Salem Investment Counselors Inc
Net seller this quarter
$4.03B
951
-$18.1M
45.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LOW | $308M | 7.63% | 0.25% | +0.1% | Q2 2013 |
 NVDA | $275M | 6.81% | 0.01% | -1.3% | Q2 2017 |
 AAPL | $270M | 6.70% | 0.01% | -2.2% | Q2 2013 |
 MU | $206M | 5.10% | 0.02% | -13.3% | Q2 2017 |
 GOOG | $174M | 4.32% | Not reported | -0.4% | Q4 2015 |
 AMD | $152M | 3.77% | 0.02% | -1.1% | Q3 2018 |
 MSFT | $148M | 3.68% | 0.01% | +1.6% | Q2 2013 |
 AMZN | $116M | 2.87% | 0.00% | +0.1% | Q2 2013 |
| GOOGL | $95.1M | 2.36% | 0.00% | -1.1% | Q4 2015 |
 LLY | $94.7M | 2.35% | 0.01% | +0.5% | Q2 2013 |
 META | $89.2M | 2.21% | Not reported | +1.0% | Q2 2013 |
 BRK.B | $86.7M | 2.15% | Not reported | +1.1% | Q2 2013 |
 ALAB | $86.4M | 2.14% | 0.10% | -3.2% | Q2 2025 |
 JPM | $79.4M | 1.97% | 0.01% | +0.4% | Q2 2013 |
 PLTR | $64.4M | 1.60% | 0.02% | -4.8% | Q1 2021 |
 BAC | $64M | 1.59% | 0.02% | -0.8% | Q2 2013 |
 CAT | $51.9M | 1.29% | 0.01% | -0.4% | Q2 2013 |
 GRBK | $51.5M | 1.28% | 1.50% | +0.2% | Q3 2020 |
 JNJ | $44.8M | 1.11% | 0.01% | -0.2% | Q2 2013 |
 RTX | $41.7M | 1.03% | 0.02% | -0.3% | Q2 2020 |
 PEP | $38.9M | 0.96% | 0.02% | +0.8% | Q2 2013 |
 MRVL | $38.8M | 0.96% | 0.01% | +7.7% | Q4 2019 |
 TSM | $38.4M | 0.95% | 0.00% | -3.7% | Q3 2016 |
 WMT | $36.7M | 0.91% | 0.00% | -2.9% | Q2 2013 |
 ABBV | $33.3M | 0.83% | 0.01% | +0.3% | Q2 2013 |
 CSCO | $31.5M | 0.78% | 0.01% | -0.5% | Q2 2013 |
 V | $28.8M | 0.71% | 0.00% | +2.7% | Q2 2013 |
 NU | $28.2M | 0.70% | Not reported | -0.2% | Q2 2022 |
 SW | $26M | 0.64% | 0.11% | -1.5% | Q3 2024 |
 ISRG | $25.2M | 0.63% | 0.02% | +1.0% | Q2 2016 |
 LEN | $23.4M | 0.58% | Not reported | -1.3% | Q2 2013 |
 COST | $23M | 0.57% | 0.01% | 0.0% | Q1 2015 |
 MRK | $22.8M | 0.57% | 0.01% | 0.0% | Q2 2013 |
 SPY | $21.8M | 0.54% | Not reported | -1.9% | Q2 2013 |
 QCOM | $21.2M | 0.53% | 0.01% | +0.5% | Q2 2013 |
 ASML | $16.2M | 0.40% | 0.00% | +6.5% | Q4 2020 |
 PG | $14.8M | 0.37% | 0.00% | -0.6% | Q2 2013 |
 ETN | $14.5M | 0.36% | 0.01% | +2.3% | Q2 2013 |
 MCD | $14.4M | 0.36% | 0.01% | +0.8% | Q2 2013 |
 ENTG | $13.9M | 0.35% | 0.05% | +775440.0% | Q4 2020 |
 AVGO | $13M | 0.32% | 0.00% | +1.9% | Q2 2017 |
 BCPC | $12.9M | 0.32% | 0.24% | Not reported | Q2 2013 |
 XOM | $12.5M | 0.31% | 0.00% | +1.1% | Q2 2013 |
 AMGN | $11.9M | 0.30% | 0.01% | +7.3% | Q3 2016 |
 GEHC | $11.5M | 0.29% | 0.04% | -2.3% | Q1 2023 |
 CRWD | $11.5M | 0.28% | 0.01% | -1.0% | Q1 2020 |
 AEP | $11.3M | 0.28% | 0.02% | +1.2% | Q2 2013 |
 KMI | $11.2M | 0.28% | 0.02% | +0.6% | Q2 2013 |
 NVS | $11.1M | 0.28% | 0.00% | +3.5% | Q2 2013 |
