Fund HoldingsSamalin Investment Counsel, LLC

Total Portfolio Value
$281.95M
Total Bought
$23.12M
Total Sold
$33.94M
Net Transaction
-$10.83M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR UTIL ETF
032,523+32,52301,3880.49%+1,388
SELECT SECTOR SPDR TR
ST STR TECHN ETF
08,590+8,59001,2370.44%+1,237
CARLYLE SECURED LENDING INC097,454+97,45401,2170.43%+1,217
APPLE INC(AAPL)36,79938,344+1,5459,37010,4243.70%+1,054
LXP INDUSTRIAL TRUST(LXP)015,750+15,75007810.28%+781
PUTNAM ETF TRUST024,418+24,41807470.27%+747
SPDR GOLD TR(GLD)10,53611,034+4983,7454,3731.55%+628
VANECK MERK GOLD ETF(OUNZ)191,532186,189-5,3437,1237,7232.74%+600
VERIZON COMMUNICATIONS INC(VZ)023,069+23,06909400.33%+940
SSGA ACTIVE ETF TR
ST STR BL LN ETF
014,261+14,26105890.21%+589
META PLATFORMS INC(META)3,7435,053+1,3102,7493,3351.18%+586
VANGUARD BD INDEX FDS06,929+6,92905460.19%+546
SPDR SERIES TRUST
ST STR P500GRW
04,959+4,95905290.19%+529
SPDR SERIES TRUST
ST STR SP REGBNK
06,933+6,93304490.16%+449
SPDR SERIES TRUST
ST STR SP BANK
07,391+7,39104490.16%+449
ALPS ETF TR
ALERIAN MLP
052,018+52,01802,4460.87%+2,446
KIMBELL RTY PARTNERS LP(KRP)10,98742,509+31,5221485000.18%+352
MICROSOFT CORP(MSFT)11,62613,132+1,5066,0226,3512.25%+329
ISHARES TR
CORE DIV GRWTH
65,65168,922+3,2714,4704,7851.70%+315
ELI LILLY & CO(LLY)0908+90809750.35%+975
ERO COPPER CORP(ERO)38,07437,507-5677701,0610.38%+291
BANK AMERICA CORP71,63372,387+7543,6963,9811.41%+286
ISHARES TR
MSCI EAFE MIN VL
36,99139,627+2,6363,1383,4181.21%+280
KAYNE ANDERSON ENERGY INFRST(KYN)021,630+21,63002680.09%+268
ISHARES INC03,970+3,97002540.09%+254
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
56,43961,522+5,0832,8783,1281.11%+250
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,574+1,57402440.09%+244
WESTLAKE CHEM PARTNERS LP044,326+44,32608420.30%+842
SLB LIMITED(SLB)06,176+6,17602370.08%+237
AMPLIFY ETF TR019,418+19,41802230.08%+223
ISHARES TR32,59433,416+8224,7474,9691.76%+221
NUCOR CORP(NUE)01,335+1,33502180.08%+218
ISHARES TR03,287+3,28702140.08%+214
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
79,53882,887+3,3493,0683,2811.16%+214
DOW INC(DOW)09,089+9,08902130.08%+213
VANGUARD WORLD FD
INF TECH ETF
0278+27802090.07%+209
ISHARES TR02,159+2,15904580.16%+458
ISHARES TR01,231+1,23102080.07%+208
ISHARES TR04,892+4,89206030.21%+603
TARGA RES CORP(TRGP)01,114+1,11402060.07%+206
ISHARES TR02,192+2,19202020.07%+202
ALPHABET INC(GOOG)6,1685,411-7571,4991,6940.60%+194
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
37,60439,954+2,3501,6811,8610.66%+181
ISHARES TR
CORE 1 5 YR USD
59,06162,628+3,5672,8853,0531.08%+169
JOHNSON & JOHNSON(JNJ)05,906+5,90601,2220.43%+1,222
MERCK & CO INC(MRK)07,048+7,04807420.26%+742
JUMIA TECHNOLOGIES AG012,260+12,26001530.05%+153
GOLDMAN SACHS GROUP INC(GS)01,022+1,02208990.32%+899
SPDR DOW JONES INDL AVERAGE(DIA)2,3862,588+2021,1061,2440.44%+138
