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Portfolio (Quarterly) Guide ↗

SALEM INVESTMENT COUNSELORS INC

· CIK 0000884423
13F Portfolio $4.0B AUM 1,244 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 64 New 174 Added 223 Reduced 57 Exited
Page 59 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 STIP ISHARES TR 8.0 $818.0 $102.25 -1.3%
1162 DOCU DOCUSIGN INC Technology 18.0 $800.0 $44.44 +33.5%
1163 CUZ COUSINS PPTYS INC Real Estate 26.0 $780.0 $30.00 -1.3%
1164 GALT GALECTIN THERAPEUTICS INC Healthcare 167.0 $775.0 $4.64 -10.6%
1165 VRSN VERISIGN INC Technology 3.0 $755.0 $251.67 +16.4%
1166 ENPH ENPHASE ENERGY INC Energy 15.0 $739.0 $49.27 -22.0%
1167 TPR TAPESTRY INC Consumer Cyclical 5.0 $732.0 $146.40 -11.0%
1168 WIX WIX COM LTD Technology 15.0 $681.0 NEW $45.40 +81.3%
1169 SONO SONOS INC Technology 50.0 $677.0 $13.54 +13.2%
1170 BMNR BITMINE IMMERSION TECHS INC Financial Services 50.0 $666.0 $13.32 +87.0%
1171 ARMP ARMATA PHARMACEUTICALS INC Healthcare 100.0 $648.0 $6.48 -15.9%
1172 AXR AMREP CORP Real Estate 25.0 $631.0 $25.24 -8.7%
1173 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 20.0 $617.0 $30.85 +27.0%
1174 AA ALCOA CORP Basic Materials 11.0 $574.0 $52.18 -4.7%
1175 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5.0 $571.0 $114.20 +1.9%
1176 LPLA LPL FINL HLDGS INC Financial Services 2.0 $564.0 NEW $282.00 +27.7%
1177 ALMS ALUMIS INC Healthcare 20.0 $563.0 $28.15 -16.1%
1178 UNIT UNITI GROUP LLC Real Estate 49.0 $563.0 $11.49 -11.6%
1179 CRON CRONOS GROUP INC Healthcare 200.0 $556.0 $2.78 +27.7%
1180 VGLT VANGUARD SCOTTSDALE FDS 10.0 $552.0 $55.20 -3.2%
Page 59 of 63  ·  1,244 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 43.4%
Consumer Cyclical 16.7%
Healthcare 9.5%
Financial Services 9.1%
Industrials 6.2%
Communication Services 5.7%
Consumer Defensive 4.5%
Energy 2.1%
Basic Materials 1.5%
Utilities 0.8%