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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
Q2 2026 Q1 2026 · All 850 New 106 Added 110 Reduced
Page 43 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ATKR ATKORE INC Industrials 207.0 $12K NEW $58.91 +59.0%
842 CXT CRANE NXT CO Industrials 300.0 $12K NEW $40.59 +22.5%
843 SMR NUSCALE PWR CORP Utilities 1,119.0 $12K NEW $10.84 -10.1%
844 ABEV AMBEV SA Consumer Defensive 4,151.0 $12K NEW $2.92 -1.4%
845 VFH VANGUARD WORLD FD 100.0 $12K NEW $120.81 +17.2%
846 ILCV ISHARES TR 129.0 $12K NEW $93.15 +16.2%
847 ONESTREAM INC 500.0 $12K NEW $24.00
848 CNC CENTENE CORP DEL Healthcare 364.0 $12K NEW $32.74 +99.5%
849 DG DOLLAR GEN CORP Consumer Defensive 100.0 $12K NEW $118.73 +6.0%
850 BXP BXP INC Real Estate 225.0 $12K NEW $52.60 +33.0%
851 IWO ISHARES TR 37.0 $12K NEW $313.81 +23.3%
852 PBP INVESCO EXCHANGE TRADED FD T 525.0 $12K NEW $21.99 +6.0%
853 OHI OMEGA HEALTHCARE INVS INC Real Estate 262.0 $11K NEW $43.82 +5.6%
854 IONQ IONQ INC Technology 395.0 $11K NEW $28.83 +47.3%
855 IAUI NEOS ETF TRUST 200.0 $11K NEW $56.87 -7.5%
856 USAR USA RARE EARTH INC Basic Materials 750.0 $11K NEW $15.14 +27.2%
857 CSV CARRIAGE SVCS INC Consumer Cyclical 248.0 $11K NEW $45.66 -25.0%
858 QRVO QORVO INC Technology 146.0 $11K NEW $77.40 +24.3%
859 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 300.0 $11K NEW $37.44 -2.3%
860 SNOW SNOWFLAKE INC Technology 74.0 $11K NEW $150.82 +118.2%
Page 43 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 35.7%
Consumer Cyclical 19.6%
Healthcare 10.3%
Financial Services 10.0%
Industrials 6.7%
Communication Services 6.2%
Consumer Defensive 5.6%
Energy 2.8%
Basic Materials 1.7%
Utilities 0.9%