Samalin Investment Counsel, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1544366
CHAPPAQUA, NY
Position in APO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,335,956
+$24,097 QoQ
Shares Held
11,292
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#511
of 1,165 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Samalin Investment Counsel, LLC holds $43,823,687 across 57 Asset Management names. APO ranks #10 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQH |
abrdn Healthcare Investors
|
154,616 | $3,398,459 | |
| 2 | CHI |
Calamos Convertible Opportunities & Income Fund
|
206,445 | $2,774,620 | |
| 3 | RVT |
Royce Small-Cap Trust, Inc.
|
147,347 | $2,721,499 | |
| 4 | UTG |
Reaves Utility Income Fund
|
49,883 | $2,031,235 | |
| 5 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
64,791 | $1,793,414 | |
| 6 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
174,324 | $1,767,645 | |
| 7 | ADX |
Adams Diversified Equity Fund, Inc.
|
65,105 | $1,663,432 | |
| 8 | GAM |
General American Investors Co Inc
|
25,234 | $1,608,667 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,335,956 | 11,292 | Shares | Sole | 2026-07-27 | |
| 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. | ||||||