Samalin Investment Counsel, LLC
•CIK: 1544366•Filing: Q4 2025
Samalin Investment Counsel, LLC manages $282M across a diversified portfolio of 312 positions. The fund maintains significant exposure to mega-cap technology and market indices, highlighted by top holdings including AAPL at $10.4M and MSFT at $6.4M. Notable allocations also include broad market ETFs such as SPY ($6.0M) and ITOT ($5.0M). This structure suggests a core strategy emphasizing established market leaders alongside diversified sector exposure.
Total AUM
$282.0M
QoQ Performance
-2.8%
Positions
252
Top 10 Concentration
23.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.7%
OUNZ2.7%
MSFT2.3%
SPY2.1%
ITOT1.8%
IWY1.7%
DGRO1.7%
BRK/B1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.7%
Technology11.5%
Financial6.0%
ETF3.1%
Healthcare2.9%
Consumer2.8%
Communication0.4%
Real Estate0.4%
🚪 Exited Positionssold since Q3 2025
+126 more exited positions
Changes from Q3 2025
NEW4 new positions
↑95 increased
↓98 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023