Samalin Investment Counsel, LLC
CIK
1544366
City
CHAPPAQUA
State / Country
NY
Top Portfolio Positions
228 positions ·
$174,979,380 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
33,915 | $8,607,287 | 4.92% | |
| OUNZ |
VanEck Merk Gold ETF
|
176,906 | $7,969,615 | 4.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,092 | $5,912,891 | 3.38% | |
| GLD |
Spdr Gold Trust
|
11,253 | $4,842,053 | 2.77% | |
| MSFT |
Microsoft Corp
Technology
|
11,241 | $4,161,080 | 2.38% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
72,217 | $3,520,578 | 2.01% | |
| MPLX |
Mplx LP
Energy
|
58,237 | $3,323,585 | 1.90% | |
| NVDA |
Nvidia Corp
Technology
|
18,450 | $3,217,680 | 1.84% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
78,438 | $2,968,093 | 1.70% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,618 | $2,665,417 | 1.52% |
Portfolio Trend
Holdings in ARI
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $763,055 | 72,259 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $810,041 | 83,682 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $829,961 | 81,931 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $784,738 | 81,068 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $731,961 | 76,485 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $520,388 | 60,091 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $704,156 | 76,622 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $725,605 | 74,117 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $767,178 | 68,867 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $799,834 | 68,129 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $574,938 | 56,756 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $586,670 | 51,826 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $420,169 | 45,131 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $450,844 | 41,900 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $353,513 | 42,592 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $432,351 | 41,413 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $589,837 | 42,343 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $588,817 | 44,743 | Shares | Sole | 2022-10-14 | |
| 2021-09-30 | $712,240 | 48,027 | Shares | Sole | 2022-10-14 | |
| 2021-06-30 | $777,482 | 48,745 | Shares | Sole | 2022-10-14 | |
| 2021-03-31 | $708,292 | 50,701 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $498,740 | 44,650 | Shares | Sole | 2022-10-14 | |
| 2020-09-30 | $395,358 | 43,880 | Shares | Sole | 2022-10-14 | |
| 2020-06-30 | $438,722 | 44,722 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $335,806 | 45,257 | Shares | Sole | 2020-05-04 | |
| No quarters match your search. | ||||||