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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 4 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PBR PETROLEO BRASILEIRO S A Energy 456,331.0 $9.5M 0.28% -46K -9.2% $20.75 -19.3%
62 SCHA SCHWAB STRATEGIC TR 310,674.0 $9.0M 0.27% +7K +2.1% $29.08 +21.0%
63 ENB ENBRIDGE INC Energy 160,154.0 $8.7M 0.25% +954.0 +0.6% $54.14 +0.8%
64 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 110,499.0 $8.4M 0.25% +6K +6.0% $76.16 +12.4%
65 TMO THERMO FISHER SCIENTIFIC INC Healthcare 16,962.0 $8.3M 0.24% +502.0 +3.0% $491.67 -5.5%
66 FDX FEDEX CORP Industrials 23,238.0 $8.3M 0.24% $357.62 -8.8%
67 PSX PHILLIPS 66 Energy 45,404.0 $8.3M 0.24% -637.0 -1.4% $182.18 -8.8%
68 COF CAPITAL ONE FINL CORP Financial Services 44,723.0 $8.2M 0.24% +306.0 +0.7% $182.43 +10.5%
69 KO COCA COLA CO Consumer Defensive 106,375.0 $8.1M 0.24% +714.0 +0.7% $76.46 +3.8%
70 HUBB HUBBELL INC Industrials 16,516.0 $8.1M 0.24% -174.0 -1.0% $490.74 +6.7%
71 CTAS CINTAS CORP Industrials 47,329.0 $8.0M 0.23% NEW $169.14 +1.0%
72 IRM IRON MTN INC DEL Real Estate 78,121.0 $8.0M 0.23% +643.0 +0.8% $102.14 +25.1%
73 HD HOME DEPOT INC Consumer Cyclical 23,419.0 $7.7M 0.23% +120.0 +0.5% $328.90 +1.6%
74 ET ENERGY TRANSFER L P Energy 383,340.0 $7.4M 0.22% $19.30 -2.8%
75 IWR ISHARES TR 75,771.0 $7.4M 0.22% $97.23 +11.6%
76 ABT ABBOTT LABORATORIES Healthcare 70,246.0 $7.2M 0.21% -7K -9.1% $102.67 -13.9%
77 BERKSHIRE HATHAWAY INC DEL 10.0 $7.2M 0.21% $718140.00
78 KBH KB HOME Consumer Cyclical 136,670.0 $7.1M 0.21% -2K -1.5% $51.75 +4.7%
79 IVV ISHARES TR 10,745.0 $7.0M 0.21% -192.0 -1.8% $653.20 +14.8%
80 VOO VANGUARD INDEX FDS 11,600.0 $6.9M 0.20% -164.0 -1.4% $597.56 +15.2%
Page 4 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%