Salem Investment Counselors Inc Top Holdings and 13F Report (2025)

About Salem Investment Counselors Inc

Investment Activity

Salem Investment Counselors Inc has $3.49 billion in total holdings as of September 30, 2025.
Salem Investment Counselors Inc owns shares of 1,214 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
Approximately 1.39% of the portfolio was purchased this quarter.
About 1.78% of the portfolio was sold this quarter.
This quarter, Salem Investment Counselors Inc has purchased 1,170 new stocks and bought additional shares in 240 stocks.
Salem Investment Counselors Inc sold shares of 203 stocks and completely divested from 53 stocks this quarter.

Largest Holdings

Lowe's Companies: $350,031,008
NVIDIA: $272,162,076
Apple: $248,425,998
Microsoft: $206,382,125
PALANTIR TECHNOLOGIES INC: $130,589,006

Largest New Holdings this Quarter

922040845 - VANGUARD INSTL INDEX FD: $2,402,743 Holding
82846H405 - QXO INC: $1,530,233 Holding
84472E102 - SOUTHSTATE BK CORP: $1,220,748 Holding
015271109 - Alexandria Real Estate Equities: $333,053 Holding
80517M109 - Savers Value Village: $119,250 Holding

Largest Purchases this Quarter

Eli Lilly and Company: 8,295 shares (about $6.33M)
Marvell Technology: 52,178 shares (about $4.39M)
Yandex: 25,795 shares (about $2.90M)
GE HealthCare Technologies: 38,369 shares (about $2.88M)
VANGUARD INSTL INDEX FD: 31,776 shares (about $2.40M)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC: 100,452 shares (about $18.32M)
NVIDIA: 15,299 shares (about $2.85M)
Meta Platforms: 3,169 shares (about $2.33M)
NU: 142,784 shares (about $2.29M)
UnitedHealth Group: 6,505 shares (about $2.25M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LOW Lowe's Companies	$350,031,008	$1,203,523 ▼	-0.3%	1,392,826	10.0%	Retail/Wholesale
NVDA NVIDIA	$272,162,076	$2,854,606 ▼	-1.0%	1,458,628	7.8%	Computer and Technology
AAPL Apple	$248,425,998	$66,204 ▲	0.0%	975,635	7.1%	Computer and Technology
MSFT Microsoft	$206,382,125	$5,179 ▲	0.0%	398,460	5.9%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$130,589,006	$18,324,454 ▼	-12.3%	715,870	3.7%	CL A
GOOG Alphabet	$122,069,569	$326,601 ▲	0.3%	501,209	3.5%	Computer and Technology
META Meta Platforms	$117,145,704	$2,327,257 ▼	-1.9%	159,516	3.4%	Computer and Technology
AMZN Amazon.com	$105,359,195	$187,732 ▼	-0.2%	479,843	3.0%	Retail/Wholesale
BRK.B Berkshire Hathaway	$86,880,082	$368,509 ▼	-0.4%	172,813	2.5%	Finance
JPM JPMorgan Chase & Co.	$72,098,857	$214,177 ▲	0.3%	228,573	2.1%	Finance
GOOGL Alphabet	$66,962,581	$331,345 ▼	-0.5%	275,453	1.9%	Computer and Technology
LLY Eli Lilly and Company	$61,165,143	$6,329,086 ▲	11.5%	80,164	1.8%	Medical
BAC Bank of America	$58,547,811	$173,291 ▲	0.3%	1,134,867	1.7%	Finance
GRBK Green Brick Partners	$47,908,329	$84,865 ▼	-0.2%	648,637	1.4%	Finance
AMD Advanced Micro Devices	$43,001,032	$498,799 ▲	1.2%	265,783	1.2%	Computer and Technology
PEP PepsiCo	$39,934,139	$983 ▲	0.0%	284,350	1.1%	Consumer Staples
RTX RTX	$37,249,996	$60,573 ▲	0.2%	222,614	1.1%	Aerospace
MU Micron Technology	$36,688,759	$232,575 ▼	-0.6%	219,273	1.1%	Computer and Technology
ASTERA LABS INC	$35,973,943	$1,543,687 ▲	4.5%	183,728	1.0%	COM
