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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 33 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 KKR KKR & CO INC 470.0 $43K 0.00% $91.78
642 MTG MGIC INVT CORP WIS Financial Services 1,525.0 $43K 0.00% $28.20 +10.2%
643 SOCL GLOBAL X FDS 971.0 $43K 0.00% -500.0 -34.0% $43.90 +1.8%
644 STWD STARWOOD PPTY TR INC Real Estate 2,517.0 $42K 0.00% $16.86 -5.4%
645 ZTS ZOETIS INC Healthcare 586.0 $42K 0.00% $71.86 +4.4%
646 EGO ELDORADO GOLD CORP NEW Basic Materials 1,353.0 $42K 0.00% NEW $31.09 +54.5%
647 HACK AMPLIFY ETF TR 400.0 $42K 0.00% $104.93 +13.0%
648 IIIV I3 VERTICALS INC Technology 1,950.0 $42K 0.00% $21.36 -23.4%
649 BLOCK INC 547.0 $42K 0.00% $76.00
650 EFV ISHARES TR 543.0 $42K 0.00% +14.0 +2.6% $76.54 +6.8%
651 XLC SELECT SECTOR SPDR TR 387.0 $41K 0.00% -10.0 -2.5% $107.13 +4.0%
652 ROKU ROKU INC Communication Services 300.0 $41K 0.00% -121.0 -28.7% $138.14 +13.1%
653 EWG ISHARES INC 1,000.0 $41K 0.00% $41.37 +7.8%
654 AWR AMER STATES WTR CO Utilities 500.0 $41K 0.00% $82.63 +7.6%
655 KRE SPDR SERIES TRUST 550.0 $41K 0.00% $74.85 -0.7%
656 KR KROGER CO Consumer Defensive 740.0 $41K 0.00% $55.53 +2.5%
657 QEFA SPDR INDEX SHS FDS 426.0 $41K 0.00% $96.02 +5.8%
658 LYG LLOYDS BANKING GROUP PLC Financial Services 7,000.0 $41K 0.00% $5.83 +1.5%
659 IYG ISHARES TR 450.0 $41K 0.00% $90.47 +7.7%
660 BNDX VANGUARD CHARLOTTE FDS 823.0 $40K 0.00% +6.0 +0.7% $48.44 -1.5%
Page 33 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%