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Samalin Investment Counsel, LLC

Portfolio Manager
Samalin Investment Counsel, LLC
Performance
-3.34% (2026 Q1)
AUM (13F)
$282.02M
# of Holdings
319
Performance Rank
Allocation (Top 20)
30.32%

Samalin Investment Counsel, LLC Holdings Map

Top 50 Samalin Investment Counsel, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
3.05%33.9K$8.6M
-11.55%(-4.43K)
2025-Q1: 37.0K shares2025-Q2: 37.1K shares2025-Q3: 36.8K shares2025-Q4: 38.3K shares2026-Q1: 33.9K shares
$107.02(+179.28%)
2026-03-31
OUNZ
VANECK MERK GOLD ETF
2.83%176.9K$8.0M
-4.99%(-9.28K)
2025-Q1: 195.2K shares2025-Q2: 169.4K shares2025-Q3: 191.5K shares2025-Q4: 186.2K shares2026-Q1: 176.9K shares
$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)
2025-Q1: 9.5K shares2025-Q2: 9.2K shares2025-Q3: 9.2K shares2025-Q4: 8.9K shares2026-Q1: 9.1K shares
$421.58(+76.08%)
2026-03-31
GLD
SPDR GOLD TR
1.72%11.3K$4.8M
+1.98%(+219)
2025-Q1: 9.9K shares2025-Q2: 10.5K shares2025-Q3: 10.5K shares2025-Q4: 11.0K shares2026-Q1: 11.3K shares
$243.05(+77.12%)
2026-03-31
DGRO
ISHARES TR
1.67%67.3K$4.7M
-2.35%(-1.62K)
2025-Q1: 55.2K shares2025-Q2: 63.1K shares2025-Q3: 65.7K shares2025-Q4: 68.9K shares2026-Q1: 67.3K shares
$53.90(+35.74%)
2026-03-31
IWY
ISHARES TR
1.64%18.6K$4.6M
+5.25%(+929)
2025-Q1: 15.5K shares2025-Q2: 18.4K shares2025-Q3: 17.7K shares2025-Q4: 17.7K shares2026-Q1: 18.6K shares
$171.69(+70.07%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
1.51%8.9K$4.2M
-3.08%(-282)
2025-Q1: 8.5K shares2025-Q2: 9.1K shares2025-Q3: 9.1K shares2025-Q4: 9.2K shares2026-Q1: 8.9K shares
$334.67(+45.07%)
2026-03-31
MSFT
MICROSOFT CORP
1.48%11.2K$4.2M
-14.40%(-1.89K)
2025-Q1: 11.3K shares2025-Q2: 11.5K shares2025-Q3: 11.6K shares2025-Q4: 13.1K shares2026-Q1: 11.2K shares
$250.33(+61.87%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
1.33%19.5K$3.7M
+149.40%(+11.68K)
2025-Q1: 7.5K shares2025-Q2: 7.6K shares2025-Q3: 7.6K shares2025-Q4: 7.8K shares2026-Q1: 19.5K shares
$163.30(+24.26%)
2026-03-31
EFAV
ISHARES TR
1.29%39.9K$3.6M
+0.74%(+292)
2025-Q1: 36.4K shares2025-Q2: 36.0K shares2025-Q3: 37.0K shares2025-Q4: 39.6K shares2026-Q1: 39.9K shares
$73.23(+24.34%)
2026-03-31

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