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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Samalin Investment Counsel, LLC

Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001172661-24-002195

Total Value
$209.9M
Positions
278
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL36,135$6.2M2.95%
2SPDR S&P 500 ETF TRSPY10,795$5.6M2.69%
3DIMENSIONAL ETF TRUST25434V708142,477$4.6M2.17%
4MICROSOFT CORPMSFT10,655$4.5M2.14%
5VANECK MERK GOLD TROUNZ170,997$3.7M1.75%
6ISHARES TR46428717627,852$3.0M1.43%
7BERKSHIRE HATHAWAY INC DELBRK-A7,105$3.0M1.42%
8ISHARES TR46429B68941,074$2.9M1.39%
9NVIDIA CORPORATIONNVDA3,201$2.9M1.38%
10INVESCO QQQ TRIVZ6,137$2.7M1.30%
11ISHARES TR46428715022,210$2.6M1.22%
12ISHARES TR46434V62143,604$2.5M1.21%
13ISHARES TR46428943812,909$2.5M1.20%
14ENTERPRISE PRODS PARTNERS L29379210785,620$2.5M1.19%
15ISHARES TR46428749928,898$2.4M1.16%
16ISHARES TR46428745729,403$2.4M1.15%
17ISHARES TR46432F85950,622$2.4M1.14%
18VICTORY PORTFOLIOS II92647N53548,121$2.4M1.14%
19ELI LILLY & COLLY3,046$2.4M1.13%
20MPLX LPMPLXP55,675$2.3M1.10%
21EATON CORP PLCETN6,681$2.1M1.00%
22JPMORGAN CHASE & COVYLD8,988$1.8M0.86%
23PROCTER AND GAMBLE CO74271810910,734$1.7M0.83%
24JOHNSON & JOHNSONJNJ10,284$1.6M0.78%
25META PLATFORMS INCMETA3,315$1.6M0.77%
26ETFIS SER TR I26923G82273,841$1.5M0.74%
27COHEN & STEERS QUALITY INCOM19247L106121,785$1.5M0.70%
28DIMENSIONAL ETF TRUST25434V20348,262$1.5M0.69%
29VANGUARD WORLD FD92191070918,955$1.5M0.69%
30DIMENSIONAL ETF TRUST25434V86430,674$1.4M0.69%
31DIMENSIONAL ETF TRUST25434V85634,936$1.4M0.69%
32UNITEDHEALTH GROUP INCUNH2,902$1.4M0.68%
33DIMENSIONAL ETF TRUST25434V87234,007$1.4M0.68%
34VANECK ETF TRUST92189F41182,144$1.4M0.66%
35DIMENSIONAL ETF TRUST25434V67426,510$1.4M0.65%
36GREYSTONE HOUSING IMPACT INVGHI84,077$1.4M0.65%
37SPDR DOW JONES INDL AVERAGE78467X1093,396$1.4M0.64%
38FIDELITY COVINGTON TRUST3160928088,525$1.3M0.63%
39ARES CAPITAL CORPARCC63,175$1.3M0.63%
40INVESCO EXCHANGE TRADED FD TIVZ6,923$1.2M0.56%
41DISNEY WALT CO2546871069,581$1.2M0.56%
42CALAMOS CONV OPPORTUNITIES &128117108101,103$1.1M0.55%
43CALAMOS CONV & HIGH INCOME F12811P10896,952$1.1M0.55%
44ISHARES TR46428780410,347$1.1M0.54%
45TESLA INCTSLA6,315$1.1M0.53%
46ISHARES TR46428750717,494$1.1M0.51%
47AMAZON COM INCAMZN5,830$1.1M0.50%
48BLUE OWL CAPITAL CORPORATIONOWL68,012$1.0M0.50%
49BANK AMERICA CORP06050510427,525$1.0M0.50%
50GUGGENHEIM STRATEGIC OPPORTUGOF72,887$1.0M0.50%
51ISHARES TR46428723425,282$1.0M0.49%
52PIMCO CORPORATE & INCOME OPPPTY69,575$1.0M0.49%
53NOVO-NORDISK A SNONOF7,997$1.0M0.49%
54ROYCE VALUE TR INCRVT66,441$1.0M0.48%
