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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 34 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 OKLO OKLO INC Utilities 750.0 $39K 0.00% $52.33 -18.7%
662 LNG CHENIERE ENERGY INC Energy 163.0 $39K 0.00% $239.01 +17.5%
663 ORLA ORLA MNG LTD NEW Basic Materials 3,950.0 $39K 0.00% -5K -57.1% $9.79 -3.6%
664 CMDY ISHARES U S ETF TR 700.0 $39K 0.00% +100.0 +16.7% $55.23 +13.5%
665 FIDELITY COVINGTON TRUST 500.0 $39K 0.00% $77.25
666 CPT CAMDEN PPTY TR Real Estate 334.0 $39K 0.00% $115.55 -8.4%
667 GOVT ISHARES TR 1,694.0 $39K 0.00% $22.78 -1.1%
668 ES EVERSOURCE ENERGY Utilities 530.0 $38K 0.00% $72.27 -1.9%
669 DOX AMDOCS LTD Technology 743.0 $38K 0.00% -200.0 -21.2% $51.11 +22.7%
670 FTGS FIRST TR EXCHANGE-TRADED FD 1,016.0 $38K 0.00% $37.00 +7.3%
671 VCIT VANGUARD SCOTTSDALE FDS 454.0 $38K 0.00% $82.65 -1.5%
672 THC TENET HEALTHCARE CORP Healthcare 200.0 $37K 0.00% $187.08 +43.1%
673 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 1,000.0 $37K 0.00% $36.63 +2.0%
674 IUSB ISHARES TR 793.0 $37K 0.00% $46.15 -1.1%
675 VXF VANGUARD INDEX FDS 148.0 $36K 0.00% -18.0 -10.8% $246.22 -0.2%
676 CHKP CHECK POINT SOFTWARE TECH LT Technology 276.0 $36K 0.00% $131.43 +1.4%
677 CMI CUMMINS INC Industrials 50.0 $36K 0.00% $713.22 -19.5%
678 VSNT VERSANT MEDIA GROUP INC Industrials 987.0 $36K 0.00% $36.01 +9.6%
679 DFAU DIMENSIONAL ETF TRUST 684.0 $35K 0.00% $51.69 +3.1%
680 ACM AECOM Industrials 500.0 $35K 0.00% $69.80 -5.1%
Page 34 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%