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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 2 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INTC INTEL CORP Technology 61,527.0 $8.6M 0.21% -2K -2.5% $139.63 -37.6%
22 KBH KB HOME Consumer Cyclical 135,005.0 $8.4M 0.21% -2K -1.2% $62.59 -9.9%
23 IWR ISHARES TR 74,321.0 $8.2M 0.20% -1K -1.9% $110.32 +2.6%
24 BSX BOSTON SCIENTIFIC CORP Healthcare 188,810.0 $8.1M 0.20% -13K -6.3% $42.68 +12.9%
25 CTAS CINTAS CORP Industrials 46,497.0 $7.9M 0.20% -832.0 -1.8% $170.08 +20.8%
26 TFC TRUIST FINL CORP Financial Services 151,238.0 $7.5M 0.19% -122K -44.6% $49.82 +1.9%
27 PSX PHILLIPS 66 Energy 44,525.0 $7.5M 0.19% -879.0 -1.9% $169.05 +44.0%
28 IVV ISHARES TR 9,978.0 $7.5M 0.18% -767.0 -7.1% $748.91 +2.7%
29 PBR PETROLEO BRASILEIRO S A Energy 422,556.0 $6.8M 0.17% -34K -7.4% $16.17 +11.3%
30 GS GOLDMAN SACHS GROUP INC Financial Services 6,558.0 $6.6M 0.16% -504.0 -7.1% $1011.37 +2.8%
31 DY DYCOM INDS INC Industrials 13,037.0 $6.6M 0.16% -285.0 -2.1% $505.59 -37.7%
32 MS MORGAN STANLEY Financial Services 31,273.0 $6.5M 0.16% -193.0 -0.6% $209.04 +1.8%
33 WM WASTE MGMT INC DEL Industrials 29,288.0 $6.5M 0.16% -334.0 -1.1% $222.88 -0.5%
34 CL COLGATE PALMOLIVE CO Consumer Defensive 69,705.0 $6.4M 0.16% -2K -2.2% $91.68 +0.5%
35 VIG VANGUARD SPECIALIZED FUNDS 24,956.0 $5.9M 0.15% -963.0 -3.7% $236.62 +3.2%
36 ABT ABBOTT LABORATORIES Healthcare 61,261.0 $5.6M 0.14% -9K -12.8% $90.74 +26.8%
37 CVX CHEVRON CORPORATION Energy 32,388.0 $5.4M 0.13% -230.0 -0.7% $165.76 +21.5%
38 TSLA TESLA INC Consumer Cyclical 12,130.0 $5.1M 0.13% -420.0 -3.4% $420.60 -17.9%
39 VUSB VANGUARD BD INDEX FDS 96,406.0 $4.8M 0.12% -6K -6.2% $49.78 -0.0%
40 TROW PRICE T ROWE GROUP INC Financial Services 41,923.0 $4.8M 0.12% -798.0 -1.9% $113.69 -1.5%
Page 2 of 12  ·  223 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%