Samalin Investment Counsel, LLC
Q2 2025 13F Holdings
- Locationchappaqua, NY
- Num holdings
295
- Value ($000)
$260,993
- Date Filed08/07/2025
- Form type13F-HR
- CIK0001544366
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $7.61M | 3 % | 37,086 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.73M | 2 % | 11,526 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.67M | 2 % | 9,175 | ||
OUNZ VANECK MERK GOLD ETF | GOLD SHS | 921078101 | $5.40M | 2 % | 169,439 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.92M | 2 % | 31,120 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $4.55M | 2 % | 18,448 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.41M | 2 % | 9,069 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $4.40M | 2 % | 32,574 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $4.04M | 2 % | 63,150 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $4.02M | 2 % | 43,669 |
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