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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 Q3 2024 · Filed November 13, 2024 · Accession 0001172661-24-004595

Total Value
$229.8M
Positions
285
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (285)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL33,652$7.8M3.41%
2SPDR S&P 500 ETF TRSPY8,742$5.0M2.18%
3VANECK MERK GOLD ETFOUNZ190,736$4.8M2.11%
4DIMENSIONAL ETF TRUST25434V708139,203$4.8M2.08%
5MICROSOFT CORPMSFT10,650$4.6M1.99%
6NVIDIA CORPORATIONNVDA31,878$3.9M1.68%
7BERKSHIRE HATHAWAY INC DELBRK-A7,466$3.4M1.50%
8ISHARES TR46429B68944,517$3.4M1.49%
9ISHARES TR46428715024,041$3.0M1.31%
10ISHARES TR46428943813,486$3.0M1.29%
11INVESCO QQQ TRIVZ6,054$3.0M1.29%
12ISHARES TR46428717626,055$2.9M1.25%
13ISHARES TR46434V62144,993$2.8M1.23%
14ISHARES TR46428749930,374$2.7M1.16%
15ISHARES TR46428745732,104$2.7M1.16%
16ISHARES TR46432F85954,513$2.7M1.15%
17VICTORY PORTFOLIOS II92647N53551,919$2.6M1.15%
18MPLX LPMPLXP57,122$2.5M1.11%
19ELI LILLY & COLLY2,807$2.5M1.08%
20EATON CORP PLCETN6,817$2.3M0.98%
21ENTERPRISE PRODS PARTNERS L29379210773,184$2.1M0.93%
22VANECK ETF TRUST92189F411126,001$2.1M0.91%
23ETFIS SER TR I26923G82283,671$1.9M0.83%
24META PLATFORMS INCMETA3,311$1.9M0.82%
25FIDELITY COVINGTON TRUST31609280810,511$1.8M0.80%
26JPMORGAN CHASE & CO.VYLD8,663$1.8M0.79%
27UNITEDHEALTH GROUP INCUNH3,112$1.8M0.79%
28ALPS ETF TR00162Q45236,608$1.7M0.75%
29COHEN & STEERS QUALITY INCOM19247L106121,145$1.7M0.75%
30TESLA INCTSLA6,232$1.6M0.71%
31JOHNSON & JOHNSONJNJ9,874$1.6M0.70%
32DIMENSIONAL ETF TRUST25434V67429,951$1.6M0.69%
33PROCTER AND GAMBLE CO7427181099,193$1.6M0.69%
34DIMENSIONAL ETF TRUST25434V20348,517$1.5M0.67%
35DIMENSIONAL ETF TRUST25434V86432,022$1.5M0.67%
36DIMENSIONAL ETF TRUST25434V87235,088$1.5M0.66%
37DIMENSIONAL ETF TRUST25434V85635,786$1.5M0.66%
38ISHARES TR46428780412,243$1.4M0.62%
39ARES CAPITAL CORPARCC68,091$1.4M0.62%
40AMGEN INCAMGN4,184$1.3M0.59%
41INVESCO EXCHANGE TRADED FD TIVZ7,322$1.3M0.57%
42ABRDN HEALTHCARE INVESTORSHQH67,969$1.3M0.55%
43ISHARES TR46428723427,299$1.3M0.54%
44SELECT SECTOR SPDR TR81369Y8035,429$1.2M0.53%
45HANCOCK JOHN TAX-ADVANTAGED41013V10052,386$1.2M0.53%
46EXXON MOBIL CORPXOM10,366$1.2M0.53%
47PIMCO CORPORATE & INCOME OPPPTY78,243$1.1M0.49%
48HOME DEPOT INCHD2,692$1.1M0.47%
49MERCK & CO INCMRK9,552$1.1M0.47%
50BANK AMERICA CORP06050510427,253$1.1M0.47%
51BLUE OWL CAPITAL CORPORATIONOWL73,612$1.1M0.47%
52APOLLO GLOBAL MGMT INC03769M1068,563$1.1M0.47%
53ROYCE SMALL CAP TRUST INCRVT67,488$1.1M0.46%
54AMAZON COM INCAMZN5,681$1.1M0.46%
55SELECT SECTOR SPDR TR81369Y88612,827$1.0M0.45%
56FIDELITY COMWLTH TR31591280814,023$1.0M0.44%
