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Samalin Investment Counsel

Latest statistics and disclosures from Samalin Investment Counsel's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, OUNZ, MSFT, SPY, ITOT, and represent 12.59% of Samalin Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: CGBD, META, LXP, PBDC, MSFT, XLU, VZ, XLK, BSV, NFLX.
Started 17 new stock positions in JMIA, IYH, COTY, LXP, IBB, FLG, PBDC, SLB, BSV, IYG. VGT, DOW, NUE, CGBD, EEMV, KYN, TRGP.
Reduced shares in these 10 stocks: NVDA, OCSL, JBLU, DOC, BNS, Lexington Realty Trust, MU, ALE, CI, IVV.
Sold out of its positions in ALE, APA, BNS, TCPC, BA, CI, Civitas Resources, Cohen & Steers Infrastructur, CAG, CTO.
Samalin Investment Counsel was a net seller of stock by $-8.5M.
Samalin Investment Counsel has $282M in assets under management (AUM), dropping by -2.98%.
Central Index Key (CIK): 0001544366

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Portfolio Holdings for Samalin Investment Counsel

Samalin Investment Counsel holds 312 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.7	$10M	+4%	38k	271.86	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	2.7	$7.7M	-2%	186k	41.48	View chart
Microsoft Corporation (MSFT)	2.3	$6.4M	+12%	13k	483.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$6.0M	-3%	8.9k	681.89	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.8	$5.0M	+2%	33k	148.69	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.7	$4.9M		18k	276.94	View chart
Ishares Tr Core Div Grwth (DGRO)	1.7	$4.8M	+4%	69k	69.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$4.6M		9.2k	502.62	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.6	$4.5M	+2%	47k	96.27	View chart
Spdr Gold Tr Gold Shs (GLD)	1.6	$4.4M	+4%	11k	396.33	View chart
Bank of America Corporation (BAC)	1.4	$4.0M		72k	55.00	View chart
NVIDIA Corporation (NVDA)	1.3	$3.6M	-48%	20k	186.50	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.2	$3.4M	+7%	40k	86.25	View chart
Meta Platforms Cl A (META)	1.2	$3.3M	+34%	5.1k	660.06	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$3.3M	+4%	83k	39.59	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	1.1	$3.1M	+9%	62k	50.84	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.1	$3.1M	+6%	63k	48.75	View chart
Ishares Tr Tips Bd Etf (TIP)	1.1	$3.0M		28k	109.91	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.1	$3.0M	+3%	36k	82.82	View chart
MPLX Com Unit Rep Ltd (MPLX)	1.1	$3.0M	-2%	56k	53.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$2.9M	-11%	4.8k	614.35	View chart
JPMorgan Chase & Co. (JPM)	1.0	$2.9M	-3%	8.9k	322.20	View chart
Tesla Motors (TSLA)	0.9	$2.6M		5.9k	449.76	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.9	$2.6M	-5%	12k	224.68	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.9	$2.4M	+20%	52k	47.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$2.3M	+4%	19k	120.18	View chart
Eaton Corp SHS (ETN)	0.8	$2.3M	-4%	7.2k	318.49	View chart
Enterprise Products Partners (EPD)	0.8	$2.3M	-3%	71k	32.06	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.8	$2.1M		99k	21.55	View chart
UnitedHealth (UNH)	0.7	$1.9M		5.7k	330.13	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$1.9M	+6%	40k	46.59	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.7	$1.8M	-10%	130k	14.18	View chart
Cohen & Steers Quality Income Realty (RQI)	0.6	$1.8M	+2%	154k	11.42	View chart
Apollo Global Mgmt (APO)	0.6	$1.7M		12k	144.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.7M	-12%	5.4k	312.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.7M	+3%	19k	88.49	View chart
Amazon (AMZN)	0.6	$1.6M	-7%	6.8k	230.83	View chart
Ares Capital Corporation (ARCC)	0.6	$1.6M	+5%	78k	20.23	View chart
Abrdn Healthcare Investors Sh Ben Int (HQH)	0.5	$1.5M	-11%	82k	18.94	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.5	$1.5M	+4%	21k	74.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$1.5M	+2%	7.8k	191.55	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.5	$1.4M	+2%	28k	51.80	View chart
