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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 19 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 XOP SPDR SERIES TRUST 1,845.0 $285K 0.01% $154.26 +20.2%
362 A AGILENT TECHNOLOGIES INC Healthcare 2,131.0 $284K 0.01% -233.0 -9.9% $133.09 +18.5%
363 NXPI NXP SEMICONDUCTORS N V Technology 1,003.0 $283K 0.01% $282.04 -19.9%
364 PFF ISHARES TR 9,064.0 $276K 0.01% -200.0 -2.2% $30.49 +0.5%
365 KEYS KEYSIGHT TECHNOLOGIES INC Technology 786.0 $275K 0.01% $350.07 -6.9%
366 CB CHUBB LIMITED Financial Services 787.0 $269K 0.01% +56.0 +7.7% $341.76 -1.0%
367 VVV VALVOLINE INC Energy 6,800.0 $269K 0.01% $39.54 -19.1%
368 TRV TRAVELERS COMPANIES INC Financial Services 794.0 $262K 0.01% $330.12 +11.9%
369 VYM VANGUARD WHITEHALL FDS 1,658.0 $262K 0.01% $158.03 +4.0%
370 VV VANGUARD INDEX FDS 761.0 $262K 0.01% $343.91 +3.3%
371 RSPT INVESCO EXCHANGE TRADED FD T 4,041.0 $261K 0.01% $64.50 +2.0%
372 LNC LINCOLN NATL CORP IND Financial Services 7,365.0 $260K 0.01% $35.35 +23.1%
373 AON AON PLC Financial Services 764.0 $253K 0.01% $331.69 +5.4%
374 ORI OLD REP INTL CORP Financial Services 6,178.0 $253K 0.01% +600.0 +10.8% $40.92 +3.2%
375 XHLF BONDBLOXX ETF TRUST 5,020.0 $253K 0.01% $50.30 +0.0%
376 IXC ISHARES TR 5,100.0 $251K 0.01% $49.13 +16.0%
377 EXP EAGLE MATLS INC Basic Materials 1,100.0 $248K 0.01% -26.0 -2.3% $225.25 -12.2%
378 VRTX VERTEX PHARMACEUTICALS INC Healthcare 494.0 $245K 0.01% $496.73 +10.2%
379 IWP ISHARES TR 1,670.0 $245K 0.01% $146.41 -2.1%
380 JEPI J P MORGAN EXCHANGE TRADED F 4,302.0 $243K 0.01% +3K +206.8% $56.48 +2.4%
Page 19 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%