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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 23 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 KTB KONTOOR BRANDS INC Consumer Cyclical 1,820.0 $152K 0.00% +120.0 +7.1% $83.34 -8.2%
442 CDNS CADENCE DESIGN SYSTEM INC Technology 404.0 $152K 0.00% $375.32 -7.4%
443 PH PARKER-HANNIFIN CORP Industrials 150.0 $147K 0.00% $978.12 +3.4%
444 QQQM INVESCO EXCH TRADED FD TR II 482.0 $146K 0.00% $302.97 -2.0%
445 WOR WORTHINGTON ENTERPRISES INC Industrials 2,699.0 $145K 0.00% $53.76 +7.5%
446 IJS ISHARES TR 1,057.0 $144K 0.00% $136.68 +1.0%
447 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 2,616.0 $144K 0.00% $54.90 -17.5%
448 CAH CARDINAL HEALTH INC Healthcare 600.0 $143K 0.00% $237.56 -1.0%
449 SWKS SKYWORKS SOLUTIONS INC Technology 2,100.0 $142K 0.00% $67.80 -0.6%
450 IONQ IONQ INC Technology 2,645.0 $141K 0.00% +2K +569.6% $53.26 -20.3%
451 AVLV AMERICAN CENTY ETF TR 1,538.0 $140K 0.00% +2K +4172.2% $91.21 +3.0%
452 HIW HIGHWOODS PPTYS INC Real Estate 4,576.0 $138K 0.00% -600.0 -11.6% $30.16 +4.0%
453 IXJ ISHARES TR 1,400.0 $138K 0.00% $98.38 +6.9%
454 AEM AGNICO EAGLE MINES LTD Basic Materials 886.0 $137K 0.00% -34.0 -3.7% $155.13 +38.9%
455 IJK ISHARES TR 1,167.0 $137K 0.00% $117.50 -1.6%
456 ITA ISHARES TR 565.0 $137K 0.00% $242.42 -3.4%
457 MET METLIFE INC Financial Services 1,603.0 $136K 0.00% $84.61 +13.8%
458 NVT NVENT ELEC PLC Industrials 782.0 $133K 0.00% $169.61 -8.3%
459 SHOP SHOPIFY INC Technology 1,159.0 $132K 0.00% +185.0 +19.0% $114.18 +35.2%
460 ACLS AXCELIS TECHNOLOGIES INC Technology 685.0 $130K 0.00% $189.45 -35.4%
Page 23 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%