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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 3 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHF SCHWAB STRATEGIC TR 146,371.0 $4.1M 0.10% +2K +1.5% $27.70 +3.2%
42 HBAN HUNTINGTON BANCSHARES INC Financial Services 218,027.0 $3.9M 0.10% +11K +5.2% $17.88 -5.2%
43 APH AMPHENOL CORP Technology 20,821.0 $3.7M 0.09% +21K +10000.0% $176.57 -10.1%
44 SCHR SCHWAB STRATEGIC TR 148,507.0 $3.7M 0.09% +40K +37.0% $24.66 -0.6%
45 VUG VANGUARD INDEX FDS 41,322.0 $3.6M 0.09% +34K +497.7% $86.14 +1.5%
46 HRI HERC HLDGS INC Industrials 23,136.0 $3.3M 0.08% +1K +5.2% $143.34 +8.9%
47 GEV GE VERNOVA INC Utilities 2,739.0 $3.2M 0.08% +20.0 +0.7% $1175.34 -21.2%
48 WST WEST PHARMACEUTICAL SVSC INC Healthcare 8,504.0 $3.1M 0.08% +451.0 +5.6% $359.00 -2.9%
49 NVO NOVO-NORDISK A S Healthcare 61,839.0 $3.0M 0.07% +11K +20.8% $47.94 +1.5%
50 INTU INTUIT Technology 11,302.0 $2.9M 0.07% +11K +1852.0% $261.00 +37.0%
51 ADBE ADOBE INC Technology 14,177.0 $2.9M 0.07% +1K +8.5% $205.02 +33.6%
52 FLO FLOWERS FOODS INC Consumer Defensive 355,708.0 $2.8M 0.07% +255K +253.1% $7.90 -10.0%
53 J P MORGAN EXCHANGE TRADED F 35,359.0 $2.6M 0.06% +1K +2.9% $72.28
54 NEM NEWMONT CORP Basic Materials 26,287.0 $2.5M 0.06% +2K +7.9% $93.40 +44.7%
55 IWF ISHARES TR 19,476.0 $2.4M 0.06% +15K +300.0% $124.17 -1.9%
56 IEFA ISHARES TR 24,947.0 $2.4M 0.06% +883.0 +3.7% $96.58 +5.0%
57 EMR EMERSON ELEC CO Industrials 16,462.0 $2.4M 0.06% +480.0 +3.0% $143.15 +8.2%
58 QXO QXO INC Industrials 119,805.0 $2.1M 0.05% +8K +6.7% $17.28 -19.8%
59 NFLX NETFLIX INC. Communication Services 28,526.0 $2.0M 0.05% +460.0 +1.6% $71.40 +15.2%
60 IEMG ISHARES INC 23,858.0 $2.0M 0.05% +2K +6.9% $82.84 -1.1%
Page 3 of 9  ·  174 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%