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

RankStockSharesValue% 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# HoldingsValue%
Financial Services124$91.8B54.0%
Technology46$26.4B15.6%
Real Estate37$15.3B9.0%
Energy14$12.2B7.2%
Unknown27$8.9B5.2%
Basic Materials7$2.6B1.6%
Communication Services9$2.6B1.5%
Utilities7$2.5B1.5%
Healthcare17$2.2B1.3%
Consumer Cyclical11$2.0B1.2%
Consumer Defensive8$1.8B1.1%
Industrials12$1.6B1.0%