55HANCOCK JOHN TAX-ADVANTAGED41013V10051,067$1.0M0.48%
56ABRDN HEALTHCARE INVESTORSHQH59,481$1.0M0.48%
57EXXON MOBIL CORPXOM8,486$986,4530.47%
58HOME DEPOT INCHD2,560$981,9730.47%
59ABBVIE INCABBV5,368$977,5590.47%
60OAKTREE SPECIALTY LENDING COOCSL49,672$976,5550.47%
61APOLLO GLOBAL MGMT INC03769M1068,646$972,2270.46%
62DIMENSIONAL ETF TRUST25434V72423,333$954,3070.45%
63MERCK & CO INCMRK6,955$917,6880.44%
64CHEVRON CORP NEWCVX5,727$903,3820.43%
65COHEN & STEERS TOTAL RETURN19247R10374,635$887,4070.42%
66REALTY INCOME CORPO15,561$841,8420.40%
67FIDELITY COVINGTON TRUST31609278214,704$838,8630.40%
68SELECT SECTOR SPDR TR81369Y88612,592$826,6590.39%
69MEDICAL PPTYS TRUST INC58463J304172,263$809,6380.39%
70VISA INCV2,868$800,4290.38%
71ALPHABET INCGOOG5,184$782,4170.37%
72PIMCO DYNAMIC INCOME OPRNTS69355M10759,379$782,0150.37%
73COHEN & STEERS REIT & PFD &19247X10036,535$768,3270.37%
74APOLLO COML REAL EST FIN INC03762U10568,867$767,1840.37%
75VERIZON COMMUNICATIONS INCVZ18,025$756,3150.36%
76OXFORD LANE CAP CORPOXLCZ148,461$754,1820.36%
77BLACKSTONE INCBX5,723$751,8350.36%
78ABRDN HEALTHCARE OPPORTUNITITHQ36,740$738,4680.35%
79ABRDN WORLD HEALTHCARE FUNDTHW55,774$737,8830.35%
80BLACKROCK ENERGY & RES TRBLK55,671$737,6370.35%
81ALPS ETF TR00162Q45215,371$729,5090.35%
82ENERGY TRANSFER L PET-PI46,092$725,0320.35%
83DIMENSIONAL ETF TRUST25434V50011,559$720,6040.34%
84ABRDN GLOBAL PREMIER PPTYS F00302L108180,526$714,8810.34%
85STARWOOD PPTY TR INCSTHO35,030$712,1660.34%
86SPDR GOLD TRGLD3,444$708,3970.34%
87OCCIDENTAL PETE CORP67459910510,811$702,6370.33%
88SCHLUMBERGER LTDSLB12,805$701,8520.33%
89WP CAREY INC92936U10912,429$701,4760.33%
90HANCOCK JOHN FINL OPPTYS FD40973520623,579$697,4770.33%
91PIMCO DYNAMIC INCOME FD72201Y10136,113$696,6240.33%
92FLAHERTY & CRUMRINE DYNAMICDFP36,263$695,1640.33%
93MCDONALDS CORPMCD2,456$692,4240.33%
94NUVEEN PFD & INCOME OPPORTUNNU94,740$681,1840.32%
95REGENERON PHARMACEUTICALSREGN683$657,3810.31%
96SELECT SECTOR SPDR TR81369Y8033,135$652,8630.31%
97GLOBAL SHIP LEASE INC NEWGSL-PB32,048$650,5680.31%
98MELCO RESORTS AND ENTMNT LTD58546410089,273$643,6580.31%
99BLACKROCK TCP CAPITAL CORPTCPC61,611$642,6030.31%
100LIBERTY ALL STAR EQUITY FD53015810489,646$640,9700.31%
101BRISTOL-MYERS SQUIBB COCELG-RI11,785$639,1160.30%
102SPDR S&P MIDCAP 400 ETF TRMDY1,142$635,2900.30%
103MICRON TECHNOLOGY INCMU5,367$632,7300.30%
104FIDELITY WISE ORIGIN BITCOINFBTC10,149$629,8390.30%
105CBRE GBL REAL ESTATE INC FD12504G100116,691$627,7960.30%
106ALTRIA GROUP INCMO14,292$623,4200.30%
107HEALTHPEAK PROPERTIES INCDOC32,513$609,6100.29%
108NIKE INCNKE6,482$609,2090.29%
