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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
Q2 2026 Q1 2026 · All 850 New 106 Added 110 Reduced
Page 50 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 125.0 $5K NEW $36.35 +36.6%
982 NSP INSPERITY INC Industrials 168.0 $5K NEW $27.04 +92.0%
983 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 34.0 $5K NEW $133.47 +23.3%
984 FITB FIFTH THIRD BANCORP Financial Services 96.0 $4K NEW $46.86 +17.6%
985 PAA PLAINS ALL AMERN PIPELINE L Energy 200.0 $4K NEW $22.33 +14.8%
986 EL LAUDER ESTEE COS INC Consumer Defensive 62.0 $4K NEW $72.00 +45.9%
987 BIDU BAIDU INC Communication Services 40.0 $4K NEW $111.42 -16.3%
988 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 52.0 $4K NEW $85.67 +19.6%
989 CRNC CERENCE INC Technology 705.0 $4K NEW $6.31 +27.2%
990 ISHARES TR 96.0 $4K NEW $46.24
991 KSLV KURV ETF TR 125.0 $4K NEW $34.87 -19.7%
992 LPG DORIAN LPG LTD Energy 125.0 $4K NEW $34.20 +40.1%
993 CWEN CLEARWAY ENERGY INC Utilities 108.0 $4K NEW $39.30 -17.4%
994 RGCO RGC RES INC Utilities 191.0 $4K NEW $22.05 -0.3%
995 HIG HARTFORD INSURANCE GROUP INC Financial Services 31.0 $4K NEW $135.84 +3.0%
996 ASTS AST SPACEMOBILE INC Technology 50.0 $4K NEW $82.88 -27.8%
997 SAN BANCO SANTANDER SA Financial Services 366.0 $4K NEW $11.28 +30.3%
998 NET CLOUDFLARE INC Technology 20.0 $4K NEW $206.35 +37.9%
999 TDOC TELADOC HEALTH INC Healthcare 750.0 $4K NEW $5.45 +16.1%
1000 ALLE ALLEGION PLC Industrials 28.0 $4K NEW $145.32 +10.3%
Page 50 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 35.7%
Consumer Cyclical 19.6%
Healthcare 10.3%
Financial Services 10.0%
Industrials 6.7%
Communication Services 6.2%
Consumer Defensive 5.6%
Energy 2.8%
Basic Materials 1.7%
Utilities 0.9%