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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 52 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 RGCO RGC RES INC Utilities 191.0 $5K $23.90 -8.0%
1022 TMUS T-MOBILE US INC Communication Services 27.0 $5K $167.74 +7.1%
1023 PAA PLAINS ALL AMERN PIPELINE L Energy 200.0 $4K $22.26 +15.1%
1024 LPG DORIAN LPG LTD Energy 125.0 $4K $34.78 +37.7%
1025 INBK FIRST INTERNET BANCORP Financial Services 155.0 $4K $27.86 -1.6%
1026 UHS UNIVERSAL HLTH SVCS INC Healthcare 29.0 $4K NEW $148.72 +20.1%
1027 QTUM ETF SER SOLUTIONS 26.0 $4K $165.38 -10.0%
1028 VST VISTRA CORP Utilities 27.0 $4K $159.07 -12.0%
1029 HVAC ADVISORSHARES TR 100.0 $4K $42.36 -19.1%
1030 FMAG FIDELITY COVINGTON TRUST 115.0 $4K $36.77 -1.5%
1031 PLSE PULSE BIOSCIENCES INC Healthcare 150.0 $4K $27.73 +73.4%
1032 HIG HARTFORD INSURANCE GROUP INC Financial Services 31.0 $4K $133.13 +5.1%
1033 AME AMETEK INC Industrials 17.0 $4K $241.94 +1.3%
1034 ROCY J P MORGAN EXCHANGE TRADED F 75.0 $4K NEW $54.17 +1.5%
1035 ING ING GROEP N.V. Financial Services 129.0 $4K $31.39 +13.3%
1036 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 231.0 $4K -26.0 -10.1% $17.41 +16.4%
1037 CLH CLEAN HARBORS INC Industrials 13.0 $4K $298.77 +5.0%
1038 CIBR FIRST TR EXCHANGE-TRADED FD 43.0 $4K $89.86 +4.2%
1039 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 410.0 $4K $9.39 +22.9%
1040 XME SPDR SERIES TRUST 36.0 $4K $106.94 +12.5%
Page 52 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%