57REALTY INCOME CORPO15,731$997,6550.43%
58DIMENSIONAL ETF TRUST25434V72423,430$976,8150.43%
59ISHARES TR46428750715,086$940,1560.41%
60COHEN & STEERS TOTAL RETURN19247R10371,127$931,0520.41%
61PIMCO DYNAMIC INCOME OPRNTS69355M10765,344$922,6640.40%
62OAKTREE SPECIALTY LENDING COOCSL56,129$915,4670.40%
63COHEN & STEERS REIT & PFD &19247X10038,588$913,3780.40%
64FIDELITY COVINGTON TRUST31609278214,925$904,4750.39%
65NOVO-NORDISK A SNONOF7,529$896,4190.39%
66ALPHABET INCGOOG5,387$893,5140.39%
67MCDONALDS CORPMCD2,884$878,2410.38%
68OXFORD LANE CAP CORPOXLCZ167,337$876,8440.38%
69MEDICAL PPTYS TRUST INC58463J304149,338$873,6250.38%
70ABRDN HEALTHCARE OPPORTUNITITHQ39,237$866,3640.38%
71OMEGA HEALTHCARE INVS INC68193610021,268$865,5970.38%
72HEALTHPEAK PROPERTIES INCDOC37,274$852,4530.37%
73ABRDN GLOBAL PREMIER PPTYS F00302L108184,338$851,6400.37%
74BROADCOM INCAVGO4,933$850,8700.37%
75BLACKSTONE INCBX5,503$842,6900.37%
76FLAHERTY & CRUMRINE DYNAMICDFP39,051$839,5940.37%
77REGENERON PHARMACEUTICALSREGN791$831,5310.36%
78PIMCO DYNAMIC INCOME FD72201Y10140,984$830,7420.36%
79ABRDN WORLD HEALTHCARE FUNDTHW62,258$826,1660.36%
80HANCOCK JOHN FINL OPPTYS FD40973520624,862$824,4070.36%
81WP CAREY INC92936U10913,175$820,8090.36%
82NUVEEN PFD & INCOME OPPORTUNNU101,361$817,9830.36%
83SPDR GOLD TRGLD3,356$815,5880.35%
84BLACKROCK ENERGY & RES TRBLK62,899$810,1340.35%
85VERIZON COMMUNICATIONS INCVZ17,522$786,8990.34%
86STARBUCKS CORPSBUX8,026$782,4810.34%
87VISA INCV2,845$782,1750.34%
88CALAMOS CONV & HIGH INCOME F12811P10864,665$771,4510.34%
89ENERGY TRANSFER L PET-PI47,750$766,3850.33%
90DIMENSIONAL ETF TRUST25434V50011,629$754,2550.33%
91SPOTIFY TECHNOLOGY S ASPOT2,044$753,2750.33%
92SPDR S&P MIDCAP 400 ETF TRMDY1,308$745,1990.32%
93CALAMOS DYNAMIC CONV & INCOM12811V10528,995$736,4750.32%
94PFIZER INCPFE24,813$718,0770.31%
95SPDR DOW JONES INDL AVERAGE78467X1091,693$716,4730.31%
96ALTRIA GROUP INCMO13,967$712,8930.31%
97WALMART INCWMT8,794$710,0790.31%
98VANECK ETF TRUST92189F6437,313$709,0080.31%
99CHEVRON CORP NEWCVX4,807$707,8560.31%
100APOLLO COML REAL EST FIN INC03762U10576,622$704,1540.31%
101STARWOOD PPTY TR INCSTHO34,326$699,5580.30%
102NEXTERA ENERGY PARTNERS LPNEE-PW25,152$694,6990.30%
103LIBERTY ALL STAR EQUITY FD53015810497,283$690,7080.30%
104AT&T INCT-PC31,324$689,1350.30%
105MELCO RESORTS AND ENTMNT LTD58546410086,273$672,0670.29%
106EPR PPTYS26884U10913,547$664,3630.29%
107ABBVIE INCABBV3,288$649,3380.28%
108REAVES UTIL INCOME FD75615810119,709$646,6400.28%
109ISHARES TR46428887711,183$643,3510.28%
110APPLOVIN CORPAPP4,922$642,5770.28%
111FIDELITY COVINGTON TRUST31609282410,347$634,7840.28%
112PEPSICO INCPEP3,702$629,4500.27%
113ISHARES TR4642872001,090$628,9440.27%
