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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 45 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 HEI HEICO CORP NEW Industrials 37.0 $10K NEW $274.22 +22.9%
882 LFGY TIDAL TRUST II 500.0 $10K NEW $20.17 +14.7%
883 LADR LADDER CAP CORP Real Estate 1,000.0 $10K NEW $10.00 +2.0%
884 XLB SELECT SECTOR SPDR TR 200.0 $10K NEW $49.97 +3.7%
885 BTCI NEOS ETF TRUST 300.0 $10K NEW $32.78 -12.5%
886 EQIX EQUINIX INC Real Estate 10.0 $10K NEW $980.30 +11.4%
887 CAG CONAGRA BRANDS INC Consumer Defensive 621.0 $10K NEW $15.73 -16.1%
888 CNXC CONCENTRIX CORP Technology 357.0 $10K NEW $27.36 -8.3%
889 NIHI NEOS ETF TRUST 200.0 $10K NEW $48.76 +6.1%
890 IYE ISHARES TR 150.0 $10K NEW $64.77 -12.4%
891 CRWV COREWEAVE INC Technology 125.0 $10K NEW $77.47 +52.2%
892 VEEV VEEVA SYS INC Healthcare 55.0 $10K NEW $175.67 -12.7%
893 OGN ORGANON & CO Healthcare 1,604.0 $10K NEW $5.99 +124.2%
894 FS SPECIALTY LENDING FD 757.0 $9K NEW $12.51
895 SPDW SPDR INDEX SHS FDS 207.0 $9K NEW $45.65 +13.5%
896 MHK MOHAWK INDS INC Consumer Cyclical 95.0 $9K NEW $98.46 +14.1%
897 EWH ISHARES INC 400.0 $9K NEW $23.09 -7.8%
898 NMCO NUVEEN MUN CR OPPORTUNITIES Financial Services 865.0 $9K NEW $10.65 +0.8%
899 CSL CARLISLE COS INC Industrials 27.0 $9K NEW $333.63 +8.2%
900 ARCB ARCBEST CORP Industrials 91.0 $9K NEW $98.36 +46.9%
Page 45 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%