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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 38 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ABNB AIRBNB INC Consumer Cyclical 8.0 $1K NEW $126.38 +12.7%
742 ETSY INC 20.0 $1K NEW $50.00
743 PETROLEO BRASILEIRO S A 53.0 $994.0 NEW $18.75
744 ATLANTA BRAVES HLDGS INC 21.0 $991.0 NEW $47.19
745 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 50.0 $989.0 NEW $19.78 -18.4%
746 RBRK RUBRIK INC. Technology 20.0 $980.0 NEW $49.00 +43.3%
747 ZM ZOOM COMMUNICATIONS INC Technology 12.0 $965.0 NEW $80.42 +7.4%
748 GALAXY DIGITAL INC. 50.0 $923.0 NEW $18.46
749 NEWSMAX INC 175.0 $914.0 NEW $5.22
750 U UNITY SOFTWARE INC Technology 40.0 $878.0 NEW $21.95 +25.2%
751 DOCU DOCUSIGN INC Technology 18.0 $854.0 NEW $47.44 -8.4%
752 MX MAGNACHIP SEMICONDUCTOR CORP Technology 300.0 $840.0 NEW $2.80 +111.4%
753 STIP ISHARES TR 8.0 $828.0 NEW $103.50 -1.4%
754 VUZI VUZIX CORP Technology 350.0 $809.0 NEW $2.31 +43.2%
755 CSGP COSTAR GROUP INC Real Estate 20.0 $807.0 NEW $40.35 -25.4%
756 OWL BLUE OWL CAPITAL INC Financial Services 88.0 $804.0 NEW $9.14 +4.3%
757 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5.0 $766.0 NEW $153.20 -27.0%
758 SEDG SOLAREDGE TECHNOLOGIES INC Energy 15.0 $766.0 NEW $51.07 +13.7%
759 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 55.0 $765.0 NEW $13.91 +12.7%
760 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 20.0 $754.0 NEW $37.70 -14.1%
Page 38 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%