Salem Investment Counselors Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.41B
Q ending 2026-03-31
Prior quarter
$3.54B
Q ending 2025-12-31
Change
-3.8% QoQ · +18.7% YoY
Positions
1,238
reported holdings
Largest positions
Top 100 of 1,238 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Lowes Cos Inc | LOW | Shares | $329.5M | 1.4M |
| Nvidia Corporation | NVDA | Shares | $242.5M | 1.4M |
| Apple Inc | AAPL | Shares | $242.2M | 955K |
| Microsoft Corp | MSFT | Shares | $144.9M | 391K |
| Alphabet Inc | GOOG | Shares | $142.1M | 495K |
| Amazon Com Inc | AMZN | Shares | $100.9M | 484K |
| Meta Platforms Inc | META | Shares | $89.7M | 157K |
| Palantir Technologies Inc | PLTR | Shares | $84.8M | 580K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $82.1M | 171K |
| Alphabet Inc | GOOGL | Shares | $77.4M | 269K |
| Eli Lilly & Co | LLY | Shares | $72.3M | 79K |
| Jpmorgan Chase & Co | JPM | Shares | $71.0M | 241K |
| Micron Technology Inc | MU | Shares | $69.4M | 205K |
| Bank America Corp | BAC | Shares | $55.2M | 1.1M |
| Advanced Micro Devices Inc | AMD | Shares | $53.9M | 265K |
| Pepsico Inc | PEP | Shares | $44.2M | 285K |
| Johnson & Johnson | JNJ | Shares | $43.2M | 177K |
| Rtx Corporation | RTX | Shares | $42.5M | 220K |
| Walmart Inc | WMT | Shares | $41.5M | 333K |
| Green Brick Partners Inc | GRBK | Shares | $41.4M | 642K |
| Caterpillar Inc | CAT | Shares | $34.7M | 49K |
| Nu Hldgs Ltd | Shares | $30.4M | 2.1M | |
| Intuitive Surgical Inc | ISRG | Shares | $29.0M | 63K |
| Abbvie Inc | ABBV | Shares | $28.7M | 132K |
| Taiwan Semiconductor Manufac | TSM | Shares | $28.2M | 83K |
| Visa Inc | V | Shares | $24.7M | 82K |
| Costco Wholesale Corporation | COST | Shares | $24.5M | 25K |
| Schwab Strategic Tr | SCHX | Shares | $24.1M | 940K |
| Lennar Corp | LEN | Shares | $22.8M | 262K |
| Smurfit Westrock Plc | Shares | $22.7M | 571K | |
| Merck & Co Inc | MRK | Shares | $21.3M | 176K |
| Cisco Sys Inc | CSCO | Shares | $20.9M | 270K |
| Astera Labs Inc | ALAB | Shares | $20.3M | 185K |
| Vanguard Index Fds | VO | Shares | $20.1M | 70K |
| Schwab Strategic Tr | SCHM | Shares | $20.0M | 646K |
| Vanguard World Fd | MGK | Shares | $19.8M | 54K |
| Vanguard Index Fds | VB | Shares | $19.6M | 75K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $19.4M | 30K |
| Mcdonalds Corp | MCD | Shares | $16.4M | 53K |
| Exxon Mobil Corp | XOM | Shares | $15.4M | 91K |
| Ubiquiti Inc | UI | Shares | $15.1M | 19K |
| Accenture Plc Ireland | Shares | $15.1M | 76K | |
| Qualcomm Inc | QCOM | Shares | $14.7M | 114K |
| Procter & Gamble Co | PG | Shares | $14.7M | 102K |
| Ge Healthcare Technologies I | GEHC | Shares | $13.1M | 184K |
| Balchem Corp | BCPC | Shares | $12.9M | 76K |
| Boston Scientific Corp | BSX | Shares | $12.6M | 202K |
