SALEM INVESTMENT COUNSELORS INC
13F Reported Value
ⓘ$4.0B
Holdings
1,244
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SALEM INVESTMENT COUNSELORS INC disclosed 1,244 positions worth $4.0B in its Form 13F-HR for Q2 2026, led by $LOW (LOWES COMPANIES INC) at 7.6% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 146 new positions and exited 51 — including a new stake in $AAPL. The portfolio is most concentrated in Technology (45.8% of disclosed assets). All figures are sourced directly from SALEM INVESTMENT COUNSELORS INC’s Form 13F-HR filing with the SEC under CIK 884423.
AI Fund Analysis
Diversifying
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 60.8#831
Quality
$307.9M1,396,306 sh - 85.9#5
Quality
$274.8M1,373,183 sh - 76.4#84
Quality
$270.1M933,415 sh - 86.2
Quality
$205.5M178,055 sh - 78.2
Quality
$174.4M493,678 sh - 79.8
Quality
$152.2M261,958 sh - 79.8
Quality
$148.4M397,731 sh - 68.7
Quality
$115.6M484,893 sh - 78.2
Quality
$95.1M266,024 sh - 87.5
Quality
$94.7M78,924 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 LOWES COMPANIES INC$LOW | 60.8#831 | $307.9M | 1,396,306 |
 NVIDIA CORP$NVDA | 85.9#5 | $274.8M | 1,373,183 |
 Apple Inc.$AAPL | 76.4#84 | $270.1M | 933,415 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $205.5M | 178,055 |
 Alphabet Inc.$GOOGL | 78.2 | $174.4M | 493,678 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $152.2M | 261,958 |
 MICROSOFT CORP$MSFT | 79.8 | $148.4M | 397,731 |
 AMAZON COM INC$AMZN | 68.7 | $115.6M | 484,893 |
 Alphabet Inc.$GOOG | 78.2 | $95.1M | 266,024 |
 ELI LILLY & Co$LLY | 87.5 | $94.7M | 78,924 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SALEM INVESTMENT COUNSELORS INC's 1,244 positions.
Showing top 10 of 1,244 holdings.
Sector Allocation
Technology
$1.8B
Consumer Discretionary
$547.9M
Financials
$380.3M
Healthcare
$345.9M
Other
$326.5M
Industrials
$277.4M
Energy
$87.7M
Consumer Staples
$87.7M
Top Holdings — SALEM INVESTMENT COUNSELORS INC (Q2 2026)
Top 150 of 1,244 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $LOW | LOWES COMPANIES INC | $307.9M | 7.6% | +0% | 60.8 |
| 2 | $NVDA | NVIDIA CORP | $274.8M | 6.8% | -1% | 85.9 |
| 3 | $AAPL | Apple Inc. | $270.1M | 6.7% | NEW | 76.4 |
| 4 | $MU | MICRON TECHNOLOGY INC | $205.5M | 5.1% | -13% | 86.2 |
| 5 | $GOOGL | Alphabet Inc. | $174.4M | 4.3% | -0% | 78.2 |
| 6 | $AMD | ADVANCED MICRO DEVICES INC | $152.2M | 3.8% | NEW | 79.8 |
| 7 | $MSFT | MICROSOFT CORP | $148.4M | 3.7% | +2% | 79.8 |
| 8 | $AMZN | AMAZON COM INC | $115.6M | 2.9% | NEW | 68.7 |
