Samalin Investment Counsel, LLC

Q2 2025 13F-HR Holdings

Location
Chappaqua, NY
Holdings as of
6/30/2025
Date filed
8/7/2025
Form type
13F-HR
Num holdings
295
Total value ($000)
$260,993
Net value change ($000)
—
New positions
294
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: — Next filing: 10/30/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 7,609 —
MSFT 5,733 —
SPY 5,669 —
OUNZ 5,403 —
NVDA 4,917 —
IWY 4,548 —
BRK-B 4,406 —
ITOT 4,399 —
DGRO 4,038 —
IWR 4,016 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 569 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type