Samalin Investment Counsel, LLC Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$261.0B

Holdings

294

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (294 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
37,086$7.6B2.92%
2
MSFTMICROSOFT CORP
11,526$5.7B2.20%
3
SPYSPDR S&P 500 ETF TR
9,175$5.7B2.17%
4
NVDANVIDIA CORPORATION
34,720$5.5B2.10%Put
5
OUNZVANECK MERK GOLD ETF
169,439$5.4B2.07%
6
IWYISHARES TR
18,448$4.5B1.74%
7
BRK/BBERKSHIRE HATHAWAY INC DEL
9,069$4.4B1.69%
8
ITOTISHARES TR
32,574$4.4B1.69%
9
DGROISHARES TR
63,150$4.0B1.55%
10
IWRISHARES TR
43,669$4.0B1.54%
11
GQ9SPDR GOLD TR
10,472$3.2B1.22%
12
EFAVISHARES TR
35,964$3.0B1.16%
13
DFACDIMENSIONAL ETF TRUST
80,694$2.9B1.11%
14
TIPISHARES TR
25,396$2.8B1.07%
15
SHYISHARES TR
32,743$2.7B1.04%
16
MPLXMPLX LP
52,213$2.7B1.03%
17
ISTBISHARES TR
55,239$2.7B1.03%
18
ETNEATON CORP PLC
7,481$2.7B1.02%
19
JPMJPMORGAN CHASE & CO.
9,191$2.7B1.02%
20
USTBVICTORY PORTFOLIOS II
50,818$2.6B0.99%
21
FTECFIDELITY COVINGTON TRUST
12,816$2.5B0.97%
22
NDQINVESCO QQQ TR
4,496$2.5B0.95%
23
METAMETA PLATFORMS INC
3,215$2.4B0.91%
24
BIZDVANECK ETF TRUST
138,597$2.3B0.86%
25
EPDENTERPRISE PRODS PARTNERS L
67,295$2.1B0.80%
26
AMLPALPS ETF TR
41,251$2.0B0.77%
27
PFFAETFIS SER TR I
94,062$2.0B0.75%
28
MLCOMELCO RESORTS AND ENTMNT LTD
263,773$1.9B0.73%
29
IJRISHARES TR
17,342$1.9B0.73%
30
TSLATESLA INC
5,890$1.9B0.72%
31
RQICOHEN & STEERS QUALITY INCOM
146,668$1.8B0.70%
32
APOAPOLLO GLOBAL MGMT INC
11,947$1.7B0.65%
33
IVVISHARES TR
2,613$1.6B0.62%
34
AMZNAMAZON COM INC
7,369$1.6B0.62%
35
ARCCARES CAPITAL CORP
71,408$1.6B0.60%
36
PGPROCTER AND GAMBLE CO
9,722$1.5B0.59%
37
DFUVDIMENSIONAL ETF TRUST
36,595$1.5B0.59%
38
OPRAOPERA LTD
79,389$1.5B0.57%
39
RSPINVESCO EXCHANGE TRADED FD T
7,597$1.4B0.53%
40
DFSBDIMENSIONAL ETF TRUST
26,248$1.4B0.53%
41
DFUSDIMENSIONAL ETF TRUST
20,314$1.4B0.52%
42
HQHABRDN HEALTHCARE INVESTORS
87,850$1.4B0.52%
43
XLUSELECT SECTOR SPDR TR
16,648$1.4B0.52%
44
DFSDDIMENSIONAL ETF TRUST
27,835$1.3B0.51%
45
BACBANK AMERICA CORP
27,883$1.3B0.51%
46
UNHUNITEDHEALTH GROUP INC
4,083$1.3B0.49%
47
EEMISHARES TR
26,328$1.3B0.49%
48
AVGOBROADCOM INC
4,506$1.2B0.48%
49
VNQVANGUARD INDEX FDS
13,788$1.2B0.47%
50
DFCFDIMENSIONAL ETF TRUST
29,055$1.2B0.47%
51
DFIPDIMENSIONAL ETF TRUST
29,250$1.2B0.47%
52
PTYPIMCO CORPORATE & INCOME OPP
86,888$1.2B0.46%
