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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 3 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VMC VULCAN MATLS CO Basic Materials 555.0 $151K 0.00% NEW $272.30 +11.2%
42 CI THE CIGNA GROUP Healthcare 562.0 $150K 0.00% NEW $266.75 +4.7%
43 ESGU ISHARES TR 1,050.0 $148K 0.00% NEW $141.42 +15.4%
44 ORLA ORLA MNG LTD NEW Basic Materials 9,200.0 $148K 0.00% NEW $16.13 -35.6%
45 VWO VANGUARD INTL EQUITY INDEX F 2,706.0 $146K 0.00% NEW $54.05 +12.4%
46 FBNC FIRST BANCORP N C Financial Services 2,581.0 $146K 0.00% NEW $56.59 +7.4%
47 MDT MEDTRONIC PLC Healthcare 1,650.0 $144K 0.00% NEW $87.19 -9.0%
48 ONEQ FIDELITY COMWLTH TR 1,688.0 $143K 0.00% NEW $84.91 +22.8%
49 FISV FISERV INC Technology 2,552.0 $142K 0.00% NEW $55.80 -14.2%
50 WOR WORTHINGTON ENTERPRISES INC Industrials 2,699.0 $141K 0.00% NEW $52.14 +15.8%
51 SPYG SPDR SERIES TRUST 1,432.0 $140K 0.00% NEW $97.93 +22.1%
52 SANUWAVE HEALTH INC 8,100.0 $140K 0.00% NEW $17.29
53 XITK SPDR SERIES TRUST 955.0 $140K 0.00% NEW $146.59 +31.0%
54 TDY TELEDYNE TECHNOLOGIES INC Technology 230.0 $139K 0.00% NEW $605.01 +2.4%
55 IHI ISHARES TR 2,599.0 $139K 0.00% NEW $53.35 -8.0%
56 JCI JOHNSON CONTROLS INTERNATION Industrials 1,052.0 $138K 0.00% NEW $131.35 +10.3%
57 RFG INVESCO EXCHANGE TRADED FD T 2,500.0 $137K 0.00% NEW $54.81 +16.8%
58 BE BLOOM ENERGY CORP Industrials 1,000.0 $135K 0.00% NEW $135.49 +142.8%
59 CLX CLOROX CO DEL Consumer Defensive 1,303.0 $135K 0.00% NEW $103.63 -7.6%
60 PH PARKER-HANNIFIN CORP Industrials 150.0 $134K 0.00% NEW $895.24 +6.5%
Page 3 of 43  ·  850 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%