• 13F History

Samalin Investment Counsel, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$233M
Signature - Title
Maria J. McKee - Compliance Associate
Location
Chappaqua, NY
Summary
This page shows a list of all the recent 13F filings made by Samalin Investment Counsel, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Samalin Investment Counsel, LLC reported 293 stock holdings with total value $233M as of Q4 2024. Top holdings included AAPL, SPY, OUNZ, MSFT, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 293 $233M +$20.4M -$15.4M +$5.07M AAPL, SPY, OUNZ, MSFT, NVDA 13F-HR 2/11/2025, 01:45 PM
Q3 2024 284 $230M +$15M -$11M +$3.99M AAPL, SPY, OUNZ, DFAC, MSFT 13F-HR 11/13/2024, 09:01 AM
Q2 2024 274 $214M +$14.5M -$9.68M +$4.84M AAPL, SPY, MSFT, DFAC, NVDA 13F-HR 8/13/2024, 09:54 AM
Q1 2024 275 $208M +$16.8M -$14.7M +$2.08M AAPL, SPY, DFAC, MSFT, OUNZ 13F-HR 5/13/2024, 10:28 AM
Q4 2023 271 $198M +$23.4M -$13.2M +$10.2M AAPL, SPY, MSFT, DFAC, OUNZ 13F-HR 2/14/2024, 10:30 AM
Q3 2023 285 $174M +$16.7M -$21M -$4.3M AAPL, MSFT, DFAC, OUNZ, SPY 13F-HR 11/13/2023, 11:33 AM
Q2 2023 276 $185M +$24.6M -$7.32M +$17.3M AAPL, SPY, TIP, EFAV, MSFT 13F-HR 8/3/2023, 10:40 AM
Q1 2023 262 $166M +$12.7M -$6.35M +$6.32M AAPL, TIP, EFAV, OUNZ, SPY 13F-HR 5/9/2023, 12:50 PM
Q4 2022 250 $158M +$24.5M -$6.27M +$18.3M AAPL, TIP, EFAV, OUNZ, HTD 13F-HR 2/10/2023, 03:51 PM
Q3 2022 230 $136M +$12.1M -$3.12M +$8.99M AAPL, TIP, EFAV, HTD, SPY 13F-HR 11/10/2022, 12:54 PM
Q2 2022 228 $142M +$12.5M -$3.89M +$8.65M AAPL, TIP, HTD, EFAV, MSFT 13F-HR 8/15/2022, 02:35 PM
Q1 2022 248 $165M +$18.3M -$5.69M +$12.6M AAPL, TIP, MSFT, SPY, HTD Restatement 10/13/2022, 05:44 PM
Q4 2021 254 $167M +$14.9M -$6.96M +$7.97M AAPL, SPY, TIP, MSFT, HTD Restatement 10/13/2022, 05:44 PM
Q3 2021 238 $154M +$12.7M -$9.81M +$2.9M AAPL, SPY, TIP, EEM, HTD Restatement 10/13/2022, 05:44 PM
Q2 2021 233 $154M +$10.5M -$14.4M -$3.92M AAPL, TIP, SPY, HTD, EEM Restatement 10/13/2022, 05:45 PM
Q1 2021 230 $149M +$19.1M -$10.3M +$8.86M AAPL, TIP, HTD, SPY, EEM 13F-HR 5/11/2021, 04:47 PM
Q4 2020 223 $133M +$22.2M -$8.72M +$13.5M AAPL, TIP, HTD, EFAV, IJH Restatement 10/13/2022, 05:45 PM
Q3 2020 200 $112M +$24.1M -$4.69M +$19.4M AAPL, IJH, TIP, EFAV, HTD Restatement 10/13/2022, 05:46 PM
Q2 2020 169 $95.5M +$16.2M -$6.62M +$9.55M AAPL, IJH, TIP, HTD, EFAV 13F-HR 8/5/2020, 11:08 AM
Q1 2020 146 $74.7M +$6.72M -$4.94M +$1.79M TIP, AAPL, IJH, HTD, EFAV 13F-HR 5/4/2020, 12:02 PM
Q4 2019 519 $119M IJH, TIP, AAPL, HTD, EFAV 13F-HR 2/5/2020, 02:50 PM