Samalin Investment Counsel, LLC
Top Portfolio Positions
232 positions ·
$181,497,550 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
33,915 | $8,607,287 | 4.74% | |
| OUNZ |
VanEck Merk Gold ETF
|
176,906 | $7,969,615 | 4.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,092 | $5,912,891 | 3.26% | |
| GLD |
Spdr Gold Trust
|
11,253 | $4,842,053 | 2.67% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,869 | $4,250,024 | 2.34% | |
| MSFT |
Microsoft Corp
Technology
|
11,241 | $4,161,080 | 2.29% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
72,217 | $3,520,578 | 1.94% | |
| MPLX |
Mplx LP
Energy
|
58,237 | $3,323,585 | 1.83% | |
| NVDA |
Nvidia Corp
Technology
|
18,450 | $3,217,680 | 1.77% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
78,438 | $2,968,093 | 1.64% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TPVG
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,969 | 99,593 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $604,132 | 92,375 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $538,294 | 93,292 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $649,378 | 92,636 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $571,703 | 81,906 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $520,599 | 70,542 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $552,360 | 78,238 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $450,089 | 56,051 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $436,809 | 46,077 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $481,412 | 44,329 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $423,996 | 40,535 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $436,908 | 37,089 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $358,570 | 29,683 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $289,515 | 27,758 | Shares | Sole | 2023-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||