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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 49 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 200.0 $7K -100.0 -33.3% $35.22 +4.6%
962 ILMN ILLUMINA INC Healthcare 40.0 $7K $175.85 +27.9%
963 AAL AMERICAN AIRLINES GROUP INC Industrials 388.0 $7K +387.0 +10000.0% $18.07 -23.4%
964 IWC ISHARES TR 35.0 $7K $200.06 -1.5%
965 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 300.0 $7K NEW $23.25 +5.7%
966 NSP INSPERITY INC Industrials 168.0 $7K $41.32 +25.6%
967 SONY SONY GROUP CORP Technology 345.0 $7K $20.06 +20.2%
968 IEUR ISHARES TR 90.0 $7K $75.18 +4.4%
969 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 75.0 $7K $90.01 +64.1%
970 VTIP VANGUARD MALVERN FDS 134.0 $7K $50.23 -0.8%
971 DRLL EA SERIES TRUST 200.0 $7K $33.50 +19.9%
972 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 1,000.0 $7K $6.60 -5.2%
973 TRP TC ENERGY CORP Energy 97.0 $6K $66.92 -6.1%
974 AMKR AMKOR TECHNOLOGY INC Technology 75.0 $6K NEW $86.24 -43.9%
975 EZU ISHARES INC 93.0 $6K $69.51 +2.7%
976 FTXO FIRST TR EXCHANGE TRADED FD 155.0 $6K NEW $41.34 +1.7%
977 ACMR ACM RESH INC Technology 50.0 $6K $126.90 -37.7%
978 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 212.0 $6K $29.53 +3.5%
979 NUVB NUVATION BIO INC Healthcare 1,100.0 $6K $5.68 +22.5%
980 OHI OMEGA HEALTHCARE INVS INC Real Estate 131.0 $6K -131.0 -50.0% $47.69 -1.5%
Page 49 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%