# EDGAR Filing Document

**Accession Number:** 0002110507
**File Stem:** 0001986152-26-000067
**Filing Date:** 2026-5
**Character Count:** 10713
**Document Hash:** 06497622db9c76613180ae50a5689926
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001986152-26-000067.hdr.sgml**: 20260507

**ACCESSION NUMBER**: 0001986152-26-000067

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260507

**DATE AS OF CHANGE**: 20260507

**EFFECTIVENESS DATE**: 20260507

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Samara Investment Management, LLC
- **CENTRAL INDEX KEY:** 0002110507

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** OR
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26865
- **FILM NUMBER:** 26951863

**BUSINESS ADDRESS:**
- **STREET 1:** 8625 SW CASCADE AVE
- **STREET 2:** SUITE 506
- **CITY:** BEAVERTON
- **STATE:** OR
- **ZIP:** 97008
- **BUSINESS PHONE:** 88839783311

**MAIL ADDRESS:**
- **STREET 1:** 8625 SW CASCADE AVE
- **STREET 2:** SUITE 506
- **CITY:** BEAVERTON
- **STATE:** OR
- **ZIP:** 97008

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Samara Investment Management LLC<br>**Address:** 8625 SW CASCADE AVE<br>SUITE 506<br>BEAVERTON, OR 97008

**Form 13F File Number:** 028-26865

**CRD Number (if applicable):** 000336178

**SEC File Number (if applicable):** 801-132735

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Lindsay Marie Rider<br>**Title:** Compliance Consultant<br>**Phone:** 7209844071

**Signature, Place, and Date of Signing:**

Lindsay Marie Rider  Thornton, CO  05-07-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 72

**Form 13F Information Table Value Total:** $96463152

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | US CONSUM DISCRE | 464287580 |  | 634244 | 6544 | SH |  | SOLE |  | 6544 | 0 | 0 |
| ISHARES TR | U.S. FINLS ETF | 464287788 |  | 533470 | 4534 | SH |  | SOLE |  | 4534 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 1554044 | 8566 | SH |  | SOLE |  | 8566 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 401646 | 3623 | SH |  | SOLE |  | 3623 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 385241 | 2382 | SH |  | SOLE |  | 2382 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 15525924 | 169423 | SH |  | SOLE |  | 169423 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 381772 | 2604 | SH |  | SOLE |  | 2604 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4149150 | 23791 | SH |  | SOLE |  | 23791 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 297387 | 2033 | SH |  | SOLE |  | 2033 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 4651463 | 18328 | SH |  | SOLE |  | 18328 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2856032 | 5960 | SH |  | SOLE |  | 5960 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 2573779 | 2583 | SH |  | SOLE |  | 2583 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2838644 | 9650 | SH |  | SOLE |  | 9650 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 5601783 | 15133 | SH |  | SOLE |  | 15133 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4759693 | 16552 | SH |  | SOLE |  | 16552 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2163509 | 10388 | SH |  | SOLE |  | 10388 | 0 | 0 |
| AMPHENOL CORP | CL A | 032095101 |  | 882049 | 6981 | SH |  | SOLE |  | 6981 | 0 | 0 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 633713 | 2926 | SH |  | SOLE |  | 2926 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 1225203 | 291 | SH |  | SOLE |  | 291 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 4081199 | 13186 | SH |  | SOLE |  | 13186 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 950038 | 3419 | SH |  | SOLE |  | 3419 | 0 | 0 |
| CENCORA INC | COM | 03073E105 |  | 794774 | 2530 | SH |  | SOLE |  | 2530 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 1318781 | 6374 | SH |  | SOLE |  | 6374 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 456853 | 1636 | SH |  | SOLE |  | 1636 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 569578 | 4189 | SH |  | SOLE |  | 4189 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 2347253 | 2552 | SH |  | SOLE |  | 2552 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 1001270 | 2172 | SH |  | SOLE |  | 2172 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 442526 | 1353 | SH |  | SOLE |  | 1353 | 0 | 0 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 1038432 | 1764 | SH |  | SOLE |  | 1764 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 858916 | 1719 | SH |  | SOLE |  | 1719 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 |  | 1257368 | 1453 | SH |  | SOLE |  | 1453 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1083614 | 1894 | SH |  | SOLE |  | 1894 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 720951 | 2134 | SH |  | SOLE |  | 2134 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 1375522 | 14306 | SH |  | SOLE |  | 14306 | 0 | 0 |
| NRG ENERGY INC | COM NEW | 629377508 |  | 480508 | 3288 | SH |  | SOLE |  | 3288 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 940916 | 6396 | SH |  | SOLE |  | 6396 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 965928 | 6025 | SH |  | SOLE |  | 6025 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 1126589 | 2052 | SH |  | SOLE |  | 2052 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 629117 | 6518 | SH |  | SOLE |  | 6518 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 565121 | 668 | SH |  | SOLE |  | 668 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 809069 | 2460 | SH |  | SOLE |  | 2460 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 1257478 | 7874 | SH |  | SOLE |  | 7874 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 606773 | 1456 | SH |  | SOLE |  | 1456 | 0 | 0 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 757960 | 654 | SH |  | SOLE |  | 654 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 853449 | 11865 | SH |  | SOLE |  | 11865 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 1883215 | 15153 | SH |  | SOLE |  | 15153 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R523 |  | 6201178 | 62361 | SH |  | SOLE |  | 62361 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1812498 | 2787 | SH |  | SOLE |  | 2787 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 401724 | 615 | SH |  | SOLE |  | 615 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 265059 | 924 | SH |  | SOLE |  | 924 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 452259 | 3403 | SH |  | SOLE |  | 3403 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 421066 | 964 | SH |  | SOLE |  | 964 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 445895 | 15381 | SH |  | SOLE |  | 15381 | 0 | 0 |
| MEDICAL PROPERTIES TRUST INC | COM | 58463J304 |  | 52490 | 11337 | SH |  | SOLE |  | 11337 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 433106 | 15424 | SH |  | SOLE |  | 15424 | 0 | 0 |
| FORD MTR CO | COM | 345370860 |  | 130287 | 11290 | SH |  | SOLE |  | 11290 | 0 | 0 |
| GSK PLC | SPONSORED ADR | 37733W204 |  | 220760 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 269981 | 2894 | SH |  | SOLE |  | 2894 | 0 | 0 |
| VALE S A | SPONSORED ADS | 91912E105 |  | 244219 | 15350 | SH |  | SOLE |  | 15350 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 293017 | 5837 | SH |  | SOLE |  | 5837 | 0 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 233658 | 261 | SH |  | SOLE |  | 261 | 0 | 0 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 |  | 315164 | 511 | SH |  | SOLE |  | 511 | 0 | 0 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 295794 | 900 | SH |  | SOLE |  | 900 | 0 | 0 |
| DOW HLDGS INC | COM | 260557103 |  | 245693 | 5899 | SH |  | SOLE |  | 5899 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 375545 | 3122 | SH |  | SOLE |  | 3122 | 0 | 0 |
| NUVEEN REAL ESTATE INCOME FD | COM | 67071B108 |  | 168410 | 22575 | SH |  | SOLE |  | 22575 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A474 |  | 466867 | 15526 | SH |  | SOLE |  | 15526 | 0 | 0 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 |  | 258092 | 2338 | SH |  | SOLE |  | 2338 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R200 |  | 434737 | 14124 | SH |  | SOLE |  | 14124 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 224688 | 906 | SH |  | SOLE |  | 906 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 214003 | 2201 | SH |  | SOLE |  | 2201 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 365018 | 648 | SH |  | SOLE |  | 648 | 0 | 0 |

---