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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 14 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OXY OCCIDENTAL PETE CORP Energy 10,325.0 $674K 0.02% -285.0 -2.7% $65.26 -20.6%
262 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,922.0 $663K 0.02% +153.0 +8.7% $345.15 -14.6%
263 TJX TJX COS INC NEW Consumer Cyclical 4,070.0 $650K 0.02% -2K -28.8% $159.70 +2.6%
264 AZO AUTOZONE INC Consumer Cyclical 185.0 $625K 0.02% $3377.78 -9.3%
265 ITOT ISHARES TR 4,380.0 $624K 0.02% $142.43 +15.0%
266 EWJ ISHARES INC 7,337.0 $620K 0.02% $84.44 +14.0%
267 FLOT ISHARES TR 12,057.0 $614K 0.02% +140.0 +1.2% $50.95 +0.1%
268 IJR ISHARES TR 4,919.0 $611K 0.02% $124.31 +15.2%
269 VNQ VANGUARD INDEX FDS 6,881.0 $610K 0.02% -500.0 -6.8% $88.70 +7.7%
270 BX BLACKSTONE INC Financial Services 5,298.0 $609K 0.02% -111.0 -2.0% $114.99 +7.7%
271 PYPL PAYPAL HLDGS INC Financial Services 13,429.0 $607K 0.02% -660.0 -4.7% $45.23 -6.0%
272 VGK VANGUARD INTL EQUITY INDEX F 7,312.0 $603K 0.02% +2K +47.6% $82.43 +7.1%
273 YUMC YUM CHINA HLDGS INC Consumer Cyclical 12,001.0 $585K 0.02% $48.78 -12.0%
274 PWR QUANTA SVCS INC Industrials 1,053.0 $578K 0.02% $549.02 +27.9%
275 FNB F N B CORP Financial Services 34,486.0 $577K 0.02% $16.72 +9.0%
276 MDYG SPDR SERIES TRUST 6,000.0 $576K 0.02% $95.96 +15.2%
277 LMT LOCKHEED MARTIN CORP Industrials 944.0 $571K 0.02% $604.42 -15.5%
278 KLAC KLA CORP Technology 385.0 $567K 0.02% NEW $1472.41 -82.4%
279 XBI SPDR SERIES TRUST 4,176.0 $533K 0.02% $127.73 +10.2%
280 ADI ANALOG DEVICES INC Technology 1,654.0 $526K 0.01% +166.0 +11.2% $318.14 +36.6%
Page 14 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%