Samalin Investment Counsel, LLC Top Holdings and 13F Report (2026) About Samalin Investment Counsel, LLCInvestment ActivitySamalin Investment Counsel, LLC has $282.02 million in total holdings as of March 31, 2026.Samalin Investment Counsel, LLC owns shares of 319 different stocks, but just 145 companies or ETFs make up 80% of its holdings.Approximately 9.55% of the portfolio was purchased this quarter.About 7.41% of the portfolio was sold this quarter.This quarter, Samalin Investment Counsel, LLC has purchased 312 new stocks and bought additional shares in 132 stocks.Samalin Investment Counsel, LLC sold shares of 156 stocks and completely divested from 18 stocks this quarter.Largest Holdings Apple $8,607,366VanEck Merk Gold ETF $7,969,624SPDR S&P 500 ETF Trust $5,912,699SPDR Gold Shares $4,842,076iShares Core Dividend Growth ETF $4,723,206 Largest New Holdings this Quarter 00302L207 - ABRDN GLOBAL PREMIER PPTYS F $1,160,745 Holding64129H104 - NEUBERGER ENGY INFRSTR & INC $990,842 Holding27828G107 - Eaton Vance Tax-Advantaged Dividend Income Fund $900,910 Holding006212104 - Adams Diversified Equity Fund $789,231 Holding368802104 - General American Investors $789,111 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 11,677 shares (about $2.24M)Schwab US Dividend Equity ETF 54,607 shares (about $1.68M)ABRDN GLOBAL PREMIER PPTYS F 105,045 shares (about $1.16M)NEUBERGER ENGY INFRSTR & INC 94,276 shares (about $990.84K)Eaton Vance Tax-Advantaged Dividend Income Fund 36,697 shares (about $900.91K) Largest Sales this Quarter iShares Core S&P Total U.S. Stock Market ETF 7,896 shares (about $1.12M)Apple 4,429 shares (about $1.12M)iShares Russell Mid-Cap ETF 10,223 shares (about $993.97K)SPDR Dow Jones Industrial Average ETF Trust 1,807 shares (about $836.90K)Microsoft 1,891 shares (about $699.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSamalin Investment Counsel, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$8,607,366$1,124,046 â–¼-11.6%33,9153.1%Computer and TechnologyOUNZVanEck Merk Gold ETF$7,969,624$418,200 â–¼-5.0%176,9062.8%ETFSPYSPDR S&P 500 ETF Trust$5,912,699$154,126 â–²2.7%9,0922.1%FinanceGLDSPDR Gold Shares$4,842,076$94,234 â–²2.0%11,2531.7%FinanceDGROiShares Core Dividend Growth ETF$4,723,206$113,762 â–¼-2.4%67,3011.7%ETFIWYiShares Russell Top 200 Growth ETF$4,633,168$231,173 â–²5.3%18,6191.6%ETFBRK.BBerkshire Hathaway$4,249,785$135,127 â–¼-3.1%8,8691.5%FinanceMSFTMicrosoft$4,161,095$699,994 â–¼-14.4%11,2411.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$3,741,173$2,241,096 â–²149.4%19,4931.3%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$3,647,408$26,680 â–²0.7%39,9191.