Samalin Investment Counsel, LLC
Top Portfolio Positions
231 positions ·
$177,247,526 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
33,915 | $8,607,287 | 4.86% | |
| OUNZ |
VanEck Merk Gold ETF
|
176,906 | $7,969,615 | 4.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,092 | $5,912,891 | 3.34% | |
| GLD |
Spdr Gold Trust
|
11,253 | $4,842,053 | 2.73% | |
| MSFT |
Microsoft Corp
Technology
|
11,241 | $4,161,080 | 2.35% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
72,217 | $3,520,578 | 1.99% | |
| MPLX |
Mplx LP
Energy
|
58,237 | $3,323,585 | 1.88% | |
| NVDA |
Nvidia Corp
Technology
|
18,450 | $3,217,680 | 1.82% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
78,438 | $2,968,093 | 1.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,618 | $2,665,417 | 1.50% |
Portfolio Trend
Holdings in BLW
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $156,682 | 12,445 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $167,215 | 12,170 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $170,282 | 12,163 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $167,742 | 11,863 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $164,021 | 11,608 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $164,478 | 11,359 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $155,207 | 11,118 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $145,729 | 10,387 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $142,232 | 10,174 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $132,277 | 10,270 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $129,701 | 10,070 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $132,371 | 10,097 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $210,230 | 16,085 | Shares | Sole | 2023-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||