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

About Salem Investment Counselors Inc

Investment Activity

  • Salem Investment Counselors Inc has $3.16 billion in total holdings as of June 30, 2025.
  • Salem Investment Counselors Inc owns shares of 1,170 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
  • Approximately 9.62% of the portfolio was purchased this quarter.
  • About 1.91% of the portfolio was sold this quarter.
  • This quarter, Salem Investment Counselors Inc has purchased 1,219 new stocks and bought additional shares in 185 stocks.
  • Salem Investment Counselors Inc sold shares of 298 stocks and completely divested from 109 stocks this quarter.

Largest Holdings

Lowe's Companies
$310,088,913
NVIDIA
$232,877,175
Apple
$200,117,625
Microsoft
$198,193,093
Meta Platforms
$120,076,476

Largest New Holdings this Quarter

04626A103 - ASTERA LABS INC
$15,899,815 Holding
955306105 - West Pharmaceutical Services
$557,940 Holding

Largest Purchases this Quarter

NVIDIA
1,471,927 shares (about $232.56M)
ASTERA LABS INC
175,844 shares (about $15.90M)
Eaton
22,028 shares (about $7.86M)
Capital One Financial
31,326 shares (about $6.66M)
ISHARES BITCOIN TRUST ETF
54,650 shares (about $3.35M)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC
122,812 shares (about $16.74M)
UnitedHealth Group
19,960 shares (about $6.23M)
Merck & Co., Inc.
63,710 shares (about $5.09M)
Allison Transmission
22,840 shares (about $2.17M)
Green Brick Partners
19,858 shares (about $1.25M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSalem Investment Counselors Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$310,088,913$105,832 0.0%1,397,6159.8%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$232,877,175$232,561,179 73,596.4%1,473,9277.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$200,117,625$409,724 -0.2%975,3756.3%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$198,193,093$719,255 -0.4%398,4506.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$120,076,476$792,711 -0.7%162,6853.8%Computer and Technology
PALANTIR TECHNOLOGIES INC
$111,281,016$16,741,732 -13.1%816,3223.5%CL A
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$105,460,401$8,776 0.0%480,6983.3%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$88,671,608$150,604 0.2%499,8682.8%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$84,303,512$1,120,672 -1.3%173,5462.7%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$66,068,706$52,474 -0.1%227,8942.1%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$56,023,691$332,078 0.6%71,8691.8%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$53,542,976$194,249 0.4%1,131,5081.7%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$48,783,232$98,689 0.2%276,8161.5%Computer and Technology
Green Brick Partners, Inc. stock logo
GRBK
Green Brick Partners
$40,858,544$1,248,671 -3.0%649,7861.3%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$37,544,648$550,871 -1.4%284,3431.2%Consumer Staples
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$37,277,130$50,516 0.1%262,7001.2%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$33,057,289$13,298 0.0%338,0781.0%Retail/Wholesale
RTX Corporation stock logo
RTX
RTX
$32,453,233$189,826 0.6%222,2521.0%Aerospace
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$32,323,114$125,528 -0.4%59,4821.0%Medical
Nu Holdings Ltd. stock logo
NU
NU
$31,312,278$14,036 0.0%2,282,2361.0%Finance
Lennar Corporation stock logo
LEN
Lennar
$29,260,789$401,183 -1.4%264,5400.9%Construction
Visa Inc. stock logo
V
Visa
$28,075,278$227,232 0.8%79,0740.9%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$27,292,328$121,895 -0.4%178,6730.9%Medical
Micron Technology, Inc. stock logo
MU
Micron Technology
$27,196,715$367,039 -1.3%220,6630.9%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$24,401,376$113,785 0.5%131,4590.8%Medical
SMURFIT WESTROCK PLC
$24,251,681$1,074,435 -4.2%562,0320.8%SHS
Accenture PLC stock logo
ACN
Accenture
$23,424,010$8,070 0.0%78,3700.7%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$22,750,226$126,501 0.6%930,8600.7%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$22,563,297$1,980 0.0%22,7930.7%Retail/Wholesale
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$20,723,793$10,204 0.0%192,9410.7%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$20,375,121$91,987 0.5%89,9290.6%Computer and Technology
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$20,364,510$388,171 -1.9%55,5580.6%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$19,757,911$474,131 2.5%70,3420.6%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$19,636,051$3,124,314 18.9%50,5810.6%Industrials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$18,955,951$109,690 -0.6%273,2190.6%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$18,114,579$112,717 -0.6%29,2490.6%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$17,982,970$50,804 -0.3%112,9160.6%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$17,703,971$65,799 0.4%111,1220.6%Consumer Staples
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$17,644,885$480,269 2.8%74,2140.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$17,622,553$1,092,576 -5.8%628,2550.6%ETF
ASTERA LABS INC
$15,899,815$15,899,815 New Holding175,8440.5%COM
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$15,400,068$5,091,533 -24.8%192,7000.5%Medical
McDonald's Corporation stock logo