Procter & Gamble Company (PG)	0.5	$1.4M		9.9k	143.31	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$1.4M		25k	54.71	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.5	$1.4M	+94%	33k	42.69	View chart
Broadcom (AVGO)	0.5	$1.4M	-9%	4.0k	346.08	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$1.4M	-2%	29k	47.95	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.5	$1.4M	-4%	34k	39.50	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$1.3M	+6%	19k	69.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.3M	-24%	2.0k	685.00	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.5	$1.3M		31k	42.56	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.4	$1.2M		30k	41.55	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$1.2M	+8%	2.6k	480.61	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$1.2M	+89%	8.6k	143.97	View chart
Johnson & Johnson (JNJ)	0.4	$1.2M	+2%	5.9k	206.94	View chart
Tcg Bdc (CGBD)	0.4	$1.2M	NEW	98k	12.49	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$1.2M	+6%	31k	38.03	View chart
Royce Value Trust (RVT)	0.4	$1.2M	-4%	72k	16.10	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.4	$1.1M		48k	23.66	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.4	$1.1M	-3%	87k	12.90	View chart
Opera Sponsored Ads (OPRA)	0.4	$1.1M	-2%	78k	14.16	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$1.1M	+5%	29k	38.11	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP)	0.4	$1.1M	-5%	278k	3.84	View chart
Ero Copper Corp (ERO)	0.4	$1.1M		38k	28.29	View chart
Omega Healthcare Investors (OHI)	0.4	$1.1M		24k	44.34	View chart
Home Depot (HD)	0.4	$1.0M	-3%	3.0k	344.09	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.4	$1.0M	-8%	54k	19.13	View chart
Reddit Cl A (RDDT)	0.4	$1.0M	-12%	4.4k	229.87	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.4	$1.0M	-3%	73k	13.84	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$1.0M	+6%	30k	34.21	View chart
Owl Rock Capital Corporation (OBDC)	0.4	$1.0M	-6%	82k	12.43	View chart
Realty Income (O)	0.4	$1.0M		18k	56.37	View chart
Wp Carey (WPC)	0.4	$1.0M		16k	64.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$979k	+7%	15k	66.00	View chart
Eli Lilly & Co. (LLY)	0.3	$976k	+3%	908.00	1074.30	View chart
Visa Com Cl A (V)	0.3	$972k	-4%	2.8k	350.66	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.3	$967k	-4%	71k	13.54	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.3	$965k		119k	8.11	View chart
Verizon Communications (VZ)	0.3	$940k	+195%	23k	40.73	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$919k	-13%	2.9k	313.76	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.3	$917k	-19%	72k	12.78	View chart
Hancock John Finl Opptys Sh Ben Int New (BTO)	0.3	$911k		26k	35.08	View chart
Cohen & Steers REIT/P (RNP)	0.3	$904k		46k	19.86	View chart
Goldman Sachs (GS)	0.3	$899k	+7%	1.0k	879.31	View chart
Micron Technology (MU)	0.3	$895k	-42%	3.1k	285.39	View chart
Flaherty & Crumrine Dynamic SHS (DFP)	0.3	$891k	-6%	43k	20.79	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$862k	-4%	52k	16.49	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$862k	-3%	49k	17.71	View chart
Calamos (CCD)	0.3	$859k	+3%	41k	20.86	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$859k	+8%	5.6k	154.13	View chart
Frontview Reit (FVR)	0.3	$857k	-2%	58k	14.76	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$846k		1.4k	603.31	View chart
Westlake Chem Partners Com Unit Rp Lp (WLKP)	0.3	$842k	+53%	44k	19.00	View chart
Chevron Corporation (CVX)	0.3	$841k	-5%	5.5k	152.41	View chart
Rivernorth Managed (RMM)	0.3	$839k	+4%	62k	13.61	View chart
Cohen & Steers Total Return Real (RFI)	0.3	$834k	-5%	76k	11.05	View chart
McDonald's Corporation (MCD)	0.3	$833k	-7%	2.7k	305.63	View chart
