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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 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VXX BARCLAYS BANK PLC Financial Services 5,000.0 $178K 0.01% -5K -50.0% $35.70 -36.1%
102 ESGV VANGUARD WORLD FD 1,495.0 $168K 0.01% -425.0 -22.1% $112.27 +17.9%
103 ITW ILLINOIS TOOL WKS INC Industrials 566.0 $148K 0.00% -449.0 -44.2% $261.90 +0.8%
104 PAYX PAYCHEX INC Industrials 1,573.0 $145K 0.00% -998.0 -38.8% $92.12 +6.6%
105 ULTA ULTA BEAUTY INC Consumer Cyclical 234.0 $122K 0.00% -250.0 -51.6% $522.71 -12.7%
106 QQQM INVESCO EXCH TRADED FD TR II 482.0 $115K 0.00% -453.0 -48.5% $237.62 +28.2%
107 DWSN DAWSON GEOPHYSICAL CO NEW Energy 26,225.0 $91K 0.00% -52K -66.3% $3.46 +24.0%
108 BLOCK INC 547.0 $33K 0.00% -6K -91.3% $60.18
109 HIMS HIMS & HERS HEALTH INC Healthcare 1,025.0 $21K 0.00% -267K -99.6% $20.76 +70.9%
110 XRAY DENTSPLY SIRONA INC Healthcare 1,500.0 $17K 0.00% -11K -88.0% $11.60 -10.9%
Page 6 of 6  ·  110 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%