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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 53 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 RHI ROBERT HALF INC. Industrials 125.0 $4K $30.70 +45.1%
1042 LW LAMB WESTON HLDGS INC Consumer Defensive 87.0 $4K $43.18 +28.0%
1043 MDB MONGODB INC Technology 11.0 $4K $335.91 +20.9%
1044 TIDAL TRUST II 200.0 $4K $18.15
1045 DXC DXC TECHNOLOGY CO Technology 409.0 $4K $8.85 +19.2%
1046 KDP KEURIG DR PEPPER INC Consumer Defensive 109.0 $4K $32.96 -2.3%
1047 TFLO ISHARES TR 69.0 $3K $50.64 -0.0%
1048 AJG GALLAGHER ARTHUR J & CO Financial Services 15.0 $3K $229.60 +15.4%
1049 VMBS VANGUARD SCOTTSDALE FDS 73.0 $3K $46.82 -1.1%
1050 S SENTINELONE INC Technology 200.0 $3K $16.97 +20.9%
1051 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 41.0 $3K $82.41 -4.8%
1052 MRSH MARSH & MCLENNAN COS INC Financial Services 20.0 $3K $166.70 +15.9%
1053 SNAP SNAP INC Communication Services 750.0 $3K -7K -90.0% $4.44 +22.1%
1054 EXPE EXPEDIA GROUP INC Consumer Cyclical 13.0 $3K $255.92 +30.3%
1055 LSTR LANDSTAR SYS INC Industrials 16.0 $3K $206.81 -12.2%
1056 DXCM DEXCOM INC Healthcare 49.0 $3K $67.37 +32.1%
1057 SPDR SERIES TRUST 105.0 $3K $31.18
1058 FOUR SHIFT4 PMTS INC Technology 66.0 $3K $48.65 -4.9%
1059 WRB BERKLEY W R CORP Financial Services 45.0 $3K $71.13 -3.5%
1060 INFQ INFLEQTION INC Technology 238.0 $3K +114.0 +91.9% $13.33 +1.5%
Page 53 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%