Samalin Investment Counsel, LLC

Q3 2026 13F-HR Holdings

Location
Chappaqua, NY
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
331
Total value ($000)
$319,333
Net value change ($000)
-666 (-0.2%)
New positions
27
Sold out positions
30
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SCHD 2,044 57.2%
DFA INVT DIMENSIONS GROUP IN 1,476 NEW
BTC 1,379 NEW
MSFT 1,357 29.7%
ISTB 1,347 33.9%
LXP 1,066 NEW
ADX 1,054 63.4%
GAM 1,013 63.0%
EVT 1,012 56.4%
ECO 1,011 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -2,885 -28.3%
NVDA -1,750 -36.2%
DUHP -1,420 -100.0%
META -1,276 -41.8%
CGBD -1,133 -100.0%
XOM -696 -100.0%
FBTC -504 -100.0%
GOOGL -481 -24.7%
IGR -453 -100.0%
KRC -441 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7,324 (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