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Portfolio (Quarterly) Guide ↗

SIERRA SUMMIT ADVISORS LLC

· CIK 0002012614
13F Portfolio $895M AUM 185 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 185 New
Page 3 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSCO CISCO SYS INC Technology 34,495.0 $4.1M 0.45% NEW $117.46 -5.0%
42 CMI CUMMINS INC Industrials 5,595.0 $4.0M 0.45% NEW $713.21 -13.0%
43 JNJ JOHNSON & JOHNSON Healthcare 15,509.0 $3.9M 0.44% NEW $253.97 +6.7%
44 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,070.0 $3.8M 0.42% NEW $746.72 +2.8%
45 IXC ISHARES TR 71,228.0 $3.5M 0.39% NEW $49.13 +18.3%
46 AVGO BROADCOM INC Technology 9,093.0 $3.4M 0.38% NEW $377.75 +0.6%
47 AGL AGILON HEALTH INC Healthcare 31,143.0 $3.3M 0.37% NEW $107.18 -11.0%
48 MCHP MICROCHIP TECHNOLOGY INC. Technology 35,813.0 $3.3M 0.36% NEW $91.20 -14.3%
49 QQQ INVESCO QQQ TR Financial Services 4,242.0 $3.1M 0.35% NEW $736.36 -2.6%
50 IBM INTERNATIONAL BUSINESS MACHS Technology 10,780.0 $3.0M 0.34% NEW $281.22 -17.3%
51 GS GOLDMAN SACHS GROUP INC Financial Services 2,862.0 $2.9M 0.32% NEW $1011.37 +2.9%
52 MRK MERCK & CO INC Healthcare 21,917.0 $2.8M 0.32% NEW $128.50 +5.2%
53 BAC BANK OF AMER CORP Financial Services 49,273.0 $2.8M 0.31% NEW $56.98 +12.7%
54 JCI JOHNSON CONTROLS INTERNATION Industrials 19,073.0 $2.8M 0.31% NEW $146.11 +2.4%
55 WFC WELLS FARGO & CO Financial Services 32,665.0 $2.7M 0.30% NEW $82.64 +5.8%
56 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 35,069.0 $2.7M 0.30% NEW $76.40 +7.9%
57 WMB WILLIAMS COS INC Energy 34,290.0 $2.5M 0.28% NEW $74.34 +1.1%
58 ZION ZIONS BANCORPORATION NATL AS Financial Services 35,708.0 $2.5M 0.28% NEW $69.19 +2.5%
59 ADI ANALOG DEVICES INC Technology 5,841.0 $2.3M 0.26% NEW $397.17 -5.2%
60 AMD ADVANCED MICRO DEVICES INC Technology 3,969.0 $2.3M 0.26% NEW $580.91 -16.6%
Page 3 of 10  ·  185 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 41.6%
Financial Services 11.4%
Healthcare 9.9%
Industrials 9.9%
Communication Services 9.2%
Consumer Cyclical 7.2%
Basic Materials 4.1%
Utilities 3.4%
Energy 2.0%
Consumer Defensive 1.3%