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 PMT
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $319,495 | 27,401 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $334,382 | 26,644 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $327,096 | 26,680 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $374,971 | 29,158 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $244,332 | 16,678 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $170,984 | 13,581 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $226,391 | 15,876 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $212,630 | 15,464 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $217,308 | 14,803 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $216,102 | 14,455 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $182,032 | 14,680 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $208,629 | 15,477 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $250,792 | 20,340 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $252,855 | 20,408 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $232,219 | 19,713 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $269,353 | 19,476 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||