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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 3 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MLM MARTIN MARIETTA MATLS INC Basic Materials 7,388.0 $4.3M 0.11% -45.0 -0.6% $576.70 -7.8%
42 PM PHILIP MORRIS INTL INC Consumer Defensive 22,752.0 $4.1M 0.10% -500.0 -2.1% $182.36 +6.3%
43 TXT TEXTRON INC Industrials 44,913.0 $4.1M 0.10% -455.0 -1.0% $91.73 -10.8%
44 IWM ISHARES TR 13,443.0 $4.0M 0.10% -265.0 -1.9% $300.45 -0.4%
45 CVS CVS HEALTH CORP Healthcare 38,130.0 $3.9M 0.10% -2K -4.5% $103.45 -10.2%
46 KMB KIMBERLY-CLARK CORP Consumer Defensive 33,483.0 $3.7M 0.09% -2K -4.7% $110.72 +0.3%
47 AGG ISHARES TR 37,340.0 $3.7M 0.09% -6K -13.3% $98.98 -1.0%
48 SCHB SCHWAB STRATEGIC TR 126,591.0 $3.7M 0.09% -9K -6.5% $28.96 +2.2%
49 ARCC ARES CAPITAL CORP Financial Services 196,071.0 $3.6M 0.09% -27K -12.1% $18.53 +7.6%
50 GLW CORNING INC Technology 14,089.0 $3.6M 0.09% -375.0 -2.6% $255.43 -42.4%
51 NUE NUCOR CORP Basic Materials 15,691.0 $3.5M 0.09% -180.0 -1.1% $223.31 +10.9%
52 FNDF SCHWAB STRATEGIC TR 62,482.0 $3.3M 0.08% -2K -3.4% $52.76 +6.0%
53 YUM YUM BRANDS INC Consumer Cyclical 18,417.0 $2.9M 0.07% -143.0 -0.8% $159.86 -2.2%
54 LH LABCORP HOLDINGS INC Healthcare 9,605.0 $2.7M 0.07% -272.0 -2.8% $280.00 +20.6%
55 PFE PFIZER INC Healthcare 106,893.0 $2.6M 0.06% -960.0 -0.9% $24.08 +18.6%
56 IBIT ISHARES BITCOIN TRUST ETF Financial Services 77,000.0 $2.6M 0.06% -450.0 -0.6% $33.29 +34.3%
57 XLV SELECT SECTOR SPDR TR 15,869.0 $2.5M 0.06% -185.0 -1.1% $158.66 +10.5%
58 SCHW SCHWAB CHARLES CORP Financial Services 24,931.0 $2.3M 0.06% -500.0 -2.0% $92.27 +21.7%
59 COPX GLOBAL X FDS 28,917.0 $2.2M 0.06% -203.0 -0.7% $77.23 +24.7%
60 SYK STRYKER CORPORATION Healthcare 6,884.0 $2.2M 0.05% -1K -15.5% $315.11 +4.9%
Page 3 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%