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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 42 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CX CEMEX SA EURO MTN BE 144A Basic Materials 15.0 $172.0 NEW $11.47 +11.0%
822 AP AMPCO-PITTSBURG CORP Industrials 25.0 $168.0 NEW $6.72 +60.7%
823 WPP WPP PLC NEW Communication Services 10.0 $156.0 NEW $15.60 +15.2%
824 TDC TERADATA CORP DEL Technology 6.0 $154.0 NEW $25.67 +20.3%
825 UPST UPSTART HLDGS INC Financial Services 6.0 $154.0 NEW $25.67 +26.4%
826 BMVP INVESCO EXCHANGE TRADED FD T 3.0 $150.0 NEW $50.00 +2.3%
827 NATL NCR ATLEOS CORPORATION Technology 3.0 $131.0 NEW $43.67 -0.1%
828 OPK OPKO HEALTH INC Healthcare 100.0 $114.0 NEW $1.14 +24.6%
829 CHARGEPOINT HOLDINGS INC 23.0 $112.0 NEW $4.87
830 ANTERIS TECHNOLOGIES GLOBAL 20.0 $111.0 NEW $5.55
831 INV INNVENTURE INC Financial Services 26.0 $102.0 NEW $3.92 +69.0%
832 GAMESTOP CORP 4.0 $93.0 NEW $23.25
833 DX DYNEX CAP INC Real Estate $85.0 NEW
834 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 40.0 $76.0 NEW $1.90 +124.2%
835 LUV SOUTHWEST AIRLS CO Industrials 2.0 $76.0 NEW $38.00 +26.2%
836 OTLY OATLY GROUP AB Consumer Defensive 5.0 $51.0 NEW $10.20 -19.0%
837 NNOX NANO X IMAGING LTD Healthcare 20.0 $46.0 NEW $2.30 -27.4%
838 EVGO EVGO INC Consumer Cyclical 22.0 $38.0 NEW $1.73 +12.3%
839 VYX NCR VOYIX CORPORATION Technology 6.0 $38.0 NEW $6.33 +18.3%
840 YALA YALLA GROUP LTD Technology 5.0 $32.0 NEW $6.40 -17.5%
Page 42 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%