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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 38 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 IWS ISHARES TR 144.0 $24K 0.00% $164.60 +4.6%
742 HTGC HERCULES CAPITAL INC Financial Services 1,500.0 $24K 0.00% -35.0 -2.3% $15.77 +11.4%
743 MSTR STRATEGY INC Technology 271.0 $24K 0.00% +10.0 +3.8% $86.93 +60.3%
744 BP BP PLC Energy 636.0 $24K 0.00% -84.0 -11.7% $36.97 +14.1%
745 BTCO INVESCO GALAXY BITCOIN ETF Financial Services 402.0 $23K 0.00% $58.40 +37.7%
746 MBC MASTERBRAND INC Consumer Cyclical 2,272.0 $23K 0.00% $10.29 -14.4%
747 CNC CENTENE CORP DEL Healthcare 364.0 $23K 0.00% $64.19 +2.8%
748 UPS UNITED PARCEL SVCS INC Industrials 217.0 $23K 0.00% $107.50 -1.5%
749 UBSI UNITED BANKSHARES INC WEST V Financial Services 501.0 $23K 0.00% $46.21 +2.8%
750 CRS CARPENTER TECHNOLOGY CORP Industrials 37.0 $23K 0.00% $616.86 -20.9%
751 APLD APPLIED DIGITAL CORP Technology 607.0 $23K 0.00% -25.0 -4.0% $37.30 -24.8%
752 EEMA ISHARES INC 193.0 $23K 0.00% $116.96 -0.3%
753 AMTM AMENTUM HOLDINGS INC Industrials 1,082.0 $22K 0.00% NEW $20.67 -0.7%
754 VCR VANGUARD WORLD FD 56.0 $22K 0.00% $396.62 -1.4%
755 MP MP MATERIALS CORP Basic Materials 395.0 $22K 0.00% $56.01 +5.3%
756 EEMV ISHARES INC 293.0 $22K 0.00% +3.0 +1.0% $75.24 +0.7%
757 SSNC SS&C TECH HLDGS Technology 355.0 $22K 0.00% -45.0 -11.2% $62.05 +34.6%
758 EMLP FIRST TR EXCHANGE-TRADED FD 503.0 $22K 0.00% $43.50 +1.6%
759 COWZ PACER FDS TR 350.0 $22K 0.00% $62.20 +16.2%
760 OGN ORGANON & CO Healthcare 1,598.0 $22K 0.00% $13.54 +1.7%
Page 38 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%