Top 50 Samalin Investment Counsel, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.05% | 33.9K | $8.6M | -11.55%(-4.43K) | $107.02(+179.28%) | 2026-03-31 | |
| OUNZ | VANECK MERK GOLD ETF | 2.83% | 176.9K | $8.0M | -4.99%(-9.28K) | $20.31(+122.05%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.1% | 9.1K | $5.9M | +2.68%(+237) | $421.58(+76.08%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 1.72% | 11.3K | $4.8M | +1.98%(+219) | $243.05(+77.12%) | 2026-03-31 | |
| DGRO | ISHARES TR | 1.67% | 67.3K | $4.7M | -2.35%(-1.62K) | $53.90(+35.74%) | 2026-03-31 | |
| IWY | ISHARES TR | 1.64% | 18.6K | $4.6M | +5.25%(+929) | $171.69(+70.07%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.51% | 8.9K | $4.2M | -3.08%(-282) | $334.67(+45.07%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.48% | 11.2K | $4.2M | -14.40%(-1.89K) | $250.33(+61.87%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.33% | 19.5K | $3.7M | +149.40%(+11.68K) | $163.30(+24.26%) | 2026-03-31 | |
| EFAV | ISHARES TR | 1.29% | 39.9K | $3.6M | +0.74%(+292) | $73.23(+24.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.74% | +47.16% |
| Top 20 Holdings Unweighted | +13.62% | +46.68% |
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