SIERRA SUMMIT ADVISORS LLC

Q3 2026 13F-HR Holdings

Location
Incline Village, NV
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
174
Total value ($000)
$851,818
Net value change ($000)
-43,616 (-4.9%)
New positions
47
Sold out positions
58
Turnover %
26.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CRWD 16,591 832.9%
CRDO 14,609 708.5%
AMD 13,720 595.0%
ORCL 13,207 4246.6%
DAL 12,883 NEW
LNG 10,541 NEW
LITE 8,092 43.4%
NVDA 6,795 14.8%
META 4,418 29.3%
REGN 3,479 38.0%
Top Reduces (Value $000, Stocks/ETFs)
SOFI -16,052 -100.0%
ENTG -14,973 -100.0%
SNPS -13,591 -100.0%
PSTG -13,050 -95.7%
APP -12,779 -100.0%
ALNY -12,548 -100.0%
SYM -11,646 -100.0%
ALAB -11,583 -25.9%
BA -8,404 -100.0%
CVX -6,810 -88.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type