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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 16 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IWD ISHARES TR 2,163.0 $524K 0.01% $242.43 +6.2%
302 ECL ECOLAB INC Basic Materials 1,859.0 $519K 0.01% -92.0 -4.7% $279.34 +2.4%
303 OXY OCCIDENTAL PETE CORP Energy 10,200.0 $498K 0.01% -125.0 -1.2% $48.83 +21.2%
304 YUMC YUM CHINA HLDGS INC Consumer Cyclical 11,991.0 $490K 0.01% $40.87 +9.9%
305 LMT LOCKHEED MARTIN CORP Industrials 944.0 $481K 0.01% $509.46 +11.1%
306 SCHG SCHWAB STRATEGIC TR 14,168.0 $479K 0.01% $33.84 +6.0%
307 PRF INVESCO EXCHANGE TRADED FD T 8,800.0 $475K 0.01% $54.03 +3.8%
308 VBK VANGUARD INDEX FDS 1,281.0 $468K 0.01% $365.70 -1.8%
309 BX BLACKSTONE INC Financial Services 3,973.0 $468K 0.01% -1K -25.0% $117.67 +22.0%
310 PYPL PAYPAL HLDGS INC Financial Services 10,554.0 $456K 0.01% -3K -21.4% $43.18 +42.4%
311 USB US BANCORP Financial Services 7,460.0 $453K 0.01% $60.76 +2.7%
312 GSLC GOLDMAN SACHS ETF TR 3,151.0 $447K 0.01% $141.89 +3.8%
313 SOLV SOLVENTUM CORP Healthcare 5,769.0 $445K 0.01% -31.0 -0.5% $77.15 +17.9%
314 XLF SELECT SECTOR SPDR TR 8,258.0 $443K 0.01% +287.0 +3.6% $53.61 +8.0%
315 TDG TRANSDIGM GROUP INC Industrials 325.0 $433K 0.01% $1332.04 -10.9%
316 CMCSA COMCAST CORP NEW Communication Services 17,344.0 $426K 0.01% -7K -30.1% $24.55 +7.6%
317 DIA STATE STR SPDR DOW JONES IND Financial Services 802.0 $420K 0.01% $523.68 +2.2%
318 SBUX STARBUCKS CORP Consumer Cyclical 4,065.0 $415K 0.01% -120.0 -2.9% $102.19 +5.0%
319 SDY SPDR SERIES TRUST 2,720.0 $414K 0.01% $152.18 +3.5%
320 IBB ISHARES TR 2,126.0 $404K 0.01% $190.19 +12.9%
Page 16 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%