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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 25 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 IWN ISHARES TR 57.0 $11K NEW $189.60 +14.4%
482 CHWY CHEWY INC Consumer Cyclical 400.0 $11K NEW $27.00 -32.6%
483 CALUMET INC 300.0 $11K NEW $35.90
484 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 500.0 $11K NEW $21.53 +7.3%
485 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 750.0 $11K NEW $14.35 -12.0%
486 EXPD EXPEDITORS INTL WASH INC Industrials 75.0 $11K NEW $143.24 +12.6%
487 EXEL EXELIXIS INC Healthcare 250.0 $11K NEW $42.89 +21.0%
488 FTV FORTIVE CORP Technology 192.0 $11K NEW $55.28 +10.4%
489 UAL UNITED AIRLS HLDGS INC Industrials 115.0 $11K NEW $92.08 +28.5%
490 LITE LUMENTUM HLDGS INC Technology 15.0 $11K NEW $702.80 +20.9%
491 WEYS WEYCO GROUP INC Consumer Cyclical 325.0 $10K NEW $32.05 +16.4%
492 BWXT BWX TECHNOLOGIES INC Industrials 50.0 $10K NEW $204.50 +0.4%
493 HEI HEICO CORP NEW Industrials 37.0 $10K NEW $274.22 +22.9%
494 LFGY TIDAL TRUST II 500.0 $10K NEW $20.17 +14.7%
495 LADR LADDER CAP CORP Real Estate 1,000.0 $10K NEW $10.00 +2.0%
496 XLB SELECT SECTOR SPDR TR 200.0 $10K NEW $49.97 +3.7%
497 BTCI NEOS ETF TRUST 300.0 $10K NEW $32.78 -12.5%
498 EQIX EQUINIX INC Real Estate 10.0 $10K NEW $980.30 +11.4%
499 CAG CONAGRA BRANDS INC Consumer Defensive 621.0 $10K NEW $15.73 -16.1%
500 CNXC CONCENTRIX CORP Technology 357.0 $10K NEW $27.36 -8.3%
Page 25 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%