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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 40 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 COKE COCA COLA CONS INC Consumer Defensive 100.0 $19K $190.92 +1.8%
782 PFFA ETFIS SER TR I 925.0 $19K +300.0 +48.0% $20.57 +2.2%
783 FXI ISHARES TR 600.0 $19K $31.59 +11.4%
784 MAR MARRIOTT INTL INC NEW Consumer Cyclical 51.0 $19K $370.61 -3.9%
785 SWK STANLEY BLACK & DECKER INC Industrials 200.0 $19K $94.12 +5.5%
786 ROK ROCKWELL AUTOMATION INC Industrials 38.0 $19K +4.0 +11.8% $495.11 -12.9%
787 GDDY GODADDY INC Technology 220.0 $19K $84.88 +15.2%
788 MBB ISHARES TR 195.0 $18K $94.52 -1.0%
789 RPV INVESCO EXCHANGE TRADED FD T 161.0 $18K $113.83 +7.2%
790 BBY BEST BUY INC Consumer Cyclical 235.0 $18K $76.84 +8.0%
791 TEL TE CONNECTIVITY PLC Technology 89.0 $18K $201.62 +0.5%
792 SHY ISHARES TR 218.0 $18K $82.11 -0.1%
793 PB PROSPERITY BANCSHARES INC Financial Services 241.0 $18K $73.63 -1.3%
794 HPQ HP INC Technology 794.0 $18K $22.20 +29.6%
795 NOV NOV INC Energy 950.0 $18K -250.0 -20.8% $18.55 +10.4%
796 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 329.0 $17K $52.65 +18.7%
797 LAMR LAMAR ADVERTISING CO Real Estate 110.0 $17K $155.98 -3.6%
798 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 338.0 $17K +228.0 +207.3% $50.10 +9.4%
799 CBRE CBRE GROUP INC Real Estate 123.0 $17K $134.69 +10.2%
800 ANGLOGOLD ASHANTI PLC 200.0 $16K $80.89
Page 40 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%