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Portfolio (Quarterly) Guide ↗

Sierra Capital LLC

· CIK 0001787274
13F Portfolio $1.0B AUM 301 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 228 New
Page 10 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 Space Exploration Techn-CL A 2,500.0 $427K 0.04% NEW $170.86
182 AMD Advanced Micro Devices Technology 735.0 $427K 0.04% NEW $580.91 -16.6%
183 PIMCO Mortgage Backed Sec Act ETF 8,597.0 $425K 0.04% NEW $49.38
184 UBS Core MSCI Japan UCITS ETF JPY acc 11,420.0 $391K 0.04% NEW $34.20
185 IVOG Vanguard S&P Mid Cap 400 Growth ETF 2,628.0 $384K 0.04% NEW $146.30 -0.5%
186 UBS MSCI United Kingdom UCITS ETF GBP acc 6,400.0 $365K 0.04% NEW $57.00
187 UBS Core MSCI USA UCITS ETF USD acc 8,300.0 $364K 0.04% NEW $43.81
188 iShares AI Infrastructure UCITS ETF USD (Acc) 31,200.0 $364K 0.04% NEW $11.65
189 Ubs Msci Usa Sf Index Fund Usd Acc 1,550.0 $345K 0.03% NEW $222.80
190 iShares Digital Security UCITS ETF (Acc) 28,606.0 $334K 0.03% NEW $11.68
191 Xtrackers II USD Overnight Rate Swap UCITS ETF 1C 1,510.0 $323K 0.03% NEW $213.83
192 BBJP JPMorgan Betabuilders Japan ETF 4,236.0 $319K 0.03% NEW $75.31 +2.2%
193 PCRX Pacira Biosciences Inc Healthcare 12,500.0 $317K 0.03% NEW $25.37 -5.4%
194 MU Micron Technology Technology 266.0 $307K 0.03% NEW $1154.29 -18.5%
195 ABBV Abbvie Inc Com Healthcare 1,209.0 $304K 0.03% NEW $251.64 +2.9%
196 IJR iShares Core S&P Small-Cap ETF 2,045.0 $303K 0.03% NEW $148.31 -0.4%
197 XLY Cons Discret Sel Sect SPDR FD 2,562.0 $300K 0.03% NEW $117.28 -0.8%
198 Grupo Bimbo S.A.B. de C.V. 89,686.0 $293K 0.03% NEW $3.27
199 First Trust RBA American Industrial Renaissance UCITS ETF Class A USD (Acc) 9,042.0 $290K 0.03% NEW $32.05
200 IYR iShares U.S. Real Estate ETF 2,830.0 $289K 0.03% NEW $102.24 +1.5%
Page 10 of 12  ·  228 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.7%
Financial Services 23.5%
Communication Services 19.2%
Consumer Cyclical 12.9%
Healthcare 3.4%
Industrials 1.0%
Consumer Defensive 0.7%
Energy 0.6%