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Samara Investment Management, LLC

Q1 2026 13F Holdings

  • Location
    beaverton, OR
  • Num holdings

    72

  • Value ($000)

    $96,463

  • Date Filed
    05/07/2026
  • Form type
    13F-HR
  • CIK
    0002110507
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$15.53M
16 %

169,423

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R523
$6.2M
6 %

62,361

M
MSFT

MICROSOFT CORP

COM
594918104
$5.6M
6 %

15,133

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$4.76M
5 %

16,552

A
AAPL

APPLE INC

COM
037833100
$4.65M
5 %

18,328

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.15M
4 %

23,791

A
AVGO

BROADCOM INC

COM
11135F101
$4.08M
4 %

13,186

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$2.86M
3 %

5,960

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$2.84M
3 %

9,650

C
COST

COSTCO WHOLESALE CORPORATION

COM
22160K105
$2.57M
3 %

2,583

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