WMT Walmart	$34,707,849	$134,493 ▼	-0.4%	336,773	1.0%	Retail/Wholesale
NU NU	$34,252,627	$2,285,972 ▼	-6.3%	2,139,452	1.0%	Finance
LEN Lennar	$33,536,579	$193,975 ▲	0.6%	266,079	1.0%	Construction
JNJ Johnson & Johnson	$33,070,859	$58,778 ▼	-0.2%	178,356	0.9%	Medical
ABBV AbbVie	$30,737,747	$299,843 ▲	1.0%	132,754	0.9%	Medical
ISRG Intuitive Surgical	$27,414,752	$812,617 ▲	3.1%	61,299	0.8%	Medical
V Visa	$27,009,355	$15,021 ▲	0.1%	79,118	0.8%	Business Services
SCHX Schwab US Large-Cap ETF	$24,794,245	$275,385 ▲	1.1%	941,315	0.7%	ETF
TSM Taiwan Semiconductor Manufacturing	$24,641,837	$482,773 ▼	-1.9%	88,201	0.7%	Computer and Technology
CAT Caterpillar	$24,453,938	$319,213 ▲	1.3%	51,250	0.7%	Industrials
SMURFIT WESTROCK PLC	$23,885,687	$40,016 ▼	-0.2%	561,092	0.7%	SHS
MGK Vanguard Mega Cap Growth ETF	$22,197,446	$178,417 ▼	-0.8%	55,115	0.6%	ETF
COST Costco Wholesale	$21,695,537	$597,949 ▲	2.8%	23,439	0.6%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$20,611,871	$121,734 ▼	-0.6%	69,929	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$19,756,548	$227,018 ▲	1.2%	29,589	0.6%	Finance
ACN Accenture	$19,334,920	$8,878 ▲	0.0%	78,406	0.6%	Computer and Technology
BSX Boston Scientific	$19,119,469	$282,639 ▲	1.5%	195,836	0.5%	Medical
VB Vanguard Small-Cap ETF	$19,005,073	$75,246 ▲	0.4%	74,509	0.5%	ETF
QCOM QUALCOMM	$18,971,827	$187,155 ▲	1.0%	114,041	0.5%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$18,808,138	$186,673 ▲	1.0%	634,553	0.5%	ETF
CSCO Cisco Systems	$18,574,336	$119,325 ▼	-0.6%	271,475	0.5%	Computer and Technology
MRK Merck & Co., Inc.	$16,060,579	$258,462 ▼	-1.6%	189,648	0.5%	Medical
PG Procter & Gamble	$16,032,469	$1,041,441 ▼	-6.1%	104,344	0.5%	Consumer Staples
MCD McDonald's	$15,991,604	$43,152 ▲	0.3%	52,623	0.5%	Retail/Wholesale
HIMS Hims & Hers Health	$14,905,052	$35,166 ▲	0.2%	262,783	0.4%	Medical
UI Ubiquiti	$13,241,987	$282,068 ▼	-2.1%	20,046	0.4%	Computer and Technology
TFC Truist Financial	$12,467,723	$221,834 ▼	-1.7%	272,697	0.4%	Finance
GEHC GE HealthCare Technologies	$12,135,034	$2,881,512 ▲	31.1%	161,585	0.3%	Medical
ETN Eaton	$11,924,728	$438,621 ▲	3.8%	31,863	0.3%	Industrials
BCPC Balchem	$11,456,331		0.0%	76,345	0.3%	Basic Materials
ABT Abbott Laboratories	$10,759,401	$199,035 ▼	-1.8%	80,330	0.3%	Medical
AVGO Broadcom	$10,645,866	$64,332 ▲	0.6%	32,269	0.3%	Computer and Technology
ORCL Oracle	$9,822,589	$1,969 ▼	0.0%	34,926	0.3%	Computer and Technology
XOM Exxon Mobil	$9,820,976	$96,627 ▼	-1.0%	87,104	0.3%	Energy
KMI Kinder Morgan	$9,802,510	$155,422 ▲	1.6%	346,256	0.3%	Energy
COF Capital One Financial	$9,441,954	$4,464 ▼	0.0%	44,416	0.3%	Finance
HON Honeywell International	$9,437,901	$49,257 ▲	0.5%	44,836	0.3%	Multi-Sector Conglomerates
HD Home Depot	$9,413,969	$316,460 ▲	3.5%	23,233	0.3%	Retail/Wholesale
KBH KB Home	$8,867,916	$9,546 ▼	-0.1%	139,345	0.3%	Construction
TMO Thermo Fisher Scientific	$8,784,737	$501,625 ▲	6.1%	18,108	0.3%	Medical
AEP American Electric Power	$8,623,575	$399,600 ▲	4.9%	76,654	0.2%	Utilities
KMB Kimberly-Clark	$8,529,250	$99,077 ▲	1.2%	68,009	0.2%	Consumer Staples
SCHA Schwab US Small-Cap ETF	$8,266,391	$159,198 ▲	2.0%	296,286	0.2%	ETF