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,634,757$1,124,610 â–¼-23.6%25,5201.3%ETFIWRiShares Russell Mid-Cap ETF$3,595,538$993,975 â–¼-21.7%36,9801.3%ETFBACBank of America$3,520,569$8,287 â–¼-0.2%72,2171.2%FinanceAMLPAlerian MLP ETF$3,388,446$650,211 â–²23.7%64,3701.2%ETFDFACDimensional U.S. Core Equity 2 ETF$3,374,447$153,458 â–²4.8%86,8361.2%ETFMPLXMplx$3,323,583$144,958 â–²4.6%58,2371.2%EnergyNVDANVIDIA$3,217,669$192,188 â–¼-5.6%18,4501.1%Computer and TechnologyTIPiShares TIPS Bond ETF$2,986,256$73,942 â–¼-2.4%27,0591.1%ETFIJRiShares Core S&P Small-Cap ETF$2,976,664$568,606 â–²23.6%23,9451.1%ETFEPDEnterprise Products Partners$2,968,097$273,319 â–²10.1%78,4381.1%EnergyUSTBVictoryShares Short-Term Bond ETF$2,906,145$205,660 â–¼-6.6%57,4561.0%ETFISTBiShares Core 1-5 Year USD Bond ETF$2,890,386$144,556 â–¼-4.8%59,6451.0%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$2,821,258$183,719 â–¼-6.1%34,1681.0%ManufacturingFTECFidelity MSCI Information Technology Index ETF$2,815,165$386,354 â–²15.9%13,5311.0%ETFQQQInvesco QQQ$2,665,600$76,193 â–¼-2.8%4,6180.9%FinanceETNEaton$2,562,534$13,948 â–¼-0.5%7,1650.9%IndustrialsJPMJPMorgan Chase & Co.$2,529,943$80,302 â–¼-3.1%8,6010.9%FinanceBIZDVanEck BDC Income ETF$2,483,498$814,760 â–²48.8%194,0230.9%ETFMETAMeta Platforms$2,436,895$454,307 â–¼-15.7%4,2590.9%Computer and TechnologyHQHabrdn Healthcare Investors$2,238,832$784,520 â–²53.9%125,8480.8%FinanceTSLATesla$2,148,890$28,999 â–¼-1.3%5,7800.8%Auto/Tires/TrucksDFUVDimensional US Marketwide Value ETF$2,051,693$115,528 â–²6.0%42,3380.7%ETFSCHDSchwab US Dividend Equity ETF$1,988,224$1,675,348 â–²535.5%64,8050.7%ETFPFFAVirtus InfraCap U.S. Preferred Stock ETF$1,913,601$98,706 â–¼-4.9%93,9880.7%ETFRVTRoyce Small-Cap Trust$1,871,731$683,239 â–²57.5%112,7550.7%FinanceVNQVanguard Real Estate ETF$1,706,159$21,643 â–²1.3%19,2350.6%ETFRQICohen & Steers Quality Income Realty Fund$1,658,471$200,814 â–¼-10.8%137,6320.6%Financial ServicesDFUSDimensional U.S. Equity ETF$1,632,225$152,671 â–²10.3%23,0180.6%ETFJNJJohnson & Johnson$1,592,813$149,112 â–²10.3%6,5160.6%MedicalPGProcter & Gamble$1,583,880$148,335 â–²10.3%10,9660.6%Consumer StaplesCHICalamos Convertible Opportunities and Income Fund$1,571,785$844,624 â–²116.2%146,3490.6%Financial ServicesGOOGLAlphabet$1,564,783$8,914 â–²0.6%5,4420.6%Computer and TechnologyWESWestern Midstream Partners$1,554,838$145,455 â–²10.3%37,7660.6%EnergyXLUUtilities Select Sector SPDR Fund$1,495,337$2,845 â–²0.2%32,5850.5%ETFDFASDimensional U.S. Small Cap ETF$1,486,965$111,602 â–²8.1%20,9050.5%ETFUNHUnitedHealth Group$1,455,652$87,393 â–¼-5.7%5,3800.5%MedicalREAVES UTIL INCOME FD$1,409,152$776,988 â–²122.9%35,8750.5%COM SH BEN INTDFSBDimensional Global Sustainability Fixed Income ETF$1,401,919$44,085 â–¼-3.0%27,0940.5%ETFEEMiShares MSCI Emerging Markets ETF$1,396,078$46,455 â–¼-3.2%24,5830.5%FinanceDFSDDimensional Short-Duration Fixed Income ETF$1,393,194$20,540 â–²1.5%29,0980.5%ETFAMZNAmazon.com$1,391,885$28,325 â–¼-2.0%6,6830.5%Retail/WholesaleMRKMerck & Co., Inc.$1,373,782$526,009 â–²62.0%11,4210.5%MedicalARCCAres Capital$1,353,659$47,789 â–¼-3.4%75,1200.5%FinanceDFCFDimensional Core Fixed Income ETF$1,337,950$31,201 â–²2.4%31,6900.5%ETFXLKTechnology Select Sector SPDR Fund$1,322,435$180,870 â–²15.8%9,9510.5%ETFAPOApollo Global Management$1,311,839$3,120 â–²0.2%11,7740.5%FinanceOHIOmega Healthcare Investors$1,251,480$213,663 â–²20.6%28,5600.4%FinanceDFIPDimensional Inflation-Protected Securities ETF$1,235,416$14,310 â–¼-1.1%29,6120.4%ETFDUHPDimensional