Samalin Investment Counsel, LLC

CIK 0001544366 · CHAPPAQUA, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Samalin Investment Counsel, LLC reported 336 positions worth $320.0M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: AAPL (3.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$320.0M
2026 Q2
Positions
336
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
19.0%
Est. Net Flow (Q)
2026 Q2
10 / 336 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$10.2M3.19%35,281
2QQQINVESCO QQQ TRPUT$7.4M2.32%10,100
3SPYSTATE STR SPDR S&P 500 ETF TSH$6.9M2.17%9,286
4OUNZVANECK MERK GOLD ETFSH$6.8M2.13%176,333
5IWYISHARES TRSH$5.4M1.69%18,598
6DGROISHARES TRSH$5.1M1.60%67,588
7RSPINVESCO EXCHANGE TRADED FD TSH$5.0M1.57%23,557
8NVDANVIDIA CORPORATIONSH$4.8M1.51%24,141
9MSFTMICROSOFT CORPSH$4.6M1.43%12,262
10BRK-BBERKSHIRE HATHAWAY INC DELSH$4.6M1.43%9,127

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Samalin Investment Counsel, LLC hold as of Q2 2026?

Samalin Investment Counsel, LLC reported 336 positions worth $320.0M in its Q2 2026 13F filing. Largest positions: AAPL (3.2%), QQQ (2.3%), SPY (2.2%), OUNZ (2.1%) and IWY (1.7%).

What did Samalin Investment Counsel, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Samalin Investment Counsel, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.