Samalin Investment Counsel, LLC Portfolio Holdings

Samalin Investment Counsel, LLC

  • $234 Million
  • Q1 2025

Samalin Investment Counsel, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $234 Million distributed in 318 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.22M, Van Eck Merk Gold Trust with a value of $5.88M, Spdr S&P 500 ETF Trust with a value of $5.31M, Berkshire Hathaway Inc Class B with a value of $4.52M, and Microsoft Corp with a value of $4.23M.

Examining the 13F form we can see an increase of $11.3M in the current position value, from $223M to 234M.

Samalin Investment Counsel, LLC is based out at Chappaqua, NY

Below you can find more details about Samalin Investment Counsel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $234 Million
ETFs: $90.3 Million
Financial Services: $48.1 Million
Technology: $21.3 Million
Real Estate: $14.9 Million
Energy: $13.3 Million
Healthcare: $11.4 Million
Consumer Cyclical: $8.67 Million
Communication Services: $7.63 Million
Other: $17.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$8.22 Million 3.52% of portfolio
37,025
Q1 2025 Added 9.48%
$1.21B
$5.88 Million 2.51% of portfolio
195,160
Q1 2025 Reduced 0.63%
$0
$5.31 Million 2.27% of portfolio
9,501
Q1 2025 Reduced 1.48%
$622B
$4.52 Million 1.93% of portfolio
8,494
Q1 2025 Added 11.69%
$3.81T
$4.23 Million 1.81% of portfolio
11,258
Q1 2025 Added 4.58%
$0
$3.41 Million 1.46% of portfolio
55,225
Q1 2025 Added 14.93%
$0
$3.4 Million 1.45% of portfolio
27,865
Q1 2025 Added 11.42%
$433B
$3.3 Million 1.41% of portfolio
30,407
Q1 2025 Reduced 7.26%
$0
$3.27 Million 1.4% of portfolio
15,515
Q1 2025 Added 11.69%
$0
$3.13 Million 1.34% of portfolio
36,773
Q1 2025 Added 13.81%
$0
$2.88 Million 1.23% of portfolio
25,937
Q1 2025 Added 0.53%
$51.6B
$2.88 Million 1.23% of portfolio
53,839
Q1 2025 Reduced 3.55%
$107B
$2.85 Million 1.22% of portfolio
9,905
Q1 2025 Added 153.65%
$0
$2.84 Million 1.21% of portfolio
36,400
Q1 2025 Reduced 11.66%
$0
$2.66 Million 1.14% of portfolio
54,944
Q1 2025 Reduced 2.45%
$0
$2.68 Million 1.14% of portfolio
32,351
Q1 2025 Reduced 0.13%
$1.58T
$2.48 Million 1.06% of portfolio
4,303
Q1 2025 Added 30.43%
$0
$2.36 Million 1.01% of portfolio
71,504
Q1 2025 Reduced 39.16%
$0
$2.31 Million 0.99% of portfolio
4,924
Q1 2025 Reduced 9.32%
$0
$2.3 Million 0.98% of portfolio
137,432
Q1 2025 Reduced 2.75%
$870B
$2.27 Million 0.97% of portfolio
9,262
Q1 2025 Added 2.58%
$69.2B
$2.15 Million 0.92% of portfolio
62,956
Q1 2025 Added 1.18%
$0
$2.07 Million 0.89% of portfolio
39,911
Q1 2025 Reduced 8.6%
$153B
$2.03 Million 0.87% of portfolio
7,481
Q1 2025 Added 10.34%
$0
$1.96 Million 0.84% of portfolio
12,131
Q1 2025 Added 13.61%
$0
$1.89 Million 0.81% of portfolio
89,068
Q1 2025 Added 5.05%
$0
$1.82 Million 0.78% of portfolio
145,178
Q1 2025 Reduced 14.84%
$964B
$1.73 Million 0.74% of portfolio
6,688
Q1 2025 Reduced 4.03%
$376B
$1.6 Million 0.69% of portfolio
9,407
Q1 2025 Added 1.73%
$0
$1.56 Million 0.67% of portfolio
32,823
Q1 2025 Added 0.94%
$0
$1.53 Million 0.65% of portfolio
14,631
Q1 2025 Added 17.93%
$0
$1.53 Million 0.65% of portfolio
69,046
Q1 2025 Reduced 0.92%
$0
$1.47 Million 0.63% of portfolio
35,002
Q1 2025 Reduced 1.33%
$0
$1.45 Million 0.62% of portfolio
34,428
Q1 2025 Added 0.29%
$0
$1.42 Million 0.61% of portfolio
34,426
Q1 2025 Added 21.76%
$4.02B
$1.38 Million 0.59% of portfolio
261,312
Q1 2025 Added 171.43%
$0
$1.36 Million 0.58% of portfolio
2,425
Q1 2025 Added 5.76%
$0
$1.3 Million 0.56% of portfolio
80,048
Q1 2025 Added 9.89%
$0
$1.31 Million 0.56% of portfolio
16,624
Q1 2025 Added 31.07%
$0
$1.3 Million 0.55% of portfolio
7,478
Q1 2025 Added 0.9%
$0
$1.24 Million 0.53% of portfolio
51,884
Q1 2025 Added 0.56%
$0
$1.21 Million 0.52% of portfolio
83,701
Q1 2025 Added 3.16%
$2.37T
$1.21 Million 0.52% of portfolio
6,369
Q1 2025 Added 3.9%
$462B
$1.22 Million 0.52% of portfolio
10,249
Q1 2025 Added 0.42%
$15.7B
$1.22 Million 0.52% of portfolio
29,720
Q1 2025 Added 5.28%
$765B
$1.2 Million 0.51% of portfolio
1,451
Q1 2025 Reduced 44.13%
$443B
$1.2 Million 0.51% of portfolio
7,255
Q1 2025 Reduced 25.16%
$382B
$1.15 Million 0.49% of portfolio
3,128
Q1 2025 Added 7.09%
$388B
$1.13 Million 0.48% of portfolio
27,117
Q1 2025 Reduced 0.56%

Summary

  • Portfolio
  • No. of Stocks 318
  • Current Value $234 Million
  • Prior Value $223 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 39 stocks
  • Additional Purchases 194 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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