Sierra Capital 13F annual report
Sierra Capital is an investment fund managing more than $749 million ran by Carlos Pedroso. There are currently 174 companies in Mr. Pedroso’s portfolio. The largest investments include Vanguard S&p 500 Etf and Ishares Core Msci Emu Ucits Etf (acc), together worth $73.2 million.
$749 million Assets Under Management (AUM)
As of 18th July 2024, Sierra Capital’s top holding is 82,476 shares of Vanguard S&p 500 Etf currently worth over $41.2 million and making up 5.5% of the portfolio value.
In addition, the fund holds 171,630 shares of Ishares Core Msci Emu Ucits Etf (acc) worth $32 million.
The third-largest holding is Berkshire Hathaway worth $24.1 million and the next is Ishares $ Floating Rate Bond Ucits Etf (acc) worth $21.6 million, with 3,624,541 shares owned.
Currently, Sierra Capital's portfolio is worth at least $749 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Sierra Capital
The Sierra Capital office and employees reside in Miami, Florida. According to the last 13-F report filed with the SEC, Carlos Pedroso serves as the Managing Member CCO at Sierra Capital.
Recent trades
In the most recent 13F filing, Sierra Capital revealed that it had opened a new position in
Vanguard Info Tech Etf and bought 6,410 shares worth $3.7 million.
The investment fund also strengthened its position in Ishares Core Msci Emu Ucits Etf (acc) by buying
14,995 additional shares.
This makes their stake in Ishares Core Msci Emu Ucits Etf (acc) total 171,630 shares worth $32 million.
On the other hand, there are companies that Sierra Capital is getting rid of from its portfolio.
Sierra Capital closed its position in Ishares $ Treasury Bond 0-1yr Ucits (acc) on 25th July 2024.
It sold the previously owned 64,250 shares for $6.96 million.
Carlos Pedroso also disclosed a decreased stake in Vanguard S&p 500 Etf by approximately 0.1%.
This leaves the value of the investment at $41.2 million and 82,476 shares.
One of the smallest hedge funds
The two most similar investment funds to Sierra Capital are Charles-lim Capital Ltd and Howard Capital Management. They manage $748 million and $752 million respectively.
Carlos Pedroso investment strategy
Sierra Capital’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Finance — making up 4.7% of
the total portfolio value.
The fund focuses on investments in the United States as
13.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
12% of the total holdings value.
On the other hand, small-cap stocks make up only 5.7% of the portfolio.
The average market cap of the portfolio companies is close to $340 billion.
The complete list of Sierra Capital trades based on 13F SEC filings
These positions were updated on July 25th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard S&p 500 Etf |
9.69%
82,476
|
