Fund HoldingsSamalin Investment Counsel, LLC

Total Portfolio Value
$174.15M
Total Bought
$16.46M
Total Sold
$25.17M
Net Transaction
-$8.71M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
046,569+46,56902,2781.31%+2,278
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
24,13843,274+19,1361,0071,7471.00%+740
ISHARES TR17,72923,982+6,2531,7352,2591.30%+524
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
109,929132,403+22,4742,9853,4691.99%+484
VANECK ETF TRUST
MRNGSTR WDE MOAT
7,46014,102+6,6425951,0700.61%+474
ISHARES TR11,51714,706+3,1891,8262,2621.30%+436
ISHARES TR22,27427,559+5,2851,8062,2311.28%+426
ISHARES TR
CORE DIV GRWTH
32,53342,242+9,7091,6762,0921.20%+416
FIDELITY COVINGTON TRUST12,46821,166+8,6986121,0130.58%+401
EXXON MOBIL CORP7,4209,793+2,3737961,1510.66%+356
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
07,227+7,22703190.18%+319
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
023,810+23,81008090.46%+809
CAPITAL SOUTHWEST CORP(CSWC)010,848+10,84802480.14%+248
REAVES UTIL INCOME FD(UTG)09,832+9,83202420.14%+242
DORCHESTER MINERALS LP(DMLP)07,712+7,71202240.13%+224
HEALTHCARE RLTY TR(HR)014,618+14,61802230.13%+223
WESTLAKE CHEM PARTNERS LP010,015+10,01502180.13%+218
VERIZON COMMUNICATIONS INC(VZ)015,972+15,97205180.30%+518
ICICI BANK LIMITED(IBN)09,220+9,22002130.12%+213
ISHARES TR0488+48802100.12%+210
TEKLA HEALTHCARE INVS(HQH)043,691+43,69106790.39%+679
JETBLUE AWYS CORP(JBLU)041,881+41,88101930.11%+193
VANECK ETF TRUST
BDC INCOME ETF
58,09067,341+9,2518921,0790.62%+187
ENTERPRISE PRODS PARTNERS L(EPD)71,07575,155+4,0801,8732,0571.18%+184
HALOZYME THERAPEUTICS INC(HALO)010,757+10,75704110.24%+411
BLACKROCK ENERGY & RES TR035,276+35,27604620.27%+462
HANCOCK JOHN FINL OPPTYS FD(BTO)015,960+15,96004190.24%+419
ISHARES TR24,66028,348+3,6881,8011,9631.13%+162
MPLX LP(MPLX)56,10357,998+1,8951,9042,0631.18%+159
NUVEEN PFD & INCOME SECS FD067,404+67,40404160.24%+416
ETFIS SER TR I
VIRTUS INFRCAP
54,76963,428+8,6591,0761,2270.70%+151
ABRDN GLOBAL PREMIER PPTYS F0111,451+111,45104060.23%+406
AMGEN INC(AMGN)02,331+2,33106260.36%+626
PIONEER NAT RES CO3,5843,866+2827438880.51%+145
BLACKSTONE MTG TR INC(BXMT)019,852+19,85204320.25%+432
FLAHERTY & CRUMRINE DYNAMIC023,167+23,16703890.22%+389
OXFORD LANE CAP CORP0104,073+104,07305190.30%+519
SCHLUMBERGER LTD(SLB)13,04913,167+1186417680.44%+127
BLUE OWL CAPITAL CORPORATION(OBDC)49,53857,097+7,5596657910.45%+126
TEKLA WORLD HEALTHCARE FD032,804+32,80403840.22%+384
COHEN & STEERS REIT & PFD &
COM
025,198+25,19804320.25%+432
PIMCO DYNAMIC INCOME FD(PDI)022,437+22,43703880.22%+388
PIMCO DYNAMIC INCOME OPRNTS(PDO)039,524+39,52404700.27%+470
ARES CAPITAL CORP(ARCC)50,01053,253+3,2439401,0370.60%+97
HORIZON THERAPEUTICS PUB L8,8498,680-1699101,0040.58%+94
CHEVRON CORP NEW(CVX)5,6765,845+1698939860.57%+92
ELI LILLY & CO(LLY)3,4183,156-2621,6031,6950.97%+92
