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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 35 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 HOG HARLEY DAVIDSON INC Consumer Cyclical 1,415.0 $35K 0.00% $24.46 +13.8%
682 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 2,250.0 $35K 0.00% $15.35 +11.4%
683 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 398.0 $34K 0.00% -226.0 -36.2% $86.33 +15.2%
684 EQR EQUITY RESIDENTIAL Real Estate 500.0 $34K 0.00% $68.63 -0.7%
685 LNT ALLIANT ENERGY CORP Utilities 449.0 $34K 0.00% $76.29 -10.6%
686 CME CME GROUP INC Financial Services 155.0 $34K 0.00% $220.83 +27.2%
687 BOTZ GLOBAL X FDS 899.0 $34K 0.00% $37.96 -4.8%
688 BDX BECTON DICKINSON & CO Healthcare 223.0 $34K 0.00% $151.33 +24.3%
689 FE FIRSTENERGY CORP Utilities 706.0 $34K 0.00% $47.54 -2.7%
690 DAL DELTA AIR LINES INC Industrials 357.0 $33K 0.00% $93.66 -13.4%
691 AR ANTERO RESOURCES CORP Energy 943.0 $33K 0.00% $35.14 +9.6%
692 AGNC AGNC INVT CORP Real Estate 3,000.0 $33K 0.00% $11.02 -0.7%
693 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 125.0 $33K 0.00% $263.26 +37.2%
694 CRL CHARLES RIV LABS INTL INC Healthcare 145.0 $33K 0.00% $226.79 +30.7%
695 KVYO KLAVIYO INC Technology 2,150.0 $32K 0.00% $15.10 +29.9%
696 USAR USA RARE EARTH INC Basic Materials 1,500.0 $32K 0.00% +750.0 +100.0% $21.58 -10.8%
697 AKTS AKTIS ONCOLOGY INC Healthcare 1,000.0 $32K 0.00% $32.23 -18.8%
698 SCHP SCHWAB STRATEGIC TR 1,214.0 $32K 0.00% +60.0 +5.2% $26.50 -1.7%
699 MTH MERITAGE HOMES CORP Consumer Cyclical 380.0 $32K 0.00% $83.85 -15.9%
700 NTIC NORTHERN TECHNOLOGIES INTL C Basic Materials 3,708.0 $32K 0.00% $8.56 -5.7%
Page 35 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%