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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 5 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FDX FEDEX CORP Industrials 23,370.0 $7.3M 0.18% +132.0 +0.6% $314.34 +6.9%
82 ET ENERGY TRANSFER L P Energy 383,381.0 $7.3M 0.18% $19.12 +12.1%
83 DELL DELL TECHNOLOGIES INC Technology 16,764.0 $7.2M 0.18% +5K +42.4% $431.46 +7.5%
84 PBR PETROLEO BRASILEIRO S A Energy 422,556.0 $6.8M 0.17% -34K -7.4% $16.17 +9.8%
85 GS GOLDMAN SACHS GROUP INC Financial Services 6,558.0 $6.6M 0.16% -504.0 -7.1% $1011.37 +2.9%
86 DY DYCOM INDS INC Industrials 13,037.0 $6.6M 0.16% -285.0 -2.1% $505.59 -38.5%
87 MS MORGAN STANLEY Financial Services 31,273.0 $6.5M 0.16% -193.0 -0.6% $209.04 +2.4%
88 WM WASTE MGMT INC DEL Industrials 29,288.0 $6.5M 0.16% -334.0 -1.1% $222.88 -0.7%
89 SNDK SANDISK CORP Technology 2,826.0 $6.4M 0.16% +1K +95.6% $2273.73 -34.1%
90 CL COLGATE PALMOLIVE CO Consumer Defensive 69,705.0 $6.4M 0.16% -2K -2.2% $91.68 +0.4%
91 SON SONOCO PRODS CO Consumer Cyclical 107,312.0 $6.0M 0.15% +2K +1.6% $56.35 +2.1%
92 MDLZ MONDELEZ INTL INC Consumer Defensive 103,449.0 $6.0M 0.15% +1K +1.0% $58.33 +8.0%
93 NEE NEXTERA ENERGY INC Utilities 68,034.0 $6.0M 0.15% +775.0 +1.1% $87.77 -4.0%
94 VIG VANGUARD SPECIALIZED FUNDS 24,956.0 $5.9M 0.15% -963.0 -3.7% $236.62 +3.2%
95 ABT ABBOTT LABORATORIES Healthcare 61,261.0 $5.6M 0.14% -9K -12.8% $90.74 +25.7%
96 PANW PALO ALTO NETWORKS INC Technology 16,073.0 $5.5M 0.14% $341.02 -0.5%
97 CVX CHEVRON CORPORATION Energy 32,388.0 $5.4M 0.13% -230.0 -0.7% $165.76 +20.8%
98 PNC PNC FINL SVCS GROUP INC Financial Services 21,577.0 $5.3M 0.13% +857.0 +4.1% $246.22 -0.6%
99 CRI CARTERS INC Consumer Cyclical 126,605.0 $5.2M 0.13% $41.16 -16.7%
100 ORCL ORACLE CORP Technology 35,462.0 $5.2M 0.13% $146.55 +1.6%
Page 5 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%