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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 12 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 iShares Treasury Bond 7-10yr UCITS ETF USD (Acc) 23,000.0 $121K 0.01% NEW $5.25
222 iShares J.P. Morgan EM Corp Bond UCITS ETF (Acc) 17,048.0 $116K 0.01% NEW $6.82
223 Alsea Sab De CV Ordf 32,100.0 $84K 0.01% NEW $2.62
224 iShares MSCI China UCITS ETF (Acc) 13,185.0 $69K 0.01% NEW $5.26
225 HAFN Hafnia LTD F Industrials 10,000.0 $66K 0.01% NEW $6.64 +17.1%
226 Borr Drilling 15,000.0 $62K 0.01% NEW $4.13
227 SUI Group Holdings Limited (Mill City Ventures III LTD) 41,030.0 $48K 0.01% NEW $1.16
228 WTS MSP Recovery Inc 399,539.0 $2K NEW $0.00
Page 12 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%