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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 7 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NGVT INGEVITY CORP Basic Materials 44,722.0 $3.2M 0.09% $71.23 +3.1%
122 SYY SYSCO CORP Consumer Defensive 44,589.0 $3.2M 0.09% -500.0 -1.1% $71.33 +10.3%
123 ADBE ADOBE INC Technology 13,071.0 $3.2M 0.09% +12K +1507.8% $243.08 -19.7%
124 FNDF SCHWAB STRATEGIC TR 64,650.0 $3.2M 0.09% +22K +51.0% $48.93 +10.6%
125 PFE PFIZER INC Healthcare 107,853.0 $3.0M 0.09% $28.08 -10.2%
126 VUG VANGUARD INDEX FDS 6,913.0 $3.0M 0.09% +1K +17.1% $436.79 -80.1%
127 IBIT ISHARES BITCOIN TRUST ETF Financial Services 77,450.0 $3.0M 0.09% +19K +31.6% $38.42 -7.3%
128 GE GE AEROSPACE Industrials 10,254.0 $2.9M 0.09% $284.21 +25.8%
129 YUM YUM BRANDS INC Consumer Cyclical 18,560.0 $2.9M 0.09% $155.48 -2.2%
130 CVS CVS HEALTH CORP Healthcare 39,945.0 $2.9M 0.08% -2K -5.7% $71.82 +36.9%
131 INTC INTEL CORP Technology 63,127.0 $2.8M 0.08% +1K +2.1% $44.13 +203.6%
132 UNF UNIFIRST CORP MASS Industrials 10,941.0 $2.8M 0.08% -549.0 -4.8% $251.59 +3.7%
133 NEBIUS GROUP N.V. 26,480.0 $2.7M 0.08% -450.0 -1.7% $103.76
134 UNH UNITEDHEALTH GROUP INC Healthcare 10,101.0 $2.7M 0.08% +918.0 +10.0% $270.60 +48.2%
135 SCHR SCHWAB STRATEGIC TR 108,392.0 $2.7M 0.08% +2K +1.8% $24.91 -1.2%
136 NFLX NETFLIX INC. Communication Services 28,066.0 $2.7M 0.08% -165.0 -0.6% $96.15 -19.5%
137 NUE NUCOR CORP Basic Materials 15,871.0 $2.7M 0.08% -144.0 -0.9% $169.66 +43.7%
138 SYK STRYKER CORPORATION Healthcare 8,147.0 $2.7M 0.08% +218.0 +2.8% $328.83 -6.4%
139 NEM NEWMONT CORP Basic Materials 24,362.0 $2.6M 0.08% $108.25 -4.1%
140 LH LABCORP HOLDINGS INC Healthcare 9,877.0 $2.6M 0.08% -100.0 -1.0% $266.81 -4.1%
Page 7 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%