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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
Q2 2026 Q1 2026 · All 850 New 106 Added 110 Reduced
Page 34 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 APP APPLOVIN CORP Technology 7.0 $3K NEW $398.00 -21.4%
662 TAN INVESCO EXCH TRADED FD TR II 50.0 $3K NEW $55.72 -10.7%
663 MKC MCCORMICK & CO INC Consumer Defensive 55.0 $3K NEW $50.45 +8.1%
664 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 250.0 $3K NEW $11.02 -12.0%
665 FNDE SCHWAB STRATEGIC TR 72.0 $3K NEW $38.26 +10.0%
666 NBTB NBT BANCORP INC Financial Services 64.0 $3K NEW $42.59 +20.7%
667 RYANAIR HOLDINGS PLC 47.0 $3K NEW $57.81
668 CIBR FIRST TR EXCHANGE-TRADED FD 43.0 $3K NEW $62.70 +60.8%
669 MDB MONGODB INC Technology 11.0 $3K NEW $244.82 +80.0%
670 RALLIANT CORP 64.0 $3K NEW $41.59
671 PKST PEAKSTONE REALTY TRUST Real Estate 124.0 $3K NEW $20.90 +0.5%
672 S SENTINELONE INC Technology 200.0 $3K NEW $12.88 +76.3%
673 VLTO VERALTO CORP Industrials 29.0 $3K NEW $88.55 +11.1%
674 LSTR LANDSTAR SYS INC Industrials 16.0 $3K NEW $160.31 +13.4%
675 PAVE GLOBAL X FDS 50.0 $3K NEW $50.82 +10.3%
676 CLEARWAY ENERGY INC 62.0 $2K NEW $39.18
677 GGZ GABELLI GLOBAL SMALL & MID C Financial Services 160.0 $2K NEW $15.03 +10.6%
678 DASH DOORDASH INC Communication Services 16.0 $2K NEW $150.19 +54.4%
679 OCCIDENTAL PETE CORP 56.0 $2K NEW $42.91
680 AVUV AMERICAN CENTY ETF TR 21.0 $2K NEW $110.48 +14.1%
Page 34 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 35.7%
Consumer Cyclical 19.6%
Healthcare 10.3%
Financial Services 10.0%
Industrials 6.7%
Communication Services 6.2%
Consumer Defensive 5.6%
Energy 2.8%
Basic Materials 1.7%
Utilities 0.9%