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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 25 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SMH VANECK ETF TRUST 177.0 $116K 0.00% +2.0 +1.1% $655.89 -12.6%
482 HSY HERSHEY CO Consumer Defensive 645.0 $113K 0.00% $175.45 +3.3%
483 BAX BAXTER INTL INC Healthcare 5,300.0 $113K 0.00% $21.33 +21.6%
484 MFC MANULIFE FINL CORP Financial Services 2,709.0 $110K 0.00% $40.51 +6.5%
485 DHR DANAHER CORP DEL Healthcare 572.0 $109K 0.00% $190.63 +13.2%
486 VSAT VIASAT INC Technology 1,213.0 $109K 0.00% $89.81 -19.0%
487 VFQY VANGUARD WELLINGTON FD 634.0 $108K 0.00% $170.29 +4.6%
488 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1,200.0 $108K 0.00% $89.64 -3.5%
489 RF REGIONS FINANCIAL CORP NEW Financial Services 3,526.0 $107K 0.00% $30.47 -0.2%
490 F FORD MTR CO Consumer Cyclical 7,727.0 $107K 0.00% -125.0 -1.6% $13.90 +0.5%
491 TOL TOLL BROTHERS INC Consumer Cyclical 650.0 $107K 0.00% $164.75 -11.9%
492 ULTA ULTA BEAUTY INC Consumer Cyclical 234.0 $106K 0.00% $450.98 +19.8%
493 AEE AMEREN CORP Utilities 931.0 $105K 0.00% $113.04 -5.6%
494 MSI MOTOROLA SOLUTIONS INC Technology 251.0 $105K 0.00% -14.0 -5.3% $416.50 +16.8%
495 EMQQ EXCHANGE TRADED CONCEPTS TRU 3,299.0 $103K 0.00% $31.20 +8.2%
496 BLDR BUILDERS FIRSTSOURCE INC Industrials 1,150.0 $103K 0.00% +200.0 +21.1% $89.48 -24.9%
497 BND VANGUARD BD INDEX FDS 1,396.0 $102K 0.00% +86.0 +6.6% $73.41 -1.2%
498 DECK DECKERS OUTDOOR CORP Consumer Cyclical 1,032.0 $102K 0.00% $99.29 -13.1%
499 EBAY EBAY INC. Consumer Cyclical 916.0 $102K 0.00% -100.0 -9.8% $111.75 -8.5%
500 ODFL OLD DOMINION FREIGHT LINE IN Industrials 470.0 $102K 0.00% $216.60 -7.6%
Page 25 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%