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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 6 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GLD SPDR GOLD TR Financial Services 1,510.0 $556K 0.01% -57.0 -3.6% $368.38 +14.4%
102 SCHE SCHWAB STRATEGIC TR 14,538.0 $527K 0.01% -84.0 -0.6% $36.26 +2.4%
103 ECL ECOLAB INC Basic Materials 1,859.0 $519K 0.01% -92.0 -4.7% $279.34 +4.2%
104 OXY OCCIDENTAL PETE CORP Energy 10,200.0 $498K 0.01% -125.0 -1.2% $48.83 +20.1%
105 BX BLACKSTONE INC Financial Services 3,973.0 $468K 0.01% -1K -25.0% $117.67 +22.2%
106 PYPL PAYPAL HLDGS INC Financial Services 10,554.0 $456K 0.01% -3K -21.4% $43.18 +43.4%
107 SOLV SOLVENTUM CORP Healthcare 5,769.0 $445K 0.01% -31.0 -0.5% $77.15 +18.9%
108 CMCSA COMCAST CORP NEW Communication Services 17,344.0 $426K 0.01% -7K -30.1% $24.55 +10.4%
109 SBUX STARBUCKS CORP Consumer Cyclical 4,065.0 $415K 0.01% -120.0 -2.9% $102.19 +5.5%
110 D DOMINION ENERGY INC Utilities 5,702.0 $389K 0.01% -1K -17.9% $68.29 -2.1%
111 CENCORA INC 1,228.0 $348K 0.01% -22.0 -1.8% $282.98
112 AVTR AVANTOR INC Healthcare 35,072.0 $347K 0.01% -950.0 -2.6% $9.90 +46.8%
113 UBER UBER TECHNOLOGIES INC Technology 4,795.0 $346K 0.01% -337.0 -6.6% $72.16 +9.7%
114 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,959.0 $332K 0.01% -50.0 -1.7% $112.32 +39.5%
115 MCK MCKESSON CORP Healthcare 419.0 $317K 0.01% -40.0 -8.7% $756.42 +18.3%
116 IUSG ISHARES TR 1,663.0 $313K 0.01% -30.0 -1.8% $188.09 +0.9%
117 SLV ISHARES SILVER TR Financial Services 5,720.0 $306K 0.01% -50.0 -0.9% $53.47 +15.2%
118 SPG SIMON PPTY GROUP INC NEW Real Estate 1,339.0 $299K 0.01% -28.0 -2.0% $223.65 -2.6%
119 NKE NIKE INC Consumer Cyclical 7,202.0 $299K 0.01% -2K -22.1% $41.57 -6.9%
120 TGT TARGET CORP Consumer Defensive 2,181.0 $285K 0.01% -90.0 -4.0% $130.58 +25.3%
Page 6 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%