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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 24 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DG DOLLAR GEN CORP Consumer Defensive 100.0 $12K NEW $118.73 -4.4%
462 BXP BXP INC Real Estate 225.0 $12K NEW $52.60 +23.0%
463 IWO ISHARES TR 37.0 $12K NEW $313.81 +24.0%
464 PBP INVESCO EXCHANGE TRADED FD T 525.0 $12K NEW $21.99 +4.4%
465 OHI OMEGA HEALTHCARE INVS INC Real Estate 262.0 $11K NEW $43.82 +1.6%
466 IONQ IONQ INC Technology 395.0 $11K NEW $28.83 +96.1%
467 IAUI NEOS ETF TRUST 200.0 $11K NEW $56.87 -10.5%
468 USAR USA RARE EARTH INC Basic Materials 750.0 $11K NEW $15.14 +62.8%
469 CSV CARRIAGE SVCS INC Consumer Cyclical 248.0 $11K NEW $45.66 -16.4%
470 QRVO QORVO INC Technology 146.0 $11K NEW $77.40 +27.2%
471 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 300.0 $11K NEW $37.44 -4.0%
472 SNOW SNOWFLAKE INC Technology 74.0 $11K NEW $150.82 +54.0%
473 DVA DAVITA INC Healthcare 72.0 $11K NEW $153.69 +35.3%
474 VFMO VANGUARD WELLINGTON FD 56.0 $11K NEW $197.11 +22.8%
475 MAA MID-AMER APT CMNTYS INC Real Estate 90.0 $11K NEW $122.12 +8.5%
476 DGRW WISDOMTREE TR 125.0 $11K NEW $87.84 +9.2%
477 PPT PUTNAM PREMIER INCOME TR Financial Services 3,077.0 $11K NEW $3.55 -3.1%
478 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 195.0 $11K NEW $55.90 -7.2%
479 AGCO AGCO CORP Industrials 94.0 $11K NEW $115.87 -1.9%
480 UBS UBS GROUP AG Financial Services 277.0 $11K NEW $39.07 +30.0%
Page 24 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%