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Portfolio (Quarterly) Guide ↗

SALEM INVESTMENT COUNSELORS INC

· CIK 0000884423
13F Portfolio $4.0B AUM 1,244 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 64 New 174 Added 223 Reduced 57 Exited
Page 10 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WSM WILLIAMS SONOMA INC Consumer Cyclical 115.0 $27K 0.00% -35.0 -23.3% $233.10 +0.6%
182 SKEENA RES LTD NEW 1,000.0 $27K 0.00% -5K -82.7% $26.66
183 SYF SYNCHRONY FINANCIAL Financial Services 316.0 $24K 0.00% -315.0 -49.9% $76.05 +6.2%
184 HTGC HERCULES CAPITAL INC Financial Services 1,500.0 $24K 0.00% -35.0 -2.3% $15.77 +11.5%
185 BP BP PLC Energy 636.0 $24K 0.00% -84.0 -11.7% $36.97 +15.9%
186 APLD APPLIED DIGITAL CORP Technology 607.0 $23K 0.00% -25.0 -4.0% $37.30 -22.7%
187 SSNC SS&C TECH HLDGS Technology 355.0 $22K 0.00% -45.0 -11.2% $62.05 +33.7%
188 URNM SPROTT FDS TR 400.0 $21K 0.00% -350.0 -46.7% $52.59 +16.2%
189 NOV NOV INC Energy 950.0 $18K -250.0 -20.8% $18.55 +7.5%
190 SNY SANOFI SA Healthcare 362.0 $15K -15.0 -4.0% $42.66 +7.9%
191 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 845.0 $15K -99.0 -10.5% $17.35 -3.5%
192 NGG NATIONAL GRID PLC Utilities 168.0 $14K -4.0 -2.3% $82.88 -2.1%
193 HIMS HIMS & HERS HEALTH INC Healthcare 400.0 $14K -625.0 -61.0% $34.67 -8.4%
194 UBS UBS GROUP AG Financial Services 270.0 $13K -7.0 -2.5% $49.56 +9.4%
195 SOFI SOFI TECHNOLOGIES INC Financial Services 744.0 $13K -35.0 -4.5% $17.93 +6.0%
196 ICLN ISHARES TR 649.0 $13K -100.0 -13.3% $20.49 -13.9%
197 ABEV AMBEV SA Consumer Defensive 4,000.0 $13K -151.0 -3.6% $3.15 -7.0%
198 DGRW WISDOMTREE TR 110.0 $11K -15.0 -12.0% $95.63 +4.0%
199 APOS APOLLO GLOBAL MGMT INC 85.0 $10K -120.0 -58.5% $118.32
200 QRVO QORVO INC Technology 100.0 $9K -46.0 -31.5% $93.27 +1.1%
Page 10 of 12  ·  223 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 43.4%
Consumer Cyclical 16.7%
Healthcare 9.5%
Financial Services 9.1%
Industrials 6.2%
Communication Services 5.7%
Consumer Defensive 4.5%
Energy 2.1%
Basic Materials 1.5%
Utilities 0.8%