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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 55 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 ACMR ACM RESH INC Technology 50.0 $2K NEW $39.36 +179.1%
1082 BLOX TIDAL TRUST II 150.0 $2K NEW $12.95 +34.5%
1083 CUSHMAN AND WAKEFIELD LTD 158.0 $2K NEW $12.27
1084 AUB ATLANTIC UN BANKSHARES CORP Financial Services 54.0 $2K NEW $35.74 +9.6%
1085 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 200.0 $2K NEW $9.52 -5.6%
1086 LMND LEMONADE INC Financial Services 30.0 $2K NEW $62.70 -6.2%
1087 UUUU ENERGY FUELS INC Energy 100.0 $2K NEW $18.25 -9.3%
1088 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 84.0 $2K NEW $21.67 +13.0%
1089 FLAGSTAR BANK NATIONAL ASSOC 137.0 $2K NEW $13.18
1090 AQN ALGONQUIN POWER & UTILITIES Utilities 290.0 $2K NEW $6.21 -5.1%
1091 HMC HONDA MOTOR CO LTD Consumer Cyclical 74.0 $2K NEW $24.31 +8.0%
1092 LEU CENTRUS ENERGY CORP Energy 10.0 $2K NEW $173.60 +10.2%
1093 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 300.0 $2K NEW $5.76 -3.8%
1094 MPT MEDICAL PROPERTIES TRUST INC Financial Services 361.0 $2K NEW $4.72 -4.0%
1095 KNTK KINETIK HOLDINGS INC Energy 35.0 $2K NEW $48.43 -3.9%
1096 URBN URBAN OUTFITTERS INC Consumer Cyclical 25.0 $2K NEW $63.36 +20.6%
1097 ETHA ISHARES ETHEREUM TR Financial Services 100.0 $2K NEW $15.83 -18.6%
1098 AIG AMERICAN INTL GROUP INC Financial Services 21.0 $2K NEW $75.10 -1.4%
1099 CXDO CREXENDO INC Communication Services 250.0 $2K NEW $6.17 +14.4%
1100 MTCH MATCH GROUP INC NEW Communication Services 50.0 $2K NEW $30.72 +15.4%
Page 55 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%