$41,249,000 | 5.51% |
| Ishares Core Msci Emu Ucits Etf (acc) |
9.57%
171,630
|
$31,995,000 | 4.27% |
| Berkshire Hathaway Inc. |
14.25%
59,189
|
$24,078,000 | 3.22% |
| Ishares $ Floating Rate Bond Ucits Etf (acc) |
4.00%
3,624,541
|
$21,578,000 | 2.88% |
| Ishares Msci Acwi Ucits Etf (acc) |
18.09%
241,189
|
$20,411,000 | 2.73% |
| Ishares Msci Usa Small Cap Ucits Etf (acc) |
1.90%
39,212
|
$19,189,000 | 2.56% |
| Ishares Msci Em Ex-china Ucits Etf (acc) |
77.28%
4,322,514
|
$23,261,000 | 3.11% |
| Ishares Core Sp 500 Ucits Etf (acc) |
28.55%
48,005
|
$27,861,000 | 3.72% |
| Ishares Us Mortgage Backed Securities Ucits Etf (acc) |
317.42%
3,684,843
|
$18,604,000 | 2.48% |
| Ishares $ Treasury Bond 0-1yr Ucits Etf (acc) |
22.47%
157,857
|
$17,522,000 | 2.34% |
| Ishares Sp 500 Equal Weight Ucits Etf (acc) |
209.06%
2,649,667
|
$15,425,000 | 2.06% |
| Ishares $ Corp Bond Ucits Etf (acc) |
116.41%
2,665,209
|
$15,254,000 | 2.04% |
| Ishares Core Sp 500 Etf |
9.29%
26,730
|
$14,627,000 | 1.95% |
| Apple Inc |
11.38%
66,493
|
$14,005,000 | 1.87% |
| Vanguard Mid-cap Etf |
7.00%
57,338
|
$13,882,000 | 1.85% |
| Ishares $ Short Duration Corp Bond Ucits Etf (acc) |
39.94%
2,317,037
|
$13,358,000 | 1.78% |
| Vanguard Ftse Europe Etf |
8.13%
183,541
|
$12,255,000 | 1.64% |
| Ishares Msci World Ucits Etf |
No change
161,855
|
$12,166,000 | 1.62% |
| Ishares Russell 2000 Etf |
10.72%
58,933
|
$11,957,000 | 1.60% |
| Ishares Us Property Yield Ucits Etf (dist) |
7.96%
408,603
|
$11,327,000 | 1.51% |
| Ishares Sp 500 Value Etf |
12.46%
58,407
|
$10,631,000 | 1.42% |
| Amazon.com Inc. |
21.88%
54,861
|
$10,602,000 | 1.42% |
| Ishares J.p. Morgan $ Em Bond Ucits Etf (acc) |
1.99%
1,937,605
|
$10,648,000 | 1.42% |
| Ishares Core Sp 500 Ucits Etf Usd (dist) |
No change
169,270
|
$9,273,000 | 1.24% |
| Ishares Core Msci Europe Ucits Etf (dist) |
26.79%
267,808
|
$9,215,000 | 1.23% |
| Ishares Msci Japan Ucits Etf (acc) |
2.15%
52,253
|
$10,317,000 | 1.38% |
| Invesco Preferred Shares Ucits Etf (acc) |
8.92%
194,527
|
$8,683,000 | 1.16% |
| Alphabet Inc |
22.27%
46,631
|
$8,494,000 | 1.13% |
| Bank of America Corporation |
288.07%
196,197
|
$7,803,000 | 1.04% |
| Goldman Sachs Equal Weight U.s. Large Cap Etf |
121.87%
108,289
|
$7,705,000 | 1.03% |
| Vanguard Ftse Emerging Markets Etf |
2.47%
174,166
|
$7,621,000 | 1.02% |
| Ishares Russell 1000 Value Etf |
44.74%
43,668
|
$7,619,000 | 1.02% |
| iShares MSCI Emerging Markets ex China ETF |
115.77%
128,176
|
$7,588,000 | 1.01% |
| Ishares Floating Rate Bond Etf |
2.31%
146,980
|
$7,509,000 | 1.00% |
| Ishares $ Treasury Bond 0-1yr Ucits (acc) |
Closed
64,250
|
$6,956,000 | |
| Ishares $ Treasury Bond 1-3yr Ucits Etf (acc) |
18.87%
1,221,415
|
$6,676,000 | 0.89% |
| Ishares Msci Japan Etf |
23.54%
94,801
|
$6,469,000 | 0.86% |
