13F Filings History of SIERRA OCEAN, LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$120,815,247
Signature - Title
Jeff Burrow - Manager and CCO
Location
Ripon, CA
Summary
This page shows a list of all the recent 13F filings made by SIERRA OCEAN, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SIERRA OCEAN, LLC reported 61 stock holdings with total value $120,815,247 as of Q4 2025. Top holdings included SPHQ, SPMO, JCPB, LVHI, and AUSF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 61 $120,815,247 +$4,485,953 -$3,515,271 +$970,682 SPHQ, SPMO, JCPB, LVHI, AUSF 13F-HR 05 Feb 2026, 18:00
Q3 2025 63 $119,031,061 +$21,215,027 -$47,334,974 -$26,119,947 SPMO, SPHQ, JCPB, LVHI, AUSF 13F-HR 06 Nov 2025, 18:07
Q2 2025 1,028 $138,715,996 +$6,421,722 -$3,423,429 +$2,998,293 SPHQ, MOAT, SPMO, JCPB, XMHQ 13F-HR 07 Aug 2025, 14:24
Q1 2025 1,049 $126,725,049 +$8,481,723 -$2,245,830 +$6,235,893 MOAT, SPHQ, JCPB, XMHQ, SCHE 13F-HR 29 Apr 2025, 13:47
Q4 2024 1,040 $122,498,212 $0 $0 $0 MOAT, SPHQ, XMHQ, JCPB, SCHE 13F-HR 30 Jan 2025, 19:15