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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 56 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 TRGP TARGA RES CORP Energy 6.0 $2K NEW $250.83 +3.1%
1102 DMRC DIGIMARC CORP NEW Technology 300.0 $1K NEW $4.91 +95.1%
1103 HURC HURCO CO Industrials 100.0 $1K NEW $14.71 +49.6%
1104 KD KYNDRYL HLDGS INC Technology 111.0 $1K NEW $13.13 -16.2%
1105 SIVR ABRDN SILVER ETF TRUST Financial Services 20.0 $1K NEW $71.65 -12.7%
1106 TALK TALKSPACE INC Healthcare 275.0 $1K NEW $5.18 +0.6%
1107 SIRIUSPOINT LTD 65.0 $1K NEW $21.55
1108 GPC GENUINE PARTS CO Consumer Cyclical 13.0 $1K NEW $106.85 +1.7%
1109 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 30.0 $1K NEW $46.20 -10.0%
1110 INMD INMODE LTD Healthcare 100.0 $1K NEW $13.68 -2.0%
1111 RGT ROYCE GLOBAL TRUST INC Financial Services 100.0 $1K NEW $13.37 +8.1%
1112 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 250.0 $1K NEW $5.32 -6.4%
1113 SCI SERVICE CORP INTL Consumer Cyclical 16.0 $1K NEW $82.56 -12.0%
1114 HAL HALLIBURTON CO Energy 32.0 $1K NEW $39.00 -10.4%
1115 AI C3 AI INC Technology 146.0 $1K NEW $8.42 +22.3%
1116 INFQ INFLEQTION INC Technology 124.0 $1K NEW $9.81 +37.9%
1117 WK WORKIVA INC Technology 20.0 $1K NEW $59.65 -20.6%
1118 EWBC EAST WEST BANCORP INC Financial Services 11.0 $1K NEW $106.82 +18.7%
1119 ENTG ENTEGRIS INC Technology 10.0 $1K NEW $117.30 +52.4%
1120 PBF PBF ENERGY INC Energy 24.0 $1K NEW $47.62 -21.7%
Page 56 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%