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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 53 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 KDP KEURIG DR PEPPER INC Consumer Defensive 109.0 $3K NEW $26.57 +15.8%
1042 FOUR SHIFT4 PMTS INC Technology 66.0 $3K NEW $43.74 -9.9%
1043 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 41.0 $3K NEW $69.39 +16.4%
1044 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 374.0 $3K NEW $7.60 +2.8%
1045 DFTX DEFINIUM THERAPEUTICS INC Healthcare 150.0 $3K NEW $18.90 +29.5%
1046 MLPI NEOS ETF TRUST 50.0 $3K NEW $56.64 -4.2%
1047 QTUM ETF SER SOLUTIONS 26.0 $3K NEW $107.31 +56.5%
1048 UMAC UNUSUAL MACHS INC Financial Services 225.0 $3K NEW $12.40 +101.5%
1049 APP APPLOVIN CORP Technology 7.0 $3K NEW $398.00 +18.0%
1050 TAN INVESCO EXCH TRADED FD TR II 50.0 $3K NEW $55.72 +8.7%
1051 MKC MCCORMICK & CO INC Consumer Defensive 55.0 $3K NEW $50.45 -7.6%
1052 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 250.0 $3K NEW $11.02 -2.7%
1053 FNDE SCHWAB STRATEGIC TR 72.0 $3K NEW $38.26 +7.0%
1054 NBTB NBT BANCORP INC Financial Services 64.0 $3K NEW $42.59 +9.6%
1055 RYANAIR HOLDINGS PLC 47.0 $3K NEW $57.81
1056 CIBR FIRST TR EXCHANGE-TRADED FD 43.0 $3K NEW $62.70 +34.8%
1057 MDB MONGODB INC Technology 11.0 $3K NEW $244.82 +35.9%
1058 RALLIANT CORP 64.0 $3K NEW $41.59
1059 PKST PEAKSTONE REALTY TRUST Real Estate 124.0 $3K NEW $20.90 +0.5%
1060 S SENTINELONE INC Technology 200.0 $3K NEW $12.88 +16.6%
Page 53 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%