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Portfolio (Quarterly) Guide ↗

SALEM INVESTMENT COUNSELORS INC

· CIK 0000884423
13F Portfolio $3.4B AUM 1,238 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 850 New 106 Added 110 Reduced 3 Exited
Page 3 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UI UBIQUITI INC Technology 19,146.0 $15.1M 0.44% -875.0 -4.4% $790.29 -25.4%
42 ACN ACCENTURE PLC IRELAND Technology 76,017.0 $15.1M 0.44% -2K -2.8% $198.29 -35.5%
43 QCOM QUALCOMM INC Technology 114,343.0 $14.7M 0.43% +881.0 +0.8% $128.78 +75.6%
44 PG PROCTER & GAMBLE CO Consumer Defensive 101,819.0 $14.7M 0.43% -2K -1.7% $144.44 +4.1%
45 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 184,492.0 $13.1M 0.39% +8K +4.6% $71.18 -13.5%
46 BCPC BALCHEM CORP Basic Materials 76,345.0 $12.9M 0.38% $169.48 -2.1%
47 BSX BOSTON SCIENTIFIC CORP Healthcare 201,532.0 $12.6M 0.37% +5K +2.8% $62.75 -27.8%
48 TFC TRUIST FINL CORP Financial Services 272,825.0 $12.5M 0.37% -2K -0.7% $45.97 +5.1%
49 MRVL MARVELL TECHNOLOGY INC Technology 120,970.0 $12.0M 0.35% +10K +9.0% $99.05 +213.6%
50 ETN EATON CORP PLC Industrials 33,301.0 $11.9M 0.35% +830.0 +2.6% $357.67 +17.9%
51 KMI KINDER MORGAN INC DEL Energy 346,971.0 $11.6M 0.34% $33.53 -5.8%
52 AMGN AMGEN INC Healthcare 30,709.0 $10.8M 0.32% +775.0 +2.6% $351.85 -4.1%
53 AEP AMERICAN ELEC PWR CO INC Utilities 81,308.0 $10.7M 0.31% -1K -1.4% $131.08 -2.6%
54 NVS NOVARTIS AG Healthcare 68,728.0 $10.5M 0.31% +63K +1187.8% $152.75 -3.7%
55 AVGO BROADCOM INC Technology 33,801.0 $10.5M 0.31% +1K +3.3% $309.51 +32.9%
56 ASML ASML HLDG NV Technology 7,638.0 $10.1M 0.30% +203.0 +2.7% $1320.83 +46.1%
57 MMM 3M CO Industrials 68,611.0 $10.0M 0.29% $145.23 +10.6%
58 RIO RIO TINTO PLC Basic Materials 105,137.0 $9.8M 0.29% +6K +5.7% $93.53 +7.0%
59 HON HONEYWELL INTL INC Industrials 42,709.0 $9.7M 0.28% -787.0 -1.8% $226.03 +1.3%
60 EPD ENTERPRISE PRODS PARTNERS L Energy 254,426.0 $9.6M 0.28% $37.84 -3.3%
Page 3 of 62  ·  1,238 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 33.9%
Consumer Cyclical 18.6%
Communication Services 10.6%
Healthcare 9.8%
Financial Services 9.5%
Industrials 6.4%
Consumer Defensive 5.3%
Energy 2.9%
Basic Materials 1.6%
Utilities 0.9%