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Home > Institutional Investor > Sierra Summit Advisors Llc > Profile

Instuitional Investor - Sierra Summit Advisors Llc

Fund Profile
Filing Period:
Fund Name: Sierra Summit Advisors Llc
Portfolio Value $342,804,671
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 120,669 $23,232,403 6.77%
2.
Microsoft Corp
 MSFT 33,775 $12,700,751 3.7%
3.
Alphabet Inc.
 GOOGL 79,217 $11,065,823 3.22%
4.
Nvidia Corp
 NVDA 212,400 $10,518,473 3.06%
5.
Amazon Com Inc
 AMZN 67,059 $10,188,945 2.97%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)