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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 44 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 SPRU SPRUCE POWER HOLDING CORP Energy 5,000.0 $13K $2.58 -22.5%
862 DTE DTE ENERGY CO Utilities 84.0 $13K $153.54 -10.3%
863 LITE LUMENTUM HLDGS INC Technology 15.0 $13K $858.07 +9.4%
864 WEYS WEYCO GROUP INC Consumer Cyclical 325.0 $13K $39.33 +15.0%
865 CC CHEMOURS CO Basic Materials 621.0 $13K $20.52 -23.1%
866 IWN ISHARES TR 57.0 $13K $221.21 +1.4%
867 ABEV AMBEV SA Consumer Defensive 4,000.0 $13K -151.0 -3.6% $3.15 -7.9%
868 CRWV COREWEAVE INC Technology 125.0 $12K $99.54 -11.6%
869 HYD VANECK ETF TRUST 240.0 $12K NEW $51.51 -2.4%
870 DDOG DATADOG INC Technology 47.0 $12K NEW $260.36 -12.6%
871 EXPD EXPEDITORS INTL WASH INC Industrials 75.0 $12K $162.99 +16.7%
872 PTY PIMCO CORPORATE & INCOME OPP Financial Services 1,000.0 $12K +975.0 +3900.0% $12.15 -3.2%
873 PBP INVESCO EXCHANGE TRADED FD T 525.0 $12K $22.90 +1.3%
874 FTV FORTIVE CORP Technology 192.0 $12K $61.15 -1.5%
875 BLDP BALLARD PWR SYS INC NEW Industrials 3,007.0 $12K $3.89 -41.1%
876 DG DOLLAR GEN CORP Consumer Defensive 100.0 $12K $115.11 +6.7%
877 KSLV KURV ETF TR 450.0 $11K +325.0 +260.0% $25.30 +10.7%
878 AGCO AGCO CORP Industrials 94.0 $11K $119.70 -6.8%
879 SMR NUSCALE PWR CORP Utilities 1,119.0 $11K $10.03 -7.5%
880 PAVE GLOBAL X FDS 189.0 $11K +139.0 +278.0% $59.03 -4.8%
Page 44 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%