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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, NVDA, SPY, MSFT, and represent 12.29% of Samalin Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: BAC, JBLU, METCB, Oxford Lane Cap Corp, RMM, OUNZ, NVDA, RDDT, UNH, DIA.
Started 43 new stock positions in PSEC, TGB, IWB, ORLY, ABR, KRP, GROW, RC, JBLU, BBD.
Reduced shares in these 10 stocks: MLCO, OXLC, SNREY, CLS, NICE, IRET, CHRD, CPNQ, CPSD, ONL.
Sold out of its positions in AES, BKNG, CPSD, CPNQ, IVVW, NICE, CHRD, OXLC, SNREY, IRET.
Samalin Investment Counsel was a net buyer of stock by $13M.
Samalin Investment Counsel has $291M in assets under management (AUM), dropping by 11.35%.
Central Index Key (CIK): 0001544366

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Portfolio Holdings for Samalin Investment Counsel

Samalin Investment Counsel holds 327 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.2	$9.4M		37k	254.63	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	2.5	$7.1M	+13%	192k	37.19	View chart
NVIDIA Corporation (NVDA)	2.4	$7.1M	+9%	38k	186.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$6.1M		9.2k	666.14	View chart
Microsoft Corporation (MSFT)	2.1	$6.0M		12k	517.97	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.7	$4.8M	-3%	18k	273.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.6	$4.7M		33k	145.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$4.6M		9.1k	502.76	View chart
Ishares Tr Core Div Grwth (DGRO)	1.5	$4.5M	+3%	66k	68.08	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.5	$4.4M	+5%	46k	96.55	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$3.7M		11k	355.45	View chart
Bank of America Corporation (BAC)	1.3	$3.7M	+156%	72k	51.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$3.2M	+18%	5.3k	600.33	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.1	$3.1M	+2%	37k	84.83	View chart
Ishares Tr Tips Bd Etf (TIP)	1.1	$3.1M	+10%	28k	111.22	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$3.1M		80k	38.57	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$2.9M	+7%	35k	82.96	View chart
JPMorgan Chase & Co. (JPM)	1.0	$2.9M		9.2k	315.42	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.0	$2.9M	+6%	59k	48.84	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	1.0	$2.9M	+11%	56k	50.99	View chart
MPLX Com Unit Rep Ltd (MPLX)	1.0	$2.8M	+8%	57k	49.95	View chart
Eaton Corp SHS (ETN)	1.0	$2.8M		7.6k	374.23	View chart
Meta Platforms Cl A (META)	0.9	$2.7M	+16%	3.7k	734.39	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.9	$2.7M	-3%	12k	222.17	View chart
Tesla Motors (TSLA)	0.9	$2.6M		5.9k	444.74	View chart
Enterprise Products Partners (EPD)	0.8	$2.3M	+9%	74k	31.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$2.2M	+7%	19k	118.83	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.8	$2.2M	+5%	146k	14.94	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.7	$2.1M	+3%	97k	21.71	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.7	$2.0M	+4%	43k	46.93	View chart
UnitedHealth (UNH)	0.7	$1.9M	+37%	5.6k	345.31	View chart
Cohen & Steers Quality Income Realty (RQI)	0.6	$1.9M	+2%	151k	12.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.7M		2.6k	669.40	View chart
Abrdn Healthcare Investors Sh Ben Int (HQH)	0.6	$1.7M	+5%	92k	18.46	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$1.7M	+2%	38k	44.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.7M	+33%	18k	91.42	View chart
Opera Sponsored Ads (OPRA)	0.6	$1.6M		80k	20.64	View chart
Amazon (AMZN)	0.6	$1.6M		7.4k	219.56	View chart
Apollo Global Mgmt (APO)	0.5	$1.6M		12k	133.27	View chart
Procter & Gamble Company (PG)	0.5	$1.5M		9.9k	153.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.5M	+2%	6.2k	243.11	View chart
Ares Capital Corporation (ARCC)	0.5	$1.5M	+2%	73k	20.41	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.5	$1.5M	+4%	27k	53.27	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$1.5M		17k	87.21	View chart
