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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 $4.01 billion in total holdings as of September 30, 2026.
  • Salem Investment Counselors Inc owns shares of 412 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
  • Approximately 1.74% of the portfolio was purchased this quarter.
  • About 3.19% of the portfolio was sold this quarter.
  • This quarter, Salem Investment Counselors Inc has purchased 1,244 new stocks and bought additional shares in 140 stocks.
  • Salem Investment Counselors Inc sold shares of 150 stocks and completely divested from 839 stocks this quarter.

Largest Holdings

NVIDIA
$311,923,189
Apple
$309,269,875
Lowe's Companies
$257,311,219
Microsoft
$205,865,620
Micron Technology
$183,929,586

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$15,237,795 Holding
68236H204 - Ondas
$3,075,229 Holding
30609A109 - ONEOK INC NEW
$1,022,388 Holding
645827205 - Idaho Strategic Resources
$450,800 Holding
980745103 - Woodward
$348,963 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP
93,627 shares (about $15.24M)
CrowdStrike
46,214 shares (about $12.24M)
PepsiCo
27,626 shares (about $3.50M)
Ondas
419,540 shares (about $3.08M)
QXO INC
213,150 shares (about $2.49M)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC
56,121 shares (about $10.50M)
ASTERA LABS INC
24,185 shares (about $8.61M)
Advanced Micro Devices
11,390 shares (about $6.97M)
Micron Technology
5,369 shares (about $5.72M)
NU
250,742 shares (about $3.17M)

