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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 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ODV OSISKO DEVELOPMENT CORP Basic Materials 23,900.0 $59K 0.00% +10K +71.9% $2.46 -7.3%
122 SCHZ SCHWAB STRATEGIC TR 2,499.0 $58K 0.00% +298.0 +13.5% $23.13 -1.2%
123 PHO INVESCO EXCHANGE TRADED FD T 750.0 $52K 0.00% +200.0 +36.4% $69.08 +4.5%
124 VT VANGUARD INTL EQUITY INDEX F 330.0 $52K 0.00% +180.0 +120.0% $156.95 +2.5%
125 XNTK SPDR SERIES TRUST 123.0 $48K 0.00% +1.0 +0.8% $390.65 -8.6%
126 SMCI SUPER MICRO COMPUTER INC Technology 1,535.0 $45K 0.00% +440.0 +40.2% $29.33 +27.5%
127 EFV ISHARES TR 543.0 $42K 0.00% +14.0 +2.6% $76.54 +7.4%
128 BNDX VANGUARD CHARLOTTE FDS 823.0 $40K 0.00% +6.0 +0.7% $48.44 -1.4%
129 CMDY ISHARES U S ETF TR 700.0 $39K 0.00% +100.0 +16.7% $55.23 +12.7%
130 USAR USA RARE EARTH INC Basic Materials 1,500.0 $32K 0.00% +750.0 +100.0% $21.58 -13.1%
131 SCHP SCHWAB STRATEGIC TR 1,214.0 $32K 0.00% +60.0 +5.2% $26.50 -1.7%
132 AIG AMERICAN INTL GROUP INC Financial Services 421.0 $31K 0.00% +400.0 +1904.8% $74.54 +3.3%
133 IVZ INVESCO LTD Financial Services 964.0 $25K 0.00% +214.0 +28.5% $26.39 +26.0%
134 MHK MOHAWK INDS INC Consumer Cyclical 199.0 $24K 0.00% +104.0 +109.5% $121.33 +9.3%
135 MSTR STRATEGY INC Technology 271.0 $24K 0.00% +10.0 +3.8% $86.93 +41.9%
136 EEMV ISHARES INC 293.0 $22K 0.00% +3.0 +1.0% $75.24 +0.1%
137 EFAV ISHARES TR 240.0 $21K 0.00% +5.0 +2.1% $87.60 +7.7%
138 NIHI NEOS ETF TRUST 400.0 $21K 0.00% +200.0 +100.0% $51.53 +2.7%
139 SNOW SNOWFLAKE INC Technology 76.0 $19K +2.0 +2.7% $254.50 +24.4%
140 PFFA ETFIS SER TR I 925.0 $19K +300.0 +48.0% $20.57 +2.0%
Page 7 of 9  ·  174 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%