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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 8 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GEV GE VERNOVA INC Utilities 2,739.0 $3.2M 0.08% +20.0 +0.7% $1175.34 -19.4%
142 WST WEST PHARMACEUTICAL SVSC INC Healthcare 8,504.0 $3.1M 0.08% +451.0 +5.6% $359.00 -2.5%
143 NVO NOVO-NORDISK A S Healthcare 61,839.0 $3.0M 0.07% +11K +20.8% $47.94 -3.9%
144 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 4,195.0 $3.0M 0.07% $705.04 -1.0%
145 INTU INTUIT Technology 11,302.0 $2.9M 0.07% +11K +1852.0% $261.00 +32.3%
146 YUM YUM BRANDS INC Consumer Cyclical 18,417.0 $2.9M 0.07% -143.0 -0.8% $159.86 -5.5%
147 XLK SELECT SECTOR SPDR TR 15,441.0 $2.9M 0.07% $190.52 -1.6%
148 ADBE ADOBE INC Technology 14,177.0 $2.9M 0.07% +1K +8.5% $205.02 +40.4%
149 UNF UNIFIRST CORP MASS Industrials 10,941.0 $2.9M 0.07% $264.46 +8.0%
150 FRPH FRP HLDGS INC Real Estate 113,934.0 $2.8M 0.07% $24.99 -10.7%
151 FLO FLOWERS FOODS INC Consumer Defensive 355,708.0 $2.8M 0.07% +255K +253.1% $7.90 -11.2%
152 LH LABCORP HOLDINGS INC Healthcare 9,605.0 $2.7M 0.07% -272.0 -2.8% $280.00 +21.9%
153 PFE PFIZER INC Healthcare 106,893.0 $2.6M 0.06% -960.0 -0.9% $24.08 +16.9%
154 HSIC SCHEIN HENRY INC Healthcare 30,800.0 $2.6M 0.06% $83.52 +8.6%
155 IBIT ISHARES BITCOIN TRUST ETF Financial Services 77,000.0 $2.6M 0.06% -450.0 -0.6% $33.29 +36.9%
156 J P MORGAN EXCHANGE TRADED F 35,359.0 $2.6M 0.06% +1K +2.9% $72.28
157 XLV SELECT SECTOR SPDR TR 15,869.0 $2.5M 0.06% -185.0 -1.1% $158.66 +8.8%
158 NEM NEWMONT CORP Basic Materials 26,287.0 $2.5M 0.06% +2K +7.9% $93.40 +42.7%
159 TXN TEXAS INSTRS INC Technology 8,150.0 $2.4M 0.06% $298.07 -10.5%
160 IWF ISHARES TR 19,476.0 $2.4M 0.06% +15K +300.0% $124.17 -0.4%
Page 8 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%