SK
Samira Kadam Portfolio
Invests via Cherry Creek Investment Advisors Inc. | Managed by Trish McNamara, Sean Castle
Invests via Cherry Creek Investment Advisors Inc.
Managed by Trish McNamara, Sean Castle
Automatically Tracked
Samira Kadam Profile
With a robust background in strategic finance and operational leadership, Samira Kadam has made significant strides in the tech industry. She is known for her entrepreneurial journey, which includes founding and scaling innovative startups that leverage emerging technologies. Her experience encompasses both direct investment roles and mentorship of early-stage companies, enabling her to shape the growth trajectories of various ventures. As a forward-thinking leader, she actively engages with investors while fostering collaborations aimed at market expansion. Samira's commitment to bridging the gap between technology development and market needs positions her as a pivotal figure within entrepreneurial ecosystems.
With a robust background in strategic finance and operational leadership, Samira Kadam has made significant strides in the tech industry. She is known for her entrepreneurial journey, which includes founding and scaling innovative startups that leverage emerging technologies. Her experience encompasses both direct investment roles and mentorship of early-stage companies, enabling her to shape the growth trajectories of various ventures. As a forward-thinking leader, she actively engages with investors while fostering collaborations aimed at market expansion. Samira's commitment to bridging the gap between technology development and market needs positions her as a pivotal figure within entrepreneurial ecosystems.
Investment Philosophy & Strategy
Capitalizing on the intersection of technology and market demand, Samira Kadam adopts an innovation-focused investment strategy. Her approach prioritizes disruptive ideas with scalable potential, allowing her to identify transformative opportunities within dynamic sectors. By combining hands-on operational experience with strategic acumen, she encourages portfolio companies to enhance their competitive positioning through agile methodologies. Partnerships formed under her leadership leverage unique insights into emerging technologies, driving both growth and value creation. This proactive engagement not only fuels expansion but also aligns investments with future-forward trends in tech-driven marketplaces.
Capitalizing on the intersection of technology and market demand, Samira Kadam adopts an innovation-focused investment strategy. Her approach prioritizes disruptive ideas with scalable potential, allowing her to identify transformative opportunities within dynamic sectors. By combining hands-on operational experience with strategic acumen, she encourages portfolio companies to enhance their competitive positioning through agile methodologies. Partnerships formed under her leadership leverage unique insights into emerging technologies, driving both growth and value creation. This proactive engagement not only fuels expansion but also aligns investments with future-forward trends in tech-driven marketplaces.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
107.86%
Gain -0.08%
Monthly
1.06%
Yearly
13.49%
Drawdown
22.55%
$261.17M
Equity
Holdings
$261.17M
Investment
$163.03M
$108.09M
Profit -$169,799.86
Realized
$9.95M
Unrealized
$98.14M
Dividends
$18.82M
Goals
Avg. 81% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.08%
Profit
-$169,799.86
Win %
74%
This Week
Compared To Last Week
Gain
0.56%
Profit
$1.44M
Win %
74%
This Month
Compared to last month
Gain
1.01%
Profit
$2.62M
Win %
74%
This Year
Compared to last year
Gain
3.1%
Profit
$7.86M
Win %
73%
PANW Palo Alto Networks, Inc.
+6.16%
+$23,543.21 
CRWD CrowdStrike Holdings, Inc.
+5.78%
+$80,736.24 
COP ConocoPhillips
+4.64%
+$28,479.88 
MU Micron Technology Inc.
+3.47%
+$187,522.04 
VDE Vanguard Energy ETF
+3.21%
+$139,867.16 
STXS Stereotaxis Inc.
+3.21%
+$1,363.26 
CVX Chevron Corporation
+2.94%
+$35,697.65 
P Everpure Inc. Class A Common Stock
+2.9%
+$195,629.85 
MRVL Marvell Technology Inc.
+2.8%
+$6,147.32 
ALAB Astera Labs, Inc.
+2.52%
+$24,674.94 
EQT EQT Corporation
+2.23%
+$83,926.24 
MDB MongoDB, Inc. Class A Common Stock
+2.05%
+$30,119.77 
QNT Quantinuum Inc. Class A Common Stock
+1.87%
+$10,748.14 
AMAT Applied Materials Inc.
+1.76%
+$2,648 
MPLX MPLX LP
+1.75%
+$17,161.5 
NTNX Nutanix, Inc. Class A Common Stock
+1.7%
+$8,815.78 
ORCL Oracle Corporation
+1.58%
+$3,068.81 
CSCO Cisco Systems, Inc.
