Samalin Investment Counsel, LLC

CIK: 0001544366SEC EDGAR →

Portfolio Value

$281.9B

Holdings

312

As of

Q4 2025

New Positions

312

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	AAPL APPLE INC	38,344	$10.4B	3.70%
2	OUNZ VANECK MERK GOLD ETF	186,189	$7.7B	2.74%
3	MSFT MICROSOFT CORP	13,132	$6.4B	2.25%
4	SPY SPDR S&P 500 ETF TR	8,855	$6.0B	2.14%
5	ITOT ISHARES TR	33,416	$5.0B	1.76%
6	IWY ISHARES TR	17,690	$4.9B	1.74%
7	DGRO ISHARES TR	68,922	$4.8B	1.70%
8	BRK/B BERKSHIRE HATHAWAY INC DEL	9,151	$4.6B	1.63%
9	IWR ISHARES TR	47,203	$4.5B	1.61%
10	GQ9 SPDR GOLD TR	11,034	$4.4B	1.55%

Quarterly Changes

Top Buys

AAPLNEW

$10.4B

OUNZNEW

$7.7B

MSFTNEW

$6.4B

SPYNEW

$6.0B

ITOTNEW

$5.0B

Top Sells

No sells this quarter

New Positions (312)

$10.4B · 38K shares

$7.7B · 186K shares

$6.4B · 13K shares

$6.0B · 9K shares

$5.0B · 33K shares

$4.9B · 18K shares

$4.8B · 69K shares

$4.6B · 9K shares

$4.5B · 47K shares

$4.4B · 11K shares

$4.0B · 72K shares

$3.6B · 20K shares

$3.4B · 40K shares

$3.3B · 5K shares

$3.3B · 83K shares

$3.1B · 62K shares

$3.1B · 63K shares

$3.0B · 28K shares

$3.0B · 36K shares

$3.0B · 56K shares

$2.9B · 5K shares

$2.9B · 9K shares

$2.6B · 6K shares

$2.6B · 12K shares

$2.4B · 52K shares

$2.3B · 19K shares

$2.3B · 7K shares

$2.3B · 71K shares

$2.1B · 99K shares

$1.9B · 6K shares

$1.9B · 40K shares

$1.8B · 130K shares

$1.8B · 154K shares

$1.7B · 12K shares

$1.7B · 5K shares

$1.7B · 19K shares

$1.6B · 7K shares

$1.6B · 78K shares

$1.5B · 82K shares

$1.5B · 21K shares

$1.5B · 8K shares

$1.4B · 28K shares

$1.4B · 10K shares

$1.4B · 25K shares

$1.4B · 33K shares

$1.4B · 4K shares

$1.4B · 29K shares

$1.4B · 34K shares

$1.3B · 19K shares

$1.3B · 2K shares

$1.3B · 31K shares

$1.2B · 30K shares

$1.2B · 3K shares

$1.2B · 9K shares

$1.2B · 6K shares

$1.2B · 97K shares

$1.2B · 31K shares

$1.2B · 72K shares

$1.1B · 48K shares

$1.1B · 87K shares

$1.1B · 78K shares

$1.1B · 29K shares

$1.1B · 278K shares

$1.1B · 38K shares

$1.1B · 24K shares

$1.0B · 3K shares

$1.0B · 54K shares

$1.0B · 4K shares

$1.0B · 73K shares

$1.0B · 30K shares

$1.0B · 81K shares

$1.0B · 18K shares

WPC

$1.0B · 16K shares

IJH

$978.0M · 15K shares

LLY

$975.0M · 908 shares

$971.0M · 3K shares

BGR

$966.0M · 71K shares

JPC

$964.0M · 119K shares

$939.0M · 23K shares

$919.0M · 3K shares

$916.0M · 72K shares

$910.0M · 26K shares

$904.0M · 46K shares

$898.0M · 1K shares

$894.0M · 3K shares

DFP

$890.0M · 43K shares

$862.0M · 52K shares

PDI

$861.0M · 49K shares

CCD

$859.0M · 41K shares

$858.0M · 6K shares

$856.0M · 58K shares

$845.0M · 1K shares

$842.0M · 44K shares

$840.0M · 6K shares

$838.0M · 62K shares

$834.0M · 75K shares

$833.0M · 3K shares

$819.0M · 75K shares

$816.0M · 4K shares

$810.0M · 84K shares

$810.0M · 23K shares

$801.0M · 8K shares

$799.0M · 4K shares

$780.0M · 16K shares

$770.0M · 3K shares

$747.0M · 24K shares

$746.0M · 3K shares

$745.0M · 13K shares

$741.0M · 7K shares

$735.0M · 69K shares

$734.0M · 7K shares

$733.0M · 2K shares

$724.0M · 10K shares

$718.0M · 6K shares

$709.0M · 68K shares

$707.0M · 11K shares

$704.0M · 12K shares

$704.0M · 141K shares

$704.0M · 43K shares

$695.0M · 12K shares

$693.0M · 31K shares

$689.0M · 10K shares

$685.0M · 12K shares

$679.0M · 111K shares

$667.0M · 9K shares

$666.0M · 67K shares

$658.0M · 3K shares

$657.0M · 105K shares

BRSP

$639.0M · 114K shares

$637.0M · 54K shares

$631.0M · 3K shares

$631.0M · 13K shares

$630.0M · 15K shares

$627.0M · 28K shares

$626.0M · 55K shares

$622.0M · 5K shares

$614.0M · 25K shares

$611.0M · 40K shares

$610.0M · 3K shares

$606.0M · 25K shares

$605.0M · 24K shares

$604.0M · 92K shares

$603.0M · 5K shares

$600.0M · 98K shares

$588.0M · 14K shares

$588.0M · 16K shares

$579.0M · 5K shares

$579.0M · 40K shares

$576.0M · 11K shares

