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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 5 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WM WASTE MGMT INC DEL Industrials 29,622.0 $6.8M 0.20% -266.0 -0.9% $229.79 -6.6%
82 CVX CHEVRON CORPORATION Energy 32,618.0 $6.7M 0.20% +194.0 +0.6% $206.90 -16.1%
83 TT TRANE TECHNOLOGIES PLC Industrials 16,178.0 $6.7M 0.20% $416.74 +16.0%
84 NEE NEXTERA ENERGY INC Utilities 67,259.0 $6.2M 0.18% +420.0 +0.6% $92.88 -6.6%
85 CL COLGATE PALMOLIVE CO Consumer Defensive 71,242.0 $6.1M 0.18% -4K -5.6% $85.23 +5.0%
86 GS GOLDMAN SACHS GROUP INC Financial Services 7,062.0 $6.0M 0.17% $845.99 +29.6%
87 MDLZ MONDELEZ INTL INC Consumer Defensive 102,442.0 $6.0M 0.17% +714.0 +0.7% $58.13 +3.4%
88 CRWD CROWDSTRIKE HLDGS INC Technology 15,218.0 $5.9M 0.17% -815.0 -5.1% $390.41 +75.4%
89 SON SONOCO PRODS CO Consumer Cyclical 105,572.0 $5.7M 0.17% $54.09 -6.3%
90 VIG VANGUARD SPECIALIZED FUNDS 25,919.0 $5.6M 0.16% -1K -5.3% $215.06 +9.4%
91 ORCL ORACLE CORP Technology 35,522.0 $5.2M 0.15% +756.0 +2.2% $147.11 +25.3%
92 MS MORGAN STANLEY Financial Services 31,466.0 $5.2M 0.15% +561.0 +1.8% $164.57 +35.6%
93 VUSB VANGUARD BD INDEX FDS 102,736.0 $5.1M 0.15% $49.79 -0.2%
94 AMLP ALPS ETF TR 91,654.0 $4.8M 0.14% +7K +8.5% $52.64 -3.7%
95 TSLA TESLA INC Consumer Cyclical 12,550.0 $4.7M 0.14% +77.0 +0.6% $371.75 +7.7%
96 CRI CARTERS INC Consumer Cyclical 126,915.0 $4.5M 0.13% +2K +1.4% $35.76 +19.0%
97 DY DYCOM INDS INC Industrials 13,322.0 $4.5M 0.13% $338.82 +34.8%
98 MELI MERCADOLIBRE INC Consumer Cyclical 2,538.0 $4.4M 0.13% +139.0 +5.8% $1729.02 -5.4%
99 MLM MARTIN MARIETTA MATLS INC Basic Materials 7,433.0 $4.4M 0.13% $588.68 +3.5%
100 PNC PNC FINL SVCS GROUP INC Financial Services 20,720.0 $4.3M 0.13% +255.0 +1.2% $208.09 +11.5%
Page 5 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%