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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 39 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 BTI BRITISH AMERN TOB PLC Consumer Defensive 345.0 $21K 0.00% $61.76 -8.7%
762 KMX CARMAX INC Consumer Cyclical 400.0 $21K 0.00% $52.89 +18.8%
763 URNM SPROTT FDS TR 400.0 $21K 0.00% -350.0 -46.7% $52.59 +16.5%
764 EFAV ISHARES TR 240.0 $21K 0.00% +5.0 +2.1% $87.60 +7.3%
765 XPLR INFRASTRUCTURE LP 1,775.0 $21K 0.00% $11.81
766 TIDAL TRUST II 700.0 $21K 0.00% $29.57
767 BR BROADRIDGE FINL SOLUTIONS IN Technology 150.0 $21K 0.00% $137.93 +33.0%
768 IYM ISHARES TR 115.0 $21K 0.00% $179.53 +9.2%
769 NIHI NEOS ETF TRUST 400.0 $21K 0.00% +200.0 +100.0% $51.53 +2.6%
770 SCZ ISHARES TR 250.0 $21K 0.00% $82.27 +6.2%
771 OMC OMNICOM GROUP INC Communication Services 276.0 $20K 0.00% $73.63 +20.2%
772 BROWN FORMAN CORP 750.0 $20K $26.88
773 GLDM WORLD GOLD TR Financial Services 252.0 $20K $79.42 +14.8%
774 IGF ISHARES TR 300.0 $20K $66.60 -1.5%
775 XLP SELECT SECTOR SPDR TR 240.0 $20K $83.07 +2.9%
776 ISHARES TR 200.0 $20K $99.14
777 TSEM TOWER SEMICONDUCTOR LTD Technology 75.0 $20K $260.64 -15.8%
778 SPHQ INVESCO EXCHANGE TRADED FD T 215.0 $19K $90.10 -4.4%
779 SNOW SNOWFLAKE INC Technology 76.0 $19K +2.0 +2.7% $254.50 +30.5%
780 AVDV AMERICAN CENTY ETF TR 187.0 $19K $103.05 +9.7%
Page 39 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%