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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 47 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 L LOEWS CORP Financial Services 80.0 $9K $113.21 -2.0%
922 MAA MID-AMER APT CMNTYS INC Real Estate 65.0 $9K -25.0 -27.8% $138.95 -5.4%
923 BKNG BOOKING HOLDINGS INC Consumer Cyclical 50.0 $9K +48.0 +2400.0% $178.24 +17.2%
924 GPIQ GOLDMAN SACHS ETF TR 150.0 $9K NEW $59.31 -4.6%
925 HWM HOWMET AEROSPACE INC Industrials 33.0 $9K $268.88 +0.2%
926 AEGON LTD 1,020.0 $9K $8.68
927 NATWEST GROUP PLC 500.0 $9K $17.63
928 BSRR SIERRA BANCORP Financial Services 215.0 $9K $40.76 -3.1%
929 IYE ISHARES TR 150.0 $8K $56.59 +16.7%
930 CAG CONAGRA BRANDS INC Consumer Defensive 630.0 $8K +9.0 +1.4% $13.46 +20.3%
931 YETI YETI HLDGS INC Consumer Cyclical 171.0 $8K $49.56 -15.7%
932 PCN PIMCO CORPORATE & INCM STRG Financial Services 700.0 $8K NEW $12.06 -2.8%
933 FS SPECIALTY LENDING FD 757.0 $8K $11.15
934 MSCI MSCI INC Financial Services 15.0 $8K $560.07 +0.7%
935 IDVO AMPLIFY ETF TR 200.0 $8K $42.00 +3.1%
936 EWH ISHARES INC 400.0 $8K $20.92 +9.7%
937 FSK FS KKR CAP CORP Financial Services 794.0 $8K $10.50 +15.8%
938 ITIC INVESTORS TITLE CO NC Financial Services 30.0 $8K $273.70 +11.8%
939 NOG NORTHERN OIL & GAS INC Energy 440.0 $8K $18.60 +39.9%
940 CHWY CHEWY INC Consumer Cyclical 416.0 $8K +16.0 +4.0% $19.65 +16.9%
Page 47 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%