SAM Advisors, LLC
CIK
1600944
City
OAKHURST
State / Country
CA
Top Portfolio Positions
28 positions ·
$70,278,349 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
38,267 | $22,086,947 | 31.43% | |
| AAPL |
Apple Inc.
Technology
|
21,013 | $5,332,889 | 7.59% | |
| MSFT |
Microsoft Corp
Technology
|
13,170 | $4,875,138 | 6.94% | |
| EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Financial Services
|
522,543 | $4,525,222 | 6.44% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
44,671 | $4,198,180 | 5.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,878 | $4,139,991 | 5.89% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
22,016 | $4,106,644 | 5.84% | |
| UBER |
Uber Technologies, Inc
Technology
|
51,189 | $3,682,024 | 5.24% | |
| NVDA |
Nvidia Corp
Technology
|
16,263 | $2,836,267 | 4.04% | |
| JNJ |
Johnson & Johnson
Healthcare
|
11,473 | $2,804,460 | 3.99% |
Portfolio Trend
19 quarters · across all stocks
Holdings in CHI
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $583,192 | 54,301 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $534,134 | 50,967 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $530,134 | 49,132 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $465,751 | 44,273 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $406,596 | 42,398 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $493,504 | 41,332 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $343,426 | 29,504 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $307,039 | 26,378 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $317,414 | 27,966 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $296,586 | 28,628 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $209,714 | 19,897 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $181,091 | 17,214 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $275,456 | 26,209 | Shares | Sole | 2023-01-19 | |
| 2022-03-31 | $288,162 | 21,814 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $172,405 | 11,410 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $215,642 | 14,405 | Shares | Sole | 2021-10-01 | |
| No 13F history on record for this holder in this stock. | ||||||