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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 7 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 A AGILENT TECHNOLOGIES INC Healthcare 2,131.0 $284K 0.01% -233.0 -9.9% $133.09 +16.5%
122 PFF ISHARES TR 9,064.0 $276K 0.01% -200.0 -2.2% $30.49 +0.7%
123 EXP EAGLE MATLS INC Basic Materials 1,100.0 $248K 0.01% -26.0 -2.3% $225.25 -11.2%
124 SMTI SANARA MEDTECH INC Healthcare 10,134.0 $239K 0.01% -9K -47.2% $23.59 +46.9%
125 IQVIA HLDGS INC 1,197.0 $231K 0.01% -12.0 -1.0% $193.22
126 CRM SALESFORCE INC Technology 1,461.0 $230K 0.01% -93.0 -6.0% $157.15 +30.8%
127 WPC WP CAREY INC Real Estate 3,093.0 $224K 0.01% -88.0 -2.8% $72.44 -1.8%
128 BLUE OWL CAPITAL CORPORATION 20,015.0 $221K 0.01% -7K -27.1% $11.03
129 BA BOEING CO Industrials 990.0 $214K 0.01% -72.0 -6.8% $216.38 -2.0%
130 VTRS VIATRIS INC Healthcare 13,446.0 $214K 0.01% -3K -19.5% $15.88 +6.1%
131 CINF CINCINNATI FINL CORP Financial Services 1,143.0 $213K 0.01% -159.0 -12.2% $186.12 -7.4%
132 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,500.0 $212K 0.01% -3K -45.3% $60.67 +22.4%
133 FHN FIRST HORIZON CORPORATION Financial Services 8,135.0 $210K 0.01% -500.0 -5.8% $25.81 -4.8%
134 SOXX ISHARES TR 318.0 $204K 0.01% -30.0 -8.6% $640.76 -19.6%
135 VFC V F CORP Consumer Cyclical 12,104.0 $202K 0.01% -9K -43.6% $16.68 -16.7%
136 XITK SPDR SERIES TRUST 935.0 $183K 0.01% -20.0 -2.1% $195.85 +1.1%
137 XSMO INVESCO EXCHANGE TRADED FD T 1,753.0 $164K 0.00% -307.0 -14.9% $93.63 -8.5%
138 FBNC FIRST BANCORP N C Financial Services 2,547.0 $163K 0.00% -34.0 -1.3% $64.17 -0.5%
139 SLB SLB LIMITED Energy 3,486.0 $163K 0.00% -170.0 -4.7% $46.64 +14.9%
140 HIW HIGHWOODS PPTYS INC Real Estate 4,576.0 $138K 0.00% -600.0 -11.6% $30.16 +4.5%
Page 7 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%