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SALEM INVESTMENT COUNSELORS INC

Q3 2026 13F filing

Updated 23 days ago

412 disclosed positions worth $4B

Portfolio value
$4B
Total holdings
412
New positions
7
Closed positions
839
Increased
140
Decreased
150
Turnover
205.3%
Filed
2026-10-13

Full holdings

Every line item disclosed in Q3 2026

N

NVIDIA CORPORATION

-0.6%
Value
$311.9M
Shares
1.36M
% Port
7.77%
A

APPLE INC

-0.5%
Value
$309.3M
Shares
928.7K
% Port
7.70%
L
3.LOW

LOWES COS INC

-0.0%
Value
$257.3M
Shares
1.40M
% Port
6.41%
M

MICROSOFT CORP

+0.9%
Value
$205.9M
Shares
401.4K
% Port
5.13%
M
5.MU

MICRON TECHNOLOGY INC

-3.0%
Value
$183.9M
Shares
172.7K
% Port
4.58%
G

ALPHABET INC

-0.6%
Value
$167.2M
Shares
490.7K
% Port
4.16%
A
7.AMD

ADVANCED MICRO DEVICES INC

-4.3%
Value
$153.3M
Shares
250.6K
% Port
3.82%
A

AMAZON COM INC

-0.1%
Value
$120.7M
Shares
484.6K
% Port
3.01%
M

META PLATFORMS INC

-0.6%
Value
$114.2M
Shares
157.5K
% Port
2.84%
P
10.PLTR

PALANTIR TECHNOLOGIES INC

-10.2%
Value
$92.8M
Shares
496.0K
% Port
2.31%
L
11.LLY

ELI LILLY & CO

-0.0%
Value
$91.3M
Shares
78.9K
% Port
2.27%
G

ALPHABET INC

-3.4%
Value
$88.4M
Shares
257.0K
% Port
2.20%
B

BERKSHIRE HATHAWAY INC DEL

-0.6%
Value
$85.7M
Shares
172.2K
% Port
2.14%
J

JPMORGAN CHASE & CO

+0.1%
Value
$80.3M
Shares
242.6K
% Port
2.00%
B

BANK OF AMER CORP

+1.2%
Value
$61.8M
Shares
1.14M
% Port
1.54%
A
16.ALAB

ASTERA LABS INC

-13.5%
Value
$55.1M
Shares
154.7K
% Port
1.37%
J
17.JNJ

JOHNSON & JOHNSON

+0.6%
Value
$46.9M
Shares
177.3K
% Port
1.17%
G

GREEN BRICK PARTNERS INC

+1.0%
Value
$43M
Shares
649.7K
% Port
1.07%
R
19.RTX

RTX CORPORATION

-0.3%
Value
$40.7M
Shares
219.2K
% Port
1.01%
P
20.PEP

PEPSICO INC

+9.6%
Value
$39.9M
Shares
314.7K
% Port
0.99%
C
21.CAT

CATERPILLAR INC

+0.1%
Value
$39.5M
Shares
48.8K
% Port
0.98%
A
22.ABBV

ABBVIE INC

+0.9%
Value
$34.9M
Shares
133.5K
% Port
0.87%
W
23.WMT

WALMART INC

+0.3%
Value
$33.8M
Shares
324.9K
% Port
0.84%
T

TAIWAN SEMICONDUCTOR MANUFAC

-8.2%
Value
$33.6M
Shares
73.7K
% Port
0.84%
M
25.MRVL

MARVELL TECHNOLOGY INC

-4.8%
Value
$32.8M
Shares
124.1K
% Port
0.82%
V
26.V

VISA INC

+4.6%
Value
$31.6M
Shares
87.9K
% Port
0.79%
C
27.CSCO

CISCO SYS INC

+1.0%
Value
$29.2M
Shares
271.0K
% Port
0.73%
S

SCHWAB STRATEGIC TR

+1.4%
Value
$29.1M
Shares
971.2K
% Port
0.73%
I
29.ISRG

INTUITIVE SURGICAL INC

+1.2%
Value
$26.1M
Shares
64.2K
% Port
0.65%
S
30.SW

SMURFIT WESTROCK PLC

-0.0%
Value
$24.8M
Shares
562.0K
% Port
0.62%
V
31.VGES

VANGUARD WORLD FD

-0.8%
Value
$24.7M
Shares
266.9K
% Port
0.62%
M
32.MRK

MERCK & CO INC

-5.7%
Value
$24.3M
Shares
166.3K
% Port
0.60%
N
33.NU

NU HLDGS LTD

-11.9%
Value
$23.5M
Shares
1.86M
% Port
0.59%
V
34.VGES

VANGUARD INDEX FDS

+1.8%
Value
$22.4M
Shares
285.9K
% Port
0.56%
S
35.SPY

STATE STR SPDR S&P 500 ETF T

-0.1%
Value
$22.3M
Shares
29.1K
% Port
0.55%
S

SCHWAB STRATEGIC TR

+0.5%
Value
$22M
Shares
645.9K
% Port
0.55%
V
37.VGES

VANGUARD INDEX FDS

+1.9%
Value
$21.7M
Shares
76.3K
% Port
0.54%
C
38.COST

COSTCO WHOLESALE CORPORATION

-3.7%
Value
$21.6M
Shares
23.7K
% Port
0.54%
L

LENNAR CORP

+1.5%
Value
$21.4M
Shares
262.9K
% Port
0.53%
Q
40.QCOM

QUALCOMM INC

+0.7%
Value
$21.3M
Shares
115.7K
% Port
0.53%
C
41.CRWD

CROWDSTRIKE HLDGS INC

+306.8%
Value
$16.2M
Shares
61.3K
% Port
0.40%
A

ASML HLDG NV

+4.3%
Value
$15.4M
Shares
8.5K
% Port
0.38%
X
43.XOM

EXXONMOBIL HOLDINGS CORP

Value
$15.2M
Shares
93.6K
% Port
0.38%
E
44.ETN

EATON CORP PLC

+3.9%
Value
$15.2M
Shares
35.4K
% Port
0.38%
P
45.PG

PROCTER & GAMBLE CO

-0.6%
Value
$14.6M
Shares
100.6K
% Port
0.36%
A
46.ACN

ACCENTURE PLC IRELAND

-3.1%
Value
$13.1M
Shares
71.3K
% Port
0.33%
A
47.AMGN

AMGEN INC

-8.2%
Value
$12.7M
Shares
30.2K
% Port
0.32%
E
48.ENTG

ENTEGRIS INC

+4.2%
Value
$12.4M
Shares
80.8K
% Port
0.31%
M
49.MCD

MCDONALDS CORP

+1.1%
Value
$12.4M
Shares
53.7K
% Port
0.31%
B
50.BCPC

BALCHEM CORP

-3.3%
Value
$12.2M
Shares
73.8K
% Port
0.30%