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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 21 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CINF CINCINNATI FINL CORP Financial Services 1,143.0 $213K 0.01% -159.0 -12.2% $186.12 -7.3%
402 VTWO VANGUARD SCOTTSDALE FDS 1,750.0 $212K 0.01% $121.42 -0.2%
403 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,500.0 $212K 0.01% -3K -45.3% $60.67 +23.4%
404 TDY TELEDYNE TECHNOLOGIES INC Technology 317.0 $211K 0.01% +87.0 +37.8% $666.90 -6.1%
405 FHN FIRST HORIZON CORPORATION Financial Services 8,135.0 $210K 0.01% -500.0 -5.8% $25.81 -5.4%
406 SPGI S&P GLOBAL INC Financial Services 510.0 $208K 0.01% $407.26 +6.9%
407 DERM JOURNEY MED CORP Healthcare 29,200.0 $207K 0.01% +15K +104.2% $7.08 +6.4%
408 SOXX ISHARES TR 318.0 $204K 0.01% -30.0 -8.6% $640.76 -18.0%
409 VFC V F CORP Consumer Cyclical 12,104.0 $202K 0.01% -9K -43.6% $16.68 -18.2%
410 TER TERADYNE INC Technology 415.0 $201K 0.01% +5.0 +1.2% $483.84 -23.1%
411 ASH ASHLAND INC Basic Materials 3,038.0 $200K 0.01% $65.89 +12.2%
412 IJJ ISHARES TR 1,352.0 $200K 0.01% $147.73 +0.3%
413 AZN ASTRAZENECA PLC Healthcare 1,022.0 $194K 0.01% $189.62 -13.2%
414 INDI INDIE SEMICONDUCTOR INC Technology 41,294.0 $185K 0.01% $4.49 -10.0%
415 RQI COHEN & STEERS QUALITY INCOM Financial Services 15,000.0 $185K 0.01% $12.31 +0.2%
416 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 627.0 $184K 0.01% $293.25 +4.2%
417 XITK SPDR SERIES TRUST 935.0 $183K 0.01% -20.0 -2.1% $195.85 +4.2%
418 SUN SUNOCO LP/SUNOCO FIN CORP Energy 2,666.0 $180K 0.00% $67.50 +11.8%
419 VXUS VANGUARD STAR FDS 2,061.0 $176K 0.00% $85.49 +2.9%
420 GILD GILEAD SCIENCES INC Healthcare 1,389.0 $175K 0.00% +120.0 +9.5% $126.34 +17.8%
Page 21 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%