§ 13F · FUND PROFILE
Samalin Investment Counsel, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $291M (13F)Positions · 328Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 34K | $9M | 3.1% | −12% |
| 2 | OUNZ | VANECK MERK GOLD ETF | 177K | $8M | 2.8% | −5% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 9K | $6M | 2.1% | +3% |
| 4 | GLD | SPDR GOLD TR | 11K | $5M | 1.7% | +2% |
| 5 | DGRO | ISHARES TR | 67K | $5M | 1.7% | −2% |
| 6 | IWY | ISHARES TR | 19K | $5M | 1.6% | +5% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 9K | $4M | 1.5% | −3% |
| 8 | MSFT | MICROSOFT CORP | 11K | $4M | 1.5% | −14% |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 19K | $4M | 1.3% | +149% |
| 10 | EFAV | ISHARES TR | 40K | $4M | 1.3% | +1% |
§ 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 $291 million in assets. The fund runs a broad portfolio of 328 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed