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)

StockValue
EPREPR PPTYS
$735.3M
XOMEXXON MOBIL CORP
$734.0M
PFEPFIZER INC
$733.8M
VIGVANGUARD SPECIALIZED FUNDS
$731.5M
DOCHEALTHPEAK PROPERTIES INC
$718.2M
XIFRXPLR INFRASTRUCTURE LP
$716.9M
UTGREAVES UTIL INCOME FD
$716.9M
CCDCALAMOS DYNAMIC CONV & INCOM
$714.4M
KKRKKR & CO INC
$706.4M
MOATVANECK ETF TRUST
$703.2M
MUMICRON TECHNOLOGY INC
$701.1M
ORCLORACLE CORP
$692.8M
BNSBANK NOVA SCOTIA HALIFAX
$687.2M
BCXBLACKROCK RES & COMMODITIES
$684.1M
FVRFRONTVIEW REIT INC
$681.7M
ACREARES COML REAL ESTATE CORP
$680.8M
GSGOLDMAN SACHS GROUP INC
$675.8M
TPVGTRIPLEPOINT VENTURE GROWTH B
$649.4M
SNRENSUNRISE COMMUNICATIONS AG
$646.1M
CPNGCOUPANG INC
$629.7M
ONLORION PROPERTIES INC
$626.9M
UTFCOHEN & STEERS INFRASTRUCTUR
$622.2M
ABBVABBVIE INC
$617.4M
GOOGALPHABET INC
$612.4M
LLYELI LILLY & CO
$611.5M
COSTCOSTCO WHSL CORP NEW
$611.4M
EROERO COPPER CORP
$609.3M
AGNCAGNC INVT CORP
$608.1M
AQN.TOALGONQUIN PWR UTILS CORP
$607.5M
WMTWALMART INC
$607.5M
AMGNAMGEN INC
$604.2M
XFLTXAI OCTAGN FLT RAT & ALT INM
$599.5M
LXPUSDLXP INDUSTRIAL TRUST
$596.7M
VTVVANGUARD INDEX FDS
$588.6M
CHCTCOMMUNITY HEALTHCARE TR INC
$588.5M
XLGINVESCO EXCHANGE TRADED FD T
$585.9M
ADPAUTOMATIC DATA PROCESSING IN
$583.1M
EFVISHARES TR
$582.5M
STWDSTARWOOD PPTY TR INC
$582.0M
FVALFIDELITY COVINGTON TRUST
$580.6M
TYGTORTOISE ENERGY INFRA CORP
$574.1M
CSWCCAPITAL SOUTHWEST CORP
$570.0M
HONHONEYWELL INTL INC
$566.5M
ABTABBOTT LABS
$564.9M
CHICALAMOS CONV OPPORTUNITIES &
$564.7M
SRLNSSGA ACTIVE ETF TR
$564.4M
XCHYXCALAMOS CONV & HIGH INCOME F
$563.0M
QQQMINVESCO EXCH TRADED FD TR II
$560.9M
VTVANGUARD INTL EQUITY INDEX F
$559.3M
NLYANNALY CAPITAL MANAGEMENT IN
$558.4M
CITHE CIGNA GROUP
$558.3M
MPTMEDICAL PPTYS TRUST INC
$553.7M
BRSPBRIGHTSPIRE CAPITAL INC
$552.7M
MRKMERCK & CO INC
$552.5M
SESEA LTD
$551.5M
DONSPDR DOW JONES INDL AVERAGE
$550.6M
NNNNNN REIT INC
$549.3M
WLKPWESTLAKE CHEM PARTNERS LP
$547.8M
IYWISHARES TR
$545.4M
SLRCSLR INVESTMENT CORP
$540.8M
HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C
$538.7M
AEBAALLETE INC
$530.8M
NSYNICE LTD
$527.7M
GHIGREYSTONE HOUSING IMPACT INV
$526.9M
AQLTISHARES TR
$524.3M
DFSIDIMENSIONAL ETF TRUST
$522.1M
LINLINDE PLC
$514.6M
DMBBNY MELLON MUN BD INFRASTRUC
$508.3M
ECCEAGLE POINT CREDIT COMPANY I
$507.4M
TCPCBLACKROCK TCP CAPITAL CORP
$505.2M
MDLZMONDELEZ INTL INC
$503.4M
VOOVANGUARD INDEX FDS
$495.2M
TRVCCITIGROUP INC
$493.7M
NEENEXTERA ENERGY INC
$488.1M
EFAISHARES TR
$487.0M
NVONOVO-NORDISK A S
$481.7M
IWMISHARES TR
$479.6M
IGRCBRE GBL REAL ESTATE INC FD
$476.7M
HFROHIGHLAND OPPS & INCOME FD
$470.6M
JXNJACKSON FINANCIAL INC
$467.6M
ACNACCENTURE PLC IRELAND
$466.0M
IRETTIDAL TR II
$465.4M
SBCSABRA HEALTH CARE REIT INC
$460.2M
PCFHIGH INCOME SECS FD
$454.4M
PTFINVESCO EXCHANGE TRADED FD T
$447.1M
JEPIJ P MORGAN EXCHANGE TRADED F
$446.7M
UNPUNION PAC CORP
$445.8M
CHRDCHORD ENERGY CORPORATION
$444.2M
PFXFVANECK ETF TRUST
$440.1M
SPYGSPDR SERIES TRUST
$434.8M
JEPQJ P MORGAN EXCHANGE TRADED F
$433.7M
ONEQFIDELITY COMWLTH TR
$425.4M
CSCOCISCO SYS INC
$423.4M
XEMDXWESTERN ASSET EMERGING MKTS
$423.3M
NGGNATIONAL GRID PLC
$417.1M
BXMTBLACKSTONE MTG TR INC
$416.0M
RIETETF SER SOLUTIONS
$414.4M
CPNQCALAMOS ETF TR
$413.2M
KBESPDR SERIES TRUST
$411.6M
CCOCAMECO CORP
$410.9M
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