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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 7 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHF SCHWAB STRATEGIC TR 146,371.0 $4.1M 0.10% +2K +1.5% $27.70 +2.7%
122 IWM ISHARES TR 13,443.0 $4.0M 0.10% -265.0 -1.9% $300.45 -0.5%
123 CVS CVS HEALTH CORP Healthcare 38,130.0 $3.9M 0.10% -2K -4.5% $103.45 -8.8%
124 HBAN HUNTINGTON BANCSHARES INC Financial Services 218,027.0 $3.9M 0.10% +11K +5.2% $17.88 -4.7%
125 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 34,112.0 $3.8M 0.10% $112.74 +14.2%
126 GE GE AEROSPACE Industrials 10,276.0 $3.8M 0.10% $373.73 -5.2%
127 MKL MARKEL GROUP INC Financial Services 1,946.0 $3.8M 0.09% $1953.01 -7.0%
128 SYY SYSCO CORP Consumer Defensive 44,589.0 $3.7M 0.09% $83.58 -0.4%
129 KMB KIMBERLY-CLARK CORP Consumer Defensive 33,483.0 $3.7M 0.09% -2K -4.7% $110.72 -0.3%
130 AGG ISHARES TR 37,340.0 $3.7M 0.09% -6K -13.3% $98.98 -1.1%
131 APH AMPHENOL CORP Technology 20,821.0 $3.7M 0.09% +21K +10000.0% $176.57 -8.6%
132 SCHB SCHWAB STRATEGIC TR 126,591.0 $3.7M 0.09% -9K -6.5% $28.96 +2.2%
133 SCHR SCHWAB STRATEGIC TR 148,507.0 $3.7M 0.09% +40K +37.0% $24.66 -0.8%
134 ARCC ARES CAPITAL CORP Financial Services 196,071.0 $3.6M 0.09% -27K -12.1% $18.53 +7.4%
135 GLW CORNING INC Technology 14,089.0 $3.6M 0.09% -375.0 -2.6% $255.43 -40.2%
136 VUG VANGUARD INDEX FDS 41,322.0 $3.6M 0.09% +34K +497.7% $86.14 +1.5%
137 NUE NUCOR CORP Basic Materials 15,691.0 $3.5M 0.09% -180.0 -1.1% $223.31 +13.2%
138 NGVT INGEVITY CORP Basic Materials 44,722.0 $3.3M 0.08% $74.67 -6.8%
139 HRI HERC HLDGS INC Industrials 23,136.0 $3.3M 0.08% +1K +5.2% $143.34 +9.0%
140 FNDF SCHWAB STRATEGIC TR 62,482.0 $3.3M 0.08% -2K -3.4% $52.76 +5.5%
Page 7 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%