13F HOLDINGS REPORT
SIERRA SUMMIT ADVISORS LLC
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001104659-25-076749
Total Value
$561.7M
Positions
177
Other Managers
0
Confidential Omitted
No
Holdings (177)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 218,216 | $34.5M | 6.14% |
| 2 | APPLE INC | AAPL | 112,642 | $23.1M | 4.11% |
| 3 | ALPHABET INC | GOOG | 99,547 | $17.5M | 3.12% |
| 4 | ROBINHOOD MKTS INC | 770700102 | 184,159 | $17.2M | 3.07% |
| 5 | TESLA INC | TSLA | 52,123 | $16.6M | 2.95% |
| 6 | AMAZON COM INC | AMZN | 75,468 | $16.6M | 2.95% |
| 7 | GE VERNOVA INC | GEV | 30,554 | $16.2M | 2.88% |
| 8 | META PLATFORMS INC | META | 21,621 | $16.0M | 2.84% |
| 9 | CITIGROUP INC | C-PR | 177,800 | $15.1M | 2.69% |
| 10 | REDDIT INC | RDDT | 86,871 | $13.1M | 2.33% |
| 11 | SPOTIFY TECHNOLOGY S A | SPOT | 16,994 | $13.0M | 2.32% |
| 12 | NETFLIX INC | NFLX | 9,694 | $13.0M | 2.31% |
| 13 | PALO ALTO NETWORKS INC | PANW | 62,439 | $12.8M | 2.27% |
| 14 | ELI LILLY & CO | LLY | 16,248 | $12.7M | 2.25% |
| 15 | INTUITIVE SURGICAL INC | ISRG | 23,003 | $12.5M | 2.23% |
| 16 | SHOPIFY INC | SHOP | 103,971 | $12.0M | 2.14% |
| 17 | SNOWFLAKE INC | SNOW | 51,675 | $11.6M | 2.06% |
| 18 | VERTIV HOLDINGS CO | VRT | 87,840 | $11.3M | 2.01% |
| 19 | BAIDU INC | BAIDF | 128,915 | $11.1M | 1.97% |
| 20 | MERCADOLIBRE INC | MELI | 4,167 | $10.9M | 1.94% |
| 21 | QUANTA SVCS INC | 74762E102 | 28,403 | $10.7M | 1.91% |
| 22 | FIRST SOLAR INC | FSLR | 64,374 | $10.7M | 1.90% |
| 23 | ASTERA LABS INC | ALAB | 110,974 | $10.0M | 1.79% |
| 24 | BOOKING HOLDINGS INC | BKNG | 1,659 | $9.6M | 1.71% |
| 25 | COREBRIDGE FINL INC | 21871X109 | 270,361 | $9.6M | 1.71% |
| 26 | ALIBABA GROUP HLDG LTD | BBAAY | 83,922 | $9.5M | 1.69% |
| 27 | LAM RESEARCH CORP | LRCX | 92,599 | $9.0M | 1.60% |
| 28 | UNITED AIRLS HLDGS INC | UNTCW | 105,910 | $8.4M | 1.50% |
| 29 | ARISTA NETWORKS INC | ANET | 77,159 | $7.9M | 1.41% |
| 30 | QUALCOMM INC | QCOM | 48,052 | $7.7M | 1.36% |
| 31 | D R HORTON INC | 23331A109 | 53,382 | $6.9M | 1.23% |
| 32 | NASDAQ INC | NDAQ | 72,563 | $6.5M | 1.16% |
| 33 | CONSTELLATION ENERGY CORP | CEG | 17,568 | $5.7M | 1.01% |
| 34 | TOAST INC | TOST | 104,023 | $4.6M | 0.82% |
| 35 | INTERNATIONAL BUSINESS MACHS | INTR | 10,413 | $3.1M | 0.55% |
| 36 | JPMORGAN CHASE & CO. | VYLD | 10,548 | $3.1M | 0.54% |
| 37 | ABBVIE INC | ABBV | 15,486 | $2.9M | 0.51% |
| 38 | BROADCOM INC | AVGO | 10,142 | $2.8M | 0.50% |
| 39 | INVESCO QQQ TR | IVZ | 4,952 | $2.7M | 0.49% |
| 40 | GILEAD SCIENCES INC | GILD | 23,814 | $2.6M | 0.47% |
| 41 | ISHARES TR | 464287341 | 64,762 | $2.5M | 0.45% |
| 42 | CISCO SYS INC | CSCO | 35,954 | $2.5M | 0.44% |
| 43 | SPDR S&P 500 ETF TR | SPY | 3,755 | $2.3M | 0.41% |
