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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2B
$1.09 Million 0.47% of portfolio
68,604
Q1 2025 Added 34.31%
$759M
$762,000 0.33% of portfolio
84,400
Q1 2025 Added 181.79%
$1.37B
$731,000 0.31% of portfolio
76,485
Q1 2025 Added 27.28%
$1.04B
$632,000 0.27% of portfolio
27,701
Q1 2025 Added 7.22%
$780M
$573,000 0.24% of portfolio
24,855
Q1 2025 Added 2.34%
$636M
$534,000 0.23% of portfolio
23,955
Q1 2025 Added 5.51%
$408M
$531,000 0.23% of portfolio
29,274
Q1 2025 Added 8.62%
$900M
$530,000 0.23% of portfolio
31,481
Q1 2025 Reduced 10.36%
$637M
$510,000 0.22% of portfolio
91,863
Q1 2025 Added 11.3%
$1.33B
$414,000 0.18% of portfolio
34,227
Q1 2025 Added 10.35%
$1.14B
$244,000 0.1% of portfolio
16,678
Q1 2025 Added 22.8%
$945M
$194,000 0.08% of portfolio
10,381
Q1 2025 New
$1.4B
$122,000 0.05% of portfolio
10,743
Q1 2025 New
$466M
$123,000 0.05% of portfolio
14,120
Q1 2025 New
$483M
$6,000 0.0% of portfolio
10,041
Q1 2025 New

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
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