Broadcom (AVGO)	0.5	$1.4M	-2%	4.4k	329.91	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.5	$1.4M		20k	72.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$1.4M		7.6k	189.70	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$1.4M	+6%	30k	48.19	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.5	$1.4M	+16%	36k	39.29	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$1.4M	-2%	26k	53.40	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$1.3M	+5%	31k	42.76	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.4	$1.3M	+3%	90k	14.44	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$1.3M	+2%	4.5k	281.83	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.4	$1.3M	+3%	30k	42.23	View chart
Home Depot (HD)	0.4	$1.3M		3.1k	405.13	View chart
Oaktree Specialty Lending Corp (OCSL)	0.4	$1.3M	+9%	96k	13.05	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$1.2M		18k	68.46	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.4	$1.2M		49k	24.80	View chart
Royce Value Trust (RVT)	0.4	$1.2M		75k	16.13	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP)	0.4	$1.2M	+15%	295k	3.97	View chart
Reddit Cl A (RDDT)	0.4	$1.2M	+95%	5.0k	229.99	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.4	$1.1M	+5%	90k	12.60	View chart
JetBlue Airways Corporation (JBLU)	0.4	$1.1M	NEW	229k	4.92	View chart
Owl Rock Capital Corporation (OBDC)	0.4	$1.1M	+5%	87k	12.77	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$1.1M	+91%	2.4k	463.65	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$1.1M		29k	37.77	View chart
Realty Income (O)	0.4	$1.1M	+4%	18k	60.79	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.4	$1.1M	+4%	76k	14.12	View chart
Johnson & Johnson (JNJ)	0.4	$1.1M	-9%	5.7k	185.44	View chart
Wp Carey (WPC)	0.4	$1.1M	+9%	16k	67.57	View chart
Cohen & Steers REIT/P (RNP)	0.4	$1.0M		46k	22.48	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.4	$1.0M	+20%	59k	17.29	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.3	$1.0M		75k	13.57	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1000k	-2%	5.5k	182.43	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$999k	+4%	51k	19.80	View chart
Omega Healthcare Investors (OHI)	0.3	$991k		24k	42.22	View chart
Flaherty & Crumrine Dynamic SHS (DFP)	0.3	$988k		46k	21.64	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$988k	+2%	27k	36.35	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.3	$987k	+4%	120k	8.20	View chart
Visa Com Cl A (V)	0.3	$986k		2.9k	341.42	View chart
Ramaco Res Com Cl B (METCB)	0.3	$972k	NEW	58k	16.85	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.3	$971k	+47%	20k	49.04	View chart
Cohen & Steers Total Return Real (RFI)	0.3	$965k		80k	12.10	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$949k	-17%	9.5k	99.81	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$944k		55k	17.16	View chart
Oracle Corporation (ORCL)	0.3	$933k	+4%	3.3k	281.21	View chart
Hancock John Finl Opptys Sh Ben Int New (BTO)	0.3	$926k	-5%	26k	35.98	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$918k	+2%	28k	32.90	View chart
Micron Technology (MU)	0.3	$914k	-3%	5.5k	167.31	View chart
Chevron Corporation (CVX)	0.3	$907k	+2%	5.8k	155.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$900k	-2%	14k	65.26	View chart
McDonald's Corporation (MCD)	0.3	$893k		2.9k	303.87	View chart
Altria (MO)	0.3	$892k	-4%	14k	66.06	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$880k		5.2k	170.85	View chart
Peak (DOC)	0.3	$858k	+9%	45k	19.15	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$851k		1.4k	596.07	View chart
Oxford Lane Cap Corp	0.3	$843k	NEW	50k	16.93	View chart
Calamos (CCD)	0.3	$839k	+12%	40k	21.04	View chart
Medical Properties Trust (MPW)	0.3	$832k	+27%	164k	5.07	View chart
Rivernorth Managed (RMM)	0.3	$831k	NEW	59k	14.14	View chart