| 44 | CUMMINS INC | CMI | 6,592 | $2.2M | 0.38% |
| 45 | JOHNSON & JOHNSON | JNJ | 13,765 | $2.1M | 0.37% |
| 46 | BANK AMERICA CORP | 060505104 | 44,318 | $2.1M | 0.37% |
| 47 | HOME DEPOT INC | HD | 5,468 | $2.0M | 0.36% |
| 48 | NRG ENERGY INC | NRG | 11,767 | $1.9M | 0.34% |
| 49 | GOLDMAN SACHS GROUP INC | GSCE | 2,609 | $1.8M | 0.33% |
| 50 | JOHNSON CTLS INTL PLC | G51502105 | 17,315 | $1.8M | 0.33% |
| 51 | CORNING INC | GLW | 33,082 | $1.7M | 0.31% |
| 52 | ZIONS BANCORPORATION N A | 989701107 | 32,353 | $1.7M | 0.30% |
| 53 | NIKE INC | NKE | 22,877 | $1.6M | 0.29% |
| 54 | PROCTER AND GAMBLE CO | 742718109 | 9,956 | $1.6M | 0.28% |
| 55 | CHUBB LIMITED | CB | 5,330 | $1.5M | 0.27% |
| 56 | CME GROUP INC | CME | 5,572 | $1.5M | 0.27% |
| 57 | WILLIAMS COS INC | 969457100 | 24,366 | $1.5M | 0.27% |
| 58 | KROGER CO | KR | 21,274 | $1.5M | 0.27% |
| 59 | MCDONALDS CORP | MCD | 5,132 | $1.5M | 0.27% |
| 60 | MERCK & CO INC | MRK | 18,883 | $1.5M | 0.27% |
| 61 | ALPHABET INC | GOOG | 8,370 | $1.5M | 0.26% |
| 62 | NORFOLK SOUTHN CORP | 655844108 | 5,406 | $1.4M | 0.25% |
| 63 | GENERAL DYNAMICS CORP | GD | 4,671 | $1.4M | 0.24% |
| 64 | NIAGEN BIOSCIENCE INC | NAGE | 90,511 | $1.3M | 0.23% |
| 65 | DAVE INC | 23834J201 | 4,805 | $1.3M | 0.23% |
| 66 | ANALOG DEVICES INC | ADI | 5,199 | $1.2M | 0.22% |
| 67 | LENNAR CORP | LEN-B | 11,060 | $1.2M | 0.22% |
| 68 | CELESTICA INC | CLS | 7,828 | $1.2M | 0.22% |
| 69 | MICROCHIP TECHNOLOGY INC. | MCHPP | 17,201 | $1.2M | 0.22% |
| 70 | STERLING INFRASTRUCTURE INC | STRL | 4,950 | $1.1M | 0.20% |
| 71 | BYRNA TECHNOLOGIES INC | BYRN | 36,736 | $1.1M | 0.20% |
| 72 | NUCOR CORP | NUE | 8,585 | $1.1M | 0.20% |
| 73 | TYSON FOODS INC | TSN | 19,709 | $1.1M | 0.20% |
| 74 | CATERPILLAR INC | CAT | 2,803 | $1.1M | 0.19% |
| 75 | ADVANCED MICRO DEVICES INC | AMD | 7,380 | $1.0M | 0.19% |
| 76 | TEXAS INSTRS INC | 882508104 | 5,032 | $1.0M | 0.19% |
| 77 | COCA COLA CO | KO | 14,556 | $1.0M | 0.18% |
| 78 | LOCKHEED MARTIN CORP | LMT | 2,191 | $1.0M | 0.18% |
| 79 | UPSTART HLDGS INC | UPST | 15,318 | $990,769 | 0.18% |
| 80 | OPPFI INC | OPFI-WT | 70,663 | $988,576 | 0.18% |
| 81 | STARBUCKS CORP | SBUX | 10,769 | $986,764 | 0.18% |
| 82 | MICROSOFT CORP | MSFT | 1,965 | $977,411 | 0.17% |
| 83 | COMFORT SYS USA INC | 199908104 | 1,798 | $964,106 | 0.17% |
| 84 | PACKAGING CORP AMER | 695156109 | 5,104 | $961,849 | 0.17% |
| 85 | SUPER GROUP SGHC LIMITED | SGHC | 87,418 | $958,976 | 0.17% |
| 86 | ARGAN INC | AGX | 4,347 | $958,427 | 0.17% |
| 87 | URBAN OUTFITTERS INC | URBN | 12,790 | $927,787 | 0.17% |
| 88 | NORTHERN TR CORP | NTRSO | 7,230 | $916,692 | 0.16% |
| 89 | ARCHER DANIELS MIDLAND CO | ADM | 17,210 | $908,344 | 0.16% |
| 90 | BEL FUSE INC | BELFB | 9,274 | $905,978 | 0.16% |
