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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 37 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 30.0 $1K NEW $46.20 -10.0%
722 INMD INMODE LTD Healthcare 100.0 $1K NEW $13.68 -2.0%
723 RGT ROYCE GLOBAL TRUST INC Financial Services 100.0 $1K NEW $13.37 +8.1%
724 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 250.0 $1K NEW $5.32 -6.4%
725 SCI SERVICE CORP INTL Consumer Cyclical 16.0 $1K NEW $82.56 -12.0%
726 HAL HALLIBURTON CO Energy 32.0 $1K NEW $39.00 -10.4%
727 AI C3 AI INC Technology 146.0 $1K NEW $8.42 +22.3%
728 INFQ INFLEQTION INC Technology 124.0 $1K NEW $9.81 +37.9%
729 WK WORKIVA INC Technology 20.0 $1K NEW $59.65 -20.6%
730 EWBC EAST WEST BANCORP INC Financial Services 11.0 $1K NEW $106.82 +18.7%
731 ENTG ENTEGRIS INC Technology 10.0 $1K NEW $117.30 +52.4%
732 PBF PBF ENERGY INC Energy 24.0 $1K NEW $47.62 -21.7%
733 DBX DROPBOX INC Technology 50.0 $1K NEW $22.72 +14.3%
734 ANGX ANGEL STUDIOS INC Communication Services 358.0 $1K NEW $3.05 +4.9%
735 GTLB GITLAB INC Technology 50.0 $1K NEW $21.64 +22.7%
736 BHC BAUSCH HEALTH COS INC Healthcare 200.0 $1K NEW $5.40 -11.7%
737 IMKTA INGLES MKTS INC Consumer Defensive 12.0 $1K NEW $89.92 -2.8%
738 IIPR INNOVATIVE INDL PPTYS INC Real Estate 21.0 $1K NEW $49.90 +19.4%
739 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 55.0 $1K NEW $18.71 +9.3%
740 ARMP ARMATA PHARMACEUTICALS INC Healthcare 100.0 $1K NEW $10.24 -30.9%
Page 37 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%