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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 2 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGI ALAMOS GOLD INC Basic Materials 4,310.0 $191K 0.01% NEW $44.43 -18.2%
22 SLB SLB LIMITED Energy 3,656.0 $188K 0.01% NEW $51.54 -6.7%
23 AVUS AMERICAN CENTY ETF TR 1,686.0 $187K 0.01% NEW $111.18 +14.8%
24 AEM AGNICO EAGLE MINES LTD Basic Materials 920.0 $187K 0.01% NEW $202.98 -17.9%
25 PSA PUBLIC STORAGE OPER CO Real Estate 679.0 $184K 0.01% NEW $270.88 +17.4%
26 RSPT INVESCO EXCHANGE TRADED FD T 4,041.0 $183K 0.01% NEW $45.26 +41.3%
27 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 627.0 $182K 0.01% NEW $290.56 -3.6%
28 EOG EOG RES INC Energy 1,242.0 $180K 0.01% NEW $144.57 -10.1%
29 IJJ ISHARES TR 1,352.0 $179K 0.01% NEW $132.50 +9.3%
30 GILD GILEAD SCIENCES INC Healthcare 1,269.0 $177K 0.01% NEW $139.37 -11.2%
31 VTWO VANGUARD SCOTTSDALE FDS 1,750.0 $175K 0.01% NEW $100.17 +19.2%
32 KGS KODIAK GAS SVCS INC Energy 3,000.0 $175K 0.01% NEW $58.32 +18.6%
33 SUN SUNOCO LP/SUNOCO FIN CORP Energy 2,666.0 $173K 0.01% NEW $64.97 -2.3%
34 SKEENA RES LTD NEW 5,769.0 $171K 0.01% NEW $29.72
35 ASH ASHLAND INC Basic Materials 3,038.0 $169K 0.01% NEW $55.61 +22.1%
36 BIV VANGUARD BD INDEX FDS 2,165.0 $167K 0.01% NEW $77.18 -0.8%
37 DGX QUEST DIAGNOSTICS INC Healthcare 815.0 $160K 0.01% NEW $195.98 -0.5%
38 VXUS VANGUARD STAR FDS 2,059.0 $159K 0.01% NEW $77.13 +12.5%
39 CCL CARNIVAL CORP Consumer Cyclical 6,131.0 $159K 0.01% NEW $25.88 +19.3%
40 XSMO INVESCO EXCHANGE TRADED FD T 2,060.0 $157K 0.01% NEW $76.02 +18.4%
Page 2 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%