Samalin Investment Counsel, LLC

Q4 2025 13F-HR Holdings

Location
Chappaqua, NY
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
312
Total value ($000)
$281,951
Net value change ($000)
-8,664 (-3.0%)
New positions
16
Sold out positions
31
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CGBD 1,217 NEW
AAPL 1,054 11.2%
LXP 781 NEW
PBDC 747 NEW
GLD 628 16.8%
OUNZ 600 8.4%
VZ 597 174.1%
META 586 21.3%
AMLP 425 21.0%
KRP 352 237.8%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -2,756 -43.0%
OCSL -1,252 -100.0%
JBLU -1,129 -100.0%
DOC -858 -100.0%
BNS -776 -100.0%
LXP -727 -100.0%
ALE -575 -100.0%
OPRA -546 -33.1%
ETN -540 -19.1%
CI -472 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type