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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 11 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MAA MID-AMER APT CMNTYS INC Real Estate 65.0 $9K -25.0 -27.8% $138.95 -5.0%
202 ZG ZILLOW GROUP INC 250.0 $8K -100.0 -28.6% $31.37
203 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 100.0 $7K -12.0 -10.7% $73.16 +11.5%
204 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 200.0 $7K -100.0 -33.3% $35.22 +4.0%
205 OHI OMEGA HEALTHCARE INVS INC Real Estate 131.0 $6K -131.0 -50.0% $47.69 -1.5%
206 PPTA PERPETUA RESOURCES CORP Basic Materials 300.0 $6K -4K -93.5% $20.76 +30.2%
207 DRI DARDEN RESTAURANTS INC Consumer Cyclical 30.0 $6K -12.0 -28.6% $206.03 +7.0%
208 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 591.0 $6K -190.0 -24.3% $9.91 -23.9%
209 IREN IREN LIMITED Financial Services 100.0 $5K -300.0 -75.0% $45.73 -7.7%
210 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 231.0 $4K -26.0 -10.1% $17.41 +16.5%
211 SNAP SNAP INC Communication Services 750.0 $3K -7K -90.0% $4.44 +33.4%
212 NE NOBLE CORP PLC Energy 85.0 $3K -750.0 -89.8% $37.31 +22.9%
213 WDS WOODSIDE ENERGY GROUP LTD Energy 159.0 $3K -72.0 -31.2% $19.32 +18.3%
214 OLED UNIVERSAL DISPLAY CORP Technology 35.0 $3K -50.0 -58.8% $87.20 +2.5%
215 REZI RESIDEO TECHNOLOGIES INC Industrials 87.0 $3K -1.0 -1.1% $31.10 -35.9%
216 NBTB NBT BANCORP INC Financial Services 40.0 $2K -24.0 -37.5% $49.38 +4.1%
217 HMC HONDA MOTOR CO LTD Consumer Cyclical 64.0 $2K -10.0 -13.5% $27.12 +17.2%
218 IP INTERNATIONAL PAPER CO Consumer Cyclical 10.0 $381.0 -205.0 -95.3% $38.10 +7.6%
219 NOK NOKIA CORP Technology 25.0 $332.0 -25.0 -50.0% $13.28 -22.1%
220 LCID LUCID GROUP INC Consumer Cyclical 42.0 $281.0 -2.0 -4.5% $6.69 -21.4%
Page 11 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%