Salem Investment Counselors Inc Portfolio Stock Holdings
Salem Investment Counselors Inc disclosed 1148 stock positions valued at approximately $2.8 billion in its latest SEC 13F filing. The largest holdings include LOWES COS INC, NVIDIA CORPORATION, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1148
- Portfolio Value
- $2.8B
Holdings by Sector
Salem Investment Counselors Inc Portfolio Holdings in Q1 2026
1083 holdings in the latest reporting period.
Page 1 of 11
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| LOWES COS INC | LOW | Consumer Cyclical | 11.93% | 1,394,452 | -141 | -0.01% | $329,481,139 |
| NVIDIA CORPORATION | NVDA | Technology | 8.78% | 1,390,529 | -29,829 | -2.10% | $242,518,933 |
| MICROSOFT CORP | MSFT | Technology | 5.25% | 391,492 | +1,860 | +0.48% | $144,918,547 |
| ALPHABET INC | GOOG | Communication Services | 5.15% | 495,496 | -3,805 | -0.76% | $142,137,902 |
| META PLATFORMS INC | META | Communication Services | 3.25% | 156,791 | +732 | +0.47% | $89,704,609 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 3.07% | 579,797 | -58,454 | -9.16% | $84,812,706 |
| ALPHABET INC | GOOGL | Communication Services | 2.80% | 269,075 | +1,071 | +0.40% | $77,375,209 |
| ELI LILLY & CO | LLY | Healthcare | 2.62% | 78,553 | -702 | -0.89% | $72,250,288 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.57% | 241,394 | +411 | +0.17% | $71,008,428 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.51% | 205,436 | -1,047 | -0.51% | $69,433,672 |
| PEPSICO INC | PEP | Consumer Defensive | 1.60% | 284,753 | -121 | -0.04% | $44,219,350 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.56% | 176,669 | -1,101 | -0.62% | $43,184,869 |
| WALMART INC | WMT | Consumer Defensive | 1.50% | 333,325 | -1,565 | -0.47% | $41,495,891 |
| GREEN BRICK PARTNERS INC | GRBK | Consumer Cyclical | 1.50% | 641,855 | -2,917 | -0.45% | $41,367,555 |
| CATERPILLAR INC | CAT | Industrials | 1.26% | 48,922 | -208 | -0.42% | $34,659,281 |
| NU HLDGS LTD | G6683N103 | Other | 1.10% | 2,112,866 | +25,854 | +1.24% | $30,361,885 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.05% | 62,800 | +842 | +1.36% | $28,950,172 |
| ABBVIE INC | ABBV | Healthcare | 1.04% | 131,895 | +288 | +0.22% | $28,685,844 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.02% | 83,317 | +1,473 | +1.80% | $28,168,459 |
| VISA INC | V | Financial Services | 0.90% | 81,800 | +987 | +1.22% | $24,723,279 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.89% | 24,622 | +490 | +2.03% | $24,533,935 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.87% | 940,055 | +2,867 | +0.31% | $24,103,001 |
| LENNAR CORP | LEN | Consumer Cyclical | 0.83% | 262,412 | +440 | +0.17% | $22,787,820 |
| SMURFIT WESTROCK PLC | SW | Other | 0.82% | 570,563 | +16,506 | +2.98% | $22,736,936 |
| MERCK & CO INC | MRK | Healthcare | 0.77% | 176,372 | -12,111 | -6.43% | $21,348,294 |
| CISCO SYS INC | CSCO | Technology | 0.76% | 269,585 | +212 | +0.08% | $20,917,119 |
| ASTERA LABS INC | ALAB | Technology | 0.73% | 184,908 | +2,583 | +1.42% | $20,265,917 |
| VANGUARD INDEX FDS | VO | Other | 0.73% | 69,879 | -192 | -0.27% | $20,067,857 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.72% | 645,860 | +10,864 | +1.71% | $19,995,826 |
| VANGUARD WORLD FD | MGK | Other | 0.72% | 53,910 | -981 | -1.79% | $19,808,691 |
| VANGUARD INDEX FDS | VB | Other | 0.71% | 74,831 | +157 | +0.21% | $19,599,736 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.70% | 29,721 | -224 | -0.75% | $19,372,862 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.59% | 52,679 | -148 | -0.28% | $16,372,107 |
| EXXON MOBIL CORP | XOM | Energy | 0.56% | 90,617 | +116 | +0.13% | $15,374,081 |
| UBIQUITI INC | UI | Technology | 0.55% | 19,146 | -875 | -4.37% | $15,130,893 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.55% | 76,017 | -2,185 | -2.79% | $15,073,411 |
| QUALCOMM INC | QCOM | Technology | 0.53% | 114,343 | +881 | +0.78% | $14,725,066 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.53% | 101,819 | -1,789 | -1.73% | $14,706,758 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 0.48% | 184,492 | +8,040 | +4.56% | $13,132,141 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.46% | 201,532 | +5,460 | +2.78% | $12,646,133 |
| TRUIST FINL CORP | TFC | Financial Services | 0.45% | 272,825 | -1,776 | -0.65% | $12,541,775 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.43% | 120,970 | +9,960 | +8.97% | $11,982,112 |
| EATON CORP PLC | ETN | Other | 0.43% | 33,301 | +830 | +2.56% | $11,910,769 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.42% | 346,971 | -1,185 | -0.34% | $11,633,938 |
| NOVARTIS AG | NVS | Healthcare | 0.38% | 68,728 | +63,391 | +1187.76% | $10,498,202 |
| BROADCOM INC | AVGO | Technology | 0.38% | 33,801 | +1,083 | +3.31% | $10,461,748 |
