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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 5 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QQQ Invesco QQQ Trust ETF Financial Services 3,259.0 $2.4M 0.23% NEW $736.40 -2.6%
82 VAW Vanguard Materials ETF 10,398.0 $2.4M 0.23% NEW $228.79 +1.3%
83 URTH iShares MSCI World ETF 11,651.0 $2.4M 0.23% NEW $202.64 +3.0%
84 VB Vanguard Small Cap ETF 7,550.0 $2.3M 0.22% NEW $303.12 +0.2%
85 TSM Taiwan SMCNDCTR MFG Co LTD ADR Technology 4,764.0 $2.3M 0.22% NEW $477.57 -13.4%
86 TSLA Tesla Inc Consumer Cyclical 5,185.0 $2.2M 0.21% NEW $420.60 -19.9%
87 JNJ Johnson & Johnson Healthcare 8,157.0 $2.1M 0.20% NEW $253.97 +6.7%
88 iShares S&P SmallCap 600 UCITS ETF 17,224.0 $2.1M 0.20% NEW $120.25
89 AMLP Alerian MLP ETF 38,860.0 $2.0M 0.20% NEW $51.85 +6.7%
90 HYG iShares iBoxx High Yield Corporate Bond ETF 24,352.0 $1.9M 0.19% NEW $79.97 -0.6%
91 iShares S&P 500 Health Care Sector UCITS ETF (Acc) 147,431.0 $1.9M 0.18% NEW $12.83
92 BX Blackstone Group Inc Financial Services 15,978.0 $1.9M 0.18% NEW $117.67 +19.5%
93 iShares Global Govt Bond UCITS ETF (Dist) 20,642.0 $1.8M 0.18% NEW $88.75
94 ACWI iShares MSCI ACWI ETF 11,583.0 $1.8M 0.18% NEW $156.97 +2.0%
95 iShares S&P 500 Utilities Sector UCITS ETF (Acc) 151,065.0 $1.7M 0.17% NEW $11.38
96 SHYG iShares 0-5 Year High Yield Corporate Bond ETF 39,915.0 $1.7M 0.16% NEW $42.41 -0.5%
97 VOOV Vanguard S&P 500 Value ETF 7,661.0 $1.7M 0.16% NEW $219.21 +4.2%
98 VNQ Vanguard Real Estate ETF 17,114.0 $1.7M 0.16% NEW $96.43 +1.2%
99 APOS Apollo Global MGMT Financial Services 13,567.0 $1.6M 0.15% NEW $118.31 -78.5%
100 VOT Vanguard Mid-Cap Growth ETF 5,196.0 $1.6M 0.15% NEW $306.27 +0.1%
Page 5 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%