Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIERRA SUMMIT ADVISORS LLC | 05-08-2024 | 03-31-2024 | 144 | 367,516,739 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CUMMINS INC | COM | 51 | $1,350,381 | 4,583 | 0.00 | 0.00 | -410 | -8.21 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 52 | $1,286,122 | 11,637 | 0.00 | 0.00 | -290 | -2.43 | 03-31-2024 |
| RUSH ENTERPRISES INC | CL A | 53 | $1,269,441 | 23,719 | 0.00 | 23,719 | +Inf | 03-31-2024 | |
| QUALCOMM INC | COM | 54 | $1,213,543 | 7,168 | 0.00 | 0.00 | 339 | 4.96 | 03-31-2024 |
