13F Insight
DOSSIER · 13F-HR · Q2 2026

Samalin Investment Counsel, LLC

$320M in tracked AUM across 336 positions as of Q2 2026.

SI
CIK 0001544366 · last filed Jun 30, 2026
Total AUM
$320M
as of Q2 2026
Holdings
336
—
positions
Whale Score
41
41
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Samalin Investment Counsel, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$11M15K3.4%02
AAPL
APPLE INC
$10M35K3.2%03
SPY
STATE STR SPDR S&P 500 ETF T
$7M9K2.2%04
OUNZ
VANECK MERK GOLD ETF
$7M176K2.1%05
IWY
ISHARES TR
$5M19K1.7%06
DGRO
ISHARES TR
$5M68K1.6%07
RSP
INVESCO EXCHANGE TRADED FD T
$5M24K1.6%08
NVDA
NVIDIA CORPORATION
$5M24K1.5%09
MSFT
MICROSOFT CORP
$5M12K1.4%10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$5M9K1.4%

Filing history

2026Q2Jun 30
$320M▲ 13.5%
336 positionsView →2026Q1Mar 31
$282M▲ 0.0%
319 positionsView →2025Q4Dec 31
$282M▼ 3.0%
312 positionsView →2025Q3Sep 30
$291M▲ 11.3%
328 positionsView →2025Q2Jun 30
$261M▲ 5.8%
296 positionsLocked2025Q1Mar 31
$247M▲ 5.9%
318 positionsLocked2024Q4Dec 31
$233M▲ 1.4%
293 positionsLocked2024Q3Sep 30
$230M▲ 7.4%
285 positionsLocked2024Q2Jun 30
$214M▲ 2.0%
275 positionsLocked2024Q1Mar 31
$210M▲ 6.0%
278 positionsLocked2023Q4Dec 31
$198M▲ 13.7%
272 positionsLocked2023Q3Sep 30
$174M▼ 5.9%
257 positionsLocked
Showing 12 of 27