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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 59 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 ENPH ENPHASE ENERGY INC Energy 15.0 $568.0 NEW $37.87 +38.1%
1162 CEG CONSTELLATION ENERGY CORP Utilities 2.0 $559.0 NEW $279.50 -1.9%
1163 VGLT VANGUARD SCOTTSDALE FDS 10.0 $554.0 NEW $55.40 -0.2%
1164 OUSTER INC 30.0 $552.0 NEW $18.40
1165 RUN SUNRUN INC Energy 40.0 $543.0 NEW $13.57 -0.4%
1166 VOD VODAFONE GROUP PLC Communication Services 36.0 $541.0 NEW $15.03 -4.8%
1167 CRON CRONOS GROUP INC Healthcare 200.0 $502.0 NEW $2.51 +8.0%
1168 EVRG EVERGY INC Utilities 6.0 $492.0 NEW $82.00 +0.6%
1169 TMC TMC THE METALS COMPANY INC Basic Materials 100.0 $467.0 NEW $4.67 +9.9%
1170 GALT GALECTIN THERAPEUTICS INC Healthcare 167.0 $466.0 NEW $2.79 +1.4%
1171 FLNA FILANA THERAPEUTICS INC Healthcare 275.0 $465.0 NEW $1.69 -27.8%
1172 UNIT UNITI GROUP LLC Real Estate 49.0 $460.0 NEW $9.39 +24.0%
1173 NICE NICE LTD Technology 4.0 $442.0 NEW $110.50 -23.4%
1174 ALMS ALUMIS INC Healthcare 20.0 $441.0 NEW $22.05 +6.2%
1175 LKQ LKQ CORP Consumer Cyclical 15.0 $441.0 NEW $29.40 -12.2%
1176 FVRR FIVERR INTL LTD Communication Services 44.0 $441.0 NEW $10.02 +3.6%
1177 MTW MANITOWOC CO INC Industrials 37.0 $432.0 NEW $11.68 +12.8%
1178 AXON AXON ENTERPRISE INC Industrials 1.0 $425.0 NEW $425.00 -0.4%
1179 LCID LUCID GROUP INC Consumer Cyclical 44.0 $420.0 NEW $9.55 -43.8%
1180 GRAL GRAIL INC Healthcare 8.0 $414.0 NEW $51.75 +23.2%
Page 59 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%