| 9 | $GOOG | Alphabet Inc. | $95.1M | 2.4% | -1% | 78.2 |
| 10 | $LLY | ELI LILLY & Co | $94.7M | 2.4% | +0% | 87.5 |
| 11 |  $META | Meta Platforms, Inc. | $89.2M | 2.2% | +1% | 79.6 |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $86.7M | 2.1% | NEW | 73.8 |
| 13 |  $ALAB | Astera Labs, Inc. | $86.4M | 2.1% | -3% | 75.1 |
| 14 |  $JPM | JPMORGAN CHASE & CO | $79.4M | 2.0% | +0% | 70.7 |
| 15 |  $PLTR | Palantir Technologies Inc. | $64.4M | 1.6% | -5% | 84.6 |
| 16 |  $BAC | BANK OF AMERICA CORP /DE/ | $64.0M | 1.6% | NEW | 67.6 |
| 17 |  $CAT | CATERPILLAR INC | $51.9M | 1.3% | -0% | 66.5 |
| 18 |  $GRBK | Green Brick Partners, Inc. | $51.5M | 1.3% | +0% | 52.2 |
| 19 |  $JNJ | JOHNSON & JOHNSON | $44.8M | 1.1% | -0% | 69 |
| 20 |  $RTX | RTX Corp | $41.7M | 1.0% | NEW | 73.2 |
| 21 |  $PEP | PEPSICO INC | $38.9M | 1.0% | +1% | 63.4 |
| 22 |  $MRVL | Marvell Technology, Inc. | $38.8M | 1.0% | +8% | 76.5 |
| 23 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $38.4M | 0.9% | -4% | — |
| 24 |  $WMT | Walmart Inc. | $36.7M | 0.9% | -3% | 60.2 |
| 25 |  $ABBV | AbbVie Inc. | $33.3M | 0.8% | +0% | 72.6 |
| 26 |  $CSCO | CISCO SYSTEMS, INC. | $31.5M | 0.8% | -0% | 70.3 |
| 27 |  $V | VISA INC. | $28.8M | 0.7% | +3% | 82.9 |
| 28 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $28.2M | 0.7% | +2% | — |
| 29 |  $NU | Nu Holdings Ltd. | $28.2M | 0.7% | -0% | — |
| 30 |  $SW | Smurfit Westrock plc | $26.0M | 0.6% | -1% | — |
| 31 |  $ISRG | INTUITIVE SURGICAL INC | $25.2M | 0.6% | +1% | 79.9 |
| 32 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $23.7M | 0.6% | -0% | — |
| 33 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $23.7M | 0.6% | +399% | — |
| 34 |  $LEN | LENNAR CORP /NEW/ | $23.4M | 0.6% | -1% | 47.2 |
| 35 |  $COST | COSTCO WHOLESALE CORP /NEW | $23.0M | 0.6% | -0% | 66.2 |
| 36 |  $MRK | Merck & Co., Inc. | $22.8M | 0.6% | -0% | 59.9 |
| 37 | — | VANGUARD INDEX FDS - SMALL CP ETF | $22.7M | 0.6% | +0% | — |
| 38 | — | VANGUARD INDEX FDS - MID CAP ETF | $22.6M | 0.6% | +302% | — |
| 39 |  $SPY | SPDR S&P 500 ETF TRUST | $21.8M | 0.5% | -2% | — |
| 40 |  $QCOM | QUALCOMM INC/DE | $21.2M | 0.5% | +1% | 70.5 |
| 41 |  $ASML | ASML HOLDING NV | $16.2M | 0.4% | +6% | — |
| 42 |  $PG | PROCTER & GAMBLE Co | $14.8M | 0.4% | -1% | 64.6 |
| 43 |  $ETN | Eaton Corp plc | $14.5M | 0.4% | +2% | — |
| 44 |  $MCD | MCDONALDS CORP | $14.4M | 0.4% | +1% | 69 |
| 45 |  $ENTG | ENTEGRIS INC | $13.9M | 0.3% | NEW | 58 |
| 46 |  $AVGO | Broadcom Inc. | $13.0M | 0.3% | +2% | 84.5 |