| Ishares Developed Markets Property Yield Ucits Etf (acc) |
8.54%
1,214,167
|
$6,369,000 | 0.85% |
| Spdr Sp 500 Etf Trust |
21.02%
11,294
|
$6,146,000 | 0.82% |
| Ishares Us Aggregate Bond Ucits Etf (acc) |
4.07%
1,122,394
|
$5,912,000 | 0.79% |
| Ishares Edge Msci Usa Value Factor Ucits Etf (acc) |
5.57%
615,447
|
$5,842,000 | 0.78% |
| iShares 0-5 Year Investment Grade Corporate Bond ETF |
53.07%
116,771
|
$5,751,000 | 0.77% |
| Alphabet Inc |
159.51%
29,377
|
$5,388,000 | 0.72% |
| Ishares Cybersecurity And Tech Etf |
Closed
117,113
|
$5,320,000 | |
| Microsoft Corporation |
12.49%
11,793
|
$5,271,000 | 0.70% |
| iShares MSCI ACWI ETF |
41.30%
45,954
|
$5,165,000 | 0.69% |
| Facebook Inc Cl-a |
20.10%
9,690
|
$4,886,000 | 0.65% |
| Ishares Sp Mid-cap 400 Value Etf |
4.11%
35,481
|
$4,026,000 | 0.54% |
| Ishares Russell 2000 Value Etf |
32.00%
26,415
|
$4,023,000 | 0.54% |
| Ishares Sp Smallcap 600 Ucits Etf |
No change
46,215
|
$3,999,000 | 0.53% |
| Ishares Sp 500 Ucits Etf (dist) |
No change
70,792
|
$3,877,000 | 0.52% |
| Ishares Sp 500 Consumer Staples Sector Ucits Etf (acc) |
22.30%
435,540
|
$3,709,000 | 0.50% |
| Vanguard Info Tech Etf |
Opened
6,410
|
$3,696,000 | 0.49% |
| Ishares Russell 1000 Growth Etf |
Opened
9,718
|
$3,542,000 | 0.47% |
| iShares Short Treasury Bond ETF |
10.19%
31,651
|
$3,497,000 | 0.47% |
| Ishares Sp 500 Growth Etf |
Opened
37,532
|
$3,473,000 | 0.46% |
| Proshares Short Qqq Etf |
Opened
84,500
|
$3,422,000 | 0.46% |
| Vanguard Sp Small-cap 600 Etf |
15.81%
34,425
|
$3,381,000 | 0.45% |
| Invesco At1 Capital Bond Ucits Etf (acc) |
1.52%
145,071
|
$3,676,000 | 0.49% |
| NVIDIA Corp |
892.12%
26,559
|
$3,281,000 | 0.44% |
| Ishares Core U.s. Aggregate Bond Etf |
32.01%
32,358
|
$3,141,000 | 0.42% |
| Financial Select Sector Spdr Fund |
33.74%
75,138
|
$3,089,000 | 0.41% |
| iShares MSCI ACWI ex U.S. ETF |
23.68%
56,597
|
$3,007,000 | 0.40% |
| Exxonmobil |
No change
25,331
|
$2,916,000 | 0.39% |
| Ishares $ High Yield Corp Bond Ucits Etf (acc) |
9.82%
481,789
|
$3,090,000 | 0.41% |
| Vanguard Industrials Etf |
No change
11,995
|
$2,821,000 | 0.38% |
| Vanguard Real Estate Etf |
6.45%
32,957
|
$2,761,000 | 0.37% |
| Goldman Sachs Actvbeta Us Lrg Etf |
Opened
25,490
|
$2,726,000 | 0.36% |
| Health Care Select Sector Spdr Fund |
143.92%
17,911
|
$2,611,000 | 0.35% |
| Ishares Core Msci World Ucits Etf (acc) |
No change
25,427
|
$2,594,000 | 0.35% |
| Ishares $ Corp Bond Ucits Etf (dist) |
861.09%
25,469
|
$2,571,000 | 0.34% |
| iShares MBS ETF |
15.69%
27,987
|
$2,569,000 | 0.34% |
| Shell Plc Sponsored Adr Repstg Ord Sh |
0.01%
35,058
|
$2,531,000 | 0.34% |
| Ishares Sp 500 Equal Weight Ucits Etf (acc) |
Opened
427,323
|
$2,487,000 | 0.33% |
| Alerian Mlp Etf |
12.96%
49,972
|
$2,398,000 | 0.32% |
| Kkr Co Inc Class A |
60.57%
22,020
|
$2,317,000 | 0.31% |
