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Portfolio (Quarterly) Guide ↗

SALEM INVESTMENT COUNSELORS INC

· CIK 0000884423
13F Portfolio $3.5B AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 391 New
Page 9 of 20  ·  391 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 QXO QXO INC Industrials 94,475.0 $1.8M 0.05% NEW $19.29 -25.0%
162 WST WEST PHARMACEUTICAL SVSC INC Healthcare 6,561.0 $1.8M 0.05% NEW $275.14 +30.8%
163 TEM TEMPUS AI INC Healthcare 30,180.0 $1.8M 0.05% NEW $59.05 -11.2%
164 J P MORGAN EXCHANGE TRADED F 27,416.0 $1.7M 0.05% NEW $63.18
165 GLW CORNING INC Technology 19,614.0 $1.7M 0.05% NEW $87.56 +76.1%
166 SOMNIGROUP INTERNATIONAL INC 19,200.0 $1.7M 0.05% NEW $89.28
167 GEV GE VERNOVA INC Utilities 2,606.0 $1.7M 0.05% NEW $653.57 +60.4%
168 MILLROSE PPTYS INC 55,066.0 $1.6M 0.05% NEW $29.87
169 AXP AMERICAN EXPRESS CO Financial Services 4,400.0 $1.6M 0.05% NEW $369.95 -4.0%
170 DHI D R HORTON INC Consumer Cyclical 11,270.0 $1.6M 0.05% NEW $144.03 +3.7%
171 USMV ISHARES TR 17,138.0 $1.6M 0.05% NEW $94.16 +2.6%
172 MO ALTRIA GROUP INC Consumer Defensive 27,029.0 $1.6M 0.04% NEW $58.70 +26.5%
173 RDVT RED VIOLET INC Technology 27,558.0 $1.6M 0.04% NEW $56.95 +14.0%
174 IVE ISHARES TR 7,270.0 $1.5M 0.04% NEW $212.07 +9.0%
175 HCA HCA HEALTHCARE INC Healthcare 3,251.0 $1.5M 0.04% NEW $466.86 -20.2%
176 FNDX SCHWAB STRATEGIC TR 55,487.0 $1.5M 0.04% NEW $27.21 +15.5%
177 DELL DELL TECHNOLOGIES INC Technology 11,905.0 $1.5M 0.04% NEW $125.88 +216.3%
178 FN FABRINET Technology 3,231.0 $1.5M 0.04% NEW $455.28 +2.7%
179 CPNG COUPANG INC Consumer Cyclical 61,240.0 $1.4M 0.04% NEW $23.59 -29.0%
180 IXN ISHARES TR 13,536.0 $1.4M 0.04% NEW $105.00 +26.3%
Page 9 of 20  ·  391 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 36.0%
Consumer Cyclical 18.4%
Communication Services 11.3%
Healthcare 10.0%
Financial Services 9.9%
Industrials 5.3%
Consumer Defensive 4.7%
Energy 2.1%
Basic Materials 1.3%
Utilities 0.7%