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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 47 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 IVT INVENTRUST PPTYS CORP Real Estate 257.0 $8K NEW $30.71 +11.8%
922 OLED UNIVERSAL DISPLAY CORP Technology 85.0 $8K NEW $91.67 -3.0%
923 NATWEST GROUP PLC 500.0 $8K NEW $15.51
924 HWKN HAWKINS INC Basic Materials 50.0 $8K NEW $153.60 +5.1%
925 IP INTERNATIONAL PAPER CO Consumer Cyclical 215.0 $8K NEW $35.70 +3.1%
926 HWM HOWMET AEROSPACE INC Industrials 33.0 $8K NEW $230.48 +20.5%
927 VIAV VIAVI SOLUTIONS INC Technology 225.0 $7K NEW $33.28 +41.7%
928 AEGON LTD 1,020.0 $7K NEW $7.26
929 CNA CNA FINL CORP Financial Services 161.0 $7K NEW $45.93 -3.1%
930 IGM ISHARES TR 62.0 $7K NEW $118.52 +38.9%
931 BSRR SIERRA BANCORP Financial Services 215.0 $7K NEW $33.92 +16.5%
932 BLDP BALLARD PWR SYS INC NEW Industrials 3,007.0 $7K NEW $2.42 +80.6%
933 SONY SONY GROUP CORP Technology 345.0 $7K NEW $20.70 -1.8%
934 IYRI NEOS ETF TRUST 150.0 $7K NEW $47.29 +1.9%
935 RSPU INVESCO EXCHANGE TRADED FD T 87.0 $7K NEW $81.11 -2.0%
936 COMMUNITY WEST BANCSHARES NE 300.0 $7K NEW $23.30
937 FVD FIRST TR EXCHANGE-TRADED FD 148.0 $7K NEW $47.03 +0.8%
938 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 75.0 $7K NEW $91.37 -4.5%
939 VTIP VANGUARD MALVERN FDS 134.0 $7K NEW $49.96 +0.5%
940 PI IMPINJ INC Technology 65.0 $7K NEW $102.71 +25.3%
Page 47 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%