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
NVIDIA Corporation stock logo
NVDA
NVIDIA
$311,923,189$1,953,410 ▼-0.6%1,364,6377.8%Technology
Apple Inc. stock logo
AAPL
Apple
$309,269,875$1,575,850 ▼-0.5%928,6837.7%Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$257,311,219$14,006 ▼0.0%1,396,2306.4%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$205,865,620$1,869,519 ▲0.9%401,3765.1%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$183,929,586$5,718,576 ▼-3.0%172,6864.6%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$167,206,136$1,009,612 ▼-0.6%490,7154.2%Communication Services
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$153,287,478$6,967,946 ▼-4.3%250,5683.8%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$120,749,378$61,789 ▼-0.1%484,6453.0%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$114,214,367$626,555 ▼-0.5%157,4982.8%Communication Services
PALANTIR TECHNOLOGIES INC
$92,777,175$10,497,433 ▼-10.2%496,0022.3%CL A
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$91,315,943$5,785 ▼0.0%78,9192.3%Healthcare
Alphabet Inc. stock logo
GOOGL
Alphabet
$88,429,249$3,104,290 ▼-3.4%257,0022.2%Communication Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$85,745,072$498,946 ▼-0.6%172,1962.1%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$80,263,421$54,587 ▲0.1%242,6122.0%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$61,827,797$706,066 ▲1.2%1,135,9141.5%Finance
ASTERA LABS INC
$55,076,747$8,609,135 ▼-13.5%154,7231.4%COM
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$46,948,608$279,300 ▲0.6%177,3391.2%Healthcare
Green Brick Partners, Inc. stock logo
GRBK
Green Brick Partners
$42,950,874$439,830 ▲1.0%649,6881.1%Consumer Discretionary
RTX Corporation stock logo
RTX
RTX
$40,695,774$101,179 ▼-0.2%219,2071.0%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$39,879,299$3,500,767 ▲9.6%314,7041.0%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$39,545,472$26,756 ▲0.1%48,7741.0%Industrials
AbbVie Inc. stock logo
ABBV
AbbVie
$34,914,418$300,305 ▲0.9%133,4700.9%Healthcare
WALMART INC
$33,761,322$111,298 ▲0.3%324,8780.8%COM
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$33,622,634$3,014,783 ▼-8.2%73,6740.8%Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$32,797,209$1,638,103 ▼-4.8%124,1330.8%Technology
Visa Inc. stock logo
V
Visa
$31,593,427$1,400,311 ▲4.6%87,9230.8%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$29,170,638$288,126 ▲1.0%271,0270.7%Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$29,136,056$411,720 ▲1.4%971,2020.7%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$26,105,646$309,445 ▲1.2%64,2000.7%Healthcare
SMURFIT WESTROCK PLC
$24,782,304$4,675 ▼0.0%561,9570.6%SHS
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$24,731,528$206,795 ▼-0.8%266,9350.6%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$24,289,567$1,469,306 ▼-5.7%166,2720.6%Healthcare
Nu Holdings Ltd. stock logo
NU
NU
$23,516,280$3,174,394 ▼-11.9%1,857,5260.6%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$22,416,984$392,649 ▲1.8%285,8580.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$22,259,088$33,624 ▼-0.2%29,1280.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$21,973,280$109,272 ▲0.5%645,8930.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$21,704,881$407,674 ▲1.9%76,2940.5%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$21,585,086$821,127 ▼-3.7%23,7110.5%Consumer Staples
Lennar Corporation stock logo
LEN
Lennar
$21,449,070$324,076 ▲1.5%262,8880.5%Consumer Discretionary
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$21,290,078$137,662 ▲0.7%115,6820.5%Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$16,223,086$12,235,157 ▲306.8%61,2770.4%Technology
ASML Holding N.V. stock logo
ASML
ASML
$15,372,020$635,896 ▲4.3%8,4850.4%Technology
EXXONMOBIL HOLDINGS CORP
$15,237,795$15,237,795 ▲New Holding93,6270.4%COM SHS
Eaton Corporation, PLC stock logo
ETN
Eaton
$15,207,867$575,811 ▲3.9%35,3910.4%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$14,608,478$89,928 ▼-0.6%100,5540.4%Consumer Staples
Accenture PLC stock logo
ACN
Accenture
$13,072,264$418,267 ▼-3.1%71,2890.3%Technology
Amgen Inc. stock logo
AMGN
Amgen
$12,745,226$1,138,080 ▼-8.2%30,2370.3%Healthcare
Entegris, Inc. stock logo
ENTG
Entegris
$12,448,665$500,695 ▲4.2%80,8040.3%Technology
McDonald's Corporation stock logo
MCD
McDonald's
$12,407,945$141,566 ▲1.2%53,7280.3%Consumer Discretionary
Balchem Corporation stock logo
BCPC
Balchem
$12,181,472$412,400 ▼-3.3%73,8450.3%Materials
Broadcom Inc. stock logo
AVGO
Broadcom
$12,098,580$6,673 ▲0.1%34,4500.3%Technology
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$12,043,117$258,081 ▲2.2%184,2300.3%Healthcare
3M Company stock logo
MMM
3M
$11,418,030$149,211 ▲1.3%69,5590.3%Industrials
Novartis AG stock logo
NVS
Novartis
$11,087,384$950,372 ▲9.4%77,7680.3%Healthcare
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$10,697,582$174,026 ▲1.7%354,8120.3%Energy
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$10,467,164$1,265,351 ▼-10.8%15,5020.3%Healthcare
Ubiquiti Inc. stock logo
UI
Ubiquiti
$10,344,937$227,012 ▼-2.1%18,2280.3%Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$10,145,451$76,876 ▼-0.8%310,9240.3%ETF
Cintas Corporation stock logo
CTAS
Cintas
$9,802,351$732,645 ▲8.1%50,2530.2%Industrials
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$9,415,666$347,735 ▼-3.6%79,3630.2%Utilities
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$9,165,420$778 ▼0.0%105,9800.2%Consumer Staples
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$9,055,3740.0%254,2930.2%Energy
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$9,043,888$802,331 ▲9.7%207,1910.2%Healthcare
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$8,974,082$44,112 ▼-0.5%16,6820.2%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,906,576$1,265,147 ▲16.6%11,6300.2%ETF
Rio Tinto PLC stock logo
RIO
Rio Tinto
$8,716,376$1,347,384 ▼-13.4%92,5600.2%Materials
Capital One Financial Corporation stock logo
COF
Capital One Financial
$8,464,029$16,025 ▼-0.2%43,8390.2%Finance
Phillips 66 stock logo
PSX
Phillips 66
$8,409,657$2,958,022 ▼-26.0%32,9390.2%Energy
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$8,172,639$241,806 ▲3.0%76,5870.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,148,901$28,735 ▼-0.4%11,6270.2%ETF
Truist Financial Corporation stock logo
TFC
Truist Financial
$8,000,018$997,716 ▲14.2%172,7870.2%Finance
Hubbell Inc stock logo
HUBB
Hubbell
$7,915,774$242,676 ▲3.2%17,4510.2%Industrials
SOLSTICE ADVANCED MATLS INC
$7,857,598$1,479,301 ▲23.2%139,5170.2%COM SHS
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$7,854,010$706,557 ▼-8.3%70,7860.2%Real Estate
ENERGY TRANSFER L P
$7,579,561$119 ▲0.0%383,3870.2%COM UT LTD PTN
Intel Corporation stock logo
INTC
Intel
$7,517,622$120,230 ▲1.6%62,5270.2%Technology
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$7,482,918$1,338,385 ▼-15.2%358,4450.2%Energy
Enbridge Inc stock logo
ENB
Enbridge
$7,476,708$38,122 ▲0.5%160,8240.2%Energy
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$7,470,0500.0%100.2%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$7,312,1330.0%16,1780.2%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$6,824,195$152,490 ▲2.3%23,9870.2%Consumer Discretionary
FedEx Corporation stock logo
FDX
FedEx
$6,819,758$129,398 ▲1.9%23,8220.2%Industrials
Chevron Corporation stock logo
CVX
Chevron
$6,675,431$61,467 ▲0.9%32,6890.2%Energy
Natera, Inc. stock logo
NTRA
Natera
$6,637,759$194,256 ▼-2.8%16,0600.2%Healthcare
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$6,610,047$224,083 ▲3.5%16,6370.2%Technology
Yandex stock logo
YNDX
Yandex
$6,350,362$2,359 ▼0.0%26,9220.2%Technology
KB Home stock logo
KBH
KB Home
$6,154,720$118,963 ▼-1.9%132,4450.2%Consumer Discretionary
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$6,131,073$97,345 ▲1.6%105,1180.2%Consumer Staples
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$5,952,280$47,719 ▲0.8%6,6110.1%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$5,946,150$64,323 ▲1.1%31,6150.1%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,934,149$120,276 ▼-2.0%60,0440.1%Healthcare
Waste Management, Inc. stock logo
WM
Waste Management
$5,872,896$99,513 ▼-1.7%28,8000.1%Industrials
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$5,837,083$110,148 ▼-1.9%68,4140.1%Consumer Staples
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$5,640,353$1,929,974 ▲52.0%192,4380.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5,639,997$182,447 ▼-3.1%24,1740.1%ETF
Sonoco Products Company stock logo
SON
Sonoco Products
$5,385,188$146,216 ▲2.8%110,3070.1%Materials
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$5,322,144$369,905 ▲7.5%3,0790.1%Consumer Discretionary
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$5,160,091$7,195 ▲0.1%68,1290.1%Utilities
SANDISK CORP
$5,066,560$149,631 ▲3.0%2,9120.1%COM
Mettler-Toledo International, Inc. stock logo
MTD
Mettler-Toledo International
$4,986,1350.0%3,3000.1%Healthcare

Showing largest 100 holdings. View all holdings.
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