MCD
McDonald's
$15,333,374$99,630 0.7%52,4810.5%Retail/Wholesale
Hims & Hers Health, Inc. stock logo
HIMS
Hims & Hers Health
$13,068,826$164,754 -1.2%262,1630.4%Medical
Balchem Corporation stock logo
BCPC
Balchem
$12,154,1240.0%76,3450.4%Basic Materials
Truist Financial Corporation stock logo
TFC
Truist Financial
$11,931,853$293,923 2.5%277,5490.4%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$11,127,795$84,462 -0.8%81,8160.4%Medical
Eaton Corporation, PLC stock logo
ETN
Eaton
$10,956,381$7,863,776 254.3%30,6910.3%Industrials
Honeywell International Inc. stock logo
HON
Honeywell International
$10,386,952$170,702 -1.6%44,6020.3%Multi-Sector Conglomerates
3M Company stock logo
MMM
3M
$10,289,315$202,936 2.0%67,5860.3%Multi-Sector Conglomerates
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$10,018,534$13,054 0.1%340,7660.3%Energy
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$9,482,196$227,135 -2.3%87,9610.3%Energy
Capital One Financial Corporation stock logo
COF
Capital One Financial
$9,454,417$6,664,920 238.9%44,4370.3%Finance
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$9,126,610$495,602 5.7%123,2160.3%Medical
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$9,060,938$39,112 0.4%15,9850.3%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$8,841,228$575,835 7.0%32,0740.3%Computer and Technology
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$8,737,950$314,711 3.7%67,2190.3%Consumer Staples
CrowdStrike stock logo
CRWD
CrowdStrike
$8,529,924$47,875 -0.6%16,7480.3%Computer and Technology
Ubiquiti Inc. stock logo
UI
Ubiquiti
$8,427,711$2,882 0.0%20,4730.3%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$8,231,951$299,917 -3.5%22,4520.3%Retail/Wholesale
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$7,922,098$3,180 0.0%77,2340.3%Business Services
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$7,683,9990.0%247,7910.2%Energy
CocaCola Company (The) stock logo
KO
CocaCola
$7,656,970$996 0.0%107,6230.2%Consumer Staples
Amgen Inc. stock logo
AMGN
Amgen
$7,639,204$283,678 3.9%27,3600.2%Medical
Oracle Corporation stock logo
ORCL
Oracle
$7,637,402$53,564 0.7%34,9330.2%Computer and Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$7,585,064$59,039 -0.8%73,1020.2%Utilities
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$7,483,382$2,818,862 60.4%77,5480.2%Finance
KB Home stock logo
KBH
KB Home
$7,389,051$245,251 -3.2%139,4950.2%Construction
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$7,351,674$710,475 -8.8%290,5800.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$7,288,0000.0%100.2%Finance
Enbridge Inc stock logo
ENB
Enbridge
$7,256,458$24,926 -0.3%160,1160.2%Energy
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$7,064,872$547,387 8.4%564,6610.2%Energy
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$6,997,535$138,622 -1.9%76,9810.2%Consumer Staples
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$6,992,204$25,292 -0.4%76,0270.2%ETF
Energy Transfer LP stock logo
ET
Energy Transfer
$6,974,086$109 0.0%384,6710.2%Energy
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$6,924,677$708,934 -9.3%17,0740.2%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$6,884,508$104,342 -1.5%30,0870.2%Business Services
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,866,745$34,683 -0.5%12,0770.2%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$6,642,946$3,937 -0.1%15,1870.2%Construction
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$6,637,243$266,047 4.2%97,7450.2%Consumer Staples
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,574,090$35,391 0.5%10,5880.2%ETF
ASML Holding N.V. stock logo
ASML
ASML
$5,856,559$445,573 8.2%7,3080.2%Computer and Technology
Phillips 66 stock logo
PSX
Phillips 66
$5,449,744$24,218 -0.4%45,6810.2%Energy
Blue Owl Capital Corporation stock logo
OBDC
Blue Owl Capital
$5,353,510$5,814 -0.1%372,9150.2%Finance
Rio Tinto PLC stock logo
RIO
Rio Tinto
$5,257,458$263,127 -4.8%90,1330.2%Basic Materials
Ares Capital Corporation stock logo
ARCC
Ares Capital
$5,169,714$76,860 1.5%235,4150.2%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5,159,503$133,597 2.7%25,1030.2%ETF
FedEx Corporation stock logo
FDX
FedEx
$5,136,828$369,874 7.8%22,4570.2%Transportation
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,064,246$6,226,967 -55.1%16,2330.2%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,992,4690.0%7,0540.2%Finance
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$4,897,943$57,500 1.2%1,8740.2%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$4,694,459$11,871 -0.3%67,6240.1%Utilities
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$4,582,719$6,039 -0.1%8,3480.1%Construction
Philip Morris International Inc. stock logo
PM
Philip Morris International
$4,484,988$43,649 1.0%24,4550.1%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$4,422,668$14,605 0.3%30,8870.1%Energy
Sonoco Products Company stock logo
SON
Sonoco Products
$4,296,802$176,854 4.3%98,6410.1%Industrials
Morgan Stanley stock logo
MS
Morgan Stanley
$4,265,805$4,930 -0.1%30,2840.1%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$4,246,999$30,842 -0.7%4,1310.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$4,061,693$81,689 2.1%3,0330.1%Consumer Discretionary
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$4,036,124$186,096 4.8%80,9410.1%ETF

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