Samalin Investment Counsel, LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$282M
Holdings
318
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Increased +4.2% (36.8k → 38.3k shares)
3.1%
02
$OUNZ
VANECK MERK GOLD ETF
Q4 2025: Sold 2.8% (191.5k → 186.2k shares)
2.8%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 3.6% (9.2k → 8.9k shares)
2.1%
04
$GQ9
SPDR GOLD TR
Q4 2025: Increased +4.7% (10.5k → 11.0k shares)
1.7%
05
$DGRO
ISHARES TR
Q4 2025: Increased +5.0% (65.7k → 68.9k shares)
1.7%
06
$IWY
ISHARES TR
Q3 2025: Sold 4.0% (18.4k → 17.7k shares)
1.6%
07
$BAC
BANK AMERICA CORP
Q4 2025: Increased +20.2% (79.4k → 95.5k shares)
1.6%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q2 2025: Increased +6.8% (8.5k → 9.1k shares)
1.5%
09
$MSFT
MICROSOFT CORP
Q4 2025: Increased +12.9% (11.6k → 13.1k shares)
1.5%
10
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Increased +2.8% (7.6k → 7.8k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 19:48 UTC.