SALEM INVESTMENT COUNSELORS INC
Q2 2026 13F filing
Updated 58 days ago1,244 disclosed positions worth $4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LOW LOWES COS INC | $307.9M | 1.40M | 7.63% | Added(+0.1%) |
| 2 | N NVDA NVIDIA CORPORATION | $274.8M | 1.37M | 6.81% | Trimmed(-1.3%) |
| 3 | A AAPL APPLE INC | $270.1M | 933.4K | 6.70% | — |
| 4 | M MU MICRON TECHNOLOGY INC | $205.5M | 178.1K | 5.10% | Trimmed(-13.3%) |
| 5 | G GOOGN ALPHABET INC | $174.4M | 493.7K | 4.32% | Trimmed(-0.4%) |
| 6 | A AMD ADVANCED MICRO DEVICES INC | $152.2M | 262.0K | 3.77% | — |
| 7 | M MSFT MICROSOFT CORP | $148.4M | 397.7K | 3.68% | Added(+1.6%) |
| 8 | A AMZN AMAZON COM INC | $115.6M | 484.9K | 2.87% | — |
| 9 | G GOOGN ALPHABET INC | $95.1M | 266.0K | 2.36% | Trimmed(-1.1%) |
| 10 | L LLY ELI LILLY & CO | $94.7M | 78.9K | 2.35% | Added(+0.5%) |
| 11 | M META META PLATFORMS INC | $89.2M | 158.4K | 2.21% | Added(+1.0%) |
| 12 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $86.7M | 173.2K | 2.15% | — |
| 13 | A ALAB ASTERA LABS INC | $86.4M | 178.9K | 2.14% | Trimmed(-3.2%) |
| 14 | J JPM-PM JPMORGAN CHASE & CO | $79.4M | 242.4K | 1.97% | Added(+0.4%) |
| 15 | P PLTR PALANTIR TECHNOLOGIES INC | $64.4M | 552.1K | 1.60% | Trimmed(-4.8%) |
| 16 | B BAC-PS BANK OF AMER CORP | $64M | 1.12M | 1.59% | — |
| 17 | C CAT CATERPILLAR INC | $51.9M | 48.7K | 1.29% | Trimmed(-0.4%) |
| 18 | G GRBK-PA GREEN BRICK PARTNERS INC | $51.5M | 643.0K | 1.28% | Added(+0.2%) |
| 19 | J JNJ JOHNSON & JOHNSON | $44.8M | 176.3K | 1.11% | Trimmed(-0.2%) |
| 20 | R RTX RTX CORPORATION | $41.7M | 219.8K | 1.03% | — |
| 21 | P PEP PEPSICO INC | $38.9M | 287.1K | 0.96% | Added(+0.8%) |
| 22 | M MRVL MARVELL TECHNOLOGY INC | $38.8M | 130.3K | 0.96% | Added(+7.7%) |
| 23 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $38.4M | 80.3K | 0.95% | Trimmed(-3.6%) |
| 24 | W WMT WALMART INC | $36.7M | 323.8K | 0.91% | Trimmed(-2.9%) |
| 25 | A ABBV ABBVIE INC | $33.3M | 132.3K | 0.83% | Added(+0.3%) |
| 26 | C CSCO CISCO SYS INC | $31.5M | 268.4K | 0.78% | Trimmed(-0.5%) |
| 27 | V V VISA INC | $28.8M | 84.0K | 0.71% | Added(+2.7%) |
| 28 | S SCHW-PJ SCHWAB STRATEGIC TR | $28.2M | 957.5K | 0.70% | Added(+1.9%) |
| 29 | N NU NU HLDGS LTD | $28.2M | 2.11M | 0.70% | Trimmed(-0.2%) |
| 30 | S SW SMURFIT WESTROCK PLC | $26M | 562.1K | 0.64% | Trimmed(-1.5%) |
| 31 | I ISRG INTUITIVE SURGICAL INC | $25.2M | 63.4K | 0.63% | Added(+1.0%) |
| 32 | S SCHW-PJ SCHWAB STRATEGIC TR | $23.7M | 642.7K | 0.59% | Trimmed(-0.5%) |
| 33 | V VGES VANGUARD WORLD FD | $23.7M | 269.2K | 0.59% | Added(+399.3%) |
| 34 | L LEN-B LENNAR CORP | $23.4M | 258.9K | 0.58% | Trimmed(-1.3%) |
| 35 | C COST COSTCO WHOLESALE CORPORATION | $23M | 24.6K | 0.57% | Trimmed(-0.0%) |
| 36 | M MRK MERCK & CO INC | $22.8M | 176.3K | 0.56% | Trimmed(-0.0%) |
| 37 | V VGES VANGUARD INDEX FDS | $22.7M | 74.9K | 0.56% | Added(+0.0%) |
| 38 | V VGES VANGUARD INDEX FDS | $22.6M | 280.9K | 0.56% | Added(+301.9%) |
| 39 | S SPY STATE STR SPDR S&P 500 ETF T | $21.8M | 29.2K | 0.54% | Trimmed(-1.9%) |
| 40 | Q QCOM QUALCOMM INC | $21.2M | 114.9K | 0.53% | Added(+0.5%) |
| 41 | A ASMLF ASML HLDG NV | $16.2M | 8.1K | 0.40% | Added(+6.5%) |
| 42 | P PG PROCTER & GAMBLE CO | $14.8M | 101.2K | 0.37% | Trimmed(-0.6%) |
| 43 | E ETN EATON CORP PLC | $14.5M | 34.1K | 0.36% | Added(+2.3%) |
| 44 | M MCD MCDONALDS CORP | $14.4M | 53.1K | 0.36% | Added(+0.8%) |
| 45 | E ENTG ENTEGRIS INC | $13.9M | 77.6K | 0.35% | Added(+775440.0%) |
| 46 | A AVGO BROADCOM INC | $13M | 34.4K | 0.32% | Added(+1.9%) |
| 47 | B BCPC BALCHEM CORP | $12.9M | 76.3K | 0.32% | — |
| 48 | X XOM EXXON MOBIL CORP | $12.5M | 91.6K | 0.31% | Added(+1.1%) |
| 49 | A AMGN AMGEN INC | $11.9M | 32.9K | 0.30% | — |
| 50 | G GEHC GE HEALTHCARE TECHNOLOGIES I | $11.5M | 180.3K | 0.29% | Trimmed(-2.3%) |