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Portfolio (Quarterly) Guide ↗

SALEM INVESTMENT COUNSELORS INC

· CIK 0000884423
13F Portfolio $3.4B AUM 1,238 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 850 New 106 Added 110 Reduced 3 Exited
Page 34 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 HUBS HUBSPOT INC Technology 150.0 $37K 0.00% NEW $244.10 -27.9%
662 VSNT VERSANT MEDIA GROUP INC Industrials 987.0 $37K 0.00% NEW $37.02 +3.2%
663 ON ON SEMICONDUCTOR CORP Technology 580.0 $36K 0.00% NEW $61.92 +96.4%
664 KRE SPDR SERIES TRUST 550.0 $36K 0.00% NEW $65.15 +10.1%
665 FE FIRSTENERGY CORP Utilities 706.0 $36K 0.00% NEW $50.66 -8.3%
666 CM CANADIAN IMPERIAL BANK OF CO Financial Services 374.0 $36K 0.00% NEW $95.52 +16.9%
667 CMDY ISHARES U S ETF TR 600.0 $36K 0.00% NEW $59.42 -4.3%
668 LYG LLOYDS BANKING GROUP PLC Financial Services 7,000.0 $35K 0.00% NEW $5.03 +10.1%
669 FIDELITY COVINGTON TRUST 500.0 $35K 0.00% NEW $70.36
670 BDX BECTON DICKINSON & CO Healthcare 223.0 $35K 0.00% NEW $157.23 -8.4%
671 SNAP SNAP INC Communication Services 7,520.0 $35K 0.00% NEW $4.60 +1.3%
672 FTGS FIRST TR EXCHANGE-TRADED FD 1,016.0 $35K 0.00% NEW $34.05 +8.6%
673 VRT VERTIV HOLDINGS CO Industrials 138.0 $35K 0.00% NEW $250.59 +32.9%
674 VXF VANGUARD INDEX FDS 166.0 $34K 0.00% NEW $205.80 +17.1%
675 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 1,000.0 $34K 0.00% NEW $33.94 +2.3%
676 BP BP PLC Energy 720.0 $34K 0.00% NEW $47.02 -16.8%
677 NDAQ NASDAQ INC Financial Services 396.0 $34K 0.00% NEW $84.94 -3.2%
678 FIS FIDELITY NATL INFORMATION SV Technology 710.0 $33K 0.00% NEW $46.91 -18.5%
679 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 1,500.0 $33K 0.00% NEW $22.15 +40.4%
680 CPT CAMDEN PPTY TR Real Estate 334.0 $33K 0.00% NEW $98.72 +10.4%
Page 34 of 62  ·  1,238 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 33.9%
Consumer Cyclical 18.6%
Communication Services 10.6%
Healthcare 9.8%
Financial Services 9.5%
Industrials 6.4%
Consumer Defensive 5.3%
Energy 2.9%
Basic Materials 1.6%
Utilities 0.9%