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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.96B
$1.91 Million 0.78% of portfolio
263,773
Q2 2025 Added 0.94%
$5.27B
$1.1 Million 0.45% of portfolio
82,519
Q2 2025 Added 6.22%
$9.44B
$867,000 0.35% of portfolio
23,664
Q1 2025 Added 9.65%
$4B
$735,000 0.3% of portfolio
12,620
Q2 2025 Added 2.13%
$3.9B
$607,000 0.25% of portfolio
106,017
Q2 2025 Reduced 19.28%
$5.22B
$608,000 0.25% of portfolio
66,175
Q2 2025 Added 8.05%
$2.27B
$596,000 0.24% of portfolio
72,238
Q2 2025 Added 4.08%
$6.14B
$582,000 0.24% of portfolio
28,999
Q2 2025 Added 1.3%
$3.76B
$530,000 0.22% of portfolio
8,285
Q2 2025 Added 1.36%
$2.38B
$553,000 0.22% of portfolio
128,475
Q2 2025 Added 14.76%
$7.37B
$549,000 0.22% of portfolio
12,721
Q2 2025 Reduced 4.64%
$9.04B
$527,000 0.21% of portfolio
3,124
Q2 2025 Added 1.49%
$8B
$467,000 0.19% of portfolio
5,266
Q2 2025 Added 9.71%
$4.3B
$460,000 0.19% of portfolio
24,954
Q2 2025 Added 19.25%
$4.15B
$444,000 0.18% of portfolio
4,586
Q2 2025 Reduced 1.12%
$3.25B
$416,000 0.17% of portfolio
21,612
Q2 2025 Added 1.46%
$2.69B
$303,000 0.12% of portfolio
11,043
Q2 2025 Added 4.61%
$2.79B
$283,000 0.12% of portfolio
24,309
Q2 2025 Added 47.68%
$3.05B
$268,000 0.11% of portfolio
8,640
Q2 2025 Added 1.87%
$3.38B
$266,000 0.11% of portfolio
8,727
Q2 2025 Added 0.03%
$4.65B
$243,000 0.1% of portfolio
10,734
Q2 2025 Reduced 2.02%
$5.08B
$256,000 0.1% of portfolio
35,348
Q2 2025 Added 15.45%
$6.66B
$219,000 0.09% of portfolio
12,008
Q2 2025 Reduced 25.43%
$8.62B
$209,000 0.08% of portfolio
19,919
Q2 2025 Added 63.07%

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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