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Salem Investment Counselors Inc Top Holdings and 13F Report (2026)

About Salem Investment Counselors Inc

Investment Activity

  • Salem Investment Counselors Inc has $3.41 billion in total holdings as of March 31, 2026.
  • Salem Investment Counselors Inc owns shares of 1,238 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
  • Approximately 2.49% of the portfolio was purchased this quarter.
  • About 1.37% of the portfolio was sold this quarter.
  • This quarter, Salem Investment Counselors Inc has purchased 391 new stocks and bought additional shares in 141 stocks.
  • Salem Investment Counselors Inc sold shares of 138 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Lowe's Companies
$329,481,139
NVIDIA
$242,518,933
Apple
$242,242,812
Microsoft
$144,918,547
Alphabet
$142,137,902

Largest New Holdings this Quarter

172908105 - Cintas
$8,005,228 Holding
697435105 - Palo Alto Networks
$2,585,000 Holding
37954Y830 - Global X Copper Miners ETF
$2,223,312 Holding
576323109 - MasTec
$1,316,882 Holding
80004C200 - SANDISK CORP
$918,067 Holding

Largest Purchases this Quarter

Novartis
63,391 shares (about $9.68M)
Cintas
47,329 shares (about $8.01M)
Adobe
12,258 shares (about $2.98M)
Palo Alto Networks
16,124 shares (about $2.59M)
Global X Copper Miners ETF
29,120 shares (about $2.22M)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC
58,454 shares (about $8.55M)
Hims & Hers Health
266,608 shares (about $5.53M)
NVIDIA
29,829 shares (about $5.20M)
Blue Owl Capital
314,665 shares (about $3.55M)
Apple
9,722 shares (about $2.47M)

