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Samara Investment Management, LLC

Q2 2026 13F filing

Updated 28 days ago

71 disclosed positions worth $108.7M

Portfolio value
$108.7M
Total holdings
71
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

S

SPDR SERIES TRUST

Value
$17.6M
Shares
192.4K
% Port
16.22%
S

SPDR SERIES TRUST

Value
$6.1M
Shares
61.8K
% Port
5.65%
G

ALPHABET INC

Value
$5.9M
Shares
16.6K
% Port
5.46%
A

APPLE INC

Value
$5.5M
Shares
18.9K
% Port
5.04%
A

BROADCOM INC

Value
$5M
Shares
13.1K
% Port
4.56%
N

NVIDIA CORPORATION

Value
$4.8M
Shares
24.1K
% Port
4.44%
M

MICROSOFT CORP

Value
$4.4M
Shares
11.8K
% Port
4.07%
J

JPMORGAN CHASE & CO

Value
$3.5M
Shares
10.7K
% Port
3.22%
A

AMAZON COM INC

Value
$3M
Shares
12.8K
% Port
2.80%
L
10.LLY

ELI LILLY & CO

Value
$3M
Shares
2.5K
% Port
2.79%
B

BERKSHIRE HATHAWAY INC DEL

Value
$2.7M
Shares
5.5K
% Port
2.52%
M
12.MU

MICRON TECHNOLOGY INC

Value
$2.6M
Shares
2.2K
% Port
2.36%
C
13.COST

COSTCO WHOLESALE CORPORATION

Value
$2.4M
Shares
2.6K
% Port
2.25%
E
14.ETHA

ISHARES TR

Value
$2.2M
Shares
8.8K
% Port
2.03%
S
15.SPY

STATE STR SPDR S&P 500 ETF T

Value
$2M
Shares
2.6K
% Port
1.81%
P
16.PANW

PALO ALTO NETWORKS INC

Value
$1.9M
Shares
5.5K
% Port
1.73%
W
17.WMT

WALMART INC

Value
$1.8M
Shares
15.6K
% Port
1.63%
A
18.APH

AMPHENOL CORP

Value
$1.7M
Shares
9.7K
% Port
1.58%
M
19.MCK

MCKESSON CORP

Value
$1.6M
Shares
2.2K
% Port
1.51%
P
20.PWR

QUANTA SVCS INC

Value
$1.5M
Shares
2.1K
% Port
1.36%
B
21.BKNG

BOOKING HOLDINGS INC

Value
$1.4M
Shares
7.6K
% Port
1.24%
C
22.CDNS

CADENCE DESIGN SYSTEM INC

Value
$1.3M
Shares
3.3K
% Port
1.15%
T
23.TJX

TJX COS INC NEW

Value
$1.2M
Shares
8.1K
% Port
1.13%
G
24.GLW

CORNING INC

Value
$1.2M
Shares
4.8K
% Port
1.12%
M
25.META

META PLATFORMS INC

Value
$1.1M
Shares
2.0K
% Port
1.04%
N
26.NFLX

NETFLIX INC.

Value
$1.1M
Shares
15.5K
% Port
1.02%
M
27.MLM

MARTIN MARIETTA MATLS INC

Value
$986K
Shares
1.7K
% Port
0.91%
O

ORACLE CORP

Value
$891K
Shares
6.1K
% Port
0.82%
T
29.TDG

TRANSDIGM GROUP INC

Value
$857K
Shares
643
% Port
0.79%
M
30.MA

MASTERCARD INCORPORATED

Value
$853K
Shares
1.7K
% Port
0.78%
U
31.UBER

UBER TECHNOLOGIES INC

Value
$837K
Shares
11.6K
% Port
0.77%
C
32.CVX

CHEVRON CORPORATION

Value
$826K
Shares
5.0K
% Port
0.76%
S

SELECT SECTOR SPDR TR

Value
$813K
Shares
4.3K
% Port
0.75%
I
34.ISRG

INTUITIVE SURGICAL INC

Value
$806K
Shares
2.0K
% Port
0.74%
T
35.TT

TRANE TECHNOLOGIES PLC

Value
$752K
Shares
1.5K
% Port
0.69%
?
36.N/A

ISHARES TR

Value
$740K
Shares
7.3K
% Port
0.68%
G

GOLDMAN SACHS GROUP INC

Value
$705K
Shares
697
% Port
0.65%
S
38.SOMN

SOUTHERN CO

Value
$644K
Shares
6.7K
% Port
0.59%
A
39.AJG

GALLAGHER ARTHUR J & CO

Value
$643K
Shares
2.8K
% Port
0.59%
M
40.MCD

ISHARES TR

Value
$638K
Shares
5.0K
% Port
0.59%
P
41.PFE

PFIZER INC

Value
$580K
Shares
24.1K
% Port
0.53%
E
42.ETHA

ISHARES TR

Value
$577K
Shares
900
% Port
0.53%
N
43.NRG

NRG ENERGY INC

Value
$542K
Shares
3.7K
% Port
0.50%
M
44.MAR

MARRIOTT INTL INC NEW

Value
$524K
Shares
1.4K
% Port
0.48%
V
45.VGES

VANGUARD INDEX FDS

Value
$521K
Shares
6.0K
% Port
0.48%
S

SELECT SECTOR SPDR TR

Value
$470K
Shares
4.4K
% Port
0.43%
E
47.ETHA

ISHARES TR

Value
$461K
Shares
615
% Port
0.42%
S

SELECT SECTOR SPDR TR

Value
$453K
Shares
2.9K
% Port
0.42%
S

SELECT SECTOR SPDR TR

Value
$448K
Shares
2.4K
% Port
0.41%
C
50.CEG

CONSTELLATION ENERGY CORP

Value
$445K
Shares
1.8K
% Port
0.41%