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Cherry Creek Investment Advisors, Inc. Historic Quarter Change: USA Stocks, Reduced

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Cherry Creek Investment Advisors, Inc. historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Cherry Creek Investment Advisors, Inc. opened 77 positions, added to 396, reduced 262 and sold out of 59.

  • Q2 2026: Stock VRT; Country of operation United States; Class COM CL A; Shares before 24,077.
  • Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 45,459.
  • Q2 2026: Stock MDB; Country of operation United States; Class CL A; Shares before 10,255.
  • Q2 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 28,520.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1877829), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VRT
VERTIV HOLDINGS CO		United StatesCOM CL A24,07723,964-113$6,033,096$8,023,559+$1,990,4632026-07-30
Q2 2026AAPL
APPLE INC		United StatesCOM45,45943,954-1,505$11,537,041$12,718,504+$1,181,4632026-07-30
Q2 2026MDB
MONGODB INC		United StatesCL A10,2554,062-6,193$2,510,116$1,364,426-$1,145,6902026-07-30
Q2 2026MSFT
MICROSOFT CORP		United StatesCOM28,52025,419-3,101$10,557,303$9,481,877-$1,075,4262026-07-30
Q2 2026SYM
SYMBOTIC INC		United StatesCLASS A COM28,18813,478-14,710$1,499,602$605,836-$893,7662026-07-30
Q2 2026WMT
WALMART INC		United StatesCOM67,05766,698-359$8,333,835$7,554,189-$779,6462026-07-30
Q2 2026EQT
EQT CORP		United StatesCOM68,92668,792-134$4,386,454$3,657,669-$728,7852026-07-30
Q2 2026META
META PLATFORMS INC		United StatesCL A1,505357-1,148$861,113$201,074-$660,0392026-07-30
Q2 2026COST
COSTCO WHOLESALE CORPORATION		United StatesCOM4,0554,009-46$4,040,973$3,750,406-$290,5672026-07-30
Q2 2026TTD
THE TRADE DESK INC		United StatesCOM CL A19,07811,408-7,670$432,880$206,257-$226,6232026-07-30
Q2 2026VRTX
VERTEX PHARMACEUTICALS INC		United StatesCOM1,332770-562$594,791$382,482-$212,3092026-07-30
Q2 2026BAC
BANK OF AMER CORP		United StatesCOM20,69520,652-43$1,008,882$1,176,768+$167,8862026-07-30
Q2 2026GEV
GE VERNOVA INC		United StatesCOM556525-31$484,929$616,531+$131,6022026-07-30
Q2 2026MMM
3M CO		United StatesCOM10,39110,111-280$1,509,132$1,637,031+$127,8992026-07-30
Q2 2026BA
BOEING CO		United StatesCOM2,6762,661-15$532,604$576,027+$43,4232026-07-30
Q2 2026PCT
PURECYCLE TECHNOLOGIES INC		United StatesCOM23,36518,893-4,472$121,264$153,222+$31,9582026-07-30
Q2 2026ORLY
OREILLY AUTOMOTIVE INC		United StatesCOM7,3747,075-299$680,694$651,537-$29,1572026-07-30
Q2 2026NTNX
NUTANIX INC		United StatesCL A9,3717,471-1,900$356,192$380,722+$24,5302026-07-30
Q2 2026RXRX
RECURSION PHARMACEUTICALS IN		United StatesCL A70,53664,998-5,538$216,546$238,543+$21,9972026-07-30
Q2 2026VEEV
VEEVA SYS INC		United StatesCL A COM1,8611,761-100$326,903$312,525-$14,3782026-07-30
Q2 2026PAYX
PAYCHEX INC		United StatesCOM2,4322,402-30$224,038$236,164+$12,1262026-07-30
Q2 2026MPC
MARATHON PETE CORP		United StatesCOM1,7561,695-61$428,843$433,426+$4,5832026-07-30
Q2 2026LIN
LINDE PLC		United KingdomSHS499485-14$247,491$251,572+$4,0812026-07-30

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