 MMM | $11.1M | 0.28% | 0.01% | +0.1% | Q2 2013 |
| Q1 2026 | |||||
| LOW | $329M | 9.67% | 0.25% | 0.0% | Q2 2013 |
| NVDA | $243M | 7.12% | 0.01% | -2.1% | Q2 2017 |
| AAPL | $242M | 7.11% | 0.01% | -1.0% | Q2 2013 |
| MSFT | $145M | 4.25% | 0.01% | +0.5% | Q2 2013 |
| GOOG | $142M | 4.17% | Not reported | -0.8% | Q4 2015 |
| AMZN | $101M | 2.96% | 0.00% | +0.8% | Q2 2013 |
| META | $89.7M | 2.63% | Not reported | +0.5% | Q2 2013 |
| PLTR | $84.8M | 2.49% | 0.02% | -9.2% | Q1 2021 |
| BRK.B | $82.1M | 2.41% | Not reported | -0.5% | Q2 2013 |
| GOOGL | $77.4M | 2.27% | 0.00% | +0.4% | Q4 2015 |
| LLY | $72.3M | 2.12% | 0.01% | -0.9% | Q2 2013 |
| JPM | $71M | 2.08% | 0.01% | +0.2% | Q2 2013 |
| MU | $69.4M | 2.04% | 0.02% | -0.5% | Q2 2017 |
| BAC | $55.2M | 1.62% | 0.02% | +0.5% | Q2 2013 |
| AMD | $53.9M | 1.58% | 0.02% | +0.7% | Q3 2018 |
| PEP | $44.2M | 1.30% | 0.02% | 0.0% | Q2 2013 |
| JNJ | $43.2M | 1.27% | 0.01% | -0.6% | Q2 2013 |
| RTX | $42.5M | 1.25% | 0.02% | +0.2% | Q2 2020 |
| WMT | $41.5M | 1.22% | 0.00% | -0.5% | Q2 2013 |
| GRBK | $41.4M | 1.21% | 1.49% | -0.5% | Q3 2020 |
| CAT | $34.7M | 1.02% | 0.01% | -0.4% | Q2 2013 |
| NU | $30.4M | 0.89% | Not reported | +1.2% | Q2 2022 |
| ISRG | $29M | 0.85% | 0.02% | +1.4% | Q2 2016 |
| ABBV | $28.7M | 0.84% | 0.01% | +0.2% | Q2 2013 |
| TSM | $28.2M | 0.83% | 0.00% | +1.8% | Q3 2016 |
| V | $24.7M | 0.73% | 0.00% | +1.2% | Q2 2013 |
| COST | $24.5M | 0.72% | 0.01% | +2.0% | Q1 2015 |
| LEN | $22.8M | 0.67% | Not reported | +0.2% | Q2 2013 |
| SW | $22.7M | 0.67% | 0.11% | +3.0% | Q3 2024 |
| MRK | $21.3M | 0.63% | 0.01% | -6.4% | Q2 2013 |
| CSCO | $20.9M | 0.61% | 0.01% | +0.1% | Q2 2013 |
| ALAB | $20.3M | 0.59% | 0.11% | +1.4% | Q2 2025 |
| SPY | $19.4M | 0.57% | Not reported | -0.8% | Q2 2013 |
| MCD | $16.4M | 0.48% | 0.01% | -0.3% | Q2 2013 |
| XOM | $15.4M | 0.45% | 0.00% | +0.1% | Q2 2013 |
 UI | $15.1M | 0.44% | 0.03% | -4.4% | Q3 2019 |
 ACN | $15.1M | 0.44% | 0.01% | -2.8% | Q2 2013 |
| QCOM | $14.7M | 0.43% | 0.01% | +0.8% | Q2 2013 |
| PG | $14.7M | 0.43% | 0.00% | -1.7% | Q2 2013 |
| GEHC | $13.1M | 0.39% | 0.04% | +4.6% | Q1 2023 |
| BCPC | $12.9M | 0.38% | 0.24% | Not reported | Q2 2013 |
 BSX | $12.6M | 0.37% | 0.01% | +2.8% | Q2 2016 |
 TFC | $12.5M | 0.37% | 0.02% | -0.7% | Q4 2019 |
| MRVL | $12M | 0.35% | 0.01% | +9.0% | Q4 2019 |
| ETN | $11.9M | 0.35% | 0.01% | +2.6% | Q2 2013 |
| KMI | $11.6M | 0.34% | 0.02% | -0.3% | Q2 2013 |
| AMGN | $10.8M | 0.32% | 0.01% | +2.6% | Q3 2016 |
| AEP | $10.7M | 0.31% | 0.02% | -1.4% | Q2 2013 |
| NVS | $10.5M | 0.31% | 0.00% | +1187.8% | Q2 2013 |
