Samalin Investment Counsel, LLC Portfolio Holdings

Samalin Investment Counsel, LLC

  • $246 Million
  • Q2 2025

Samalin Investment Counsel, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $246 Million distributed in 296 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.61M, Microsoft Corp with a value of $5.73M, Spdr S&P 500 ETF Trust with a value of $5.67M, Van Eck Merk Gold Trust with a value of $5.4M, and Nvidia Corp with a value of $4.92M.

Examining the 13F form we can see an increase of $12M in the current position value, from $234M to 246M.

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 $246 Million
ETFs: $99.5 Million
Financial Services: $49.9 Million
Technology: $25.9 Million
Real Estate: $15.2 Million
Energy: $10.5 Million
Healthcare: $9.57 Million
Consumer Cyclical: $9.11 Million
Communication Services: $7.93 Million
Other: $18.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.82T
$7.61 Million 3.09% of portfolio
37,086
Q2 2025 Added 0.16%
$3.71T
$5.73 Million 2.33% of portfolio
11,526
Q2 2025 Added 2.38%
$0
$5.67 Million 2.3% of portfolio
9,175
Q2 2025 Reduced 3.43%
$1.26B
$5.4 Million 2.2% of portfolio
169,439
Q2 2025 Reduced 13.18%
$419B
$4.92 Million 2.0% of portfolio
31,120
Q2 2025 Added 2.34%
$0
$4.55 Million 1.85% of portfolio
18,448
Q2 2025 Added 18.9%
$650B
$4.41 Million 1.79% of portfolio
9,069
Q2 2025 Added 6.77%
$0
$4.4 Million 1.79% of portfolio
32,574
Q2 2025 Added 16.9%
$0
$4.04 Million 1.64% of portfolio
63,150
Q2 2025 Added 14.35%
$0
$4.02 Million 1.63% of portfolio
43,669
Q2 2025 Added 18.75%
$116B
$3.19 Million 1.3% of portfolio
10,472
Q2 2025 Added 5.72%
$0
$3.02 Million 1.23% of portfolio
35,964
Q2 2025 Reduced 1.2%
$0
$2.89 Million 1.18% of portfolio
80,694
Q2 2025 Added 12.85%
$0
$2.79 Million 1.14% of portfolio
25,396
Q2 2025 Reduced 2.09%
$0
$2.71 Million 1.1% of portfolio
32,743
Q2 2025 Added 1.21%
$50.5B
$2.69 Million 1.09% of portfolio
52,213
Q2 2025 Reduced 3.02%
$139B
$2.67 Million 1.09% of portfolio
7,481
Q1 2025 Added 10.34%
$859B
$2.66 Million 1.08% of portfolio
9,191
Q2 2025 Reduced 0.77%
$0
$2.58 Million 1.05% of portfolio
50,818
Q2 2025 Reduced 2.65%
$0
$2.53 Million 1.03% of portfolio
12,816
Q2 2025 Added 5.65%
$0
$2.48 Million 1.01% of portfolio
4,496
Q2 2025 Reduced 8.69%
$1.69T
$2.37 Million 0.96% of portfolio
3,215
Q2 2025 Reduced 25.28%
$0
$2.26 Million 0.92% of portfolio
138,597
Q2 2025 Added 0.85%
$68.5B
$2.09 Million 0.85% of portfolio
67,295
Q2 2025 Added 6.89%
$0
$2.02 Million 0.82% of portfolio
41,251
Q2 2025 Added 3.36%
$0
$1.96 Million 0.8% of portfolio
94,062
Q2 2025 Added 5.61%
$4.39B
$1.91 Million 0.78% of portfolio
263,773
Q2 2025 Added 0.94%
$0
$1.9 Million 0.77% of portfolio
17,342
Q2 2025 Added 18.53%
$1.09T
$1.87 Million 0.76% of portfolio
5,890
Q2 2025 Reduced 11.93%
$0
$1.83 Million 0.74% of portfolio
146,668
Q2 2025 Added 1.03%
$80.7B
$1.69 Million 0.69% of portfolio
11,947
Q2 2025 Added 72.59%
$2.4T
$1.62 Million 0.66% of portfolio
7,369
Q2 2025 Added 15.7%
$0
$1.62 Million 0.66% of portfolio
2,613
Q2 2025 Added 7.75%
$0
$1.57 Million 0.64% of portfolio
71,408
Q2 2025 Added 3.42%
$377B
$1.55 Million 0.63% of portfolio
9,722
Q2 2025 Added 3.35%
$0
$1.55 Million 0.63% of portfolio
36,595
Q2 2025 Added 6.3%
$2.2B
$1.5 Million 0.61% of portfolio
79,389
Q2 2025 Added 15.72%
$0
$1.38 Million 0.56% of portfolio
7,597
Q2 2025 Added 1.59%
$0
$1.36 Million 0.55% of portfolio
16,648
Q2 2025 Added 0.14%
$0
$1.36 Million 0.55% of portfolio
20,314
Q2 2025 Added 11.57%
$0
$1.36 Million 0.55% of portfolio
87,850
Q2 2025 Added 9.75%
$397B
$1.32 Million 0.54% of portfolio
27,883
Q2 2025 Added 2.82%
$0
$1.34 Million 0.54% of portfolio
27,835
Q2 2025 Reduced 15.2%
$0
$1.27 Million 0.52% of portfolio
26,328
Q2 2025 Added 5.92%
$300B
$1.27 Million 0.52% of portfolio
4,083
Q2 2025 Added 124.34%
$140B
$1.24 Million 0.51% of portfolio
4,506
Q2 2025 Reduced 1.89%
$0
$1.23 Million 0.5% of portfolio
13,788
Q2 2025 Added 26.36%
$0
$1.23 Million 0.5% of portfolio
29,055
Q2 2025 Reduced 16.99%
$0
$1.22 Million 0.5% of portfolio
29,250
Q2 2025 Reduced 15.04%

Summary

  • Portfolio
  • No. of Stocks 296
  • Current Value $246 Million
  • Prior Value $234 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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