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:
93.21%
Gain +1.29%
Monthly
1.06%
Yearly
13.52%
Drawdown
22.55%
$258.53M
Equity
Holdings
$258.53M
Investment
$163.03M
$105.46M
Profit +$2.26M
Realized
$9.95M
Unrealized
$95.51M
Dividends
$18.29M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.29%
Profit
$2.26M
Win %
75%
This Week
Compared To Last Week
Gain
-1.31%
Profit
-$3.43M
Win %
75%
This Month
Compared to last month
Gain
-0.87%
Profit
-$2.26M
Win %
75%
This Year
Compared to last year
Gain
2.07%
Profit
$5.26M
Win %
73%
IBRX ImmunityBio, Inc.
+5.43%
+$31,306.28 
VRT Vertiv Holdings Co
+3.78%
+$224,782.32 
ETN Eaton Corporation plc
+3.73%
+$15,784.25 
MRVL Marvell Technology, Inc.
+3.4%
+$7,585.94 
SYM Symbotic Inc. Class A
+3.36%
+$18,599.64 
GEV GE Vernova Inc.
+3.31%
+$16,046.64 
CSCO Cisco Systems, Inc.
+3.3%
+$11,008.55 
P Everpure Inc.
+3.13%
+$164,418.25 
SHOP Shopify Inc.
+3.08%
+$37,701.3 
MPC Marathon Petroleum Corporation
+2.93%
+$19,509.43 
PCT PureCycle Technologies, Inc.
+2.83%
+$3,117.34 
AAPL Apple Inc.
+2.71%
+$388,552.92 
STXS Stereotaxis Inc.
+2.69%
+$1,491.07 
ROK Rockwell Automation, Inc.
+2.54%
+$7,483 
T AT&T Inc.
+2.52%
+$100,416.82 
RKLB Rocket Lab Corporation
+2.31%
+$28,135.25 
GOOG Alphabet Inc
+2.14%
+$76,860.48 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.08%
+$22,507.84 
TDIV FT NASDAQ Technology Dividend Index Fund
+2.05%
+$321,703.52 
BA Boeing Company
+1.86%
+$10,151.72 
CRWV CoreWeave, Inc.
+1.81%
+$3,931.62 
SOLS Sollensys Corp
+1.75%
+$8,209.2 
IBM International Business Machines Corporation
+1.68%
+$149,396.77 
PSX Phillips 66
+1.58%
+$5,038.79 
AMAT Applied Materials, Inc.
+1.51%
+$2,746 
NTNX Nutanix, Inc.
+1.51%
+$7,358.94 
SYY Sysco Corporation
+1.49%
+$12,224.97 
DLR Digital Realty Trust, Inc.
+1.44%
+$50,206.68 
BRK-B Berkshire Hathaway Inc.
+1.35%
+$6,905.13 
VZ Verizon Communications Inc.
+1.33%
+$5,049.35 
AMZN Amazon.com Inc
+1.29%
+$193,722.84 
HONA Honeywell Aerospace Inc.
+1.23%
+$6,202.34 
TTD The Trade Desk, Inc. Class A
+1.18%
+$1,882.32 
SCHF Schwab International Equity ETF
+1.17%
+$6,288.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.14%
+$7,487.42 
BAR GraniteShares Gold Trust
+1.08%
+$30,322.74 
MGK Vanguard Mega Cap Growth ETF
+1.04%
+$26,460.36 
FEZ SPDR Euro Stoxx 50 ETF
+1.01%
+$2,076.66 
IGLD FT Vest Gold Strategy Target Fund
+0.97%
+$4,353.59 
BROS Dutch Bros Inc.
+0.92%
+$7,802.4 
ABBV AbbVie Inc.
+0.9%
+$63,121.56 
META Meta Platforms Inc Class A
+0.9%
+$2,059.89 
QQQ Invesco QQQ Trust, Series 1
+0.86%
+$14,859.25 
CMI Cummins Inc.
+0.85%
+$1,796.26 
IWB iShares Russell 1000 ETF
+0.85%
+$6,523.84 
VOO Vanguard S&P 500 ETF
+0.84%
+$26,053.56 
QNT Quantinuum Inc.
+0.83%
+$6,497.01 
PG Procter & Gamble Co
+0.77%
+$5,153.72 
AVGO Broadcom Inc.
+0.77%
+$1,487.5 
NVDA NVIDIA Corporation
+0.74%
+$123,873.4 
ORLY O'Reilly Automotive Inc.
+0.74%
+$4,457.25 
INN Summit Hotel Properties, Inc.
