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 HTD
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,189,703 | 48,030 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,140,577 | 48,207 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,217,977 | 49,112 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,163,839 | 49,758 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,241,584 | 51,884 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,136,143 | 51,596 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,216,402 | 52,386 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,176,161 | 58,197 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,003,977 | 51,067 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,203,665 | 63,451 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,467,544 | 82,632 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,084,002 | 102,157 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,556,864 | 119,928 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,993,379 | 130,944 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,819,140 | 134,501 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,070,916 | 133,809 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,307,259 | 129,392 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $3,276,019 | 125,278 | Shares | Sole | 2022-10-14 | |
| 2021-09-30 | $2,974,285 | 129,995 | Shares | Sole | 2022-10-14 | |
| 2021-06-30 | $3,253,932 | 130,680 | Shares | Sole | 2022-10-14 | |
| 2021-03-31 | $3,255,361 | 138,585 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,871,286 | 136,468 | Shares | Sole | 2022-10-14 | |
| 2020-09-30 | $2,469,787 | 129,376 | Shares | Sole | 2022-10-14 | |
| 2020-06-30 | $2,718,760 | 141,161 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,354,702 | 133,866 | Shares | Sole | 2020-05-04 | |
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