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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 4 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HSY HERSHEY CO Consumer Defensive 645.0 $134K 0.00% NEW $207.89 -17.0%
62 GSK GSK PLC Healthcare 2,356.0 $131K 0.00% NEW $55.69 -9.0%
63 IXJ ISHARES TR 1,400.0 $131K 0.00% NEW $93.54 -0.6%
64 PPTA PERPETUA RESOURCES CORP Basic Materials 4,600.0 $129K 0.00% NEW $28.12 -13.5%
65 GXC SPDR INDEX SHS FDS 1,384.0 $129K 0.00% NEW $93.12 -3.5%
66 ALB ALBEMARLE CORP Basic Materials 715.0 $129K 0.00% NEW $179.94 -10.9%
67 RSG REPUBLIC SVCS INC Industrials 587.0 $129K 0.00% NEW $219.02 -6.4%
68 CAH CARDINAL HEALTH INC Healthcare 600.0 $127K 0.00% NEW $211.31 +5.0%
69 PCAR PACCAR INC Industrials 1,095.0 $126K 0.00% NEW $115.50 +3.0%
70 IJS ISHARES TR 1,057.0 $125K 0.00% NEW $118.45 +12.6%
71 ANET ARISTA NETWORKS INC Technology 1,019.0 $125K 0.00% NEW $122.78 +38.2%
72 ITA ISHARES TR 565.0 $124K 0.00% NEW $218.75 +9.3%
73 TER TERADYNE INC Technology 410.0 $122K 0.00% NEW $296.46 +47.7%
74 WMB WILLIAMS COS INC Energy 1,666.0 $121K 0.00% NEW $72.78 +0.5%
75 TIP ISHARES TR 1,085.0 $120K 0.00% NEW $110.36 -0.9%
76 KTB KONTOOR BRANDS INC Consumer Cyclical 1,700.0 $119K 0.00% NEW $70.29 +11.2%
77 IYW ISHARES TR 650.0 $118K 0.00% NEW $181.42 +39.8%
78 IJK ISHARES TR 1,167.0 $117K 0.00% NEW $100.62 +14.9%
79 XYLD GLOBAL X FDS 3,000.0 $117K 0.00% NEW $39.13 +4.7%
80 MGA MAGNA INTL INC Consumer Cyclical 2,100.0 $117K 0.00% NEW $55.81 +17.1%
Page 4 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%