| Ishares $ Short Duration High Yield Corp Bond Ucits Etf (acc) |
12.48%
362,861
|
$2,286,000 | 0.31% |
| Spdr Sp Oil Gas Exploration Production |
8.75%
15,118
|
$2,199,000 | 0.29% |
| Blackstone Group Inc |
49.95%
17,392
|
$2,153,000 | 0.29% |
| Unitedhealth Group Inc |
9.26%
4,047
|
$2,061,000 | 0.28% |
| Ishares Russell Mid-cap Growth Etf |
6.03%
18,584
|
$2,051,000 | 0.27% |
| Ishares U.s. Preferred Stock Etf |
15.50%
64,761
|
$2,043,000 | 0.27% |
| Vanguard Materials Etf |
No change
10,398
|
$2,003,000 | 0.27% |
| Apollo Global Mgmt |
63.50%
16,243
|
$1,918,000 | 0.26% |
| Ishares Msci Eurozone Etf |
59.93%
38,866
|
$1,898,000 | 0.25% |
| Ishares Euro Stoxx Small Ucits Etf |
No change
40,480
|
$1,844,000 | 0.25% |
| Ishares Edge Msci World Value Factor Ucits Etf (acc) |
No change
42,805
|
$1,816,000 | 0.24% |
| Ishares Iboxx $ High Yield Corporate Bond Etf |
7.46%
23,407
|
$1,806,000 | 0.24% |
| Ishares Msci World Etf |
No change
12,230
|
$1,804,000 | 0.24% |
| Mastercard Incorporated |
18.00%
4,071
|
$1,796,000 | 0.24% |
| Vanguard Sp 500 Ucits Etf |
23.47%
16,960
|
$1,762,000 | 0.24% |
| Xtrackers Msci Eurpe Hdgd Eqy Etf |
270.32%
41,139
|
$1,710,000 | 0.23% |
| Ishares (ib1mxx) Mxn Hedged $ Treasury Bond 0-1yr Ucits Etf (acc) |
4.46%
3,954
|
$1,696,000 | 0.23% |
| Ishares Sp 500 Industrials Sector Ucits Etf (acc) |
No change
162,779
|
$1,643,000 | 0.22% |
| Invesco QQQ Trust |
3.07%
3,289
|
$1,576,000 | 0.21% |
| Ishares Msci World Ucits Etf (dist) |
No change
20,708
|
$1,557,000 | 0.21% |
| Vanguard Consumer Staples Etf |
31.12%
7,571
|
$1,537,000 | 0.21% |
| Spdr Sp 400 Us Mid Cap Ucits Etf (acc) |
2.57%
16,947
|
$1,519,000 | 0.20% |
| Netflix Inc. |
375.74%
2,236
|
$1,509,000 | 0.20% |
| Ishares Digital Security Ucits Etf (acc) |
Closed
193,753
|
$1,504,000 | |
| Vanguard Sp Small-cap 600 Growth Etf |
45.48%
12,862
|
$1,418,000 | 0.19% |
| Berkshire Hathaway Inc. Class A 1/100 - 100 Shares = 1 |
No change
200
|
$1,224,000 | 0.16% |
| Ishares 0-5 Year High Yield Corporate Bond Etf |
6.70%
28,691
|
$1,211,000 | 0.16% |
| Johnson Johnson |
0.73%
8,104
|
$1,184,000 | 0.16% |
| Ishares Edge Msci Usa Momntm Etf |
Opened
6,065
|
$1,182,000 | 0.16% |
| Vanguard Sp 500 Value Etf |
41.46%
6,628
|
$1,165,000 | 0.16% |
| Hamilton Lane Incorporat Class A |
64.49%
9,402
|
$1,162,000 | 0.16% |
| Walt Disney |
4.00%
11,340
|
$1,126,000 | 0.15% |
| Carlyle Group Inc Lp |
61.52%
27,996
|
$1,124,000 | 0.15% |
| Ishares Sp 500 Health Care Sector Ucits Etf (acc) |
0.00%
94,524
|
$1,087,000 | 0.15% |
| Ishares Msci Emerging Markets Etf |
Closed
26,594
|
$1,069,000 | |
| Spdr Gold Trust |
22.83%
4,900
|
$1,054,000 | 0.14% |
| Ishares Ageing Population Ucits Etf (acc) |
Closed
133,294
|
$933,000 | |
| Tesla Inc |
211.69%
4,613
|
$913,000 | 0.12% |
| Vanguard Sp Small-cap 600 Value Etf |
