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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 51 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 B BARRICK MNG CORP Basic Materials 150.0 $6K $36.73 +27.9%
1002 FITB FIFTH THIRD BANCORP Financial Services 96.0 $5K $56.77 -2.9%
1003 SEM SELECT MED HLDGS CORP Healthcare 327.0 $5K $16.51 -0.0%
1004 HDB HDFC BANK LTD Financial Services 204.0 $5K $25.83 -10.3%
1005 ACGL ARCH CAP GROUP LTD Financial Services 54.0 $5K $97.07 +3.8%
1006 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 475.0 $5K +225.0 +90.0% $10.92 -11.3%
1007 SAN BANCO SANTANDER SA Financial Services 366.0 $5K $13.80 +6.5%
1008 UMAC UNUSUAL MACHS INC Financial Services 225.0 $5K $22.30 +7.1%
1009 EL LAUDER ESTEE COS INC Consumer Defensive 62.0 $5K $79.21 +32.6%
1010 VYMI VANGUARD WHITEHALL FDS 50.0 $5K $98.20 +7.5%
1011 NET CLOUDFLARE INC Technology 20.0 $5K $245.30 +16.0%
1012 IDEV ISHARES TR 55.0 $5K $89.02 +4.9%
1013 ISHARES TR 96.0 $5K $49.55
1014 FSLR FIRST SOLAR INC Energy 20.0 $5K $236.00 -12.7%
1015 RALLIANT CORP 64.0 $5K $73.64
1016 TMC TMC THE METALS COMPANY INC Basic Materials 1,050.0 $5K +950.0 +950.0% $4.43 +13.1%
1017 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 215.0 $5K $21.45 +22.0%
1018 SPOT SPOTIFY TECHNOLOGY S A Communication Services 10.0 $5K $459.20 +19.8%
1019 IREN IREN LIMITED Financial Services 100.0 $5K -300.0 -75.0% $45.73 -13.4%
1020 BIDU BAIDU INC Communication Services 40.0 $5K $114.30 -18.4%
Page 51 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%