1y return+13.2%S&P 500 +20.9%
3y return+38.9%S&P 500 +68.5%
5y return+27.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $155 against $232 in the S&P 500.2
Samalin Investment Counsel, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $10.2M | 3.3% | +4.0% |
| SPYState Str Spdr S&p 500 Etf T | $6.9M | 2.2% | +2.1% |
| OUNZVaneck Merk Gold Etf | $6.8M | 2.2% | |
| IWYIshares Tr | $5.4M | 1.7% | |
| DGROIshares Tr | $5.1M | 1.6% | |
| RSPInvesco Exchange Traded Fd T | $5.0M | 1.6% | +20.8% |
| NVDANvidia Corporation | $4.8M | 1.5% | +30.8% |
| MSFTMicrosoft Corp | $4.6M | 1.5% | +9.1% |
| BRK/BBerkshire Hathaway Inc Del | $4.6M | 1.5% | +2.9% |
| FTECFidelity Covington Trust | $4.3M | 1.4% | +10.5% |
| ITOTIshares Tr | $4.2M | 1.3% | |
| BACBank Of Amer Corp | $4.1M | 1.3% | |
| IWRIshares Tr | $4.1M | 1.3% | |
| ISTBIshares Tr | $4.0M | 1.3% | +38.1% |
| Dimensional Etf TrustCUSIP 25434V708 | $3.9M | 1.2% | |
| AMLPAlps Etf Tr | $3.8M | 1.2% | +14.8% |
| SCHDSchwab Strategic Tr | $3.6M | 1.1% | +73.8% |
| IJRIshares Tr | $3.5M | 1.1% | |
| EFAVIshares Tr | $3.5M | 1.1% | |
| QQQInvesco Qqq Tr | $3.5M | 1.1% | +3.1% |
| TIPIshares Tr | $3.5M | 1.1% | +17.5% |
| SHYIshares Tr | $3.4M | 1.1% | +21.2% |
| HQHAbrdn Healthcare Investors | $3.4M | 1.1% | +22.9% |
| MPLXMplx LP | $3.4M | 1.1% | +2.6% |
| Eaton Corp PLCCUSIP G29183103 | $3.1M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $4.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $2.0M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $3.1M |
| MPLXMplx LP | September 30, 2020 | +257.9% | $3.4M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $2.7M |
| FTECFidelity Covington Trust | June 30, 2020 | +247.3% | $4.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $10.2M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $3.5M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $4.6M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $3.1M |
Sold off last quarter
- CCJCameco Corp was $603K
- Honeywell Intl IncCUSIP 438516106 was $420K
- REGNRegeneron Pharmaceuticals was $395K
- PFXFVaneck Etf Trust was $321K
- Taseko Mines LtdCUSIP 876511106 was $290K
- Accenture PLC IrelandCUSIP G1151C101 was $259K
- IDXXIdexx Labs Inc was $242K
- CAGConagra Brands Inc was $231K
- DOWDow Hldgs Inc was $226K
- HCAHca Healthcare Inc was $224K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.1% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +0.4% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +5.5% | +10.5% |
| March 31, 2025 | −1.5% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +5.6% | +10.0% |
| December 31, 2023 | +8.1% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −14.8% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
| December 31, 2021 | +6.3% | +10.7% |
| September 30, 2021 | −2.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Samalin Investment Counsel, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1544366&type=13F-HR&dateb=&owner=include&count=40CIK 1544366
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1544366/000208585326000877/Filed July 27, 2026 · accession 0002085853-26-000877