TEKLA HEALTHCARE OPPORTUNITI022,894+22,89403890.22%+389
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
18,39121,118+2,7276357180.41%+84
EATON CORP PLC(ETN)6,4706,482+121,3011,3830.79%+82
APOLLO GLOBAL MGMT INC(APO)9,7019,194-5077458250.47%+80
AT&T INC(T)023,314+23,31403500.20%+350
BERKSHIRE HATHAWAY INC DEL7,2297,265+362,4652,5451.46%+80
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF
37,75539,451+1,6961,7501,8301.05%+80
BLACKSTONE INC(BX)5,9725,913-595556340.36%+78
NOVO-NORDISK A S(NVO)4,0988,112+4,0146637380.42%+75
ABBVIE INC(ABBV)5,4995,446-537418120.47%+71
BLACKROCK CAP INVT CORP0152,737+152,73705670.33%+567
REGENERON PHARMACEUTICALS(REGN)0710+71005840.34%+584
BLACKROCK RES & COMMODITIES(BCX)028,650+28,65002640.15%+264
REALTY INCOME CORP(O)09,778+9,77804880.28%+488
UNITEDHEALTH GROUP INC(UNH)3,0853,065-201,4831,5460.89%+63
EAGLE POINT CREDIT COMPANY I(ECC)023,591+23,59102390.14%+239
HUMANA INC(HUM)0968+96804710.27%+471
OCCIDENTAL PETE CORP(OXY)10,60410,563-416236850.39%+62
ISHARES TR10,47111,711+1,2401,0431,1050.63%+61
ANTERO MIDSTREAM CORP(AM)020,963+20,96302510.14%+251
XAI OCTAGON FLOATING RATE &039,743+39,74302760.16%+276
ALPHABET INC(GOOG)04,511+4,51105900.34%+590
SLR INVESTMENT CORP015,017+15,01702310.13%+231
BLACKROCK CORPOR HI YLD FD I(HYT)024,785+24,78502140.12%+214
CORECIVIC INC(CXW)029,553+29,55303320.19%+332
MELCO RESORTS AND ENTMNT LTD(MLCO)50,46267,462+17,0006166670.38%+51
GEO GROUP INC NEW(GEO)042,590+42,59003480.20%+348
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
010,288+10,28805400.31%+540
HALLIBURTON CO(HAL)06,208+6,20802510.14%+251
OAKTREE SPECIALTY LENDING CO(OCSL)47,93548,514+5799319760.56%+45
HIGHLAND OPPORTUNITIES032,951+32,95102650.15%+265
BNY MELLON MUN BD INFRASTRUC020,446+20,44602030.12%+203
CISCO SYS INC(CSCO)04,523+4,52302430.14%+243
SABRA HEALTH CARE REIT INC(SBRA)015,680+15,68002190.13%+219
VANGUARD INDEX FDS01,823+1,82302510.14%+251
PIMCO CORPORATE & INCOME OPP(PTY)42,68448,145+5,4615986290.36%+32
SCHWAB STRATEGIC TR03,281+3,28102320.13%+232
ENERGY TRANSFER L P(ET)47,62345,295-2,3286056350.36%+31
PLAINS ALL AMERN PIPELINE L(PAA)020,655+20,65503160.18%+316
ALPHABET INC(GOOG)02,684+2,68403540.20%+354
THE CIGNA GROUP(CI)01,147+1,14703280.19%+328
DIGITAL RLTY TR INC(DLR)01,965+1,96502380.14%+238
PROSHARES TR
SHRT HGH YIELD
32,39033,558+1,1685936190.36%+26
SPDR INDEX SHS FDS
ST MAR DIVID ETF
012,248+12,24803650.21%+365
CVS HEALTH CORP(CVS)05,575+5,57503890.22%+389
INVESTMENT MANAGERS SER TR I010,422+10,42203380.19%+338
ISHARES TR02,137+2,13702610.15%+261
NEXTERA ENERGY PARTNERS LP(XIFR)08,626+8,62602560.15%+256
KKR REAL ESTATE FIN TR INC014,598+14,59801730.10%+173
AUTOMATIC DATA PROCESSING IN02,076+2,07604990.29%+499
ORION OFFICE REIT INC037,332+37,33201950.11%+195
KKR & CO INC(KKR)05,871+5,87103620.21%+362
BRIGHTSPIRE CAPITAL INC036,746+36,74602300.13%+230
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