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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 58 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 STIP ISHARES TR 8.0 $828.0 NEW $103.50 -1.4%
1142 VUZI VUZIX CORP Technology 350.0 $809.0 NEW $2.31 +43.2%
1143 CSGP COSTAR GROUP INC Real Estate 20.0 $807.0 NEW $40.35 -25.4%
1144 OWL BLUE OWL CAPITAL INC Financial Services 88.0 $804.0 NEW $9.14 +4.3%
1145 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5.0 $766.0 NEW $153.20 -27.0%
1146 SEDG SOLAREDGE TECHNOLOGIES INC Energy 15.0 $766.0 NEW $51.07 +13.7%
1147 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 55.0 $765.0 NEW $13.91 +12.7%
1148 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 20.0 $754.0 NEW $37.70 -14.1%
1149 SE SEA LTD Consumer Cyclical 9.0 $746.0 NEW $82.89 +10.1%
1150 VRSN VERISIGN INC Technology 3.0 $746.0 NEW $248.67 +6.4%
1151 AA ALCOA CORP Basic Materials 11.0 $730.0 NEW $66.36 -10.5%
1152 QBTS D-WAVE QUANTUM INC Technology 50.0 $722.0 NEW $14.44 +71.0%
1153 TPR TAPESTRY INC Consumer Cyclical 5.0 $706.0 NEW $141.20 +1.6%
1154 AXR AMREP CORP Real Estate 25.0 $704.0 NEW $28.16 -11.6%
1155 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 38.0 $704.0 NEW $18.53 -15.6%
1156 SIRI SIRIUSXM HOLDINGS INC Communication Services 30.0 $693.0 NEW $23.10 +21.3%
1157 SONO SONOS INC Technology 50.0 $670.0 NEW $13.40 +9.6%
1158 SOUTH BOW CORP 19.0 $643.0 NEW $33.84
1159 STM STMICROELECTRONICS N V Technology 18.0 $622.0 NEW $34.56 +126.9%
1160 CUZ COUSINS PPTYS INC Real Estate 26.0 $587.0 NEW $22.58 +25.3%
Page 58 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%