109STARBUCKS CORPSBUX6,457$590,1330.28%
110VANECK ETF TRUST92189F6436,552$589,0370.28%
111BROADCOM INCAVGO443$587,2030.28%
112CIVITAS RESOURCES INC17888H1037,708$585,1010.28%
113CALAMOS DYNAMIC CONV & INCOM12811V10526,639$580,7250.28%
114FIDELITY COMWLTH TR3159128089,009$580,1780.28%
115NEXTERA ENERGY PARTNERS LPNEE-PW19,068$573,5790.27%
116FIDELITY COVINGTON TRUST31609282410,153$570,3700.27%
117AMGEN INCAMGN1,986$564,7810.27%
118THE CIGNA GROUP1255231001,550$562,8270.27%
119DEVON ENERGY CORP NEW25179M10311,148$559,4110.27%
120AT&T INCT-PC31,569$555,6190.26%
121VANGUARD SPECIALIZED FUNDS9219088443,036$554,3990.26%
122GLADSTONE COMMERCIAL CORPGOODO40,044$554,2060.26%
123GLOBAL PMTS INC37940X1024,055$542,0260.26%
124WALMART INCWMT8,973$539,9090.26%
125APPLOVIN CORPAPP7,759$537,0610.26%
126KKR & CO INCKKRT5,336$536,7020.26%
127PFIZER INCPFE19,257$534,3860.25%
128DIMENSIONAL ETF TRUST25434V30220,987$518,7890.25%
129T-MOBILE US INCTMUSZ3,166$516,7400.25%
130PEPSICO INCPEP2,950$516,3510.25%
131EPR PPTYS26884U10912,026$510,5050.24%
132BOEING COBA-PA2,637$508,9870.24%
133FLEX LTDFLEX17,781$508,7000.24%
134HALOZYME THERAPEUTICS INCHALO12,492$508,1900.24%
135GEO GROUP INC NEWGEO35,940$507,4760.24%
136NEWMONT CORPNEMCL14,136$506,6250.24%
137OMEGA HEALTHCARE INVS INC68193610015,988$506,3360.24%
138COHEN & STEERS INFRASTRUCTUR19248A10921,083$496,9370.24%
139CELESTICA INCCLS11,047$496,4300.24%
140ANTERO MIDSTREAM CORPAM35,181$494,6430.24%
141ISHARES TR4642888779,079$493,8930.24%
142REAVES UTIL INCOME FD75615810118,275$492,7010.23%
143BROADRIDGE FINL SOLUTIONS IN11133T1032,380$487,6140.23%
144ISHARES TR4642873095,767$486,9230.23%
145BLACKROCK RES & COMMODITIESBLK53,601$486,6970.23%
146XAI OCTAGN FLT RAT & ALT INM98400T10667,984$482,0080.23%
147ANNALY CAPITAL MANAGEMENT INNLY-PJ24,442$481,2600.23%
148INVESCO EXCHANGE TRADED FD TIVZ11,414$480,8820.23%
149LINDE PLCLIN1,032$479,1810.23%
150MGP INGREDIENTS INC NEWMGPI5,542$477,3700.23%
151J P MORGAN EXCHANGE TRADED F46641Q3328,220$475,6320.23%
152AGNC INVT CORP00123Q10447,188$467,1600.22%
153EAGLE POINT CREDIT COMPANY IECCW45,965$464,7020.22%
154CAPITAL SOUTHWEST CORPCSWC18,435$460,1370.22%
155BLACKSTONE MTG TR INCBX23,085$459,6220.22%
156SEA LTDSE8,526$457,9380.22%
157INTUITINTU704$457,6090.22%
158MACERICH COMAC26,521$456,9520.22%
159VANECK BITCOIN TRHODL5,672$455,7030.22%
160GRAYSCALE BITCOIN TR BTCGBTC7,214$455,6800.22%
161AUTOZONE INCAZO144$452,7350.22%
162WESTLAKE CHEM PARTNERS LPWLK20,281$450,2420.21%
163HIGHLAND OPPORTUNITIESHFRO-PB63,742$448,1040.21%
164ELEVANCE HEALTH INCELV860$446,1160.21%
165SLR INVESTMENT CORPSLRC28,738$441,1270.21%
