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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 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVO NOVO-NORDISK A S Healthcare 51,205.0 $1.9M 0.06% +42K +428.3% $37.25 +15.9%
62 FN FABRINET Technology 3,421.0 $1.8M 0.05% +190.0 +5.9% $521.52 +10.0%
63 CPNG COUPANG INC Consumer Cyclical 93,830.0 $1.8M 0.05% +33K +53.2% $18.88 -4.7%
64 BBUS J P MORGAN EXCHANGE TRADED F 14,101.0 $1.7M 0.05% +4K +45.9% $117.18 +15.2%
65 IEMG ISHARES INC 22,313.0 $1.6M 0.05% +14K +166.7% $69.75 +22.8%
66 XLE SELECT SECTOR SPDR TR 22,640.0 $1.4M 0.04% +802.0 +3.7% $61.26 -12.2%
67 VCSH VANGUARD SCOTTSDALE FDS 17,353.0 $1.4M 0.04% +5K +39.8% $79.27 -0.5%
68 VVX V2X INC Industrials 19,869.0 $1.4M 0.04% +3K +18.2% $68.50 +24.9%
69 IJH ISHARES TR 19,613.0 $1.3M 0.04% +734.0 +3.9% $67.53 +12.2%
70 GD GENERAL DYNAMICS CORP Industrials 3,661.0 $1.3M 0.04% +416.0 +12.8% $343.22 +2.0%
71 MGV VANGUARD WORLD FD 8,379.0 $1.2M 0.04% +3K +56.7% $144.95 +11.9%
72 WFC WELLS FARGO & CO Financial Services 14,359.0 $1.1M 0.03% +739.0 +5.4% $79.61 +3.3%
73 T AT&T INC Communication Services 38,976.0 $1.1M 0.03% +4K +9.9% $28.99 -24.1%
74 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 13,250.0 $934K 0.03% +250.0 +1.9% $70.51 -23.1%
75 IVW ISHARES TR 8,220.0 $930K 0.03% +105.0 +1.3% $113.11 +22.0%
76 UNP UNION PAC CORP Industrials 3,632.0 $881K 0.03% +139.0 +4.0% $242.62 +5.9%
77 FORTINET INC 10,294.0 $841K 0.03% +2K +26.6% $81.72
78 GPN GLOBAL PMTS INC Industrials 12,342.0 $831K 0.02% +394.0 +3.3% $67.30 -0.6%
79 FLO FLOWERS FOODS INC Consumer Defensive 100,733.0 $821K 0.02% +6K +6.9% $8.15 -4.5%
80 EEM ISHARES TR 14,152.0 $804K 0.02% +845.0 +6.3% $56.79 +24.7%
Page 4 of 6  ·  106 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%