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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 29 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 RBLX ROBLOX CORP Technology 106.0 $6K NEW $56.57 -8.9%
562 PLD PROLOGIS INC. Real Estate 45.0 $6K NEW $132.20 +6.3%
563 EZU ISHARES INC 93.0 $6K NEW $62.65 +10.6%
564 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 110.0 $6K NEW $52.83 -7.6%
565 REMX VANECK ETF TRUST 66.0 $6K NEW $88.00 +8.6%
566 TMUS T-MOBILE US INC Communication Services 27.0 $6K NEW $210.04 -13.5%
567 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 263.0 $6K NEW $21.45 +33.1%
568 IWC ISHARES TR 35.0 $6K NEW $159.63 +20.4%
569 WDS WOODSIDE ENERGY GROUP LTD Energy 231.0 $6K NEW $23.88 -16.0%
570 GRAB GRAB HOLDINGS LIMITED Technology 1,500.0 $5K NEW $3.66 -2.5%
571 SEM SELECT MED HLDGS CORP Healthcare 327.0 $5K NEW $16.29 +1.5%
572 PLUG PLUG PWR INC Industrials 2,298.0 $5K NEW $2.26 +26.1%
573 ACGL ARCH CAP GROUP LTD Financial Services 54.0 $5K NEW $96.00 -5.0%
574 DXC DXC TECHNOLOGY CO Technology 409.0 $5K NEW $12.57 -31.6%
575 HDB HDFC BANK LTD Financial Services 204.0 $5K NEW $24.88 +0.7%
576 BROS DUTCH BROS INC Consumer Cyclical 100.0 $5K NEW $50.66 +39.6%
577 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 212.0 $5K NEW $23.39 +6.3%
578 SPYI NEOS ETF TRUST 100.0 $5K NEW $49.37 +7.5%
579 ILMN ILLUMINA INC Healthcare 40.0 $5K NEW $123.28 +31.4%
580 NVDU DIREXION SHARES ETF TRUST 51.0 $5K NEW $96.41 +38.2%
Page 29 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%