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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 46 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 APOS APOLLO GLOBAL MGMT INC 85.0 $10K -120.0 -58.5% $118.32
902 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 750.0 $10K $13.28 -20.6%
903 ADSK AUTODESK INC Technology 51.0 $10K $194.43 +31.0%
904 OLN OLIN CORP Basic Materials 500.0 $10K $19.82 -11.6%
905 CSL CARLISLE COS INC Industrials 27.0 $10K $362.78 +0.8%
906 VEEV VEEVA SYS INC Healthcare 55.0 $10K $177.47 +37.9%
907 BWXT BWX TECHNOLOGIES INC Industrials 50.0 $10K $194.66 -21.3%
908 QDVO AMPLIFY ETF TR 325.0 $10K NEW $29.84 -0.7%
909 IAUI NEOS ETF TRUST 200.0 $10K $48.45 +8.5%
910 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 349.0 $10K +215.0 +160.4% $27.59 -1.0%
911 SOXL DIREXION SHARES ETF TRUST 36.0 $10K NEW $266.72 -56.3%
912 CSV CARRIAGE SVCS INC Consumer Cyclical 248.0 $10K $38.34 -9.3%
913 NMCO NUVEEN MUN CR OPPORTUNITIES Financial Services 865.0 $9K $10.96 -5.6%
914 RLTY COHEN & STEERS REAL ESTATE O Financial Services 600.0 $9K NEW $15.74 +0.1%
915 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 500.0 $9K NEW $18.73 +5.7%
916 QRVO QORVO INC Technology 100.0 $9K -46.0 -31.5% $93.27 +2.0%
917 PI IMPINJ INC Technology 65.0 $9K $143.23 +11.2%
918 IVT INVENTRUST PPTYS CORP Real Estate 257.0 $9K $35.65 -8.4%
919 KQQQ KURV ETF TR 300.0 $9K NEW $30.37 -6.8%
920 CHTR CHARTER COMMUNICATIONS INC Communication Services 64.0 $9K $142.22 +8.2%
Page 46 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%