| 47 |  $BCPC | BALCHEM CORP | $12.9M | 0.3% | NEW | 64.5 |
| 48 |  $XOM.R34088 | EXXON MOBIL CORP | $12.5M | 0.3% | +1% | 57.9 |
| 49 |  $AMGN | AMGEN INC | $11.9M | 0.3% | NEW | 79.2 |
| 50 |  $GEHC | GE HealthCare Technologies Inc. | $11.5M | 0.3% | -2% | 55.7 |
| 51 |  $CRWD | CrowdStrike Holdings, Inc. | $11.5M | 0.3% | -1% | 67.7 |
| 52 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $11.3M | 0.3% | +1% | — |
| 53 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $11.3M | 0.3% | NEW | 66.8 |
| 54 |  $KMI | KINDER MORGAN, INC. | $11.2M | 0.3% | +1% | 71.3 |
| 55 |  $NVS | NOVARTIS AG | $11.1M | 0.3% | +3% | — |
| 56 |  $MMM | 3M CO | $11.1M | 0.3% | +0% | 64.9 |
| 57 |  $RIO | RIO TINTO PLC | $10.1M | 0.3% | +2% | — |
| 58 |  $SOLS | Solstice Advanced Materials Inc. | $10.0M | 0.3% | +2% | 61.6 |
| 59 |  $UI | Ubiquiti Inc. | $9.9M | 0.3% | -3% | 78.3 |
| 60 |  $IRM | IRON MOUNTAIN INC | $9.7M | 0.2% | -1% | 62.9 |
| 61 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $9.3M | 0.2% | -0% | 61.4 |
| 62 |  $ACN | Accenture plc | $9.2M | 0.2% | -3% | — |
| 63 |  $HUBB | HUBBELL INC | $8.9M | 0.2% | +2% | 64.1 |
| 64 |  $COF | CAPITAL ONE FINANCIAL CORP | $8.8M | 0.2% | -2% | 62.4 |
| 65 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $8.7M | 0.2% | +2% | 65.1 |
| 66 |  $ENB | ENBRIDGE INC | $8.7M | 0.2% | -0% | 66.7 |
| 67 |  $KO | COCA COLA CO | $8.7M | 0.2% | -0% | 69.5 |
| 68 |  $INTC | INTEL CORP | $8.6M | 0.2% | -3% | 45.6 |
| 69 |  $KBH | KB HOME | $8.4M | 0.2% | -1% | 46.6 |
| 70 |  $HD | HOME DEPOT, INC. | $8.3M | 0.2% | +0% | 60.3 |
| 71 | — | ISHARES TR - RUS MID CAP ETF | $8.2M | 0.2% | -2% | — |
| 72 |  $BSX | BOSTON SCIENTIFIC CORP | $8.1M | 0.2% | -6% | 77.5 |
| 73 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $8.0M | 0.2% | +1% | — |
| 74 |  $TT | Trane Technologies plc | $7.9M | 0.2% | +0% | — |
| 75 |  $CTAS | CINTAS CORP | $7.9M | 0.2% | -2% | 68.7 |
| 76 |  $TFC | TRUIST FINANCIAL CORP | $7.5M | 0.2% | -45% | 76.4 |
| 77 |  $PSX | Phillips 66 | $7.5M | 0.2% | -2% | 57.8 |
| 78 |  $BRK.A | BERKSHIRE HATHAWAY INC | $7.5M | 0.2% | NEW | 73.8 |
| 79 | — | ISHARES TR - CORE S&P500 ETF | $7.5M | 0.2% | -7% | — |
| 80 |  $NBIS | Nebius Group N.V. | $7.4M | 0.2% | +2% | — |
| 81 |  $FDX | FEDEX CORP | $7.3M | 0.2% | +1% | 60.3 |
| 82 |  $ET | Energy Transfer LP | $7.3M | 0.2% | +0% | 64.4 |
| 83 |  $DELL | Dell Technologies Inc. | $7.2M | 0.2% | +42% | 71.2 |
| 84 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $6.8M | 0.2% | -7% | 54.3 |
