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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 8 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RKT ROCKET COS INC Financial Services 5,500.0 $78K 0.00% NEW $14.25 +1.2%
142 BLDR BUILDERS FIRSTSOURCE INC Industrials 950.0 $78K 0.00% NEW $82.33 -2.1%
143 VBR VANGUARD INDEX FDS 357.0 $78K 0.00% NEW $217.40 +9.7%
144 XEL XCEL ENERGY INC Utilities 933.0 $75K 0.00% NEW $80.03 -3.3%
145 VKTX VIKING THERAPEUTICS INC Healthcare 2,288.0 $74K 0.00% NEW $32.54 -6.6%
146 IWY ISHARES TR 299.0 $74K 0.00% NEW $248.84 +16.0%
147 FAST FASTENAL CO Industrials 1,600.0 $74K 0.00% NEW $46.40 -1.1%
148 VDC VANGUARD WORLD FD 327.0 $73K 0.00% NEW $224.59 +0.7%
149 INCY INCYTE CORP Healthcare 779.0 $73K 0.00% NEW $94.12 +4.4%
150 SPTM SPDR SERIES TRUST 905.0 $72K 0.00% NEW $79.06 +15.0%
151 RDVY FIRST TR EXCHANGE TRADED FD 1,047.0 $71K 0.00% NEW $68.28 +15.9%
152 IJT ISHARES TR 486.0 $70K 0.00% NEW $144.71 +18.0%
153 PKG PACKAGING CORP AMER Consumer Cyclical 327.0 $70K 0.00% NEW $213.00 +7.5%
154 OUSA ALPS ETF TR 1,250.0 $70K 0.00% NEW $55.67 +3.8%
155 ZTS ZOETIS INC Healthcare 586.0 $69K 0.00% NEW $118.21 -33.4%
156 BKR BAKER HUGHES COMPANY Energy 1,133.0 $69K 0.00% NEW $61.05 -4.3%
157 FIRST TR EXCH TRADED FD III 971.0 $68K 0.00% NEW $70.36
158 CFG CITIZENS FINL GROUP INC Financial Services 1,135.0 $68K 0.00% NEW $59.97 +11.9%
159 RVT ROYCE SMALL CAP TRUST INC Financial Services 4,047.0 $67K 0.00% NEW $16.60 +8.1%
160 SMH VANECK ETF TRUST 175.0 $67K 0.00% NEW $383.40 +72.1%
Page 8 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%