StockDriftsStockDriftsTop 50 Samalin Investment Counsel LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.35% | 35.1K | $7.3M | -0.58%(-206) | $113.25(+206.23%) | 2026-09-30 | |
| OUNZ | VANECK MERK GOLD ETF | 2.24% | 175.2K | $7.0M | -0.62%(-1.09K) | $20.31(+89.05%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.21% | 9.1K | $6.9M | -2.49%(-231) | $427.17(+78.08%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.9% | 11.6K | $5.9M | -5.69%(-698) | $259.96(+101.52%) | 2026-09-30 | |
| IWY | ISHARES TR | 1.82% | 19.3K | $5.7M | +3.66%(+680) | $175.96(+60.16%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 1.8% | 172.6K | $5.6M | +53.29%(+60.01K) | $30.41(+16.02%) | 2026-09-30 | |
| ISTB | ISHARES TR | 1.71% | 112.6K | $5.3M | +36.72%(+30.24K) | $48.60(-2.37%) | 2026-09-30 | |
| DGRO | ISHARES TR | 1.69% | 70.0K | $5.3M | +3.63%(+2.45K) | $54.74(+45.59%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.68% | 25.2K | $5.2M | +6.78%(+1.60K) | $168.81(+28.43%) | 2026-09-30 | |
| FTEC | FIDELITY COVINGTON TRUST | 1.5% | 15.6K | $4.7M | +4.21%(+630) | $129.59(+119.65%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.99% | +60.14% | +8.14% | +47.91% |
| Top 20 Holdings Unweighted | +16.55% | +58.32% | +7.86% | +45.95% |
Samalin Investment Counsel LLC reports $319.33M in US-listed equity holdings across 330 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (2.4%), OUNZ (2.2%) and SPY (2.2%). The top 20 holdings account for 32.02% of reported assets. Its disclosed equity book has returned +60.14% on a three-year cumulative basis. Figures reflect the Q3 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