BLACKROCK RES & COMMODITIES(BCX)074,666+74,66608200.29%+820
AMGEN INC(AMGN)02,240+2,24007330.26%+733
FLAGSTAR BANK NATIONAL ASSOC(FLG)010,406+10,40601310.05%+131
MPLX LP(MPLX)56,89255,697-1,1952,8422,9731.05%+131
CITIGROUP INC(C)06,159+6,15907190.25%+719
ISHARES TR18,55619,371+8152,2052,3280.83%+123
GLOBAL SHIP LEASE INC NEW
COM CL A
023,127+23,12708100.29%+810
CALAMOS CONV OPPORTUNITIES &(CHI)067,706+67,70607100.25%+710
ISHARES TR45,96247,203+1,2414,4384,5441.61%+107
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
028,676+28,67601,0930.39%+1,093
APOLLO GLOBAL MGMT INC(APO)011,746+11,74601,7000.60%+1,700
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
020,865+20,86501,5480.55%+1,548
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
019,336+19,33601,3470.48%+1,347
ISHARES TR35,10536,393+1,2882,9123,0141.07%+102
REGENERON PHARMACEUTICALS(REGN)0521+52104020.14%+402
AMPHENOL CORP NEW1,8432,409+5662283260.12%+98
DIMENSIONAL ETF TRUST
US LARG VALU ETF
029,624+29,62401,0130.36%+1,013
ALPHABET INC(GOOG)3,3982,930-4688289190.33%+92
COMMUNITY HEALTHCARE TR INC042,893+42,89307040.25%+704
WALMART INC(WMT)06,591+6,59107340.26%+734
HECLA MNG CO(HL)19,51116,515-2,9962363170.11%+81
ALGONQUIN PWR UTILS CORP0110,540+110,54006800.24%+680
LAM RESEARCH CORP(LRCX)02,154+2,15403690.13%+369
ISHARES TR014,832+14,83209790.35%+979
ARES CAPITAL CORP(ARCC)077,772+77,77201,5730.56%+1,573
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
030,781+30,78101,1710.42%+1,171
EXPEDIA GROUP INC(EXPE)989997+82112820.10%+71
SLR INVESTMENT CORP039,537+39,53706110.22%+611
ISHARES TR09,651+9,65106890.24%+689
TRIPLEPOINT VENTURE GROWTH B092,375+92,37506040.21%+604
DIMENSIONAL ETF TRUST
INTERNATIONAL
014,708+14,70806300.22%+630
TASEKO MINES LTD(TGB)45,00045,00001902550.09%+64
ANNALY CAPITAL MANAGEMENT IN031,000+31,00006930.25%+693
ALEXANDRIA REAL ESTATE EQ IN05,388+5,38802640.09%+264
OMEGA HEALTHCARE INVS INC(OHI)23,48123,684+2039911,0500.37%+59
CAPITAL SOUTHWEST CORP(CSWC)028,343+28,34306280.22%+628
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
07,816+7,81601,4970.53%+1,497
VANECK ETF TRUST
MRNGSTR WDE MOAT
07,742+7,74208020.28%+802
ISHARES TR17,71517,690-254,8484,8991.74%+51
LAS VEGAS SANDS CORP(LVS)4,4464,451+52392900.10%+51
ISHARES INC010,062+10,06203200.11%+320
CISCO SYS INC(CSCO)05,596+5,59604310.15%+431
COTY INC(COTY)016,000+16,0000490.02%+49
PLUG POWER INC(PLUG)035,500+35,5000700.02%+70
CALAMOS CONV & HIGH INCOME F
COM SHS
055,425+55,42506270.22%+627
AMERICAN EXPRESS CO(AXP)01,164+1,16404310.15%+431
PARKER-HANNIFIN CORP(PH)0499+49904380.16%+438
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
08,192+8,19204090.14%+409
ISHARES TR05,739+5,73905510.20%+551
FRONTVIEW REIT INC59,43158,045-1,3868158570.30%+42
FIDELITY COMWLTH TR05,489+5,48905020.18%+502
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