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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 26 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CASS CASS INFORMATION SYS INC Industrials 1,975.0 $101K 0.00% $51.32 +10.7%
502 FTRE FORTREA HLDGS INC Healthcare 5,746.0 $100K 0.00% $17.40 +8.4%
503 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 1,080.0 $99K 0.00% $92.09 -4.6%
504 AFL AFLAC INC Financial Services 845.0 $99K 0.00% $117.25 -0.6%
505 KALU KAISER ALUMINIUM CORPORATION Basic Materials 500.0 $98K 0.00% $195.63 -19.9%
506 OGE OGE ENERGY CORP Utilities 2,000.0 $97K 0.00% $48.66 -5.4%
507 ALB ALBEMARLE CORP Basic Materials 715.0 $97K 0.00% $135.44 +0.2%
508 RSPN INVESCO EXCHANGE TRADED FD T 1,500.0 $96K 0.00% $64.00 -1.9%
509 ESGV VANGUARD WORLD FD 725.0 $96K 0.00% -770.0 -51.5% $132.24 +3.5%
510 PINNACLE FINL PARTNERS INC 947.0 $96K 0.00% $100.88
511 SNX TD SYNNEX CORPORATION Technology 357.0 $95K 0.00% $267.34 -2.7%
512 CASY CASEYS GEN STORES INC Consumer Cyclical 118.0 $94K 0.00% $794.80 -4.0%
513 EIX EDISON INTL Utilities 1,256.0 $94K 0.00% $74.45 -1.0%
514 FLS FLOWSERVE CORP Industrials 1,251.0 $93K 0.00% $74.38 +10.2%
515 WMB WILLIAMS COS INC Energy 1,249.0 $93K 0.00% -417.0 -25.0% $74.34 -0.2%
516 XLI SELECT SECTOR SPDR TR 500.0 $93K 0.00% $185.23 -3.5%
517 WS WORTHINGTON STL INC Basic Materials 2,699.0 $91K 0.00% $33.58 +2.2%
518 BLK BLACKROCK INC Financial Services 94.0 $90K 0.00% +2.0 +2.2% $961.56 +21.4%
519 VKTX VIKING THERAPEUTICS INC Healthcare 2,288.0 $89K 0.00% $39.01 -13.2%
520 FCX FREEPORT MCMORAN INC Basic Materials 1,416.0 $89K 0.00% -40.0 -2.8% $62.89 +24.7%
Page 26 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%