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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
Q1 2026 Q4 2025 · All 850 New 106 Added 110 Reduced 3 Exited
Page 44 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 DVA DAVITA INC Healthcare 72.0 $11K NEW $153.69 +35.3%
862 VFMO VANGUARD WELLINGTON FD 56.0 $11K NEW $197.11 +22.8%
863 MAA MID-AMER APT CMNTYS INC Real Estate 90.0 $11K NEW $122.12 +8.5%
864 DGRW WISDOMTREE TR 125.0 $11K NEW $87.84 +9.2%
865 PPT PUTNAM PREMIER INCOME TR Financial Services 3,077.0 $11K NEW $3.55 -3.1%
866 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 195.0 $11K NEW $55.90 -7.2%
867 AGCO AGCO CORP Industrials 94.0 $11K NEW $115.87 -1.9%
868 UBS UBS GROUP AG Financial Services 277.0 $11K NEW $39.07 +30.0%
869 IWN ISHARES TR 57.0 $11K NEW $189.60 +14.4%
870 CHWY CHEWY INC Consumer Cyclical 400.0 $11K NEW $27.00 -32.6%
871 CALUMET INC 300.0 $11K NEW $35.90
872 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 500.0 $11K NEW $21.53 +7.3%
873 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 750.0 $11K NEW $14.35 -12.0%
874 EXPD EXPEDITORS INTL WASH INC Industrials 75.0 $11K NEW $143.24 +12.6%
875 EXEL EXELIXIS INC Healthcare 250.0 $11K NEW $42.89 +21.0%
876 FTV FORTIVE CORP Technology 192.0 $11K NEW $55.28 +10.4%
877 UAL UNITED AIRLS HLDGS INC Industrials 115.0 $11K NEW $92.08 +28.5%
878 LITE LUMENTUM HLDGS INC Technology 15.0 $11K NEW $702.80 +20.9%
879 WEYS WEYCO GROUP INC Consumer Cyclical 325.0 $10K NEW $32.05 +16.4%
880 BWXT BWX TECHNOLOGIES INC Industrials 50.0 $10K NEW $204.50 +0.4%
Page 44 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 33.9%
Consumer Cyclical 18.6%
Communication Services 10.6%
Healthcare 9.8%
Financial Services 9.5%
Industrials 6.4%
Consumer Defensive 5.3%
Energy 2.9%
Basic Materials 1.6%
Utilities 0.9%