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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 42 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 391.0 $15K $38.73 +60.3%
822 TNDM TANDEM DIABETES CARE INC Healthcare 1,000.0 $15K $15.09 +41.6%
823 BXP BXP INC Real Estate 225.0 $15K $67.01 +4.9%
824 PIPR PIPER SANDLER COMPANIES Financial Services 208.0 $15K +156.0 +300.0% $72.34 +2.9%
825 CPZ CALAMOS LNG SHR EQT DYNAMIC Financial Services 1,150.0 $15K $13.08 +2.4%
826 ITT ITT INC Industrials 75.0 $15K $198.15 +6.2%
827 INDA ISHARES TR 300.0 $15K $49.39 +0.7%
828 WHR WHIRLPOOL CORP Consumer Cyclical 375.0 $15K $39.42 +1.8%
829 BTCI NEOS ETF TRUST 550.0 $15K +250.0 +83.3% $26.86 +20.7%
830 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 845.0 $15K -99.0 -10.5% $17.35 -5.9%
831 APA APA CORPORATION Energy 450.0 $15K $32.57 +26.5%
832 IWO ISHARES TR 37.0 $15K $393.97 -2.2%
833 FULT FULTON FINL CORP PA Financial Services 600.0 $15K $24.19 -1.6%
834 GSIE GOLDMAN SACHS ETF TR 317.0 $14K $45.70 +5.5%
835 BROS DUTCH BROS INC Consumer Cyclical 200.0 $14K +100.0 +100.0% $71.81 -28.7%
836 PDBC INVESCO ACTVELY MNGD ETC FD 900.0 $14K $15.88 +14.5%
837 FLIN FRANKLIN TEMPLETON ETF TR 400.0 $14K $35.57 +0.6%
838 CRCL CIRCLE INTERNET GROUP INC Financial Services 225.0 $14K $62.63 +43.6%
839 VFMO VANGUARD WELLINGTON FD 56.0 $14K $249.52 -7.3%
840 NGG NATIONAL GRID PLC Utilities 168.0 $14K -4.0 -2.3% $82.88 -2.8%
Page 42 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%