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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 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MPWR MONOLITHIC PWR SYS INC Technology 2.0 $3K NEW $1384.50 -5.8%
42 KNSL KINSALE CAP GROUP INC Financial Services 8.0 $3K NEW $329.88 +17.6%
43 DIGIMARC CORP 300.0 $2K NEW $8.22
44 CEREBRAS SYSTEMS INC 10.0 $2K NEW $221.00
45 LSPD LIGHTSPEED COMMERCE INC Technology 200.0 $2K NEW $10.49 +1.4%
46 KRYS KRYSTAL BIOTECH INC Healthcare 5.0 $2K NEW $371.80 -4.2%
47 DRAM ROUNDHILL ETF TRUST 25.0 $2K NEW $73.88 -23.9%
48 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 335.0 $2K NEW $4.62 -22.1%
49 SIDUS SPACE INC 500.0 $1K NEW $2.81
50 CHGG CHEGG INC Consumer Defensive 1,000.0 $1K NEW $1.01 -21.6%
51 WIX WIX COM LTD Technology 15.0 $681.0 NEW $45.40 +89.5%
52 LPLA LPL FINL HLDGS INC Financial Services 2.0 $564.0 NEW $282.00 +28.3%
53 OKTA OKTA INC Technology 4.0 $546.0 NEW $136.50 -4.3%
54 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 15.0 $509.0 NEW $33.93 +12.3%
55 RIOT RIOT PLATFORMS INC Financial Services 13.0 $356.0 NEW $27.38 -22.2%
56 PATH UIPATH INC Technology 28.0 $305.0 NEW $10.89 +52.9%
57 COLLABORATIVE INVESTMNT SER 12.0 $267.0 NEW $22.25
58 THEMES ETF TR 15.0 $230.0 NEW $15.33
59 COHEN & STEERS QUALITY INCOM 15,000.0 $224.0 NEW $0.01
60 CPRX CATALYST PHARMACEUTICALS INC Healthcare 1.0 $32.0 NEW $32.00 -1.6%
Page 3 of 4  ·  64 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%