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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 21 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CBRE CBRE GROUP INC Real Estate 123.0 $17K NEW $135.46 -2.9%
402 LEIDOS HOLDINGS INC 107.0 $17K NEW $155.52
403 KMX CARMAX INC Consumer Cyclical 400.0 $17K NEW $41.58 +29.1%
404 SF STIFEL FINL CORP Financial Services 225.0 $17K NEW $73.92 -0.5%
405 PB PROSPERITY BANCSHARES INC Financial Services 241.0 $16K NEW $67.78 +5.0%
406 SPHQ INVESCO EXCHANGE TRADED FD T 215.0 $16K NEW $75.19 +18.8%
407 CELH CELSIUS HLDGS INC Consumer Defensive 453.0 $16K NEW $35.48 -13.2%
408 IVOO VANGUARD ADMIRAL FDS INC 140.0 $16K NEW $114.32 +12.4%
409 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 300.0 $16K NEW $52.70 -1.0%
410 USIG ISHARES TR 307.0 $16K NEW $51.23 -0.0%
411 CPZ CALAMOS LNG SHR EQT DYNAMIC Financial Services 1,150.0 $16K NEW $13.57 -4.5%
412 PDBC INVESCO ACTVELY MNGD ETC FD 900.0 $16K NEW $17.32 -4.7%
413 HPQ HP INC Technology 794.0 $15K NEW $19.47 +20.7%
414 DLR DIGITAL RLTY TR INC Real Estate 85.0 $15K NEW $180.21 +4.4%
415 BBY BEST BUY INC Consumer Cyclical 235.0 $15K NEW $65.16 +14.7%
416 APLD APPLIED DIGITAL CORP Technology 632.0 $15K NEW $23.74 +96.2%
417 OLN OLIN CORP Basic Materials 500.0 $15K NEW $29.73 -26.0%
418 NOBL PROSHARES TR 139.0 $15K NEW $106.01 -48.2%
419 CRS CARPENTER TECHNOLOGY CORP Industrials 37.0 $15K NEW $394.16 +48.8%
420 MAIN MAIN STR CAP CORP Financial Services 275.0 $15K NEW $52.96 -3.8%
Page 21 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%