Samalin Investment Counsel, LLC

Q1 2026 13F-HR Holdings

Location
Chappaqua, NY
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
319
Total value ($000)
$282,023
Net value change ($000)
+72 (0.0%)
New positions
25
Sold out positions
18
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
RSP 2,244 149.9%
SCHD 1,708 610.0%
AWP 1,161 NEW
NML 991 NEW
AMLP 942 38.5%
EVT 901 NEW
CHI 862 121.4%
UTG 820 139.2%
ADX 789 NEW
GAM 789 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,190 -34.5%
AAPL -1,817 -17.4%
ITOT -1,334 -26.8%
AWP -1,067 -100.0%
RDDT -1,014 -100.0%
BGR -967 -100.0%
IWR -948 -20.9%
META -898 -26.9%
DIA -882 -70.9%
IVV -615 -45.7%
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