Samalin Investment Counsel, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1544366
CHAPPAQUA, NY
Position in APO
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,311,859
-$388,491 QoQ
Shares Held
11,774
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Samalin Investment Counsel, LLC holds $40,998,819 across 58 Asset Management names. APO ranks #7 (3.2% 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.
This page
|
11,774 | $1,311,859 | |
| 8 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
48,030 | $1,189,703 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,311,859 | 11,774 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,700,350 | 11,746 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,595,508 | 11,972 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,694,920 | 11,947 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $947,898 | 6,922 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,294,854 | 7,840 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,069,604 | 8,563 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,024,611 | 8,678 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $972,242 | 8,646 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $855,856 | 9,184 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $825,253 | 9,194 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $745,133 | 9,701 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $623,515 | 9,872 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $645,682 | 10,122 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $513,406 | 11,041 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $530,856 | 10,950 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $738,672 | 11,916 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||