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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 13 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KLARNA GROUP PLC 44,955.0 $910K 0.02% -10K -18.7% $20.24
242 TDW TIDEWATER INC NEW Energy 13,488.0 $899K 0.02% $66.63 +38.5%
243 GPN GLOBAL PMTS INC Industrials 12,342.0 $896K 0.02% $72.56 +27.1%
244 DIS DISNEY WALT CO Communication Services 9,205.0 $892K 0.02% -1K -11.1% $96.96 +10.7%
245 SO SOUTHERN CO Utilities 9,119.0 $873K 0.02% -188.0 -2.0% $95.71 -7.5%
246 MILLROSE PPTYS INC 29,035.0 $873K 0.02% -16K -35.5% $30.05
247 KNTK KINETIK HOLDINGS INC Energy 18,035.0 $872K 0.02% +18K +10000.0% $48.34 +13.5%
248 XLU SELECT SECTOR SPDR TR 18,927.0 $858K 0.02% $45.34 -4.8%
249 DAR DARLING INGREDIENTS INC Consumer Defensive 15,636.0 $854K 0.02% $54.62 +12.6%
250 XAR SPDR SERIES TRUST 3,000.0 $851K 0.02% $283.79 -6.2%
251 KVUE KENVUE INC Consumer Defensive 44,283.0 $846K 0.02% -1K -2.2% $19.11 +0.3%
252 PERSHING SQUARE INC 25,520.0 $839K 0.02% NEW $32.86
253 AMAT APPLIED MATLS INC Technology 1,157.0 $837K 0.02% +97.0 +9.2% $723.00 -34.3%
254 EME EMCOR GROUP INC Industrials 1,000.0 $830K 0.02% $829.88 -6.8%
255 SHW SHERWIN WILLIAMS CO Basic Materials 2,403.0 $827K 0.02% $344.32 +0.8%
256 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 76,989.0 $822K 0.02% +29K +60.0% $10.68 +7.8%
257 T AT&T INC Communication Services 39,477.0 $817K 0.02% +501.0 +1.3% $20.70 +23.2%
258 EW EDWARDS LIFESCIENCES CORP Healthcare 8,984.0 $813K 0.02% -275.0 -3.0% $90.46 +0.5%
259 DE DEERE & CO Industrials 1,260.0 $801K 0.02% $635.79 -1.8%
260 IGV ISHARES TR 8,618.0 $781K 0.02% -394.0 -4.4% $90.60 +21.0%
Page 13 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%