114GREYSTONE HOUSING IMPACT INVGHI43,945$616,5430.27%
115FLEX LTDFLEX18,254$610,2270.27%
116VANGUARD SPECIALIZED FUNDS9219088443,073$608,6090.26%
117AGNC INVT CORP00123Q10458,049$607,1910.26%
118FIDELITY WISE ORIGIN BITCOINFBTC10,780$598,5860.26%
119J P MORGAN EXCHANGE TRADED F46641Q3329,946$591,8640.26%
120THE CIGNA GROUP1255231001,706$590,9720.26%
121COHEN & STEERS INFRASTRUCTUR19248A10922,207$578,0390.25%
122OCCIDENTAL PETE CORP67459910511,200$577,2720.25%
123MICRON TECHNOLOGY INCMU5,539$574,4800.25%
124BLACKROCK RES & COMMODITIESBLK59,166$567,9950.25%
125INVESCO EXCHANGE TRADED FD TIVZ11,920$566,5410.25%
126DIMENSIONAL ETF TRUST25434V30220,652$566,0760.25%
127KKR & CO INCKKRT4,331$565,4960.25%
128ALGONQUIN PWR UTILS CORP015857105103,608$564,6630.25%
129COSTCO WHSL CORP NEW22160K105637$564,5980.25%
130ANNALY CAPITAL MANAGEMENT INNLY-PJ27,960$561,1560.24%
131NNN REIT INCNNN11,515$558,3440.24%
132HALOZYME THERAPEUTICS INCHALO9,747$557,9010.24%
133HIGHLAND OPPORTUNITIESHFRO-PB90,359$553,9030.24%
134TRIPLEPOINT VENTURE GROWTH BTPVG78,238$552,3590.24%
135SCHLUMBERGER LTDSLB13,047$547,3280.24%
136CBRE GBL REAL ESTATE INC FD12504G10083,169$546,4200.24%
137XAI OCTAGN FLT RAT & ALT INM98400T10680,118$546,4070.24%
138CALAMOS CONV OPPORTUNITIES &12811710846,680$543,3540.24%
139ORION OFFICE REIT INCONL135,774$543,0950.24%
140HEALTHCARE RLTY TR42226K10529,727$539,5380.23%
141EAGLE POINT CREDIT COMPANY IECCW54,574$538,1040.23%
142DISNEY WALT CO2546871065,516$530,6240.23%
143GLOBAL SHIP LEASE INC NEWGSL-PB19,872$529,5770.23%
144BLACKROCK TCP CAPITAL CORPTCPC62,996$522,2400.23%
145VANGUARD INDEX FDS9229085535,332$519,4850.23%
146CAPITAL SOUTHWEST CORPCSWC20,476$517,8430.23%
147NEXTERA ENERGY INCNEE-PW6,074$513,4110.22%
148ISHARES TR4642871683,783$510,9290.22%
149COUPANG INCCPNG20,697$508,1080.22%
150ISHARES TR4642876552,297$507,3140.22%
151OPERA LTDOPRA32,825$507,1480.22%
152ARES COML REAL ESTATE CORP04013V10872,225$505,5720.22%
153JACKSON FINANCIAL INCJXN-PA5,530$504,5470.22%
154INNOVATIVE INDL PPTYS INCINHD3,714$499,8650.22%
155SLR INVESTMENT CORPSLRC33,147$498,8690.22%
156WESTLAKE CHEM PARTNERS LPWLK21,960$492,1250.21%
157LINDE PLCLIN1,032$491,9760.21%
158BRIGHTSPIRE CAPITAL INCBRSP86,787$486,0050.21%
159TORTOISE ENERGY INFRA CORPTYG12,269$481,5600.21%
160BNY MELLON MUN BD INFRASTRUC09662W10942,953$479,3550.21%
161T-MOBILE US INCTMUSZ2,319$478,5090.21%
162ACCENTURE PLC IRELANDACN1,345$475,3840.21%
163ISHARES TR4642877213,134$475,1450.21%
164MONDELEZ INTL INC6092071056,439$474,3910.21%
165EQUINIX INCEQIX531$471,2200.21%
166ALPHABET INCGOOG2,805$468,9750.20%
167NICE LTDNCSYF2,700$468,9180.20%
168BOEING COBA-PA3,076$467,6040.20%