Apollo Commercial Real Est. Finance (ARI)	0.3	$830k		82k	10.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$828k		3.4k	243.54	View chart
Frontview Reit (FVR)	0.3	$815k	+4%	59k	13.71	View chart
Flex Ord (FLEX)	0.3	$808k	-11%	14k	57.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$801k	+3%	3.7k	215.76	View chart
Abbvie (ABBV)	0.3	$785k		3.4k	231.55	View chart
Exxon Mobil Corporation (XOM)	0.3	$776k		6.9k	112.75	View chart
Bk Nova Cad (BNS)	0.3	$776k	-3%	12k	64.65	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.3	$776k	-12%	24k	32.37	View chart
Ero Copper Corp (ERO)	0.3	$770k	+5%	38k	20.23	View chart
Goldman Sachs (GS)	0.3	$755k		949.00	795.99	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.3	$754k		119k	6.34	View chart
Celestica (CLS)	0.3	$751k	-42%	3.1k	246.36	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$748k		7.5k	99.11	View chart
Xplr Infrastructure Com Unit Part In (XIFR)	0.3	$734k	-17%	72k	10.17	View chart
Lexington Realty Trust (LXP)	0.3	$727k	+12%	81k	8.96	View chart
Spotify Technology S A SHS (SPOT)	0.2	$726k	+6%	1.0k	697.82	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.2	$718k	-8%	18k	39.62	View chart
Microchip Technology Dep Shs Repstg (MCHPP)	0.2	$708k	+5%	12k	59.03	View chart
Hewlett Packard Enterprise C 7.625 Mand Conv (HPE.PC)	0.2	$705k	+13%	10k	67.90	View chart
Global Ship Lease Com Cl A (GSL)	0.2	$701k	-20%	23k	30.70	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$697k	+7%	71k	9.79	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.2	$687k	-6%	12k	58.01	View chart
Blackrock Res & Commodities SHS (BCX)	0.2	$683k	-7%	67k	10.17	View chart
Kkr & Co (KKR)	0.2	$674k	-2%	5.2k	129.94	View chart
Eli Lilly & Co. (LLY)	0.2	$667k	+11%	874.00	763.12	View chart
Pfizer (PFE)	0.2	$664k	-13%	26k	25.48	View chart
Highland Opps & Income Highland Income (HFRO)	0.2	$663k	+15%	104k	6.35	View chart
Coupang Cl A (CPNG)	0.2	$662k	-2%	21k	32.20	View chart
Wal-Mart Stores (WMT)	0.2	$652k		6.3k	103.05	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$652k		11k	57.52	View chart
Netflix (NFLX)	0.2	$651k	-3%	543.00	1198.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$650k	+4%	3.5k	186.47	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.2	$635k		9.2k	68.87	View chart
Ares Coml Real Estate (ACRE)	0.2	$634k		141k	4.51	View chart
Annaly Capital Management In Com New (NLY)	0.2	$630k	+5%	31k	20.21	View chart
Brightspire Capital Com Cl A (BRSP)	0.2	$630k	+5%	116k	5.43	View chart
Community Healthcare Tr (CHCT)	0.2	$620k	+14%	41k	15.30	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$620k		9.1k	67.83	View chart
Westlake Chem Partners Com Unit Rp Lp (WLKP)	0.2	$605k	+16%	29k	20.99	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.2	$600k	+3%	56k	10.79	View chart
Algonquin Power & Utilities equs (AQN)	0.2	$599k	+5%	112k	5.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$599k	-2%	3.1k	195.85	View chart
Amgen (AMGN)	0.2	$597k	-2%	2.1k	282.17	View chart
Novo-nordisk A S Adr (NVO)	0.2	$594k	+53%	11k	55.49	View chart
Cohen & Steers infrastucture Fund (UTF)	0.2	$594k	+3%	24k	24.80	View chart
Citigroup Com New (C)	0.2	$593k		5.8k	101.51	View chart
Merck & Co (MRK)	0.2	$585k		7.0k	83.93	View chart
High Income Secs Shs Ben Int (PCF)	0.2	$584k	+28%	92k	6.35	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.2	$582k		52k	11.22	View chart
Xai Octagon Floatng Rate Alt (XFLT)	0.2	$581k	+3%	110k	5.30	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$580k	-3%	4.2k	137.80	View chart
Starwood Property Trust (STWD)	0.2	$576k	+2%	30k	19.37	View chart
Allete Com New (ALE)	0.2	$575k	+4%	8.7k	66.40	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.2	$575k		13k	43.09	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$574k		14k	41.58	View chart
Capital Southwest Corporation (CSWC)	0.2	$572k		26k	21.86	View chart
Orion Office Reit Inc-w/i (ONL)	0.2	$570k	-28%	211k	2.70	View chart
