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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 4 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOW SERVICENOW INC Technology 21,783.0 $2.2M 0.05% -622.0 -2.8% $99.28 +26.9%
62 MO ALTRIA GROUP INC Consumer Defensive 25,345.0 $1.8M 0.05% -955.0 -3.6% $72.99 -5.8%
63 AKRE PROFESIONALLY MANAGED PORTFO 34,708.0 $1.8M 0.05% -3K -6.8% $53.19 +14.4%
64 LBRT LIBERTY ENERGY INC Energy 68,195.0 $1.8M 0.04% -7K -9.6% $26.19 -29.8%
65 MTZ MASTEC INC Industrials 3,998.0 $1.7M 0.04% -95.0 -2.3% $416.06 -40.0%
66 TEM TEMPUS AI INC Healthcare 28,010.0 $1.6M 0.04% -570.0 -2.0% $57.93 +19.1%
67 FN FABRINET Technology 2,858.0 $1.6M 0.04% -563.0 -16.5% $562.08 -22.8%
68 FNDX SCHWAB STRATEGIC TR 47,675.0 $1.5M 0.04% -8K -13.7% $31.10 +4.8%
69 AXP AMERICAN EXPRESS CO Financial Services 4,263.0 $1.4M 0.04% -76.0 -1.8% $338.25 -0.4%
70 IJH ISHARES TR 18,345.0 $1.4M 0.04% -1K -6.5% $77.11 -0.6%
71 USMV ISHARES TR 14,518.0 $1.4M 0.04% -2K -13.0% $96.46 +5.4%
72 CPNG COUPANG INC Consumer Cyclical 79,080.0 $1.4M 0.03% -15K -15.7% $17.37 -4.2%
73 LOB LIVE OAK BANCSHARES INC Financial Services 31,910.0 $1.3M 0.03% -6K -16.5% $40.84 -2.0%
74 VZ VERIZON COMMUNICATIONS INC Communication Services 29,652.0 $1.3M 0.03% -336.0 -1.1% $42.34 +18.6%
75 CARR CARRIER GLOBAL CORPORATION Industrials 16,445.0 $1.2M 0.03% -200.0 -1.2% $73.35 -19.8%
76 XLE SELECT SECTOR SPDR TR 22,340.0 $1.2M 0.03% -300.0 -1.3% $53.11 +17.6%
77 CPRT COPART INC Industrials 41,321.0 $1.2M 0.03% -2K -4.2% $28.19 +16.8%
78 OKE ONEOK INC NEW Energy 12,990.0 $1.1M 0.03% -4K -23.6% $86.94 +8.8%
79 SCHD SCHWAB STRATEGIC TR 34,832.0 $1.1M 0.03% -3K -8.7% $31.71 +10.6%
80 IVW ISHARES TR 7,980.0 $1.1M 0.03% -240.0 -2.9% $137.53 +0.9%
Page 4 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%