Samalin Investment Counsel, LLC

All 13F Filings

Location
Chappaqua, NY
Most recent 13F
Q2 2026
Holdings value ($000)
319,999
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/27/2026 336 319,999 13F-HR Samalin Investment Counsel, LLC
Q1 2026 4/22/2026 319 282,023 13F-HR Samalin Investment Counsel, LLC
Q4 2025 1/30/2026 312 281,951 13F-HR Samalin Investment Counsel, LLC
Q3 2025 10/30/2025 328 290,615 13F-HR Samalin Investment Counsel, LLC
Q2 2025 8/7/2025 295 260,993 13F-HR Samalin Investment Counsel, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 7.496 K (2.3% of total reported value) · QoQ Δ: +7.496 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 184.4 K 59.0% 16.24 K 0 16.24 K
ETFs 127.6 K 40.8% 14.25 K 0 14.25 K
Debt 533 0.2% 0 14 -14
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Fund Snapshot

Q2 2026
Latest filed
7/27/2026
Total value ($000)
319,999
Holdings
336
QoQ value change ($000)
37,976 (13.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.