Cherry Creek Investment Advisors, Inc.
Annual return '25
+17.6%
SPY '25
+17.7%
Alpha
-0.1ptsvs SPY
Invested
$230.1M
Holdings
123
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VRIG
INVESCO ACTIVELY MANAGED EXC
Q4 2025: Exited (was 675.8k shares)
7.4%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 7.1% (2.9k → 2.7k shares)
5.8%
03
$TDIV
FIRST TR EXCHANGE TRADED FD
Q4 2025: Exited (was 138.1k shares)
5.6%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 34.2% (562 → 370 shares)
5.4%
05
$AAPL
APPLE INC
Q1 2026: Sold 8.2% (3.4k → 3.1k shares)
5.0%
06
$MSFT
MICROSOFT CORP
Q1 2026: Sold 19.8% (1.0k → 807 shares)
4.6%
07
$IBM
INTERNATIONAL BUSINESS MACHS
Q4 2025: Sold 99.3% (36.9k → 257 shares)
3.9%
08
$WMT
WALMART INC
Q4 2025: Sold 99.0% (70.0k → 696 shares)
3.6%
09
$FVD
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Exited (was 164.8k shares)
3.5%
10
$PLTR
PALANTIR TECHNOLOGIES INC
Q4 2025: Sold 99.8% (45.2k → 86 shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:12 UTC.