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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 QQQ, AAPL, SPY, OUNZ, IWY, and represent 12.61% of Samalin Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$7.5M), SCHD, CVS, NVDA, ISTB, RSP, NML, CHI, EVT, GAM.
Started 33 new stock positions in PFF, OWL, HUM, VB, GE, KYTX, IYH, VBK, SOXS, INTU.
Reduced shares in these 10 stocks: MU, GLD, FLEX, HPE.PC, , PG, AWP, Honeywell International, , PFXF.
Sold out of its positions in BTX, CCJ, CSR, CAG, DIS, DOW, HCA, Honeywell International, IDXX, JBLU. LVS, JFR, PSEC, RC, REGN, TGB, PFXF, ACN.
Samalin Investment Counsel was a net buyer of stock by $12M.
Samalin Investment Counsel has $320M in assets under management (AUM), dropping by 13.47%.
Central Index Key (CIK): 0001544366

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Portfolio Holdings for Samalin Investment Counsel

Samalin Investment Counsel holds 334 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	3.4	$11M	+221%	15k	736.40	View chart
Apple Put Option (AAPL)	3.2	$10M	+4%	36k	289.36	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.2	$6.9M	+2%	9.3k	746.77	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	2.1	$6.8M		176k	38.59	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.7	$5.4M		19k	290.62	View chart
Ishares Tr Core Div Grwth (DGRO)	1.6	$5.1M		68k	75.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.6	$5.0M	+20%	24k	212.77	View chart
NVIDIA Corporation (NVDA)	1.5	$4.8M	+30%	24k	200.09	View chart
Microsoft Corporation (MSFT)	1.4	$4.6M	+9%	12k	373.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$4.6M	+2%	9.1k	500.41	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.3	$4.3M	+10%	15k	285.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$4.2M		25k	164.27	View chart
Bank of America Corporation (BAC)	1.3	$4.1M		72k	56.98	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.3	$4.1M		37k	110.32	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.2	$4.0M	+38%	82k	48.25	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.2	$3.9M		87k	44.36	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.2	$3.8M	+14%	74k	51.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$3.6M	+73%	113k	31.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$3.5M		24k	148.31	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.1	$3.5M		40k	87.71	View chart
Ishares Tr Tips Bd Etf (TIP)	1.1	$3.5M	+17%	32k	109.43	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.1	$3.4M	+21%	41k	82.11	View chart
Abrdn Healthcare Investors Sh Ben Int (HQH)	1.1	$3.4M	+22%	155k	21.98	View chart
MPLX Com Unit Rep Ltd (MPLX)	1.1	$3.4M	+2%	60k	56.33	View chart
Eaton Corp SHS (ETN)	1.0	$3.1M		7.2k	426.11	View chart
Meta Platforms Cl A (META)	1.0	$3.1M	+27%	5.4k	563.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$2.9M	-28%	8.0k	368.38	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.9	$2.8M	-4%	55k	50.62	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.9	$2.8M	+41%	206k	13.44	View chart
Enterprise Products Partners (EPD)	0.9	$2.8M	-4%	75k	36.76	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.9	$2.7M	+11%	217k	12.66	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.7M	-2%	8.4k	327.32	View chart
Royce Value Trust (RVT)	0.9	$2.7M	+30%	147k	18.47	View chart
Tesla Motors (TSLA)	0.8	$2.5M	+3%	6.0k	420.62	View chart