+1.56%
+$5,070.14 
LMT Lockheed Martin Corporation
+1.51%
+$5,422.92 
RKLB Rocket Lab Corporation
+1.32%
+$13,280.62 
RXRX Recursion Pharmaceuticals, Inc. Class A Common Stock
+1.26%
+$2,924.91 
ROK Rockwell Automation Inc.
+1.04%
+$3,094 
PSX Phillips 66
+0.76%
+$2,673.78 
HONA Honeywell Aerospace Inc.
+0.72%
+$3,829.41 
MSFT Microsoft Corporation Common Stock
+0.67%
+$88,203.68 
EMLP First Trust North American Energy Infrastructure Fund
+0.66%
+$8,028.07 
ARM Arm Holdings plc ADR
+0.66%
+$4,696.11 
MPC Marathon Petroleum Corp.
+0.64%
+$4,949.4 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.57%
+$12,595.27 
AVGO Broadcom Inc.
+0.54%
+$939.75 
IBM International Business Machines Corporation
+0.52%
+$49,672.58 
QQQ Invesco QQQ Trust, Series 1
+0.34%
+$5,953.5 
VRT Vertiv Holdings Co Class A Common Stock
+0.34%
+$15,816.24 
PSEC Prospect Capital Corporation
+0.34%
+$158.71 
CMI Cummins Inc.
+0.33%
+$658.75 
TDIV First Trust NASDAQ Technology Dividend Index Fund
+0.18%
+$28,123.33 
DLR Digital Realty Trust Inc.
+0.17%
+$5,453.16 
ETN Eaton Corporation plc
+0.12%
+$475.19 
SHOP Shopify Inc.
+0.09%
+$1,450.05 
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF
+0.04%
+$459.12 
VRIG Invesco Variable Rate Investment Grade ETF
+0.04%
+$6,099.33 
VEEV Veeva Systems Inc.
+0.04%
+$202.53 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
T AT&T Inc.
-5.72%
-$202,390.5 
QXO QXO Inc.
-3.9%
-$123,770.77 
YUM Yum! Brands, Inc.
-3.45%
-$14,124.5 
PEP PepsiCo, Inc.
-2.83%
-$10,746.49 
SYY Sysco Corp.
-2.79%
-$23,306.96 
PG The Procter & Gamble Company
-2.74%
-$21,127.92 
SBIO ALPS Medical Breakthroughs ETF
-2.37%
-$4,463.86 
TOST Toast, Inc. Class A Common Stock
-2.2%
-$14,267.08 
KO The Coca-Cola Company
-2.17%
-$93,340.44 
BMY Bristol-Myers Squibb Company
-2.13%
-$13,070.36 
MCD McDonald's Corporation
-1.96%
-$4,747.05 
ORLY O'Reilly Automotive Inc.
-1.86%
-$12,098.25 
JNJ Johnson & Johnson
-1.82%
-$5,401.49 
TTD The Trade Desk, Inc. Class A Common Stock
-1.79%
-$2,680.88 
CVCO Cavco Industries Inc.
-1.73%
-$7,535.06 
PPH VanEck Pharmaceutical ETF
-1.71%
-$10,558.33 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.64%
-$6,752.88 
CRWV CoreWeave Inc. Class A Common Stock
-1.64%
-$2,222.22 
PCT PureCycle Technologies Inc.
-1.62%
-$850.18 
JPM JPMorgan Chase & Co.
-1.44%
-$10,740.62 
ABSI Absci Corporation
-1.39%
-$4,094.35 
VZ Verizon Communications Inc.
-1.38%
-$4,745.62 
INN Summit Hotel Properties, Inc.
-1.35%
-$1,909.21 
V Visa Inc. Class A
-1.34%
-$86,797.16 
BROS Dutch Bros Inc. Class A Common Stock
-1.34%
-$10,923.36 
FTCS First Trust Capital Strength ETF
-1.3%
-$15,602.84 
SOLS Sollensys Corp
-1.26%
-$5,725.09 
COST Costco Wholesale Corp
-1.26%
-$51,267.09 
AMGN Amgen Inc. Common Stock
-1.24%
-$4,269.16 
SCHW The Charles Schwab Corporation
-1.21%
-$2,607.39 
PFE Pfizer Inc.
