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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 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HRI HERC HLDGS INC Industrials 21,981.0 $2.2M 0.06% -140.0 -0.6% $99.55 +55.8%
42 IWF ISHARES TR 4,869.0 $2.1M 0.06% -72.0 -1.5% $426.40 -71.1%
43 XLK SELECT SECTOR SPDR TR 15,441.0 $2.1M 0.06% -86.0 -0.6% $132.90 +44.0%
44 AKRE PROFESIONALLY MANAGED PORTFO 37,238.0 $2.0M 0.06% -807.0 -2.1% $52.85 +0.6%
45 GLW CORNING INC Technology 14,464.0 $2.0M 0.06% -5K -26.3% $135.97 +43.4%
46 VTI VANGUARD INDEX FDS 6,116.0 $2.0M 0.06% -68.0 -1.1% $320.81 +15.3%
47 DELL DELL TECHNOLOGIES INC Technology 11,770.0 $1.9M 0.06% -135.0 -1.1% $164.13 +149.5%
48 MO ALTRIA GROUP INC Consumer Defensive 26,300.0 $1.8M 0.05% -729.0 -2.7% $67.03 +3.1%
49 USMV ISHARES TR 16,683.0 $1.5M 0.04% -455.0 -2.6% $92.74 +1.6%
50 DHI D R HORTON INC Consumer Cyclical 11,122.0 $1.5M 0.04% -148.0 -1.3% $137.22 +15.0%
51 VZ VERIZON COMMUNICATIONS INC Communication Services 29,988.0 $1.5M 0.04% -153.0 -0.5% $50.20 -9.6%
52 IBM INTERNATIONAL BUSINESS MACHS Technology 6,154.0 $1.5M 0.04% -122.0 -1.9% $242.39 +2.8%
53 CPRT COPART INC Industrials 43,132.0 $1.4M 0.04% -4K -7.5% $33.20 -8.9%
54 PINS PINTEREST INC Communication Services 76,704.0 $1.4M 0.04% -5K -5.9% $18.34 +10.5%
55 ZS ZSCALER INC Technology 9,829.0 $1.4M 0.04% -90.0 -0.9% $140.29 -11.0%
56 AXP AMERICAN EXPRESS CO Financial Services 4,339.0 $1.3M 0.04% -61.0 -1.4% $302.48 +11.7%
57 TEM TEMPUS AI INC Healthcare 28,580.0 $1.3M 0.04% -2K -5.3% $45.22 +12.4%
58 BMY BRISTOL-MYERS SQUIBB CO Healthcare 20,817.0 $1.3M 0.04% -351.0 -1.7% $60.65 -11.0%
59 MILLROSE PPTYS INC 44,993.0 $1.3M 0.04% -10K -18.3% $28.00
60 NSC NORFOLK SOUTHN CORP Industrials 3,873.0 $1.1M 0.03% -311.0 -7.4% $287.00 +4.6%
Page 3 of 6  ·  110 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%