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Samalin Investment Counsel, LLC - Portfolio Stock Holdings

Samalin Investment Counsel, LLC disclosed 353 stock positions in a recent SEC 13F filing. $315,008,418 of stock holdings were filed, with the largest holdings including AAPL, OUNZ, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $490,543,706 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

353

Est. Stock Holding Value:

$315,008,418

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Samalin Investment Counsel, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Samalin Investment Counsel, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.