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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 10 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LBRT LIBERTY ENERGY INC Energy 68,195.0 $1.8M 0.04% -7K -9.6% $26.19 -29.3%
182 CAI CARIS LIFE SCIENCES INC Healthcare 100,000.0 $1.8M 0.04% NEW $17.82 +50.5%
183 FEDEX FGHT HLDG CO INC 11,417.0 $1.7M 0.04% NEW $151.00
184 RDVT RED VIOLET INC Technology 27,013.0 $1.7M 0.04% $63.72 +9.1%
185 MTZ MASTEC INC Industrials 3,998.0 $1.7M 0.04% -95.0 -2.3% $416.06 -40.2%
186 FORTINET INC 10,817.0 $1.7M 0.04% +523.0 +5.1% $153.62
187 IVE ISHARES TR 7,309.0 $1.7M 0.04% +39.0 +0.5% $227.06 +4.8%
188 TEM TEMPUS AI INC Healthcare 28,010.0 $1.6M 0.04% -570.0 -2.0% $57.93 +18.2%
189 FN FABRINET Technology 2,858.0 $1.6M 0.04% -563.0 -16.5% $562.08 -22.1%
190 SNPS SYNOPSYS INC Technology 3,601.0 $1.6M 0.04% +4K +10000.0% $446.07 -8.1%
191 VVX V2X INC Industrials 20,809.0 $1.6M 0.04% +940.0 +4.7% $74.56 +4.6%
192 BRO BROWN & BROWN INC Financial Services 24,000.0 $1.5M 0.04% $64.15 +13.5%
193 ZS ZSCALER INC Technology 10,725.0 $1.5M 0.04% +896.0 +9.1% $141.15 +20.7%
194 SOMNIGROUP INTERNATIONAL INC 19,200.0 $1.5M 0.04% $78.40
195 FNDX SCHWAB STRATEGIC TR 47,675.0 $1.5M 0.04% -8K -13.7% $31.10 +4.8%
196 CNQ CANADIAN NAT RES LTD MED TER Energy 36,800.0 $1.5M 0.04% $39.94 +24.3%
197 VCSH VANGUARD SCOTTSDALE FDS 18,575.0 $1.5M 0.04% +1K +7.0% $79.03 -0.4%
198 AXP AMERICAN EXPRESS CO Financial Services 4,263.0 $1.4M 0.04% -76.0 -1.8% $338.25 -0.6%
199 IJH ISHARES TR 18,345.0 $1.4M 0.04% -1K -6.5% $77.11 -0.6%
200 MGV VANGUARD WORLD FD 8,592.0 $1.4M 0.04% +213.0 +2.5% $163.45 +3.0%
Page 10 of 63  ·  1,244 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%