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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
Q2 2026 Q1 2026 · All 850 New 106 Added 110 Reduced
Page 44 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 DVA DAVITA INC Healthcare 72.0 $11K NEW $153.69 +16.4%
862 VFMO VANGUARD WELLINGTON FD 56.0 $11K NEW $197.11 +18.0%
863 MAA MID-AMER APT CMNTYS INC Real Estate 90.0 $11K NEW $122.12 +5.4%
864 DGRW WISDOMTREE TR 125.0 $11K NEW $87.84 +13.5%
865 PPT PUTNAM PREMIER INCOME TR Financial Services 3,077.0 $11K NEW $3.55 -2.8%
866 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 195.0 $11K NEW $55.90 -4.7%
867 AGCO AGCO CORP Industrials 94.0 $11K NEW $115.87 -4.3%
868 UBS UBS GROUP AG Financial Services 277.0 $11K NEW $39.07 +39.1%
869 IWN ISHARES TR 57.0 $11K NEW $189.60 +18.5%
870 CHWY CHEWY INC Consumer Cyclical 400.0 $11K NEW $27.00 -15.6%
871 CALUMET INC 300.0 $11K NEW $35.90
872 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 500.0 $11K NEW $21.53 +33.2%
873 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 750.0 $11K NEW $14.35 -28.9%
874 EXPD EXPEDITORS INTL WASH INC Industrials 75.0 $11K NEW $143.24 +33.2%
875 EXEL EXELIXIS INC Healthcare 250.0 $11K NEW $42.89 +28.8%
876 FTV FORTIVE CORP Technology 192.0 $11K NEW $55.28 +8.4%
877 UAL UNITED AIRLS HLDGS INC Industrials 115.0 $11K NEW $92.08 +22.1%
878 LITE LUMENTUM HLDGS INC Technology 15.0 $11K NEW $702.80 +36.0%
879 WEYS WEYCO GROUP INC Consumer Cyclical 325.0 $10K NEW $32.05 +39.9%
880 BWXT BWX TECHNOLOGIES INC Industrials 50.0 $10K NEW $204.50 -23.8%
Page 44 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 35.7%
Consumer Cyclical 19.6%
Healthcare 10.3%
Financial Services 10.0%
Industrials 6.7%
Communication Services 6.2%
Consumer Defensive 5.6%
Energy 2.8%
Basic Materials 1.7%
Utilities 0.9%