13F HOLDINGS REPORT
SIERRA SUMMIT ADVISORS LLC
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0001104659-26-011348
Total Value
$652.3M
Positions
171
Other Managers
0
Confidential Omitted
No
Holdings (171)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 223,959 | $41.8M | 6.40% |
| 2 | APPLE INC | AAPL | 98,081 | $26.7M | 4.09% |
| 3 | ALPHABET INC | GOOG | 82,455 | $25.8M | 3.96% |
| 4 | TESLA INC | TSLA | 48,845 | $22.0M | 3.37% |
| 5 | GE VERNOVA INC | GEV | 32,317 | $21.1M | 3.24% |
| 6 | CITIGROUP INC | C-PR | 179,100 | $20.9M | 3.20% |
| 7 | ROCKET COS INC | 77311W101 | 915,575 | $17.7M | 2.72% |
| 8 | ELI LILLY & CO | LLY | 15,551 | $16.7M | 2.56% |
| 9 | ASTERA LABS INC | ALAB | 95,593 | $15.9M | 2.44% |
| 10 | ROBINHOOD MKTS INC | 770700102 | 139,894 | $15.8M | 2.43% |
| 11 | FIRST SOLAR INC | FSLR | 59,188 | $15.5M | 2.37% |
| 12 | UNITED AIRLS HLDGS INC | UNTCW | 136,961 | $15.3M | 2.35% |
| 13 | AMAZON COM INC | AMZN | 65,103 | $15.0M | 2.30% |
| 14 | SHOPIFY INC | SHOP | 93,335 | $15.0M | 2.30% |
| 15 | VERTIV HOLDINGS CO | VRT | 91,932 | $14.9M | 2.28% |
| 16 | INTUITIVE SURGICAL INC | ISRG | 24,451 | $13.8M | 2.12% |
| 17 | META PLATFORMS INC | META | 20,126 | $13.3M | 2.04% |
| 18 | LAM RESEARCH CORP | LRCX | 73,880 | $12.6M | 1.94% |
| 19 | APPLOVIN CORP | APP | 18,486 | $12.5M | 1.91% |
| 20 | SNOWFLAKE INC | SNOW | 55,473 | $12.2M | 1.87% |
| 21 | QUANTA SVCS INC | 74762E102 | 27,987 | $11.8M | 1.81% |
| 22 | SPOTIFY TECHNOLOGY S A | SPOT | 18,620 | $10.8M | 1.66% |
| 23 | NOVO-NORDISK A S | NONOF | 208,905 | $10.6M | 1.63% |
| 24 | STEEL DYNAMICS INC | STLD | 62,334 | $10.6M | 1.62% |
| 25 | ARISTA NETWORKS INC | ANET | 78,213 | $10.2M | 1.57% |
| 26 | NETFLIX INC | NFLX | 99,512 | $9.3M | 1.43% |
| 27 | EMCOR GROUP INC | EME | 15,158 | $9.3M | 1.42% |
| 28 | REDDIT INC | RDDT | 39,165 | $9.0M | 1.38% |
| 29 | MERCADOLIBRE INC | MELI | 4,284 | $8.6M | 1.32% |
| 30 | EXPAND ENERGY CORPORATION | EXE | 77,230 | $8.5M | 1.31% |
| 31 | QUALCOMM INC | QCOM | 48,907 | $8.4M | 1.28% |
| 32 | D R HORTON INC | 23331A109 | 55,515 | $8.0M | 1.23% |
| 33 | DOLLAR GEN CORP NEW | 256677105 | 56,918 | $7.6M | 1.16% |
| 34 | CONSTELLATION ENERGY CORP | CEG | 17,508 | $6.2M | 0.95% |
| 35 | VALERO ENERGY CORP | VLO | 36,378 | $5.9M | 0.91% |
| 36 | ABBVIE INC | ABBV | 15,920 | $3.6M | 0.56% |
| 37 | JPMORGAN CHASE & CO. | VYLD | 10,838 | $3.5M | 0.54% |
| 38 | CUMMINS INC | CMI | 6,824 | $3.5M | 0.53% |
| 39 | BROADCOM INC | AVGO | 9,971 | $3.5M | 0.53% |
| 40 | INTERNATIONAL BUSINESS MACHS | INTR | 11,348 | $3.4M | 0.52% |
| 41 | SPDR S&P 500 ETF TR | SPY | 4,562 | $3.1M | 0.48% |
| 42 | GILEAD SCIENCES INC | GILD | 24,153 | $3.0M | 0.45% |
