Fund Holdings — Samalin Investment Counsel, LLC

Total Portfolio Value
$281.95M
Total Bought
$18.30M
Total Sold
$28.27M
Net Transaction
-$9.97M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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CARLYLE SECURED LENDING INC(CGBD)097,454+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)7,80023,069+15,2693439400.33%+597
META PLATFORMS INC(META)3,7435,053+1,3102,7493,3351.18%+586
VANGUARD BD INDEX FDS06,929+6,92905460.19%+546
ALPS ETF TR
ALERIAN MLP
43,07352,018+8,9452,0212,4460.87%+424
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)874908+346679750.35%+309
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
WESTLAKE CHEM PARTNERS LP(WLKP)28,80644,326+15,5206058420.30%+238
SLB LIMITED(SLB)06,176+6,17602370.08%+237
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 TR1,2082,159+9512494580.16%+208
ISHARES TR01,231+1,23102080.07%+208
ISHARES TR3,2764,892+1,6163956030.21%+208
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)5,7435,906+1631,0651,2220.43%+157
MERCK & CO INC(MRK)6,9707,048+785857420.26%+157
JUMIA TECHNOLOGIES AG(JMIA)012,260+12,26001530.05%+153
GOLDMAN SACHS GROUP INC(GS)9491,022+737558990.32%+143
SPDR DOW JONES INDL AVERAGE(DIA)2,3862,588+2021,1061,2440.44%+138
BLACKROCK RES & COMMODITIES(BCX)67,14774,666+7,5196838200.29%+137
AMGEN INC(AMGN)2,1162,240+1245977330.26%+136
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)5,8416,159+3185937190.25%+126
ISHARES TR18,55619,371+8152,2052,3280.83%+123
GLOBAL SHIP LEASE INC NEW
COM CL A
22,83623,127+2917018100.29%+109
CALAMOS CONV OPPORTUNITIES &(CHI)55,63267,706+12,0746007100.25%+109
ISHARES TR45,96247,203+1,2414,4384,5441.61%+107
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
27,17128,676+1,5059881,0930.39%+105
APOLLO GLOBAL MGMT INC(APO)11,97211,746-2261,5951,7000.60%+105
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
19,92520,865+9401,4431,5480.55%+104
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
18,16719,336+1,1691,2441,3470.48%+103
ISHARES TR35,10536,393+1,2882,9123,0141.07%+102
AMPLIFY ETF TR10,32019,418+9,0981222230.08%+102
REGENERON PHARMACEUTICALS(REGN)536521-153014020.14%+101
AMPHENOL CORP NEW1,8432,409+5662283260.12%+98
DIMENSIONAL ETF TRUST
US LARG VALU ETF
27,89629,624+1,7289181,0130.36%+96
ALPHABET INC(GOOG)3,3982,930-4688289190.33%+92
COMMUNITY HEALTHCARE TR INC(CHCT)40,53142,893+2,3626207040.25%+84
WALMART INC(WMT)6,3316,591+2606527340.26%+82
HECLA MNG CO(HL)19,51116,515-2,9962363170.11%+81
ALGONQUIN PWR UTILS CORP111,613110,540-1,0735996800.24%+80
LAM RESEARCH CORP(LRCX)2,1532,154+12883690.13%+80
ISHARES TR13,79614,832+1,0369009790.35%+79
ARES CAPITAL CORP(ARCC)73,37277,772+4,4001,4981,5730.56%+76
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
29,02930,781+1,7521,0961,1710.42%+74
EXPEDIA GROUP INC(EXPE)989997+82112820.10%+71
SLR INVESTMENT CORP(SLRC)35,35639,537+4,1815416110.22%+71
ISHARES TR9,1339,651+5186206890.24%+70
TRIPLEPOINT VENTURE GROWTH B(TPVG)93,29292,375-9175386040.21%+66
DIMENSIONAL ETF TRUST
INTERNATIONAL
13,80814,708+9005656300.22%+65
TASEKO MINES LTD(TGB)45,00045,00001902550.09%+64
ANNALY CAPITAL MANAGEMENT IN31,19031,000-1906306930.25%+63
ALEXANDRIA REAL ESTATE EQ IN2,4365,388+2,9522032640.09%+61
OMEGA HEALTHCARE INVS INC(OHI)23,48123,684+2039911,0500.37%+59
CAPITAL SOUTHWEST CORP(CSWC)26,18628,343+2,1575726280.22%+55
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
7,6057,816+2111,4431,4970.53%+54
VANECK ETF TRUST
MRNGSTR WDE MOAT
7,5457,742+1977488020.28%+54
ISHARES TR17,71517,690-254,8484,8991.74%+51
LAS VEGAS SANDS CORP(LVS)4,4464,451+52392900.10%+51
ISHARES INC8,69910,062+1,3632703200.11%+50
CISCO SYS INC(CSCO)5,5755,596+213814310.15%+50
COTY INC(COTY)016,000+16,0000490.02%+49
PLUG POWER INC(PLUG)10,00035,500+25,50023700.02%+47
CALAMOS CONV & HIGH INCOME F
COM SHS
51,87055,425+3,5555826270.22%+45
AMERICAN EXPRESS CO(AXP)1,1621,164+23864310.15%+45
PARKER-HANNIFIN CORP(PH)519499-203944380.16%+45
SPDR SERIES TRUST
ST STR SP REGBNK
6,3986,933+5354054490.16%+44
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
7,9028,192+2903644090.14%+44
ISHARES TR5,4485,739+2915095510.20%+42
FRONTVIEW REIT INC(FVR)59,43158,045-1,3868158570.30%+42
FIDELITY COMWLTH TR5,1675,489+3224615020.18%+41
ISHARES TR1,9882,121+1334815220.19%+41
WELLS FARGO CO NEW(WFC)4,9574,885-724164550.16%+40
BRISTOL-MYERS SQUIBB CO(BMY)5,5145,340-1742492880.10%+39
AGNC INVT CORP(AGNC)71,17268,607-2,5656977350.26%+39
ISHARES TR
CORE MSCI EAFE
4,7135,017+3044114490.16%+37
ISHARES TR5,2265,637+4114014370.15%+36
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Samalin Investment Counsel, LLC — 13F Holdings — Q4 2025 | TickerTrail