Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Samalin Investment Counsel, LLC (CIK 1544366) reported $282.0M across 318 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($8.6M, 3.05%), OUNZ ($8.0M, 2.83%), SPY ($5.9M, 2.10%), GLD ($4.8M, 1.72%), DGRO ($4.7M, 1.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $8.6M | 3.05% | 33,915 | Trimmed |
| 2 | OUNZ | VANECK MERK GOLD ETF | $8.0M | 2.83% | 176,906 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $5.9M | 2.10% | 9,092 | Added |
| 4 | GLD | SPDR GOLD TR | $4.8M | 1.72% | 11,253 | Added |
| 5 | DGRO | ISHARES TR | $4.7M | 1.67% | 67,301 | Trimmed |
| 6 | IWY | ISHARES TR | $4.6M | 1.64% | 18,619 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.2M | 1.51% | 8,869 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $4.2M | 1.48% | 11,241 | Trimmed |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $3.7M | 1.33% | 19,493 | Added |
| 10 | EFAV | ISHARES TR | $3.6M | 1.29% | 39,919 | Added |
| 11 | ITOT | ISHARES TR | $3.6M | 1.29% | 25,520 | Trimmed |
| 12 | IWR | ISHARES TR | $3.6M | 1.27% | 36,980 | Trimmed |
| 13 | BAC | BANK AMERICA CORP | $3.5M | 1.25% | 72,217 | Trimmed |
| 14 | AMLP | ALPS ETF TR | $3.4M | 1.20% | 64,370 | Added |
| 15 | DFAC | DIMENSIONAL ETF TRUST | $3.4M | 1.20% | 86,836 | Added |
| 16 | MPLX | MPLX LP | $3.3M | 1.18% | 58,237 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $3.2M | 1.14% | 18,450 | Trimmed |
| 18 | IJR | ISHARES TR | $3.0M | 1.06% | 23,945 | Added |
| 19 | TIP | ISHARES TR | $3.0M | 1.06% | 27,059 | Trimmed |
| 20 | EPD | ENTERPRISE PRODS PARTNERS L | $3.0M | 1.05% | 78,438 | Added |
| 21 | USTB | VICTORY PORTFOLIOS II | $2.9M | 1.03% | 57,456 | Trimmed |
| 22 | ISTB | ISHARES TR | $2.9M | 1.02% | 59,645 | Trimmed |
| 23 | SHY | ISHARES TR | $2.8M | 1.00% | 34,168 | Trimmed |
| 24 | FTEC | FIDELITY COVINGTON TRUST | $2.8M | 1.00% | 13,531 | Added |
| 25 | QQQ | INVESCO QQQ TR | $2.7M | 0.95% | 4,618 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31