+0.71%
+$803.88 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.7%
+$5,719.45 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.67%
+$2,009.28 
PKG Packaging Corporation of America
+0.66%
+$2,027.25 
ARM Arm Holdings plc American Depositary Receipt
+0.64%
+$5,495.85 
RXRX Recursion Pharmaceuticals, Inc.
+0.63%
+$1,299.96 
V Visa Inc. Class A
+0.62%
+$35,749.35 
QXO Qxo Inc.
+0.61%
+$21,587.92 
JNJ Johnson & Johnson
+0.6%
+$1,772.79 
WFC Wells Fargo & Company
+0.58%
+$2,221.71 
JEPI JPMorgan Equity Premium Income Fund
+0.56%
+$2,617.65 
JPM JPMorgan Chase & Co.
+0.55%
+$4,331.6 
MPLX MPLX LP
+0.5%
+$5,047.5 
IYRI Neos Real Estate High Income ETF
+0.48%
+$9,989.36 
MMM 3M Company
+0.47%
+$7,734.91 
DFUV Dimensional US Marketwide Value ETF
+0.47%
+$1,089.15 
LIN Linde plc
+0.46%
+$1,028.2 
PSEC Prospect Capital Corporation
+0.46%
+$317.41 
LVHI Franklin International Low Volatility High Dividend ETF
+0.45%
+$12,555.2 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.43%
+$10,608.81 
TSLA Tesla, Inc.
+0.4%
+$1,183.72 
CVX Chevron Corporation
+0.32%
+$3,644.85 
WMT Walmart Inc.
+0.23%
+$16,341.01 
KO The Coca-Cola Company
+0.2%
+$7,891.1 
VEEV Veeva Systems Inc.
+0.2%
+$915.72 
THRV Prospera Income ETF
+0.17%
+$2,128.72 
PAYR Federated Hermes Enhanced Income ETF
+0.16%
+$529.51 
MSFT Microsoft Corp.
+0.12%
+$15,378.5 
ORCL Oracle Corporation
+0.1%
+$247.36 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.09%
+$458.45 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.07%
+$803.46 
SBIO ALPS Medical Breakthroughs ETF
+0.06%
+$129.95 
COST Costco Wholesale Corporation
+0.05%
+$1,683.78 
FVD First Trust Value Line Dividend Index Fund
+0.03%
+$2,609.4 
VDE Vanguard Energy ETF
+0.02%
+$927.04 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$32.65 
FTSM First Trust Enhanced Short Maturity Fund
0%
+$13.6 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
-2.72%
-$9,913.77 
CRWD CrowdStrike Holdings, Inc.
-1.79%
-$22,035 
MDB MongoDB Inc.
-1.4%
-$21,228.01 
LMT Lockheed Martin Corporation
-1.27%
-$4,099.2 
EQT EQT Corporation
-1.25%
-$47,466.48 
AJG Arthur J. Gallagher & Co.
-1.08%
-$2,772 
SCHW Charles Schwab Corporation
-0.99%
-$2,489.94 
HPS John Hancock Preferred Income Fund III
-0.98%
-$1,300 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.95%
-$21,591.9 
YUM Yum! Brands, Inc.
-0.71%
-$2,703 
SBRA Sabra Health Care REIT, Inc.
-0.63%
-$2,564.8 
TFSL TFS Financial Corp.
-0.61%
-$1,502.82 
AMGN Amgen Inc.
-0.6%
-$1,764.02 
UPS United Parcel Service, Inc.
-0.59%
-$15,249.14 
MYFW First Western Financial Inc.
-0.59%
-$9,458.09 
COP ConocoPhillips
-0.56%
-$3,243.98 
GILD Gilead Sciences Inc.
-0.55%
-$7,073.66 
PFE Pfizer Inc.
-0.43%
-$2,898.36 
EMLP First Trust North American Energy Infrastructure Fund
-0.41%
-$4,982.94 
MU Micron Technology, Inc.
-0.33%
-$20,589.97 
BMY Bristol-Myers Squibb Company
-0.31%
-$1,950.8 
BEN Franklin Resources Inc.
-0.25%
-$1,758.14 
O Realty Income Corporation
-0.25%
-$1,170.15 
ABSI Absci Corporation
-0.18%
-$472.43 
BRK-A Berkshire Hathaway Inc.
-0.17%
-$1,327.37 
VRTX Vertex Pharmaceuticals Incorporated
-0.17%
-$685.3 
PPH VanEck Pharmaceutical ETF
-0.15%
-$868.89 
PLTR Palantir Technologies Inc.
-0.14%
-$10,605.55 
PEP PepsiCo, Inc.
-0.12%
-$450.59 
EVSD Eaton Vance Short Duration Income Fund
-0.1%
-$447.6 
MCD McDonald's Corporation
-0.07%
-$182.21 
TOST Toast Inc.
