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 Market Cap. of Under $50 Millions
