Samalin Investment Counsel, LLC
Position in PDO — PIMCO Dynamic Income Opportunities Fund
CIK 1544366
CHAPPAQUA, NY
Position in PDO
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$847,690
-$165,854 QoQ
Shares Held
65,560
-10.5% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PDO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Samalin Investment Counsel, LLC holds $41,479,257 across 59 Asset Management names. PDO ranks #15 (2.0% 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 PDO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $847,690 | 65,560 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,013,544 | 73,233 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,076,339 | 76,228 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $985,495 | 73,108 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $992,753 | 71,524 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $940,726 | 69,222 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $922,657 | 65,344 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $797,732 | 60,025 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $782,021 | 59,379 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $705,268 | 57,620 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $469,545 | 39,524 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $367,952 | 28,174 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $243,511 | 19,638 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $176,200 | 13,798 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $144,931 | 10,988 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||