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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 3 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMXC iShares MSCI Emerging Markets ex China ETF 74,366.0 $7.6M 0.73% NEW $102.30 -7.2%
42 Invesco USD AAA CLO UCITS ETF (Acc) 336,035.0 $7.2M 0.69% NEW $21.37
43 iShares MSCI EM UCITS ETF USD (Acc) 107,107.0 $7.0M 0.68% NEW $65.58
44 JMST JPMorgan Ultra-Short Municipal ETF 137,619.0 $7.0M 0.68% NEW $51.00 -0.2%
45 GOOG Alphabet Inc. Class C Communication Services 19,395.0 $6.9M 0.66% NEW $353.33 -3.5%
46 iShares US Aggregate Bond UCITS ETF (Acc) 1,166,575.0 $6.7M 0.65% NEW $5.78
47 VGT Vanguard Info Tech ETF 54,732.0 $6.5M 0.63% NEW $119.52 +0.3%
48 MSFT Microsoft Technology 17,005.0 $6.3M 0.61% NEW $373.03 +29.4%
49 SPY SPDR S&P 500 ETF Trust Financial Services 8,443.0 $6.3M 0.61% NEW $746.76 +2.9%
50 META Meta Platforms Inc (Facebook) Communication Services 10,720.0 $6.0M 0.58% NEW $563.26 -1.7%
51 iShares Short Duration Corp Bond UCITS ETF (Dist) 57,593.0 $5.7M 0.56% NEW $99.75
52 NVDA Nvidia Corp Technology 27,857.0 $5.6M 0.54% NEW $200.09 +9.9%
53 iShares NASDAQ 100 UCITS ETF (Acc) 3,175.0 $5.5M 0.53% NEW $1731.20
54 iShares Core MSCI Europe UCITS ETF (Dist) 113,368.0 $5.2M 0.50% NEW $46.02
55 IVW iShares S&P 500 Growth ETF 37,532.0 $5.2M 0.50% NEW $137.53 +1.7%
56 EWJ iShares MSCI Japan ETF 54,382.0 $5.1M 0.49% NEW $93.51 +2.2%
57 IWF iShares Russell 1000 Growth ETF 38,872.0 $4.8M 0.47% NEW $124.17 -0.7%
58 iShares US Property Yield UCITS ETF (Dist) 129,787.0 $4.3M 0.42% NEW $33.39
59 VIS Vanguard Industrials ETF 11,995.0 $4.3M 0.42% NEW $360.38 -1.9%
60 Invesco USD AT1 CoCo Bond UCITS ETF (Acc) 132,971.0 $4.0M 0.39% NEW $30.30
Page 3 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%