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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 33 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 VFF VILLAGE FARMS INTL INC Consumer Defensive 1,100.0 $3K NEW $2.84 -32.7%
642 DXCM DEXCOM INC Healthcare 49.0 $3K NEW $62.82 +15.4%
643 BXSL BLACKSTONE SECD LENDING FD Financial Services 125.0 $3K NEW $24.46 -3.5%
644 EXPE EXPEDIA GROUP INC Consumer Cyclical 13.0 $3K NEW $230.92 +4.3%
645 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 100.0 $3K NEW $29.99 -7.2%
646 PDI PIMCO DYNAMIC INCOME FD Financial Services 175.0 $3K NEW $17.11 -4.5%
647 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 700.0 $3K NEW $4.27 -1.2%
648 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 215.0 $3K NEW $13.88 +26.3%
649 WRB BERKLEY W R CORP Financial Services 45.0 $3K NEW $66.29 +1.3%
650 REZI RESIDEO TECHNOLOGIES INC Industrials 88.0 $3K NEW $33.72 -5.4%
651 EMB ISHARES TR 31.0 $3K NEW $93.94 +3.0%
652 AVLV AMERICAN CENTY ETF TR 36.0 $3K NEW $80.61 +12.8%
653 KDP KEURIG DR PEPPER INC Consumer Defensive 109.0 $3K NEW $26.57 +15.8%
654 FOUR SHIFT4 PMTS INC Technology 66.0 $3K NEW $43.74 -9.9%
655 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 41.0 $3K NEW $69.39 +16.4%
656 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 374.0 $3K NEW $7.60 +2.8%
657 DFTX DEFINIUM THERAPEUTICS INC Healthcare 150.0 $3K NEW $18.90 +29.5%
658 MLPI NEOS ETF TRUST 50.0 $3K NEW $56.64 -4.2%
659 QTUM ETF SER SOLUTIONS 26.0 $3K NEW $107.31 +56.5%
660 UMAC UNUSUAL MACHS INC Financial Services 225.0 $3K NEW $12.40 +101.5%
Page 33 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%