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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 6 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VWO VANGUARD INTL EQUITY INDEX F 2,752.0 $164K 0.00% +46.0 +1.7% $59.69 +1.7%
102 JCI JOHNSON CONTROLS INTERNATION Industrials 1,116.0 $164K 0.00% +64.0 +6.1% $146.51 -1.6%
103 KTB KONTOOR BRANDS INC Consumer Cyclical 1,820.0 $152K 0.00% +120.0 +7.1% $83.34 -5.9%
104 IONQ IONQ INC Technology 2,645.0 $141K 0.00% +2K +569.6% $53.26 -24.4%
105 AVLV AMERICAN CENTY ETF TR 1,538.0 $140K 0.00% +2K +4172.2% $91.21 +3.8%
106 SHOP SHOPIFY INC Technology 1,159.0 $132K 0.00% +185.0 +19.0% $114.18 +32.9%
107 BIIB BIOGEN INC Healthcare 599.0 $129K 0.00% +33.0 +5.8% $216.06 +2.1%
108 VTWG VANGUARD SCOTTSDALE FDS 447.0 $129K 0.00% +23.0 +5.4% $287.68 -2.1%
109 HYG ISHARES TR 1,514.0 $121K 0.00% +45.0 +3.1% $79.97 -0.2%
110 SMH VANECK ETF TRUST 177.0 $116K 0.00% +2.0 +1.1% $655.89 -15.2%
111 BLDR BUILDERS FIRSTSOURCE INC Industrials 1,150.0 $103K 0.00% +200.0 +21.1% $89.48 -23.5%
112 BND VANGUARD BD INDEX FDS 1,396.0 $102K 0.00% +86.0 +6.6% $73.41 -1.2%
113 BLK BLACKROCK INC Financial Services 94.0 $90K 0.00% +2.0 +2.2% $961.56 +22.8%
114 HDV ISHARES TR 3,165.0 $87K 0.00% +3K +400.0% $27.41 +8.6%
115 MTUM ISHARES TR 252.0 $86K 0.00% +18.0 +7.7% $342.83 -11.3%
116 DVN DEVON ENERGY CORP NEW Energy 2,062.0 $85K 0.00% +2K +702.3% $41.32 +13.5%
117 VDC VANGUARD WORLD FD 362.0 $82K 0.00% +35.0 +10.7% $225.49 +3.3%
118 IVOO VANGUARD ADMIRAL FDS INC 600.0 $78K 0.00% +460.0 +328.6% $130.40 -0.5%
119 LQD ISHARES TR 592.0 $65K 0.00% +17.0 +3.0% $109.07 -2.2%
120 QQQI NEOS ETF TRUST 1,125.0 $64K 0.00% +100.0 +9.8% $56.79 -4.6%
Page 6 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%