Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAMALIN INVESTMENT COUNSEL LLC | 11-13-2023 | 09-30-2023 | 257 | 174,149,844 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PARKER-HANNIFIN CORP | COM | 251 | $251,789 | 646 | 0.00 | 0.00 | -45 | -6.51 | 09-30-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 252 | $251,459 | 1,823 | 0.00 | 0.00 | 293 | 19.15 | 09-30-2023 |
| HALLIBURTON CO | COM | 253 | $251,437 | 6,208 | 0.00 | 0.00 | 6 | 0.10 | 09-30-2023 |
| ANTERO MIDSTREAM CORP | COM | 254 | $251,131 | 20,963 | 0.00 | 0.00 | 4,375 | 26.37 | 09-30-2023 |
