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 Companies Only

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%
$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%
$433B
$3.3 Million 1.41% of portfolio
30,407
Q1 2025 Reduced 7.26%
$51.6B
$2.88 Million 1.23% of portfolio
53,839
Q1 2025 Reduced 3.55%
$1.58T
$2.48 Million 1.06% of portfolio
4,303
Q1 2025 Added 30.43%
$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%
$153B
$2.03 Million 0.87% of portfolio
7,481
Q1 2025 Added 10.34%
$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
$1.53 Million 0.65% of portfolio
69,046
Q1 2025 Reduced 0.92%
$4.17B
$1.38 Million 0.59% of portfolio
261,312
Q1 2025 Added 171.43%
$0
$1.3 Million 0.56% of portfolio
80,048
Q1 2025 Added 9.89%
$0
$1.24 Million 0.53% of portfolio
51,884
Q1 2025 Added 0.56%
$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%
$2B
$1.09 Million 0.47% of portfolio
68,604
Q1 2025 Added 34.31%
$579B
$1.07 Million 0.46% of portfolio
3,041
Q1 2025 Added 6.85%
$0
$1.05 Million 0.45% of portfolio
73,799
Q1 2025 Added 7.0%
$132B
$1.02 Million 0.44% of portfolio
1,860
Q1 2025 Reduced 6.16%
$35.8B
$1.04 Million 0.44% of portfolio
17,887
Q1 2025 Added 30.04%
$5.27B
$1.04 Million 0.44% of portfolio
77,685
Q1 2025 Added 1.53%
$305B
$1.02 Million 0.43% of portfolio
6,077
Q1 2025 Added 26.42%
$54.7B
$1 Million 0.43% of portfolio
53,805
Q1 2025 Added 3.78%
$0
$992,000 0.42% of portfolio
71,524
Q1 2025 Added 3.33%
$0
$957,000 0.41% of portfolio
43,391
Q1 2025 Added 7.54%
$261B
$953,000 0.41% of portfolio
1,820
Q1 2025 Added 6.43%
$0
$960,000 0.41% of portfolio
70,709
Q1 2025 Added 5.12%
$0
$936,000 0.4% of portfolio
198,488
Q1 2025 Added 8.16%
$0
$933,000 0.4% of portfolio
240,618
Q1 2025 Added 17.76%
$0
$928,000 0.4% of portfolio
44,963
Q1 2025 Added 7.11%
$217B
$938,000 0.4% of portfolio
3,006
Q1 2025 Added 4.05%
$91B
$947,000 0.4% of portfolio
6,922
Q1 2025 Reduced 11.71%
$0
$933,000 0.4% of portfolio
77,173
Q1 2025 Reduced 4.3%
$9.04B
$901,000 0.39% of portfolio
23,664
Q1 2025 Added 9.65%
$13.3B
$917,000 0.39% of portfolio
14,539
Q1 2025 Added 18.23%
$0
$917,000 0.39% of portfolio
46,337
Q1 2025 Added 7.42%
$0
$880,000 0.38% of portfolio
110,574
Q1 2025 Added 4.13%
$1.14T
$899,000 0.38% of portfolio
5,814
Q1 2025 Added 1.66%
$0
$895,000 0.38% of portfolio
26,253
Q1 2025 Added 7.16%
$107B
$855,000 0.37% of portfolio
14,252
Q1 2025 Reduced 0.13%
$0
$872,000 0.37% of portfolio
75,713
Q1 2025 Added 9.54%

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
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