Samalin Investment Counsel, LLC

Q2 2026 13F-HR Holdings

Location
Chappaqua, NY
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
336
Total value ($000)
$319,999
Net value change ($000)
+37,976 (13.5%)
New positions
32
Sold out positions
18
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
NVDA 1,612 50.1%
AAPL 1,602 18.6%
SCHD 1,583 79.6%
FTEC 1,455 51.7%
CVS 1,330 NEW
RSP 1,271 34.0%
CHI 1,203 76.5%
HQH 1,159 51.8%
ISTB 1,084 37.5%
SPY 1,022 17.3%
Top Reduces (Value $000, Stocks/ETFs)
GLD -1,898 -39.2%
OUNZ -1,165 -14.6%
CCJ -603 -100.0%
PG -533 -33.6%
HON -420 -100.0%
REGN -395 -100.0%
OXLC -385 -48.5%
AWP -374 -32.2%
PFXF -321 -100.0%
PTY -318 -31.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7,496 (2.3% of total reported value)
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