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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 8 of 20  ·  391 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AKRE PROFESIONALLY MANAGED PORTFO 38,045.0 $2.5M 0.07% NEW $65.51 -13.2%
142 XLV SELECT SECTOR SPDR TR 16,066.0 $2.5M 0.07% NEW $154.80 +4.5%
143 NEM NEWMONT CORP Basic Materials 24,362.0 $2.4M 0.07% NEW $99.85 -9.0%
144 HSIC HENRY SCHEIN INC Healthcare 31,050.0 $2.3M 0.07% NEW $75.58 +16.8%
145 IWF ISHARES TR 4,941.0 $2.3M 0.07% NEW $473.30 -74.4%
146 INTC INTEL CORP Technology 61,834.0 $2.3M 0.06% NEW $36.90 +162.8%
147 NEBIUS GROUP N.V. 26,930.0 $2.3M 0.06% NEW $83.70
148 XLK SELECT SECTOR SPDR TR 15,527.0 $2.2M 0.06% NEW $143.97 +23.3%
149 ZS ZSCALER INC Technology 9,919.0 $2.2M 0.06% NEW $224.92 -34.9%
150 UNF UNIFIRST CORP MASS Industrials 11,490.0 $2.2M 0.06% NEW $193.26 +51.4%
151 DVY ISHARES TR 15,253.0 $2.2M 0.06% NEW $141.14 +15.1%
152 EMR EMERSON ELEC CO Industrials 15,980.0 $2.1M 0.06% NEW $132.72 +4.8%
153 PINS PINTEREST INC Communication Services 81,546.0 $2.1M 0.06% NEW $25.89 -10.9%
154 VTI VANGUARD INDEX FDS 6,184.0 $2.1M 0.06% NEW $335.27 +10.5%
155 MGC VANGUARD WORLD FD 8,106.0 $2.0M 0.06% NEW $251.17 +9.5%
156 WBD WARNER BROS DISCOVERY INC Communication Services 69,455.0 $2.0M 0.06% NEW $28.82 -5.3%
157 FNDF SCHWAB STRATEGIC TR 42,812.0 $1.9M 0.06% NEW $45.21 +16.9%
158 BRO BROWN & BROWN INC Financial Services 24,000.0 $1.9M 0.05% NEW $79.70 -12.9%
159 IBM INTERNATIONAL BUSINESS MACHS Technology 6,276.0 $1.9M 0.05% NEW $296.21 -26.0%
160 CPRT COPART INC Industrials 46,633.0 $1.8M 0.05% NEW $39.15 -27.7%
Page 8 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%