| 91 | GOLD FIELDS LTD | GFIOF | 37,922 | $897,614 | 0.16% |
| 92 | TALEN ENERGY CORP | TLN | 3,059 | $889,466 | 0.16% |
| 93 | CBOE GLOBAL MKTS INC | 12503M108 | 3,704 | $863,810 | 0.15% |
| 94 | EVERGY INC | EVRG | 12,317 | $849,011 | 0.15% |
| 95 | MILLICOM INTL CELLULAR S A | L6388F110 | 22,475 | $842,139 | 0.15% |
| 96 | BLACKROCK INC | BLK | 802 | $841,499 | 0.15% |
| 97 | ISHARES TR | 464287721 | 4,812 | $833,776 | 0.15% |
| 98 | OMNICOM GROUP INC | OMC | 11,481 | $825,944 | 0.15% |
| 99 | RTX CORPORATION | RTX | 5,582 | $815,084 | 0.15% |
| 100 | ANTERO RESOURCES CORP | AR | 19,995 | $805,399 | 0.14% |
| 101 | AVEPOINT INC | AVPT | 41,662 | $804,494 | 0.14% |
| 102 | PRIMORIS SVCS CORP | 74164F103 | 10,271 | $800,522 | 0.14% |
| 103 | WEC ENERGY GROUP INC | WEC | 7,662 | $798,381 | 0.14% |
| 104 | UNITEDHEALTH GROUP INC | UNH | 2,520 | $786,165 | 0.14% |
| 105 | ORACLE CORP | ORCL-PD | 3,539 | $773,732 | 0.14% |
| 106 | VIRTU FINL INC | 928254101 | 17,045 | $763,446 | 0.14% |
| 107 | BRINKER INTL INC | 109641100 | 4,229 | $762,616 | 0.14% |
| 108 | VANGUARD INDEX FDS | 922908769 | 2,486 | $755,570 | 0.13% |
| 109 | PJT PARTNERS INC | PJT | 4,567 | $753,601 | 0.13% |
| 110 | AMERICAN ELEC PWR CO INC | 025537101 | 7,262 | $753,506 | 0.13% |
| 111 | SKYWEST INC | SKYW | 7,261 | $747,666 | 0.13% |
| 112 | ENOVA INTL INC | 29357K103 | 6,693 | $746,404 | 0.13% |
| 113 | BREAD FINANCIAL HOLDINGS INC | BFH-PA | 12,868 | $735,021 | 0.13% |
| 114 | GRANITE CONSTR INC | GVA | 7,801 | $729,472 | 0.13% |
| 115 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $728,800 | 0.13% |
| 116 | SELECT SECTOR SPDR TR | 81369Y860 | 17,553 | $727,046 | 0.13% |
| 117 | MOELIS & CO | MC | 11,561 | $720,482 | 0.13% |
| 118 | ROOT INC | ROOT | 5,533 | $708,059 | 0.13% |
| 119 | RIGEL PHARMACEUTICALS INC | RIGL | 37,269 | $698,049 | 0.12% |
| 120 | ROYALTY PHARMA PLC | RPRX | 19,360 | $697,541 | 0.12% |
| 121 | EXPEDIA GROUP INC | EXPE | 4,135 | $697,492 | 0.12% |
| 122 | PILGRIMS PRIDE CORP | PPC | 15,424 | $693,772 | 0.12% |
| 123 | VANGUARD INDEX FDS | 922908736 | 1,580 | $692,663 | 0.12% |
| 124 | ACCENTURE PLC IRELAND | ACN | 2,305 | $688,942 | 0.12% |
| 125 | PRIORITY TECHNOLOGY HLDGS IN | PRTHU | 88,420 | $687,908 | 0.12% |
| 126 | HIMS & HERS HEALTH INC | HIMS | 13,787 | $687,282 | 0.12% |
| 127 | HCI GROUP INC | HCIIP | 4,438 | $675,464 | 0.12% |
| 128 | INTERDIGITAL INC | IDCC | 2,965 | $664,842 | 0.12% |
| 129 | MATSON INC | MATX | 5,969 | $664,649 | 0.12% |
| 130 | EVERQUOTE INC | EVER | 27,401 | $662,557 | 0.12% |
| 131 | ATLANTICUS HOLDINGS CORP | ATLCZ | 12,086 | $661,709 | 0.12% |
| 132 | DXP ENTERPRISES INC | DXPE | 7,546 | $661,407 | 0.12% |
| 133 | PALOMAR HLDGS INC | PLMR | 4,244 | $654,637 | 0.12% |
