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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 4 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEA VANGUARD TAX-MANAGED FDS 17,228.0 $1.1M 0.03% -797.0 -4.4% $64.08 +12.8%
62 LRCX LAM RESEARCH CORP Technology 4,721.0 $1.0M 0.03% -55.0 -1.1% $213.90 +81.9%
63 DIS DISNEY WALT CO Communication Services 10,355.0 $998K 0.03% -369.0 -3.4% $96.38 +7.8%
64 VGT VANGUARD WORLD FD 1,357.0 $947K 0.03% -20.0 -1.4% $697.72 -82.8%
65 TM TOYOTA MOTOR CORP Consumer Cyclical 4,562.0 $940K 0.03% -100.0 -2.1% $206.09 -15.6%
66 CARR CARRIER GLOBAL CORPORATION Industrials 16,645.0 $937K 0.03% -233.0 -1.4% $56.31 +27.5%
67 RDVT RED VIOLET INC Technology 27,013.0 $935K 0.03% -545.0 -2.0% $34.60 +59.2%
68 RSP INVESCO EXCHANGE TRADED FD T 4,854.0 $932K 0.03% -25.0 -0.5% $191.92 +9.4%
69 ALL ALLSTATE CORP Financial Services 4,154.0 $865K 0.03% -92.0 -2.2% $208.34 +6.2%
70 DFAI DIMENSIONAL ETF TRUST 20,365.0 $793K 0.02% -204.0 -1.0% $38.96 +7.7%
71 RDDT REDDIT INC Communication Services 5,864.0 $790K 0.02% -81.0 -1.4% $134.65 +29.9%
72 KVUE KENVUE INC Consumer Defensive 45,302.0 $781K 0.02% -401.0 -0.9% $17.24 +5.1%
73 ULST SSGA ACTIVE ETF TR 19,046.0 $771K 0.02% -600.0 -3.0% $40.50 -0.3%
74 MA MASTERCARD INCORPORATED Financial Services 1,448.0 $724K 0.02% -57.0 -3.8% $499.66 -2.0%
75 OXY OCCIDENTAL PETE CORP Energy 10,325.0 $674K 0.02% -285.0 -2.7% $65.26 -20.6%
76 TJX TJX COS INC NEW Consumer Cyclical 4,070.0 $650K 0.02% -2K -28.8% $159.70 +2.6%
77 VNQ VANGUARD INDEX FDS 6,881.0 $610K 0.02% -500.0 -6.8% $88.70 +7.7%
78 BX BLACKSTONE INC Financial Services 5,298.0 $609K 0.02% -111.0 -2.0% $114.99 +7.7%
79 PYPL PAYPAL HLDGS INC Financial Services 13,429.0 $607K 0.02% -660.0 -4.7% $45.23 -6.0%
80 CGUS CAPITAL GROUP CORE EQUITY ET 13,250.0 $510K 0.01% -8K -36.2% $38.51 +15.1%
Page 4 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%