UnitedHealth (UNH)	0.7	$2.3M	+4%	5.6k	415.66	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$2.3M		42k	55.01	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.6	$2.0M	+39%	50k	40.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.0M		5.5k	357.35	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.9M	+3%	20k	96.43	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.6	$1.9M		23k	81.94	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.6	$1.8M	-5%	9.5k	190.53	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.6	$1.8M	+76%	65k	27.68	View chart
Neuberger Berman Mlp Income (NML)	0.6	$1.8M	+84%	174k	10.14	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.5	$1.7M	-10%	85k	20.57	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$1.7M		21k	82.34	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.5	$1.7M	+2%	39k	43.76	View chart
Adams Express Company (ADX)	0.5	$1.7M	+80%	65k	25.55	View chart
Johnson & Johnson (JNJ)	0.5	$1.7M		6.5k	253.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.7M	+82%	22k	77.11	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$1.7M		24k	68.41	View chart
General American Investors (GAM)	0.5	$1.6M	+86%	25k	63.75	View chart
Amazon (AMZN)	0.5	$1.6M		6.7k	238.35	View chart
Merck & Co (MRK)	0.5	$1.5M	+4%	12k	128.50	View chart
Opera Sponsored Ads (OPRA)	0.5	$1.5M	-4%	77k	19.83	View chart
Broadcom (AVGO)	0.5	$1.5M		3.9k	377.76	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.5	$1.4M	-2%	32k	45.34	View chart
Cohen & Steers Quality Income Realty (RQI)	0.5	$1.4M	-14%	117k	12.31	View chart
Omega Healthcare Investors (OHI)	0.4	$1.4M	+5%	30k	47.68	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.4	$1.4M		34k	41.73	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.4	$1.4M		27k	52.11	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.4	$1.4M		29k	47.75	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.4	$1.4M		32k	42.21	View chart
Apollo Global Mgmt (APO)	0.4	$1.3M	-4%	11k	118.31	View chart
CVS Caremark Corporation (CVS)	0.4	$1.3M	NEW	13k	103.45	View chart
Ares Capital Corporation (ARCC)	0.4	$1.3M	-8%	69k	18.53	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.4	$1.3M	+2%	31k	41.26	View chart
Wp Carey (WPC)	0.4	$1.2M	+2%	17k	71.50	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$1.2M		29k	41.25	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.4	$1.2M		31k	39.54	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.4	$1.2M	-3%	47k	25.49	View chart
Frontview Reit (FVR)	0.4	$1.2M		58k	20.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.2M	+5%	4.9k	236.63	View chart
Tcg Bdc (CGBD)	0.4	$1.1M		108k	10.53	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.4	$1.1M	+9%	1.6k	703.20	View chart
Procter & Gamble Company (PG)	0.3	$1.1M	-34%	7.2k	146.63	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$1.0M		54k	19.12	View chart
Home Depot (HD)	0.3	$1.0M	-2%	2.9k	352.72	View chart
Ero Copper Corp (ERO)	0.3	$1.0M		38k	26.75	View chart
Altria (MO)	0.3	$994k		14k	71.95	View chart
Goldman Sachs (GS)	0.3	$978k	+2%	967.00	1011.08	View chart
Eli Lilly & Co. (LLY)	0.3	$976k	-3%	814.00	1199.41	View chart
LXP Industrial Trust (LXP)	0.3	$956k		18k	53.88	View chart
Lam Research Corp Com New (LRCX)	0.3	$946k		2.2k	433.32	View chart
Visa Com Cl A (V)	0.3	$943k		2.7k	343.15	View chart
Westlake Chem Partners Com Unit Rp Lp (WLKP)	0.3	$940k		42k	22.26	View chart
Community Healthcare Tr (CHCT)	0.3	$940k		51k	18.28	View chart
Chevron Corporation (CVX)	0.3	$921k	+3%	5.6k	165.75	View chart
Global Ship Lease Com Cl A (GSL)	0.3	$917k	+3%	24k	37.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$905k		2.6k	353.33	View chart
Cohen & Steers Total Return Real (RFI)	0.3	$873k	+2%	77k	11.32	View chart
Realty Income (O)	0.3	$850k	-18%	14k	61.96	View chart
Novo-nordisk A S Adr (NVO)	0.3	$830k	+73%	17k	47.94	View chart
High Income Secs Shs Ben Int (PCF)	0.3	$823k	+19%	150k	5.47	View chart
Citigroup Com New (C)	0.3	$809k	-6%	5.8k	139.95	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP)	0.2	$787k	-36%	67k	11.84	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.2	$787k		58k	13.62	View chart
Flex Ord (FLEX)	0.2	$765k	-60%	4.7k	162.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$762k	-9%	1.0k	748.92	View chart
Abbvie (ABBV)	0.2	$761k	-12%	3.0k	251.65	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$752k	-5%	7.2k	103.97	View chart
Wal-Mart Stores (WMT)	0.2	$748k		6.6k	113.25	View chart
Verizon Communications (VZ)	0.2	$745k	-13%	18k	42.34	View chart
Hewlett Packard Enterprise C 7.625 Mand Conv (HPE.PC)	0.2	$742k	-46%	6.4k	115.67	View chart
Micron Technology (MU)	0.2	$736k	-78%	638.00	1153.97	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$734k	-7%	7.1k	103.22	View chart
Melco Resorts And Entmnt Adr (MLCO)	0.2	$726k		138k	5.27	View chart
Dimensional Etf Trust International (DFSI)	0.2	$722k		16k	45.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$721k	-2%	3.3k	217.92	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.2	$721k		9.2k	77.93	View chart
McDonald's Corporation (MCD)	0.2	$712k		2.6k	270.29	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$710k		12k	61.23	View chart
Amgen (AMGN)	0.2	$703k		1.9k	362.15	View chart
Owl Rock Capital Corporation (OBDC)	0.2	$700k	-22%	64k	10.87	View chart
Servicenow (NOW)	0.2	$699k	NEW	7.0k	99.28	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$697k		9.1k	76.55	View chart
Exxon Mobil Corporation (XOM)	0.2	$696k		5.1k	136.72	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.2	$694k	-31%	58k	12.03	View chart
SLB Com Stk (SLB)	0.2	$686k		15k	46.49	View chart
Oracle Corporation (ORCL)	0.2	$679k	+24%	4.6k	146.54	View chart
Microchip Technology Dep Shs Repstg (MCHPP)	0.2	$671k	-28%	8.7k	76.71	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$670k	-9%	2.7k	252.27	View chart
Celestica (CLS)	0.2	$666k	-25%	1.8k	364.88	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.2	$655k	-24%	50k	13.22	View chart
Biosante Pharmaceuticals (ANIP)	0.2	$651k		7.9k	82.78	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$650k	-3%	4.7k	137.54	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$650k		5.5k	117.66	View chart
Calamos (CCD)	0.2	$646k	-30%	25k	25.77	View chart
Cisco Systems (CSCO)	0.2	$644k	-2%	5.5k	117.46	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.2	$637k	-25%	34k	18.73	View chart
Cohen & Steers REIT/P (RNP)	0.2	$634k	-27%	31k	20.30	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.2	$629k	-28%	47k	13.40	View chart
Pfizer (PFE)	0.2	$621k	-4%	26k	24.08	View chart
Apollo Commercial Real Est. Finance (ARI)	0.2	$613k	-20%	57k	10.68	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.2	$610k		4.5k	136.31	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.2	$603k	+2%	14k	42.87	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$600k		3.8k	156.31	View chart
Hancock John Finl Opptys Sh Ben Int New (BTO)	0.2	$590k	-28%	15k	39.42	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.2	$590k	-29%	75k	7.88	View chart
Nextera Energy (NEE)	0.2	$586k	-5%	6.7k	87.77	View chart
Jackson Financial Com Cl A (JXN)	0.2	$584k		5.7k	102.39	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$583k		5.6k	103.88	View chart
Rivernorth Managed (RMM)	0.2	$568k	-29%	38k	14.78	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$565k	-4%	4.7k	118.99	View chart
Flaherty & Crumrine Dynamic SHS (DFP)	0.2	$565k	-27%	27k	20.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$563k		1.9k	300.46	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$556k	+36%	1.1k	522.34	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$550k	-24%	33k	16.70	View chart
Ing Groep Sponsored Adr (ING)	0.2	$547k	+2%	17k	31.38	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$533k		6.8k	77.91	View chart
Ramaco Res Com Cl B (METCB)	0.2	$533k	+2%	62k	8.55	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.2	$524k		7.0k	74.86	View chart
Union Pacific Corporation (UNP)	0.2	$519k		1.9k	271.94	View chart
Morgan Stanley Com New (MS)	0.2	$516k	+8%	2.5k	209.06	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$512k		13k	40.21	View chart
Spdr Series Trust St Str Sp Bank (KBE)	0.2	$509k		7.5k	68.22	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$504k		9.9k	51.05	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.2	$504k	-23%	8.7k	58.01	View chart
Millrose Pptys Com Cl A (MRP)	0.2	$498k	+2%	17k	30.05	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.2	$489k	+2%	46k	10.74	View chart
Blackrock Res & Commodities SHS (BCX)	0.2	$487k	-24%	43k	11.31	View chart
Netflix (NFLX)	0.2	$484k	+6%	6.8k	71.40	View chart
Etf Ser Solutions Hoya Capt Hi Div (RIET)	0.2	$481k	+6%	49k	9.75	View chart
Parker-Hannifin Corporation (PH)	0.1	$480k		490.00	978.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$478k	NEW	6.7k	71.25	View chart
Sabra Health Care REIT (SBRA)	0.1	$475k	+3%	24k	19.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$473k		689.00	686.84	View chart
Wells Fargo & Company (WFC)	0.1	$473k	+17%	5.7k	82.64	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$472k	-2%	6.2k	75.89	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$471k		5.7k	82.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$471k		4.9k	96.59	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$470k	-21%	43k	10.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$469k		2.1k	227.03	View chart
Simon Property (SPG)	0.1	$465k	-6%	2.1k	223.68	View chart
Medical Properties Trust (MPT)	0.1	$461k	-19%	100k	4.62	View chart
Xplr Infrastructure Com Unit Part In (XIFR)	0.1	$454k	-39%	38k	11.81	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$453k	+13%	5.0k	90.60	View chart
Cbre Clarion Global Real Estat re (IGR)	0.1	$453k	+2%	98k	4.61	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$448k		8.3k	54.02	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$448k		5.4k	82.27	View chart
Humana (HUM)	0.1	$447k	NEW	1.1k	397.22	View chart
Linde SHS (LIN)	0.1	$445k	-4%	858.00	518.71	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$444k	-25%	77k	5.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$443k	NEW	1.5k	303.12	View chart
Kilroy Realty Corporation (KRC)	0.1	$441k	-30%	12k	37.47	View chart
Cincinnati Financial Corporation (CINF)	0.1	$439k		2.4k	185.13	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$435k		20k	22.26	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$434k	+6%	11k	40.29	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$427k		26k	16.61	View chart
Occidental Petroleum Corporation (OXY)	0.1	$427k	+12%	8.8k	48.57	View chart
Annaly Capital Management In Com New (NLY)	0.1	$421k	-24%	19k	22.36	View chart
Algonquin Power & Utilities equs (AQN)	0.1	$419k	-25%	72k	5.86	View chart
At&t (T)	0.1	$418k		20k	20.70	View chart
Orion Office Reit Inc-w/i (ONL)	0.1	$414k	-32%	143k	2.89	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$413k		3.2k	130.42	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$409k	-29%	15k	27.59	View chart
Oxford Lane Cap Corp (OXLC)	0.1	$408k	-42%	47k	8.76	View chart
Kkr & Co (KKR)	0.1	$402k		4.4k	91.78	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$402k	-3%	10k	40.13	View chart
Automatic Data Processing (ADP)	0.1	$402k		1.8k	223.95	View chart
Highland Opps & Income Highland Income (HFRO)	0.1	$399k	-27%	56k	7.13	View chart
RadNet (RDNT)	0.1	$397k		6.4k	61.67	View chart
Equinix (EQIX)	0.1	$393k	-5%	377.00	1043.06	View chart
National Retail Properties (NNN)	0.1	$391k	-34%	8.4k	46.53	View chart
Costco Wholesale Corporation (COST)	0.1	$389k		416.00	935.75	View chart
Kimbell Rty Partners Unit (KRP)	0.1	$389k	-31%	27k	14.53	View chart
American Express Company (AXP)	0.1	$385k	-2%	1.1k	338.33	View chart
Capital Southwest Corporation (CSWC)	0.1	$380k	-30%	16k	23.77	View chart
CMS Energy Corporation (CMS)	0.1	$379k		4.9k	76.49	View chart
Digital Realty Trust (DLR)	0.1	$378k		2.1k	179.54	View chart
Apple Hospitality Reit Com New (APLE)	0.1	$378k	-4%	23k	16.81	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$378k		3.7k	101.10	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$378k	+2%	4.0k	95.10	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$377k		5.5k	68.34	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.1	$375k	+42%	22k	16.95	View chart
RBB F/m Us Treasury (TBIL)	0.1	$374k	+36%	7.5k	49.86	View chart
Corning Incorporated (GLW)	0.1	$370k	NEW	1.5k	255.46	View chart
Ares Coml Real Estate (ACRE)	0.1	$369k	-26%	82k	4.50	View chart
Amphenol Corp Cl A (APH)	0.1	$367k	-8%	2.1k	176.31	View chart
Microchip Technology (MCHP)	0.1	$363k		4.0k	91.20	View chart
Intel Corporation (INTC)	0.1	$361k	NEW	2.6k	139.61	View chart
Abbott Laboratories (ABT)	0.1	$357k		3.9k	90.74	View chart
Coupang Cl A (CPNG)	0.1	$356k	+5%	21k	17.37	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$356k		9.0k	39.47	View chart
Ishares Msci Brazil Etf (EWZ)	0.1	$350k	+6%	10k	34.50	View chart
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)	0.1	$347k	-30%	31k	11.04	View chart
Xai Floating Rate & Alter In Com Shs Benf Int (XFLT)	0.1	$343k	-30%	20k	17.55	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$338k		2.2k	156.92	View chart
Brightspire Capital Com Cl A (BRSP)	0.1	$337k	-29%	62k	5.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$333k	-13%	1.1k	303.02	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$332k	-4%	5.7k	57.84	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$329k		2.0k	166.68	View chart
Raymond James Financial (RJF)	0.1	$329k	-7%	2.2k	152.06	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$327k		8.9k	36.84	View chart
Consolidated Edison (ED)	0.1	$326k		2.9k	110.64	View chart
Bristol Myers Squibb (BMY)	0.1	$326k	+2%	5.7k	57.62	View chart
Cvr Partners (UAN)	0.1	$318k	NEW	2.8k	111.47	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$314k	+7%	23k	13.83	View chart
General Dynamics Corporation (GD)	0.1	$313k		884.00	354.27	View chart
Trekor Metals	0.1	$310k	NEW	45k	6.88	View chart
International Business Machines (IBM)	0.1	$304k	-25%	1.1k	281.12	View chart
Chubb (CB)	0.1	$304k	-4%	892.00	340.59	View chart
Triplepoint Venture Gr Bdc cs (TPVG)	0.1	$303k	-38%	62k	4.91	View chart
Spotify Technology S A SHS (SPOT)	0.1	$303k	-17%	660.00	459.13	View chart
Qualcomm (QCOM)	0.1	$303k		1.6k	184.83	View chart
Intuit (INTU)	0.1	$303k	NEW	1.2k	261.07	View chart
Targa Res Corp (TRGP)	0.1	$302k		1.1k	268.23	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$301k		4.0k	75.28	View chart
Iron Mountain (IRM)	0.1	$300k	-3%	2.4k	126.32	View chart
Nucor Corporation (NUE)	0.1	$298k		1.3k	222.82	View chart
Pinterest Cl A (PINS)	0.1	$294k	NEW	14k	21.03	View chart
Starbucks Corporation (SBUX)	0.1	$291k	-11%	2.8k	102.21	View chart
Chiron Real Estate Com New (XRN)	0.1	$289k		7.7k	37.52	View chart
Kite Realty Group Trust Com New (KRG)	0.1	$289k	-7%	10k	28.38	View chart
Solaris Energy Infras Com Cl A (SEI)	0.1	$288k	-11%	3.6k	80.46	View chart
Icici Bank Adr (IBN)	0.1	$285k		9.8k	29.03	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$282k	NEW	142.00	1983.42	View chart
Eagle Pt Cr (ECC)	0.1	$279k	-49%	75k	3.72	View chart
Morgan Stanley India Investment Fund (IIF)	0.1	$277k	-13%	12k	22.82	View chart
Entergy Corporation (ETR)	0.1	$276k	+26%	2.4k	114.85	View chart
Tutor Perini Corporation (TPC)	0.1	$273k	+2%	3.3k	82.97	View chart
Anthem (ELV)	0.1	$273k		705.00	386.80	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.1	$267k	+204%	55k	4.84	View chart
Agilent Technologies Inc C ommon (A)	0.1	$266k		2.0k	132.82	View chart
Oscar Health Cl A (OSCR)	0.1	$265k	-23%	9.3k	28.52	View chart
Hecla Mining Company (HL)	0.1	$264k	+48%	17k	15.43	View chart
Starwood Property Trust (STWD)	0.1	$261k	-32%	16k	16.38	View chart
Highwoods Properties (HIW)	0.1	$260k	NEW	8.6k	30.16	View chart
Caterpillar (CAT)	0.1	$258k	-16%	242.00	1065.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$256k	-2%	836.00	306.30	View chart
Regions Financial Corporation (RF)	0.1	$252k	-13%	8.3k	30.20	View chart
Welltower Inc Com reit (WELL)	0.1	$250k		1.1k	227.06	View chart
Host Hotels & Resorts (HST)	0.1	$249k	-8%	11k	23.71	View chart
Sea Sponsord Ads (SE)	0.1	$249k		2.6k	95.83	View chart
Ge Aerospace Com New (GE)	0.1	$249k	NEW	665.00	373.94	View chart
Palantir Technologies Cl A (PLTR)	0.1	$246k	-12%	2.1k	116.65	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$244k	NEW	511.00	477.73	View chart
Kimberly-Clark Corporation (KMB)	0.1	$243k	NEW	2.2k	109.77	View chart
Southern Company (SO)	0.1	$239k	-7%	2.5k	95.72	View chart
Northrop Grumman Corporation (NOC)	0.1	$238k	-5%	468.00	508.77	View chart
Solar Cap (SLRC)	0.1	$238k	-44%	19k	12.37	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$237k		578.00	409.77	View chart
Cto Realty Growth (CTO)	0.1	$237k		11k	21.51	View chart
Expedia Group Com New (EXPE)	0.1	$236k	+2%	924.00	255.84	View chart
S&p Global (SPGI)	0.1	$236k		579.00	407.12	View chart
Summit Hotel Properties (INN)	0.1	$236k		34k	7.01	View chart
Nrg Energy Com New (NRG)	0.1	$236k		1.6k	146.08	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$235k	NEW	644.00	365.53	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$235k	-25%	28k	8.56	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$234k		1.2k	190.12	View chart
Western Union Company (WU)	0.1	$234k	+47%	30k	7.70	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$231k		1.5k	158.63	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	0.1	$230k		5.6k	40.95	View chart
UMH Properties (UMH)	0.1	$229k		15k	15.14	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$227k	NEW	1.8k	123.44	View chart
Booking Holdings (BKNG)	0.1	$227k	NEW	1.3k	178.25	View chart
Cohen & Steers Real Estate O Shs Benfin Int (RLTY)	0.1	$226k	+2%	14k	15.74	View chart
MercadoLibre (MELI)	0.1	$225k	NEW	133.00	1694.01	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$222k	NEW	1.9k	119.53	View chart
Colgate-Palmolive Company (CL)	0.1	$220k	-6%	2.4k	91.67	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$216k	NEW	3.2k	67.01	View chart
Putnam Etf Trust Bdc Income Etf (PBDC)	0.1	$214k	-44%	7.9k	27.21	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$213k	+5%	4.8k	44.53	View chart
Rithm Capital Corp Com New (RITM)	0.1	$212k	-43%	23k	9.39	View chart
Alliant Energy Corporation (LNT)	0.1	$211k	NEW	2.8k	76.29	View chart
Oneok (OKE)	0.1	$210k		2.4k	86.94	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$209k	NEW	6.9k	30.49	View chart
Amplify Etf Tr Cef High Income (YYY)	0.1	$203k	-4%	18k	11.53	View chart
Target Corporation (TGT)	0.1	$203k	NEW	1.6k	130.59	View chart
Cal Maine Foods Com New (CALM)	0.1	$202k	NEW	2.5k	80.56	View chart
Honeywell International (HON)	0.1	$201k	NEW	899.00	223.90	View chart
Stubhub Hldgs Cl A (STUB)	0.1	$196k	+29%	15k	12.87	View chart
Banco Santander Sa Adr (SAN)	0.1	$195k		14k	13.80	View chart
PennyMac Mortgage Investment Trust (PMT)	0.1	$188k	-39%	17k	11.28	View chart
Gamco Nat Res Gold & Income Sh Ben Int (GNT)	0.1	$178k	-46%	22k	8.15	View chart
Plug Pwr Com New (PLUG)	0.1	$172k	+84%	64k	2.71	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.0	$159k	+2%	13k	12.49	View chart
Flagstar Bank National Assoc Com New (FLG)	0.0	$156k		10k	14.94	View chart
Ladder Cap Corp Cl A (LADR)	0.0	$152k		15k	9.95	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	0.0	$148k		43k	3.47	View chart
Greystone Housing Impact Inv Ben Unit Ctf (GHI)	0.0	$144k	-43%	25k	5.80	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$139k	-12%	15k	9.48	View chart
Energy Transfer 9.250% Fxd Pfd I (ET.PI)	0.0	$122k	-3%	11k	11.46	View chart
Nkarta (NKTX)	0.0	$115k	-56%	41k	2.83	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.0	$111k	+6%	16k	7.05	View chart
Kyverna Therapeutics (KYTX)	0.0	$103k	NEW	12k	8.91	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$95k	NEW	11k	8.75	View chart
Hertz Global Hldgs Com New (HTZ)	0.0	$87k	NEW	39k	2.27	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.0	$83k	+2%	23k	3.64	View chart
Arbor Realty Trust (ABR)	0.0	$58k	-42%	11k	5.42	View chart
U S Global Invs Cl A (GROW)	0.0	$38k	-4%	12k	3.12	View chart
Vs Trust 2x Lo Vi Fu Et (UVIX)	0.0	$33k	NEW	11k	3.09	View chart
Direxion Shares Etf Trust Dai Sem 3x Etf (SOXS)	0.0	$33k	NEW	10k	3.24	View chart
Coty Com Cl A (COTY)	0.0	$25k	-70%	12k	2.16	View chart
Cohen & Steers Quality Incom Right 07/15/2026	0.0	$1.7k	NEW	116k	0.01	View chart

Past Filings by Samalin Investment Counsel

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

Samalin Investment Counsel 2026 Q2 filed July 27, 2026
Samalin Investment Counsel 2026 Q1 filed April 23, 2026
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

View all past filings

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