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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 4 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BBUS J P MORGAN EXCHANGE TRADED F 14,619.0 $2.0M 0.05% +518.0 +3.7% $134.72 +2.5%
62 IBM INTERNATIONAL BUSINESS MACHS Technology 6,404.0 $1.8M 0.04% +250.0 +4.1% $281.21 -16.7%
63 FORTINET INC 10,817.0 $1.7M 0.04% +523.0 +5.1% $153.62
64 IVE ISHARES TR 7,309.0 $1.7M 0.04% +39.0 +0.5% $227.06 +4.6%
65 SNPS SYNOPSYS INC Technology 3,601.0 $1.6M 0.04% +4K +10000.0% $446.07 -8.4%
66 VVX V2X INC Industrials 20,809.0 $1.6M 0.04% +940.0 +4.7% $74.56 +2.5%
67 ZS ZSCALER INC Technology 10,725.0 $1.5M 0.04% +896.0 +9.1% $141.15 +19.3%
68 VCSH VANGUARD SCOTTSDALE FDS 18,575.0 $1.5M 0.04% +1K +7.0% $79.03 -0.3%
69 MGV VANGUARD WORLD FD 8,592.0 $1.4M 0.04% +213.0 +2.5% $163.45 +3.1%
70 KLAC KLA CORP Technology 4,250.0 $1.3M 0.03% +4K +1003.9% $301.71 -39.2%
71 VEA VANGUARD TAX-MANAGED FDS 17,398.0 $1.2M 0.03% +170.0 +1.0% $71.25 +3.6%
72 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,310.0 $1.2M 0.03% +493.0 +2.4% $57.62 +17.9%
73 VGT VANGUARD WORLD FD 9,192.0 $1.1M 0.03% +8K +577.4% $119.52 -1.7%
74 EFA ISHARES TR 9,764.0 $1.0M 0.03% +95.0 +1.0% $103.88 +4.7%
75 KNTK KINETIK HOLDINGS INC Energy 18,035.0 $872K 0.02% +18K +10000.0% $48.34 +12.2%
76 AMAT APPLIED MATLS INC Technology 1,157.0 $837K 0.02% +97.0 +9.2% $723.00 -33.6%
77 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 76,989.0 $822K 0.02% +29K +60.0% $10.68 +6.9%
78 T AT&T INC Communication Services 39,477.0 $817K 0.02% +501.0 +1.3% $20.70 +24.4%
79 Q QNITY ELECTRONICS INC Technology 4,532.0 $740K 0.02% +60.0 +1.3% $163.31 -22.5%
80 IJR ISHARES TR 4,977.0 $738K 0.02% +58.0 +1.2% $148.31 -1.1%
Page 4 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%