| AVGO | $10.5M | 0.31% | 0.00% | +3.3% | Q2 2017 |
| Q4 2025 | |||||
| LOW | $336M | 9.50% | 0.25% | +0.1% | Q2 2013 |
| NVDA | $265M | 7.48% | 0.01% | -2.6% | Q2 2017 |
| AAPL | $262M | 7.40% | 0.01% | -1.2% | Q2 2013 |
| MSFT | $188M | 5.32% | 0.01% | -2.2% | Q2 2013 |
| GOOG | $157M | 4.42% | Not reported | -0.4% | Q4 2015 |
| PLTR | $113M | 3.20% | 0.03% | -10.8% | Q1 2021 |
| AMZN | $111M | 3.13% | 0.00% | +0.1% | Q2 2013 |
| META | $103M | 2.91% | Not reported | -2.2% | Q2 2013 |
| BRK.B | $86.5M | 2.44% | Not reported | -0.4% | Q2 2013 |
| LLY | $85.2M | 2.41% | 0.01% | -1.1% | Q2 2013 |
| GOOGL | $83.9M | 2.37% | 0.00% | -2.7% | Q4 2015 |
| JPM | $77.6M | 2.19% | 0.01% | +5.4% | Q2 2013 |
| BAC | $62M | 1.75% | 0.02% | -0.7% | Q2 2013 |
| MU | $59M | 1.66% | 0.02% | -5.8% | Q2 2017 |
| AMD | $56.4M | 1.59% | 0.02% | -1.0% | Q3 2018 |
| PEP | $41.2M | 1.16% | 0.02% | +0.2% | Q2 2013 |
| GRBK | $40.4M | 1.14% | 1.49% | -0.6% | Q3 2020 |
| RTX | $40.3M | 1.14% | 0.02% | -1.2% | Q2 2020 |
| WMT | $37.3M | 1.05% | 0.00% | -0.6% | Q2 2013 |
| JNJ | $36.8M | 1.04% | 0.01% | -0.3% | Q2 2013 |
| ISRG | $35.1M | 0.99% | 0.02% | +1.1% | Q2 2016 |
| NU | $34.9M | 0.99% | Not reported | -2.5% | Q2 2022 |
| ALAB | $30.3M | 0.86% | 0.11% | -0.8% | Q2 2025 |
| ABBV | $30.1M | 0.85% | 0.01% | -0.9% | Q2 2013 |
| V | $28.3M | 0.80% | 0.00% | +2.1% | Q2 2013 |
| CAT | $28.1M | 0.79% | 0.01% | -4.1% | Q2 2013 |
| LEN | $26.9M | 0.76% | Not reported | -1.5% | Q2 2013 |
| TSM | $24.9M | 0.70% | 0.00% | -7.2% | Q3 2016 |
| SW | $21.4M | 0.61% | 0.11% | -1.3% | Q3 2024 |
| ACN | $21M | 0.59% | 0.01% | -0.3% | Q2 2013 |
| COST | $20.8M | 0.59% | 0.01% | +3.0% | Q1 2015 |
| CSCO | $20.7M | 0.59% | 0.01% | -0.8% | Q2 2013 |
| SPY | $20.5M | 0.58% | Not reported | +1.2% | Q2 2013 |
| MRK | $20M | 0.56% | 0.01% | -0.6% | Q2 2013 |
| QCOM | $19.4M | 0.55% | 0.01% | -0.5% | Q2 2013 |
| BSX | $18.7M | 0.53% | 0.01% | +0.1% | Q2 2016 |
| MCD | $16.1M | 0.46% | 0.01% | +0.4% | Q2 2013 |
| PG | $14.8M | 0.42% | 0.00% | -0.7% | Q2 2013 |
| GEHC | $14.5M | 0.41% | 0.04% | +9.2% | Q1 2023 |
| TFC | $13.5M | 0.38% | 0.02% | +0.7% | Q4 2019 |
| BCPC | $11.7M | 0.33% | 0.24% | Not reported | Q2 2013 |
| AVGO | $11.3M | 0.32% | 0.00% | +1.4% | Q2 2017 |
| UI | $11.1M | 0.31% | 0.03% | -0.1% | Q3 2019 |
| MMM | $11M | 0.31% | 0.01% | Not reported | Q2 2013 |
| XOM | $10.9M | 0.31% | 0.00% | +3.9% | Q2 2013 |
 COF | $10.8M | 0.30% | 0.01% | 0.0% | Q2 2013 |
| ETN | $10.3M | 0.29% | 0.01% | +1.9% | Q2 2013 |
| AMGN | $9.8M | 0.28% | 0.01% | +3.5% | Q3 2016 |
 ABT | $9.68M | 0.27% | 0.00% | -3.8% | Q2 2013 |
| KMI | $9.57M | 0.27% | 0.02% | +0.6% | Q2 2013 |
