Samalin Investment Counsel, LLC
CIK: 0001544366Latest portfolio: $281.9M · Q4 2025
Holdings
312
Total Value
$281.9M
New Positions
310
Closed Positions
0
Top Holdings
View All 312 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 38,344 | $10.4M | 3.70% | NEW | |
| 2 | OUNZVANECK MERK GOLD ETF | 186,189 | $7.7M | 2.74% | NEW | |
| 3 | MSFTMICROSOFT CORP | 13,132 | $6.4M | 2.25% | NEW | |
| 4 | SPYSPDR S&P 500 ETF TR | 8,855 | $6.0M | 2.14% | NEW | |
| 5 | ITOTISHARES TR | 33,416 | $5.0M | 1.76% | NEW | |
| 6 | IWYISHARES TR | 17,690 | $4.9M | 1.74% | NEW | |
| 7 | DGROISHARES TR | 68,922 | $4.8M | 1.70% | NEW | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,151 | $4.6M | 1.63% | NEW | |
| 9 | IWRISHARES TR | 47,203 | $4.5M | 1.61% | NEW | |
| 10 | GQ9SPDR GOLD TR | 11,034 | $4.4M | 1.55% | NEW | |
| 11 | BACBANK AMERICA CORP | 72,387 | $4.0M | 1.41% | NEW | |
| 12 | NVDANVIDIA CORPORATION | 19,552 | $3.6M | 1.29% | NEW | |
| 13 | EFAVISHARES TR | 39,627 | $3.4M | 1.21% | NEW | |
| 14 | METAMETA PLATFORMS INC | 5,053 | $3.3M | 1.18% | NEW | |
| 15 | DFACDIMENSIONAL ETF TRUST | 82,887 | $3.3M | 1.16% | NEW | |
| 16 | USTBVICTORY PORTFOLIOS II | 61,522 | $3.1M | 1.11% | NEW | |
| 17 | ISTBISHARES TR | 62,628 | $3.1M | 1.08% | NEW | |
| 18 | TIPISHARES TR | 27,729 | $3.0M | 1.08% | NEW | |
| 19 | SHYISHARES TR | 36,393 | $3.0M | 1.07% | NEW | |
| 20 | MPLXMPLX LP | 55,697 | $3.0M | 1.05% | NEW | |
| 21 | NDQINVESCO QQQ TR | 4,750 | $2.9M | 1.03% | NEW | |
| 22 | JPMJPMORGAN CHASE & CO. | 8,874 | $2.9M | 1.01% | NEW | |
| 23 | TSLATESLA INC | 5,858 | $2.6M | 0.93% | NEW | |
| 24 | FTECFIDELITY COVINGTON TRUST | 11,674 | $2.6M | 0.93% | NEW | |
| 25 | AMLPALPS ETF TR | 52,018 | $2.4M | 0.87% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.0424772363513646e+133T)
Real Estate0.0% ($1.050101110078568e+94T)
Unknown0.0% ($4.599437329181068e+65T)
Healthcare0.0% ($1.882122297577074e+40T)
Energy0.0% ($2.972228313528628e+29T)
Consumer Cyclical0.0% ($2.634157410358335e+26T)
Communication Services0.0% ($3.3351693110410147e+24T)
Industrials0.0% ($2.2948104674404386e+24T)
Basic Materials0.0% ($106184254940531632.0T)
Consumer Defensive0.0% ($142474573440.6T)
Utilities0.0% ($666573450.4T)
Filing History
Fund Information
Samalin Investment Counsel, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $281.9M across 312 holdings. The largest position is APPLE INC (AAPL), representing 3.7% of the portfolio. Compared to the previous quarter, the fund opened 312 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.