Samalin Investment Counsel, LLC Q4 2025 Filing

Filed January 30, 2026

Portfolio Value

$281.9B

Holdings

312

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (312 positions)

StockValue
AAPLAPPLE INC
$10.4M
OUNZVANECK MERK GOLD ETF
$7.7M
MSFTMICROSOFT CORP
$6.4M
SPYSPDR S&P 500 ETF TR
$6.0M
ITOTISHARES TR
$5.0M
IWYISHARES TR
$4.9M
DGROISHARES TR
$4.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.6M
IWRISHARES TR
$4.5M
GQ9SPDR GOLD TR
$4.4M
BACBANK AMERICA CORP
$4.0M
NVDANVIDIA CORPORATION
$3.6M
EFAVISHARES TR
$3.4M
METAMETA PLATFORMS INC
$3.3M
DFACDIMENSIONAL ETF TRUST
$3.3M
USTBVICTORY PORTFOLIOS II
$3.1M
ISTBISHARES TR
$3.1M
TIPISHARES TR
$3.0M
SHYISHARES TR
$3.0M
MPLXMPLX LP
$3.0M
NDQINVESCO QQQ TR
$2.9M
JPMJPMORGAN CHASE & CO.
$2.9M
TSLATESLA INC
$2.6M
FTECFIDELITY COVINGTON TRUST
$2.6M
AMLPALPS ETF TR
$2.4M
IJRISHARES TR
$2.3M
ETNEATON CORP PLC
$2.3M
EPDENTERPRISE PRODS PARTNERS L
$2.3M
PFFAETFIS SER TR I
$2.1M
UNHUNITEDHEALTH GROUP INC
$1.9M
DFUVDIMENSIONAL ETF TRUST
$1.9M
BIZDVANECK ETF TRUST
$1.8M
RQICOHEN & STEERS QUALITY INCOM
$1.8M
APOAPOLLO GLOBAL MGMT INC
$1.7M
GOOGLALPHABET INC
$1.7M
VNQVANGUARD INDEX FDS
$1.7M
AMZNAMAZON COM INC
$1.6M
ARCCARES CAPITAL CORP
$1.6M
HQHABRDN HEALTHCARE INVESTORS
$1.5M
DFUSDIMENSIONAL ETF TRUST
$1.5M
RSPINVESCO EXCHANGE TRADED FD T
$1.5M
DFSBDIMENSIONAL ETF TRUST
$1.4M
PGPROCTER AND GAMBLE CO
$1.4M
EEMISHARES TR
$1.4M
XLUSELECT SECTOR SPDR TR
$1.4M
AVGOBROADCOM INC
$1.4M
DFSDDIMENSIONAL ETF TRUST
$1.4M
WESWESTERN MIDSTREAM PARTNERS L
$1.4M
DFASDIMENSIONAL ETF TRUST
$1.3M
IVVISHARES TR
$1.3M
DFCFDIMENSIONAL ETF TRUST
$1.3M
DFIPDIMENSIONAL ETF TRUST
$1.2M
DONSPDR DOW JONES INDL AVERAGE
$1.2M
XLKSELECT SECTOR SPDR TR
$1.2M
JNJJOHNSON & JOHNSON
$1.2M
CGBDCARLYLE SECURED LENDING INC
$1.2M
DUHPDIMENSIONAL ETF TRUST
$1.2M
RVTROYCE SMALL CAP TRUST INC
$1.2M
HTDHANCOCK JOHN TAX-ADVANTAGED
$1.1M
PTYPIMCO CORPORATE & INCOME OPP
$1.1M
OPRAOPERA LTD
$1.1M
DFAIDIMENSIONAL ETF TRUST
$1.1M
XAWPXABRDN GLOBAL PREMIER PPTYS F
$1.1M
EROERO COPPER CORP
$1.1M
OHIOMEGA HEALTHCARE INVS INC
$1.1M
HDHOME DEPOT INC
$1.0M
THQABRDN HEALTHCARE OPPORTUNITI
$1.0M
RDDTREDDIT INC
$1.0M
PDOPIMCO DYNAMIC INCOME OPRNTS
$1.0M
DFLVDIMENSIONAL ETF TRUST
$1.0M
OBDCBLUE OWL CAPITAL CORPORATION
$1.0M
OREALTY INCOME CORP
$1.0M
WPCWP CAREY INC
$1.0M
IJHISHARES TR
$978K
LLYELI LILLY & CO
$975K
VVISA INC
$971K
BGRBLACKROCK ENERGY & RES TR
$966K
JPCNUVEEN PFD & INCOME OPPORTUN
$964K
BACVERIZON COMMUNICATIONS INC
$939K
GOOGALPHABET INC
$919K
THWABRDN WORLD HEALTHCARE FUND
$916K
BTOHANCOCK JOHN FINL OPPTYS FD
$910K
XRNPXCOHEN & STEERS REIT & PFD &
$904K
GSGOLDMAN SACHS GROUP INC
$898K
MUMICRON TECHNOLOGY INC
$894K
DFPFLAHERTY & CRUMRINE DYNAMIC
$890K
ETENERGY TRANSFER L P
$862K
PDIPIMCO DYNAMIC INCOME FD
$861K
CCDCALAMOS DYNAMIC CONV & INCOM
$859K
BXBLACKSTONE INC
$858K
FVRFRONTVIEW REIT INC
$856K
MDYSPDR S&P MIDCAP 400 ETF TR
$845K
WLKPWESTLAKE CHEM PARTNERS LP
$842K
CVXCHEVRON CORP NEW
$840K
XRMMXRIVERNORTH MANAGED DUR MUN I
$838K
RFICOHEN & STEERS TOTAL RETURN
$834K
MCDMCDONALDS CORP
$833K
BCXBLACKROCK RES & COMMODITIES
$819K
VIGVANGUARD SPECIALIZED FUNDS
$816K
ARIAPOLLO COML REAL EST FIN INC
$810K
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