$576.0M · 52K shares

$576.0M · 5K shares

$573.0M · 7K shares

$571.0M · 120K shares

$560.0M · 14K shares

$554.0M · 14K shares

$551.0M · 6K shares

$549.0M · 13K shares

$549.0M · 947 shares

$546.0M · 7K shares

$536.0M · 6K shares

$535.0M · 4K shares

$529.0M · 5K shares

$522.0M · 2K shares

$502.0M · 84K shares

$501.0M · 5K shares

$499.0M · 43K shares

$495.0M · 4K shares

$491.0M · 5K shares

$482.0M · 20K shares

$479.0M · 212K shares

$476.0M · 17K shares

$476.0M · 6K shares

$474.0M · 45K shares

$467.0M · 2K shares

$459.0M · 6K shares

$457.0M · 2K shares

$455.0M · 5K shares

$450.0M · 6K shares

$449.0M · 7K shares

$448.0M · 5K shares

$448.0M · 7K shares

$440.0M · 7K shares

$440.0M · 2K shares

$438.0M · 499 shares

$438.0M · 699 shares

$437.0M · 23K shares

$437.0M · 6K shares

$431.0M · 6K shares

$430.0M · 90K shares

$430.0M · 1K shares

$425.0M · 1K shares

$421.0M · 39K shares

$421.0M · 73K shares

$411.0M · 13K shares

$408.0M · 8K shares

$406.0M · 2K shares

$406.0M · 471 shares

$405.0M · 951 shares

$404.0M · 44K shares

$402.0M · 521 shares

$400.0M · 4K shares

$397.0M · 2K shares

$396.0M · 3K shares

$392.0M · 90K shares

$385.0M · 2K shares

$385.0M · 4K shares

$384.0M · 22K shares

$384.0M · 10K shares

$383.0M · 21K shares

$379.0M · 2K shares

$373.0M · 50K shares

$368.0M · 2K shares

$368.0M · 6K shares

$367.0M · 1K shares

$362.0M · 41K shares

$361.0M · 2K shares

$356.0M · 5K shares

$356.0M · 1K shares

$352.0M · 3K shares

$342.0M · 2K shares

$337.0M · 19K shares

$334.0M · 27K shares

$327.0M · 6K shares

$325.0M · 2K shares

$325.0M · 13K shares

$323.0M · 619 shares

$319.0M · 10K shares

$316.0M · 413 shares

$316.0M · 17K shares

IYJ

$309.0M · 2K shares

HBC2

$306.0M · 4K shares

$301.0M · 2K shares

$298.0M · 888 shares

IDXX

$296.0M · 438 shares

SKT

$296.0M · 9K shares

$293.0M · 941 shares

$290.0M · 3K shares

$289.0M · 4K shares

$288.0M · 5K shares

$286.0M · 503 shares

$285.0M · 3K shares

$283.0M · 10K shares

$282.0M · 2K shares

$282.0M · 997 shares

$280.0M · 9K shares

$279.0M · 10K shares

$277.0M · 150K shares

$277.0M · 2K shares

$274.0M · 589 shares

$271.0M · 2K shares

$268.0M · 14K shares

$267.0M · 22K shares

$263.0M · 5K shares

$261.0M · 8K shares

$260.0M · 3K shares

$256.0M · 10K shares

$255.0M · 728 shares

$255.0M · 11K shares

$254.0M · 4K shares

$254.0M · 2K shares

$254.0M · 45K shares

$252.0M · 4K shares

$247.0M · 374 shares

$243.0M · 2K shares

$240.0M · 9K shares

$239.0M · 26K shares

$239.0M · 859 shares

$237.0M · 6K shares

$236.0M · 4K shares

$235.0M · 3K shares

$232.0M · 407 shares

RLTY

$224.0M · 15K shares

$223.0M · 8K shares

$223.0M · 19K shares

$222.0M · 1K shares

$220.0M · 19K shares

$217.0M · 1K shares

$217.0M · 6K shares

$215.0M · 576 shares

$213.0M · 3K shares

$213.0M · 3K shares

$212.0M · 9K shares

$210.0M · 31K shares

$209.0M · 8K shares

$209.0M · 278 shares

$207.0M · 3K shares

$207.0M · 1K shares

$205.0M · 1K shares

$205.0M · 712 shares

$202.0M · 2K shares

$198.0M · 12K shares

$195.0M · 17K shares

$192.0M · 16K shares

$167.0M · 12K shares

$163.0M · 15K shares

$154.0M · 32K shares

$153.0M · 12K shares

$150.0M · 16K shares

$140.0M · 42K shares

$135.0M · 17K shares

$131.0M · 10K shares

$127.0M · 25K shares

$106.0M · 20K shares

$104.0M · 14K shares

$89.0M · 10K shares

$80.0M · 22K shares

$79.0M · 10K shares

$69.0M · 36K shares

$50.0M · 20K shares

$49.0M · 16K shares

$39.0M · 16K shares

$39.0M · 18K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	127	$136.2B	48.3%
Technology	45	$51.7B	18.4%
Unknown	24	$22.3B	7.9%
Real Estate	34	$15.5B	5.5%
Energy	12	$11.0B	3.9%
Healthcare	16	$10.3B	3.6%
Communication Services	10	$10.2B	3.6%
Consumer Cyclical	11	$8.1B	2.9%
Industrials	11	$6.1B	2.2%
Basic Materials	9	$3.9B	1.4%
Consumer Defensive	7	$3.9B	1.4%
Utilities	6	$2.6B	0.9%