SI

Samalin Investment Counsel, LLC

13F
Samalin Investment Counsel, LLC
Last update 2025-05-15 318 Stocks (38 new)
Value $247.00 Mil Turnover 13 %
Countries:
Top Holdings: AAPL(3.33%)OUNZ(2.38%)SPY(2.15%)BRK.B(1.83%)MSFT(1.71%)
Summary Stock Picks Current Portfolio
Samalin Investment Counsel, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
37,025
8,224.5
+9.48%
3.330
+0.29%
0.000
-13.92%
-18.81%
3,029,284.2
Hardware
OUNZ 		VanEck Merk Gold ETF
195,160
5,882.1
-0.63%
2.380
-0.01%
0.370
+15.61%
+28.54%
1,717.8
 
SPY 		SPDR S&P 500 ETF Trust
9,501
5,315.0
-1.48%
2.150
-0.04%
0.000
+3.62%
+1.99%
609,536.3
 
BRK.B 		Berkshire Hathaway Inc
8,494
4,524.1
+11.69%
1.830
+0.19%
0.000
-0.98%
+8.32%
1,059,968.3
Insurance
MSFT 		Microsoft Corp
11,258
4,226.5
+4.58%
1.710
+0.07%
0.000
+19.59%
+10.48%
3,447,734.1
Software
DGRO 		iShares Core Dividend Growth ETF
55,225
3,411.8
+14.93%
1.380
+0.18%
0.010
+0.33%
+2.39%
31,211.4
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
27,865
3,399.9
+11.42%
1.380
+0.14%
0.010
+3.60%
+1.54%
68,053.7
 
NVDA 		NVIDIA Corp
30,407
3,295.6
-7.26%
1.340
-0.14%
0.000
+22.37%
+5.69%
3,461,082.1
Semiconductors
IWY 		iShares Russell Top 200 Growth ETF
15,515
3,272.9
+11.69%
1.330
+0.14%
0.030
+5.87%
+0.40%
13,331.5
 
IWR 		iShares Russell Mid-Cap ETF
36,773
3,128.3
+13.81%
1.270
+0.15%
0.010
+3.73%
+1.79%
40,782.6
 

Samalin Investment Counsel, LLC's Historical Top Holdings Breakdowns

Samalin Investment Counsel, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GLD 		SPDR Gold Shares ETF2025-03-31Add
+0.70%
●
243.19 ($264.45) 288.14
$310.90
17.56%
Add 153.65%
9,905
6,000
DFAC 		Dimensional U.S. Core Equity 2 ETF2025-03-31Reduce
-0.68%
●
32.42 ($34.71) 36.1
$34.62
-0.26%
Reduce -39.16%
71,504
-46,033
LLY 		Eli Lilly and Co2025-03-31Reduce
-0.38%
●
725.72 ($832.09) 929.72
$765.84
-7.96%
Reduce -44.13%
1,451
-1,146
MLCO 		Melco Resorts and Entertainment Ltd2025-03-31Add
+0.35%
●
5.27 ($5.63) 6.27
$6.09
8.17%
Add 171.43%
261,312
165,039
LYB 		LyondellBasell Industries NV2025-03-31New Buy
+0.32%
●
69.82 ($75.25) 78.67
$56.01
-25.57%
New holding
11,185
11,185
DFUS 		Dimensional U.S. Equity Market ETF2025-03-31Add
+0.31%
●
59.61 ($63.9) 66.74
$64.64
1.16%
Add 220.43%
18,207
12,525
AAPL 		Apple Inc2025-03-31Add
+0.29%
●
209.68 ($231.67) 247.1
$202.82
-12.45%
Add 9.48%
37,025
3,205
OCSL 		Oaktree Specialty Lending Corp2025-03-31Add
+0.28%
●
14.96 ($15.69) 16.12
$14.07
-10.33%
Add 110.38%
85,277
44,743
SRLN 		SPDR Blackstone Senior Loan ETF2025-03-31New Buy
+0.28%
●
41.02 ($41.59) 41.99
$41.15
-1.06%
New holding
16,712
16,712
DUHP 		Dimensional US High Profitability ETF2025-03-31Add
+0.26%
●
32.57 ($34.36) 35.83
$34.76
1.16%
Add 248.84%
27,440
19,574

Samalin Investment Counsel, LLC Total Holding History ($B)

To

Samalin Investment Counsel, LLC's Asset Allocation

To

Samalin Investment Counsel, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Samalin Investment Counsel, LLC's Hypothetical Growth since 2025-03-31

Samalin Investment Counsel, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Samalin Investment Counsel, LLC's Holdings Heat Map

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Samalin Investment Counsel, LLC's Holdings Bubble Chart

Samalin Investment Counsel, LLC News

  • 1

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