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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 2 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHA SCHWAB STRATEGIC TR 310,674.0 $9.0M 0.27% +7K +2.1% $29.08 +21.0%
22 ENB ENBRIDGE INC Energy 160,154.0 $8.7M 0.25% +954.0 +0.6% $54.14 +0.8%
23 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 110,499.0 $8.4M 0.25% +6K +6.0% $76.16 +12.4%
24 TMO THERMO FISHER SCIENTIFIC INC Healthcare 16,962.0 $8.3M 0.24% +502.0 +3.0% $491.67 -5.5%
25 COF CAPITAL ONE FINL CORP Financial Services 44,723.0 $8.2M 0.24% +306.0 +0.7% $182.43 +10.5%
26 KO COCA COLA CO Consumer Defensive 106,375.0 $8.1M 0.24% +714.0 +0.7% $76.46 +3.8%
27 IRM IRON MTN INC DEL Real Estate 78,121.0 $8.0M 0.23% +643.0 +0.8% $102.14 +25.1%
28 HD HOME DEPOT INC Consumer Cyclical 23,419.0 $7.7M 0.23% +120.0 +0.5% $328.90 +1.6%
29 CVX CHEVRON CORPORATION Energy 32,618.0 $6.7M 0.20% +194.0 +0.6% $206.90 -16.1%
30 NEE NEXTERA ENERGY INC Utilities 67,259.0 $6.2M 0.18% +420.0 +0.6% $92.88 -6.6%
31 MDLZ MONDELEZ INTL INC Consumer Defensive 102,442.0 $6.0M 0.17% +714.0 +0.7% $58.13 +3.4%
32 ORCL ORACLE CORP Technology 35,522.0 $5.2M 0.15% +756.0 +2.2% $147.11 +25.3%
33 MS MORGAN STANLEY Financial Services 31,466.0 $5.2M 0.15% +561.0 +1.8% $164.57 +35.6%
34 AMLP ALPS ETF TR 91,654.0 $4.8M 0.14% +7K +8.5% $52.64 -3.7%
35 TSLA TESLA INC Consumer Cyclical 12,550.0 $4.7M 0.14% +77.0 +0.6% $371.75 +7.7%
36 CRI CARTERS INC Consumer Cyclical 126,915.0 $4.5M 0.13% +2K +1.4% $35.76 +19.0%
37 MELI MERCADOLIBRE INC Consumer Cyclical 2,538.0 $4.4M 0.13% +139.0 +5.8% $1729.02 -5.4%
38 PNC PNC FINL SVCS GROUP INC Financial Services 20,720.0 $4.3M 0.13% +255.0 +1.2% $208.09 +11.5%
39 AGG ISHARES TR 43,073.0 $4.3M 0.12% +2K +4.0% $99.27 -0.4%
40 J P MORGAN EXCHANGE TRADED F 79,190.0 $4.0M 0.12% +1K +1.9% $50.61
Page 2 of 6  ·  106 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%