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Sierra Ocean, LLC

All holdings · as of Jun 30, 2026

72 positions

CompanyClassValueShares% of portfolio
Mizuho Financial Group, Inc.MFGADR$101.9K10,6340.1%
ImmunityBio, Inc.IBRXCommon Stock$175.1K20,0000.1%
ISHARES TR$201.5K4,2950.1%
CrowdStrike Holdings, Inc.$203.8K2670.1%
GLOBAL X FDS$206.8K3,5100.1%
VANGUARD INDEX FDS$219.1K9020.2%
VANGUARD INDEX FDS$228.6K6250.2%
GENERAL DYNAMICS CORP$233.3K6580.2%
Mastercard Inc$233.9K4550.2%
UNILEVER PLC$235.3K3,9140.2%
ISHARES TR$235.8K3,0570.2%
GENERAL ELECTRIC CO$246.8K6600.2%
MCKESSON CORP$247.1K3270.2%
ASML HLDG NV$254.6K1280.2%
ISHARES TR$256.4K1,7290.2%
PROCTER & GAMBLE Co$257.0K1,7530.2%
Sempra$267.4K2,8850.2%
Walmart Inc.$283.8K2,5050.2%
ORACLE CORP$290.6K1,9830.2%
Visa Inc$303.5K8850.2%
ISHARES TR$310.4K3,0360.2%
ROYCE SMALL-CAP TRUST, INC.RVTClosed-End Fund$321.0K17,3770.2%
CISCO SYSTEMS, INC.$321.2K2,7350.2%
APPLIED MATERIALS INC /DE$321.7K4450.2%
J P MORGAN EXCHANGE TRADED F$321.9K6,3550.2%
ISHARES TR$325.9K2,3860.2%
EXXON MOBIL CORP$338.4K2,4750.2%
NOVO-NORDISK A S$345.7K7,2120.2%
RTX Corp$352.5K1,8580.2%
iShares MSCI UAE ETF$363.4K1,0600.3%
LAM RESEARCH CORP$364.5K8410.3%
CATERPILLAR INC$375.6K3530.3%
ROYAL CARIBBEAN CRUISES LTD$408.3K1,2860.3%
JOHNSON & JOHNSON$419.7K1,6530.3%
COSTCO WHOLESALE CORP /NEW$427.2K4570.3%
HOME DEPOT, INC.$453.3K1,2850.3%
ADVANCED MICRO DEVICES INC$488.0K8400.3%
ISHARES TR$490.8K1,9460.3%
Tesla Inc$504.7K1,2000.3%
INTEL CORP$591.7K4,2380.4%
DBX ETF TR$596.1K10,9110.4%
Meta Platforms Inc$606.8K1,0770.4%
VANGUARD INDEX FDS$636.4K2,9200.4%
JPMORGAN CHASE & CO$656.2K2,0050.5%
ELI LILLY & Co$669.1K5580.5%
PIMCO ETF TR$706.2K13,9840.5%
VANGUARD TAX-MANAGED FDS$731.2K10,2630.5%
MICRON TECHNOLOGY INC$765.6K6630.5%
Broadcom Inc.$800.2K2,1180.6%
Alphabet Inc.$819.3K2,3190.6%
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