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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 30 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 XLY SELECT SECTOR SPDR TR 508.0 $60K 0.00% $117.28 -1.2%
582 ODV OSISKO DEVELOPMENT CORP Basic Materials 23,900.0 $59K 0.00% +10K +71.9% $2.46 -7.3%
583 GDV GABELLI DIVID & INCOME TR Financial Services 1,979.0 $58K 0.00% $29.40 +3.2%
584 SCHZ SCHWAB STRATEGIC TR 2,499.0 $58K 0.00% +298.0 +13.5% $23.13 -1.2%
585 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 600.0 $58K 0.00% $96.12 -51.4%
586 VIS VANGUARD WORLD FD 160.0 $58K 0.00% $360.38 -4.8%
587 VEU VANGUARD INTL EQUITY INDEX F 682.0 $57K 0.00% $83.75 +2.5%
588 GAM GENERAL AMERN INVS CO INC Financial Services 890.0 $57K 0.00% $63.75 +6.0%
589 ARKK ARK ETF TR 700.0 $57K 0.00% $80.82 +8.1%
590 AMT AMERICAN TOWER CORP Real Estate 342.0 $56K 0.00% $164.09 +6.1%
591 WY WEYERHAEUSER CO Real Estate 2,340.0 $56K 0.00% -275.0 -10.5% $23.94 -1.0%
592 HROW HARROW INC Healthcare 1,300.0 $55K 0.00% $42.47 -9.3%
593 SPYV SPDR SERIES TRUST 898.0 $55K 0.00% $60.79 +4.4%
594 PHM PULTE GROUP INC Consumer Cyclical 395.0 $54K 0.00% $137.47 -7.8%
595 SIL GLOBAL X FDS 700.0 $54K 0.00% -2K -71.7% $77.57 +33.0%
596 ALC ALCON AG Healthcare 808.0 $54K 0.00% $67.10 +7.6%
597 SILJ AMPLIFY ETF TR 2,075.0 $54K 0.00% -7K -76.6% $25.92 +27.9%
598 INVH INVITATION HOMES INC Real Estate 1,727.0 $53K 0.00% $30.51 -4.2%
599 WELL WELLTOWER INC Real Estate 231.0 $52K 0.00% $226.97 +5.5%
600 GEN GEN DIGITAL INC Technology 2,098.0 $52K 0.00% $24.89 +22.5%
Page 30 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%