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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 41 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 HPQ HP INC Technology 794.0 $15K NEW $19.47 +20.7%
802 DLR DIGITAL RLTY TR INC Real Estate 85.0 $15K NEW $180.21 +4.4%
803 BBY BEST BUY INC Consumer Cyclical 235.0 $15K NEW $65.16 +14.7%
804 APLD APPLIED DIGITAL CORP Technology 632.0 $15K NEW $23.74 +96.2%
805 OLN OLIN CORP Basic Materials 500.0 $15K NEW $29.73 -26.0%
806 NOBL PROSHARES TR 139.0 $15K NEW $106.01 -48.2%
807 CRS CARPENTER TECHNOLOGY CORP Industrials 37.0 $15K NEW $394.16 +48.8%
808 MAIN MAIN STR CAP CORP Financial Services 275.0 $15K NEW $52.96 -3.8%
809 NGG NATIONAL GRID PLC Utilities 172.0 $15K NEW $84.60 -6.1%
810 ZG ZILLOW GROUP INC Communication Services 350.0 $14K NEW $41.39 -21.5%
811 ITT ITT INC Industrials 75.0 $14K NEW $190.92 +3.1%
812 SWK STANLEY BLACK & DECKER INC Industrials 200.0 $14K NEW $71.06 +22.1%
813 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 944.0 $14K NEW $15.05 +9.8%
814 CEFS EXCHANGE LISTED FDS TR 625.0 $14K NEW $22.55 +14.1%
815 XMHQ INVESCO EXCHANGE TRADED FD T 136.0 $14K NEW $103.38 +7.1%
816 INDA ISHARES TR 300.0 $14K NEW $46.84 +5.8%
817 LAMR LAMAR ADVERTISING CO Real Estate 110.0 $14K NEW $126.66 +18.1%
818 SAM BOSTON BEER INC Consumer Defensive 60.0 $14K NEW $230.40 -23.6%
819 CHTR CHARTER COMMUNICATIONS INC Communication Services 64.0 $14K NEW $215.89 -41.5%
820 IREN IREN LIMITED Financial Services 400.0 $14K NEW $34.28 +74.9%
Page 41 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%