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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 48 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 1,000.0 $7K NEW $6.63 -6.6%
942 OVV OVINTIV INC Energy 111.0 $7K NEW $59.36 -11.7%
943 ITIC INVESTORS TITLE CO NC Financial Services 30.0 $7K NEW $217.37 +18.9%
944 RXRX RECURSION PHARMACEUTICALS IN Healthcare 2,120.0 $7K NEW $3.07 +5.2%
945 IEUR ISHARES TR 90.0 $6K NEW $70.28 +6.3%
946 YETI YETI HLDGS INC Consumer Cyclical 171.0 $6K NEW $36.59 +33.8%
947 TRP TC ENERGY CORP Energy 97.0 $6K NEW $63.24 +7.1%
948 B BARRICK MNG CORP Basic Materials 150.0 $6K NEW $40.79 -1.1%
949 RBLX ROBLOX CORP Technology 106.0 $6K NEW $56.57 -8.9%
950 PLD PROLOGIS INC. Real Estate 45.0 $6K NEW $132.20 +6.3%
951 EZU ISHARES INC 93.0 $6K NEW $62.65 +10.6%
952 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 110.0 $6K NEW $52.83 -7.6%
953 REMX VANECK ETF TRUST 66.0 $6K NEW $88.00 +8.6%
954 TMUS T-MOBILE US INC Communication Services 27.0 $6K NEW $210.04 -13.5%
955 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 263.0 $6K NEW $21.45 +33.1%
956 IWC ISHARES TR 35.0 $6K NEW $159.63 +20.4%
957 WDS WOODSIDE ENERGY GROUP LTD Energy 231.0 $6K NEW $23.88 -16.0%
958 GRAB GRAB HOLDINGS LIMITED Technology 1,500.0 $5K NEW $3.66 -2.5%
959 SEM SELECT MED HLDGS CORP Healthcare 327.0 $5K NEW $16.29 +1.5%
960 PLUG PLUG PWR INC Industrials 2,298.0 $5K NEW $2.26 +26.1%
Page 48 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%