Blackrock Res & Commodities SHS (BCX)	0.3	$820k	+11%	75k	10.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$817k		3.7k	219.75	View chart
Global Ship Lease Com Cl A (GSL)	0.3	$810k		23k	35.04	View chart
Apollo Commercial Real Est. Finance (ARI)	0.3	$810k	+2%	84k	9.68	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$802k	+2%	7.7k	103.56	View chart
Palantir Technologies Cl A (PLTR)	0.3	$799k	-17%	4.5k	177.75	View chart
LXP Industrial Trust (LXP)	0.3	$781k	NEW	16k	49.58	View chart
Abbvie (ABBV)	0.3	$771k		3.4k	228.49	View chart
Putnam Etf Trust Bdc Income Etf (PBDC)	0.3	$747k	NEW	24k	30.60	View chart
Celestica (CLS)	0.3	$747k	-17%	2.5k	295.57	View chart
Altria (MO)	0.3	$746k	-4%	13k	57.66	View chart
Merck & Co (MRK)	0.3	$742k		7.0k	105.27	View chart
Agnc Invt Corp Com reit (AGNC)	0.3	$736k	-3%	69k	10.72	View chart
Wal-Mart Stores (WMT)	0.3	$734k	+4%	6.6k	111.40	View chart
Amgen (AMGN)	0.3	$733k	+5%	2.2k	327.33	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$725k		9.5k	76.23	View chart
Citigroup Com New (C)	0.3	$719k	+5%	6.2k	116.68	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.3	$710k	+21%	68k	10.48	View chart
Hewlett Packard Enterprise C 7.625 Mand Conv (HPE.PC)	0.3	$707k	+2%	11k	66.69	View chart
Flex Ord (FLEX)	0.2	$705k	-16%	12k	60.42	View chart
Medical Properties Trust (MPT)	0.2	$704k	-14%	141k	5.00	View chart
Community Healthcare Tr (CHCT)	0.2	$704k	+5%	43k	16.42	View chart
Microchip Technology Dep Shs Repstg (MCHPP)	0.2	$696k		12k	58.28	View chart
Annaly Capital Management In Com New (NLY)	0.2	$693k		31k	22.36	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$689k	+5%	9.7k	71.41	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$686k	+2%	12k	59.28	View chart
Algonquin Power & Utilities equs (AQN)	0.2	$680k		111k	6.15	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.2	$667k		9.2k	72.27	View chart
Xplr Infrastructure Com Unit Part In (XIFR)	0.2	$667k	-7%	67k	10.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$658k		3.4k	191.00	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.2	$657k	-12%	105k	6.28	View chart
Brightspire Capital Com Cl A (BRSP)	0.2	$639k		114k	5.60	View chart
Ramaco Res Com Cl B (METCB)	0.2	$637k	-5%	54k	11.75	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.2	$632k	+6%	13k	49.90	View chart
Oracle Corporation (ORCL)	0.2	$631k	-2%	3.2k	194.88	View chart
Dimensional Etf Trust International (DFSI)	0.2	$630k	+6%	15k	42.85	View chart
Capital Southwest Corporation (CSWC)	0.2	$628k	+8%	28k	22.15	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.2	$627k	+6%	55k	11.31	View chart
Exxon Mobil Corporation (XOM)	0.2	$623k	-24%	5.2k	120.35	View chart
Pfizer (PFE)	0.2	$614k	-5%	25k	24.90	View chart
Solar Cap (SLRC)	0.2	$611k	+11%	40k	15.46	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$611k		3.1k	199.69	View chart
Cohen & Steers infrastucture Fund (UTF)	0.2	$606k	+5%	25k	24.11	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.2	$605k	+2%	25k	24.73	View chart
Triplepoint Venture Gr Bdc cs (TPVG)	0.2	$604k		92k	6.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$603k	+49%	4.9k	123.26	View chart
High Income Secs Shs Ben Int (PCF)	0.2	$600k	+6%	98k	6.15	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.2	$589k	-11%	16k	36.58	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.2	$589k	+3%	14k	41.27	View chart
Oxford Lane Cap Corp (OXLC)	0.2	$579k	-20%	40k	14.64	View chart
Kkr & Co (KKR)	0.2	$579k	-12%	4.5k	127.48	View chart
Jackson Financial Com Cl A (JXN)	0.2	$576k		5.4k	106.66	View chart
Novo-nordisk A S Adr (NVO)	0.2	$576k	+5%	11k	50.88	View chart
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)	0.2	$576k		52k	10.99	View chart
Nextera Energy (NEE)	0.2	$573k	-3%	7.1k	80.28	View chart
Ares Coml Real Estate (ACRE)	0.2	$571k	-14%	120k	4.78	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.2	$561k	+2%	14k	40.90	View chart
