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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 40 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 TMC TMC THE METALS COMPANY INC Basic Materials 100.0 $467.0 NEW $4.67 +9.9%
782 GALT GALECTIN THERAPEUTICS INC Healthcare 167.0 $466.0 NEW $2.79 +1.4%
783 FLNA FILANA THERAPEUTICS INC Healthcare 275.0 $465.0 NEW $1.69 -27.8%
784 UNIT UNITI GROUP LLC Real Estate 49.0 $460.0 NEW $9.39 +24.0%
785 NICE NICE LTD Technology 4.0 $442.0 NEW $110.50 -23.4%
786 ALMS ALUMIS INC Healthcare 20.0 $441.0 NEW $22.05 +6.2%
787 LKQ LKQ CORP Consumer Cyclical 15.0 $441.0 NEW $29.40 -12.2%
788 FVRR FIVERR INTL LTD Communication Services 44.0 $441.0 NEW $10.02 +3.6%
789 MTW MANITOWOC CO INC Industrials 37.0 $432.0 NEW $11.68 +12.8%
790 AXON AXON ENTERPRISE INC Industrials 1.0 $425.0 NEW $425.00 -0.4%
791 LCID LUCID GROUP INC Consumer Cyclical 44.0 $420.0 NEW $9.55 -43.8%
792 GRAL GRAIL INC Healthcare 8.0 $414.0 NEW $51.75 +23.2%
793 PHG KONINKLIJKE PHILIPS N V Healthcare 15.0 $411.0 NEW $27.40 -2.3%
794 NOK NOKIA CORP Technology 50.0 $402.0 NEW $8.04 +67.8%
795 RMR RMR GROUP INC Real Estate 25.0 $390.0 NEW $15.60 +31.1%
796 GRFS GRIFOLS S A Healthcare 47.0 $377.0 NEW $8.02 -7.7%
797 BBIO BRIDGEBIO PHARMA INC Healthcare 5.0 $372.0 NEW $74.40 -10.9%
798 FMS FRESENIUS MEDICAL CARE AG Healthcare 16.0 $361.0 NEW $22.56 +4.6%
799 AMERICA MOVIL SAB DE CV 14.0 $357.0 NEW $25.50
800 BSET BASSETT FURNITURE INDS INC Consumer Cyclical 25.0 $354.0 NEW $14.16 +10.5%
Page 40 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%