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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 10 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VZ VERIZON COMMUNICATIONS INC Communication Services 29,988.0 $1.5M 0.04% -153.0 -0.5% $50.20 -9.6%
182 IBM INTERNATIONAL BUSINESS MACHS Technology 6,154.0 $1.5M 0.04% -122.0 -1.9% $242.39 +2.8%
183 CPRT COPART INC Industrials 43,132.0 $1.4M 0.04% -4K -7.5% $33.20 -8.9%
184 VDE VANGUARD WORLD FD 8,234.0 $1.4M 0.04% $173.04 -12.3%
185 SOMNIGROUP INTERNATIONAL INC 19,200.0 $1.4M 0.04% $73.92
186 PINS PINTEREST INC Communication Services 76,704.0 $1.4M 0.04% -5K -5.9% $18.34 +10.5%
187 XLE SELECT SECTOR SPDR TR 22,640.0 $1.4M 0.04% +802.0 +3.7% $61.26 -12.2%
188 ZS ZSCALER INC Technology 9,829.0 $1.4M 0.04% -90.0 -0.9% $140.29 -11.0%
189 VCSH VANGUARD SCOTTSDALE FDS 17,353.0 $1.4M 0.04% +5K +39.8% $79.27 -0.5%
190 VVX V2X INC Industrials 19,869.0 $1.4M 0.04% +3K +18.2% $68.50 +24.9%
191 IXN ISHARES TR 13,536.0 $1.4M 0.04% $99.97 +46.4%
192 IJH ISHARES TR 19,613.0 $1.3M 0.04% +734.0 +3.9% $67.53 +12.2%
193 MTZ MASTEC INC Industrials 4,093.0 $1.3M 0.04% NEW $321.74 +18.0%
194 AXP AMERICAN EXPRESS CO Financial Services 4,339.0 $1.3M 0.04% -61.0 -1.4% $302.48 +11.7%
195 TEM TEMPUS AI INC Healthcare 28,580.0 $1.3M 0.04% -2K -5.3% $45.22 +12.4%
196 LOB LIVE OAK BANCSHARES INC Financial Services 38,205.0 $1.3M 0.04% $33.07 +15.7%
197 BMY BRISTOL-MYERS SQUIBB CO Healthcare 20,817.0 $1.3M 0.04% -351.0 -1.7% $60.65 -11.0%
198 MILLROSE PPTYS INC 44,993.0 $1.3M 0.04% -10K -18.3% $28.00
199 GD GENERAL DYNAMICS CORP Industrials 3,661.0 $1.3M 0.04% +416.0 +12.8% $343.22 +2.0%
200 MGV VANGUARD WORLD FD 8,379.0 $1.2M 0.04% +3K +56.7% $144.95 +11.9%
Page 10 of 62  ·  1,238 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%