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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 11 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ADBE Adobe Systems Inc Technology 1,396.0 $286K 0.03% NEW $205.02 +28.3%
202 FEZ SPDR EURO STOXX 50 ETF 3,961.0 $272K 0.03% NEW $68.68 +3.9%
203 iShares Corp Bond UCITS ETF 2,650.0 $269K 0.03% NEW $101.47
204 iShares S&P 500 Financials Sector UCITS ETF (Acc) 16,674.0 $265K 0.03% NEW $15.88
205 GLD SPDR Gold Trust Financial Services 699.0 $257K 0.03% NEW $368.38 +8.2%
206 UBS MSCI Canada Ucits ETF 8,650.0 $254K 0.03% NEW $29.36
207 Siemens Energy AG Held BY Euroclear 1,307.0 $248K 0.02% NEW $189.56
208 IHAK iShares Cybersecurity and Tech ETF 4,040.0 $245K 0.02% NEW $60.71 +7.6%
209 Vanguard EUR Corporate 1-3 Year Bond UCITS ETF - (EUR) (Acc) 40,900.0 $242K 0.02% NEW $5.91
210 ETN Eaton Corporation PLC Industrials 561.0 $239K 0.02% NEW $426.12 +1.2%
211 Vanguard FTSE Emerging Markets UCITS ETF USD (Acc) 2,682.0 $234K 0.02% NEW $87.30
212 WMT Wal-Mart Consumer Defensive 1,926.0 $218K 0.02% NEW $113.26 +1.7%
213 FLCA Franklin FTSE Canada ETF 4,170.0 $215K 0.02% NEW $51.47 +6.6%
214 Global X Uranium UCITS ETF USD (Acc) 8,146.0 $213K 0.02% NEW $26.20
215 PHO Powershares Water Resources 3,050.0 $211K 0.02% NEW $69.08 +2.6%
216 iShares USD Treasury Bond 20yr UCITS ETF USD (Accumulating) 44,660.0 $209K 0.02% NEW $4.68
217 SPDR MSCI Europe Financials Ucits ETF Held BY Euroclear 1,166.0 $202K 0.02% NEW $173.22
218 IVOO Vanguard S&P Mid Cap 400 ETF 1,535.0 $200K 0.02% NEW $130.40 +0.2%
219 TAIL Cambria Tail Risk ETF 16,700.0 $178K 0.02% NEW $10.63 -2.4%
220 iShares Diversified Commodity Swap UCITS ETF (No Income) 14,350.0 $131K 0.01% NEW $9.10
Page 11 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%