Samalin Investment Counsel, LLC Portfolio Holdings
Samalin Investment Counsel, LLC
- $203 Million
- Q1 2024
Samalin Investment Counsel, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $203 Million distributed in 278 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.2M, Spdr S&P 500 ETF Trust with a value of $5.65M, Dimensional ETF Tr U S Core Eq with a value of $4.55M, Microsoft Corp with a value of $4.48M, and Van Eck Merk Gold Trust with a value of $3.67M.
Examining the 13F form we can see an increase of $9.73M in the current position value, from $193M to 203M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 278
- Current Value $203 Million
- Prior Value $193 Million
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 21 stocks
- Additional Purchases 129 stocks
- Sold out of 0 stocks
- Reduced holdings in 119 stocks