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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 32 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 XNTK SPDR SERIES TRUST 123.0 $48K 0.00% +1.0 +0.8% $390.65 -6.8%
622 TQQQ PROSHARES TR 580.0 $47K 0.00% $81.00 -9.5%
623 VSS VANGUARD INTL EQUITY INDEX F 304.0 $47K 0.00% $154.29 +4.8%
624 VRT VERTIV HOLDINGS CO Industrials 138.0 $46K 0.00% $334.83 -19.6%
625 ARES ARES MANAGEMENT CORPORATION Financial Services 415.0 $46K 0.00% $111.31 +27.9%
626 OEF ISHARES TR 125.0 $46K 0.00% $365.87 +4.1%
627 GHC GRAHAM HLDGS CO Consumer Defensive 40.0 $46K 0.00% $1141.42 +0.1%
628 CANADIAN PACIFIC KANSAS CITY 525.0 $46K 0.00% $86.84
629 JOBY JOBY AVIATION INC Industrials 5,100.0 $45K 0.00% $8.92 -19.8%
630 AUPH AURINIA PHARMACEUTICALS INC Healthcare 2,675.0 $45K 0.00% $16.97 -2.9%
631 TY TRI CONTL CORP Financial Services 1,314.0 $45K 0.00% $34.42 +3.4%
632 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 1,500.0 $45K 0.00% $30.03 +3.6%
633 SMCI SUPER MICRO COMPUTER INC Technology 1,535.0 $45K 0.00% +440.0 +40.2% $29.33 +31.1%
634 AVY AVERY DENNISON CORP Industrials 275.0 $45K 0.00% $162.35 +9.8%
635 RPM RPM INTL INC Basic Materials 400.0 $44K 0.00% $111.15 -4.9%
636 MGA MAGNA INTL INC Consumer Cyclical 675.0 $44K 0.00% -1K -67.9% $65.66 +0.1%
637 DFAS DIMENSIONAL ETF TRUST 537.0 $44K 0.00% $82.34 +0.6%
638 RACE FERRARI N V Consumer Cyclical 118.0 $44K 0.00% $372.30 +11.2%
639 CM CANADIAN IMPERIAL BANK OF CO Financial Services 374.0 $43K 0.00% $115.75 -0.8%
640 AGI ALAMOS GOLD INC Basic Materials 1,425.0 $43K 0.00% -3K -66.9% $30.34 +24.9%
Page 32 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%