169DEVON ENERGY CORP NEW25179M10311,755$459,8630.20%
170UNION PAC CORPUNP1,854$456,9520.20%
171HEWLETT PACKARD ENTERPRISE CHPE-PC7,540$456,2450.20%
172ELEVANCE HEALTH INCELV876$455,3880.20%
173VANGUARD WORLD FD9219107095,693$453,5900.20%
174BRISTOL-MYERS SQUIBB COCELG-RI8,656$447,8820.19%
175ISHARES TR4642874655,347$447,1730.19%
176RADNET INCRDNT6,440$446,8720.19%
177HONEYWELL INTL INC4385161062,122$438,5410.19%
178VANECK BITCOIN ETFHODL6,063$435,5270.19%
179INVESCO EXCHANGE TRADED FD TIVZ6,777$429,8670.19%
180ABBOTT LABSABLZF3,769$429,7370.19%
181DIMENSIONAL ETF TRUST25434V80711,266$429,0060.19%
182CIVITAS RESOURCES INC17888H1038,440$427,6800.19%
183GOLDMAN SACHS GROUP INCGSCE862$426,7700.19%
184AUTOMATIC DATA PROCESSING INADP1,539$425,9390.19%
185ISHARES TR4642874082,154$424,7490.18%
186GLOBAL PMTS INC37940X1024,124$422,3470.18%
187WESTERN ASSET EMERGING MKTS95766A10141,122$418,6250.18%
188MACERICH COMAC22,588$412,0050.18%
189HUMANA INCHUM1,274$403,5610.18%
190SEA LTDSE4,241$399,8650.17%
191BLACKSTONE MTG TR INCBX20,995$399,1220.17%
192S&P GLOBAL INCSPGI772$398,7300.17%
193SPDR SER TR78464A4094,785$396,8300.17%
194MORGAN STANLEY INDIA INVT FDMS-PQ13,122$394,7010.17%
195CELESTICA INCCLS7,714$394,3270.17%
196NATIONAL GRID PLCNMPWP5,628$392,1330.17%
197MORGAN STANLEYMS-PQ3,700$385,6610.17%
198ZOETIS INCZTS1,892$369,7150.16%
199VICI PPTYS INC92565210910,973$365,5170.16%
200RAYMOND JAMES FINL INC7547301092,926$358,2940.16%
201ISHARES TR4642875804,041$355,3370.15%
202AGILENT TECHNOLOGIES INCA2,370$351,8450.15%
203GRAYSCALE BITCOIN TR BTCGBTC6,944$350,6720.15%
204SPDR SER TR78464A6986,157$348,4960.15%
205NETFLIX INCNFLX487$345,0600.15%
206VANGUARD INDEX FDS9229087441,959$341,9630.15%
207GENERAL DYNAMICS CORPGD1,105$333,8060.15%
208CLOROX CO DELCLX2,039$332,1330.14%
209SPDR SER TR78464A7976,267$331,4480.14%
210CMS ENERGY CORPCMS-PC4,678$330,3760.14%
211GEO GROUP INC NEWGEO25,518$327,9090.14%
212CITIGROUP INCC-PR5,235$327,7140.14%
213PROLOGIS INC.PLDGP2,583$326,1740.14%
214TANGER INCSKT9,705$322,0140.14%
215ISHARES TR4642875153,600$321,7640.14%
216BLACKROCK CORPOR HI YLD FD IBLK31,487$316,7640.14%
217INTUITINTU505$313,8750.14%
218CINCINNATI FINL CORP1720621012,305$313,7220.14%
219ING GROEP N.V.INGVF17,235$312,9860.14%
220AMERICAN TOWER CORP NEW03027X1001,336$310,6100.14%
221ISHARES TR4642873093,242$310,4050.14%
222PLAINS ALL AMERN PIPELINE L72650310517,675$307,0170.13%
223ERO COPPER CORPERO13,762$306,4690.13%
224SIMON PPTY GROUP INC NEW8288061091,807$305,4590.13%
225PARKER-HANNIFIN CORPPH476$300,6380.13%
226ISHARES TR4642875562,062$300,2050.13%
227J P MORGAN EXCHANGE TRADED F46654Q2035,331$292,8260.13%
228NIKE INCNKE3,254$287,6570.13%
229IDEXX LABS INC45168D104566$285,9550.12%
