Samalin Investment Counsel, LLC Reduced Holdings in Q2 2025

Samalin Investment Counsel, LLC

  • $246 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
-195
- 2.7%
$64.11 - $75.0 $12.5K - $14.6K
7.03K $488K
WPC
W. P. Carey Inc.

Real Estate
-168
- 1.16%
$56.12 - $64.53 $9.43K - $10.8K
14.4K $896K
NNN
National Retail Properties, Inc.

Real Estate
-619
- 4.64%
$37.56 - $43.42 $23.2K - $26.9K
12.7K $549K
CB
Chubb LTD

Financial Services
-24
- 2.51%
$274.32 - $302.46 $6.58K - $7.26K
931 $269K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
-45
- 0.09%
$9.65 - $10.68 $434 - $481
49.7K $508K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-218
- 2.84%
$63.54 - $68.5 $13.9K - $14.9K
7.46K $503K
A
Agilent Technologies, Inc.

Healthcare
-167
- 6.4%
$99.29 - $120.52 $16.6K - $20.1K
2.44K $288K
EQIX
Equinix Inc

Real Estate
-7
- 1.47%
$740.07 - $914.43 $5.18K - $6.4K
468 $372K
CL
Colgate Palmolive CO

Consumer Defensive
-48
- 1.43%
$87.57 - $96.0 $4.2K - $4.61K
3.31K $300K
ADP
Automatic Data Processing Inc

Industrials
-55
- 2.83%
$276.76 - $326.81 $15.2K - $18K
1.89K $582K
HD
Home Depot, Inc.

Consumer Cyclical
-19
- 0.61%
$335.24 - $380.78 $6.37K - $7.23K
3.11K $1.14M
DVY
Ishares Tr

ETFs
-6
- 0.15%
$118.37 - $134.86 $710 - $809
3.95K $524K
SPGI
S&P Global Inc.

Financial Services
-36
- 5.03%
$438.31 - $527.29 $15.8K - $19K
679 $358K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-1.44K
- 5.85%
$22.63 - $26.95 $32.5K - $38.7K
23.1K $622K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
-857
- 1.99%
$8.72 - $10.05 $7.47K - $8.61K
42.1K $423K
KRG
Kite Realty Group Trust

Real Estate
-221
- 2.02%
$19.53 - $23.3 $4.32K - $5.15K
10.7K $243K
MA
Mastercard Inc

Financial Services
-13
- 2.81%
$479.92 - $590.74 $6.24K - $7.68K
450 $252K
Tidal Tr Ii
-1.33K
- 5.21%
N/A
24.2K $0
Linde PLC
-49
- 4.28%
N/A
1.1K $0
CHY
Calamos Convertible & High Income Fund

Financial Services
-4.59K
- 8.23%
$9.18 - $10.99 $42.2K - $50.5K
51.2K $563K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 20.45%
$4164.15 - $5789.24 $37.5K - $52.1K
35 $202K
Calamos ETF Tr
-3.04K
- 16.9%
N/A
15K $0
DFSB
Dimensional ETF Tr Dimensional
-4.24K
- 13.92%
N/A
26.2K $0
Calamos ETF Tr
-1.5K
- 8.47%
N/A
16.2K $0
Hafnia LTD
-1.31K
- 2.46%
N/A
51.7K $0
Ishares Bitcoin Trust ETF
-49
- 0.92%
N/A
5.27K $0
DFSI
Dimensional ETF Tr Dimen Intl
-394
- 2.89%
N/A
13.2K $0
Greystone Housing Impact Inv
-3.28K
- 6.58%
N/A
46.5K $0
Celestica Inc
-45
- 0.84%
N/A
5.32K $0
Fidelity Wise Origin Bitcoin
-106
- 0.91%
N/A
11.5K $0
Vaneck Bitcoin ETF
-910
- 3.22%
N/A
27.4K $0
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-868
- 9.49%
$23.44 - $28.85 $20.3K - $25K
8.27K $238K
IVE
Ishares S&P 500 Value ETF

ETFs
-19
- 0.9%
$168.34 - $195.42 $3.2K - $3.71K
2.1K $409K
KRE
Spdr S&P Regional Banking ETF

ETFs
-66
- 1.03%
$48.81 - $59.48 $3.22K - $3.93K
6.36K $377K
IBN
Icici Bank LTD

Financial Services
-127
- 1.31%
$30.16 - $34.39 $3.83K - $4.37K
9.58K $322K
DFIV
Dimensional ETF Tr

ETFs
-254
- 3.18%
$34.67 - $43.21 $8.81K - $11K
7.74K $331K
RJF
Raymond James Financial Inc

Financial Services
-140
- 5.03%
$123.65 - $153.88 $17.3K - $21.5K
2.64K $405K
DISV
Dimensional ETF Tr Dimensional

ETFs
-554
- 5.37%
$25.93 - $32.91 $14.4K - $18.2K
9.75K $321K
WFC
Wells Fargo & Company

Financial Services
-227
- 4.68%
$60.98 - $80.12 $13.8K - $18.2K
4.62K $370K
DFAX
Dimensional ETF Tr
-83
- 1.0%
$23.37 - $29.39 $1.94K - $2.44K
8.2K $240K
PH
Parker Hannifin Corp

Industrials
-26
- 4.63%
$517.23 - $700.54 $13.4K - $18.2K
536 $374K
HON
Honeywell International Inc

Industrials
-71
- 2.84%
$182.86 - $232.88 $13K - $16.5K
2.43K $566K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-18
- 0.33%
$72.96 - $90.39 $1.31K - $1.63K
5.45K $486K
INTU
Intuit Inc

Technology
-45
- 10.16%
$544.07 - $787.63 $24.5K - $35.4K
398 $313K
SPYG
Spdr Portfolio

ETFs
-201
- 4.22%
$71.83 - $95.32 $14.4K - $19.2K
4.56K $434K
UBER
Uber Technologies, Inc

Technology
-28
- 0.92%
$64.62 - $93.3 $1.81K - $2.61K
3.01K $281K
MS
Morgan Stanley

Financial Services
-14
- 0.53%
$99.83 - $140.86 $1.4K - $1.97K
2.63K $370K
DFAI
Dimensional ETF Tr

ETFs
-198
- 0.74%
$28.02 - $34.71 $5.55K - $6.87K
26.6K $918K
SE
Sea LTD

Consumer Cyclical
-41
- 1.18%
$105.57 - $170.4 $4.33K - $6.99K
3.45K $551K
Activity Summary
Buys All Purchases 176 New Holdings 12 Increased Positions 164 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Samalin Investment Counsel, LLC Portfolio

Follow Samalin Investment Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Samalin Investment Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Samalin Investment Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email