Sierra Summit Advisors LLC holds a diversified book of 185 stocks worth $895.4M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Sofi Technologies Inc and trimmed Astera Labs Inc. Their largest long position is Nvidia Corp at 5% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+13.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show SIERRA SUMMIT ADVISORS LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +44.8%, a 21.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Sierra Summit Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $46.0M | 229.7K | 5.1% | ▲+0.6% Added · +1K sh | |
| 2 | Astera Labs Inc COM | $44.7M | 92.6K | 5.0% | ▼−7.6% Reduced · −8K sh | |
| 3 | Micron Technology Inc COM | $35.3M | 30.6K | 3.9% | ▲+1.9% Added · +586 sh | |
| 4 | Alphabet Inc CAP STK CL A | $31.1M | 87.0K | 3.5% | ▲+1.3% Added · +1K sh | |
| 5 | Apple Inc COM | $30.9M | 106.6K | 3.4% | ▼−4.4% Reduced · −5K sh | |
| 6 | Marvell Technology Inc COM | $28.8M | 96.7K | 3.2% | ▲+1.9% Added · +2K sh | |
| 7 | Robinhood MKTS Inc COM CL A | $24.8M | 247.6K | 2.8% | ▲+27% Added · +52K sh | |
| 8 | Eli Lilly & Co COM | $23.9M | 19.9K | 2.7% | ▲+3.3% Added · +633 sh | |
| 9 | Lam Research Corp COM NEW | $23.0M | 53.0K | 2.6% | ▲+2.5% Added · +1K sh | |
| 10 | Tesla Inc COM | $22.8M | 54.2K | 2.5% | ▲+2.0% Added · +1K sh | |
| 11 | Ge Vernova Inc COM | $22.3M | 19.0K | 2.5% | ▲+3.9% Added · +712 sh | |
| 12 | Citigroup Inc COM NEW | $20.8M | 148.8K | 2.3% | ▲~0% Added · +23 sh | |
| 13 | Vertiv Holdings Co COM CL A | $20.8M | 62.1K | 2.3% | ▼−5.8% Reduced · −4K sh | |
| 14 | Amazon Com Inc COM | $19.6M | 82.1K | 2.2% | ▲+3.5% Added · +3K sh | |
| 15 | Lumentum Hldgs Inc COM | $18.6M | 21.7K | 2.1% | ▼−15% Reduced · −4K sh | |
| 16 | Teradyne Inc COM | $17.3M | 35.7K | 1.9% | ▲+3.8% Added · +1K sh | |
| 17 | Shopify Inc CL A SUB VTG SHS | $17.2M | 150.9K | 1.9% | ▲+55% Added · +54K sh | |
| 18 | Sofi Technologies Inc COM | $16.1M | 895.3K | 1.8% | ▲New New position | |
| 19 | Reddit Inc CL A | $15.7M | 90.4K | 1.8% | ▲+20% Added · +15K sh | |
| 20 | Arista Networks Inc COM SHS | $15.2M | 89.3K | 1.7% | ▲+5.1% Added · +4K sh | |
| 21 | Meta Platforms Inc CL A | $15.1M | 26.8K | 1.7% | ▲+16% Added · +4K sh | |
| 22 | Steel Dynamics Inc COM | $15.0M | 65.5K | 1.7% | ▼−0.5% Reduced · −355 sh | |
| 23 | Entegris Inc COM | $15.0M | 83.2K | 1.7% | ▲New New position | |
| 24 | Quanta Svcs Inc COM | $14.8M | 20.5K | 1.6% | ▲+7.0% Added · +1K sh | |
| 25 | Everpure Inc CL A | $13.6M | 173.1K | 1.5% | ▲28× Added · +167K sh | |
| 26 | Synopsys Inc COM | $13.6M | 30.5K | 1.5% | ▲+73% Added · +13K sh | |
| 27 | Applovin Corp COM CL A | $12.8M | 24.8K | 1.4% | ▼−5.2% Reduced · −1K sh | |
| 28 | Alnylam Pharmaceuticals Inc COM | $12.5M | 41.7K | 1.4% | ▲+38% Added · +11K sh | |
| 29 | Disney Walt Co COM | $12.2M | 126.4K | 1.4% | ▲27× Added · +122K sh | |
| 30 | Symbotic Inc CLASS A COM | $11.6M | 259.1K | 1.3% | ▲New New position | |
| 31 | Freeport McMoran Inc CL B | $10.7M | 170.3K | 1.2% | ▲+4.7% Added · +8K sh | |
| 32 | Regeneron Pharmaceuticals COM | $9.2M | 14.7K | 1.0% | ▲52× Added · +14K sh | |
| 33 | Boeing Co COM | $8.4M | 38.8K | 0.9% | ▲+6.9% Added · +3K sh | |
| 34 | Chevron Corporation COM | $7.7M | 46.6K | 0.9% | ▼−40% Reduced · −31K sh | |
| 35 | Space Exploration Techn Corp CLASS A COM STK | $6.2M | 36.5K | 0.7% | ▲New New position | |
| 36 | Caterpillar Inc COM | $6.0M | 5.7K | 0.7% | ▲+1.9% Added · +105 sh | |
| 37 | MP Materials Corp COM CL A | $5.6M | 99.7K | 0.6% | ▲New New position | |
| 38 | Intuitive Surgical Inc COM NEW | $5.2M | 13.2K | 0.6% | ▼−47% Reduced · −12K sh | |
| 39 | Abbvie Inc COM | $4.4M | 17.5K | 0.5% | ▼−1.7% Reduced · −296 sh | |
| 40 | JPMorgan Chase & Co COM | $4.2M | 12.9K | 0.5% | ▼−0.7% Reduced · −95 sh | |
| 41 | Cisco Sys Inc COM | $4.1M | 34.5K | 0.5% | ▼−14% Reduced · −6K sh | |
| 42 | Cummins Inc COM | $4.0M | 5.6K | 0.4% | ▲+1.7% Added · +95 sh | |
| 43 | Johnson & Johnson COM | $3.9M | 15.5K | 0.4% | ▲+1.0% Added · +150 sh | |
| 44 | State STR SPDR S&P 500 ETF T TR UNIT | $3.8M | 5.1K | 0.4% | ▲+8.9% Added · +416 sh | |
| 45 | Ishares TR GLOBAL ENERG ETF | $3.5M | 71.2K | 0.4% | ▲+1.2% Added · +868 sh | |
| 46 | Broadcom Inc COM | $3.4M | 9.1K | 0.4% | ▼−4.0% Reduced · −381 sh | |
| 47 | Agilon Health Inc COM NEW | $3.3M | 31.1K | 0.4% | ▲New New position | |
| 48 | Microchip Technology Inc. COM | $3.3M | 35.8K | 0.4% | ▲+2.1% Added · +744 sh | |
| 49 | Invesco QQQ TR UNIT SER 1 | $3.1M | 4.2K | 0.3% | ▲+1.8% Added · +73 sh | |
| 50 | International Business Machs COM | $3.0M | 10.8K | 0.3% | ▲+3.8% Added · +392 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 185 | $895.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 180 | $688.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 171 | $652.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 177 | $656.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 177 | $561.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 177 | $461.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 148 | $497.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 136 | $435.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.