Fund Holdings

Samalin Investment Counsel, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
7,81619,493+11,6771,497,1523,741,1731.33%+2,244,021
SCHWAB STRATEGIC TR10,19864,805+54,607279,7241,988,2240.70%+1,708,500
ABRDN GLOBAL PREMIER PPTYS F0105,045+105,04501,160,7450.41%+1,160,745
NEUBERGER ENGY INFRSTR & INC094,276+94,2760990,8420.35%+990,842
ALPS ETF TR
ALERIAN MLP
52,01864,370+12,3522,445,8983,388,4461.20%+942,548
EATON VANCE TAX ADVT DIV INC
COM
036,697+36,6970900,9100.32%+900,910
CALAMOS CONV OPPORTUNITIES &(CHI)67,706146,349+78,643709,5541,571,7850.56%+862,231
REAVES UTIL INCOME FD(UTG)16,09435,875+19,781588,7051,409,1520.50%+820,447
ADAMS DIVERSIFIED EQUITY FD036,054+36,0540789,2310.28%+789,231
GENERAL AMERN INVS CO INC(GAM)013,496+13,4960789,1110.28%+789,111
ROYCE SMALL CAP TRUST INC(RVT)71,596112,755+41,1591,152,6881,871,7310.66%+719,043
ABRDN HEALTHCARE INVESTORS(HQH)81,749125,848+44,0991,548,3282,238,8320.79%+690,504
ENTERPRISE PRODS PARTNERS L(EPD)71,21578,438+7,2232,283,1432,968,0971.05%+684,954
MELCO RESORTS AND ENTMNT LTD(MLCO)13,773138,773+125,000104,262788,2310.28%+683,969
ISHARES TR19,37123,945+4,5742,327,9502,976,6641.06%+648,714
VANECK ETF TRUST
BDC INCOME ETF
130,370194,023+63,6531,848,6452,483,4980.88%+634,853
MERCK & CO INC(MRK)7,04811,421+4,373741,9161,373,7820.49%+631,866
ANI PHARMACEUTICALS INC(ANIP)07,864+7,8640604,7570.21%+604,757
SLB LIMITED(SLB)6,17614,838+8,662237,029762,5140.27%+525,485
OCCIDENTAL PETE CORP(OXY)07,790+7,7900506,3600.18%+506,360
XAI OCTAGN FLT RAT & ALT INM027,965+27,9650480,4390.17%+480,439
KILROY REALTY CORP(KRC)016,873+16,8730475,9880.17%+475,988
SPDR GOLD TR(GLD)11,03411,253+2194,373,0764,842,0761.72%+469,000
MILLROSE PPTYS INC(MRP)016,251+16,2510455,0410.16%+455,041
JOHNSON & JOHNSON(JNJ)5,9066,516+6101,222,1611,592,8130.56%+370,652
MPLX LP(MPLX)55,69758,237+2,5402,972,5463,323,5831.18%+351,037
AT&T INC(T)10,33620,171+9,835256,742584,7690.21%+328,027
RBB FD INC
F/M US TREASURY
05,500+5,5000274,2300.10%+274,230
CHEVRON CORPORATION(CVX)5,5185,376-142840,9911,112,3080.39%+271,317
EATON CORP PLC(ETN)7,2047,165-392,294,4262,562,5340.91%+268,108
EXXON MOBIL CORP5,1745,172-2622,685877,5540.31%+254,869
TUTOR PERINI CORP(TPC)03,218+3,2180248,3650.09%+248,365
VANECK MERK GOLD ETF(OUNZ)186,189176,906-9,2837,723,1157,969,6242.83%+246,509
CONAGRA BRANDS INC(CAG)014,697+14,6970231,0380.08%+231,038
ISHARES TR
MSCI EAFE MIN VL
39,62739,919+2923,417,8483,647,4081.29%+229,560
SOLARIS ENERGY INFRAS INC(SEI)04,053+4,0530229,0190.08%+229,019
SPDR INDEX SHS FDS
ST MAR DIVID ETF
05,578+5,5780220,2090.08%+220,209
HOST HOTELS & RESORTS INC(HST)011,447+11,4470219,3340.08%+219,334
ONEOK INC NEW(OKE)02,392+2,3920216,2560.08%+216,256
OXFORD LANE CAP CORP(OXLC)39,56781,125+41,558579,254793,4040.28%+214,150
ENTERGY CORP NEW(ETR)01,903+1,9030213,7840.08%+213,784
CATERPILLAR INC(CAT)0291+2910206,1460.07%+206,146
WESTERN MIDSTREAM PARTNERS L(WES)34,23337,766+3,5331,352,1871,554,8380.55%+202,651
CTO RLTY GROWTH INC NEW010,924+10,9240201,9910.07%+201,991
OMEGA HEALTHCARE INVS INC(OHI)23,68428,560+4,8761,050,1581,251,4800.44%+201,322
GAMING & LEISURE P(GLPI)04,511+4,5110200,1740.07%+200,174
FIDELITY COVINGTON TRUST11,67413,531+1,8572,622,8782,815,1651.00%+192,287
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
39,95442,338+2,3841,861,4412,051,6930.73%+190,252
ALTRIA GROUP INC(MO)12,93414,042+1,108745,790926,6180.33%+180,828
VANGUARD SPECIALIZED FUNDS3,7174,619+902816,821993,3120.35%+176,491
ENERGY TRANSFER L P(ET)52,29353,084+791862,3151,024,5270.36%+162,212
