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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 43 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 HIMS HIMS & HERS HEALTH INC Healthcare 400.0 $14K -625.0 -61.0% $34.67 -11.3%
842 MLPI NEOS ETF TRUST 250.0 $14K +200.0 +400.0% $55.02 -1.5%
843 DBEF DBX ETF TR 250.0 $14K $54.63 +2.1%
844 PBDC PUTNAM ETF TRUST 500.0 $14K NEW $27.21 +4.5%
845 EXEL EXELIXIS INC Healthcare 250.0 $14K $54.41 +1.6%
846 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 400.0 $14K $34.00 +9.0%
847 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 110.0 $14K $123.12 +31.4%
848 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 500.0 $14K $27.01 +8.6%
849 HII HUNTINGTON INGALLS INDS INC Industrials 48.0 $13K $279.90 +6.1%
850 UBS UBS GROUP AG Financial Services 270.0 $13K -7.0 -2.5% $49.56 +9.9%
851 SOFI SOFI TECHNOLOGIES INC Financial Services 744.0 $13K -35.0 -4.5% $17.93 +7.6%
852 ICLN ISHARES TR 649.0 $13K -100.0 -13.3% $20.49 -13.0%
853 SPYI NEOS ETF TRUST 250.0 $13K +150.0 +150.0% $53.09 +1.2%
854 CELH CELSIUS HLDGS INC Consumer Defensive 453.0 $13K $29.28 +14.3%
855 BHF BRIGHTHOUSE FINL INC Financial Services 209.0 $13K $63.30 -15.7%
856 HEI HEICO CORP NEW Industrials 37.0 $13K $356.22 -5.9%
857 VFH VANGUARD WORLD FD 100.0 $13K $131.60 +7.8%
858 KGLD KURV ETF TR 500.0 $13K +400.0 +400.0% $26.30 +12.2%
859 ARCB ARCBEST CORP Industrials 91.0 $13K $143.55 -3.5%
860 ILCV ISHARES TR 129.0 $13K $101.24 +6.9%
Page 43 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%