National Retail Properties (NNN)	0.2	$555k	+5%	14k	39.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$551k	+5%	5.7k	96.03	View chart
Spotify Technology S A SHS (SPOT)	0.2	$550k	-9%	947.00	580.71	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.2	$549k	-35%	13k	43.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$546k	NEW	6.9k	78.81	View chart
Netflix (NFLX)	0.2	$536k	+953%	5.7k	93.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$536k	-4%	3.8k	141.15	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$529k		5.0k	106.71	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$522k	+6%	2.1k	246.17	View chart
Highland Opps & Income Highland Income (HFRO)	0.2	$503k	-19%	84k	5.98	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$502k	+6%	5.5k	91.40	View chart
Kimbell Rty Partners Unit (KRP)	0.2	$500k	+286%	43k	11.76	View chart
Abbott Laboratories (ABT)	0.2	$496k	-3%	4.0k	125.28	View chart
Cameco Corporation (CCJ)	0.2	$491k	-2%	5.4k	91.49	View chart
Coupang Cl A (CPNG)	0.2	$482k		20k	23.59	View chart
Orion Office Reit Inc-w/i (ONL)	0.2	$480k		212k	2.26	View chart
Ing Groep Sponsored Adr (ING)	0.2	$477k	-5%	17k	28.00	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.2	$476k	-4%	6.2k	76.49	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.2	$475k	+3%	45k	10.63	View chart
Automatic Data Processing (ADP)	0.2	$468k		1.8k	257.21	View chart
RadNet (RDNT)	0.2	$460k		6.4k	71.35	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$458k	+78%	2.2k	212.08	View chart
Wells Fargo & Company (WFC)	0.2	$455k		4.9k	93.20	View chart
National Grid Sponsored Adr Ne (NGG)	0.2	$451k		5.8k	77.35	View chart
Spdr Series Trust State Street Spd (KRE)	0.2	$449k	+8%	6.9k	64.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$449k	+6%	5.0k	89.45	View chart
Spdr Series Trust State Street Spd (KBE)	0.2	$449k		7.4k	60.69	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.2	$441k	+8%	6.5k	67.48	View chart
Union Pacific Corporation (UNP)	0.2	$440k	-3%	1.9k	231.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$438k	+2%	699.00	627.03	View chart
Parker-Hannifin Corporation (PH)	0.2	$438k	-3%	499.00	878.25	View chart
Sabra Health Care REIT (SBRA)	0.2	$438k		23k	18.94	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$437k	+7%	5.6k	77.53	View chart
Cisco Systems (CSCO)	0.2	$431k		5.6k	77.03	View chart
Xai Octagon Floatng Rate Alt (XFLT)	0.2	$431k	-18%	90k	4.80	View chart
American Express Company (AXP)	0.2	$431k		1.2k	370.02	View chart
International Business Machines (IBM)	0.2	$426k		1.4k	296.15	View chart
Eagle Pt Cr (ECC)	0.1	$422k	-13%	73k	5.76	View chart
Rithm Capital Corp Com New (RITM)	0.1	$421k	+5%	39k	10.90	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$411k		13k	32.57	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$409k	+3%	8.2k	49.90	View chart
Morgan Stanley Com New (MS)	0.1	$407k	-11%	2.3k	177.53	View chart
Costco Wholesale Corporation (COST)	0.1	$407k	-21%	471.00	863.03	View chart
Linde SHS (LIN)	0.1	$406k	-11%	951.00	426.45	View chart
Etf Ser Solutions Hoya Capt Hi Div (RIET)	0.1	$404k		44k	9.29	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$402k	-2%	521.00	771.84	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$401k		3.9k	103.12	View chart
Cincinnati Financial Corporation (CINF)	0.1	$398k		2.4k	163.30	View chart
Sea Sponsord Ads (SE)	0.1	$396k		3.1k	127.58	View chart
Cbre Clarion Global Real Estat re (IGR)	0.1	$393k	-4%	90k	4.38	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$386k		3.7k	105.70	View chart
Raymond James Financial (RJF)	0.1	$385k	-4%	2.4k	160.56	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$384k	-23%	22k	17.66	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$384k	+2%	10k	38.00	View chart
Starwood Property Trust (STWD)	0.1	$384k	-28%	21k	18.01	View chart
Simon Property (SPG)	0.1	$379k		2.0k	185.10	View chart
Gamco Nat Res Gold & Income Sh Ben Int (GNT)	0.1	$373k	-8%	50k	7.45	View chart
