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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 12 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SCHD SCHWAB STRATEGIC TR 34,832.0 $1.1M 0.03% -3K -8.7% $31.71 +10.1%
222 VGT VANGUARD WORLD FD 9,192.0 $1.1M 0.03% +8K +577.4% $119.52 +1.8%
223 IVW ISHARES TR 7,980.0 $1.1M 0.03% -240.0 -2.9% $137.53 +2.4%
224 PINS PINTEREST INC Communication Services 51,403.0 $1.1M 0.03% -25K -33.0% $21.03 +10.2%
225 GL GLOBE LIFE INC Financial Services 6,000.0 $1.1M 0.03% $178.68 -1.8%
226 RY ROYAL BK CDA Financial Services 5,167.0 $1.1M 0.03% $206.97 -1.8%
227 EZPW EZCORP INC Financial Services 30,890.0 $1.1M 0.03% $34.57 -0.1%
228 DOV DOVER CORP Industrials 4,750.0 $1.1M 0.03% $224.28 -9.3%
229 MPC MARATHON PETE CORP Energy 4,122.0 $1.1M 0.03% $255.67 +41.6%
230 RSP INVESCO EXCHANGE TRADED FD T 4,842.0 $1.0M 0.03% $212.77 +4.3%
231 GWW WW GRAINGER INC Industrials 757.0 $1.0M 0.03% -4.0 -0.5% $1360.40 -2.7%
232 EFA ISHARES TR 9,764.0 $1.0M 0.03% +95.0 +1.0% $103.88 +3.9%
233 RDDT REDDIT INC Communication Services 5,764.0 $1.0M 0.03% -100.0 -1.7% $173.58 -10.1%
234 UNP UNION PAC CORP Industrials 3,632.0 $988K 0.02% $272.00 +13.5%
235 INGERSOLL RAND INC 12,020.0 $986K 0.02% $81.99
236 EEM ISHARES TR 13,477.0 $922K 0.02% -675.0 -4.8% $68.41 -1.3%
237 ALL ALLSTATE CORP Financial Services 3,854.0 $921K 0.02% -300.0 -7.2% $239.02 +7.8%
238 SGOV ISHARES TR 9,142.0 $920K 0.02% -900.0 -9.0% $100.67 -0.0%
239 IWB ISHARES TR 2,240.0 $917K 0.02% $409.50 +3.2%
240 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 14,625.0 $910K 0.02% $62.22 -30.8%
Page 12 of 63  ·  1,244 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%