Samalin Investment Counsel, LLC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 1544366
CHAPPAQUA, NY
Position in ADX
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$789,222
New position
Shares Held
36,054
first reported quarter
Ownership
0.029%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Samalin Investment Counsel, LLC holds $41,479,257 across 59 Asset Management names. ADX ranks #20 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQH |
abrdn Healthcare Investors
|
125,848 | $2,238,835 | |
| 2 | RVT |
Royce Small-Cap Trust, Inc.
|
112,755 | $1,871,733 | |
| 3 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
137,632 | $1,658,465 | |
| 4 | CHI |
Calamos Convertible Opportunities & Income Fund
|
146,349 | $1,571,788 | |
| 5 | UTG |
Reaves Utility Income Fund
|
35,875 | $1,409,170 | |
| 6 | ARCC |
Ares Capital Corp
|
75,120 | $1,353,662 | |
| 7 | APO |
Apollo Global Management, Inc.
|
11,774 | $1,311,859 | |
| 8 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
48,030 | $1,189,703 |
All Filings in ADX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $789,222 | 36,054 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||