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Portfolio (Quarterly) Guide ↗

Samalin Investment Counsel, LLC

· CIK 0001544366
13F Portfolio $320M AUM 336 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 336 New
Page 9 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BCX BLACKROCK RES & COMMODITIES Financial Services 43,097.0 $487K 0.15% NEW $11.31 +12.7%
162 NFLX NETFLIX INC. Communication Services 6,780.0 $484K 0.15% NEW $71.40 +6.5%
163 RIET ETF SER SOLUTIONS 49,279.0 $480K 0.15% NEW $9.75 -2.6%
164 PH PARKER-HANNIFIN CORP Industrials 490.0 $480K 0.15% NEW $978.67 +7.7%
165 VEA VANGUARD TAX-MANAGED FDS 6,706.0 $478K 0.15% NEW $71.25 +3.4%
166 SBRA SABRA HEALTH CARE REIT INC Real Estate 24,363.0 $475K 0.15% NEW $19.51 +4.1%
167 VOO VANGUARD INDEX FDS 689.0 $473K 0.15% NEW $686.84 +3.4%
168 WFC WELLS FARGO & CO Financial Services 5,722.0 $473K 0.15% NEW $82.64 +5.9%
169 EEMS ISHARES INC 6,221.0 $472K 0.15% NEW $75.89 +0.0%
170 NGG NATIONAL GRID PLC Utilities 5,688.0 $471K 0.15% NEW $82.87 -1.9%
171 IEFA ISHARES TR 4,875.0 $471K 0.15% NEW $96.59 +4.6%
172 AGNC AGNC INVT CORP Real Estate 43,155.0 $470K 0.15% NEW $10.90 +0.5%
173 IVE ISHARES TR 2,066.0 $469K 0.15% NEW $227.03 +4.2%
174 SPG SIMON PPTY GROUP INC NEW Real Estate 2,080.0 $465K 0.14% NEW $223.68 -0.9%
175 MPT MEDICAL PROPERTIES TRUST INC Financial Services 99,670.0 $460K 0.14% NEW $4.62 -12.3%
176 XPLR INFRASTRUCTURE LP 38,410.0 $454K 0.14% NEW $11.81
177 IGV ISHARES TR 5,000.0 $453K 0.14% NEW $90.60 +12.6%
178 IGR CBRE GBL REAL ESTATE INC FD Financial Services 98,214.0 $453K 0.14% NEW $4.61 +2.2%
179 DFIV DIMENSIONAL ETF TRUST 8,292.0 $448K 0.14% NEW $54.02 +7.5%
180 SCZ ISHARES TR 5,441.0 $448K 0.14% NEW $82.27 +5.5%
Page 9 of 17  ·  336 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 43.0%
Technology 15.7%
Real Estate 7.6%
Healthcare 7.5%
Energy 7.4%
Communication Services 5.2%
Consumer Cyclical 4.4%
Industrials 3.7%
Consumer Defensive 2.4%
Basic Materials 1.6%