-1.2%
-$8,815.84 
AJG Arthur J. Gallagher & Co.
-1.17%
-$3,328.51 
WMT Walmart Inc.
-1.15%
-$92,710.22 
MMM 3M Company
-1.01%
-$17,896.47 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1%
-$5,409.71 
TSLA Tesla, Inc.
-0.98%
-$2,973.45 
UPS United Parcel Service, Inc. Class B Common Stock
-0.94%
-$24,553.7 
MYFW First Western Financial, Inc.
-0.93%
-$14,542.92 
FVD First Trust Value Line Dividend Index Fund
-0.86%
-$75,672.6 
BEN Franklin Templeton Inc.
-0.86%
-$5,584.68 
WFC Wells Fargo & Company
-0.78%
-$2,804.1 
SYM Symbotic Inc. Class A Common Stock
-0.77%
-$4,178.18 
META Meta Platforms Inc Class A
-0.74%
-$1,706.46 
IBRX ImmunityBio Inc.
-0.72%
-$4,480.86 
FEZ State Street SPDR EURO STOXX 50 ETF
-0.72%
-$1,404.35 
IGLD FT Vest Gold Strategy Target Income ETF
-0.66%
-$2,760.81 
PAYX Paychex Inc.
-0.61%
-$1,729.44 
BAC Bank of America Corporation
-0.6%
-$6,298.9 
BAR GraniteShares Gold Trust
-0.58%
-$15,161.37 
SBRA Sabra Health Care REIT, Inc.
-0.56%
-$2,147.09 
PAYR Federated Hermes Enhanced Income ETF
-0.56%
-$1,897.56 
JEPI JPMorgan Equity Premium Income ETF
-0.55%
-$2,617.65 
PKG Packaging Corporation of America
-0.54%
-$1,788.75 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.5%
-$12,167.4 
BRK-B Berkshire Hathaway Inc.
-0.47%
-$2,608.38 
BRK-A Berkshire Hathaway Inc.
-0.46%
-$3,745.55 
AAPL Apple Inc.
-0.42%
-$65,051.92 
O Realty Income Corp.
-0.41%
-$1,833.24 
THRV Prospera Income ETF
-0.41%
-$5,061.03 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.39%
-$3,177.47 
VBR Vanguard Small-Cap Value ETF
-0.39%
-$1,160.64 
AMZN Amazon.com Inc
-0.38%
-$57,100.4 
SCHF Schwab International Equity ETF
-0.34%
-$1,741.5 
VOO Vanguard S&P 500 ETF
-0.3%
-$9,292.14 
VEA Vanguard FTSE Developed Markets ETF
-0.3%
-$1,871.86 
GOOG Alphabet Inc
-0.27%
-$9,553.39 
DFUV Dimensional US Marketwide Value ETF
-0.27%
-$637.05 
GILD Gilead Sciences Inc.
-0.25%
-$3,581.6 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.24%
-$21,436.75 
IYRI NEOS Real Estate High Income ETF
-0.24%
-$4,777.52 
IWB iShares Russell 1000 ETF
-0.23%
-$1,809.6 
NVDA NVIDIA Corporation
-0.17%
-$26,929.77 
ABBV AbbVie Inc.
-0.13%
-$10,198.68 
BINC iShares Flexible Income Active ETF
-0.09%
-$221.35 
HPS John Hancock Preferred Income Fund III
-0.09%
-$100 
LVHI Franklin International Low Volatility High Dividend Index ETF
-0.06%
-$1,652 
GEV GE Vernova Inc.
-0.06%
-$244.66 
LIN Linde plc
-0.05%
-$133.37 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$73.09 
EVSD Eaton Vance Short Duration Income ETF
-0.03%
-$134.28 
TFSL TFS Financial Corp.
