Institutions / Sierra Ocean, LLC

Sierra Ocean, LLC

CIK 2051715 · Institution · as of Jun 30, 2026
Portfolio value
$144.48M
Positions
72
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$144.48M+19.6%
$144.48M$132.65M$120.82MQ4 '25Q2 '26

Positions

72+18.0%
726761Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 72 →
CompanyClassValueShares% of portfolio
Invesco Exch Traded Fd Tr II$21.53M133,25814.9%
Invesco Exchange Traded Fd T$19.82M220,00113.7%
J P Morgan Exchange Traded F$12.28M261,5768.5%
Legg Mason ETF Invt$11.31M278,6067.8%
Global X Fds$8.98M183,8246.2%
iShares MSCI UAE ETF$8.29M95,8715.7%
Schwab Strategic Tr$8.21M226,4245.7%
Amplify ETF Tr$6.05M132,3664.2%
iShares Tr$5.71M59,1924.0%
J P Morgan Exchange Traded F$3.77M66,7172.6%
Apple Inc.$3.36M11,6122.3%
NVIDIA Corp$2.77M13,8591.9%
Microsoft Corp$1.69M4,5281.2%
VanEck ETF Trust$1.61M15,5051.1%
Warren E. Buffett$1.42M2,8361.0%
iShares Tr$1.41M1,8831.0%
J P Morgan Exchange Traded F$1.38M20,4521.0%
Alphabet Inc.$1.36M3,7920.9%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$1.13M2,3630.8%
Amazon.com Inc$1.11M4,6510.8%
Vanguard Index Fds$916.4K10,6380.6%
Vanguard Index Fds$875.2K1,2740.6%
Alphabet Inc.$819.3K2,3190.6%
Broadcom Inc.$800.2K2,1180.6%
Micron Technology Inc$765.6K6630.5%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add46137V241
Common stock
$1.34M+15K
+7.25%
220,001
13.72% of portfolio
low
Q2 2026
as of
Add46138E339
Common stock
$1.25M+8K
+6.16%
133,258
14.90% of portfolio
low
Q2 2026
as of
Add46641Q670
Common stock
$1.01M+21K
+8.93%
261,576
8.50% of portfolio
low
Q2 2026
as of
NewMicron Technology Inc
Common stock
$765.6K+663
663
0.53% of portfolio
low
Q2 2026
as of
Add922908736
Common stock
$763.6K+9K
+500.00%
10,638
0.63% of portfolio
low
Q2 2026
as of
AddiShares MSCI UAE ETF
Common stock
$685.2K+8K
+9.02%
95,871
5.73% of portfolio
low
Q2 2026
as of
NewIntel Corp
Common stock
$591.7K+4K
4,238
0.41% of portfolio
low
Q2 2026
as of
NewAdvanced Micro Devices Inc
Common stock
$488.0K+840
840
0.34% of portfolio
low
Q2 2026
as of
Add52468L505
Common stock
$487.9K+12K
+4.51%
278,606
7.83% of portfolio
low
Q2 2026
as of
Add37954Y574
Common stock
$474.3K+10K
+5.58%
183,824
6.22% of portfolio
low