166TRIPLEPOINT VENTURE GROWTH BTPVG46,077$436,8110.21%
167BNY MELLON MUN BD INFRASTRUC09662W10941,788$434,1760.21%
168WESTERN MIDSTREAM PARTNERS LWES12,207$433,9530.21%
169ISHARES TR4642871683,521$433,7440.21%
170BRIGHTSPIRE CAPITAL INCBRSP62,441$430,2150.20%
171ISHARES TR4642874655,294$422,8020.20%
172ISHARES TR4642877213,105$419,3970.20%
173CVS HEALTH CORPCVS5,229$417,0270.20%
174SPDR INDEX SHS FDS78463X53312,318$412,7750.20%
175DIMENSIONAL ETF TRUST25434V80711,199$411,5550.20%
176CORECIVIC INCCXW26,322$410,8790.20%
177AUTOMATIC DATA PROCESSING INADP1,645$410,8710.20%
178ALPHABET INCGOOG2,677$407,5880.19%
179WESTERN ASSET EMERGING MKTS95766A10141,804$401,7390.19%
180SPDR SER TR78464A7978,466$398,7590.19%
181VANGUARD INDEX FDS9229085534,605$398,2060.19%
182MONDELEZ INTL INC6092071055,668$396,7660.19%
183COUPANG INCCPNG22,098$393,1260.19%
184INVESCO EXCHANGE TRADED FD TIVZ6,777$388,8660.19%
185HEALTHCARE RLTY TR42226K10527,397$387,6630.18%
186COSTCO WHSL CORP NEW22160K105524$383,6890.18%
187AGILENT TECHNOLOGIES INCA2,606$379,2560.18%
188UNION PAC CORPUNP1,540$378,8340.18%
189NEXTERA ENERGY INCNEE-PW5,852$374,0040.18%
190INNOVATIVE INDL PPTYS INCINHD3,578$370,4830.18%
191TORTOISE ENERGY INFRA CORPTYG11,973$370,0900.18%
192ABBOTT LABSABLZF3,255$369,9100.18%
193MERCADOLIBRE INCMELI242$366,1820.17%
194HUMANA INCHUM1,031$357,4520.17%
195GENERAL DYNAMICS CORPGD1,261$356,3450.17%
196ISHARES TR4642876551,689$355,1390.17%
197ISHARES TR464287200673$353,9140.17%
198DARLING INGREDIENTS INCDAR7,265$337,8720.16%
199EQUINIX INCEQIX409$337,5660.16%
200INVESCO EXCH TRADED FD TR IIIVZ12,705$337,3280.16%
201GOLDMAN SACHS GROUP INCGSCE807$336,9790.16%
202ACCENTURE PLC IRELANDACN959$332,4330.16%
203ISHARES TR4642875804,035$330,7470.16%
204PLAINS ALL AMERN PIPELINE L72650310518,514$325,1060.15%
205MORGAN STANLEYMS-PQ3,443$324,2210.15%
206ISHARES TR4642875153,689$314,5410.15%
207IDEXX LABS INC45168D104581$313,6990.15%
208RADNET INCRDNT6,440$313,3700.15%
209NUCOR CORPNUE1,581$312,8310.15%
210PARKER-HANNIFIN CORPPH562$312,4210.15%
211NATIONAL GRID PLCNMPWP4,558$310,9580.15%
212MORGAN STANLEY INDIA INVT FDMS-PQ13,122$301,0120.14%
213SIMON PPTY GROUP INC NEW8288061091,916$299,7710.14%
214NETFLIX INCNFLX493$299,1100.14%
215VANGUARD INDEX FDS9229087441,830$298,0330.14%
216JACKSON FINANCIAL INCJXN-PA4,483$296,4960.14%
217VICI PPTYS INC9256521099,815$292,3800.14%
218CITIGROUP INCC-PR4,607$291,3300.14%
219SPDR SER TR78464A6985,786$290,9240.14%
220RAYMOND JAMES FINL INC7547301092,264$290,7530.14%
221TANGER INCSKT9,702$286,4990.14%
222CMS ENERGY CORPCMS-PC4,738$285,8930.14%
223NNN REIT INCNNN6,688$285,8450.14%