47.63%
10,808
|
$904,000 | 0.12% |
| Ishares Msci Usa Small Cap Esg Enhanced Ucits Etf (acc) |
No change
1,811
|
$883,000 | 0.12% |
| Ishares Core Sp 500 Ucits Etf Usd (acc) |
No change
1,498
|
$869,000 | 0.12% |
| Energy Select Sector Spdr Fund |
28.29%
9,337
|
$851,000 | 0.11% |
| Ishares Core Msci Em Imi Ucits Etf (acc) |
93.43%
24,564
|
$843,000 | 0.11% |
| iShares 1-3 Year Treasury Bond ETF |
Opened
10,078
|
$823,000 | 0.11% |
| Ishares Fallen Angels Etf |
Opened
31,185
|
$817,000 | 0.11% |
| Vanguard Total World Stock Etf |
34.52%
7,241
|
$816,000 | 0.11% |
| Ishares Sp 500 Utilities Sector Ucits Etf (acc) |
17.76%
100,416
|
$813,000 | 0.11% |
| Ishares Msci Eafe Value Index Fund |
No change
15,250
|
$809,000 | 0.11% |
| Vanguard Sp 500 Growth Etf |
1.16%
2,394
|
$798,000 | 0.11% |
| Ishares Edge Msci Em Minimum Volatility Ucits Etf (acc) |
No change
24,100
|
$796,000 | 0.11% |
| Defiance Next Gen Connectivity (5g) Etf |
Closed
22,004
|
$789,000 | |
| Vanguard Mid-cap Value Etf |
53.96%
5,241
|
$788,000 | 0.11% |
| Chevron Corp. |
No change
4,905
|
$767,000 | 0.10% |
| Ishares Core Sp Small-cap Etf |
12.69%
6,697
|
$714,000 | 0.10% |
| Vanguard Mid-cap Growth Etf |
48.04%
3,097
|
$711,000 | 0.09% |
| Jpmorgan Chase |
24.01%
3,471
|
$702,000 | 0.09% |
| Franklin Bitcoin Etf |
Opened
19,858
|
$691,000 | 0.09% |
| Taiwan Smcndctr Mfg Co Ltd Adr |
3.26%
3,960
|
$688,000 | 0.09% |
| Bain Capital Specialty F |
Closed
44,569
|
$672,000 | |
| Ishares Msci Ac Far East Ex-japan Ucits Etf |
Closed
13,840
|
$668,000 | |
| Palo Alto Networks Inc |
32.97%
1,923
|
$652,000 | 0.09% |
| Ishares Edge Sp 500 Minimum Volatility Ucits Etf (acc) |
14.22%
6,926
|
$643,000 | 0.09% |
| Raytheon Technologies Corp |
No change
6,258
|
$628,000 | 0.08% |
| Fidelity National Information Svcs |
Opened
8,309
|
$626,000 | 0.08% |
| Visa Inc |
Opened
2,370
|
$622,000 | 0.08% |
| Salesforce Inc |
Opened
2,390
|
$614,000 | 0.08% |
| Berkshire Hathaway Inc. |
No change
1
|
$612,000 | 0.08% |
| Ark Innovation Etf |
No change
13,856
|
$609,000 | 0.08% |
| Coca-Cola Co |
No change
9,470
|
$603,000 | 0.08% |
| Ishares Iboxx $ Investment Grade Corporate Bond Etf |
45.72%
5,450
|
$584,000 | 0.08% |
| Amdocs Limited F |
Closed
6,579
|
$578,000 | |
| Vanguard Ftse All World Ex Us Etf |
29.55%
9,704
|
$569,000 | 0.08% |
| Ishares U.s. Real Estate Etf |
0.56%
6,299
|
$553,000 | 0.07% |
| Ares Capital Corp |
79.36%
26,256
|
$547,000 | 0.07% |
| Ishares Msci Emu Ucits Etf (acc) |
14.20%
2,925
|
$545,000 | 0.07% |
| Invesco Sp 500 Equal Weight |
No change
3,261
|
$536,000 | 0.07% |
| Ishares $ Short Duration Corp Bond Ucits Etf (dist) |
Opened
5,020
|
$493,000 | 0.07% |
| Invesco NASDAQ 100 ETF |
No change
2,394
|
$472,000 | 0.06% |
| Humana Inc. |
Closed
1,029
|
$471,000 | |
| AECOM |
23.84%
5,331
|