-0.05%
-$291.17 
CVCO Cavco Industries Inc.
-0.04%
-$182.62 
VRIG Invesco Variable Rate Investment Grade ETF
-0.04%
-$6,287.97 
PAYX Paychex Inc.
-0.03%
-$87.91 
FTCS First Trust Capital Strength ETF
-0.03%
-$293 
BAC Bank of America Corporation
-0.02%
-$309.78 
BINC iShares Flexible Income Active ETF
-0.01%
-$24.59 Events
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Dividends
Dividend Analysis
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| Trades 1930 | Longs Won 1133/1930 58% | Profit Factor 4.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $432,758.06 |
| Average Win $118,845.15 | Best Trade (Sep 04) $9.31M | Sharpe Ratio -9.64 |
| Average Loss -$36,629.57 | Worst Trade (Mar 31) -$1.28M | Z-Score 2.2 (97.19%) |
| Commissions $0 | Avg. Trade Length 2y 1d | Expectancy $54,641.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,042 | 6,338 | 5,634 | 4,930 | 4,225 | 3,521 | 2,817 | 2,113 | 1,408 | 704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 43,954 | $6.07M | $14.74M | - | $8.67M | 142.71% | +2.707% |
| ABBV AbbVie Inc. | 27,564 | $3.26M | $7.09M | - | $3.84M | 117.81% | +0.898% |
| ABSI Absci Corporation | 31,495 | $220,302.22 | $259,046.37 | - | $38,744.15 | 17.59% | -0.182% |
| AJG Arthur J. Gallagher & Co. | 1,050 | $231,119.37 | $252,703.5 | - | $21,584.13 | 9.34% | -1.085% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 3,802 | $515,393.93 | $1.1M | - | $588,896.97 | 114.26% | +2.081% |
| AMAT Applied Materials, Inc. | 400 | $289,200 | $184,350 | - | -$104,850 | -36.26% | +1.512% |
| AMGN Amgen Inc. | 772 | $219,729.19 | $293,502.82 | - | $73,773.63 | 33.57% | -0.597% |
| AMZN Amazon.com Inc | 59,791 | $9.47M | $15.25M | - | $5.79M | 61.11% | +1.286% |
| ARM Arm Holdings plc American Depositary Receipt | 3,403 | $439,079.14 | $870,470.38 | - | $431,391.24 | 98.25% | +0.635% |
| AVGO Broadcom Inc. | 537 | $202,851.75 | $195,253.2 | - | -$7,598.55 | -3.75% | +0.768% |
| BA Boeing Company | 2,661 | $472,045.41 | $555,124.51 | - | $83,079.1 | 17.6% | +1.863% |
| BAC Bank of America Corporation | 20,652 | $821,710.05 | $1.29M | - | $469,969.29 | 57.19% | -0.024% |
| BAR GraniteShares Gold Trust | 65,919 | $1.5M | $2.84M | - | $1.34M | 89.28% | +1.081% |
| BEN Franklin Resources Inc. | 20,684 | $410,907.07 | $694,465.3 | - | $283,558.23 | 69.01% | -0.253% |
| BINC iShares Flexible Income Active ETF | 4,919 | $261,736.5 | $252,393.89 | - | -$9,342.61 | -3.57% | -0.01% |
| BMY Bristol-Myers Squibb Company | 9,754 | $647,310.99 | $619,866.7 | - | -$27,444.29 | -4.24% | -0.314% |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,441.6 | $759,917.62 | - | -$38,523.98 | -4.82% | -0.174% |
| BRK-B Berkshire Hathaway Inc. | 1,011 | $432,246.26 | $519,482.13 | - | $87,235.87 | 20.18% | +1.347% |
| BROS Dutch Bros Inc. | 19,506 | $897,266.24 | $855,143.04 | - | -$42,123.2 | -4.69% | +0.921% |
| CMI Cummins Inc. | 383 | $206,236.85 | $212,457.76 | - | $6,220.91 | 3.02% | +0.853% |
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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 - $11.37M, NVIDIA Corporation - $4.29M, Palantir Technologies Inc - $3.24M, Nutanix, Inc - $2.15M, and Invesco Variable Rate Investment Grade ETF - $1.93M. 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 - $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 $18.29M earned over time. The largest contributors to dividend income include Invesco Variable Rate Investment Grade ETF - $1.93M, First Trust Senior Loan ETF - $1.4M, International Business Machines Corporation - $1.31M, First Trust Institutional Preferred Securities and Income ETF - $1.02M, and FT NASDAQ Technology Dividend Index Fund - $969,750.2. 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.