224NORTHROP GRUMMAN CORPNOC592$283,1620.13%
225ISHARES TR4642875562,059$282,6030.13%
226ARES COML REAL ESTATE CORP04013V10837,925$282,5420.13%
227ING GROEP N.V.INGVF16,676$274,9800.13%
228KRANESHARES TRUST50076730610,234$268,6300.13%
229ISHARES TR4642877542,099$263,8500.13%
230CINCINNATI FINL CORP1720621012,097$260,3640.12%
231SPOTIFY TECHNOLOGY S ASPOT974$257,0390.12%
232VANGUARD INDEX FDS922908363528$253,6750.12%
233SCHWAB STRATEGIC TR8085247973,145$253,5570.12%
234S&P GLOBAL INCSPGI594$252,7350.12%
235PROLOGIS INC.PLDGP1,936$252,1160.12%
236WELLS FARGO CO NEW9497461014,345$251,8320.12%
237HONEYWELL INTL INC4385161061,226$251,7120.12%
238BLACKROCK CORPOR HI YLD FD IBLK25,344$248,1140.12%
239VANGUARD INTL EQUITY INDEX F9220427422,236$247,0610.12%
240HALLIBURTON COHAL6,194$244,1660.12%
241ATLANTICUS HOLDINGS CORPATLCZ8,250$244,1180.12%
242ORION OFFICE REIT INCONL69,472$243,8450.12%
243ICICI BANK LIMITEDIBN9,108$240,5500.11%
244AMERICAN TOWER CORP NEW03027X1001,201$237,3390.11%
245SELECT SECTOR SPDR TR81369Y2091,586$234,3090.11%
246CLOROX CO DELCLX1,524$233,3860.11%
247ISHARES TR4642886877,215$232,5330.11%
248J P MORGAN EXCHANGE TRADED F46654Q2034,253$230,7090.11%
249CISCO SYS INCCSCO4,586$228,9120.11%
250ISHARES TR4642874081,202$224,5350.11%
251PROSHARES TR74348A4672,175$220,6080.11%
252XCEL ENERGY INCXELLL4,096$220,1430.10%
253PIONEER NAT RES CO723787107835$219,3120.10%
254SPDR SER TR78464A4092,989$218,6450.10%
255PENNYMAC MTG INVT TR70931T10314,803$217,3100.10%
256APPLIED MATLS INC0382221051,052$216,9630.10%
257VANGUARD INDEX FDS922908538916$215,9160.10%
258DIGITAL RLTY TR INC2538681031,467$211,2810.10%
259SABRA HEALTH CARE REIT INCSBRA13,789$203,6660.10%
260ISHARES TR4642882733,170$200,7680.10%
261INTEL CORPINTC4,545$200,7620.10%
262PIONEER MUNICIPAL HIGH INCOM72376210023,288$189,8010.09%
263PETROLEO BRASILEIRO SA PETRO71654V40811,109$168,9720.08%
264RITHM CAPITAL CORPRITM-PF14,211$158,5950.08%
265SACHEM CAP CORPSCCG32,888$146,6810.07%
266BLACKROCK LTD DURATION INCOMBLK10,387$145,7230.07%
267NEW YORK CMNTY BANCORP INC64944510336,010$115,9530.06%
268KKR REAL ESTATE FIN TR INCKKRT11,474$115,4280.06%
269TEMPLETON DRAGON FD INC88018T10113,475$105,9130.05%
270NUVEEN FLOATING RATE INCOME67072T10811,905$103,9320.05%
271BANCO SANTANDER S.A.BCDRF17,098$82,7560.04%
272BANCO BRADESCO S A05946030326,519$75,8440.04%
273VIRTUS CONVERTIBLE & INC FD92838U10818,459$55,1920.03%
274HANCOCK JOHN INVT TR41013P74910,371$54,2900.03%
275APPLE INCAAPL200$34,2960.02%
276EMEREN GROUP LTD75971T30111,000$21,2300.01%
277LUMINAR TECHNOLOGIES INCLAZRQ10,000$19,7000.01%
278ISUN INC46524610620,000$5,0000.00%