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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 17 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IBB ISHARES TR 2,126.0 $359K 0.01% $168.85 +2.8%
322 SHV ISHARES TR 3,250.0 $359K 0.01% $110.39 -0.1%
323 MEDP MEDPACE HLDGS INC Healthcare 745.0 $358K 0.01% $480.19 -4.2%
324 GPIX GOLDMAN SACHS ETF TR 7,070.0 $354K 0.01% +2K +53.7% $50.04 +10.9%
325 GM GENERAL MTRS CO Consumer Cyclical 4,726.0 $352K 0.01% +2K +51.7% $74.50 +6.4%
326 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 185.0 $349K 0.01% $1884.66 +9.9%
327 XOP SPDR SERIES TRUST 1,845.0 $335K 0.01% $181.83 -15.7%
328 RJF RAYMOND JAMES FINL INC Financial Services 2,313.0 $335K 0.01% -100.0 -4.1% $144.79 +7.6%
329 SMTI SANARA MEDTECH INC Healthcare 19,200.0 $330K 0.01% +8K +76.2% $17.18 +28.2%
330 WAB WABTEC Industrials 1,293.0 $323K 0.01% $249.91 +9.6%
331 QUAL ISHARES TR 1,681.0 $322K 0.01% +11.0 +0.7% $191.81 +12.6%
332 SPSM SPDR SERIES TRUST 6,668.0 $322K 0.01% $48.32 +15.6%
333 BLUE OWL CAPITAL CORPORATION 27,465.0 $310K 0.01% -315K -92.0% $11.29
334 VHT VANGUARD WORLD FD 1,126.0 $307K 0.01% -13.0 -1.1% $272.33 +3.0%
335 AXS AXIS CAP HLDGS LTD Financial Services 2,988.0 $303K 0.01% $101.41 -0.4%
336 BEP BROOKFIELD RENEWABLE ENERGY Utilities 9,262.0 $302K 0.01% $32.64 +8.0%
337 MCO MOODYS CORP Financial Services 687.0 $300K 0.01% $436.25 +3.3%
338 IXC ISHARES TR 5,100.0 $294K 0.01% $57.61 -13.5%
339 DOC HEALTHPEAK PROPERTIES INC Real Estate 17,875.0 $294K 0.01% $16.43 +19.1%
340 CSX CSX CORP Industrials 7,154.0 $294K 0.01% -268.0 -3.6% $41.05 +11.2%
Page 17 of 62  ·  1,238 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%