Sign In
test

Samira Kadam

Cherry Creek Investment Advisors, Inc.

Assets Managed
$230.124M
Holdings
124
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
-1.58%(2Q avg: -0.23%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cherry Creek Investment Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 124 positions.

Assets under management

The assets under management (AUM) of Cherry Creek Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 230.124M in assets, with a quarterly growth rate of -1.58% and a 2-quarter average growth rate of -0.23%. The portfolio is managed by Samira Kadam, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VRIG
Invesco Variable Rate Invest
Recent Activity
Decreased -2.27%
7.41%
$17.048M
680,973 shares@ $25.04 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.29%
5.83%
$13.414M
76,917 shares@ $174.41 avg price
TDIV
Ft Nasdaq Tech Dvd Index Fd
Recent Activity
Increased 0.28%
5.63%
$12.935M
138,106 shares@ $93.67 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.45%
5.4%
$12.41M
59,587 shares@ $208.27 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.56%
5.02%
$11.537M
45,459 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.96%
4.59%
$10.557M
28,520 shares@ $370.18 avg price
IBM
Intl Business Machines Corp
Recent Activity
Increased 1.19%
3.95%
$9.089M
37,499 shares@ $242.4 avg price
WMT
Walmart Inc
Recent Activity
Decreased -3.36%
3.63%
$8.334M
67,057 shares@ $124.28 avg price
FVD
First Trust Value Line Dvd
Recent Activity
Increased 4.21%
3.54%
$8.145M
173,179 shares@ $47.03 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 3.51%
2.87%
$6.584M
45,012 shares@ $146.28 avg price

1-10 of 124