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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 23 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DVN DEVON ENERGY CORP NEW Energy 257.0 $13K NEW $50.32 -16.3%
442 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 400.0 $13K NEW $32.01 +1.5%
443 PFFA ETFIS SER TR I 625.0 $13K NEW $20.36 +4.8%
444 APH AMPHENOL CORP Technology 100.0 $13K NEW $126.60 +29.5%
445 BHF BRIGHTHOUSE FINL INC Financial Services 209.0 $13K NEW $59.88 +5.6%
446 DTE DTE ENERGY CO Utilities 84.0 $12K NEW $147.39 +0.1%
447 SOFI SOFI TECHNOLOGIES INC Financial Services 779.0 $12K NEW $15.88 +12.8%
448 DBEF DBX ETF TR 250.0 $12K NEW $49.40 +10.7%
449 COIN COINBASE GLOBAL INC Financial Services 70.0 $12K NEW $174.61 -6.5%
450 ADSK AUTODESK INC Technology 51.0 $12K NEW $239.41 -19.0%
451 FULT FULTON FINL CORP PA Financial Services 600.0 $12K NEW $20.34 +12.6%
452 ROK ROCKWELL AUTOMATION INC Industrials 34.0 $12K NEW $358.88 +32.0%
453 ATKR ATKORE INC Industrials 207.0 $12K NEW $58.91 +37.8%
454 CXT CRANE NXT CO Industrials 300.0 $12K NEW $40.59 +15.6%
455 SMR NUSCALE PWR CORP Utilities 1,119.0 $12K NEW $10.84 +8.3%
456 ABEV AMBEV SA Consumer Defensive 4,151.0 $12K NEW $2.92 +6.8%
457 VFH VANGUARD WORLD FD 100.0 $12K NEW $120.81 +8.8%
458 ILCV ISHARES TR 129.0 $12K NEW $93.15 +8.5%
459 ONESTREAM INC 500.0 $12K NEW $24.00
460 CNC CENTENE CORP DEL Healthcare 364.0 $12K NEW $32.74 +86.4%
Page 23 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%