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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 18 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 UBER UBER TECHNOLOGIES INC Technology 4,795.0 $346K 0.01% -337.0 -6.6% $72.16 +6.6%
342 CCC CCC INTELLIGENT SOLUTIONS HL Technology 66,325.0 $342K 0.01% NEW $5.16 +47.3%
343 CSX CSX CORP Industrials 7,154.0 $340K 0.01% $47.53 +8.4%
344 VHT VANGUARD WORLD FD 1,126.0 $337K 0.01% $299.01 +8.0%
345 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,959.0 $332K 0.01% -50.0 -1.7% $112.32 +40.7%
346 BEP BROOKFIELD RENEWABLE ENERGY Utilities 9,262.0 $322K 0.01% $34.73 -6.4%
347 AXS AXIS CAP HLDGS LTD Financial Services 2,988.0 $321K 0.01% $107.44 -7.8%
348 MCK MCKESSON CORP Healthcare 419.0 $317K 0.01% -40.0 -8.7% $756.42 +17.7%
349 IAU ISHARES GOLD TR Financial Services 4,194.0 $317K 0.01% +1K +54.2% $75.51 +14.7%
350 QYLD GLOBAL X FDS 17,075.0 $315K 0.01% +10K +154.8% $18.43 -0.8%
351 IUSG ISHARES TR 1,663.0 $313K 0.01% -30.0 -1.8% $188.09 +2.3%
352 MCO MOODYS CORP Financial Services 687.0 $311K 0.01% $452.92 +12.4%
353 SHEL SHELL PLC Energy 3,979.0 $309K 0.01% $77.54 +17.0%
354 SLV ISHARES SILVER TR Financial Services 5,720.0 $306K 0.01% -50.0 -0.9% $53.47 +17.4%
355 BE BLOOM ENERGY CORP Industrials 1,000.0 $303K 0.01% $302.70 -28.0%
356 SPG SIMON PPTY GROUP INC NEW Real Estate 1,339.0 $299K 0.01% -28.0 -2.0% $223.65 -3.9%
357 NKE NIKE INC Consumer Cyclical 7,202.0 $299K 0.01% -2K -22.1% $41.57 -7.5%
358 VLO VALERO ENERGY CORP Energy 1,129.0 $294K 0.01% $260.44 +33.1%
359 PAYC PAYCOM SOFTWARE INC Technology 2,304.0 $290K 0.01% $125.68 +88.6%
360 TGT TARGET CORP Consumer Defensive 2,181.0 $285K 0.01% -90.0 -4.0% $130.58 +27.1%
Page 18 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%