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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 4 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EPD ENTERPRISE PRODS PARTNERS L 254,293.0 $9.3M 0.23% $36.76
62 ACN ACCENTURE PLC IRELAND Technology 73,570.0 $9.2M 0.23% -2K -3.2% $124.44 +45.8%
63 HUBB HUBBELL INC Industrials 16,916.0 $8.9M 0.22% +400.0 +2.4% $523.20 -9.7%
64 COF CAPITAL ONE FINL CORP Financial Services 43,922.0 $8.8M 0.22% -801.0 -1.8% $200.62 +8.3%
65 TMO THERMO FISHER SCIENTIFIC INC Healthcare 17,376.0 $8.7M 0.22% +414.0 +2.4% $501.51 +26.4%
66 ENB ENBRIDGE INC Energy 160,004.0 $8.7M 0.21% $54.21 -7.1%
67 KO COCA COLA CO Consumer Defensive 105,989.0 $8.7M 0.21% $81.67 +10.3%
68 INTC INTEL CORP Technology 61,527.0 $8.6M 0.21% -2K -2.5% $139.63 -36.8%
69 KBH KB HOME Consumer Cyclical 135,005.0 $8.4M 0.21% -2K -1.2% $62.59 -10.4%
70 HD HOME DEPOT INC Consumer Cyclical 23,451.0 $8.3M 0.20% $352.69 -5.1%
71 IWR ISHARES TR 74,321.0 $8.2M 0.20% -1K -1.9% $110.32 +2.6%
72 BSX BOSTON SCIENTIFIC CORP Healthcare 188,810.0 $8.1M 0.20% -13K -6.3% $42.68 +12.9%
73 VOO VANGUARD INDEX FDS 11,668.0 $8.0M 0.20% +68.0 +0.6% $686.81 +2.5%
74 TT TRANE TECHNOLOGIES PLC Industrials 16,178.0 $7.9M 0.20% $491.16 -5.7%
75 CTAS CINTAS CORP Industrials 46,497.0 $7.9M 0.20% -832.0 -1.8% $170.08 +21.0%
76 TFC TRUIST FINL CORP Financial Services 151,238.0 $7.5M 0.19% -122K -44.6% $49.82 +1.7%
77 PSX PHILLIPS 66 Energy 44,525.0 $7.5M 0.19% -879.0 -1.9% $169.05 +43.3%
78 BERKSHIRE HATHAWAY INC DEL 10.0 $7.5M 0.19% $748850.00
79 IVV ISHARES TR 9,978.0 $7.5M 0.18% -767.0 -7.1% $748.91 +2.8%
80 NEBIUS GROUP N.V. 26,932.0 $7.4M 0.18% +452.0 +1.7% $276.17
Page 4 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%