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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 11 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 USMV ISHARES TR 14,518.0 $1.4M 0.04% -2K -13.0% $96.46 +5.3%
202 CPNG COUPANG INC Consumer Cyclical 79,080.0 $1.4M 0.03% -15K -15.7% $17.37 -4.8%
203 CNI CANADIAN NATL RY CO Industrials 11,075.0 $1.3M 0.03% $119.24 +7.0%
204 LOB LIVE OAK BANCSHARES INC Financial Services 31,910.0 $1.3M 0.03% -6K -16.5% $40.84 -2.1%
205 GD GENERAL DYNAMICS CORP Industrials 3,661.0 $1.3M 0.03% $354.24 +7.8%
206 KLAC KLA CORP Technology 4,250.0 $1.3M 0.03% +4K +1003.9% $301.71 -39.1%
207 HCA HCA HEALTHCARE INC Healthcare 3,251.0 $1.3M 0.03% $389.89 +9.6%
208 VOT VANGUARD INDEX FDS 4,115.0 $1.3M 0.03% $306.30 -0.4%
209 VZ VERIZON COMMUNICATIONS INC Communication Services 29,652.0 $1.3M 0.03% -336.0 -1.1% $42.34 +18.5%
210 VEA VANGUARD TAX-MANAGED FDS 17,398.0 $1.2M 0.03% +170.0 +1.0% $71.25 +3.1%
211 VDE VANGUARD WORLD FD 8,234.0 $1.2M 0.03% $150.13 +17.2%
212 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,310.0 $1.2M 0.03% +493.0 +2.4% $57.62 +17.3%
213 NSC NORFOLK SOUTHN CORP Industrials 3,873.0 $1.2M 0.03% $314.59 +12.1%
214 AYI ACUITY INC Industrials 3,222.0 $1.2M 0.03% $376.66 -9.4%
215 CARR CARRIER GLOBAL CORPORATION Industrials 16,445.0 $1.2M 0.03% -200.0 -1.2% $73.35 -19.9%
216 WFC WELLS FARGO & CO Financial Services 14,359.0 $1.2M 0.03% $82.64 +3.1%
217 XLE SELECT SECTOR SPDR TR 22,340.0 $1.2M 0.03% -300.0 -1.3% $53.11 +17.5%
218 CPRT COPART INC Industrials 41,321.0 $1.2M 0.03% -2K -4.2% $28.19 +15.9%
219 SOUTHSTATE BK CORP 11,447.0 $1.1M 0.03% $99.90
220 OKE ONEOK INC NEW Energy 12,990.0 $1.1M 0.03% -4K -23.6% $86.94 +9.2%
Page 11 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%