ROPER TECHNOLOGIES INC	$8,166,049	$194,489 ▲	2.4%	16,375	0.2%	COM
AMGN Amgen	$8,160,679	$439,669 ▲	5.7%	28,918	0.2%	Medical
CRWD CrowdStrike	$8,099,607	$113,278 ▼	-1.4%	16,517	0.2%	Computer and Technology
ENB Enbridge	$8,045,595	$33,859 ▼	-0.4%	159,445	0.2%	Energy
TROW T. Rowe Price Group	$7,994,014	$34,487 ▲	0.4%	77,884	0.2%	Finance
IRM Iron Mountain	$7,873,701	$204 ▲	0.0%	77,236	0.2%	Business Services
EPD Enterprise Products Partners	$7,778,225	$29,800 ▲	0.4%	248,744	0.2%	Energy
BRK.A Berkshire Hathaway	$7,542,000		0.0%	10	0.2%	Finance
VOO Vanguard S&P 500 ETF	$7,429,665	$26,970 ▲	0.4%	12,121	0.2%	ETF
IVV iShares Core S&P 500 ETF	$7,400,451	$313,902 ▲	4.4%	11,057	0.2%	ETF
IWR iShares Russell Mid-Cap ETF	$7,323,221	$17,186 ▼	-0.2%	75,849	0.2%	ETF
ASML ASML	$7,173,547	$98,745 ▲	1.4%	7,410	0.2%	Computer and Technology
KO CocaCola	$7,158,345	$21,482 ▼	-0.3%	107,301	0.2%	Consumer Staples
MRVL Marvell Technology	$7,004,226	$4,386,616 ▲	167.6%	83,314	0.2%	Computer and Technology
TT Trane Technologies	$6,826,469	$418,162 ▲	6.5%	16,178	0.2%	Construction
PBR Petroleo Brasileiro S.A.- Petrobras	$6,805,821	$343,301 ▼	-4.8%	537,546	0.2%	Energy
ET Energy Transfer	$6,600,577	$378 ▼	0.0%	384,649	0.2%	Energy
WM Waste Management	$6,594,205	$49,908 ▼	-0.8%	29,861	0.2%	Business Services
MDLZ Mondelez International	$6,272,992	$118,685 ▲	1.9%	99,630	0.2%	Consumer Staples
RIO Rio Tinto	$6,265,208	$315,528 ▲	5.3%	94,913	0.2%	Basic Materials
PSX Phillips 66	$6,262,497	$48,967 ▲	0.8%	46,041	0.2%	Energy
CL Colgate-Palmolive	$6,207,947	$54,119 ▲	0.9%	77,658	0.2%	Consumer Staples
VIG Vanguard Dividend Appreciation ETF	$6,071,119	$632,611 ▲	11.6%	28,023	0.2%	ETF
GS The Goldman Sachs Group	$5,617,453		0.0%	7,054	0.2%	Finance
FDX FedEx	$5,491,356	$163,694 ▲	3.1%	23,147	0.2%	Transportation
MLM Martin Marietta Materials	$5,258,427	$3,151 ▼	-0.1%	8,343	0.2%	Construction
NEE NextEra Energy	$5,074,212	$30,724 ▼	-0.6%	67,217	0.1%	Utilities
CVX Chevron	$4,982,477	$186,037 ▲	3.9%	32,085	0.1%	Energy
ARCC Ares Capital	$4,966,264	$161,443 ▲	3.4%	243,325	0.1%	Finance
OBDC Blue Owl Capital	$4,893,160	$122,929 ▲	2.6%	382,525	0.1%	Finance
MELI MercadoLibre	$4,879,531	$500,105 ▲	11.4%	2,088	0.1%	Retail/Wholesale
MS Morgan Stanley	$4,862,746	$48,801 ▲	1.0%	30,591	0.1%	Finance
VUSB Vanguard Ultra-Short Bond ETF	$4,744,826	$698,180 ▲	17.3%	94,906	0.1%	ETF
SON Sonoco Products	$4,420,087	$169,645 ▲	4.0%	102,578	0.1%	Industrials
TSLA Tesla	$4,332,521	$280,177 ▲	6.9%	9,742	0.1%	Auto/Tires/Trucks
AGG iShares Core U.S. Aggregate Bond ETF	$4,277,668	$594,683 ▲	16.1%	42,670	0.1%	Finance
PNC The PNC Financial Services Group	$4,132,930	$100,465 ▲	2.5%	20,569	0.1%	Finance
NOW ServiceNow	$4,125,616	$323,939 ▲	8.5%	4,483	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Salem Investment Counselors Inc Top Holdings and 13F Report (2025)

About Salem Investment Counselors Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Salem Investment Counselors Inc Top Holdings and 13F Report (2025)

About Salem Investment Counselors Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSalem Investment Counselors Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools