Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Samalin Investment Counsel

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

Top 5 stock holdings are AAPL, OUNZ, SPY, GLD, DGRO, and represent 11.37% of Samalin Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: RSP, SCHD, AWP, NML, EVT, CHI, BIZD, ADX, GAM, HQH.
Started 25 new stock positions in GLPI, XFLT, JBLU, AWP, NML, CTO, ADX, CAT, OSCR, STUB.
Reduced shares in these 10 stocks: ITOT, AAPL, Alpine Global Premier Pptys Fd Com Sbi cef, RDDT, IWR, , DIA, MSFT, IVV, .
Sold out of its positions in Alpine Global Premier Pptys Fd Com Sbi cef, ARE, BGR, HIW, INTU, BAB, IYH, IYG, MA, New Gold Inc Cda. NSC, PBR, RDDT, UBER, VGT, Xai Octagon Floatng Rate Alt, LYB, HAFN.
Samalin Investment Counsel was a net buyer of stock by $6.0M.
Samalin Investment Counsel has $282M in assets under management (AUM), dropping by 0.03%.
Central Index Key (CIK): 0001544366

Tip: Access up to 7 years of quarterly data

Positions held by Samalin Investment Counsel consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Samalin Investment Counsel

Samalin Investment Counsel holds 319 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.1	$8.6M	-11%	34k	253.79	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	2.8	$8.0M	-4%	177k	45.05	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.1	$5.9M	+2%	9.1k	650.32	View chart
Spdr Gold Tr Gold Shs (GLD)	1.7	$4.8M		11k	430.29	View chart
Ishares Tr Core Div Grwth (DGRO)	1.7	$4.7M	-2%	67k	70.18	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.6	$4.6M	+5%	19k	248.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$4.2M	-3%	8.9k	479.17	View chart
Microsoft Corporation (MSFT)	1.5	$4.2M	-14%	11k	370.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$3.7M	+149%	20k	191.92	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.3	$3.6M		40k	91.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$3.6M	-23%	26k	142.43	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.3	$3.6M	-21%	37k	97.23	View chart
Bank of America Corporation (BAC)	1.2	$3.5M		72k	48.75	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.2	$3.4M	+23%	64k	52.64	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$3.4M	+4%	87k	38.86	View chart
MPLX Com Unit Rep Ltd (MPLX)	1.2	$3.3M	+4%	58k	57.07	View chart
NVIDIA Corporation (NVDA)	1.1	$3.2M	-5%	19k	174.40	View chart
Ishares Tr Tips Bd Etf (TIP)	1.1	$3.0M	-2%	27k	110.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$3.0M	+23%	24k	124.31	View chart
Enterprise Products Partners (EPD)	1.1	$3.0M	+10%	78k	37.84	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	1.0	$2.9M	-6%	58k	50.58	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.0	$2.9M	-4%	60k	48.46	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$2.8M	-6%	34k	82.57	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.0	$2.8M	+15%	14k	208.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$2.7M	-2%	4.6k	577.22	View chart
Eaton Corp SHS (ETN)	0.9	$2.6M		7.2k	357.65	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.5M	-3%	8.6k	294.15	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.9	$2.5M	+48%	194k	12.80	View chart
Meta Platforms Cl A (META)	0.9	$2.4M	-15%	4.3k	572.18	View chart
Abrdn Healthcare Investors Sh Ben Int (HQH)	0.8	$2.2M	+53%	126k	17.79	View chart
Tesla Motors (TSLA)	0.8	$2.1M		5.8k	371.78	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$2.1M	+5%	42k	48.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$2.0M	+535%	65k	30.68	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.7	$1.9M	-4%	94k	20.36	View chart
Royce Value Trust (RVT)	0.7	$1.9M	+57%	113k	16.60	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.7M		19k	88.70	View chart
Cohen & Steers Quality Income Realty (RQI)	0.6	$1.7M	-10%	138k	12.05	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$1.6M	+10%	23k	70.91	View chart
Johnson & Johnson (JNJ)	0.6	$1.6M	+10%	6.5k	244.45	View chart
Procter & Gamble Company (PG)	0.6	$1.6M	+10%	11k	144.44	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.6	$1.6M	+116%	146k	10.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.6M		5.4k	287.54	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.6	$1.6M	+10%	38k	41.17	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.5	$1.5M		33k	45.89	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$1.5M	+8%	21k	71.13	View chart
UnitedHealth (UNH)	0.5	$1.5M	-5%	5.4k	270.57	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.5	$1.4M	+122%	36k	39.28	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.5	$1.4M	-3%	27k	51.74	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$1.4M	-3%	25k	56.79	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$1.4M		29k	47.88	View chart
Amazon (AMZN)	0.5	$1.4M		6.7k	208.27	View chart
Merck & Co (MRK)	0.5	$1.4M	+62%	11k	120.29	View chart
Ares Capital Corporation (ARCC)	0.5	$1.4M	-3%	75k	18.02	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.5	$1.3M	+2%	32k	42.22	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$1.3M	+15%	10k	132.89	View chart
Apollo Global Mgmt (APO)	0.5	$1.3M		12k	111.42	View chart
Omega Healthcare Investors (OHI)	0.4	$1.3M	+20%	29k	43.82	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.4	$1.2M		30k	41.72	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$1.2M	+8%	34k	36.76	View chart
Broadcom (AVGO)	0.4	$1.2M		3.9k	309.54	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.4	$1.2M		48k	24.77	View chart
Tcg Bdc (CGBD)	0.4	$1.2M	+9%	107k	10.94	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP)	0.4	$1.2M	NEW	105k	11.05	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$1.1M	+2%	30k	38.96	View chart
Opera Sponsored Ads (OPRA)	0.4	$1.1M	+3%	81k	14.26	View chart
Wp Carey (WPC)	0.4	$1.1M	+7%	17k	67.96	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$1.1M	+5%	31k	35.71	View chart
Chevron Corporation (CVX)	0.4	$1.1M	-2%	5.4k	206.90	View chart
Realty Income (O)	0.4	$1.0M	-6%	17k	61.18	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.4	$1.0M		53k	19.30	View chart
Verizon Communications (VZ)	0.4	$1.0M	-11%	20k	50.20	View chart
Micron Technology (MU)	0.4	$1.0M	-4%	3.0k	337.83	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.4	$1.0M	-3%	84k	12.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$993k	+24%	4.6k	215.05	View chart
Ero Copper Corp (ERO)	0.4	$993k		37k	26.67	View chart
Neuberger Berman Mlp Income (NML)	0.4	$991k	NEW	94k	10.51	View chart
Home Depot (HD)	0.3	$981k		3.0k	328.86	View chart
Altria (MO)	0.3	$927k	+8%	14k	65.99	View chart
Westlake Chem Partners Com Unit Rp Lp (WLKP)	0.3	$925k	-5%	42k	22.09	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$918k		83k	11.06	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$904k	+4%	1.5k	616.94	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.3	$901k	NEW	37k	24.55	View chart
Frontview Reit (FVR)	0.3	$897k		58k	15.47	View chart
Global Ship Lease Com Cl A (GSL)	0.3	$881k	+2%	24k	37.23	View chart
Exxon Mobil Corporation (XOM)	0.3	$878k		5.2k	169.67	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.3	$848k	-10%	66k	12.93	View chart
Cohen & Steers REIT/P (RNP)	0.3	$846k	-5%	43k	19.76	View chart
Cohen & Steers Total Return Real (RFI)	0.3	$842k		76k	11.14	View chart
Visa Com Cl A (V)	0.3	$838k		2.8k	302.26	View chart
Wal-Mart Stores (WMT)	0.3	$819k		6.6k	124.27	View chart
McDonald's Corporation (MCD)	0.3	$817k	-3%	2.6k	310.83	View chart
LXP Industrial Trust (LXP)	0.3	$805k	+10%	17k	46.26	View chart
Community Healthcare Tr (CHCT)	0.3	$804k	+18%	51k	15.89	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.3	$797k	-11%	106k	7.54	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$797k	-20%	12k	67.53	View chart
Goldman Sachs (GS)	0.3	$796k	-7%	941.00	846.05	View chart
Oxford Lane Cap Corp (OXLC)	0.3	$793k	+105%	81k	9.78	View chart
Adams Express Company (ADX)	0.3	$789k	NEW	36k	21.89	View chart
General American Investors (GAM)	0.3	$789k	NEW	14k	58.47	View chart
Melco Resorts And Entmnt Adr (MLCO)	0.3	$788k	+907%	139k	5.68	View chart
Flextronics Intl Ord (FLEX)	0.3	$782k	+2%	12k	65.46	View chart
Hewlett Packard Enterprise C 7.625 Mand Conv (HPE.PC)	0.3	$774k	+13%	12k	64.51	View chart
Eli Lilly & Co. (LLY)	0.3	$772k	-7%	840.00	919.26	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.3	$771k	-15%	46k	16.80	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.3	$770k	-8%	66k	11.67	View chart
Calamos (CCD)	0.3	$768k	-12%	36k	21.35	View chart
Apollo Commercial Real Est. Finance (ARI)	0.3	$763k	-13%	72k	10.56	View chart
SLB Com Stk (SLB)	0.3	$763k	+140%	15k	51.39	View chart
Hancock John Finl Opptys Sh Ben Int New (BTO)	0.3	$756k	-18%	21k	35.87	View chart
Pfizer (PFE)	0.3	$756k	+9%	27k	28.08	View chart
Flaherty & Crumrine Dynamic SHS (DFP)	0.3	$752k	-12%	38k	20.07	View chart
Abbvie (ABBV)	0.3	$751k	+2%	3.5k	217.48	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$750k	-9%	44k	17.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$749k	-10%	2.6k	286.87	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$744k		7.7k	96.70	View chart
Rivernorth Managed (RMM)	0.3	$744k	-11%	55k	13.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$732k	-42%	1.1k	652.94	View chart
Citigroup Com New (C)	0.2	$698k		6.2k	113.42	View chart
Microchip Technology Dep Shs Repstg (MCHPP)	0.2	$697k	+2%	12k	56.97	View chart
Celestica (CLS)	0.2	$694k	-2%	2.5k	281.69	View chart
High Income Secs Shs Ben Int (PCF)	0.2	$694k	+28%	126k	5.52	View chart
Amgen (AMGN)	0.2	$689k	-12%	2.0k	351.78	View chart
Blackrock Res & Commodities SHS (BCX)	0.2	$688k	-23%	57k	12.05	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.2	$684k		14k	49.85	View chart
Xplr Infrastructure Com Unit Part In (XIFR)	0.2	$675k	-4%	64k	10.62	View chart
Dimensional Etf Trust International (DFSI)	0.2	$673k	+7%	16k	42.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$667k	-7%	9.0k	74.35	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$663k		3.4k	196.18	View chart
Nextera Energy (NEE)	0.2	$655k		7.1k	92.88	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$650k	+39%	7.7k	84.91	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$642k		5.6k	114.98	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.2	$641k		9.2k	69.40	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$634k		12k	54.55	View chart
Ramaco Res Com Cl B (METCB)	0.2	$617k	+11%	61k	10.20	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.2	$617k	+2%	57k	10.89	View chart
Netflix (NFLX)	0.2	$612k	+11%	6.4k	96.15	View chart
Biosante Pharmaceuticals (ANIP)	0.2	$605k	NEW	7.9k	76.90	View chart
Cameco Corporation (CCJ)	0.2	$603k	+3%	5.6k	108.62	View chart
Jackson Financial Com Cl A (JXN)	0.2	$602k	+5%	5.7k	105.73	View chart
Algonquin Power & Utilities equs (AQN)	0.2	$589k	-13%	96k	6.14	View chart
At&t (T)	0.2	$585k	+95%	20k	28.99	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$578k		3.8k	151.42	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$576k	+2%	9.8k	59.03	View chart
Medical Properties Trust (MPT)	0.2	$573k	-12%	124k	4.63	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.2	$570k	-9%	11k	49.96	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.2	$569k	-2%	103k	5.55	View chart
Kimbell Rty Partners Unit (KRP)	0.2	$562k	-8%	39k	14.47	View chart
Eagle Pt Cr (ECC)	0.2	$554k	+101%	147k	3.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$554k		4.9k	113.10	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$550k	-20%	55k	10.03	View chart
Oracle Corporation (ORCL)	0.2	$548k	+15%	3.7k	147.10	View chart
Cohen & Steers infrastucture Fund (UTF)	0.2	$548k	-15%	21k	25.88	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$547k		7.0k	78.41	View chart
National Retail Properties (NNN)	0.2	$542k	-7%	13k	42.03	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$538k	-3%	5.5k	97.13	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$533k	-3%	2.9k	181.39	View chart
Ares Coml Real Estate (ACRE)	0.2	$533k	-7%	111k	4.80	View chart
Annaly Capital Management In Com New (NLY)	0.2	$526k	-19%	25k	21.15	View chart
Occidental Petroleum Corporation (OXY)	0.2	$506k	NEW	7.8k	65.00	View chart
Capital Southwest Corporation (CSWC)	0.2	$506k	-19%	23k	22.12	View chart
Solar Cap (SLRC)	0.2	$499k	-11%	35k	14.31	View chart
Triplepoint Venture Gr Bdc cs (TPVG)	0.2	$497k	+7%	100k	4.99	View chart
National Grid Sponsored Adr Ne (NGG)	0.2	$491k		5.8k	84.60	View chart
Brightspire Capital Com Cl A (BRSP)	0.2	$490k	-23%	87k	5.60	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.2	$489k	+4%	26k	19.16	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$486k		5.0k	97.90	View chart
Xai Octagn Flt Rat & Alt Inm Com Shs Benf Int (XFLT)	0.2	$480k	NEW	28k	17.18	View chart
Kilroy Realty Corporation (KRC)	0.2	$476k	NEW	17k	28.21	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$474k	-9%	1.9k	248.04	View chart
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)	0.2	$473k	-14%	45k	10.54	View chart
Union Pacific Corporation (UNP)	0.2	$461k		1.9k	242.59	View chart
Lam Research Corp Com New (LRCX)	0.2	$460k		2.2k	213.63	View chart
Millrose Pptys Com Cl A (MRP)	0.2	$455k	NEW	16k	28.00	View chart
Orion Office Reit Inc-w/i (ONL)	0.2	$454k		211k	2.15	View chart
Spdr Series Trust State Street Spd (KRE)	0.2	$454k		7.0k	65.15	View chart
Sabra Health Care REIT (SBRA)	0.2	$452k		24k	19.23	View chart
Linde SHS (LIN)	0.2	$445k	-5%	897.00	496.00	View chart
Parker-Hannifin Corporation (PH)	0.2	$445k		497.00	895.05	View chart
Ing Groep Sponsored Adr (ING)	0.2	$443k		17k	26.05	View chart
Spdr Series Trust State Street Spd (KBE)	0.2	$442k		7.4k	59.55	View chart
Highland Opps & Income Highland Income (HFRO)	0.2	$442k	-7%	77k	5.71	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.2	$439k	-2%	6.4k	69.18	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$439k	-3%	2.1k	211.14	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$436k		8.3k	52.78	View chart
Cisco Systems (CSCO)	0.2	$436k		5.6k	77.59	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.2	$436k		44k	9.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$435k	-4%	4.8k	90.52	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$434k		13k	33.86	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$428k	-3%	5.5k	78.41	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.2	$428k	+2%	19k	22.33	View chart
Cbre Clarion Global Real Estat re (IGR)	0.1	$422k	+7%	96k	4.39	View chart
Honeywell International (HON)	0.1	$420k		1.9k	226.03	View chart
Simon Property (SPG)	0.1	$416k	+8%	2.2k	186.56	View chart
Etf Ser Solutions Hoya Capt Hi Div (RIET)	0.1	$415k	+6%	46k	8.99	View chart
Kkr & Co (KKR)	0.1	$412k	-2%	4.4k	92.50	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$411k	+2%	10k	39.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$411k		687.00	597.59	View chart
Costco Wholesale Corporation (COST)	0.1	$410k	-12%	411.00	997.14	View chart
Starwood Property Trust (STWD)	0.1	$409k	+11%	24k	17.22	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$404k	-29%	10k	40.14	View chart
Abbott Laboratories (ABT)	0.1	$400k		3.9k	102.67	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$395k		511.00	772.85	View chart
Equinix (EQIX)	0.1	$393k	-2%	401.00	980.81	View chart
Wells Fargo & Company (WFC)	0.1	$389k		4.9k	79.62	View chart
Putnam Etf Trust Bdc Income Etf (PBDC)	0.1	$387k	-42%	14k	27.58	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.1	$386k	-28%	4.5k	86.33	View chart
Digital Realty Trust (DLR)	0.1	$386k	-3%	2.1k	180.19	View chart
Spotify Technology S A SHS (SPOT)	0.1	$386k	-15%	796.00	484.91	View chart
CMS Energy Corporation (CMS)	0.1	$383k	-3%	4.9k	77.57	View chart
Rithm Capital Corp Com New (RITM)	0.1	$380k	+3%	40k	9.48	View chart
Morgan Stanley Com New (MS)	0.1	$374k		2.3k	164.57	View chart
Cincinnati Financial Corporation (CINF)	0.1	$372k	-3%	2.4k	157.34	View chart
Coupang Cl A (CPNG)	0.1	$369k	-4%	20k	18.88	View chart
Novo-nordisk A S Adr (NVO)	0.1	$368k	-11%	10k	36.75	View chart
Ishares Msci Brazil Etf (EWZ)	0.1	$364k	-5%	9.5k	38.39	View chart
Automatic Data Processing (ADP)	0.1	$363k		1.8k	203.13	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$362k	-69%	781.00	463.14	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$361k		3.2k	114.32	View chart
RadNet (RDNT)	0.1	$360k		6.4k	55.89	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$357k	-5%	3.7k	96.91	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$356k		5.5k	64.59	View chart
American Express Company (AXP)	0.1	$353k		1.2k	302.59	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$353k	+20%	4.4k	80.05	View chart
Palantir Technologies Cl A (PLTR)	0.1	$352k	-46%	2.4k	146.26	View chart
International Business Machines (IBM)	0.1	$350k		1.4k	242.44	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$347k		6.0k	57.64	View chart
Gamco Nat Res Gold & Income Sh Ben Int (GNT)	0.1	$341k	-18%	41k	8.35	View chart
Raymond James Financial (RJF)	0.1	$340k	-2%	2.4k	144.82	View chart
Northrop Grumman Corporation (NOC)	0.1	$339k		497.00	681.79	View chart
Bristol Myers Squibb (BMY)	0.1	$335k	+3%	5.5k	60.66	View chart
Consolidated Edison (ED)	0.1	$332k		2.9k	113.16	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$321k	-15%	18k	17.54	View chart
PennyMac Mortgage Investment Trust (PMT)	0.1	$320k	+2%	27k	11.66	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$318k		3.9k	82.49	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$314k	-9%	37k	8.52	View chart
General Dynamics Corporation (GD)	0.1	$305k		889.00	343.41	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$304k		8.9k	33.98	View chart
Chubb (CB)	0.1	$303k		930.00	326.10	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$303k		21k	14.28	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$302k	+3%	8.9k	33.97	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$302k	-12%	1.3k	237.70	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.1	$297k	+10%	16k	19.15	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$297k		2.1k	138.32	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$291k	-5%	2.0k	147.55	View chart
Taseko Cad (TGB)	0.1	$290k		45k	6.45	View chart
Morgan Stanley India Investment Fund (IIF)	0.1	$290k	+8%	14k	20.58	View chart
Starbucks Corporation (SBUX)	0.1	$289k	-4%	3.2k	89.59	View chart
Amphenol Corp Cl A (APH)	0.1	$286k	-5%	2.3k	126.33	View chart
Targa Res Corp (TRGP)	0.1	$281k		1.1k	250.75	View chart
RBB F/m Us Treasury (TBIL)	0.1	$274k	NEW	5.5k	49.86	View chart
Kite Realty Group Trust Com New (KRG)	0.1	$271k	+3%	11k	24.55	View chart
Apple Hospitality Reit Com New (APLE)	0.1	$271k	+26%	24k	11.51	View chart
Southern Company (SO)	0.1	$261k		2.7k	96.50	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$259k		1.3k	198.26	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$257k		4.0k	64.73	View chart
Chiron Real Estate Com New (XRN)	0.1	$257k		7.8k	33.08	View chart
Microchip Technology (MCHP)	0.1	$257k		4.0k	64.61	View chart
Icici Bank Adr (IBN)	0.1	$254k	+2%	9.8k	25.90	View chart
Regions Financial Corporation (RF)	0.1	$252k	+17%	9.7k	26.12	View chart
Iron Mountain (IRM)	0.1	$252k	-4%	2.5k	102.15	View chart
S&p Global (SPGI)	0.1	$250k	-5%	588.00	425.55	View chart
Tutor Perini Corporation (TPC)	0.1	$248k	NEW	3.2k	77.18	View chart
IDEXX Laboratories (IDXX)	0.1	$242k		431.00	561.43	View chart
Nrg Energy Com New (NRG)	0.1	$235k	-5%	1.6k	146.18	View chart
ConAgra Foods (CAG)	0.1	$231k	NEW	15k	15.72	View chart
Solaris Energy Infras Com Cl A (SEI)	0.1	$229k	NEW	4.1k	56.51	View chart
Agilent Technologies Inc C ommon (A)	0.1	$228k		2.0k	114.00	View chart
Dow (DOW)	0.1	$226k	-40%	5.4k	41.65	View chart
Nucor Corporation (NUE)	0.1	$226k		1.3k	169.14	View chart
Hca Holdings (HCA)	0.1	$224k	-19%	472.00	473.71	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$221k		860.00	257.43	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.1	$220k		5.6k	39.48	View chart
Host Hotels & Resorts (HST)	0.1	$219k	NEW	11k	19.16	View chart
Colgate-Palmolive Company (CL)	0.1	$219k	-2%	2.6k	85.22	View chart
UMH Properties (UMH)	0.1	$219k	+21%	15k	14.43	View chart
Welltower Inc Com reit (WELL)	0.1	$217k	-8%	1.1k	197.65	View chart
Oneok (OKE)	0.1	$216k	NEW	2.4k	90.41	View chart
Greystone Housing Impact Inv Ben Unit Ctf (GHI)	0.1	$216k	+43%	44k	4.92	View chart
Sea Sponsord Ads (SE)	0.1	$215k	-16%	2.6k	82.79	View chart
Hecla Mining Company (HL)	0.1	$215k	-30%	12k	18.63	View chart
Entergy Corporation (ETR)	0.1	$214k	NEW	1.9k	112.34	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$213k	-7%	1.5k	146.60	View chart
Centerspace (CSR)	0.1	$212k	+4%	3.7k	57.45	View chart
Expedia Group Com New (EXPE)	0.1	$208k	-9%	902.00	230.82	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$208k		1.2k	168.91	View chart
Qualcomm (QCOM)	0.1	$207k	-2%	1.6k	128.81	View chart
Caterpillar (CAT)	0.1	$206k	NEW	291.00	708.41	View chart
Anthem (ELV)	0.1	$206k	-3%	704.00	292.56	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$206k		577.00	356.77	View chart
Cohen & Steers Real Estate O Shs Benfin Int (RLTY)	0.1	$205k	-7%	14k	14.54	View chart
Amplify Etf Tr Cef High Income (YYY)	0.1	$204k	-4%	19k	11.03	View chart
Walt Disney Company (DIS)	0.1	$202k	-6%	2.1k	96.40	View chart
Cto Realty Growth (CTO)	0.1	$202k	NEW	11k	18.49	View chart
Las Vegas Sands (LVS)	0.1	$202k	-15%	3.7k	53.88	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$200k	NEW	4.5k	44.37	View chart
Nkarta (NKTX)	0.1	$198k	-37%	94k	2.11	View chart
Western Union Company (WU)	0.1	$180k	-20%	21k	8.73	View chart
Banco Santander Sa Adr (SAN)	0.1	$158k	-16%	14k	11.28	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.1	$157k	+2%	12k	12.59	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	0.1	$156k		43k	3.65	View chart
Ladder Cap Corp Cl A (LADR)	0.1	$151k	+3%	15k	9.77	View chart
Summit Hotel Properties (INN)	0.1	$150k	+6%	34k	4.42	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$149k	+3%	17k	8.88	View chart
Arbor Realty Trust (ABR)	0.1	$143k	+6%	19k	7.71	View chart
Oscar Health Cl A (OSCR)	0.0	$139k	NEW	12k	11.47	View chart
Flagstar Bank National Assoc Com New (FLG)	0.0	$137k		10k	13.17	View chart
Energy Transfer 9.250% Fxd Pfd I (ET.PI)	0.0	$129k	NEW	11k	11.57	View chart
Blackrock Tech And Private E Shs Ben Int (BTX)	0.0	$108k	NEW	16k	6.60	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.0	$102k	+20%	15k	6.90	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$96k	-27%	18k	5.32	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.0	$81k	+2%	22k	3.63	View chart
Coty Com Cl A (COTY)	0.0	$78k	+143%	39k	2.01	View chart
Plug Pwr Com New (PLUG)	0.0	$78k	-2%	35k	2.26	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$78k	+2%	10k	7.52	View chart
Stubhub Hldgs Cl A (STUB)	0.0	$73k	NEW	12k	6.24	View chart
Prospect Capital Corporation (PSEC)	0.0	$51k		20k	2.61	View chart
JetBlue Airways Corporation (JBLU)	0.0	$46k	NEW	10k	4.42	View chart
U S Global Invs Cl A (GROW)	0.0	$31k	-23%	13k	2.48	View chart
Ready Cap Corp Com reit (RC)	0.0	$31k	+4%	19k	1.62	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 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
Samalin Investment Counsel 2021 Q4 restated filed Oct. 14, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z