| Truist Finl Corp | TFC | Shares | $12.5M | 273K |
| Marvell Technology Inc | MRVL | Shares | $12.0M | 121K |
| Eaton Corp Plc | Shares | $11.9M | 33K | |
| Kinder Morgan Inc Del | KMI | Shares | $11.6M | 347K |
| Amgen Inc | AMGN | Shares | $10.8M | 31K |
| American Elec Pwr Co Inc | AEP | Shares | $10.7M | 81K |
| Novartis Ag | NVS | Shares | $10.5M | 69K |
| Broadcom Inc | AVGO | Shares | $10.5M | 34K |
| Asml Hldg Nv | Shares | $10.1M | 8K | |
| 3M Co | MMM | Shares | $10.0M | 69K |
| Rio Tinto Plc | RIO | Shares | $9.8M | 105K |
| Honeywell Intl Inc | HONGBP | Shares | $9.7M | 43K |
| Enterprise Prods Partners L | EPD | Shares | $9.6M | 254K |
| Petroleo Brasileiro S A | PBR | Shares | $9.5M | 456K |
| Schwab Strategic Tr | SCHA | Shares | $9.0M | 311K |
| Enbridge Inc | ENB | Shares | $8.7M | 160K |
| Solstice Advanced Matls Inc | SOLS | Shares | $8.4M | 110K |
| Thermo Fisher Scientific Inc | TMO | Shares | $8.3M | 17K |
| Fedex Corp | FDX | Shares | $8.3M | 23K |
| Phillips 66 | PSX | Shares | $8.3M | 45K |
| Capital One Finl Corp | COF | Shares | $8.2M | 45K |
| Coca Cola Co | KO | Shares | $8.1M | 106K |
| Hubbell Inc | HUBB | Shares | $8.1M | 17K |
| Cintas Corp | CTAS | Shares | $8.0M | 47K |
| Iron Mtn Inc Del | IRM | Shares | $8.0M | 78K |
| Home Depot Inc | HD | Shares | $7.7M | 23K |
| Energy Transfer L P | ET | Shares | $7.4M | 383K |
| Ishares Tr | IWR | Shares | $7.4M | 76K |
| Abbott Laboratories | ABT | Shares | $7.2M | 70K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $7.2M | 10 |
| Kb Home | KBH | Shares | $7.1M | 137K |
| Ishares Tr | IVV | Shares | $7.0M | 11K |
| Vanguard Index Fds | VOO | Shares | $6.9M | 12K |
| Waste Mgmt Inc Del | WM | Shares | $6.8M | 30K |
| Chevron Corporation | CVX | Shares | $6.7M | 33K |
| Trane Technologies Plc | Shares | $6.7M | 16K | |
| Nextera Energy Inc | NEE | Shares | $6.2M | 67K |
| Colgate Palmolive Co | CL | Shares | $6.1M | 71K |
| Goldman Sachs Group Inc | GS | Shares | $6.0M | 7K |
| Mondelez Intl Inc | MDLZ | Shares | $6.0M | 102K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $5.9M | 15K |
| Sonoco Prods Co | SON | Shares | $5.7M | 106K |
| Vanguard Specialized Funds | VIG | Shares | $5.6M | 26K |
| Oracle Corp | ORCL | Shares | $5.2M | 36K |
| Morgan Stanley | MS | Shares | $5.2M | 31K |
| Vanguard Bd Index Fds | VUSB | Shares | $5.1M | 103K |
| Alps Etf Tr | AMLP | Shares | $4.8M | 92K |
| Tesla Inc | TSLA | Shares | $4.7M | 13K |
| Carters Inc | CRI | Shares | $4.5M | 127K |
| Dycom Inds Inc | DY | Shares | $4.5M | 13K |
| Mercadolibre Inc | MELI | Shares | $4.4M | 3K |
| Martin Marietta Matls Inc | MLM | Shares | $4.4M | 7K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $4.3M | 21K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.