Samalin Investment Counsel, LLC Portfolio Holdings

Samalin Investment Counsel, LLC

  • $274 Million
  • Q3 2025

Samalin Investment Counsel, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $274 Million distributed in 328 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.37M, Van Eck Merk Gold Trust with a value of $7.12M, Nvidia Corp with a value of $6.4M, Spdr S&P 500 ETF Trust with a value of $6.12M, and Microsoft Corp with a value of $6.02M.

Examining the 13F form we can see an increase of $28.1M in the current position value, from $246M to 274M.

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 $274 Million
ETFs: $109 Million
Financial Services: $56.3 Million
Technology: $30.1 Million
Real Estate: $17.7 Million
Energy: $11.2 Million
Healthcare: $10.7 Million
Communication Services: $8.98 Million
Consumer Cyclical: $8.77 Million
Other: $20.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.27B
$1.16 Million 0.42% of portfolio
86,893
Q3 2025 Added 5.3%
$9.84B
$991,000 0.36% of portfolio
23,481
Q3 2025 Reduced 0.77%
$3.1B
$832,000 0.3% of portfolio
164,136
Q3 2025 Added 27.76%
$2.66B
$727,000 0.27% of portfolio
81,146
Q3 2025 Added 12.33%
$5.51B
$696,000 0.25% of portfolio
71,172
Q3 2025 Added 7.55%
$3.68B
$686,000 0.25% of portfolio
11,837
Q3 2025 Reduced 6.2%
$3.78B
$599,000 0.22% of portfolio
111,613
Q3 2025 Added 5.28%
$3.84B
$575,000 0.21% of portfolio
8,664
Q3 2025 Added 4.57%
$7.17B
$563,000 0.21% of portfolio
13,235
Q3 2025 Added 4.04%
$5.62B
$576,000 0.21% of portfolio
29,739
Q3 2025 Added 2.55%
$8.56B
$543,000 0.2% of portfolio
5,370
Q3 2025 Added 1.97%
$4.36B
$490,000 0.18% of portfolio
6,440
Q4 2023 New
$4.12B
$437,000 0.16% of portfolio
23,448
Q3 2025 Reduced 6.04%
$3.16B
$340,000 0.12% of portfolio
18,473
Q3 2025 Reduced 14.52%
$7.4B
$321,000 0.12% of portfolio
13,244
Q3 2025 Added 10.29%
$2.56B
$292,000 0.11% of portfolio
24,371
Q3 2025 Added 0.26%
$4.85B
$304,000 0.11% of portfolio
13,652
Q3 2025 Added 27.18%
$3.38B
$297,000 0.11% of portfolio
8,802
Q3 2025 Added 0.86%
$5.08B
$265,000 0.1% of portfolio
36,638
Q3 2025 Added 3.65%
$2.45B
$275,000 0.1% of portfolio
8,488
Q3 2025 Reduced 23.14%
$7.66B
$236,000 0.09% of portfolio
19,511
Q3 2025 New
$5.93B
$239,000 0.09% of portfolio
2,220
Q3 2025 New
$3.6B
$207,000 0.08% of portfolio
26,007
Q3 2025 New
$8.24B
$199,000 0.07% of portfolio
10,907
Q3 2025 New
$9.5B
$203,000 0.07% of portfolio
2,436
Q3 2025 Reduced 17.51%
$3.74B
$126,000 0.05% of portfolio
13,773
Q3 2025 Reduced 94.78%
$2.31B
$117,000 0.04% of portfolio
10,637
Q3 2025 New
$5.02B
$75,000 0.03% of portfolio
10,500
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 328
  • Current Value $274 Million
  • Prior Value $246 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 43 stocks
  • Additional Purchases 181 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 100 stocks
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