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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 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 -7.2%
522 SCO PROSHARES TR II Financial Services 1,000.0 $8K NEW $8.32 +282.7%
523 DRI DARDEN RESTAURANTS INC Consumer Cyclical 42.0 $8K NEW $196.05 +8.9%
524 LC LENDINGCLUB ISSUANCE TR SER Financial Services 575.0 $8K NEW $14.32 +34.1%
525 ENR ENERGIZER HLDGS INC Industrials 500.0 $8K NEW $16.42 +31.1%
526 FSK FS KKR CAP CORP Financial Services 794.0 $8K NEW $10.21 +0.6%
527 IDVO AMPLIFY ETF TR 200.0 $8K NEW $40.47 +4.7%
528 MSCI MSCI INC Financial Services 15.0 $8K NEW $539.07 +7.8%
529 WAT WATERS CORP Healthcare 27.0 $8K NEW $297.81 +19.3%
530 TRIP TRIPADVISOR INC Consumer Cyclical 749.0 $8K NEW $10.66 +21.7%
531 UTZ UTZ BRANDS INC Consumer Defensive 1,000.0 $8K NEW $7.92 -11.0%
532 DRLL EA SERIES TRUST 200.0 $8K NEW $39.48 -14.4%
533 IVT INVENTRUST PPTYS CORP Real Estate 257.0 $8K NEW $30.71 +11.8%
534 OLED UNIVERSAL DISPLAY CORP Technology 85.0 $8K NEW $91.67 -3.0%
535 NATWEST GROUP PLC 500.0 $8K NEW $15.51
536 HWKN HAWKINS INC Basic Materials 50.0 $8K NEW $153.60 +5.1%
537 IP INTERNATIONAL PAPER CO Consumer Cyclical 215.0 $8K NEW $35.70 +3.1%
538 HWM HOWMET AEROSPACE INC Industrials 33.0 $8K NEW $230.48 +20.5%
539 VIAV VIAVI SOLUTIONS INC Technology 225.0 $7K NEW $33.28 +41.7%
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 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%