| 85 |  $GS | GOLDMAN SACHS GROUP INC | $6.6M | 0.2% | -7% | 73.5 |
| 86 |  $DY | DYCOM INDUSTRIES INC | $6.6M | 0.2% | -2% | 56.3 |
| 87 |  $MS | MORGAN STANLEY | $6.5M | 0.2% | -1% | 75.8 |
| 88 |  $WM | WASTE MANAGEMENT INC | $6.5M | 0.2% | -1% | 67.6 |
| 89 |  $SNDK | Sandisk Corp | $6.4M | 0.2% | +96% | 87.7 |
| 90 |  $CL | COLGATE PALMOLIVE CO | $6.4M | 0.2% | -2% | 61.3 |
| 91 |  $SON | SONOCO PRODUCTS CO | $6.0M | 0.1% | +2% | 69 |
| 92 |  $MDLZ | Mondelez International, Inc. | $6.0M | 0.1% | +1% | 56.4 |
| 93 |  $NEE | NEXTERA ENERGY INC | $6.0M | 0.1% | +1% | 64.6 |
| 94 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $5.9M | 0.1% | -4% | — |
| 95 |  $ABT | ABBOTT LABORATORIES | $5.6M | 0.1% | NEW | 65.5 |
| 96 |  $PANW | Palo Alto Networks Inc | $5.5M | 0.1% | -0% | 65.5 |
| 97 |  $CVX | CHEVRON CORP | $5.4M | 0.1% | -1% | 62.8 |
| 98 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $5.3M | 0.1% | +4% | 73.7 |
| 99 |  $CRI | CARTERS INC | $5.2M | 0.1% | -0% | 58.1 |
| 100 |  $ORCL | ORACLE CORP | $5.2M | 0.1% | -0% | 66.2 |
| 101 |  $TSLA | Tesla, Inc. | $5.1M | 0.1% | -3% | 53.9 |
| 102 |  $MELI | MERCADOLIBRE INC | $4.9M | 0.1% | +13% | 80.2 |
| 103 | — | ALPS ETF TR - ALERIAN MLP | $4.8M | 0.1% | +1% | — |
| 104 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $4.8M | 0.1% | -6% | — |
| 105 |  $TROW | PRICE T ROWE GROUP INC | $4.8M | 0.1% | -2% | 69 |
| 106 |  $HON | HONEYWELL INTERNATIONAL INC | $4.7M | 0.1% | -51% | 65 |
| 107 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.6M | 0.1% | NEW | — |
| 108 |  $IVZ | Invesco Ltd. | $4.6M | 0.1% | NEW | — |
| 109 |  $NTRA | Natera, Inc. | $4.5M | 0.1% | +0% | 53.5 |
| 110 |  $HONA | Honeywell Aerospace Inc. | $4.5M | 0.1% | NEW | — |
| 111 |  $PSUS | Pershing Square USA, Ltd. | $4.4M | 0.1% | NEW | — |
| 112 |  $C | CITIGROUP INC | $4.3M | 0.1% | -0% | 65 |
| 113 |  $MLM | MARTIN MARIETTA MATERIALS INC | $4.3M | 0.1% | -1% | 62.9 |
| 114 |  $UNH | UNITEDHEALTH GROUP INC | $4.2M | 0.1% | +1% | 62.7 |
| 115 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $4.2M | 0.1% | +0% | 67.5 |
| 116 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $4.2M | 0.1% | +4% | — |
| 117 |  $PM | Philip Morris International Inc. | $4.1M | 0.1% | -2% | 75.9 |
| 118 |  $TXT | TEXTRON INC | $4.1M | 0.1% | -1% | 58.5 |
| 119 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $4.1M | 0.1% | -0% | — |
| 120 |  $DUK | Duke Energy CORP | $4.1M | 0.1% | +2% | 56.4 |
| 121 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $4.1M | 0.1% | +1% | — |
