Samalin Investment Counsel, LLC
Top Portfolio Positions
233 positions ·
$182,172,068 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
33,915 | $8,607,287 | 4.72% | |
| OUNZ |
VanEck Merk Gold ETF
|
176,906 | $7,969,615 | 4.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,092 | $5,912,891 | 3.25% | |
| GLD |
Spdr Gold Trust
|
11,253 | $4,842,053 | 2.66% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,869 | $4,250,024 | 2.33% | |
| MSFT |
Microsoft Corp
Technology
|
11,241 | $4,161,080 | 2.28% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
72,217 | $3,520,578 | 1.93% | |
| MPLX |
Mplx LP
Energy
|
58,237 | $3,323,585 | 1.82% | |
| NVDA |
Nvidia Corp
Technology
|
18,450 | $3,217,680 | 1.77% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
78,438 | $2,968,093 | 1.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CSWC
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $506,127 | 22,881 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $627,797 | 28,343 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $572,425 | 26,186 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $570,042 | 25,864 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $534,675 | 23,955 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $495,401 | 22,704 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $517,838 | 20,476 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $477,212 | 18,291 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $460,137 | 18,435 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $394,131 | 16,630 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $248,419 | 10,848 | Shares | Sole | 2023-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||