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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 36 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 KHC KRAFT HEINZ CO Consumer Defensive 1,341.0 $32K 0.00% $23.62 +6.4%
702 AIG AMERICAN INTL GROUP INC Financial Services 421.0 $31K 0.00% +400.0 +1904.8% $74.54 +2.8%
703 NDAQ NASDAQ INC Financial Services 396.0 $31K 0.00% $78.87 +26.0%
704 CARE CARTER BANKSHARES INC Financial Services 900.0 $31K 0.00% $34.01 -5.8%
705 SU SUNCOR ENERGY INC NEW Energy 570.0 $31K 0.00% $53.68 +23.7%
706 HOOD ROBINHOOD MKTS INC Financial Services 300.0 $30K 0.00% $100.28 +9.5%
707 DEO DIAGEO PLC Consumer Defensive 373.0 $30K 0.00% -3.0 -0.8% $80.38 +14.6%
708 GNRC GENERAC HLDGS INC Industrials 100.0 $29K 0.00% $292.81 -32.6%
709 CRSP CRISPR THERAPEUTICS AG Healthcare 535.0 $29K 0.00% $54.54 +8.9%
710 VRSK VERISK ANALYTICS INC Industrials 160.0 $29K 0.00% $179.53 +6.4%
711 VIGI VANGUARD WHITEHALL FDS 307.0 $29K 0.00% -295.0 -49.0% $93.38 +5.6%
712 MTA METALLA RTY & STREAMING LTD Basic Materials 3,750.0 $29K 0.00% -10K -72.7% $7.61 +44.9%
713 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 158.0 $28K 0.00% $178.96 +21.7%
714 PRIM PRIMORIS SVCS CORP Industrials 285.0 $28K 0.00% $99.20 -22.4%
715 FIS FIDELITY NATL INFORMATION SV Technology 710.0 $28K 0.00% $38.88 +4.3%
716 HRB BLOCK H & R INC Consumer Cyclical 714.0 $27K 0.00% $38.50 +36.4%
717 FRMI FERMI INC Utilities 3,000.0 $27K 0.00% $9.16 -40.5%
718 HUBS HUBSPOT INC Technology 150.0 $27K 0.00% $182.51 +40.2%
719 HPE HEWLETT PACKARD ENTERPRISE C Technology 600.0 $27K 0.00% -100.0 -14.3% $45.25 +20.2%
720 STZ CONSTELLATION BRANDS INC Consumer Defensive 194.0 $27K 0.00% $139.09 -5.5%
Page 36 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%