53
WESWESTERN MIDSTREAM PARTNERS L
31,004$1.2B0.46%
54
FFC0OAKTREE SPECIALTY LENDING CO
87,512$1.2B0.46%
55
OBDCBLUE OWL CAPITAL CORPORATION
82,519$1.2B0.45%
56
DFASDIMENSIONAL ETF TRUST
18,440$1.2B0.45%
57
HTDHANCOCK JOHN TAX-ADVANTAGED
49,758$1.2B0.45%
58
HDHOME DEPOT INC
3,109$1.1B0.44%
59
RVTROYCE SMALL CAP TRUST INC
75,679$1.1B0.44%
60
XLKSELECT SECTOR SPDR TR
4,422$1.1B0.43%
61
FBTCFIDELITY WISE ORIGIN BITCOIN
11,516$1.1B0.41%
62
GOOGLALPHABET INC
6,016$1.1B0.41%
63
VVISA INC
2,920$1.0B0.40%
64
XRNPXCOHEN & STEERS REIT & PFD &
45,167$1.0B0.39%
65
DUHPDIMENSIONAL ETF TRUST
28,580$1.0B0.39%
66
XAWPXABRDN GLOBAL PREMIER PPTYS F
254,959$1.0B0.39%
67
PDOPIMCO DYNAMIC INCOME OPRNTS
73,108$985.5M0.38%
68
ETENERGY TRANSFER L P
54,090$980.7M0.38%
69
OREALTY INCOME CORP
16,966$977.4M0.37%
70
BGRBLACKROCK ENERGY & RES TR
73,583$975.7M0.37%
71
JNJJOHNSON & JOHNSON
6,337$968.0M0.37%
72
BTOHANCOCK JOHN FINL OPPTYS FD
27,288$966.5M0.37%
73
RFICOHEN & STEERS TOTAL RETURN
78,241$943.6M0.36%
74
DFPFLAHERTY & CRUMRINE DYNAMIC
45,071$925.3M0.35%
75
JPCNUVEEN PFD & INCOME OPPORTUN
114,822$920.9M0.35%
76
DFAIDIMENSIONAL ETF TRUST
26,580$918.9M0.35%
77
PDIPIMCO DYNAMIC INCOME FD
48,417$918.5M0.35%
78
THQABRDN HEALTHCARE OPPORTUNITI
48,870$898.7M0.34%
79
WPCWP CAREY INC
14,371$896.5M0.34%
80
IJHISHARES TR
14,135$876.7M0.34%
81
THWABRDN WORLD HEALTHCARE FUND
84,969$871.8M0.33%
82
OHIOMEGA HEALTHCARE INVS INC
23,664$867.3M0.33%
83
MCDMCDONALDS CORP
2,933$857.0M0.33%
84
DFLVDIMENSIONAL ETF TRUST
27,213$844.2M0.32%
85
HODLVANECK BITCOIN ETF
27,372$834.0M0.32%
86
CLSCELESTICA INC
5,324$831.3M0.32%
87
MOALTRIA GROUP INC
14,063$824.5M0.32%
88
OXLCLOXFORD LANE CAP CORP
195,696$821.9M0.31%
89
CVXCHEVRON CORP NEW
5,716$818.5M0.31%
90
MDYSPDR S&P MIDCAP 400 ETF TR
1,416$802.6M0.31%
91
USALIBERTY ALL STAR EQUITY FD
116,756$795.1M0.30%
92
FLEXFLEX LTD
15,823$789.9M0.30%
93
ARIAPOLLO COML REAL EST FIN INC
81,068$784.7M0.30%
94
LYBLYONDELLBASELL INDUSTRIES N
13,437$777.5M0.30%
95
PLTRPALANTIR TECHNOLOGIES INC
5,641$769.1M0.29%
96
BXBLACKSTONE INC
5,104$763.5M0.29%
97
MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.
11,335$755.4M0.29%
98
SPOTSPOTIFY TECHNOLOGY S A
980$752.5M0.29%
99
NFLXNETFLIX INC
561$752.1M0.29%
100
GSLGLOBAL SHIP LEASE INC NEW
28,569$751.7M0.29%
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