Samara Investment Management, LLC - Portfolio overview

Samara Investment Management, LLC has 72 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 16.10%
2. BILS - SPDR SERIES TRUST, 6.43%
3. MSFT - MICROSOFT CORP, 5.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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