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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 45 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 EPAM EPAM SYS INC Technology 137.0 $11K $79.35 +37.8%
882 CALUMET INC 300.0 $11K $36.02
883 CNOB CONNECTONE BANCORP INC Financial Services 323.0 $11K $33.44 -4.4%
884 VIAV VIAVI SOLUTIONS INC Technology 225.0 $11K $47.75 -18.8%
885 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 400.0 $11K $26.85 -8.3%
886 PPT PUTNAM PREMIER INCOME TR Financial Services 3,077.0 $11K $3.49 -1.4%
887 ENR ENERGIZER HLDGS INC Industrials 500.0 $11K $21.44 +2.5%
888 LFGY TIDAL TRUST II 500.0 $11K $21.29 -5.3%
889 SAM BOSTON BEER INC Consumer Defensive 60.0 $11K $177.03 +4.8%
890 DGRW WISDOMTREE TR 110.0 $11K -15.0 -12.0% $95.63 +3.8%
891 SPDW SPDR INDEX SHS FDS 207.0 $10K $50.39 +3.4%
892 EQIX EQUINIX INC Real Estate 10.0 $10K $1042.40 +3.6%
893 TRIP TRIPADVISOR INC Consumer Cyclical 749.0 $10K $13.71 -28.0%
894 COIN COINBASE GLOBAL INC Financial Services 70.0 $10K $146.20 +24.3%
895 QBTS D-WAVE QUANTUM INC Technology 425.0 $10K +375.0 +750.0% $23.99 -27.0%
896 LADR LADDER CAP CORP Real Estate 1,000.0 $10K $10.18 -3.1%
897 XLB SELECT SECTOR SPDR TR 200.0 $10K $50.83 +5.6%
898 IGM ISHARES TR 62.0 $10K $163.58 -3.0%
899 WAT WATERS CORP Healthcare 27.0 $10K $375.07 +10.4%
900 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 195.0 $10K $51.60 +3.8%
Page 45 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%