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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 6 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSLA TESLA INC Consumer Cyclical 12,130.0 $5.1M 0.13% -420.0 -3.4% $420.60 -17.8%
102 MELI MERCADOLIBRE INC Consumer Cyclical 2,865.0 $4.9M 0.12% +327.0 +12.9% $1697.39 +14.9%
103 AMLP ALPS ETF TR 92,734.0 $4.8M 0.12% +1K +1.2% $51.85 +7.0%
104 VUSB VANGUARD BD INDEX FDS 96,406.0 $4.8M 0.12% -6K -6.2% $49.78 -0.0%
105 TROW PRICE T ROWE GROUP INC Financial Services 41,923.0 $4.8M 0.12% -798.0 -1.9% $113.69 -1.0%
106 HONEYWELL INTL INC 21,033.0 $4.7M 0.12% NEW $223.90
107 QQQ INVESCO QQQ TR Financial Services 6,297.0 $4.6M 0.12% $736.96 -3.5%
108 PSCI INVESCO EXCH TRADED FD TR II 24,793.0 $4.6M 0.11% $186.06 -5.1%
109 NTRA NATERA INC Healthcare 16,530.0 $4.5M 0.11% $271.45 +24.7%
110 HONEYWELL AEROSPACE INC 20,217.0 $4.5M 0.11% NEW $221.07
111 PERSHING SQUARE USA LTD 118,875.0 $4.4M 0.11% NEW $37.38
112 C CITIGROUP INC Financial Services 30,590.0 $4.3M 0.11% $139.96 -4.6%
113 MLM MARTIN MARIETTA MATLS INC Basic Materials 7,388.0 $4.3M 0.11% -45.0 -0.6% $576.70 -7.7%
114 UNH UNITEDHEALTH GROUP INC Healthcare 10,200.0 $4.2M 0.10% +99.0 +1.0% $415.65 -3.5%
115 MTD METTLER TOLEDO INTERNATIONAL Healthcare 3,300.0 $4.2M 0.10% $1277.51 +9.5%
116 J P MORGAN EXCHANGE TRADED F 82,300.0 $4.2M 0.10% +3K +3.9% $50.57
117 PM PHILIP MORRIS INTL INC Consumer Defensive 22,752.0 $4.1M 0.10% -500.0 -2.1% $182.36 +6.4%
118 TXT TEXTRON INC Industrials 44,913.0 $4.1M 0.10% -455.0 -1.0% $91.73 -9.2%
119 VBIL VANGUARD INSTL INDEX FD 54,425.0 $4.1M 0.10% $75.68 +0.0%
120 DUK DUKE ENERGY CORP NEW Utilities 32,050.0 $4.1M 0.10% +664.0 +2.1% $126.58 -3.7%
Page 6 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%