Samara Investment Management, LLC

Location: Beaverton, OR

CIK: 0002110507 · Show all filings

Period: Q1 2026 (Next →)

Filing Date: May 7, 2026

Total Value: $96.46M (100.0% shares, 0.0% debt)

Holdings (72)

BIL SPDR SERIES TRUST 16.1%
Value $15.53M Shares 169,423 Est. Cost Unrealized
BILS SPDR SERIES TRUST 6.4%
Value $6.201M Shares 62,361 Est. Cost Unrealized
MSFT MICROSOFT CORP 5.8%
Value $5.602M Shares 15,133 Est. Cost Unrealized
GOOGL ALPHABET INC 4.9%
Value $4.76M Shares 16,552 Est. Cost Unrealized
AAPL APPLE INC 4.8%
Value $4.651M Shares 18,328 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 4.3%
Value $4.149M Shares 23,791 Est. Cost Unrealized
AVGO BROADCOM INC 4.2%
Value $4.081M Shares 13,186 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 3.0%
Value $2.856M Shares 5,960 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 2.9%
Value $2.839M Shares 9,650 Est. Cost Unrealized
COST COSTCO WHOLESALE CORPORATION 2.7%
Value $2.574M Shares 2,583 Est. Cost Unrealized
LLY ELI LILLY & CO 2.4%
Value $2.347M Shares 2,552 Est. Cost Unrealized
AMZN AMAZON COM INC 2.2%
Value $2.164M Shares 10,388 Est. Cost Unrealized
WMT WALMART INC 2.0%
Value $1.883M Shares 15,153 Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.9%
Value $1.812M Shares 2,787 Est. Cost Unrealized
IYW ISHARES TR 1.6%
Value $1.554M Shares 8,566 Est. Cost Unrealized
NFLX NETFLIX INC. 1.4%
Value $1.376M Shares 14,306 Est. Cost Unrealized
CVX CHEVRON CORPORATION 1.4%
Value $1.319M Shares 6,374 Est. Cost Unrealized
TJX TJX COS INC NEW 1.3%
Value $1.257M Shares 7,874 Est. Cost Unrealized
MCK MCKESSON CORP 1.3%
Value $1.257M Shares 1,453 Est. Cost Unrealized
BKNG BOOKING HOLDINGS INC 1.3%
Value $1.225M Shares 291 Est. Cost Unrealized
PWR QUANTA SVCS INC 1.2%
Value $1.127M Shares 2,052 Est. Cost Unrealized
META META PLATFORMS INC 1.1%
Value $1.084M Shares 1,894 Est. Cost Unrealized
MLM MARTIN MARIETTA MATLS INC 1.1%
Value $1.038M Shares 1,764 Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 1.0%
Value $1.001M Shares 2,172 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 1.0%
Value $966K Shares 6,025 Est. Cost Unrealized
CDNS CADENCE DESIGN SYSTEM INC 1.0%
Value $950K Shares 3,419 Est. Cost Unrealized
ORCL ORACLE CORP 1.0%
Value $941K Shares 6,396 Est. Cost Unrealized
APH AMPHENOL CORP 0.9%
Value $882K Shares 6,981 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.9%
Value $859K Shares 1,719 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.9%
Value $853K Shares 11,865 Est. Cost Unrealized
HD HOME DEPOT INC 0.8%
Value $809K Shares 2,460 Est. Cost Unrealized
COR CENCORA INC 0.8%
Value $795K Shares 2,530 Est. Cost Unrealized
TDG TRANSDIGM GROUP INC 0.8%
Value $758K Shares 654 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.7%
Value $721K Shares 2,134 Est. Cost Unrealized
IYC ISHARES TR 0.7%
Value $634K Shares 6,544 Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.7%
Value $634K Shares 2,926 Est. Cost Unrealized
SO SOUTHERN CO 0.7%
Value $629K Shares 6,518 Est. Cost Unrealized
TT TRANE TECHNOLOGIES PLC 0.6%
Value $607K Shares 1,456 Est. Cost Unrealized
GLW CORNING INC 0.6%
Value $570K Shares 4,189 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.6%
Value $565K Shares 668 Est. Cost Unrealized
IYF ISHARES TR 0.6%
Value $533K Shares 4,534 Est. Cost Unrealized
NRG NRG ENERGY INC 0.5%
Value $481K Shares 3,288 Est. Cost Unrealized
SPSB SPDR SERIES TRUST 0.5%
Value $467K Shares 15,526 Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP 0.5%
Value $457K Shares 1,636 Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value $452K Shares 3,403 Est. Cost Unrealized
T AT&T INC 0.5%
Value $446K Shares 15,381 Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW 0.5%
Value $443K Shares 1,353 Est. Cost Unrealized
FLRN SPDR SERIES TRUST 0.5%
Value $435K Shares 14,124 Est. Cost Unrealized
PFE PFIZER INC 0.4%
Value $433K Shares 15,424 Est. Cost Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value $421K Shares 964 Est. Cost Unrealized
IVV ISHARES TR 0.4%
Value $402K Shares 615 Est. Cost Unrealized
XLC SELECT SECTOR SPDR TR 0.4%
Value $402K Shares 3,623 Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 0.4%
Value $385K Shares 2,382 Est. Cost Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value $382K Shares 2,604 Est. Cost Unrealized
MRK MERCK & CO INC 0.4%
Value $376K Shares 3,122 Est. Cost Unrealized
DE DEERE & CO 0.4%
Value $365K Shares 648 Est. Cost Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.3%
Value $315K Shares 511 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $297K Shares 2,033 Est. Cost Unrealized
SOXX ISHARES TR 0.3%
Value $296K Shares 900 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $293K Shares 5,837 Est. Cost Unrealized
RIO RIO TINTO PLC 0.3%
Value $270K Shares 2,894 Est. Cost Unrealized
GOOG ALPHABET INC 0.3%
Value $265K Shares 924 Est. Cost Unrealized
SHV ISHARES TR 0.3%
Value $258K Shares 2,338 Est. Cost Unrealized
DOW DOW HLDGS INC 0.3%
Value $246K Shares 5,899 Est. Cost Unrealized
VALE VALE S A 0.3%
Value $244K Shares 15,350 Est. Cost Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value $234K Shares 261 Est. Cost Unrealized
IWM ISHARES TR 0.2%
Value $225K Shares 906 Est. Cost Unrealized
GSK GSK PLC 0.2%
Value $221K Shares 4,000 Est. Cost Unrealized
IWR ISHARES TR 0.2%
Value $214K Shares 2,201 Est. Cost Unrealized
NUVEEN REAL ESTATE INCOME FD 0.2%
Value $168K Shares 22,575 Est. Cost Unrealized
F FORD MTR CO 0.1%
Value $130K Shares 11,290 Est. Cost Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.1%
Value $52,490 Shares 11,337 Est. Cost Unrealized