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Andrew Samalin

Samalin Investment Counsel, Llc

Assets Managed
$282.023M
Holdings
319
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
0.03%(2Q avg: -1.47%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Samalin Investment Counsel, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 319 positions.

Assets under management

The assets under management (AUM) of Samalin Investment Counsel, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 282.023M in assets, with a quarterly growth rate of 0.03% and a 2-quarter average growth rate of -1.47%. The portfolio is managed by Andrew Samalin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -11.55%
3.06%
$8.607M
33,915 shares@ $253.8 avg price
OUNZ
Vaneck Merk Gold Etf
Recent Activity
Decreased -4.98%
2.83%
$7.97M
176,906 shares@ $45.06 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.68%
2.1%
$5.913M
9,092 shares@ $650.32 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 1.99%
1.72%
$4.842M
11,253 shares@ $430.3 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -2.35%
1.68%
$4.723M
67,301 shares@ $70.19 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 5.26%
1.65%
$4.633M
18,619 shares@ $248.85 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -3.08%
1.51%
$4.25M
8,869 shares@ $479.18 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -14.39%
1.48%
$4.161M
11,241 shares@ $370.18 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 149.4%
1.33%
$3.741M
19,493 shares@ $191.93 avg price
EFAV
Ishares Msci Eafe Min Vol Fa
Recent Activity
Increased 0.74%
1.3%
$3.647M
39,919 shares@ $91.38 avg price

1-10 of 319