Samalin Investment Counsel, LLC
Q2 2026 13F filing
Updated 45 days ago336 disclosed positions worth $320M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $10.2M | 35.3K | 3.19% | Added(+4.0%) |
| 2 | Q QQQ INVESCO QQQ TR | $7.4M | 10.1K | 2.32% | Added(+118.7%) |
| 3 | S SPY STATE STR SPDR S&P 500 ETF T | $6.9M | 9.3K | 2.17% | Added(+2.1%) |
| 4 | O OUNZ VANECK MERK GOLD ETF | $6.8M | 176.3K | 2.13% | Trimmed(-0.3%) |
| 5 | E ETHA ISHARES TR | $5.4M | 18.6K | 1.69% | Trimmed(-0.1%) |
| 6 | E ETHA ISHARES TR | $5.1M | 67.6K | 1.60% | Added(+0.4%) |
| 7 | I IVZ INVESCO EXCHANGE TRADED FD T | $5M | 23.6K | 1.57% | Added(+20.9%) |
| 8 | N NVDA NVIDIA CORPORATION | $4.8M | 24.1K | 1.51% | Added(+30.9%) |
| 9 | M MSFT MICROSOFT CORP | $4.6M | 12.3K | 1.43% | Added(+9.1%) |
| 10 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $4.6M | 9.1K | 1.43% | Added(+2.9%) |
| 11 | F FIS FIDELITY COVINGTON TRUST | $4.3M | 15.0K | 1.33% | Added(+10.5%) |
| 12 | E ETHA ISHARES TR | $4.2M | 25.3K | 1.30% | Trimmed(-0.7%) |
| 13 | B BAC-PS BANK OF AMER CORP | $4.1M | 72.3K | 1.29% | Added(+0.1%) |
| 14 | E ETHA ISHARES TR | $4.1M | 36.8K | 1.27% | Trimmed(-0.5%) |
| 15 | E ETHA ISHARES TR | $4M | 82.4K | 1.24% | Added(+38.1%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $3.9M | 86.9K | 1.21% | Added(+0.1%) |
| 17 | ? N/A ALPS ETF TR | $3.8M | 73.9K | 1.20% | Added(+14.8%) |
| 18 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.6M | 112.6K | 1.12% | Added(+73.8%) |
| 19 | E ETHA ISHARES TR | $3.5M | 23.8K | 1.10% | Trimmed(-0.6%) |
| 20 | ? N/A ISHARES TR | $3.5M | 40.2K | 1.10% | Added(+0.6%) |
| 21 | Q QQQ INVESCO QQQ TR | $3.5M | 4.8K | 1.10% | Added(+3.1%) |
| 22 | B BLK ISHARES TR | $3.5M | 31.8K | 1.09% | Added(+17.5%) |
| 23 | B BLK ISHARES TR | $3.4M | 41.4K | 1.06% | Added(+21.2%) |
| 24 | H HQH ABRDN HEALTHCARE INVESTORS | $3.4M | 154.6K | 1.06% | Added(+22.9%) |
| 25 | M MPLXP MPLX LP | $3.4M | 59.7K | 1.05% | Added(+2.6%) |
| 26 | E ETN EATON CORP PLC | $3.1M | 7.2K | 0.96% | Added(+0.2%) |
| 27 | M META META PLATFORMS INC | $3.1M | 5.4K | 0.95% | Added(+27.4%) |
| 28 | G GLD SPDR GOLD TR | $2.9M | 8.0K | 0.92% | Trimmed(-29.0%) |
| 29 | ? N/A VICTORY PORTFOLIOS II | $2.8M | 55.0K | 0.87% | Trimmed(-4.3%) |
| 30 | C CHY CALAMOS CONV OPPORTUNITIES & | $2.8M | 206.4K | 0.87% | Added(+41.1%) |
| 31 | E EPDU ENTERPRISE PRODS PARTNERS L | $2.8M | 75.1K | 0.86% | Trimmed(-4.3%) |
| 32 | H HODL VANECK ETF TRUST | $2.7M | 216.8K | 0.86% | Added(+11.7%) |
| 33 | J JPM-PM JPMORGAN CHASE & CO | $2.7M | 8.4K | 0.86% | Trimmed(-2.6%) |
| 34 | ? N/A ROYCE SMALL CAP TRUST INC | $2.7M | 147.3K | 0.85% | Added(+30.7%) |
| 35 | T TSLA TESLA INC | $2.5M | 6.0K | 0.79% | Added(+3.6%) |
| 36 | U UNH UNITEDHEALTH GROUP INC | $2.3M | 5.6K | 0.73% | Added(+4.6%) |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $2.3M | 42.2K | 0.72% | Trimmed(-0.4%) |
| 38 | U UTG REAVES UTIL INCOME FD | $2M | 49.9K | 0.63% | Added(+39.0%) |
| 39 | G GOOGN ALPHABET INC | $2M | 5.5K | 0.61% | Added(+0.3%) |
| 40 | V VGES VANGUARD INDEX FDS | $1.9M | 19.8K | 0.60% | Added(+3.1%) |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $1.9M | 23.2K | 0.59% | Added(+0.8%) |
| 42 | S STT-PG SELECT SECTOR SPDR TR | $1.8M | 9.5K | 0.56% | Trimmed(-5.0%) |
| 43 | ? N/A EATON VANCE TAX ADVT DIV INC | $1.8M | 64.8K | 0.56% | Added(+76.6%) |
| 44 | ? N/A NEUBERGER ENGY INFRSTR & INC | $1.8M | 174.3K | 0.55% | Added(+84.9%) |
| 45 | ? N/A ETFIS SER TR I | $1.7M | 84.6K | 0.54% | Trimmed(-10.0%) |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $1.7M | 20.9K | 0.54% | Trimmed(-0.2%) |
| 47 | W WES WESTERN MIDSTREAM PARTNERS L | $1.7M | 38.6K | 0.53% | Added(+2.1%) |
| 48 | A ADX ADAMS DIVERSIFIED EQUITY FD | $1.7M | 65.1K | 0.52% | Added(+80.6%) |
| 49 | J JNJ JOHNSON & JOHNSON | $1.7M | 6.5K | 0.52% | Added(+0.5%) |
| 50 | E ETHA ISHARES TR | $1.7M | 21.5K | 0.52% | Added(+82.0%) |