| ASML HLDG NV | ASML | Other | 0.37% | 7,638 | +203 | +2.73% | $10,088,500 |
| 3M CO | MMM | Industrials | 0.36% | 68,611 | +152 | +0.22% | $9,964,397 |
| RIO TINTO PLC | RIO | Basic Materials | 0.36% | 105,137 | +5,654 | +5.68% | $9,833,464 |
| HONEYWELL INTL INC | HON | Industrials | 0.35% | 42,709 | -787 | -1.81% | $9,653,535 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.35% | 254,426 | - | - | $9,627,480 |
| PETROLEO BRASILEIRO S A | PBR | Energy | 0.34% | 456,331 | -46,500 | -9.25% | $9,468,869 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.33% | 310,674 | +6,546 | +2.15% | $9,034,400 |
| ENBRIDGE INC | ENB | Energy | 0.31% | 160,154 | +954 | +0.60% | $8,670,738 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.30% | 16,962 | +502 | +3.05% | $8,339,840 |
| FEDEX CORP | FDX | Industrials | 0.30% | 23,238 | -54 | -0.23% | $8,310,261 |
| PHILLIPS 66 | PSX | Energy | 0.30% | 45,404 | -637 | -1.38% | $8,271,701 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.30% | 44,723 | +306 | +0.69% | $8,158,817 |
| COCA COLA CO | KO | Consumer Defensive | 0.29% | 106,375 | +714 | +0.68% | $8,133,206 |
| HUBBELL INC | HUBB | Industrials | 0.29% | 16,516 | -174 | -1.04% | $8,105,062 |
| CINTAS CORP | CTAS | Industrials | 0.29% | 47,329 | +47,329 | +100.00% | $8,005,228 |
| IRON MTN INC DEL | IRM | Real Estate | 0.29% | 78,121 | +643 | +0.83% | $7,979,549 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.28% | 23,419 | +120 | +0.52% | $7,702,429 |
| ENERGY TRANSFER L P | ET | Energy | 0.27% | 383,340 | +39 | +0.01% | $7,398,462 |
| ISHARES TR | IWR | Other | 0.27% | 75,771 | -53 | -0.07% | $7,367,215 |
| KB HOME | KBH | Consumer Cyclical | 0.26% | 136,670 | -2,050 | -1.48% | $7,072,673 |
| ISHARES TR | IVV | Other | 0.25% | 10,745 | -192 | -1.76% | $7,018,661 |
| VANGUARD INDEX FDS | VOO | Other | 0.25% | 11,600 | -164 | -1.39% | $6,931,679 |
| WASTE MGMT INC DEL | WM | Industrials | 0.25% | 29,622 | -266 | -0.89% | $6,806,840 |
| CHEVRON CORPORATION | CVX | Energy | 0.24% | 32,618 | +194 | +0.60% | $6,748,747 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.24% | 16,178 | - | - | $6,742,020 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.23% | 67,259 | +420 | +0.63% | $6,247,016 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.22% | 71,242 | -4,200 | -5.57% | $6,071,956 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.22% | 7,062 | +8 | +0.11% | $5,974,382 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.22% | 102,442 | +714 | +0.70% | $5,955,363 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.22% | 15,218 | -815 | -5.08% | $5,941,260 |
| SONOCO PRODS CO | SON | Consumer Cyclical | 0.21% | 105,572 | -193 | -0.18% | $5,710,390 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.20% | 25,919 | -1,452 | -5.30% | $5,574,114 |
| ORACLE CORP | ORCL | Technology | 0.19% | 35,522 | +756 | +2.17% | $5,225,642 |
| MORGAN STANLEY | MS | Financial Services | 0.19% | 31,466 | +561 | +1.82% | $5,178,360 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.19% | 102,736 | +497 | +0.49% | $5,114,712 |
| ALPS ETF TR | AMLP | Other | 0.17% | 91,654 | +7,157 | +8.47% | $4,824,665 |
| TESLA INC | TSLA | Consumer Cyclical | 0.17% | 12,550 | +77 | +0.62% | $4,665,511 |
| CARTERS INC | CRI | Consumer Cyclical | 0.16% | 126,915 | +1,800 | +1.44% | $4,538,481 |
| DYCOM INDS INC | DY | Industrials | 0.16% | 13,322 | -10 | -0.08% | $4,513,761 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.16% | 2,538 | +139 | +5.79% | $4,388,253 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 0.16% | 7,433 | -5 | -0.07% | $4,375,659 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.16% | 20,720 | +255 | +1.25% | $4,311,625 |
| ISHARES TR | AGG | Other | 0.15% | 43,073 | +1,678 | +4.05% | $4,275,857 |
| METTLER TOLEDO INTERNATIONAL | MTD | Healthcare | 0.15% | 3,300 | - | - | $4,161,960 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.15% | 31,386 | +138 | +0.44% | $4,109,706 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.15% | 223,081 | -34,774 | -13.49% | $4,019,920 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.15% | 79,190 | +1,471 | +1.89% | $4,007,806 |
| ALLISON TRANSMISSION HLDGS I | ALSN | Consumer Cyclical | 0.15% | 34,237 | -25 | -0.07% | $4,007,784 |
| TEXTRON INC | TXT | Industrials | 0.14% | 45,368 | -1,156 | -2.48% | $3,972,449 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.14% | 23,252 | -163 | -0.70% | $3,878,302 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.14% | 42,721 | +1,465 | +3.55% | $3,850,871 |
| MARKEL GROUP INC | MKL | Financial Services | 0.13% | 1,946 | - | - | $3,724,781 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.13% | 144,228 | +7,235 | +5.28% | $3,569,643 |
| CITIGROUP INC | C | Financial Services | 0.13% | 30,652 | +815 | +2.73% | $3,476,210 |