Sierra Legacy Group filed its 13F report for Q4 2025 on January 20, 2026. The portfolio totaled 136.22 M reflecting a +0.81% change from the prior quarter, spanning 72 assets. The top 10 holdings comprised 46.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 2 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Sierra Legacy Group submitted their Form 13F-HR for the Q4 2025 period on 01/20/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Sierra Legacy Group reported a managed portfolio value of 136.22 M, consisting of 72 individual positions.
This page displays the raw filing documents. To see which stocks Sierra Legacy Group bought or sold during Q4 2025, please visit Sierra Legacy Group's Portfolio Analysis page.