Lam Research Corp Com New (LRCX)	0.1	$369k		2.2k	171.14	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$368k		5.5k	66.75	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$368k	-35%	1.5k	252.93	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$363k	-2%	41k	8.90	View chart
Honeywell International (HON)	0.1	$361k	-19%	1.9k	195.14	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$357k	-13%	1.3k	268.39	View chart
CMS Energy Corporation (CMS)	0.1	$357k	-4%	5.1k	69.92	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$352k		3.1k	111.81	View chart
Digital Realty Trust (DLR)	0.1	$342k	-4%	2.2k	154.70	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$337k	+2%	19k	17.96	View chart
PennyMac Mortgage Investment Trust (PMT)	0.1	$334k		27k	12.55	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$327k	-12%	6.1k	53.83	View chart
Amphenol Corp Cl A (APH)	0.1	$326k	+30%	2.4k	135.16	View chart
Morgan Stanley India Investment Fund (IIF)	0.1	$325k		13k	24.98	View chart
S&p Global (SPGI)	0.1	$323k	-5%	619.00	522.51	View chart
Ishares Msci Brazil Etf (EWZ)	0.1	$320k	+15%	10k	31.77	View chart
Hecla Mining Company (HL)	0.1	$317k	-15%	17k	19.19	View chart
Equinix (EQIX)	0.1	$317k	-11%	413.00	767.04	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$309k		2.1k	148.14	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$307k		3.9k	78.67	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$302k	-49%	2.1k	141.06	View chart
General Dynamics Corporation (GD)	0.1	$299k	-13%	888.00	336.64	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$296k		8.9k	33.37	View chart
IDEXX Laboratories (IDXX)	0.1	$296k		438.00	675.99	View chart
Chubb (CB)	0.1	$294k	-2%	941.00	312.25	View chart
Consolidated Edison (ED)	0.1	$291k		2.9k	99.30	View chart
Las Vegas Sands (LVS)	0.1	$290k		4.5k	65.09	View chart
Bristol Myers Squibb (BMY)	0.1	$288k	-3%	5.3k	53.94	View chart
Northrop Grumman Corporation (NOC)	0.1	$287k	-4%	503.00	570.31	View chart
Starbucks Corporation (SBUX)	0.1	$285k	-11%	3.4k	84.21	View chart
Icici Bank Adr (IBN)	0.1	$284k		9.5k	29.80	View chart
Expedia Group Com New (EXPE)	0.1	$282k		997.00	283.28	View chart
Qualcomm (QCOM)	0.1	$282k		1.7k	171.05	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$281k	+3%	8.6k	32.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$280k		10k	27.43	View chart
Nkarta (NKTX)	0.1	$278k	+7%	150k	1.85	View chart
Agilent Technologies Inc C ommon (A)	0.1	$278k	-12%	2.0k	136.10	View chart
Hca Holdings (HCA)	0.1	$275k	-6%	589.00	466.70	View chart
Nrg Energy Com New (NRG)	0.1	$271k	-7%	1.7k	159.21	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$268k	-24%	14k	19.13	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$268k	NEW	22k	12.38	View chart
Alexandria Real Estate Equities (ARE)	0.1	$264k	+121%	5.4k	48.94	View chart
Global Med Reit Com New (GMRE)	0.1	$262k	-4%	7.8k	33.74	View chart
Uber Technologies (UBER)	0.1	$260k	-5%	3.2k	81.71	View chart
At&t (T)	0.1	$257k	+5%	10k	24.84	View chart
Kite Rlty Group Tr Com New (KRG)	0.1	$256k	-21%	11k	23.97	View chart
Anthem (ELV)	0.1	$255k	-12%	728.00	350.43	View chart
Taseko Cad (TGB)	0.1	$255k		45k	5.66	View chart
Walt Disney Company (DIS)	0.1	$254k	-3%	2.2k	113.76	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$254k	NEW	4.0k	64.04	View chart
Microchip Technology (MCHP)	0.1	$253k	-10%	4.0k	63.72	View chart
Intuit (INTU)	0.1	$248k		374.00	662.50	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$244k	+2%	1.6k	154.80	View chart
Highwoods Properties (HIW)	0.1	$241k	+2%	9.3k	25.82	View chart
Western Union Company (WU)	0.1	$240k		26k	9.31	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$240k	-17%	859.00	279.10	View chart
SLB Com Stk (SLB)	0.1	$237k	NEW	6.2k	38.38	View chart
Centerspace (CSR)	0.1	$236k	-4%	3.5k	66.72	View chart
Southern Company (SO)	0.1	$235k		2.7k	87.19	View chart
Mastercard Incorporated Cl A (MA)	0.1	$232k	-7%	407.00	570.85	View chart
