0219,231+219,23107,315,7356.15%+7,315,735
AMPLIFY ETF TR0122,314+122,31405,451,5224.58%+5,451,522
ISHARES TR052,789+52,78905,025,0044.22%+5,025,004
J P MORGAN EXCHANGE TRADED F057,680+57,68003,293,5522.77%+3,293,552
APPLE INC(AAPL)011,984+11,98403,051,4522.56%+3,051,452
NVIDIA CORPORATION(NVDA)013,952+13,95202,603,1202.19%+2,603,120
MICROSOFT CORP(MSFT)04,235+4,23502,193,4961.84%+2,193,496
VANECK ETF TRUST016,666+16,66601,651,7771.39%+1,651,777
ISHARES TR02,450+2,45001,639,9501.38%+1,639,950
BERKSHIRE HATHAWAY INC DEL03,053+3,05301,534,8651.29%+1,534,865
VANGUARD INDEX FDS01,743+1,74301,067,5110.90%+1,067,511
ALPHABET INC(GOOG)04,382+4,38201,065,3730.90%+1,065,373
J P MORGAN EXCHANGE TRADED F016,197+16,19701,052,7840.88%+1,052,784
AMAZON COM INC(AMZN)04,527+4,5270993,9930.84%+993,993
VANGUARD INDEX FDS01,773+1,7730850,4270.71%+850,427
ORACLE CORP(ORCL)02,905+2,9050816,9380.69%+816,938
META PLATFORMS INC(META)01,068+1,0680784,4380.66%+784,438
BROADCOM INC(AVGO)02,008+2,0080662,3990.56%+662,399
JPMORGAN CHASE & CO.(JPM)01,995+1,9950629,2270.53%+629,227
VANGUARD TAX-MANAGED FDS010,263+10,2630614,9360.52%+614,936
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,071+2,0710578,4100.49%+578,410
ALPHABET INC(GOOG)02,256+2,2560549,3580.46%+549,358
VANGUARD INDEX FDS02,920+2,9200544,5730.46%+544,573
DBX ETF TR010,911+10,9110506,4770.43%+506,477
PIMCO ETF TR09,055+9,0550457,9060.38%+457,906
TESLA INC(TSLA)01,011+1,0110449,6120.38%+449,612
ELI LILLY & CO(LLY)0557+5570424,8770.36%+424,877
ROYAL CARIBBEAN GROUP01,281+1,2810414,4850.35%+414,485
ISHARES TR02,011+2,0110393,8730.33%+393,873
RTX CORPORATION(RTX)02,233+2,2330373,6070.31%+373,607
ISHARES TR01,109+1,1090369,2760.31%+369,276
JOHNSON & JOHNSON(JNJ)01,895+1,8950351,3200.30%+351,320
COSTCO WHSL CORP NEW(COST)0375+3750346,8440.29%+346,844
HOME DEPOT INC(HD)0827+8270335,1970.28%+335,197
WALMART INC(WMT)03,132+3,1320322,8250.27%+322,825
VISA INC(V)0934+9340318,7690.27%+318,769
J P MORGAN EXCHANGE TRADED F06,185+6,1850312,1570.26%+312,157
ISHARES TR02,521+2,5210302,5500.25%+302,550
UNILEVER PLC(UL)05,034+5,0340298,4350.25%+298,435
EXXON MOBIL CORP02,636+2,6360297,2190.25%+297,219
DISNEY WALT CO(DIS)02,570+2,5700294,2920.25%+294,292
ISHARES TR01,144+1,1440293,3790.25%+293,379
NETFLIX INC(NFLX)0236+2360282,9450.24%+282,945
ROYCE SMALL CAP TRUST INC(RVT)017,377+17,3770280,2980.24%+280,298
GENERAL DYNAMICS CORP(GD)0806+8060275,0080.23%+275,008
PROCTER AND GAMBLE CO(PG)01,756+1,7560269,7910.23%+269,791
MASTERCARD INCORPORATED(MA)0468+4680266,4300.22%+266,430
SEMPRA(SRE)02,880+2,8800259,0990.22%+259,099
MEDTRONIC PLC(MDT)02,604+2,6040248,0050.21%+248,005
STARBUCKS CORP(SBUX)02,594+2,5940219,4630.18%+219,463
ISHARES TR01,841+1,8410218,7370.18%+218,737
GE AEROSPACE(GE)0725+7250218,1770.18%+218,177
GALLAGHER ARTHUR J & CO(AJG)0697+6970215,8250.18%+215,825
ASML HOLDING N V0219+2190212,0120.18%+212,012
ISHARES TR05,247+5,2470207,8200.17%+207,820
MIZUHO FINANCIAL GROUP INC(MFG)010,634+10,634071,2480.06%+71,248
RALLIANT CORP COM(RAL)20-21060-106
TRANSMEDICS GROUP INC COM(TMDX)10-11340-134
SOUTH BOW CORP COM(SOBO)70-71810-181
NIO INC SPON ADS(NIO)600-602060-206
LKQ CORP COM(LKQ)60-62390-239
UWM HOLDINGS CORPORATION COM CL A(UWMC)640-642650-265
MURPHY OIL CORP COM(MUR)120-122700-270
LAMB WESTON HLDGS INC COM(LW)60-63120-312
SEMTECH CORP COM(SMTC)70-73160-316
STITCH FIX INC COM CL A860-863180-318
ORCHESTRA BIOMED HLDGS INC COM1190-1193190-319
UDR INC COM(UDR)80-83390-339
CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD(CIG)1770-1773470-347
GLOBANT S A COM40-43630-363
SPIRE INC COM(SR)50-53650-365
MGM RESORTS INTERNATIONAL COM(MGM)110-113780-378
AMEREN CORP COM(AEE)40-43840-384
XPLR INFRASTRUCTURE LP COM UNIT PART IN(XIFR)480-483940-394
JACOBS SOLUTIONS INC COM(J)30-33950-395
CENTURY CASINOS INC COM1960-1964150-415
MOHAWK INDS INC COM(MHK)40-44190-419
LI AUTO INC SPONSORED ADS(LI)160-164340-434
DOMINOS PIZZA INC COM(DPZ)10-14520-452
IOVANCE BIOTHERAPEUTICS INC COM(IOVA)2640-2644540-454
SIMULATIONS PLUS INC COM260-264540-454
ATN INTL INC COM280-284550-455
TENCENT MUSIC ENTMT GROUP SPON ADS(TME)240-244680-468
LULULEMON ATHLETICA INC COM(LULU)20-24750-475
STANLEY BLACK & DECKER INC COM(SWK)70-74830-483
CHART INDS INC COM(GTLS)30-34940-494
CAREDX INC COM(CDNA)260-265080-508
GRAIL INC COM(GRAL)100-105140-514
FORTIVE CORP COM(FTV)100-105220-522
MODERNA INC COM(MRNA)200-205520-552
COOPER COS INC COM(COO)80-85690-569
SANFILIPPO JOHN B & SON INC COM(JBSS)90-95690-569
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS(YMM)520-526140-614
LIBERTY GLOBAL LTD COM CL C(LBTYA)600-606190-619
Page 1 of 11