Position in OBDC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$699,984
-$218,272 QoQ
Shares Held
64,396
-22.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#181
of 425 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OBDC 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. OBDC ranks #18 (1.6% 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 OBDC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,984 | 64,396 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $918,256 | 83,025 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,012,933 | 81,491 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,109,623 | 86,893 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,183,322 | 82,519 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,138,862 | 77,685 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,156,921 | 76,516 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,072,526 | 73,612 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,025,802 | 66,784 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,046,024 | 68,012 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $951,828 | 64,487 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $790,793 | 57,097 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $664,799 | 49,538 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $561,788 | 44,551 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $452,228 | 39,154 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $235,430 | 22,703 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $257,216 | 20,861 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $206,447 | 13,968 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $147,915 | 10,446 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||