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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 48 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 COMMUNITY WEST BANCSHARES NE 300.0 $8K $26.86
942 CNXC CONCENTRIX CORP Technology 357.0 $8K $22.41 +24.3%
943 CRNC CERENCE INC Technology 705.0 $8K $11.32 -29.1%
944 ZG ZILLOW GROUP INC 250.0 $8K -100.0 -28.6% $31.37
945 CNA CNA FINL CORP Financial Services 161.0 $8K $48.61 +1.7%
946 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 263.0 $8K $29.75 +17.5%
947 RXRX RECURSION PHARMACEUTICALS IN Healthcare 2,120.0 $8K $3.67 -4.9%
948 UTZ UTZ BRANDS INC Consumer Defensive 1,000.0 $8K $7.76 +83.2%
949 JMOM J P MORGAN EXCHANGE TRADED F 90.0 $8K NEW $85.47 -2.8%
950 TDOC TELADOC HEALTH INC Healthcare 900.0 $8K +150.0 +20.0% $8.48 -25.4%
951 PDI PIMCO DYNAMIC INCOME FD Financial Services 450.0 $8K +275.0 +157.1% $16.92 -8.9%
952 SLVR SPROTT FDS TR 150.0 $8K $50.19 +28.1%
953 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 100.0 $7K -12.0 -10.7% $73.16 +8.3%
954 E ENI SPA Energy 155.0 $7K $46.86 +14.3%
955 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 141.0 $7K $51.06 +33.8%
956 FICO FAIR ISAAC CORP Technology 6.0 $7K NEW $1194.83 -5.1%
957 FVD FIRST TR EXCHANGE-TRADED FD 148.0 $7K $48.18 +5.8%
958 HWKN HAWKINS INC Basic Materials 50.0 $7K $142.10 -16.6%
959 VTEB VANGUARD MUN BD FDS 140.0 $7K NEW $50.59 -2.1%
960 DFTX DEFINIUM THERAPEUTICS INC Healthcare 150.0 $7K $47.04 -7.0%
Page 48 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%