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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 7 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CTRA COTERRA ENERGY INC Energy 2,580.0 $91K 0.00% NEW $35.14 -7.3%
122 F FORD MTR CO Consumer Cyclical 7,852.0 $91K 0.00% NEW $11.54 +21.8%
123 JHMD JOHN HANCOCK EXCHANGE TRADED 2,109.0 $89K 0.00% NEW $42.37 +7.1%
124 BAX BAXTER INTL INC Healthcare 5,300.0 $89K 0.00% NEW $16.81 +18.3%
125 TOL TOLL BROTHERS INC Consumer Cyclical 650.0 $89K 0.00% NEW $136.47 +14.1%
126 BLK BLACKROCK INC Financial Services 92.0 $88K 0.00% NEW $961.72 +9.2%
127 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 1,648.0 $87K 0.00% NEW $52.76 -7.5%
128 CASS CASS INFORMATION SYS INC Industrials 1,975.0 $87K 0.00% NEW $44.02 +12.5%
129 RSPN INVESCO EXCHANGE TRADED FD T 1,500.0 $86K 0.00% NEW $57.58 +8.7%
130 HDV ISHARES TR 633.0 $86K 0.00% NEW $135.72 -80.1%
131 CASY CASEYS GEN STORES INC Consumer Cyclical 118.0 $86K 0.00% NEW $727.86 +15.7%
132 FCX FREEPORT MCMORAN INC Basic Materials 1,456.0 $86K 0.00% NEW $58.78 +16.8%
133 FTEC FIDELITY COVINGTON TRUST 410.0 $85K 0.00% NEW $208.14 +37.7%
134 CGW INVESCO EXCH TRADED FD TR II 1,321.0 $84K 0.00% NEW $63.94 -0.7%
135 DFIC DIMENSIONAL ETF TRUST 2,361.0 $84K 0.00% NEW $35.53 +7.1%
136 FOXA FOX CORP Communication Services 1,416.0 $83K 0.00% NEW $58.40 -10.6%
137 WS WORTHINGTON STL INC Basic Materials 2,699.0 $82K 0.00% NEW $30.35 +34.2%
138 PINNACLE FINL PARTNERS INC 947.0 $82K 0.00% NEW $86.14
139 XLI SELECT SECTOR SPDR TR 500.0 $81K 0.00% NEW $161.73 +11.9%
140 JEPI J P MORGAN EXCHANGE TRADED F 1,402.0 $79K 0.00% NEW $56.68 -1.0%
Page 7 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%