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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 29 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PPG PPG INDS INC Basic Materials 549.0 $67K 0.00% $121.29 -6.5%
562 O REALTY INCOME CORP Real Estate 1,060.0 $66K 0.00% -550.0 -34.2% $61.96 -0.3%
563 VONG VANGUARD SCOTTSDALE FDS 511.0 $65K 0.00% $127.81 -0.1%
564 XYL XYLEM INC Industrials 550.0 $65K 0.00% $118.21 -4.7%
565 LQD ISHARES TR 592.0 $65K 0.00% +17.0 +3.0% $109.07 -2.1%
566 QQQI NEOS ETF TRUST 1,125.0 $64K 0.00% +100.0 +9.8% $56.79 -3.6%
567 VPU VANGUARD WORLD FD 326.0 $64K 0.00% $195.73 -4.6%
568 RNST RENASANT CORP Financial Services 1,493.0 $64K 0.00% $42.54 -3.0%
569 BHP BHP BILLITON LIMITED Basic Materials 755.0 $63K 0.00% $83.31 +15.7%
570 BKR BAKER HUGHES COMPANY Energy 1,133.0 $63K 0.00% $55.50 +11.9%
571 EFG ISHARES TR 502.0 $62K 0.00% $124.42 +1.0%
572 CMS CMS ENERGY CORP Utilities 810.0 $62K 0.00% $76.50 -10.7%
573 UNILEVER PLC 1,023.0 $62K 0.00% $60.12
574 FNDA SCHWAB STRATEGIC TR 1,610.0 $61K 0.00% $38.06 -1.2%
575 GIS GENERAL MILLS INC Consumer Defensive 1,760.0 $61K 0.00% -3K -63.1% $34.80 +16.2%
576 WEC WEC ENERGY GROUP INC Utilities 519.0 $61K 0.00% $116.77 -9.0%
577 SPEM SPDR INDEX SHS FDS 1,163.0 $60K 0.00% $51.78 +2.1%
578 VOE VANGUARD INDEX FDS 305.0 $60K 0.00% $197.31 +5.6%
579 ENVX ENOVIX CORPORATION Industrials 9,912.0 $60K 0.00% -4K -29.2% $6.07 -40.9%
580 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 735.0 $60K 0.00% $81.16 -9.6%
Page 29 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%