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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 31 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CRNC CERENCE INC Technology 705.0 $4K NEW $6.31 +70.7%
602 ISHARES TR 96.0 $4K NEW $46.24
603 KSLV KURV ETF TR 125.0 $4K NEW $34.87 -19.3%
604 LPG DORIAN LPG LTD Energy 125.0 $4K NEW $34.20 +15.7%
605 CWEN CLEARWAY ENERGY INC Utilities 108.0 $4K NEW $39.30 -4.8%
606 RGCO RGC RES INC Utilities 191.0 $4K NEW $22.05 +11.0%
607 HIG HARTFORD INSURANCE GROUP INC Financial Services 31.0 $4K NEW $135.84 -5.6%
608 ASTS AST SPACEMOBILE INC Technology 50.0 $4K NEW $82.88 -2.7%
609 SAN BANCO SANTANDER SA Financial Services 366.0 $4K NEW $11.28 +19.7%
610 NET CLOUDFLARE INC Technology 20.0 $4K NEW $206.35 +8.6%
611 TDOC TELADOC HEALTH INC Healthcare 750.0 $4K NEW $5.45 +48.1%
612 ALLE ALLEGION PLC Industrials 28.0 $4K NEW $145.32 -8.1%
613 VST VISTRA CORP Utilities 27.0 $4K NEW $150.56 +8.8%
614 PIPR PIPER SANDLER COMPANIES Financial Services 52.0 $4K NEW $76.56 +6.8%
615 SNPS SYNOPSYS INC Technology 10.0 $4K NEW $396.50 +14.9%
616 FSLR FIRST SOLAR INC Energy 20.0 $4K NEW $197.30 +30.6%
617 XME SPDR SERIES TRUST 36.0 $4K NEW $108.03 +8.3%
618 PLTY TIDAL TRUST II 100.0 $4K NEW $38.60 -18.9%
619 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 257.0 $4K NEW $14.95 +12.1%
620 CLH CLEAN HARBORS INC Industrials 13.0 $4K NEW $286.77 +0.6%
Page 31 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%