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)	0.2	$568k	+6%	53k	10.70	View chart
Dimensional Etf Trust International (DFSI)	0.2	$565k	+4%	14k	40.95	View chart
Sea Sponsord Ads (SE)	0.2	$565k	-8%	3.2k	178.73	View chart
National Retail Properties (NNN)	0.2	$563k	+4%	13k	42.57	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$562k		4.0k	142.11	View chart
Nextera Energy (NEE)	0.2	$559k	+5%	7.4k	75.49	View chart
Eagle Pt Cr (ECC)	0.2	$559k	+27%	85k	6.61	View chart
Costco Wholesale Corporation (COST)	0.2	$558k	-2%	603.00	926.02	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$553k	-9%	2.2k	247.11	View chart
Abbott Laboratories (ABT)	0.2	$552k		4.1k	133.95	View chart
Automatic Data Processing (ADP)	0.2	$544k		1.9k	293.54	View chart
Jackson Financial Com Cl A (JXN)	0.2	$544k		5.4k	101.24	View chart
Solar Cap (SLRC)	0.2	$541k	+5%	35k	15.29	View chart
Triplepoint Venture Gr Bdc cs (TPVG)	0.2	$538k		93k	5.77	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$526k	+10%	5.0k	104.52	View chart
Greystone Housing Impact Inv Ben Unit Ctf (GHI)	0.2	$519k	+8%	50k	10.30	View chart
Linde SHS (LIN)	0.2	$511k		1.1k	474.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$509k		5.4k	93.37	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.2	$506k	+10%	29k	17.77	View chart
RadNet (RDNT)	0.2	$491k		6.4k	76.21	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.2	$490k		6.5k	74.82	View chart
Honeywell International (HON)	0.2	$482k	-5%	2.3k	210.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$481k	-10%	2.0k	241.99	View chart
Cbre Clarion Global Real Estat re (IGR)	0.2	$480k	+3%	93k	5.14	View chart
Cigna Corp (CI)	0.2	$472k	-3%	1.6k	288.32	View chart
Ing Groep Sponsored Adr (ING)	0.2	$468k		18k	26.08	View chart
Union Pacific Corporation (UNP)	0.2	$464k		2.0k	236.40	View chart
Cameco Corporation (CCJ)	0.2	$463k		5.5k	83.86	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$461k	-2%	5.2k	89.13	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.2	$446k	+2%	43k	10.32	View chart
Spdr Series Trust S&p Bk Etf (KBE)	0.2	$441k		7.4k	59.42	View chart
Sabra Health Care REIT (SBRA)	0.2	$437k	-6%	23k	18.64	View chart
Raymond James Financial (RJF)	0.1	$436k	-4%	2.5k	172.62	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$435k	-6%	7.0k	62.47	View chart
Blackrock Tcp Cap Corp (TCPC)	0.1	$424k	+4%	68k	6.20	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$423k	+3%	5.8k	72.67	View chart
Etf Ser Solutions Hoya Capt Hi Div (RIET)	0.1	$423k		44k	9.63	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$420k		3.7k	115.02	View chart
Rithm Capital Corp Com New (RITM)	0.1	$417k	+3%	37k	11.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$417k	-21%	681.00	612.37	View chart
Wells Fargo & Company (WFC)	0.1	$416k	+7%	5.0k	83.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$412k	+3%	4.7k	87.31	View chart
Morgan Stanley Com New (MS)	0.1	$410k		2.6k	158.93	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$410k	+2%	6.0k	67.91	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$407k		3.9k	104.79	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.1	$405k		6.4k	63.30	View chart
International Business Machines (IBM)	0.1	$404k	+2%	1.4k	282.22	View chart
Digital Realty Trust (DLR)	0.1	$402k		2.3k	172.85	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$401k	+2%	5.2k	76.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$395k	-3%	3.3k	120.70	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$395k		42k	9.50	View chart
Parker-Hannifin Corporation (PH)	0.1	$394k	-3%	519.00	758.58	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$393k		13k	31.53	View chart
Simon Property (SPG)	0.1	$391k	-4%	2.1k	187.68	View chart
CMS Energy Corporation (CMS)	0.1	$390k	-3%	5.3k	73.26	View chart
American Express Company (AXP)	0.1	$386k	-3%	1.2k	332.18	View chart
