§ 13F · FUND PROFILE
Samalin Investment Counsel, LLC.
AUM · $320M (13F)Positions · 336Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 35K | $10M | 3.2% | +5% |
| 2 | QQQ | INVESCO QQQ TR | 10K | $7M | 2.3% | +222% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 9K | $7M | 2.2% | +2% |
| 4 | OUNZ | VANECK MERK GOLD ETF | 176K | $7M | 2.1% | ±0% |
| 5 | IWY | ISHARES TR | 19K | $5M | 1.7% | ±0% |
| 6 | DGRO | ISHARES TR | 68K | $5M | 1.6% | ±0% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 24K | $5M | 1.6% | +21% |
| 8 | NVDA | NVIDIA CORPORATION | 24K | $5M | 1.5% | +31% |
| 9 | MSFT | MICROSOFT CORP | 12K | $5M | 1.4% | +9% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 9K | $5M | 1.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAMALIN SIGNAL
AC read
Samalin Investment Counsel, LLC is a Other fund managing $320 million in assets. The fund runs a broad portfolio of 336 positions.
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