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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 21 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 GIS GENERAL MILLS INC Consumer Defensive 4,765.0 $177K 0.01% $37.22 -10.2%
402 GILD GILEAD SCIENCES INC Healthcare 1,269.0 $177K 0.01% NEW $139.37 -11.2%
403 VTWO VANGUARD SCOTTSDALE FDS 1,750.0 $175K 0.01% NEW $100.17 +19.2%
404 KGS KODIAK GAS SVCS INC Energy 3,000.0 $175K 0.01% NEW $58.32 +18.6%
405 SUN SUNOCO LP/SUNOCO FIN CORP Energy 2,666.0 $173K 0.01% NEW $64.97 -2.3%
406 SKEENA RES LTD NEW 5,769.0 $171K 0.01% NEW $29.72
407 ASH ASHLAND INC Basic Materials 3,038.0 $169K 0.01% NEW $55.61 +22.1%
408 APYX APYX MEDICAL CORPORATION Healthcare 45,500.0 $168K 0.01% $3.69 +11.4%
409 ESGV VANGUARD WORLD FD 1,495.0 $168K 0.01% -425.0 -22.1% $112.27 +17.9%
410 BIV VANGUARD BD INDEX FDS 2,165.0 $167K 0.01% NEW $77.18 -0.8%
411 DGX QUEST DIAGNOSTICS INC Healthcare 815.0 $160K 0.01% NEW $195.98 -0.5%
412 VXUS VANGUARD STAR FDS 2,059.0 $159K 0.01% NEW $77.13 +12.5%
413 CCL CARNIVAL CORP Consumer Cyclical 6,131.0 $159K 0.01% NEW $25.88 +19.3%
414 XSMO INVESCO EXCHANGE TRADED FD T 2,060.0 $157K 0.01% NEW $76.02 +18.4%
415 VMC VULCAN MATLS CO Basic Materials 555.0 $151K 0.00% NEW $272.30 +11.2%
416 CI THE CIGNA GROUP Healthcare 562.0 $150K 0.00% NEW $266.75 +4.7%
417 ESGU ISHARES TR 1,050.0 $148K 0.00% NEW $141.42 +15.4%
418 ORLA ORLA MNG LTD NEW Basic Materials 9,200.0 $148K 0.00% NEW $16.13 -35.6%
419 ITW ILLINOIS TOOL WKS INC Industrials 566.0 $148K 0.00% -449.0 -44.2% $261.90 +0.8%
420 VWO VANGUARD INTL EQUITY INDEX F 2,706.0 $146K 0.00% NEW $54.05 +12.4%
Page 21 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%