Gamco Nat Res Gold & Income Sh Ben Int (GNT)	0.1	$385k	-13%	55k	7.03	View chart
Cincinnati Financial Corporation (CINF)	0.1	$383k	+9%	2.4k	158.09	View chart
Cisco Systems (CSCO)	0.1	$381k	-8%	5.6k	68.42	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$381k		1.5k	246.52	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$365k	+2%	7.9k	46.12	View chart
Equinix (EQIX)	0.1	$364k		465.00	783.42	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$363k		5.5k	65.87	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$354k	+3%	5.4k	65.00	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$354k		9.9k	35.69	View chart
General Dynamics Corporation (GD)	0.1	$351k		1.0k	340.84	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$346k	-6%	3.1k	110.37	View chart
Morgan Stanley India Investment Fund (IIF)	0.1	$343k	-7%	13k	26.35	View chart
Verizon Communications (VZ)	0.1	$343k	+5%	7.8k	43.95	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$340k	-14%	19k	18.41	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$334k	-25%	5.9k	57.10	View chart
Uber Technologies (UBER)	0.1	$329k	+11%	3.4k	97.97	View chart
PennyMac Mortgage Investment Trust (PMT)	0.1	$327k	-8%	27k	12.26	View chart
Starbucks Corporation (SBUX)	0.1	$324k	+2%	3.8k	84.59	View chart
Northrop Grumman Corporation (NOC)	0.1	$323k	-4%	529.00	609.81	View chart
Apa Corporation (APA)	0.1	$322k	+10%	13k	24.28	View chart
Global Payments (GPN)	0.1	$321k	-10%	3.9k	83.08	View chart
Boeing Company (BA)	0.1	$320k	+4%	1.5k	215.87	View chart
S&p Global (SPGI)	0.1	$318k	-3%	654.00	486.35	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$313k	+2%	18k	17.06	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$307k		1.0k	293.68	View chart
Kite Rlty Group Tr Com New (KRG)	0.1	$304k	+27%	14k	22.30	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$304k		2.1k	145.86	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$301k	+2%	536.00	562.04	View chart
Nrg Energy Com New (NRG)	0.1	$299k		1.8k	161.97	View chart
Agilent Technologies Inc C ommon (A)	0.1	$299k	-4%	2.3k	128.37	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$298k		8.8k	33.84	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$295k	-35%	5.1k	57.52	View chart
Consolidated Edison (ED)	0.1	$293k		2.9k	100.51	View chart
Apple Hospitality Reit Com New (APLE)	0.1	$293k		24k	12.01	View chart
Nkarta (NKTX)	0.1	$290k	-10%	140k	2.07	View chart
Highwoods Properties (HIW)	0.1	$289k	+5%	9.1k	31.82	View chart
Lam Research Corp Com New (LRCX)	0.1	$288k		2.2k	133.92	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.1	$288k	NEW	7.4k	39.18	View chart
Abrdn Life Sciences Investor Sh Ben Int (HQL)	0.1	$288k	-14%	19k	15.51	View chart
Icici Bank Adr (IBN)	0.1	$288k		9.5k	30.23	View chart
Occidental Petroleum Corporation (OXY)	0.1	$288k		6.1k	47.25	View chart
Microchip Technology (MCHP)	0.1	$285k	+47%	4.4k	64.22	View chart
IDEXX Laboratories (IDXX)	0.1	$283k		444.00	638.39	View chart
At&t (T)	0.1	$277k	+2%	9.8k	28.24	View chart
Civitas Resources Com New (CIVI)	0.1	$276k	-23%	8.5k	32.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$276k		10k	27.30	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$275k		3.9k	70.98	View chart
Chubb (CB)	0.1	$274k	+4%	970.00	282.32	View chart
Global Med Reit Com New (GMRE)	0.1	$273k	NEW	8.1k	33.71	View chart
Qualcomm (QCOM)	0.1	$272k	+2%	1.6k	166.35	View chart
Zoetis Cl A (ZTS)	0.1	$272k	-5%	1.9k	146.31	View chart
Anthem (ELV)	0.1	$270k	-7%	836.00	323.25	View chart
Hca Holdings (HCA)	0.1	$270k		633.00	426.28	View chart
Ishares Msci Brazil Etf (EWZ)	0.1	$270k	+5%	8.7k	31.00	View chart
Walt Disney Company (DIS)	0.1	$264k		2.3k	114.50	View chart
Iron Mountain (IRM)	0.1	$261k		2.6k	101.96	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$261k		8.3k	31.38	View chart
UMH Properties (UMH)	0.1	$257k	+30%	17k	14.85	View chart
Intuit (INTU)	0.1	$255k	-6%	373.00	683.60	View chart