Cohen & Steers Real Estate O Shs Benfin Int (RLTY)	0.1	$224k		15k	14.70	View chart
Regions Financial Corporation (RF)	0.1	$224k	-7%	8.3k	27.10	View chart
Amplify Etf Tr Cef High Income (YYY)	0.1	$224k	+88%	19k	11.51	View chart
Welltower Inc Com reit (WELL)	0.1	$223k	-3%	1.2k	185.57	View chart
Apple Hospitality Reit Com New (APLE)	0.1	$221k	-23%	19k	11.85	View chart
Nucor Corporation (NUE)	0.1	$218k	NEW	1.3k	163.09	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.1	$217k		5.6k	39.15	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$215k		576.00	373.53	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$214k	NEW	3.3k	65.10	View chart
Iron Mountain (IRM)	0.1	$214k		2.6k	82.94	View chart
Dow (DOW)	0.1	$213k	NEW	9.1k	23.38	View chart
Greystone Housing Impact Inv Ben Unit Ctf (GHI)	0.1	$211k	-39%	31k	6.89	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.1	$210k	-3%	7.7k	27.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$209k	NEW	278.00	752.85	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$208k	NEW	1.2k	168.74	View chart
Colgate-Palmolive Company (CL)	0.1	$208k	-14%	2.6k	79.01	View chart
Norfolk Southern (NSC)	0.1	$206k		712.00	288.85	View chart
Targa Res Corp (TRGP)	0.1	$206k	NEW	1.1k	184.51	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$202k	NEW	2.2k	92.25	View chart
UMH Properties (UMH)	0.1	$199k	-27%	13k	15.91	View chart
Banco Santander Sa Adr (SAN)	0.1	$195k		17k	11.73	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.1	$193k	+17%	16k	11.85	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.1	$167k		12k	13.74	View chart
Ladder Cap Corp Cl A (LADR)	0.1	$164k		15k	10.99	View chart
Summit Hotel Properties (INN)	0.1	$155k	-9%	32k	4.87	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.1	$153k	NEW	12k	12.49	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$150k	+40%	16k	9.28	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	0.0	$141k	-15%	42k	3.33	View chart
Arbor Realty Trust (ABR)	0.0	$135k	+29%	17k	7.76	View chart
Flagstar Bank National Assoc Com New (FLG)	0.0	$131k	NEW	10k	12.59	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$128k	-21%	25k	5.16	View chart
Hafnia SHS (HAFN)	0.0	$107k	-28%	20k	5.33	View chart
Melco Resorts And Entmnt Adr (MLCO)	0.0	$104k		14k	7.57	View chart
New Gold Inc Cda (NGD)	0.0	$90k		10k	8.71	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.0	$80k	+3%	22k	3.71	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$79k	-54%	10k	7.83	View chart
Plug Power Com New (PLUG)	0.0	$70k	+255%	36k	1.97	View chart
Prospect Capital Corporation (PSEC)	0.0	$51k	-26%	20k	2.59	View chart
Coty Com Cl A (COTY)	0.0	$49k	NEW	16k	3.08	View chart
Ready Cap Corp Com reit (RC)	0.0	$40k	+52%	18k	2.18	View chart
U S Global Invs Cl A (GROW)	0.0	$40k	-50%	16k	2.41	View chart

Past Filings by Samalin Investment Counsel

SEC 13F filings are viewable for Samalin Investment Counsel going back to 2019

Samalin Investment Counsel 2025 Q4 filed Jan. 30, 2026
Samalin Investment Counsel 2025 Q3 filed Oct. 30, 2025
Samalin Investment Counsel 2025 Q2 filed Aug. 7, 2025
Samalin Investment Counsel 2025 Q1 filed May 14, 2025
Samalin Investment Counsel 2024 Q4 filed Feb. 11, 2025
Samalin Investment Counsel 2024 Q3 filed Nov. 13, 2024
Samalin Investment Counsel 2024 Q2 filed Aug. 13, 2024
Samalin Investment Counsel 2024 Q1 filed May 13, 2024
Samalin Investment Counsel 2023 Q3 filed Nov. 13, 2023
Samalin Investment Counsel 2023 Q2 filed Aug. 3, 2023
Samalin Investment Counsel 2023 Q1 filed May 9, 2023
Samalin Investment Counsel 2022 Q4 filed Feb. 10, 2023
Samalin Investment Counsel 2022 Q3 filed Nov. 10, 2022
Samalin Investment Counsel 2022 Q1 restated filed Oct. 14, 2022
Samalin Investment Counsel 2021 Q4 restated filed Oct. 14, 2022
Samalin Investment Counsel 2021 Q3 restated filed Oct. 14, 2022

View all past filings

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