Samalin Investment Counsel, LLC

RIA/Wealth

Samalin Investment Counsel, LLC is a RIA/Wealth based in Chappaqua, NY led by Andrew Evan Samalin, reporting $420.6M in AUM as of Q3 2025 with 35% ETF concentration.

Managing PartnerAndrew Evan Samalin

Portfolio Value: $289.2M
Positions: 325
Top Holding: AAPL at 3.24%
Last Reported: Q3 2025

Address297 King Street, Chappaqua, NY, 10514, United States

Top Holdings

Largest long holdings in Samalin Investment Counsel, LLC's portfolio (20.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$9.4M	3.24%	-$73.1K Sold	0.00% 36.8K shares	Q4 2019 Held for 5y 11m
2 OUNZ VanEck Merk Gold Trust OUNZ	Unknown Unknown	$7.1M	2.46%	+$821.6K Bought	— 191.5K shares	Q4 2022 Held for 2y 11m
3 Nvidia NVDA	Semiconductors Technology	$6.4M	2.21%	+$595.2K Bought	0.00% 34.3K shares	Q4 2019 Held for 5y 11m
4 SPDR S&P 500 ETF Trust SPY	ETF ETF	$6.1M	2.12%	+$8.7K Bought	— 9.2K shares	Q4 2019 Held for 5y 11m
5 Microsoft MSFT	Software - Infrastructure Technology	$6.0M	2.08%	+$51.8K Bought	0.00% 11.6K shares	Q4 2019 Held for 5y 11m
6 iShares Russell Top 200 Growth IWY	ETF ETF	$4.8M	1.68%	-$200.6K Sold	— 17.7K shares	Q3 2020 Held for 5y 2m
7 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$4.7M	1.64%	+$2.9K Bought	— 32.6K shares	Q3 2020 Held for 5y 2m
8 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$4.6M	1.58%	+$13.1K Bought	0.00% 9.1K shares	Q4 2019 Held for 5y 11m
9 iShares Core Dividend Growth DGRO	ETF ETF	$4.5M	1.55%	+$170.3K Bought	— 65.7K shares	Q4 2019 Held for 5y 11m
10 iShares Russell Mid-Cap ETF IWR	ETF ETF	$4.4M	1.53%	+$221.4K Bought	— 46.0K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Samalin Investment Counsel, LLC's latest filing

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Market Value

$289.2M

Prior: $258.5M

Q/Q Change

+11.91%

+$30.8M

Net Flows % of MV

+2.62%

Turnover Ratio

5.24%

New Purchases

10 stocks

$2.6M

Added To

181 stocks

+$14.1M

Sold Out Of

6 stocks

$2.1M

Reduced Holdings

100 stocks

-$7.1M

Increased Positions

Position	Shares Δ	Change
1 Ramaco Resources, Inc. METCB	New	0 → 57.7K +$971.6K
2 ETH Grayscale Ethereum Mini Trust ETH	New	0 → 7.4K +$288.0K
3 Hecla Mining HL	New	0 → 19.5K +$236.1K
4 Centerspace CSR	New	0 → 3.7K +$219.3K
5 Western Union WU	New	0 → 26.0K +$207.8K

Decreased Positions

Position	Shares Δ	Change
1 NICE NICE NICE	Sold	3.1K → 0 −$527.7K
2 iREIT MarketVector Quality REIT Index IRET	Sold	24.2K → 0 −$465.4K
3 Chord Energy CHRD	Sold	4.6K → 0 −$444.2K
4 AES AES	Sold	19.9K → 0 −$209.6K
5 Booking Holdings Inc. BKNG	Sold	35.0 → 0 −$202.6K

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Analytics

Portfolio insights and performance metrics for Samalin Investment Counsel, LLC

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Sector Allocation

ETF

35.40%

Technology

10.80%

Financial Services

10.50%

Real Estate

6.50%

Energy

4.10%

Healthcare

3.50%

Communication Services

2.90%

Industrials

2.90%

Consumer Cyclical

2.80%

Consumer Defensive

1.60%

Basic Materials

1.20%

Utilities

1.00%

Market Cap Distribution

Mega Cap (> $200B)

22.15%

Large Cap ($10B - $200B)

16.28%

Mid Cap ($2B - $10B)

4.27%

Small Cap ($300M - $2B)

4.59%

Micro Cap ($50M - $300M)

0.98%

Nano Cap (< $50M)

0.13%

N/A (ETF or Unknown)

51.61%

Portfolio Concentration

Top 10 Holdings %

20.09%

Top 20 Holdings %

31.0%

Top 50 Holdings %

50.39%

Top 100 Holdings %

68.21%