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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 24 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SHOP SHOPIFY INC Technology 974.0 $116K 0.00% NEW $118.62 -8.2%
462 MSI MOTOROLA SOLUTIONS INC Technology 265.0 $115K 0.00% NEW $435.12 -9.2%
463 QYLD GLOBAL X FDS 6,700.0 $115K 0.00% NEW $17.15 +8.0%
464 QQQM INVESCO EXCH TRADED FD TR II 482.0 $115K 0.00% -453.0 -48.5% $237.62 +28.2%
465 SOXX ISHARES TR 348.0 $114K 0.00% NEW $328.66 +94.6%
466 AKAM AKAMAI TECHNOLOGIES INC Technology 994.0 $114K 0.00% NEW $114.85 +8.8%
467 MET METLIFE INC Financial Services 1,603.0 $113K 0.00% NEW $70.72 +21.0%
468 SWKS SKYWORKS SOLUTIONS INC Technology 2,100.0 $112K 0.00% NEW $53.55 +35.3%
469 CDNS CADENCE DESIGN SYSTEM INC Technology 404.0 $112K 0.00% NEW $277.87 +39.4%
470 HIW HIGHWOODS PPTYS INC Real Estate 5,176.0 $111K 0.00% NEW $21.41 +36.8%
471 MLI MUELLER INDS INC Industrials 1,000.0 $111K 0.00% NEW $110.80 +24.0%
472 EMQQ EXCHANGE TRADED CONCEPTS TRU 3,299.0 $109K 0.00% NEW $33.08 -4.4%
473 DHR DANAHER CORP DEL Healthcare 572.0 $109K 0.00% NEW $189.75 -6.6%
474 IYH ISHARES TR 1,750.0 $108K 0.00% NEW $61.64 +1.7%
475 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1,200.0 $108K 0.00% NEW $89.83 -1.7%
476 NFG NATIONAL FUEL GAS CO Energy 1,100.0 $104K 0.00% NEW $94.50 -19.7%
477 BIIB BIOGEN INC Healthcare 566.0 $104K 0.00% NEW $183.33 +7.2%
478 DECK DECKERS OUTDOOR CORP Consumer Cyclical 1,032.0 $103K 0.00% NEW $100.09 +9.0%
479 AEE AMEREN CORP Utilities 931.0 $102K 0.00% NEW $109.92 -1.1%
480 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 2,616.0 $102K 0.00% NEW $38.97 +8.8%
Page 24 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%