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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 13 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DFAI DIMENSIONAL ETF TRUST 20,365.0 $793K 0.02% -204.0 -1.0% $38.96 +7.7%
242 SRE SEMPRA Utilities 8,080.0 $790K 0.02% $97.83 -7.3%
243 RDDT REDDIT INC Communication Services 5,864.0 $790K 0.02% -81.0 -1.4% $134.65 +29.9%
244 EZPW EZCORP INC Financial Services 30,890.0 $784K 0.02% $25.38 +25.0%
245 KVUE KENVUE INC Consumer Defensive 45,302.0 $781K 0.02% -401.0 -0.9% $17.24 +5.1%
246 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 14,625.0 $771K 0.02% $52.75 +13.9%
247 ULST SSGA ACTIVE ETF TR 19,046.0 $771K 0.02% -600.0 -3.0% $40.50 -0.3%
248 SHW SHERWIN WILLIAMS CO Basic Materials 2,403.0 $770K 0.02% $320.55 +0.1%
249 XAR SPDR SERIES TRUST 3,000.0 $762K 0.02% $253.98 +11.9%
250 EW EDWARDS LIFESCIENCES CORP Healthcare 9,259.0 $741K 0.02% +388.0 +4.4% $80.08 +9.1%
251 EME EMCOR GROUP INC Industrials 1,000.0 $738K 0.02% $738.31 +13.3%
252 OTIS OTIS WORLDWIDE CORP Industrials 9,502.0 $732K 0.02% $77.08 -4.9%
253 KLARNA GROUP PLC 55,280.0 $724K 0.02% +33K +147.9% $13.09
254 MA MASTERCARD INCORPORATED Financial Services 1,448.0 $724K 0.02% -57.0 -3.8% $499.66 -2.0%
255 IGV ISHARES TR 9,012.0 $721K 0.02% $80.05 +11.3%
256 CMCSA COMCAST CORP NEW Communication Services 24,811.0 $712K 0.02% $28.71 -21.9%
257 DE DEERE & CO Industrials 1,260.0 $712K 0.02% $564.76 +4.3%
258 LIN LINDE PLC Basic Materials 1,420.0 $704K 0.02% $495.76 +3.3%
259 VTV VANGUARD INDEX FDS 3,486.0 $684K 0.02% $196.19 +10.4%
260 GLD SPDR GOLD TR Financial Services 1,567.0 $674K 0.02% $430.29 -10.0%
Page 13 of 62  ·  1,238 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%