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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 39 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SE SEA LTD Consumer Cyclical 9.0 $746.0 NEW $82.89 +10.1%
762 VRSN VERISIGN INC Technology 3.0 $746.0 NEW $248.67 +6.4%
763 AA ALCOA CORP Basic Materials 11.0 $730.0 NEW $66.36 -10.5%
764 QBTS D-WAVE QUANTUM INC Technology 50.0 $722.0 NEW $14.44 +71.0%
765 TPR TAPESTRY INC Consumer Cyclical 5.0 $706.0 NEW $141.20 +1.6%
766 AXR AMREP CORP Real Estate 25.0 $704.0 NEW $28.16 -11.6%
767 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 38.0 $704.0 NEW $18.53 -15.6%
768 SIRI SIRIUSXM HOLDINGS INC Communication Services 30.0 $693.0 NEW $23.10 +21.3%
769 SONO SONOS INC Technology 50.0 $670.0 NEW $13.40 +9.6%
770 SOUTH BOW CORP 19.0 $643.0 NEW $33.84
771 STM STMICROELECTRONICS N V Technology 18.0 $622.0 NEW $34.56 +126.9%
772 CUZ COUSINS PPTYS INC Real Estate 26.0 $587.0 NEW $22.58 +25.3%
773 ENPH ENPHASE ENERGY INC Energy 15.0 $568.0 NEW $37.87 +38.1%
774 CEG CONSTELLATION ENERGY CORP Utilities 2.0 $559.0 NEW $279.50 -1.9%
775 VGLT VANGUARD SCOTTSDALE FDS 10.0 $554.0 NEW $55.40 -0.2%
776 OUSTER INC 30.0 $552.0 NEW $18.40
777 RUN SUNRUN INC Energy 40.0 $543.0 NEW $13.57 -0.4%
778 VOD VODAFONE GROUP PLC Communication Services 36.0 $541.0 NEW $15.03 -4.8%
779 CRON CRONOS GROUP INC Healthcare 200.0 $502.0 NEW $2.51 +8.0%
780 EVRG EVERGY INC Utilities 6.0 $492.0 NEW $82.00 +0.6%
Page 39 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%