Samalin Investment Counsel Increases Holdings in Strategic ETFs
Samalin Investment Counsel significantly boosted its positions in SCHD and NML while exiting some holdings, as reported for Q1 2026.
Position Changes Observed
The investment strategy of Samalin Investment Counsel appears to have focused on strengthening exposure to specific sectors during the quarter ending June 30, 2026. The filing shows that out of a total holding count of 318 positions, most holdings experienced changes in share quantity from the previous period.
Significant Purchases
The investor demonstrated strong buying interest in several exchange-traded funds (ETFs). Notably, SCHD saw an increase of over 73% in its position during Q1 2026. This significant purchase suggests confidence in the Strategic Trust space.
Samalin Investment Counsel also significantly increased its stake in NML by approximately 84.9%, indicating a strong conviction in Neuberger Energy Infrastructure & Inc.'s prospects.
The Royce Small Cap Trust (RVT) was another major purchase, with the investor adding shares resulting in over a 30% increase during this period.
Major Sales and Exits
In contrast to their buying activity, Samalin Investment Counsel also reported significant selling. The filing indicates that FLEX represented one of the largest sales for the quarter.
The investor exited Eagle Point CR Co (ECC) entirely during Q1 2026, removing all shares from its portfolio following a nearly 50% reduction in position size.
Other Notable Activity
Beyond the major buys and sells highlighted above, several other holdings showed substantial changes. Orion Properties Inc (ONL) experienced a significant decrease of over 32%, while PLUG PWR INC saw an increase but with a very low portfolio allocation.
Calamos Conv Opportunities & (CHI), despite being categorized under Financial Services in the top holdings list, actually decreased during this period. Similarly, ADX and GGN showed increases that were less pronounced than some of the buys.
Diversification Focus
The observed changes reflect a dynamic investment approach focused on capitalizing on perceived opportunities across different sectors. The investor's actions point towards an active strategy involving substantial buying in certain trusts and ETFs, alongside strategic selling or exiting other positions.
For more detailed analysis of Samalin Investment Counsel's portfolio movements during Q1 2026, please refer to the official filing data available at Samalin Investment Counsel Llc. Investors can also explore specific holdings like SCHD, NML, and RVT for further insights.
The overall portfolio allocation breakdown shows a continued focus on various sectors, with Technology holding the largest percentage at 3.27%, followed by Financial Services (18.52%) and Energy (4.22%).