| 43 | JOHNSON & JOHNSON | JNJ | 14,193 | $2.9M | 0.45% |
| 44 | CISCO SYS INC | CSCO | 37,150 | $2.9M | 0.44% |
| 45 | ISHARES TR | 464287341 | 67,274 | $2.8M | 0.43% |
| 46 | INVESCO QQQ TR | IVZ | 4,030 | $2.5M | 0.38% |
| 47 | BANK AMERICA CORP | 060505104 | 44,996 | $2.5M | 0.38% |
| 48 | GOLDMAN SACHS GROUP INC | GSCE | 2,699 | $2.4M | 0.36% |
| 49 | UNITEDHEALTH GROUP INC | UNH | 6,695 | $2.2M | 0.34% |
| 50 | JOHNSON CTLS INTL PLC | G51502105 | 17,992 | $2.2M | 0.33% |
| 51 | MICROCHIP TECHNOLOGY INC. | MCHPP | 33,458 | $2.1M | 0.33% |
| 52 | MERCK & CO INC | MRK | 20,120 | $2.1M | 0.32% |
| 53 | NIKE INC | NKE | 32,027 | $2.0M | 0.31% |
| 54 | WILLIAMS COS INC | 969457100 | 33,871 | $2.0M | 0.31% |
| 55 | ALPHABET INC | GOOG | 6,364 | $2.0M | 0.31% |
| 56 | ZIONS BANCORPORATION N A | 989701107 | 33,719 | $2.0M | 0.30% |
| 57 | HOME DEPOT INC | HD | 5,662 | $1.9M | 0.30% |
| 58 | ARCHER DANIELS MIDLAND CO | ADM | 32,465 | $1.9M | 0.29% |
| 59 | CHUBB LIMITED | CB | 5,529 | $1.7M | 0.26% |
| 60 | CATERPILLAR INC | CAT | 2,927 | $1.7M | 0.26% |
| 61 | CORNING INC | GLW | 18,993 | $1.7M | 0.25% |
| 62 | GENERAL DYNAMICS CORP | GD | 4,846 | $1.6M | 0.25% |
| 63 | NORFOLK SOUTHN CORP | 655844108 | 5,614 | $1.6M | 0.25% |
| 64 | TYSON FOODS INC | TSN | 26,664 | $1.6M | 0.24% |
| 65 | ANALOG DEVICES INC | ADI | 5,488 | $1.5M | 0.23% |
| 66 | LENNAR CORP | LEN-B | 14,304 | $1.5M | 0.23% |
| 67 | NUCOR CORP | NUE | 8,912 | $1.5M | 0.22% |
| 68 | CME GROUP INC | CME | 5,297 | $1.4M | 0.22% |
| 69 | KROGER CO | KR | 22,021 | $1.4M | 0.21% |
| 70 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 23,016 | $1.2M | 0.19% |
| 71 | DARDEN RESTAURANTS INC | DRI | 6,577 | $1.2M | 0.19% |
| 72 | ADVANCED MICRO DEVICES INC | AMD | 5,278 | $1.1M | 0.17% |
| 73 | TAPESTRY INC | TPR | 8,842 | $1.1M | 0.17% |
| 74 | FIVE BELOW INC | FIVE | 5,942 | $1.1M | 0.17% |
| 75 | THERAVANCE BIOPHARMA INC | TBPH | 59,371 | $1.1M | 0.17% |
| 76 | PACKAGING CORP AMER | 695156109 | 5,295 | $1.1M | 0.17% |
| 77 | LOCKHEED MARTIN CORP | LMT | 2,250 | $1.1M | 0.17% |
| 78 | COMCAST CORP NEW | CCZ | 34,434 | $1.0M | 0.16% |
| 79 | NORTHERN TR CORP | NTRSO | 7,489 | $1.0M | 0.16% |
| 80 | SERVICETITAN INC | TTAN | 9,594 | $1.0M | 0.16% |
| 81 | RTX CORPORATION | RTX | 5,516 | $1.0M | 0.16% |
| 82 | UNIVERSAL INS HLDGS INC | 91359V107 | 29,774 | $1.0M | 0.15% |
| 83 | CITI TRENDS INC | CTRN | 23,912 | $993,783 | 0.15% |
| 84 | MUELLER INDS INC | 624756102 | 8,627 | $990,380 | 0.15% |
| 85 | UGI CORP NEW | 902681105 | 26,443 | $989,762 | 0.15% |
| 86 | ULTA BEAUTY INC | ULTA | 1,627 | $984,352 | 0.15% |
| 87 | TURNING PT BRANDS INC | 90041L105 | 9,053 | $981,346 | 0.15% |
