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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
Q2 2026 Q1 2026 · All 850 New 106 Added 110 Reduced
Page 27 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 141.0 $8K NEW $59.04 +17.8%
522 SCO PROSHARES TR II Financial Services 1,000.0 $8K NEW $8.32 +201.6%
523 DRI DARDEN RESTAURANTS INC Consumer Cyclical 42.0 $8K NEW $196.05 +7.7%
524 LC LENDINGCLUB ISSUANCE TR SER Financial Services 575.0 $8K NEW $14.32 +39.3%
525 ENR ENERGIZER HLDGS INC Industrials 500.0 $8K NEW $16.42 +34.7%
526 FSK FS KKR CAP CORP Financial Services 794.0 $8K NEW $10.21 +19.8%
527 IDVO AMPLIFY ETF TR 200.0 $8K NEW $40.47 +6.8%
528 MSCI MSCI INC Financial Services 15.0 $8K NEW $539.07 +5.6%
529 WAT WATERS CORP Healthcare 27.0 $8K NEW $297.81 +41.5%
530 TRIP TRIPADVISOR INC Consumer Cyclical 749.0 $8K NEW $10.66 -8.2%
531 UTZ UTZ BRANDS INC Consumer Defensive 1,000.0 $8K NEW $7.92 +79.3%
532 DRLL EA SERIES TRUST 200.0 $8K NEW $39.48 +1.8%
533 IVT INVENTRUST PPTYS CORP Real Estate 257.0 $8K NEW $30.71 +6.3%
534 OLED UNIVERSAL DISPLAY CORP Technology 85.0 $8K NEW $91.67 -7.4%
535 NATWEST GROUP PLC 500.0 $8K NEW $15.51
536 HWKN HAWKINS INC Basic Materials 50.0 $8K NEW $153.60 -23.4%
537 IP INTERNATIONAL PAPER CO Consumer Cyclical 215.0 $8K NEW $35.70 +11.7%
538 HWM HOWMET AEROSPACE INC Industrials 33.0 $8K NEW $230.48 +16.1%
539 VIAV VIAVI SOLUTIONS INC Technology 225.0 $7K NEW $33.28 +15.5%
540 AEGON LTD 1,020.0 $7K NEW $7.26
Page 27 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 35.7%
Consumer Cyclical 19.6%
Healthcare 10.3%
Financial Services 10.0%
Industrials 6.7%
Communication Services 6.2%
Consumer Defensive 5.6%
Energy 2.8%
Basic Materials 1.7%
Utilities 0.9%