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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 2 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 iShares MSCI ACWI UCITS ETF (Acc) 122,759.0 $14.8M 1.43% NEW $120.89
22 iShares Short Duration High Yield Corp Bond UCITS ETF (Acc) 2,019,546.0 $14.7M 1.42% NEW $7.27
23 VGK Vanguard FTSE Europe ETF 162,316.0 $14.4M 1.39% NEW $88.54 +3.4%
24 iShares J.P. Morgan EM Bond UCITS ETF (Acc) 1,857,120.0 $12.3M 1.19% NEW $6.63
25 IVE iShares S&P 500 Value ETF 47,422.0 $10.8M 1.04% NEW $227.06 +4.2%
26 VWO Vanguard FTSE Emerging Markets ETF 176,075.0 $10.5M 1.02% NEW $59.69 -0.1%
27 BAC Bank of America Financial Services 180,605.0 $10.3M 0.99% NEW $56.98 +12.7%
28 IWM iShares Russell 2000 ETF 32,243.0 $9.7M 0.94% NEW $300.45 -0.1%
29 iShares Global Govt Bond UCITS ETF (Acc) 2,028,599.0 $9.5M 0.92% NEW $4.70
30 Berkshire Hathaway Inc. Class A 12.0 $9.0M 0.87% NEW $748850.00
31 iShares Treasury Bond 1-3yr UCITS ETF (Acc) 1,507,212.0 $9.0M 0.87% NEW $5.95
32 IWD iShares Russell 1000 Value ETF 36,928.0 $9.0M 0.86% NEW $242.43 +5.9%
33 Invesco Preferred Shares UCITS ETF (Acc) 191,351.0 $8.9M 0.86% NEW $46.38
34 iShares Core MSCI EMU UCITS ETF (Acc) 31,403.0 $8.8M 0.85% NEW $281.75
35 SPDR S&P 400 US Mid Cap UCITS ETF (Acc) 70,674.0 $8.5M 0.82% NEW $119.59
36 GSEW Goldman Sachs Equal Weight U.S. Large Cap ETF 85,137.0 $8.0M 0.78% NEW $94.42 +3.6%
37 SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF 158,336.0 $8.0M 0.77% NEW $50.37 -0.4%
38 FLOT iShares Floating Rate Bond ETF 154,747.0 $7.9M 0.76% NEW $51.05 -0.2%
39 iShares Corp Bond UCITS ETF (Acc) 1,229,815.0 $7.8M 0.76% NEW $6.37
40 XLF Financial Select Sector SPDR Fund 142,127.0 $7.6M 0.74% NEW $53.61 +7.9%
Page 2 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%