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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 19 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IYM ISHARES TR 115.0 $20K 0.00% NEW $175.92 +5.4%
362 WHR WHIRLPOOL CORP Consumer Cyclical 375.0 $20K 0.00% NEW $53.92 -27.9%
363 LYV LIVE NATION ENTERTAINMENT IN Communication Services 132.0 $20K 0.00% NEW $152.52 +12.3%
364 VCR VANGUARD WORLD FD 56.0 $20K 0.00% NEW $359.04 +9.8%
365 IGF ISHARES TR 300.0 $20K 0.00% NEW $67.00 -1.0%
366 BROWN FORMAN CORP 750.0 $20K 0.00% NEW $26.67
367 XLP SELECT SECTOR SPDR TR 240.0 $20K 0.00% NEW $81.98 +1.6%
368 SCZ ISHARES TR 250.0 $20K 0.00% NEW $78.41 +6.6%
369 GNRC GENERAC HLDGS INC Industrials 100.0 $20K 0.00% NEW $195.33 +42.9%
370 NTRS NORTHERN TR CORP Financial Services 139.0 $20K 0.00% NEW $140.37 +22.6%
371 ANGLOGOLD ASHANTI PLC 200.0 $19K 0.00% NEW $97.36
372 COKE COCA COLA CONS INC Consumer Defensive 100.0 $19K 0.00% NEW $191.74 -5.3%
373 TNDM TANDEM DIABETES CARE INC Healthcare 1,000.0 $19K 0.00% NEW $19.17 -20.2%
374 APA APA CORPORATION Energy 450.0 $19K 0.00% NEW $42.44 -22.2%
375 MP MP MATERIALS CORP Basic Materials 395.0 $19K 0.00% NEW $48.26 +26.1%
376 TTD THE TRADE DESK INC Technology 840.0 $19K 0.00% NEW $22.69 -18.4%
377 MBC MASTERBRAND INC Consumer Cyclical 2,272.0 $19K 0.00% NEW $8.31 +9.0%
378 XPLR INFRASTRUCTURE LP 1,775.0 $19K 0.00% NEW $10.62
379 EEMV ISHARES INC 290.0 $19K 0.00% NEW $64.81 +18.3%
380 AVDV AMERICAN CENTY ETF TR 187.0 $19K 0.00% NEW $99.86 +6.9%
Page 19 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%