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Home > Institutional Investor > Samalin Investment Counsel, Llc > Profile

Instuitional Investor - Samalin Investment Counsel, Llc

Fund Profile
Filing Period:
Fund Name: Samalin Investment Counsel, Llc
Portfolio Value $246,722,528
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 37,025 $8,224,470 3.33%
2.
Vaneck Merk Gold Trust
 195,160 $5,882,137 2.38%
3.
Spdr S & P 500 Etf Trust
 SPY 9,501 $5,315,004 2.15%
4.
Berkshire Hathaway Inc
 BRK.A 8,494 $4,524,147 1.83%
5.
Microsoft Corp
 MSFT 11,258 $4,226,490 1.71%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)