| 122 | — | ISHARES TR - RUSSELL 2000 ETF | $4.0M | 0.1% | -2% | — |
| 123 |  $CVS | CVS HEALTH Corp | $3.9M | 0.1% | -5% | 59.4 |
| 124 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $3.9M | 0.1% | +5% | 65 |
| 125 |  $ALSN | Allison Transmission Holdings Inc | $3.8M | 0.1% | -0% | 66.8 |
| 126 |  $GE | GENERAL ELECTRIC CO | $3.8M | 0.1% | +0% | 73.8 |
| 127 |  $MKL | MARKEL GROUP INC. | $3.8M | 0.1% | +0% | 60.2 |
| 128 |  $SYY | SYSCO CORP | $3.7M | 0.1% | +0% | 54.7 |
| 129 |  $KMB | KIMBERLY CLARK CORP | $3.7M | 0.1% | -5% | 58.7 |
| 130 | — | ISHARES TR - CORE US AGGBD ET | $3.7M | 0.1% | -13% | — |
| 131 |  $APH | AMPHENOL CORP /DE/ | $3.7M | 0.1% | NEW | 79.3 |
| 132 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.7M | 0.1% | -7% | — |
| 133 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $3.7M | 0.1% | +37% | — |
| 134 |  $ARCC | ARES CAPITAL CORP | $3.6M | 0.1% | -12% | — |
| 135 |  $GLW | CORNING INC /NY | $3.6M | 0.1% | -3% | 73.7 |
| 136 | — | VANGUARD INDEX FDS - GROWTH ETF | $3.6M | 0.1% | +498% | — |
| 137 |  $NUE | NUCOR CORP | $3.5M | 0.1% | -1% | 61.7 |
| 138 |  $NGVT | Ingevity Corp | $3.3M | 0.1% | +0% | 53.1 |
| 139 |  $HRI | HERC HOLDINGS INC | $3.3M | 0.1% | +5% | 65.3 |
| 140 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $3.3M | 0.1% | -3% | — |
| 141 |  $GEV | GE Vernova Inc. | $3.2M | 0.1% | +1% | 81.1 |
| 142 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $3.1M | 0.1% | +6% | 64.4 |
| 143 |  $NVO | NOVO NORDISK A S | $3.0M | 0.1% | +21% | — |
| 144 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $3.0M | 0.1% | -0% | — |
| 145 |  $INTU | INTUIT INC. | $2.9M | 0.1% | +1852% | 79.3 |
| 146 |  $YUM | YUM BRANDS INC | $2.9M | 0.1% | -1% | 73.7 |
| 147 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.9M | 0.1% | +0% | — |
| 148 |  $ADBE | ADOBE INC. | $2.9M | 0.1% | +8% | 77.6 |
| 149 |  $UNF | UNIFIRST CORP | $2.9M | 0.1% | +0% | 48 |
| 150 |  $FRPH | FRP HOLDINGS, INC. | $2.8M | 0.1% | -0% | 35.6 |
New Positions (146)
$AAPL Apple Inc.$270.1M$AMD ADVANCED MICRO DEVICES INC$152.2M$AMZN AMAZON COM INC$115.6M$BRK.B BERKSHIRE HATHAWAY INC$86.7M$BAC BANK OF AMERICA CORP /DE/$64.0M$RTX RTX Corp$41.7M$BCPC BALCHEM CORP$12.9M$AMGN AMGEN INC$11.9M$AEP AMERICAN ELECTRIC POWER CO INC$11.3M$BRK.A BERKSHIRE HATHAWAY INC$7.5M$ABT ABBOTT LABORATORIES$5.6M$QQQ INVESCO QQQ TRUST, SERIES 1$4.6M$HONA Honeywell Aerospace Inc.$4.5M$PSUS Pershing Square USA, Ltd.$4.4M$APH AMPHENOL CORP /DE/$3.7MExited Positions (51)
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