Samalin Investment Counsel, LLC Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$261.0B

Holdings

294

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (294 positions)

StockValue
IBMINTERNATIONAL BUSINESS MACHS
$410.6M
IVEISHARES TR
$409.8M
RJFRAYMOND JAMES FINL INC
$405.7M
FQIDIGITAL RLTY TR INC
$401.1M
IGVISHARES TR
$399.7M
GNTGAMCO NAT RES GOLD & INCOME
$399.5M
RITMRITHM CAPITAL CORP
$399.1M
HYTBLACKROCK CORPOR HI YLD FD I
$398.7M
IIFMORGAN STANLEY INDIA INVT FD
$395.9M
INGING GROEP N.V.
$388.6M
RDDTREDDIT INC
$387.3M
IYCISHARES TR
$386.9M
AXPAMERICAN EXPRESS CO
$383.6M
EEMSISHARES INC
$381.7M
CMSCMS ENERGY CORP
$380.3M
AQLTISHARES TR
$379.4M
LVLNSPDR SERIES TRUST
$377.9M
PHPARKER-HANNIFIN CORP
$375.0M
PMTPENNYMAC MTG INVT TR
$375.0M
EQIXEQUINIX INC
$373.0M
IVWISHARES TR
$372.8M
CPSDCALAMOS ETF TR
$370.9M
DWDMORGAN STANLEY
$370.9M
WFCWELLS FARGO CO NEW
$370.5M
SCZISHARES TR
$370.3M
RDNTRADNET INC
$366.5M
DFAEDIMENSIONAL ETF TRUST
$366.2M
SPGIS&P GLOBAL INC
$358.0M
ELVELEVANCE HEALTH INC
$352.4M
IVOOVANGUARD ADMIRAL FDS INC
$351.7M
SPGSIMON PPTY GROUP INC NEW
$349.7M
FDLOFIDELITY COVINGTON TRUST
$345.0M
GPNGLOBAL PMTS INC
$344.8M
SBUXSTARBUCKS CORP
$343.0M
DFIVDIMENSIONAL ETF TRUST
$331.4M
CINFCINCINNATI FINL CORP
$330.2M
PAAPLAINS ALL AMERN PIPELINE L
$329.3M
IBITISHARES BITCOIN TRUST ETF
$322.5M
IBNICICI BANK LIMITED
$322.4M
DISVDIMENSIONAL ETF TRUST
$321.0M
BACVERIZON COMMUNICATIONS INC
$319.0M
INTUINTUIT
$314.1M
ZTSZOETIS INC
$307.5M
CIVICIVITAS RESOURCES INC
$303.9M
CLCOLGATE PALMOLIVE CO
$300.5M
IYJISHARES TR
$296.3M
BABOEING CO
$296.1M
NRANRG ENERGY INC
$295.9M
GDGENERAL DYNAMICS CORP
$295.6M
VOTVANGUARD INDEX FDS
$295.6M
EDCONSOLIDATED EDISON INC
$291.8M
AG8AGILENT TECHNOLOGIES INC
$288.3M
BMYBRISTOL-MYERS SQUIBB CO
$286.9M
DISDISNEY WALT CO
$286.4M
GBTCGRAYSCALE BITCOIN TRUST ETF
$285.1M
APLEAPPLE HOSPITALITY REIT INC
$283.7M
UBERUBER TECHNOLOGIES INC
$281.1M
HQLABRDN LIFE SCIENCES INVESTOR
$279.0M
NOCNORTHROP GRUMMAN CORP
$278.0M
TAT&T INC
$277.6M
REGNREGENERON PHARMACEUTICALS
$274.9M
SCHDSCHWAB STRATEGIC TR
$270.1M
CBCHUBB LIMITED
$269.9M
HIWHIGHWOODS PPTYS INC
$268.6M
SKTTANGER INC
$266.9M
IRMIRON MTN INC DEL
$261.4M
NKTXNKARTA INC
$259.7M
HAFNHAFNIA LTD
$258.2M
QCOMQUALCOMM INC
$254.1M
MAMASTERCARD INCORPORATED
$253.3M
OXYOCCIDENTAL PETE CORP
$252.7M
BABINVESCO EXCH TRADED FD TR II
$247.7M
KRGKITE RLTY GROUP TR
$243.1M
HCAHCA HEALTHCARE INC
$242.3M
DFAXDIMENSIONAL ETF TRUST
$240.8M
EWZISHARES INC
$238.7M
SOSOUTHERN CO
$237.0M
IDXXIDEXX LABS INC
$236.9M
HBC2HSBC HLDGS PLC
$231.4M
VICIVICI PPTYS INC
$230.7M
RLTYCOHEN & STEERS REAL ESTATE O
$228.3M
XLVSELECT SECTOR SPDR TR
$222.4M
UMHUMH PPTYS INC
$222.0M
APAAPA CORPORATION
$219.6M
RFREGIONS FINANCIAL CORP NEW
$218.4M
MSDLMORGAN STANLEY DIRECT LENDIN
$216.2M
AREALEXANDRIA REAL ESTATE EQ IN
$214.5M
MCHPMICROCHIP TECHNOLOGY INC.
$211.6M
AESAES CORP
$209.6M
LRCXLAM RESEARCH CORP
$209.5M
EDIVSPDR INDEX SHS FDS
$208.7M
BKNGBOOKING HOLDINGS INC
$202.6M
IVVWISHARES TR
$201.2M
GLPIGAMING & LEISURE PPTYS INC
$200.3M
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