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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 5 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PINS PINTEREST INC Communication Services 51,403.0 $1.1M 0.03% -25K -33.0% $21.03 +11.5%
82 GWW WW GRAINGER INC Industrials 757.0 $1.0M 0.03% -4.0 -0.5% $1360.40 -2.2%
83 RDDT REDDIT INC Communication Services 5,764.0 $1.0M 0.03% -100.0 -1.7% $173.58 -8.3%
84 EEM ISHARES TR 13,477.0 $922K 0.02% -675.0 -4.8% $68.41 -1.8%
85 ALL ALLSTATE CORP Financial Services 3,854.0 $921K 0.02% -300.0 -7.2% $239.02 +8.8%
86 SGOV ISHARES TR 9,142.0 $920K 0.02% -900.0 -9.0% $100.67 -0.0%
87 KLARNA GROUP PLC 44,955.0 $910K 0.02% -10K -18.7% $20.24
88 DIS DISNEY WALT CO Communication Services 9,205.0 $892K 0.02% -1K -11.1% $96.96 +13.9%
89 SO SOUTHERN CO Utilities 9,119.0 $873K 0.02% -188.0 -2.0% $95.71 -5.6%
90 MILLROSE PPTYS INC 29,035.0 $873K 0.02% -16K -35.5% $30.05
91 KVUE KENVUE INC Consumer Defensive 44,283.0 $846K 0.02% -1K -2.2% $19.11 +1.6%
92 EW EDWARDS LIFESCIENCES CORP Healthcare 8,984.0 $813K 0.02% -275.0 -3.0% $90.46 +0.7%
93 IGV ISHARES TR 8,618.0 $781K 0.02% -394.0 -4.4% $90.60 +12.5%
94 VTV VANGUARD INDEX FDS 3,446.0 $751K 0.02% -40.0 -1.1% $217.91 +4.2%
95 ULST SSGA ACTIVE ETF TR 18,396.0 $744K 0.02% -650.0 -3.4% $40.42 -0.1%
96 DFAI DIMENSIONAL ETF TRUST 17,196.0 $709K 0.02% -3K -15.6% $41.25 +5.4%
97 MA MASTERCARD INCORPORATED Financial Services 1,378.0 $708K 0.02% -70.0 -4.8% $513.60 +16.3%
98 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 683.0 $660K 0.02% -25.0 -3.5% $965.74 -13.6%
99 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 13,015.0 $649K 0.02% -235.0 -1.8% $49.86 +7.0%
100 COP CONOCOPHILLIPS Energy 6,065.0 $631K 0.02% -420.0 -6.5% $103.96 +27.5%
Page 5 of 12  ·  223 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%