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
$329,481,139$33,315 0.0%1,394,4529.7%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$242,518,933$5,202,407 -2.1%1,390,5297.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$242,242,812$2,467,346 -1.0%954,5017.1%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$144,918,547$688,516 0.5%391,4924.3%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$142,137,902$1,091,502 -0.8%495,4964.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$100,859,810$791,427 0.8%484,2743.0%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$89,704,609$418,798 0.5%156,7912.6%Computer and Technology
PALANTIR TECHNOLOGIES INC
$84,812,706$8,550,651 -9.2%579,7972.5%CL A
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$82,072,655$377,610 -0.5%171,2702.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$77,375,209$307,977 0.4%269,0752.3%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$72,250,288$645,675 -0.9%78,5532.1%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$71,008,428$120,900 0.2%241,3942.1%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$69,430,823$353,853 -0.5%205,4362.0%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$55,203,420$265,882 0.5%1,132,3781.6%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$53,901,830$346,238 0.6%264,9651.6%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$44,219,350$18,790 0.0%284,7531.3%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$43,184,869$269,128 -0.6%176,6691.3%Medical
RTX Corporation stock logo
RTX
RTX
$42,503,966$80,053 0.2%220,3421.2%Aerospace
WALMART INC
$41,495,891$194,828 -0.5%333,3251.2%COM
Green Brick Partners, Inc. stock logo
GRBK
Green Brick Partners
$41,367,555$188,001 -0.5%641,8551.2%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$34,659,281$147,360 -0.4%48,9221.0%Industrials
Nu Holdings Ltd. stock logo
NU
NU
$30,361,885$371,522 1.2%2,112,8660.9%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$28,950,172$388,154 1.4%62,8000.8%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$28,685,844$62,637 0.2%131,8950.8%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$28,168,459$498,003 1.8%83,3170.8%Computer and Technology
Visa Inc. stock logo
V
Visa
$24,723,279$298,311 1.2%81,8000.7%Business Services
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$24,533,935$488,247 2.0%24,6220.7%Retail/Wholesale
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$24,103,001$73,510 0.3%940,0550.7%ETF
Lennar Corporation stock logo
LEN
Lennar
$22,787,820$38,210 0.2%262,4120.7%Construction
SMURFIT WESTROCK PLC
$22,736,936$657,764 3.0%570,5630.7%SHS
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$21,348,294$1,465,931 -6.4%176,3720.6%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$20,917,119$16,449 0.1%269,5850.6%Computer and Technology
ASTERA LABS INC
$20,265,917$283,097 1.4%184,9080.6%COM
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$20,067,857$55,139 -0.3%69,8790.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$19,995,826$336,349 1.7%645,8600.6%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$19,808,691$360,459 -1.8%53,9100.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$19,599,736$41,121 0.2%74,8310.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$19,372,862$146,009 -0.7%29,7210.6%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$16,372,107$45,997 -0.3%52,6790.5%Retail/Wholesale
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$15,374,081$19,681 0.1%90,6170.5%Energy
Ubiquiti Inc. stock logo
UI
Ubiquiti
$15,130,893$691,504 -4.4%19,1460.4%Computer and Technology
Accenture PLC stock logo
ACN
Accenture
$15,073,411$433,264 -2.8%76,0170.4%Computer and Technology
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$14,725,066$113,455 0.8%114,3430.4%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$14,706,758$258,404 -1.7%101,8190.4%Consumer Staples
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$13,132,141$572,287 4.6%184,4920.4%Medical
Balchem Corporation stock logo
BCPC
Balchem
$12,938,9510.0%76,3450.4%Basic Materials
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$12,646,133$342,615 2.8%201,5320.4%Medical
Truist Financial Corporation stock logo
TFC
Truist Financial
$12,541,775$81,643 -0.6%272,8250.4%Finance
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$11,982,112$986,541 9.0%120,9700.4%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$11,910,769$296,866 2.6%33,3010.3%Industrials
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$11,633,938$39,733 -0.3%346,9710.3%Energy
Amgen Inc. stock logo
AMGN
Amgen
$10,804,985$272,684 2.6%30,7090.3%Medical
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$10,657,853$146,941 -1.4%81,3080.3%Utilities
Novartis AG stock logo
NVS
Novartis
$10,498,202$9,682,975 1,187.8%68,7280.3%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$10,461,748$335,199 3.3%33,8010.3%Computer and Technology
ASML Holding N.V. stock logo
ASML
ASML
$10,088,500$268,129 2.7%7,6380.3%Computer and Technology
3M Company stock logo
MMM
3M
$9,964,397$22,075 0.2%68,6110.3%Multi-Sector Conglomerates
Rio Tinto PLC stock logo
RIO
Rio Tinto
$9,833,210$528,805 5.7%105,1370.3%Basic Materials
Honeywell International Inc. stock logo
HON
Honeywell International
$9,653,535$177,886 -1.8%42,7090.3%Multi-Sector Conglomerates
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$9,627,4800.0%254,4260.3%Energy
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$9,468,869$964,875 -9.2%456,3310.3%Energy
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$9,034,400$190,358 2.2%310,6740.3%ETF
Enbridge Inc stock logo
ENB
Enbridge
$8,670,738$51,650 0.6%160,1540.3%Energy
SOLSTICE ADVANCED MATLS INC
$8,415,604$473,411 6.0%110,4990.2%COM SHS
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$8,339,735$246,819 3.0%16,9620.2%Medical
FedEx Corporation stock logo
FDX
FedEx
$8,310,261$19,311 -0.2%23,2380.2%Transportation
Phillips 66 stock logo
PSX
Phillips 66
$8,271,701$116,049 -1.4%45,4040.2%Energy
Capital One Financial Corporation stock logo
COF
Capital One Financial
$8,158,817$55,824 0.7%44,7230.2%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$8,133,206$54,591 0.7%106,3750.2%Consumer Staples
Hubbell Inc stock logo
HUBB
Hubbell
$8,105,062$85,389 -1.0%16,5160.2%Industrials
Cintas Corporation stock logo
CTAS
Cintas
$8,005,228$8,005,228 New Holding47,3290.2%Business Services
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$7,979,549$65,678 0.8%78,1210.2%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$7,702,429$39,468 0.5%23,4190.2%Retail/Wholesale
Energy Transfer LP stock logo
ET
Energy Transfer
$7,398,462$753 0.0%383,3400.2%Energy
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$7,367,215$5,153 -0.1%75,7710.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$7,212,157$718,690 -9.1%70,2460.2%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$7,181,4000.0%100.2%Finance
KB Home stock logo
KBH
KB Home
$7,072,673$106,088 -1.5%136,6700.2%Construction
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$7,018,661$125,415 -1.8%10,7450.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,931,679$98,000 -1.4%11,6000.2%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$6,806,840$61,124 -0.9%29,6220.2%Business Services
Chevron Corporation stock logo
CVX
Chevron
$6,748,747$40,139 0.6%32,6180.2%Energy
Trane Technologies plc stock logo
TT
Trane Technologies
$6,742,0200.0%16,1780.2%Construction
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$6,247,016$39,010 0.6%67,2590.2%Utilities
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$6,071,956$357,966 -5.6%71,2420.2%Consumer Staples
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$5,974,382$6,768 0.1%7,0620.2%Finance
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$5,954,913$41,505 0.7%102,4420.2%Consumer Staples
CrowdStrike stock logo
CRWD
CrowdStrike
$5,941,260$318,184 -5.1%15,2180.2%Computer and Technology
Sonoco Products Company stock logo
SON
Sonoco Products
$5,710,390$10,439 -0.2%105,5720.2%Industrials
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5,574,114$312,266 -5.3%25,9190.2%ETF
Oracle Corporation stock logo
ORCL
Oracle
$5,225,642$111,215 2.2%35,5220.2%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$5,178,360$92,324 1.8%31,4660.2%Finance
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$5,114,712$24,743 0.5%102,7360.2%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$4,824,665$376,744 8.5%91,6540.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$4,665,511$28,625 0.6%12,5500.1%Auto/Tires/Trucks
Carter's, Inc. stock logo
CRI
Carter's
$4,538,481$64,368 1.4%126,9150.1%Consumer Discretionary
Dycom Industries, Inc. stock logo
DY
Dycom Industries
$4,513,761$3,388 -0.1%13,3220.1%Construction
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$4,388,253$240,334 5.8%2,5380.1%Retail/Wholesale
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$4,375,659$2,943 -0.1%7,4330.1%Construction
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$4,311,625$53,063 1.2%20,7200.1%Finance

Showing largest 100 holdings. View all holdings.
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