Salem Investment Counselors Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Salem Investment Counselors Inc disclosed 1185 stock positions valued at approximately $4.03B as of quarter-end June 30, 2026. The largest holdings include LOWES COS INC, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 1185
- Portfolio Value
- $4.03B
Holdings by Sector
Salem Investment Counselors Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| LOWES COS INC | LOW | Consumer Cyclical | 7.63% | 1,396,306 | +1,854 | +0.13% | $307,871,609 |
| NVIDIA CORPORATION | NVDA | Technology | 6.81% | 1,373,183 | -17,346 | -1.25% | $274,760,121 |
| APPLE INC | AAPL | Technology | 6.70% | 933,415 | -30,808 | -3.20% | $270,092,947 |
| MICRON TECHNOLOGY INC | MU | Technology | 5.10% | 178,055 | -27,381 | -13.33% | $205,527,106 |
| ALPHABET INC | GOOG | Communication Services | 4.32% | 493,678 | -1,818 | -0.37% | $174,431,289 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.77% | 261,958 | -1,305 | -0.50% | $152,174,063 |
| MICROSOFT CORP | MSFT | Technology | 3.68% | 397,731 | +6,239 | +1.59% | $148,361,483 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.87% | 484,893 | +4,419 | +0.92% | $115,569,471 |
| ALPHABET INC | GOOGL | Communication Services | 2.36% | 266,024 | -3,051 | -1.13% | $95,069,029 |
| ELI LILLY & CO | LLY | Healthcare | 2.35% | 78,924 | +371 | +0.47% | $94,663,724 |
| META PLATFORMS INC | META | Communication Services | 2.21% | 158,362 | +1,571 | +1.00% | $89,203,624 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.15% | 173,198 | +1,140 | +0.66% | $86,666,621 |
| ASTERA LABS INC | ALAB | Technology | 2.14% | 178,908 | -6,000 | -3.24% | $86,416,143 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.97% | 242,447 | +1,053 | +0.44% | $79,360,227 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.60% | 552,123 | -27,674 | -4.77% | $64,416,191 |
| BANK OF AMER CORP | BAC | Financial Services | 1.59% | 1,122,942 | -3,982 | -0.35% | $63,985,256 |
| CATERPILLAR INC | CAT | Industrials | 1.29% | 48,741 | -181 | -0.37% | $51,904,291 |
| GREEN BRICK PARTNERS INC | GRBK | Consumer Cyclical | 1.28% | 643,035 | +1,180 | +0.18% | $51,468,522 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.11% | 176,284 | -385 | -0.22% | $44,770,757 |
| RTX CORPORATION | RTX | Industrials | 1.03% | 219,752 | -175 | -0.08% | $41,693,542 |
| PEPSICO INC | PEP | Consumer Defensive | 0.96% | 287,078 | +2,325 | +0.82% | $38,870,319 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.96% | 130,333 | +9,363 | +7.74% | $38,824,886 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.95% | 80,280 | -3,037 | -3.65% | $38,351,110 |
| WALMART INC | WMT | Consumer Defensive | 0.91% | 323,807 | -9,518 | -2.86% | $36,674,381 |
| ABBVIE INC | ABBV | Healthcare | 0.83% | 132,322 | +427 | +0.32% | $33,297,509 |
| CISCO SYS INC | CSCO | Technology | 0.78% | 268,350 | -1,235 | -0.46% | $31,520,419 |
| VISA INC | V | Financial Services | 0.71% | 84,026 | +2,226 | +2.72% | $28,828,533 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.70% | 957,478 | +17,423 | +1.85% | $28,178,583 |
| NU HLDGS LTD | NU | Financial Services | 0.70% | 2,108,268 | -4,598 | -0.22% | $28,166,461 |
| SMURFIT WESTROCK PLC | SW | Other | 0.64% | 562,063 | -8,500 | -1.49% | $26,001,035 |
Showing 30 of 1,185 holdings in the latest reporting period.