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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 22 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NGG NATIONAL GRID PLC Utilities 172.0 $15K NEW $84.60 -6.1%
422 ZG ZILLOW GROUP INC Communication Services 350.0 $14K NEW $41.39 -21.5%
423 ITT ITT INC Industrials 75.0 $14K NEW $190.92 +3.1%
424 SWK STANLEY BLACK & DECKER INC Industrials 200.0 $14K NEW $71.06 +22.1%
425 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 944.0 $14K NEW $15.05 +9.8%
426 CEFS EXCHANGE LISTED FDS TR 625.0 $14K NEW $22.55 +14.1%
427 XMHQ INVESCO EXCHANGE TRADED FD T 136.0 $14K NEW $103.38 +7.1%
428 INDA ISHARES TR 300.0 $14K NEW $46.84 +5.8%
429 LAMR LAMAR ADVERTISING CO Real Estate 110.0 $14K NEW $126.66 +18.1%
430 SAM BOSTON BEER INC Consumer Defensive 60.0 $14K NEW $230.40 -23.6%
431 CHTR CHARTER COMMUNICATIONS INC Communication Services 64.0 $14K NEW $215.89 -41.5%
432 IREN IREN LIMITED Financial Services 400.0 $14K NEW $34.28 +74.9%
433 ICLN ISHARES TR 749.0 $14K NEW $18.29 +15.4%
434 CC CHEMOURS CO Basic Materials 621.0 $14K NEW $22.03 -1.2%
435 GSIE GOLDMAN SACHS ETF TR 317.0 $14K NEW $43.13 +7.4%
436 SKT TANGER INC Real Estate 400.0 $14K NEW $33.98 +15.2%
437 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 787.0 $13K NEW $16.97 +24.2%
438 FLIN FRANKLIN TEMPLETON ETF TR 400.0 $13K NEW $33.22 +6.8%
439 TSEM TOWER SEMICONDUCTOR LTD Technology 75.0 $13K NEW $175.48 +63.4%
440 NOG NORTHERN OIL & GAS INC Energy 440.0 $13K NEW $29.68 -34.5%
Page 22 of 43  ·  850 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%