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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 41 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 TTD THE TRADE DESK INC Technology 890.0 $16K +50.0 +6.0% $18.08 -25.3%
802 CEFS EXCHANGE LISTED FDS TR 625.0 $16K $25.64 -1.2%
803 DVA DAVITA INC Healthcare 72.0 $16K $222.49 -19.5%
804 IYRI NEOS ETF TRUST 325.0 $16K +175.0 +116.7% $49.11 +0.2%
805 XRAY DENTSPLY SIRONA INC Healthcare 1,500.0 $16K $10.61 +4.2%
806 BBAI BIGBEAR AI HLDGS INC Technology 4,306.0 $16K +2K +69.9% $3.67 -13.1%
807 SKT TANGER INC Real Estate 400.0 $16K $39.47 -4.4%
808 USIG ISHARES TR 307.0 $16K $51.29 -1.5%
809 ATKR ATKORE INC Industrials 207.0 $16K $76.04 +23.2%
810 SF STIFEL FINL CORP Financial Services 225.0 $16K $69.77 +15.5%
811 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 787.0 $16K $19.89 +12.7%
812 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 300.0 $16K $52.17 -11.8%
813 UAL UNITED AIRLS HLDGS INC Industrials 115.0 $16K $135.99 -16.2%
814 NOBL PROSHARES TR 278.0 $16K +139.0 +100.0% $56.16 +4.2%
815 COMT ISHARES U S ETF TR 511.0 $16K $30.37 +13.2%
816 RGTI RIGETTI COMPUTING INC Technology 800.0 $15K +450.0 +128.6% $19.32 -14.7%
817 SNY SANOFI SA Healthcare 362.0 $15K -15.0 -4.0% $42.66 +5.4%
818 XMHQ INVESCO EXCHANGE TRADED FD T 136.0 $15K $112.88 +6.0%
819 CXT CRANE NXT CO Industrials 300.0 $15K $51.16 -1.6%
820 DLR DIGITAL RLTY TR INC Real Estate 85.0 $15K $179.59 +7.2%
Page 41 of 63  ·  1,244 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%