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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 22 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CARNIVAL CORP LTD 6,131.0 $175K 0.00% NEW $28.57
422 ONEQ FIDELITY COMWLTH TR 1,688.0 $174K 0.00% $103.22 +1.3%
423 ANET ARISTA NETWORKS INC Technology 1,023.0 $174K 0.00% $169.88 +18.4%
424 DGX QUEST DIAGNOSTICS INC Healthcare 815.0 $173K 0.00% $211.95 +15.4%
425 ESGU ISHARES TR 1,050.0 $172K 0.00% $163.67 +3.4%
426 SPYG SPDR SERIES TRUST 1,435.0 $171K 0.00% $119.02 +2.4%
427 VWO VANGUARD INTL EQUITY INDEX F 2,752.0 $164K 0.00% +46.0 +1.7% $59.69 +2.2%
428 XSMO INVESCO EXCHANGE TRADED FD T 1,753.0 $164K 0.00% -307.0 -14.9% $93.63 -8.5%
429 IYW ISHARES TR 650.0 $164K 0.00% $252.23 +0.6%
430 VMC VULCAN MATLS CO Basic Materials 555.0 $164K 0.00% $295.01 -7.2%
431 JCI JOHNSON CONTROLS INTERNATION Industrials 1,116.0 $164K 0.00% +64.0 +6.1% $146.51 -2.9%
432 FBNC FIRST BANCORP N C Financial Services 2,547.0 $163K 0.00% -34.0 -1.3% $64.17 -0.9%
433 SLB SLB LIMITED Energy 3,486.0 $163K 0.00% -170.0 -4.7% $46.64 +18.0%
434 RFG INVESCO EXCHANGE TRADED FD T 2,500.0 $161K 0.00% $64.53 -3.8%
435 EOG EOG RES INC Energy 1,242.0 $161K 0.00% $129.73 +11.4%
436 EFX EQUIFAX INC Industrials 986.0 $156K 0.00% $158.72 +19.9%
437 DWSN DAWSON GEOPHYSICAL CO NEW Energy 26,225.0 $156K 0.00% $5.94 -45.3%
438 CI THE CIGNA GROUP Healthcare 562.0 $155K 0.00% $275.68 +0.7%
439 PAYX PAYCHEX INC Industrials 1,573.0 $155K 0.00% $98.33 +28.6%
440 ITW ILLINOIS TOOL WKS INC Industrials 566.0 $154K 0.00% $272.08 +3.5%
Page 22 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%