| 134 | ENERGY SVCS ACQUISITION CORP | 29271Q103 | 65,331 | $649,391 | 0.12% |
| 135 | CLEAR SECURE INC | YOU | 23,370 | $648,752 | 0.12% |
| 136 | ISHARES TR | 464287804 | 5,864 | $640,877 | 0.11% |
| 137 | SPROUTS FMRS MKT INC | 85208M102 | 3,890 | $640,450 | 0.11% |
| 138 | CAL MAINE FOODS INC | CALM | 6,419 | $639,525 | 0.11% |
| 139 | VANGUARD INTL EQUITY INDEX F | 922042775 | 9,414 | $632,810 | 0.11% |
| 140 | LANDBRIDGE COMPANY LLC | LB | 9,359 | $632,482 | 0.11% |
| 141 | TELEPHONE & DATA SYS INC | TDS-PV | 17,232 | $613,115 | 0.11% |
| 142 | SALESFORCE INC | CRM | 2,170 | $591,738 | 0.11% |
| 143 | DISNEY WALT CO | 254687106 | 4,729 | $586,434 | 0.10% |
| 144 | DUKE ENERGY CORP NEW | DUKB | 4,965 | $585,870 | 0.10% |
| 145 | CATALYST PHARMACEUTICALS INC | CPRX | 26,715 | $579,716 | 0.10% |
| 146 | ISHARES TR | 46435G268 | 8,520 | $577,486 | 0.10% |
| 147 | NUTEX HEALTH INC | NUTX | 4,516 | $562,197 | 0.10% |
| 148 | ISHARES TR | 464287507 | 8,950 | $555,079 | 0.10% |
| 149 | ACI WORLDWIDE INC | ACIW | 11,647 | $534,714 | 0.10% |
| 150 | AFLAC INC | AFL | 5,000 | $527,300 | 0.09% |
| 151 | ABBOTT LABS | ABLZF | 3,500 | $476,035 | 0.08% |
| 152 | WALMART INC | WMT | 4,800 | $469,344 | 0.08% |
| 153 | CROWDSTRIKE HLDGS INC | CRWD | 910 | $463,473 | 0.08% |
| 154 | ROYAL GOLD INC | RGLD | 2,530 | $449,936 | 0.08% |
| 155 | MICRON TECHNOLOGY INC | MU | 3,578 | $440,989 | 0.08% |
| 156 | WELLS FARGO CO NEW | 949746101 | 5,148 | $412,458 | 0.07% |
| 157 | REDFIN CORP | 75737F108 | 36,028 | $403,154 | 0.07% |
| 158 | STRIDE INC | LRN | 2,775 | $402,903 | 0.07% |
| 159 | STEEL DYNAMICS INC | STLD | 3,143 | $402,336 | 0.07% |
| 160 | YUM BRANDS INC | YUM | 2,400 | $355,632 | 0.06% |
| 161 | SCHWAB STRATEGIC TR | 808524607 | 13,857 | $350,583 | 0.06% |
| 162 | DOXIMITY INC | DOCS | 5,562 | $341,174 | 0.06% |
| 163 | PFIZER INC | PFE | 13,921 | $337,446 | 0.06% |
| 164 | CRYOPORT INC | CYRX | 45,060 | $336,148 | 0.06% |
| 165 | PEPSICO INC | PEP | 2,506 | $330,893 | 0.06% |
| 166 | REGENERON PHARMACEUTICALS | REGN | 585 | $307,125 | 0.05% |
| 167 | SCHWAB CHARLES CORP | SCHW-PJ | 3,000 | $273,720 | 0.05% |
| 168 | PURE STORAGE INC | 74624M102 | 4,497 | $258,938 | 0.05% |
| 169 | HONEYWELL INTL INC | 438516106 | 1,081 | $251,744 | 0.04% |
| 170 | BOSTON SCIENTIFIC CORP | BSX | 2,075 | $222,876 | 0.04% |
| 171 | ISHARES TR | 464287580 | 2,235 | $222,696 | 0.04% |
| 172 | CHEVRON CORP NEW | CVX | 1,550 | $221,945 | 0.04% |
| 173 | SCHWAB STRATEGIC TR | 808524201 | 8,953 | $218,812 | 0.04% |
| 174 | TOPBUILD CORP | BLD | 669 | $216,583 | 0.04% |
| 175 | AT&T INC | T-PC | 7,314 | $211,668 | 0.04% |
| 176 | VALERO ENERGY CORP | VLO | 1,500 | $201,630 | 0.04% |
| 177 | RALPH LAUREN CORP | RL | 732 | $200,773 | 0.04% |