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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$9.37 Million 3.42% of portfolio
36,799
Q3 2025 Reduced 0.77%
$465B
$6.4 Million 2.34% of portfolio
34,310
Q3 2025 Added 10.25%
$3.78T
$6.02 Million 2.2% of portfolio
11,626
Q3 2025 Added 0.87%
$662B
$4.57 Million 1.67% of portfolio
9,095
Q3 2025 Added 0.29%
$413B
$3.7 Million 1.35% of portfolio
71,633
Q3 2025 Added 156.91%
$881B
$2.91 Million 1.06% of portfolio
9,211
Q3 2025 Added 0.22%
$53.5B
$2.84 Million 1.04% of portfolio
56,892
Q3 2025 Added 8.96%
$140B
$2.83 Million 1.03% of portfolio
7,573
Q3 2025 Added 1.23%
$1.37T
$2.75 Million 1.0% of portfolio
3,743
Q3 2025 Added 16.42%
$1.29T
$2.63 Million 0.96% of portfolio
5,916
Q3 2025 Added 0.44%
$70.2B
$2.3 Million 0.84% of portfolio
73,697
Q3 2025 Added 9.51%
$300B
$1.94 Million 0.71% of portfolio
5,618
Q3 2025 Added 37.59%
$0
$1.88 Million 0.69% of portfolio
150,687
Q3 2025 Added 2.74%
$0
$1.7 Million 0.62% of portfolio
92,286
Q3 2025 Added 5.05%
$1.54B
$1.65 Million 0.6% of portfolio
79,921
Q3 2025 Added 0.67%
$2.39T
$1.62 Million 0.59% of portfolio
7,368
Q3 2025 Reduced 0.01%
$346B
$1.52 Million 0.55% of portfolio
9,884
Q3 2025 Added 1.67%
$1.65T
$1.5 Million 0.55% of portfolio
6,168
Q3 2025 Added 2.53%
$0
$1.5 Million 0.55% of portfolio
73,372
Q3 2025 Added 2.75%
$139B
$1.45 Million 0.53% of portfolio
4,394
Q3 2025 Reduced 2.49%
$15B
$1.41 Million 0.52% of portfolio
36,007
Q3 2025 Added 16.14%
$0
$1.3 Million 0.47% of portfolio
89,753
Q3 2025 Added 3.3%
$367B
$1.26 Million 0.46% of portfolio
3,118
Q3 2025 Added 0.29%
$0
$1.22 Million 0.44% of portfolio
49,112
Q3 2025 Reduced 1.3%
$0
$1.21 Million 0.44% of portfolio
75,082
Q3 2025 Reduced 0.79%
$0
$1.17 Million 0.43% of portfolio
294,718
Q3 2025 Added 15.59%
$5.27B
$1.16 Million 0.42% of portfolio
86,893
Q3 2025 Added 5.3%
$1.36B
$1.13 Million 0.41% of portfolio
229,381
Q3 2025 New
$0
$1.13 Million 0.41% of portfolio
89,632
Q3 2025 Added 5.49%
$35.1B
$1.08 Million 0.39% of portfolio
17,720
Q3 2025 Added 4.44%
$14B
$1.06 Million 0.39% of portfolio
15,696
Q3 2025 Added 9.22%
$0
$1.08 Million 0.39% of portfolio
76,228
Q3 2025 Added 4.27%
$522B
$1.06 Million 0.39% of portfolio
5,743
Q3 2025 Reduced 9.37%
$0
$1.02 Million 0.37% of portfolio
74,947
Q3 2025 Added 1.85%
$0
$1.02 Million 0.37% of portfolio
58,917
Q3 2025 Added 20.56%
$0
$1.03 Million 0.37% of portfolio
45,609
Q3 2025 Added 0.98%
$10.3B
$991,000 0.36% of portfolio
23,481
Q3 2025 Reduced 0.77%
$342B
$999,000 0.36% of portfolio
5,480
Q3 2025 Reduced 2.85%
$0
$987,000 0.36% of portfolio
120,369
Q3 2025 Added 4.83%
$0
$999,000 0.36% of portfolio
50,469
Q3 2025 Added 4.24%
$533B
$985,000 0.36% of portfolio
2,887
Q3 2025 Reduced 1.13%
$14.8B
$970,000 0.35% of portfolio
19,793
Q3 2025 Added 47.3%
$0
$964,000 0.35% of portfolio
79,714
Q3 2025 Added 1.88%
$0
$925,000 0.34% of portfolio
25,735
Q3 2025 Reduced 5.69%
$52.5B
$943,000 0.34% of portfolio
54,984
Q3 2025 Added 1.65%
$593B
$932,000 0.34% of portfolio
3,317
Q3 2025 Added 4.7%
$303B
$907,000 0.33% of portfolio
5,841
Q3 2025 Added 2.19%
$104B
$891,000 0.33% of portfolio
13,500
Q3 2025 Reduced 4.0%
$224B
$892,000 0.33% of portfolio
2,937
Q3 2025 Added 0.14%

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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