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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$7.61 Million 3.09% of portfolio
37,086
Q2 2025 Added 0.16%
$3.95T
$5.73 Million 2.33% of portfolio
11,526
Q2 2025 Added 2.38%
$456B
$4.92 Million 2.0% of portfolio
31,120
Q2 2025 Added 2.34%
$621B
$4.41 Million 1.79% of portfolio
9,069
Q2 2025 Added 6.77%
$50.2B
$2.69 Million 1.09% of portfolio
52,213
Q2 2025 Reduced 3.02%
$145B
$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%
$1.78T
$2.37 Million 0.96% of portfolio
3,215
Q2 2025 Reduced 25.28%
$68.2B
$2.09 Million 0.85% of portfolio
67,295
Q2 2025 Added 6.89%
$3.96B
$1.91 Million 0.78% of portfolio
263,773
Q2 2025 Added 0.94%
$1.08T
$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%
$86.8B
$1.69 Million 0.69% of portfolio
11,947
Q2 2025 Added 72.59%
$2.26T
$1.62 Million 0.66% of portfolio
7,369
Q2 2025 Added 15.7%
$0
$1.57 Million 0.64% of portfolio
71,408
Q2 2025 Added 3.42%
$368B
$1.55 Million 0.63% of portfolio
9,722
Q2 2025 Added 3.35%
$0
$1.36 Million 0.55% of portfolio
87,850
Q2 2025 Added 9.75%
$381B
$1.32 Million 0.54% of portfolio
27,883
Q2 2025 Added 2.82%
$245B
$1.27 Million 0.52% of portfolio
4,083
Q2 2025 Added 124.34%
$127B
$1.24 Million 0.51% of portfolio
4,506
Q2 2025 Reduced 1.89%
$0
$1.21 Million 0.49% of portfolio
86,888
Q2 2025 Added 3.81%
$14.7B
$1.2 Million 0.49% of portfolio
31,004
Q2 2025 Added 4.32%
$0
$1.16 Million 0.47% of portfolio
49,758
Q2 2025 Reduced 4.1%
$0
$1.14 Million 0.46% of portfolio
75,679
Q2 2025 Added 2.55%
$405B
$1.14 Million 0.46% of portfolio
3,109
Q2 2025 Reduced 0.61%
$5.27B
$1.1 Million 0.45% of portfolio
82,519
Q2 2025 Added 6.22%
$1.21T
$1.06 Million 0.43% of portfolio
6,016
Q2 2025 Added 3.47%
$551B
$1.04 Million 0.42% of portfolio
2,920
Q2 2025 Reduced 3.98%
$0
$1.03 Million 0.42% of portfolio
45,167
Q2 2025 Added 4.09%
$0
$1.01 Million 0.41% of portfolio
254,959
Q2 2025 Added 5.96%
$35.6B
$977,000 0.4% of portfolio
16,966
Q2 2025 Reduced 5.15%
$53.7B
$980,000 0.4% of portfolio
54,090
Q2 2025 Added 0.53%
$0
$975,000 0.4% of portfolio
73,583
Q2 2025 Added 4.06%
$0
$985,000 0.4% of portfolio
73,108
Q2 2025 Added 2.21%
$0
$966,000 0.39% of portfolio
27,288
Q2 2025 Added 3.94%
$452B
$967,000 0.39% of portfolio
6,337
Q2 2025 Reduced 12.65%
$0
$943,000 0.38% of portfolio
78,241
Q2 2025 Added 1.38%
$0
$918,000 0.37% of portfolio
48,417
Q2 2025 Added 4.49%
$0
$920,000 0.37% of portfolio
114,822
Q2 2025 Added 3.84%
$0
$898,000 0.37% of portfolio
48,870
Q2 2025 Added 8.69%
$13.5B
$896,000 0.36% of portfolio
14,371
Q2 2025 Reduced 1.16%
$0
$871,000 0.35% of portfolio
84,969
Q2 2025 Added 12.23%
$222B
$856,000 0.35% of portfolio
2,933
Q2 2025 Reduced 2.43%
$9.44B
$867,000 0.35% of portfolio
23,664
Q1 2025 Added 9.65%
$118B
$824,000 0.34% of portfolio
14,063
Q2 2025 Reduced 1.33%
$0
$821,000 0.33% of portfolio
195,696
Q2 2025 Reduced 1.41%
$302B
$818,000 0.33% of portfolio
5,716
Q2 2025 Reduced 5.94%
$23.4B
$789,000 0.32% of portfolio
15,823
Q2 2025 Reduced 1.56%
$1.41B
$784,000 0.32% of portfolio
81,068
Q2 2025 Added 5.99%

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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