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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 46 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 BBAI BIGBEAR AI HLDGS INC Technology 2,535.0 $9K NEW $3.52 +11.4%
902 SLVR SPROTT FDS TR 150.0 $9K NEW $59.18 -8.4%
903 E ENI SPA Energy 155.0 $9K NEW $57.21 -14.4%
904 CNOB CONNECTONE BANCORP INC Financial Services 323.0 $9K NEW $26.77 +21.2%
905 L LOEWS CORP Financial Services 80.0 $9K NEW $106.75 +0.5%
906 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 400.0 $8K NEW $21.18 +12.7%
907 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2.0 $8K NEW $4210.50 -95.9%
908 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 112.0 $8K NEW $74.48 -1.4%
909 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 141.0 $8K NEW $59.04 -7.2%
910 SCO PROSHARES TR II Financial Services 1,000.0 $8K NEW $8.32 +282.7%
911 DRI DARDEN RESTAURANTS INC Consumer Cyclical 42.0 $8K NEW $196.05 +8.9%
912 LC LENDINGCLUB ISSUANCE TR SER Financial Services 575.0 $8K NEW $14.32 +34.1%
913 ENR ENERGIZER HLDGS INC Industrials 500.0 $8K NEW $16.42 +31.1%
914 FSK FS KKR CAP CORP Financial Services 794.0 $8K NEW $10.21 +0.6%
915 IDVO AMPLIFY ETF TR 200.0 $8K NEW $40.47 +4.7%
916 MSCI MSCI INC Financial Services 15.0 $8K NEW $539.07 +7.8%
917 WAT WATERS CORP Healthcare 27.0 $8K NEW $297.81 +19.3%
918 TRIP TRIPADVISOR INC Consumer Cyclical 749.0 $8K NEW $10.66 +21.7%
919 UTZ UTZ BRANDS INC Consumer Defensive 1,000.0 $8K NEW $7.92 -11.0%
920 DRLL EA SERIES TRUST 200.0 $8K NEW $39.48 -14.4%
Page 46 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%