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 RVT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,871,733 | 112,755 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,152,695 | 71,596 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,211,072 | 75,082 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,138,968 | 75,679 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,050,897 | 73,799 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,089,741 | 68,971 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,059,561 | 67,488 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $977,419 | 67,548 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,007,909 | 66,441 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $915,387 | 62,870 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $641,994 | 49,883 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $642,114 | 46,530 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $531,713 | 39,183 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $418,379 | 31,552 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $372,207 | 29,658 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $405,395 | 29,019 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $480,664 | 28,291 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $582,058 | 29,712 | Shares | Sole | 2022-10-14 | |
| 2021-09-30 | $513,642 | 28,504 | Shares | Sole | 2022-10-14 | |
| 2021-06-30 | $531,122 | 27,998 | Shares | Sole | 2022-10-14 | |
| 2021-03-31 | $548,714 | 30,299 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $442,365 | 27,408 | Shares | Sole | 2022-10-14 | |
| 2020-09-30 | $341,178 | 26,992 | Shares | Sole | 2022-10-14 | |
| 2020-06-30 | $332,034 | 26,478 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $250,772 | 25,933 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||