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Portfolio (Quarterly) Guide ↗

SALEM INVESTMENT COUNSELORS INC

· CIK 0000884423
13F Portfolio $3.4B AUM 1,238 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 850 New 106 Added 110 Reduced 3 Exited
Page 16 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DFAU DIMENSIONAL ETF TRUST 684.0 $31K 0.00% NEW $45.12 +14.7%
302 SCHP SCHWAB STRATEGIC TR 1,154.0 $31K 0.00% NEW $26.61 -0.5%
303 NTIC NORTHERN TECHNOLOGIES INTL C Basic Materials 3,708.0 $31K 0.00% NEW $8.24 -2.4%
304 AGNC AGNC INVT CORP Real Estate 3,000.0 $30K 0.00% NEW $10.15 +2.3%
305 VRSK VERISK ANALYTICS INC Industrials 160.0 $30K 0.00% NEW $189.75 -8.4%
306 KHC KRAFT HEINZ CO Consumer Defensive 1,341.0 $30K 0.00% NEW $22.49 +1.5%
307 HACK AMPLIFY ETF TR 400.0 $30K 0.00% NEW $75.09 +27.8%
308 EQR EQUITY RESIDENTIAL Real Estate 500.0 $30K 0.00% NEW $59.85 +7.1%
309 BOTZ GLOBAL X FDS 899.0 $30K 0.00% NEW $33.22 +15.5%
310 STZ CONSTELLATION BRANDS INC Consumer Defensive 194.0 $29K 0.00% NEW $150.00 -5.9%
311 HOG HARLEY DAVIDSON INC Consumer Cyclical 1,415.0 $29K 0.00% NEW $20.22 +27.0%
312 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 603.0 $28K 0.00% NEW $47.14 -17.0%
313 DEO DIAGEO PLC Consumer Defensive 376.0 $28K 0.00% NEW $74.45 +8.1%
314 WSM WILLIAMS SONOMA INC Consumer Cyclical 150.0 $27K 0.00% NEW $182.33 +24.5%
315 BTCO INVESCO GALAXY BITCOIN ETF Financial Services 402.0 $27K 0.00% NEW $67.47 -7.2%
316 SSNC SS&C TECH HLDGS Technology 400.0 $27K 0.00% NEW $67.57 -3.2%
317 CMI CUMMINS INC Industrials 50.0 $27K 0.00% NEW $538.02 +33.2%
318 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 329.0 $27K 0.00% NEW $80.56 -25.4%
319 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 125.0 $26K 0.00% NEW $209.08 +12.9%
320 AIR LEASE CORP 400.0 $26K 0.00% NEW $65.16
Page 16 of 43  ·  850 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 33.9%
Consumer Cyclical 18.6%
Communication Services 10.6%
Healthcare 9.8%
Financial Services 9.5%
Industrials 6.4%
Consumer Defensive 5.3%
Energy 2.9%
Basic Materials 1.6%
Utilities 0.9%