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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 43 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ATKR ATKORE INC Industrials 207.0 $12K NEW $58.91 +37.8%
842 CXT CRANE NXT CO Industrials 300.0 $12K NEW $40.59 +15.6%
843 SMR NUSCALE PWR CORP Utilities 1,119.0 $12K NEW $10.84 +8.3%
844 ABEV AMBEV SA Consumer Defensive 4,151.0 $12K NEW $2.92 +6.8%
845 VFH VANGUARD WORLD FD 100.0 $12K NEW $120.81 +8.8%
846 ILCV ISHARES TR 129.0 $12K NEW $93.15 +8.5%
847 ONESTREAM INC 500.0 $12K NEW $24.00
848 CNC CENTENE CORP DEL Healthcare 364.0 $12K NEW $32.74 +86.4%
849 DG DOLLAR GEN CORP Consumer Defensive 100.0 $12K NEW $118.73 -4.4%
850 BXP BXP INC Real Estate 225.0 $12K NEW $52.60 +23.0%
851 IWO ISHARES TR 37.0 $12K NEW $313.81 +24.0%
852 PBP INVESCO EXCHANGE TRADED FD T 525.0 $12K NEW $21.99 +4.4%
853 OHI OMEGA HEALTHCARE INVS INC Real Estate 262.0 $11K NEW $43.82 +1.6%
854 IONQ IONQ INC Technology 395.0 $11K NEW $28.83 +96.1%
855 IAUI NEOS ETF TRUST 200.0 $11K NEW $56.87 -10.5%
856 USAR USA RARE EARTH INC Basic Materials 750.0 $11K NEW $15.14 +62.8%
857 CSV CARRIAGE SVCS INC Consumer Cyclical 248.0 $11K NEW $45.66 -16.4%
858 QRVO QORVO INC Technology 146.0 $11K NEW $77.40 +27.2%
859 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 300.0 $11K NEW $37.44 -4.0%
860 SNOW SNOWFLAKE INC Technology 74.0 $11K NEW $150.82 +54.0%
Page 43 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%