Fund HoldingsSamalin Investment Counsel, LLC

Total Portfolio Value
$246.72M
Total Bought
$33.85M
Total Sold
$18.77M
Net Transaction
+$15.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPDR GOLD TR(GLD)3,9059,905+6,0009462,8541.16%+1,909
BERKSHIRE HATHAWAY INC DEL08,494+8,49404,5241.83%+4,524
VANECK MERK GOLD ETF(OUNZ)196,397195,160-1,2374,9695,8822.38%+913
MELCO RESORTS AND ENTMNT LTD(MLCO)0261,312+261,31201,3770.56%+1,377
LYONDELLBASELL INDUSTRIES N
SHS - A -
011,185+11,18507870.32%+787
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
5,68218,207+12,5253621,1010.45%+739
OAKTREE SPECIALTY LENDING CO(OCSL)085,277+85,27701,3100.53%+1,310
SSGA ACTIVE ETF TR
ST STR BL LN ETF
016,712+16,71206870.28%+687
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
7,86627,440+19,5742669090.37%+644
META PLATFORMS INC(META)04,303+4,30302,4801.01%+2,480
DIMENSIONAL ETF TRUST
US LARG VALU ETF
9,09626,512+17,4162738100.33%+537
ALLETE INC08,174+8,17405370.22%+537
VANGUARD INDEX FDS010,912+10,91209880.40%+988
ORACLE CORP(ORCL)03,661+3,66105120.21%+512
DIMENSIONAL ETF TRUST
INTERNATIONAL
013,642+13,64204760.19%+476
ISHARES TR
CORE DIV GRWTH
48,04955,225+7,1762,9473,4121.38%+464
PALANTIR TECHNOLOGIES INC(PLTR)05,418+5,41804570.19%+457
NVIDIA CORPORATION(NVDA)(Put)03,600+3,6000390+390
LXP INDUSTRIAL TRUST(LXP)26,12669,403+43,2772126000.24%+388
SELECT SECTOR SPDR TR
ST STR UTIL ETF
016,624+16,62401,3110.53%+1,311
INTERNATIONAL BUSINESS MACHS(IBM)01,384+1,38403440.14%+344
MICROCHIP TECHNOLOGY INC.(MCHP)06,508+6,50803280.13%+328
CHEVRON CORP NEW(CVX)06,077+6,07701,0170.41%+1,017
CONSOLIDATED EDISON INC(ED)02,891+2,89103200.13%+320
COLGATE PALMOLIVE CO(CL)03,354+3,35403140.13%+314
REALTY INCOME CORP(O)017,887+17,88701,0380.42%+1,038
DIGITAL RLTY TR INC(DLR)02,071+2,07102970.12%+297
CHUBB LIMITED
COM
0955+95502880.12%+288
CROWN CASTLE INC(CCI)02,761+2,76102880.12%+288
ARES COML REAL ESTATE CORP0135,115+135,11506260.25%+626
ISHARES TR32,31236,773+4,4612,8563,1281.27%+272
XPLR INFRASTRUCTURE LP(XIFR)084,400+84,40008020.32%+802
TIDAL TR II
IREIT MARKETVECT
11,82425,574+13,7502385060.21%+268
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
28,27434,426+6,1521,1571,4190.58%+262
ABRDN LIFE SCIENCES INVESTOR(HQL)020,416+20,41602590.11%+259
MASTERCARD INCORPORATED(MA)0463+46302540.10%+254
VANECK ETF TRUST
PREFERRED SECURT
015,049+15,04902520.10%+252
HIGHWOODS PPTYS INC(HIW)08,481+8,48102510.10%+251
WP CAREY INC(WPC)014,539+14,53909180.37%+918
MEDICAL PPTYS TRUST INC(MPT)0111,953+111,95306750.27%+675
KITE RLTY GROUP TR(KRG)010,955+10,95502450.10%+245
E L F BEAUTY INC(ELF)03,892+3,89202440.10%+244
ALGONQUIN PWR UTILS CORP0131,345+131,34506750.27%+675
OREILLY AUTOMOTIVE INC(ORLY)0160+16002290.09%+229
GAMCO NAT RES GOLD & INCOME17,50052,389+34,889933190.13%+226
UBER TECHNOLOGIES INC(UBER)03,041+3,04102220.09%+222
TARGA RES CORP(TRGP)01,094+1,09402190.09%+219