Southern Company (SO)	0.1	$255k	+4%	2.7k	94.75	View chart
Mastercard Incorporated Cl A (MA)	0.1	$251k		442.00	568.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$249k	-42%	1.2k	206.50	View chart
Bristol Myers Squibb (BMY)	0.1	$249k	-11%	5.5k	45.10	View chart
Colgate-Palmolive Company (CL)	0.1	$245k	-7%	3.1k	79.94	View chart
O'reilly Automotive (ORLY)	0.1	$239k	NEW	2.2k	107.81	View chart
Las Vegas Sands (LVS)	0.1	$239k	NEW	4.4k	53.79	View chart
Regions Financial Corporation (RF)	0.1	$236k	-3%	9.0k	26.37	View chart
Hecla Mining Company (HL)	0.1	$236k	NEW	20k	12.10	View chart
Cohen & Steers Real Estate O Shs Benfin Int (RLTY)	0.1	$235k	+2%	15k	15.28	View chart
Amphenol Corp Cl A (APH)	0.1	$228k	NEW	1.8k	123.74	View chart
Vici Pptys (VICI)	0.1	$225k	-2%	6.9k	32.61	View chart
Welltower Inc Com reit (WELL)	0.1	$221k	NEW	1.2k	178.17	View chart
Centerspace (CSR)	0.1	$219k	NEW	3.7k	58.90	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.1	$219k	-14%	8.0k	27.29	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$215k	+7%	4.6k	46.61	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.1	$215k		5.5k	38.85	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$213k	-7%	1.5k	139.13	View chart
Norfolk Southern (NSC)	0.1	$213k	NEW	709.00	300.52	View chart
Expedia Group Com New (EXPE)	0.1	$212k	NEW	989.00	213.84	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$210k	NEW	575.00	365.26	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$208k	-30%	2.3k	89.77	View chart
Western Union Company (WU)	0.1	$208k	NEW	26k	7.99	View chart
Host Hotels & Resorts (HST)	0.1	$208k	NEW	12k	17.02	View chart
Raytheon Technologies Corp (RTX)	0.1	$207k	NEW	1.2k	167.39	View chart
Alexandria Real Estate Equities (ARE)	0.1	$203k	-17%	2.4k	83.35	View chart
ConAgra Foods (CAG)	0.1	$200k	NEW	11k	18.31	View chart
Summit Hotel Properties (INN)	0.1	$192k	NEW	35k	5.49	View chart
Taseko Cad (TGB)	0.1	$190k	NEW	45k	4.23	View chart
Nuveen Floating Rate Income Fund (JFR)	0.1	$182k	NEW	22k	8.18	View chart
Morgan Stanley Direct Lendin Com Shs (MSDL)	0.1	$177k	-4%	11k	16.08	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.1	$176k	NEW	14k	12.66	View chart
Banco Santander Adr (SAN)	0.1	$173k	NEW	17k	10.48	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.1	$170k	NEW	12k	14.00	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	0.1	$170k	NEW	50k	3.38	View chart
Hafnia SHS (HAFN)	0.1	$167k	-46%	28k	5.99	View chart
Cto Realty Growth (CTO)	0.1	$165k	NEW	10k	16.30	View chart
Arbor Realty Trust (ABR)	0.1	$164k	NEW	13k	12.21	View chart
Ladder Cap Corp Cl A (LADR)	0.1	$162k	NEW	15k	10.91	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.1	$162k	NEW	31k	5.16	View chart
Kimbell Rty Partners Unit (KRP)	0.1	$148k	NEW	11k	13.49	View chart
Melco Resorts And Entmnt Adr (MLCO)	0.0	$126k	-94%	14k	9.17	View chart
Amplify Etf Tr High Income (YYY)	0.0	$122k	NEW	10k	11.81	View chart
Park Hotels & Resorts Inc-wi (PK)	0.0	$118k	NEW	11k	11.08	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$117k	NEW	12k	10.17	View chart
U S Global Invs Cl A (GROW)	0.0	$92k	NEW	33k	2.75	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.0	$80k	NEW	21k	3.84	View chart
New Gold Inc Cda (NGD)	0.0	$75k	NEW	11k	7.18	View chart
Prospect Capital Corporation (PSEC)	0.0	$74k	NEW	27k	2.75	View chart
Ready Cap Corp Com reit (RC)	0.0	$46k	NEW	12k	3.87	View chart
Plug Power Com New (PLUG)	0.0	$23k	NEW	10k	2.33	View chart
Emeren Group Sponsored Ads (SOL)	0.0	$21k	NEW	11k	1.89	View chart
Tilray (TLRY)	0.0	$17k	NEW	10k	1.73	View chart
Cohen & Steers Infrastructur Right 10/16/2025	0.0	$1.9k	NEW	24k	0.08	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 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
Samalin Investment Counsel 2021 Q2 restated filed Oct. 14, 2022

View all past filings

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