Samalin Investment Counsel, LLC
CIK: 1544366SEC EDGAR →
Portfolio Value
$169.9B
Holdings
319
As of
Q1 2026
New Positions
319
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANECK MERK GOLD ETF | 176,906 | $8.0B | 4.69% |
| 2 | ISHARES TR | 67,301 | $4.7B | 2.78% |
| 3 | ISHARES TR | 39,919 | $3.6B | 2.15% |
| 4 | ISHARES TR | 36,980 | $3.6B | 2.12% |
| 5 | BANK AMERICA CORP | 72,217 | $3.5B | 2.07% |
| 6 | ALPS ETF TR | 64,370 | $3.4B | 1.99% |
| 7 | DIMENSIONAL ETF TRUST | 86,836 | $3.4B | 1.99% |
| 8 | MPLX LP | 58,237 | $3.3B | 1.96% |
| 9 | ENTERPRISE PRODS PARTNERS L | 78,438 | $3.0B | 1.75% |
| 10 | VICTORY PORTFOLIOS II | 57,456 | $2.9B | 1.71% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 124 | $91.8B | 54.0% |
| Technology | 46 | $26.4B | 15.6% |
| Real Estate | 37 | $15.3B | 9.0% |
| Energy | 14 | $12.2B | 7.2% |
| Unknown | 27 | $8.9B | 5.2% |
| Basic Materials | 7 | $2.6B | 1.6% |
| Communication Services | 9 | $2.6B | 1.5% |
| Utilities | 7 | $2.5B | 1.5% |
| Healthcare | 17 | $2.2B | 1.3% |
| Consumer Cyclical | 11 | $2.0B | 1.2% |
| Consumer Defensive | 8 | $1.8B | 1.1% |
| Industrials | 12 | $1.6B | 1.0% |