| 88 | LAUREATE EDUCATION INC | LAUR | 29,096 | $979,663 | 0.15% |
| 89 | MILLICOM INTL CELLULAR S A | L6388F110 | 17,661 | $979,126 | 0.15% |
| 90 | MERCURY GENL CORP NEW | 589400100 | 10,379 | $976,249 | 0.15% |
| 91 | REV GROUP INC | 749527107 | 16,025 | $974,481 | 0.15% |
| 92 | ISHARES TR | 464287721 | 4,812 | $960,861 | 0.15% |
| 93 | OMNICOM GROUP INC | OMC | 11,896 | $960,602 | 0.15% |
| 94 | STRATTEC SEC CORP | STRT | 12,609 | $960,050 | 0.15% |
| 95 | RIGEL PHARMACEUTICALS INC | RIGL | 22,401 | $959,435 | 0.15% |
| 96 | TECHNIPFMC PLC | FTI | 21,193 | $944,361 | 0.14% |
| 97 | JABIL INC | JBL | 4,119 | $939,215 | 0.14% |
| 98 | MICROSOFT CORP | MSFT | 1,925 | $930,969 | 0.14% |
| 99 | COEUR MNG INC | 192108504 | 52,086 | $928,694 | 0.14% |
| 100 | EVERGY INC | EVRG | 12,758 | $924,828 | 0.14% |
| 101 | RUBRIK INC. | RBRK | 12,059 | $922,273 | 0.14% |
| 102 | MEDPACE HLDGS INC | MEDP | 1,637 | $919,422 | 0.14% |
| 103 | OPENLANE INC | OPLN | 30,526 | $909,065 | 0.14% |
| 104 | ARGAN INC | AGX | 2,889 | $905,182 | 0.14% |
| 105 | TUTOR PERINI CORP | TPC | 13,370 | $896,058 | 0.14% |
| 106 | BLACKROCK INC | BLK | 829 | $887,312 | 0.14% |
| 107 | IBEX LTD | IBEX | 23,035 | $879,477 | 0.13% |
| 108 | EVERCORE INC | EVR | 2,581 | $878,186 | 0.13% |
| 109 | ESQUIRE FINL HLDGS INC | 29667J101 | 8,588 | $876,578 | 0.13% |
| 110 | MOELIS & CO | MC | 12,686 | $872,036 | 0.13% |
| 111 | COMMSCOPE HLDG CO INC | 20337X109 | 47,958 | $869,479 | 0.13% |
| 112 | AMERICAN ELEC PWR CO INC | 025537101 | 7,520 | $867,132 | 0.13% |
| 113 | RALPH LAUREN CORP | RL | 2,445 | $864,577 | 0.13% |
| 114 | TOPBUILD CORP | BLD | 2,069 | $863,167 | 0.13% |
| 115 | TENET HEALTHCARE CORP | THC | 4,320 | $858,471 | 0.13% |
| 116 | HOWARD HUGHES HOLDINGS INC | HHH | 10,733 | $856,172 | 0.13% |
| 117 | GOLD FIELDS LTD | GFIOF | 19,420 | $847,878 | 0.13% |
| 118 | NEXTERA ENERGY INC | NEE-PW | 10,538 | $845,991 | 0.13% |
| 119 | HALOZYME THERAPEUTICS INC | HALO | 12,538 | $843,808 | 0.13% |
| 120 | STERLING INFRASTRUCTURE INC | STRL | 2,755 | $843,664 | 0.13% |
| 121 | MCDONALDS CORP | MCD | 2,755 | $842,011 | 0.13% |
| 122 | WEC ENERGY GROUP INC | WEC | 7,975 | $841,044 | 0.13% |
| 123 | KIMBALL ELECTRONICS INC | KE | 30,211 | $840,471 | 0.13% |
| 124 | ETF SER SOLUTIONS | 26922A321 | 13,723 | $808,285 | 0.12% |
| 125 | EVERUS CONSTR GROUP | EVEX-WT | 9,443 | $807,944 | 0.12% |
| 126 | BUCKLE INC | BKE | 14,955 | $798,897 | 0.12% |
| 127 | ROYALTY PHARMA PLC | RPRX | 20,241 | $782,113 | 0.12% |
| 128 | LOGITECH INTL S A | H50430232 | 7,426 | $744,234 | 0.11% |
| 129 | SELECT SECTOR SPDR TR | 81369Y860 | 18,191 | $734,007 | 0.11% |
