Samara Investment Management, LLC
Top Portfolio Positions
54 positions ·
$67,411,323 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
15,133 | $5,601,782 | 8.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,552 | $4,759,693 | 7.06% | |
| AAPL |
Apple Inc.
Technology
|
18,328 | $4,651,463 | 6.90% | |
| NVDA |
Nvidia Corp
Technology
|
23,791 | $4,149,150 | 6.15% | |
| AVGO |
Broadcom Inc.
Technology
|
13,186 | $4,081,198 | 6.05% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,960 | $2,856,032 | 4.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
9,650 | $2,838,644 | 4.21% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,583 | $2,573,778 | 3.82% | |
| LLY |
ELI LILLY & Co
Healthcare
|
2,552 | $2,347,253 | 3.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,388 | $2,163,508 | 3.21% |
Holdings in JRS
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,409 | 22,575 | Shares | Sole | 2026-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||