PROCTER & GAMBLE CO(PG)9,93910,966+1,0271,424,3081,583,8800.56%+159,572
FIDELITY COMWLTH TR5,4897,653+2,164501,675649,7870.23%+148,112
PFIZER INC(PFE)24,66726,913+2,246614,199755,7120.27%+141,513
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
19,33620,905+1,5691,347,1731,486,9650.53%+139,792
OSCAR HEALTH INC(OSCR)012,091+12,0910138,6840.05%+138,684
WP CAREY INC(WPC)15,66216,871+1,2091,007,9751,146,5290.41%+138,554
EAGLE POINT CREDIT COMPANY I73,224147,294+74,070421,770553,8240.20%+132,054
ENERGY TRANSFER L P(ET)011,109+11,1090128,5370.05%+128,537
TORTOISE ENERGY INFRSTRCTR C(TYG)13,71213,730+18560,811684,4430.24%+123,632
MICRON TECHNOLOGY INC(MU)3,1353,001-134894,6901,013,8330.36%+119,143
CAMECO CORP(CCJ)5,3675,550+183491,017602,8310.21%+111,814
BLACKROCK TECH AND PRIVATE E(BTX)016,366+16,3660108,0180.04%+108,018
SELECT SECTOR SPDR TR
ST STR UTIL ETF
32,52332,585+621,388,4201,495,3370.53%+106,917
DIMENSIONAL ETF TRUST
US LARG VALU ETF
29,62431,284+1,6601,013,4311,117,1480.40%+103,717
COMMUNITY HEALTHCARE TR INC42,89350,615+7,722704,298804,2670.29%+99,969
HIGH INCOME SECS FD97,583125,678+28,095600,134693,7440.25%+93,610
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
82,88786,836+3,9493,281,4843,374,4471.20%+92,963
LAM RESEARCH CORP(LRCX)2,1542,1540368,640460,1490.16%+91,509
PLAINS ALL AMERN PIPELINE L(PAA)18,77919,173+394337,265428,1310.15%+90,866
SELECT SECTOR SPDR TR
ST STR TECHN ETF
8,5909,951+1,3611,236,7281,322,4350.47%+85,707
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
20,86523,018+2,1531,547,5421,632,2250.58%+84,683
WALMART INC(WMT)6,5916,587-4734,250818,5950.29%+84,345
VERIZON COMMUNICATIONS INC(VZ)23,06920,394-2,675939,6121,023,8020.36%+84,190
WESTLAKE CHEM PARTNERS LP44,32641,890-2,436842,188925,3430.33%+83,155
NEXTERA ENERGY INC(NEE)7,1417,051-90573,293654,9090.23%+81,616
FLEXTRONICS INTL LTD(FLEX)11,66011,949+289704,520782,1900.28%+77,670
EQUINIX INC(EQIX)413401-12316,786393,3030.14%+76,517
NETFLIX INC.(NFLX)5,7186,365+647536,106611,9800.22%+75,874
TARGA RES CORP(TRGP)1,1141,119+5205,544280,5940.10%+75,050
STUBHUB HLDGS INC(STUB)011,701+11,701073,0160.03%+73,016
GLOBAL SHIP LEASE INC
COM CL A
23,12723,664+537810,385880,9960.31%+70,611
HEWLETT PACKARD ENTERPRISE C(HPE)10,60611,990+1,384707,303773,4640.27%+66,161
KIMBELL RTY PARTNERS LP(KRP)42,50938,819-3,690499,903561,7170.20%+61,814
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
30,78133,457+2,6761,170,5831,229,8760.44%+59,293
STATE STR SPDR S&P MIDCAP 40(MDY)1,4021,466+64845,834904,4340.32%+58,600
HONEYWELL INTL INC(HON)1,8511,856+5361,195419,5090.15%+58,314
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
28,67629,490+8141,092,8321,148,9350.41%+56,103
NORTHROP GRUMMAN CORP(NOC)503497-6286,868338,8490.12%+51,981
APPLE HOSPITALITY REIT INC(APLE)18,61623,509+4,893220,603270,5940.10%+49,991
HANCOCK JOHN TAX-ADVANTAGED(HTD)48,20748,030-1771,140,5851,189,7120.42%+49,127
BRISTOL-MYERS SQUIBB CO(BMY)5,3405,527+187288,041335,2400.12%+47,199
JETBLUE AIRWAYS CORP(JBLU)010,381+10,381045,8850.02%+45,885
ISHARES INC10,0629,490-572319,683364,3230.13%+44,640
DIGITAL RLTY TR INC(DLR)2,2122,143-69342,198386,1480.14%+43,950
OPERA LTD(OPRA)77,99180,472+2,4811,104,3531,147,5280.41%+43,175
DIMENSIONAL ETF TRUST
INTERNATIONAL
14,70815,867+1,159630,180672,7680.24%+42,588
ISHARES TR3,7963,816+20535,789577,8120.20%+42,023
CONSOLIDATED EDISON INC(ED)2,9262,933+7290,561331,9030.12%+41,342
NATIONAL GRID PLC(NGG)5,8245,803-21450,484490,9190.17%+40,435
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