$470,000 | 0.06% |
| Vanguard Ftse Japan Ucits Etf |
No change
13,310
|
$470,000 | 0.06% |
| Ark Genomic Revolution Etf |
No change
18,671
|
$438,000 | 0.06% |
| Cvs Health Corp Com |
Opened
7,393
|
$437,000 | 0.06% |
| Cigna Corp |
No change
1,297
|
$429,000 | 0.06% |
| Service Now Inc |
Opened
520
|
$409,000 | 0.05% |
| Sentinelone Inc -class A |
34.71%
17,954
|
$378,000 | 0.05% |
| Anthem Inc |
No change
695
|
$377,000 | 0.05% |
| Jpmorgan Chas 4.75 Pfd Pfd Ser Gg |
Closed
17,565
|
$376,000 | |
| Spdr Dow Jones Industrial Average Etf Trust |
No change
955
|
$374,000 | 0.05% |
| Vanguard Ftse Emerging Markets Ucits Etf |
Closed
6,545
|
$365,000 | |
| Soc Quimica Miner F Sponsored Adr |
Closed
5,975
|
$360,000 | |
| Ishares Edge Msci Min Vol Usa Etf |
Closed
4,543
|
$354,000 | |
| Vanguard Ftse All-world Ucits Etf (usd) Acc |
No change
2,565
|
$339,000 | 0.05% |
| Invesco Preferred Etf |
2.86%
28,643
|
$331,000 | 0.04% |
| Adobe Systems Inc |
Opened
583
|
$324,000 | 0.04% |
| HCA Healthcare Inc |
No change
998
|
$321,000 | 0.04% |
| Global X Robotics Artfcl Intlgnc Etf |
Closed
11,160
|
$318,000 | |
| Kla-tencor Corp Com |
Opened
375
|
$309,000 | 0.04% |
| Vanguard Sp 500 Ucits Etf (acc) |
No change
2,762
|
$287,000 | 0.04% |
| Topgolf Callaway Brands Corp |
No change
18,185
|
$278,000 | 0.04% |
| Albemarle Corp. |
Closed
1,912
|
$276,000 | |
| Vaneck Vectors Rare Earth/strategic Metals Etf |
Closed
4,462
|
$275,000 | |
| Ishares Europe Etf |
No change
5,002
|
$274,000 | 0.04% |
| Spdr Real Estate Select Sector Spdr Etf |
1.71%
6,783
|
$261,000 | 0.03% |
| Invesco Preferred Shares Ucits Etf (acc) |
Opened
5,810
|
$259,000 | 0.03% |
| Ishares Sp Gsci Commodity-indexed Trust |
Opened
11,450
|
$254,000 | 0.03% |
| Matthews Emrg Mrkt Eqt Actv Etf |
Opened
8,200
|
$251,000 | 0.03% |
| Bank America Cor 6 Pfd Pfd Ser Gg |
Closed
9,984
|
$248,000 | |
| Pacer Us Cash Cows 100 Etf |
Opened
4,528
|
$247,000 | 0.03% |
| Jpmorgan Betabuilders Japan Etf |
Opened
4,236
|
$239,000 | 0.03% |
| Cons Discret Sel Sect Spdr Fd |
Opened
1,281
|
$234,000 | 0.03% |
| Vanguard Short-term Corporate Bond Etf |
Closed
3,000
|
$232,000 | |
| Bankwell Finl Group |
1.62%
9,009
|
$229,000 | 0.03% |
| Sunrun Inc |
Closed
11,660
|
$229,000 | |
| Eli Lilly Co |
Opened
247
|
$224,000 | 0.03% |
| Target Corp |
Closed
1,562
|
$223,000 | |
| Ishares Convertible Bond Etf |
Closed
2,792
|
$219,000 | |
| Ishares Msci Em Asia Ucits Etf (acc) |
Closed
1,382
|
$218,000 | |
| Alibaba Group Hldg Ltd |
No change
2,925
|
$211,000 | 0.03% |
| Accenture plc |
Opened
690
|
$209,000 | 0.03% |
| Vicarious Surgical Inc |
Closed
100,000
|
$37,000 | |
| Wts Msp Recovery Inc |
No change
399,539
|
$20,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 198 holdings | |||
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