US High Profitability ETF$1,229,876$98,369 â–²8.7%33,4570.4%ETFAVGOBroadcom$1,212,455$19,191 â–¼-1.6%3,9170.4%Computer and TechnologyHTDJohn Hancock Tax-Advantaged Dividend Income Fund$1,189,712$4,384 â–¼-0.4%48,0300.4%Financial ServicesCGBDCarlyle Secured Lending$1,171,752$105,604 â–²9.9%107,1070.4%FinanceABRDN GLOBAL PREMIER PPTYS F$1,160,745$1,160,745 â–²New Holding105,0450.4%COM SH BEN INTDFAIDimensional International Core Equity Market ETF$1,148,935$31,714 â–²2.8%29,4900.4%ETFOPRAOpera$1,147,528$35,379 â–²3.2%80,4720.4%Computer and TechnologyWPCW.P. Carey$1,146,529$82,162 â–²7.7%16,8710.4%FinanceDFLVDimensional US Large Cap Value ETF$1,117,148$59,278 â–²5.6%31,2840.4%ETFCVXChevron$1,112,308$29,380 â–¼-2.6%5,3760.4%EnergyORealty Income$1,030,442$66,991 â–¼-6.1%16,8430.4%FinanceETEnergy Transfer$1,024,527$15,266 â–²1.5%53,0840.4%EnergyVZVerizon Communications$1,023,802$134,288 â–¼-11.6%20,3940.4%Computer and TechnologyMUMicron Technology$1,013,833$45,269 â–¼-4.3%3,0010.4%Computer and TechnologyPTYPimco Corporate & Income Opportunity Fund$1,011,282$33,189 â–¼-3.2%83,8540.4%FinanceVIGVanguard Dividend Appreciation ETF$993,312$193,974 â–²24.3%4,6190.4%ETFEROEro Copper$992,487$7,814 â–¼-0.8%37,2140.4%Basic MaterialsNEUBERGER ENGY INFRSTR & INC$990,842$990,842 â–²New Holding94,2760.4%COMHDHome Depot$980,649$9,208 â–¼-0.9%2,9820.3%Retail/WholesaleMOAltria Group$926,618$73,116 â–²8.6%14,0420.3%Consumer StaplesWLKPWestlake Chemical Partners$925,343$53,811 â–¼-5.5%41,8900.3%Basic MaterialsOBDCBlue Owl Capital$918,251$16,966 â–²1.9%83,0250.3%FinanceMDYSPDR S&P MidCap 400 ETF Trust$904,434$39,484 â–²4.6%1,4660.3%ETFEVTEaton Vance Tax-Advantaged Dividend Income Fund$900,910$900,910 â–²New Holding36,6970.3%Financial ServicesFRONTVIEW REIT INC$896,740$1,222 â–¼-0.1%57,9660.3%COMGSLGlobal Ship Lease$880,996$19,992 â–²2.3%23,6640.3%TransportationXOMExxonMobil$877,554$339 â–¼0.0%5,1720.3%EnergyPDOPimco Dynamic Income Opportunities Fund$847,696$99,212 â–¼-10.5%65,5600.3%Basic MaterialsRNPCohen & Steers REIT and Preferred Income Fund$846,447$53,372 â–¼-5.9%42,8360.3%Financial ServicesRFICohen & Steers Total Return Realty Fund$842,082$1,114 â–²0.1%75,5910.3%FinanceVVisa$838,158$605 â–²0.1%2,7730.3%Business ServicesWALMART INC$818,595$497 â–¼-0.1%6,5870.3%COMMCDMcDonald's$817,180$30,462 â–¼-3.6%2,6290.3%Retail/WholesaleLXP INDUSTRIAL TRUST$805,170$76,562 â–²10.5%17,4050.3%COMCHCTCommunity Healthcare Trust$804,267$122,702 â–²18.0%50,6150.3%FinanceJPCNuveen Preferred & Income Opportunities Fund$796,777$99,966 â–¼-11.1%105,6730.3%Financial ServicesIJHiShares Core S&P Mid-Cap ETF$796,498$205,084 â–¼-20.5%11,7950.3%ETFGSThe Goldman Sachs Group$796,130$68,530 â–¼-7.9%9410.3%FinanceOXFORD LANE CAP CORP$793,404$406,438 â–²105.0%81,1250.3%COMADXAdams Diversified Equity Fund$789,231$789,231 â–²New Holding36,0540.3%FinanceGAMGeneral American Investors$789,111$789,111 â–²New Holding13,4960.3%FinanceMLCOMelco Resorts & Entertainment$788,231$710,000 â–²907.6%138,7730.3%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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