| Q3 2025 | |||||
| LOW | $350M | 10.02% | 0.25% | -0.3% | Q2 2013 |
| NVDA | $272M | 7.79% | 0.01% | -1.0% | Q2 2017 |
| AAPL | $248M | 7.11% | 0.01% | 0.0% | Q2 2013 |
| MSFT | $206M | 5.91% | 0.01% | 0.0% | Q2 2013 |
| PLTR | $131M | 3.74% | 0.03% | -12.3% | Q1 2021 |
| GOOG | $122M | 3.49% | Not reported | +0.3% | Q4 2015 |
| META | $117M | 3.35% | Not reported | -2.0% | Q2 2013 |
| AMZN | $105M | 3.02% | 0.00% | -0.2% | Q2 2013 |
| BRK.B | $86.9M | 2.49% | Not reported | -0.4% | Q2 2013 |
| JPM | $72.1M | 2.06% | 0.01% | +0.3% | Q2 2013 |
| GOOGL | $67M | 1.92% | 0.00% | -0.5% | Q4 2015 |
| LLY | $61.2M | 1.75% | 0.01% | +11.5% | Q2 2013 |
| BAC | $58.5M | 1.68% | 0.02% | +0.3% | Q2 2013 |
| GRBK | $47.9M | 1.37% | 1.49% | -0.2% | Q3 2020 |
| AMD | $43M | 1.23% | 0.02% | +1.2% | Q3 2018 |
| PEP | $39.9M | 1.14% | 0.02% | 0.0% | Q2 2013 |
| RTX | $37.2M | 1.07% | 0.02% | +0.2% | Q2 2020 |
| MU | $36.7M | 1.05% | 0.02% | -0.6% | Q2 2017 |
| ALAB | $36M | 1.03% | 0.11% | +4.5% | Q2 2025 |
| WMT | $34.7M | 0.99% | 0.00% | -0.4% | Q2 2013 |
| NU | $34.3M | 0.98% | Not reported | -6.3% | Q2 2022 |
| LEN | $33.5M | 0.96% | Not reported | +0.6% | Q2 2013 |
| JNJ | $33.1M | 0.95% | 0.01% | -0.2% | Q2 2013 |
| ABBV | $30.7M | 0.88% | 0.01% | +1.0% | Q2 2013 |
| ISRG | $27.4M | 0.78% | 0.02% | +3.1% | Q2 2016 |
| V | $27M | 0.77% | 0.00% | +0.1% | Q2 2013 |
| TSM | $24.6M | 0.71% | 0.00% | -1.9% | Q3 2016 |
| CAT | $24.5M | 0.70% | 0.01% | +1.3% | Q2 2013 |
| SW | $23.9M | 0.68% | 0.11% | -0.2% | Q3 2024 |
| COST | $21.7M | 0.62% | 0.01% | +2.8% | Q1 2015 |
| SPY | $19.8M | 0.57% | Not reported | +1.2% | Q2 2013 |
| ACN | $19.3M | 0.55% | 0.01% | +0.1% | Q2 2013 |
| BSX | $19.1M | 0.55% | 0.01% | +1.5% | Q2 2016 |
| QCOM | $19M | 0.54% | 0.01% | +1.0% | Q2 2013 |
| CSCO | $18.6M | 0.53% | 0.01% | -0.6% | Q2 2013 |
| MRK | $16.1M | 0.46% | 0.01% | -1.6% | Q2 2013 |
| PG | $16M | 0.46% | 0.00% | -6.1% | Q2 2013 |
| MCD | $16M | 0.46% | 0.01% | +0.3% | Q2 2013 |
 HIMS | $14.9M | 0.43% | Not reported | +0.2% | Q1 2025 |
| UI | $13.2M | 0.38% | 0.03% | -2.1% | Q3 2019 |
| TFC | $12.5M | 0.36% | 0.02% | -1.8% | Q4 2019 |
| GEHC | $12.1M | 0.35% | 0.04% | +31.1% | Q1 2023 |
| ETN | $11.9M | 0.34% | 0.01% | +3.8% | Q2 2013 |
| BCPC | $11.5M | 0.33% | 0.24% | Not reported | Q2 2013 |
| ABT | $10.8M | 0.31% | 0.00% | -1.8% | Q2 2013 |
| AVGO | $10.6M | 0.30% | 0.00% | +0.6% | Q2 2017 |
 ORCL | $9.82M | 0.28% | 0.00% | 0.0% | Q2 2013 |
| XOM | $9.82M | 0.28% | 0.00% | -1.0% | Q2 2013 |
| KMI | $9.8M | 0.28% | 0.02% | +1.6% | Q2 2013 |
| COF | $9.44M | 0.27% | 0.01% | -0.1% | Q2 2013 |