-0.03%
-$62.32 
BA The Boeing Company
-0.02%
-$106.44 
MGK Vanguard Mega Cap Growth ETF
-0.01%
-$284.46 
FTSM First Trust Enhanced Short Maturity ETF
-0.01%
-$28.32 Events
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Dividends
Dividend Analysis
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| Trades 1930 | Longs Won 1129/1930 58% | Profit Factor 4.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $441,557.2 |
| Average Win $122,898.69 | Best Trade (Oct 21) $8.79M | Sharpe Ratio -9.64 |
| Average Loss -$38,276.85 | Worst Trade (Oct 20) -$1.28M | Z-Score 2.22 (97.37%) |
| Commissions $0 | Avg. Trade Length 2y 2w 5d | Expectancy $56,006.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,803 | 6,122 | 5,442 | 4,762 | 4,082 | 3,401 | 2,721 | 2,041 | 1,361 | 680 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 43,954 | $6.07M | $15.24M | - | $9.17M | 150.91% | -0.425% |
| ABBV AbbVie Inc. | 27,564 | $3.26M | $7.85M | - | $4.59M | 141.12% | -0.13% |
| ABSI Absci Corporation | 31,495 | $220,302.22 | $291,013.8 | - | $70,711.58 | 32.1% | -1.387% |
| AJG Arthur J. Gallagher & Co. | 1,050 | $231,119.37 | $281,200.5 | - | $50,081.13 | 21.67% | -1.17% |
| ALAB Astera Labs, Inc. | 3,802 | $515,393.93 | $1M | - | $489,512.69 | 94.98% | +2.517% |
| AMAT Applied Materials Inc. | 400 | $289,200 | $152,880 | - | -$136,320 | -47.14% | +1.763% |
| AMGN Amgen Inc. Common Stock | 772 | $219,729.19 | $341,031 | - | $121,301.81 | 55.21% | -1.236% |
| AMZN Amazon.com Inc | 59,791 | $9.47M | $14.91M | - | $5.45M | 57.51% | -0.381% |
| ARM Arm Holdings plc ADR | 3,403 | $439,079.14 | $719,666.44 | - | $280,587.3 | 63.9% | +0.657% |
| AVGO Broadcom Inc. | 537 | $202,851.75 | $174,519.63 | - | -$28,332.12 | -13.97% | +0.541% |
| BA The Boeing Company | 2,661 | $472,045.41 | $498,964.11 | - | $26,918.7 | 5.7% | -0.021% |
| BAC Bank of America Corporation | 20,652 | $821,710.05 | $1.05M | - | $226,895.25 | 27.61% | -0.597% |
| BAR GraniteShares Gold Trust | 65,919 | $1.5M | $2.59M | - | $1.1M | 73.18% | -0.581% |
| BEN Franklin Templeton Inc. | 20,684 | $410,907.07 | $646,375 | - | $235,467.93 | 57.3% | -0.857% |
| BINC iShares Flexible Income Active ETF | 4,919 | $261,736.5 | $249,221.13 | - | -$12,515.37 | -4.78% | -0.089% |
| BMY Bristol-Myers Squibb Company | 9,754 | $647,310.99 | $601,431.64 | - | -$45,879.35 | -7.09% | -2.127% |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,441.6 | $816,754.45 | - | $18,312.85 | 2.29% | -0.456% |
| BRK-B Berkshire Hathaway Inc. | 1,011 | $432,246.26 | $550,378.29 | - | $118,132.03 | 27.33% | -0.472% |
| BROS Dutch Bros Inc. Class A Common Stock | 19,506 | $897,266.24 | $803,452.14 | - | -$93,814.1 | -10.46% | -1.341% |
| CMI Cummins Inc. | 383 | $206,236.85 | $199,638.75 | - | -$6,598.1 | -3.2% | +0.331% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Samira Kadam?
The largest contributions to the portfolio's profits come from the following stocks: Vertiv Holdings Co Class A Common Stock - $11.37M, NVIDIA Corporation - $4.31M, Palantir Technologies Inc. Class A Common Stock - $3.24M, Nutanix, Inc. Class A Common Stock - $2.15M, and Invesco Variable Rate Investment Grade ETF - $1.99M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: The Trade Desk, Inc. Class A Common Stock - $2.29M, PayPal Holdings, Inc - $2.27M, The Walt Disney Company - $1.32M, NovoCure Ltd - $968,774.45, and Unity Software Inc - $947,405.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Samira Kadam's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.82M earned over time. The largest contributors to dividend income include Invesco Variable Rate Investment Grade ETF - $1.99M, First Trust Senior Loan Fund - $1.4M, International Business Machines Corporation - $1.31M, First Trust Institutional Preferred Securities and Income ETF - $1.02M, and First Trust NASDAQ Technology Dividend Index Fund - $1.02M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Samira Kadam's monthly returns?
Samira Kadam's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Samira Kadam's strategy be considered aggressive or moderate?
Samira Kadam's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Samira Kadam's strategy?
Samira Kadam's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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