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 XRN
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $256,634 | 7,758 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $261,923 | 7,763 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $273,388 | 8,110 | Shares | Sole | 2025-10-30 | |
| No 13F history on record for this holder in this stock. | ||||||