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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 9 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CHWY CHEWY INC Consumer Cyclical 416.0 $8K +16.0 +4.0% $19.65 +25.6%
162 TDOC TELADOC HEALTH INC Healthcare 900.0 $8K +150.0 +20.0% $8.48 -27.0%
163 PDI PIMCO DYNAMIC INCOME FD Financial Services 450.0 $8K +275.0 +157.1% $16.92 -8.6%
164 AAL AMERICAN AIRLINES GROUP INC Industrials 388.0 $7K +387.0 +10000.0% $18.07 -22.8%
165 LMND LEMONADE INC Financial Services 96.0 $6K +66.0 +220.0% $65.05 -16.3%
166 BXSL BLACKSTONE SECD LENDING FD Financial Services 250.0 $6K +125.0 +100.0% $24.48 +1.4%
167 ASTS AST SPACEMOBILE INC Technology 65.0 $6K +15.0 +30.0% $88.86 -30.2%
168 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 475.0 $5K +225.0 +90.0% $10.92 -11.8%
169 TMC TMC THE METALS COMPANY INC Basic Materials 1,050.0 $5K +950.0 +950.0% $4.43 +12.0%
170 INFQ INFLEQTION INC Technology 238.0 $3K +114.0 +91.9% $13.33 +3.8%
171 OWL BLUE OWL CAPITAL INC Financial Services 279.0 $2K +191.0 +217.1% $8.75 +34.7%
172 MPT MEDICAL PROPERTIES TRUST INC Financial Services 367.0 $2K +6.0 +1.7% $4.72 -12.9%
173 AXON AXON ENTERPRISE INC Industrials 2.0 $1K +1.0 +100.0% $561.00 +9.3%
174 INV INNVENTURE INC Financial Services 92.0 $467.0 +66.0 +253.8% $5.08 -69.9%
Page 9 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%