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Portfolio (Quarterly) Guide ↗

SALEM INVESTMENT COUNSELORS INC

· CIK 0000884423
13F Portfolio $4.0B AUM 1,244 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 64 New 174 Added 223 Reduced 57 Exited
Page 8 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ROK ROCKWELL AUTOMATION INC Industrials 38.0 $19K +4.0 +11.8% $495.11 -12.6%
142 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 338.0 $17K +228.0 +207.3% $50.10 +9.6%
143 TTD THE TRADE DESK INC Technology 890.0 $16K +50.0 +6.0% $18.08 -27.5%
144 IYRI NEOS ETF TRUST 325.0 $16K +175.0 +116.7% $49.11 +0.9%
145 BBAI BIGBEAR AI HLDGS INC Technology 4,306.0 $16K +2K +69.9% $3.67 -16.2%
146 NOBL PROSHARES TR 278.0 $16K +139.0 +100.0% $56.16 +4.7%
147 RGTI RIGETTI COMPUTING INC Technology 800.0 $15K +450.0 +128.6% $19.32 -17.1%
148 PIPR PIPER SANDLER COMPANIES Financial Services 208.0 $15K +156.0 +300.0% $72.34 +3.2%
149 BTCI NEOS ETF TRUST 550.0 $15K +250.0 +83.3% $26.86 +20.8%
150 BROS DUTCH BROS INC Consumer Cyclical 200.0 $14K +100.0 +100.0% $71.81 -28.9%
151 MLPI NEOS ETF TRUST 250.0 $14K +200.0 +400.0% $55.02 -1.2%
152 SPYI NEOS ETF TRUST 250.0 $13K +150.0 +150.0% $53.09 +0.9%
153 KGLD KURV ETF TR 500.0 $13K +400.0 +400.0% $26.30 +11.9%
154 PTY PIMCO CORPORATE & INCOME OPP Financial Services 1,000.0 $12K +975.0 +3900.0% $12.15 -2.9%
155 KSLV KURV ETF TR 450.0 $11K +325.0 +260.0% $25.30 +10.5%
156 PAVE GLOBAL X FDS 189.0 $11K +139.0 +278.0% $59.03 -4.8%
157 QBTS D-WAVE QUANTUM INC Technology 425.0 $10K +375.0 +750.0% $23.99 -26.2%
158 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 349.0 $10K +215.0 +160.4% $27.59 -0.9%
159 BKNG BOOKING HOLDINGS INC Consumer Cyclical 50.0 $9K +48.0 +2400.0% $178.24 +18.1%
160 CAG CONAGRA BRANDS INC Consumer Defensive 630.0 $8K +9.0 +1.4% $13.46 +20.1%
Page 8 of 9  ·  174 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.4%
Consumer Cyclical 16.7%
Healthcare 9.5%
Financial Services 9.1%
Industrials 6.2%
Communication Services 5.7%
Consumer Defensive 4.5%
Energy 2.1%
Basic Materials 1.5%
Utilities 0.8%