230INVESCO EXCH TRADED FD TR IIIVZ10,337$284,9790.12%
231ISHARES TR4642877542,104$281,2770.12%
232ICICI BANK LIMITEDIBN9,377$279,9100.12%
233SCHWAB STRATEGIC TR8085247973,306$279,4140.12%
234NORTHROP GRUMMAN CORPNOC519$274,1160.12%
235DIGITAL RLTY TR INC2538681031,677$271,4130.12%
236VANGUARD INTL EQUITY INDEX F9220427422,237$267,7510.12%
237DARLING INGREDIENTS INCDAR7,204$267,7100.12%
238BROADRIDGE FINL SOLUTIONS IN11133T1031,193$256,5110.11%
239ISHARES INC4642864754,015$256,1030.11%
240ISHARES TR4642882733,765$254,8940.11%
241INVESCO EXCH TRADED FD TR IIIVZ1,259$252,7720.11%
242CVS HEALTH CORPCVS4,008$252,0020.11%
243SELECT SECTOR SPDR TR81369Y2091,632$251,2970.11%
244WELLS FARGO CO NEW9497461014,388$247,9040.11%
245VANGUARD INDEX FDS922908363464$244,6270.11%
246AGREE RLTY CORP0084921003,205$241,4110.11%
247SABRA HEALTH CARE REIT INCSBRA12,820$238,5870.10%
248IRON MTN INC DEL46284V1011,980$235,2280.10%
249CAMECO CORPCCJ4,922$235,0630.10%
250SOUTHERN COSOMN2,560$230,8270.10%
251VANGUARD INDEX FDS922908538946$230,3090.10%
252PENNYMAC MTG INVT TR70931T10315,876$226,3920.10%
253HIGHWOODS PPTYS INC4312841086,342$212,5080.09%
254HCA HEALTHCARE INCHCA523$212,4190.09%
255ALEXANDRIA REAL ESTATE EQ IN0152711091,788$212,3140.09%
256ISHARES TR4642886876,368$211,5960.09%
257CONSOLIDATED EDISON INCED2,028$211,2130.09%
258PIONEER MUNICIPAL HIGH INCOM72376210023,677$209,3020.09%
259UBER TECHNOLOGIES INCUBER2,758$207,2910.09%
260AMERICAN EXPRESS COAXP762$206,7100.09%
261DIMENSIONAL ETF TRUST25434V8807,640$206,3430.09%
262CISCO SYS INCCSCO3,848$204,7840.09%
263LAS VEGAS SANDS CORPLVS4,062$204,4840.09%
264APPLIED MATLS INC0382221051,006$203,3070.09%
265SPDR INDEX SHS FDS78463X5335,380$202,6620.09%
266PETROLEO BRASILEIRO SA PETRO71654V40812,925$186,2440.08%
267NEW YORK CMNTY BANCORP INCFLG-PU15,724$176,5790.08%
268RITHM CAPITAL CORPRITM-PF14,783$167,7870.07%
269BLACKROCK LTD DURATION INCOMBLK11,359$164,4810.07%
270EASTERLY GOVT PPTYS INC27616P10312,021$163,2500.07%
271CORECIVIC INCCXW12,130$153,4380.07%
272GOLDMAN SACHS BDC INCGSBD10,024$137,9310.06%
273KKR REAL ESTATE FIN TR INCKKRT10,114$124,9050.05%
274NUVEEN FLOATING RATE INCOME67072T10813,628$120,1960.05%
275WALGREENS BOOTS ALLIANCE INC93142710813,173$118,0330.05%
276BANCO BRADESCO S A05946030343,619$116,0260.05%
277BANCO SANTANDER S.A.BCDRF17,342$88,4430.04%
278BLACKROCK INNOVATION AND GRWBLK11,600$87,5800.04%
279HAFNIA LTDHAFN11,859$84,9100.04%
280SACHEM CAP CORPSCCG25,095$63,2410.03%
281VIRTUS CONVERTIBLE & INC FD92838U10817,403$54,1230.02%
282AGILON HEALTH INCAGL12,660$49,7540.02%
283EMEREN GROUP LTD75971T30111,000$29,7000.01%
284APPLE INCAAPL100$23,3000.01%
285LUMINAR TECHNOLOGIES INCLAZRQ15,000$13,4960.01%