Samalin Investment Counsel, LLC

CIK
0001544366
City
Chappaqua
State / Country
NY

Top Portfolio Positions

204 positions · $172,951,762 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
38,344 $10,424,199 6.03%
OUNZ
VanEck Merk Gold ETF
186,189 $7,723,119 4.47%
MSFT
Microsoft Corp
13,132 $6,350,897 3.67%
SPY
Spdr S&P 500 Etf Trust
8,855 $6,038,401 3.49%
GLD
Spdr Gold Trust
11,034 $4,372,884 2.53%
BAC
Bank Of America Corp /De/
Financial Services
72,387 $3,981,285 2.30%
NVDA
Nvidia Corp
Technology
19,552 $3,646,448 2.11%
META
Meta Platforms, Inc.
5,053 $3,335,434 1.93%
MPLX
Mplx Lp
55,697 $2,972,548 1.72%
QQQ
Invesco Qqq Trust, Series 1
4,750 $2,917,972 1.69%

Portfolio Trend

24 quarters · across all stocks

Holdings in UTF

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $606,221 25,144
2025-09-30 $593,563 23,934
2025-06-30 $622,167 23,086
2025-03-31 $626,511 24,521
2024-12-31 $565,132 23,508
2024-09-30 $578,048 22,207
2024-06-30 $477,497 21,241
2024-03-31 $496,926 21,083
2023-12-31 $451,817 21,272
2023-09-30 $373,801 19,091
2023-06-30 $822,590 34,826
2023-03-31 $815,130 33,407
2022-12-31 $935,729 39,005
2022-09-30 $872,940 37,562
2022-06-30 $961,501 37,989
2022-03-31 $933,869 32,258
2021-12-31 $761,349 26,714
2021-09-30 $663,164 24,471
2021-06-30 $687,641 23,968
2021-03-31 $725,761 25,985
2020-12-31 $622,365 24,104
2020-09-30 $548,169 24,659
2020-06-30 $537,358 24,370
2020-03-31 $419,205 22,239