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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 7 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMB.TECH NV 77,508.0 $1.1M 0.12% NEW $13.99
122 SMMD ISHARES TR 11,815.0 $1.1M 0.12% NEW $91.63 +0.2%
123 LITHIUM ARGENTINA AG 128,113.0 $1.1M 0.12% NEW $8.27
124 VOO VANGUARD INDEX FDS 1,531.0 $1.1M 0.12% NEW $686.71 +2.7%
125 STAA STAAR SURGICAL CO Healthcare 36,524.0 $1.0M 0.12% NEW $28.69 -14.1%
126 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,532.0 $1.0M 0.12% NEW $293.18 +3.4%
127 EGBN EAGLE BANCORPORATION INC Financial Services 36,444.0 $1.0M 0.12% NEW $28.39 +0.2%
128 LASR NLIGHT INC Technology 14,776.0 $1.0M 0.12% NEW $69.62 -28.2%
129 GNK GENCO SHIPPING & TRADING LTD Industrials 41,467.0 $1.0M 0.12% NEW $24.78 +5.1%
130 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 43,997.0 $1.0M 0.11% NEW $23.21 +22.1%
131 WEC WEC ENERGY GROUP INC Utilities 8,713.0 $1.0M 0.11% NEW $116.77 -4.9%
132 CME CME GROUP INC Financial Services 4,595.0 $1.0M 0.11% NEW $220.83 +23.0%
133 DOX AMDOCS LTD Technology 20,075.0 $1.0M 0.11% NEW $50.54 +14.5%
134 MECHANICS BANCORP 63,203.0 $1.0M 0.11% NEW $15.90
135 TBPH THERAVANCE BIOPHARMA INC Healthcare 59,096.0 $1.0M 0.11% NEW $17.00 -0.3%
136 FIGS FIGS INC Consumer Cyclical 95,473.0 $977K 0.11% NEW $10.23 +38.4%
137 SM SM ENERGY COMPANY Energy 36,957.0 $965K 0.11% NEW $26.10 +36.0%
138 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 36,940.0 $963K 0.11% NEW $26.08 +29.2%
139 HIMALAYA SHIPPING LTD 71,614.0 $957K 0.11% NEW $13.36
140 OMC OMNICOM GROUP INC Communication Services 12,911.0 $940K 0.10% NEW $72.83 +18.5%
Page 7 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%