StockDriftsStockDriftsTop 50 Samalin Investment Counsel, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.27% | 35.3K | $10.2M | +4.03%(+1.37K) | $113.25(+169.66%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.22% | 9.3K | $6.9M | +2.13%(+194) | $427.17(+81.51%) | 2026-06-30 | |
| OUNZ | VANECK MERK GOLD ETF | 2.18% | 176.3K | $6.8M | -0.32%(-573) | $20.31(+107.18%) | 2026-06-30 | |
| IWY | ISHARES TR | 1.73% | 18.6K | $5.4M | -0.11%(-21) | $171.69(+70.69%) | 2026-06-30 | |
| DGRO | ISHARES TR | 1.64% | 67.6K | $5.1M | +0.43%(+287) | $53.98(+47.43%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.6% | 23.6K | $5.0M | +20.85%(+4.06K) | $167.09(+32.72%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.55% | 24.1K | $4.8M | +30.85%(+5.69K) | $69.26(+226.42%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.46% | 12.3K | $4.6M | +9.08%(+1.02K) | $259.96(+86.98%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.46% | 9.1K | $4.6M | +2.91%(+258) | $338.99(+47.89%) | 2026-06-30 | |
| FTEC | FIDELITY COVINGTON TRUST | 1.37% | 15.0K | $4.3M | +10.51%(+1.42K) | $126.42(+131.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.73% | +51.00% | +6.91% | +39.69% |
| Top 20 Holdings Unweighted | +14.28% | +49.24% | +6.70% | +38.27% |
Samalin Investment Counsel, LLC reports $320.00M in US-listed equity holdings across 334 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.3%), SPY (2.2%) and OUNZ (2.2%). The top 20 holdings account for 30.68% of reported assets. Its disclosed equity book has returned +51.00% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Samalin Investment Counsel, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1544366). View Samalin Investment Counsel, LLC’s 13F filings on SEC