Salem Investment Counselors Inc Portfolio Stock Holdings

According to the SEC 13F filed on October 13, 2026, Salem Investment Counselors Inc disclosed 411 stock positions valued at approximately $4.01B as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and LOWES COS INC.

Report Period
September 30, 2026
No. of Stocks
411
Portfolio Value
$4.01B
Holdings by Sector
Salem Investment Counselors Inc Portfolio Holdings in Q3 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology7.77%1,364,637-8,546-0.62%$311,923,189
APPLE INCAAPLTechnology7.70%928,683-4,732-0.51%$309,269,875
LOWES COS INCLOWConsumer Cyclical6.41%1,396,230-76-0.01%$257,311,219
MICROSOFT CORPMSFTTechnology5.13%401,376+3,645+0.92%$205,865,620
MICRON TECHNOLOGY INCMUTechnology4.58%172,686-5,369-3.02%$183,929,586
ALPHABET INCGOOGCommunication Services4.16%490,715-2,963-0.60%$167,206,136
ADVANCED MICRO DEVICES INCAMDTechnology3.82%250,568-11,390-4.35%$153,287,478
AMAZON COM INCAMZNConsumer Cyclical3.01%484,645-248-0.05%$120,749,378
META PLATFORMS INCMETACommunication Services2.84%157,498-864-0.55%$114,214,367
PALANTIR TECHNOLOGIES INCPLTRTechnology2.31%496,002-56,121-10.16%$92,777,175
ELI LILLY & COLLYHealthcare2.27%78,919-5-0.01%$91,315,943
ALPHABET INCGOOGLCommunication Services2.20%257,002-9,022-3.39%$88,429,249
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services2.14%172,196-1,002-0.58%$85,745,072
JPMORGAN CHASE & COJPMFinancial Services2.00%242,612+165+0.07%$80,263,421
BANK OF AMER CORPBACFinancial Services1.54%1,135,914+12,972+1.16%$61,827,797
ASTERA LABS INCALABTechnology1.37%154,723-24,185-13.52%$55,076,747
JOHNSON & JOHNSONJNJHealthcare1.17%177,339+1,055+0.60%$46,948,608
GREEN BRICK PARTNERS INCGRBKConsumer Cyclical1.07%649,688+6,653+1.03%$42,950,874
RTX CORPORATIONRTXIndustrials1.01%219,207-545-0.25%$40,695,774
PEPSICO INCPEPConsumer Defensive0.99%314,704+27,626+9.62%$39,879,299
CATERPILLAR INCCATIndustrials0.99%48,774+33+0.07%$39,545,472
ABBVIE INCABBVHealthcare0.87%133,470+1,148+0.87%$34,914,418
WALMART INCWMTConsumer Defensive0.84%324,878+1,071+0.33%$33,761,322
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.84%73,674-6,606-8.23%$33,622,634
MARVELL TECHNOLOGY INCMRVLTechnology0.82%124,133-6,200-4.76%$32,797,209
VISA INCVFinancial Services0.79%87,923+3,897+4.64%$31,593,427
CISCO SYS INCCSCOTechnology0.73%271,027+2,677+1.00%$29,170,638
SCHWAB STRATEGIC TRSCHXOther0.73%971,202+13,724+1.43%$29,136,056
INTUITIVE SURGICAL INCISRGHealthcare0.65%64,200+761+1.20%$26,105,646
SMURFIT WESTROCK PLCSWConsumer Cyclical0.62%561,957-106-0.02%$24,782,304
Showing 30 of 411 holdings in the latest reporting period.