| 130 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,449 | $728,340 | 0.11% |
| 131 | CBOE GLOBAL MKTS INC | 12503M108 | 2,829 | $710,079 | 0.11% |
| 132 | ISHARES TR | 46435G268 | 9,402 | $704,586 | 0.11% |
| 133 | DAVE INC | 23834J201 | 3,160 | $699,656 | 0.11% |
| 134 | ORACLE CORP | ORCL-PD | 3,504 | $682,965 | 0.10% |
| 135 | VANGUARD INTL EQUITY INDEX F | 922042775 | 9,236 | $679,401 | 0.10% |
| 136 | HCI GROUP INC | HCIIP | 3,490 | $668,999 | 0.10% |
| 137 | MICRON TECHNOLOGY INC | MU | 2,228 | $635,894 | 0.10% |
| 138 | PTC THERAPEUTICS INC | PTCT | 8,213 | $623,860 | 0.10% |
| 139 | ZIM INTEGRATED SHIPPING SERV | ZIM | 29,111 | $618,027 | 0.09% |
| 140 | DUKE ENERGY CORP NEW | DUKB | 5,153 | $603,984 | 0.09% |
| 141 | EMERGENT BIOSOLUTIONS INC | EBS | 48,460 | $598,966 | 0.09% |
| 142 | ISHARES TR | 464287804 | 4,959 | $595,973 | 0.09% |
| 143 | ISHARES TR | 464287507 | 8,950 | $590,700 | 0.09% |
| 144 | AMER SPORTS INC | AS | 15,147 | $565,741 | 0.09% |
| 145 | WALMART INC | WMT | 4,995 | $556,493 | 0.09% |
| 146 | AFLAC INC | AFL | 5,000 | $551,350 | 0.08% |
| 147 | PAR PAC HOLDINGS INC | PARR | 15,364 | $539,891 | 0.08% |
| 148 | VANGUARD INDEX FDS | 922908736 | 1,099 | $536,037 | 0.08% |
| 149 | DISNEY WALT CO | 254687106 | 4,420 | $502,812 | 0.08% |
| 150 | WELLS FARGO CO NEW | 949746101 | 5,148 | $479,794 | 0.07% |
| 151 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 3,113 | $447,930 | 0.07% |
| 152 | ABBOTT LABS | ABLZF | 3,500 | $438,515 | 0.07% |
| 153 | CRYOPORT INC | CYRX | 45,060 | $432,576 | 0.07% |
| 154 | CROWDSTRIKE HLDGS INC | CRWD | 910 | $426,572 | 0.07% |
| 155 | SALESFORCE INC | CRM | 1,587 | $420,413 | 0.06% |
| 156 | SCHWAB STRATEGIC TR | 808524607 | 13,815 | $393,452 | 0.06% |
| 157 | PACER FDS TR | 69374H881 | 6,485 | $390,203 | 0.06% |
| 158 | VANGUARD INDEX FDS | 922908769 | 1,156 | $387,573 | 0.06% |
| 159 | PEPSICO INC | PEP | 2,506 | $359,662 | 0.06% |
| 160 | CHEVRON CORP NEW | CVX | 2,239 | $341,179 | 0.05% |
| 161 | SCHWAB CHARLES CORP | SCHW-PJ | 3,000 | $299,730 | 0.05% |
| 162 | PURE STORAGE INC | 74624M102 | 4,422 | $296,319 | 0.05% |
| 163 | ACCENTURE PLC IRELAND | ACN | 975 | $261,593 | 0.04% |
| 164 | NEWMONT CORP | NEMCL | 2,600 | $259,610 | 0.04% |
| 165 | YUM BRANDS INC | YUM | 1,650 | $249,612 | 0.04% |
| 166 | SCHWAB STRATEGIC TR | 808524201 | 8,953 | $240,926 | 0.04% |
| 167 | ISHARES TR | 464287580 | 2,235 | $230,496 | 0.04% |
| 168 | REGENERON PHARMACEUTICALS | REGN | 285 | $219,983 | 0.03% |
| 169 | HONEYWELL INTL INC | 438516106 | 1,081 | $210,893 | 0.03% |
| 170 | SPDR GOLD TR | GLD | 508 | $201,326 | 0.03% |
| 171 | SELECT SECTOR SPDR TR | 81369Y605 | 3,668 | $200,897 | 0.03% |