HCA HEALTHCARE INC(HCA)0631+63102180.09%+218
IRON MTN INC DEL(IRM)02,526+2,52602170.09%+217
DIMENSIONAL ETF TRUST
WORLD EX US CORE
08,282+8,28202170.09%+217
ONEOK INC NEW(OKE)02,184+2,18402170.09%+217
APPLE HOSPITALITY REIT INC(APLE)016,461+16,46102130.09%+213
APOLLO COML REAL EST FIN INC(ARI)076,485+76,48507320.30%+732
HSBC HLDGS PLC(HSBC)03,657+3,65702100.09%+210
MPLX LP(MPLX)55,82153,839-1,9822,6722,8811.17%+210
REGIONS FINANCIAL CORP NEW(RF)09,275+9,27502020.08%+202
ENTERPRISE PRODS PARTNERS L(EPD)062,956+62,95602,1490.87%+2,149
UMH PPTYS INC(UMH)010,381+10,38101940.08%+194
ETF SER SOLUTIONS
HOYA CAPT HI DIV
12,58731,218+18,6311273130.13%+186
ISHARES TR25,00927,865+2,8563,2173,4001.38%+183
ABBOTT LABS04,671+4,67106200.25%+620
HALOZYME THERAPEUTICS INC(HALO)010,729+10,72906850.28%+685
VERIZON COMMUNICATIONS INC(VZ)08,192+8,19203720.15%+372
HIGH INCOME SECS FD025,059+25,05901670.07%+167
VISA INC(V)2,8463,041+1959001,0660.43%+166
ABBVIE INC(ABBV)03,581+3,58107500.30%+750
CALAMOS ETF TR
NASDAQ 100 STRU
10,94317,719+6,7762704320.18%+163
RITHM CAPITAL CORP(RITM)030,618+30,61803510.14%+351
CALAMOS ETF TR
S&P 500 STRUCTU
11,15217,991+6,8392704300.17%+160
AES CORP(AES)012,215+12,21501520.06%+152
AUTOMATIC DATA PROCESSING IN01,945+1,94505940.24%+594
ABRDN GLOBAL PREMIER PPTYS F0240,618+240,61809340.38%+934
NETFLIX INC(NFLX)498627+1294455850.24%+141
MONDELEZ INTL INC(MDLZ)07,682+7,68205210.21%+521
SPOTIFY TECHNOLOGY S A(SPOT)1,9821,860-1228871,0230.41%+136
ABRDN HEALTHCARE OPPORTUNITI044,963+44,96309280.38%+928
WESTERN MIDSTREAM PARTNERS L(WES)28,23029,720+1,4901,0851,2170.49%+132
ISHARES TR025,937+25,93702,8811.17%+2,881
GAMCO GLOBAL GOLD NAT RES &(GGN)030,176+30,17601320.05%+132
KAYNE ANDERSON ENERGY INFRST(KYN)010,238+10,23801310.05%+131
ABRDN HEALTHCARE INVESTORS(HQH)080,048+80,04801,3000.53%+1,300
PIMCO DYNAMIC INCOME FD(PDI)046,337+46,33709170.37%+917
OPERA LTD(OPRA)51,08068,604+17,5249671,0940.44%+126
ARBOR REALTY TRUST INC010,651+10,65101250.05%+125
GLOBAL MED REIT INC014,120+14,12001240.05%+124
LADDER CAP CORP(LADR)010,743+10,74301230.05%+123
BLACKROCK RES & COMMODITIES(BCX)070,671+70,67106590.27%+659
EXXON MOBIL CORP010,249+10,24901,2190.49%+1,219
CMS ENERGY CORP(CMS)05,747+5,74704320.17%+432
SABRA HEALTH CARE REIT INC(SBRA)020,925+20,92503660.15%+366
HIGHLAND OPPS & INCOME FD096,013+96,01304990.20%+499
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
13,17016,266+3,0968579720.39%+115
COHEN & STEERS REIT & PFD &
COM
043,391+43,39109580.39%+958
ABRDN WORLD HEALTHCARE FUND075,713+75,71308730.35%+873
BLACKROCK ENERGY & RES TR070,709+70,70909600.39%+960
ALTRIA GROUP INC(MO)014,252+14,25208550.35%+855
JPMORGAN CHASE & CO.(JPM)9,0299,262+2332,1642,2720.92%+108
NIKE INC(NKE)05,304+5,30403370.14%+337
THE CIGNA GROUP(CI)01,792+1,79205900.24%+590
HANCOCK JOHN TAX-ADVANTAGED(HTD)051,884+51,88401,2420.50%+1,242
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