Filed: 7/7/2025ACC: 0001420506-25-001475
📋 What this filing means
SALEM INVESTMENT COUNSELORS INC filed this quarterly 13F‑HR report disclosing 1170 equity positions with a total reported market value of $3.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1170
Positions
$3.16B
Total AUM (reported)
28.55M
Total Shares
Allocation by class
COM$2.11B67.0%
CL A$300.14M9.5%
CAP STK CL C$88.67M2.8%
CL B NEW$84.30M2.7%
COM NEW$48.84M1.5%
CAP STK CL A$48.78M1.5%
SHS$47.24M1.5%
Portfolio Concentration
Top 3$743.08M23.6%
4–10$774.05M24.5%
11–25$539.40M17.1%
Rest$1.10B34.8%
Top 3 weight
23.6%
Top 10 weight
48.1%
Voting Authority Distribution
Total shares with voting rights: 28.55M
Sole
Full voting authority
19.51M
shares
% of voting shares68.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.05M
shares
% of voting shares31.7%
Investment Discretion (by position count)
Sole1170
Shared0
Other0
Dominant voting typeSole · 68.3% of voting shares
Institutional Holdings1170
Rows:
LOWES COS INC
SOLEShares1.40M
TypeSH
Market value$310.09M
9.83%
Sole
374.38K
Shared
0.00
None
1.02M
NVIDIA CORPORATION
SOLEShares1.47M
TypeSH
Market value$232.88M
7.38%
Sole
1.18M
Shared
0.00
None
291.36K
APPLE INC
SOLEShares975.38K
TypeSH
Market value$200.12M
6.34%
Sole
821.54K
Shared
0.00
None
153.83K
MICROSOFT CORP
SOLEShares398.45K
TypeSH
Market value$198.19M
6.28%
Sole
317.64K
Shared
0.00
None
80.81K
META PLATFORMS INC
SOLEShares162.69K
TypeSH
Market value$120.08M
3.81%
Sole
124.24K
Shared
0.00
None
38.44K
PALANTIR TECHNOLOGIES INC
SOLEShares816.32K
TypeSH
Market value$111.28M
3.53%
Sole
553.19K
Shared
0.00
None
263.13K
AMAZON COM INC
SOLEShares480.70K
TypeSH
Market value$105.46M
3.34%
Sole
382.37K
Shared
0.00
None
98.32K
ALPHABET INC
SOLEShares499.87K
TypeSH
Market value$88.67M
2.81%
Sole
397.95K
Shared
0.00
None
101.92K
BERKSHIRE HATHAWAY INC DEL
SOLEShares173.55K
TypeSH
Market value$84.30M
2.67%
Sole
145.06K
Shared
0.00
None
28.48K
JPMORGAN CHASE & CO.
SOLEShares227.89K
TypeSH
Market value$66.07M
2.09%
Sole
173.15K
Shared
0.00
None
54.74K
ELI LILLY & CO
SOLEShares71.87K
TypeSH
Market value$56.02M
1.78%
Sole
54.60K
Shared
0.00
None
17.27K
BANK AMERICA CORP
SOLEShares1.13M
TypeSH
Market value$53.54M
1.70%
Sole
944.63K
Shared
0.00
None
186.88K
ALPHABET INC
SOLEShares276.82K
TypeSH
Market value$48.78M
1.55%
Sole
201.40K
Shared
0.00
None
75.42K
GREEN BRICK PARTNERS INC
SOLEShares649.79K
TypeSH
Market value$40.86M
1.30%
Sole
500.18K
Shared
0.00
None
149.60K
PEPSICO INC
SOLEShares284.34K
TypeSH
Market value$37.54M
1.19%
Sole
227.80K
Shared
0.00
None
56.55K
ADVANCED MICRO DEVICES INC
SOLEShares262.70K
TypeSH
Market value$37.28M
1.18%
Sole
173.04K
Shared
0.00
None
89.66K
WALMART INC
SOLEShares338.08K
TypeSH
Market value$33.06M
1.05%
Sole
284.48K
Shared
0.00
None
53.60K
RTX CORPORATION
SOLEShares222.25K
TypeSH
Market value$32.45M
1.03%
Sole
178.98K
Shared
0.00
None
43.27K
INTUITIVE SURGICAL INC
SOLEShares59.48K
TypeSH
Market value$32.32M
1.02%
Sole
42.83K
Shared
0.00
None
16.65K
NU HLDGS LTD
SOLEShares2.28M
TypeSH
Market value$31.31M
0.99%
Sole
1.25M
Shared
0.00
None
1.03M
LENNAR CORP
SOLEShares264.54K
TypeSH
Market value$29.26M
0.93%
Sole
216.01K
Shared
0.00
None
48.53K
VISA INC
SOLEShares79.07K
TypeSH
Market value$28.08M
0.89%
Sole
63.12K
Shared
0.00
None
15.96K
JOHNSON & JOHNSON
SOLEShares178.67K
TypeSH
Market value$27.29M
0.87%
Sole
138.52K
Shared
0.00
None
40.15K
MICRON TECHNOLOGY INC
SOLEShares220.66K
TypeSH
Market value$27.20M
0.86%
Sole
188.49K
Shared
0.00
None
32.17K
ABBVIE INC
SOLEShares131.46K
TypeSH
Market value$24.40M
0.77%
Sole
106.04K
Shared
0.00
None
25.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LOWES COS INCSOLE | COM | 1.40M | SH | $310.09M 9.83% | 374.38K | 0.00 | 1.02M |
NVIDIA CORPORATIONSOLE | COM | 1.47M | SH | $232.88M 7.38% | 1.18M | 0.00 | 291.36K |
APPLE INCSOLE | COM | 975.38K | SH | $200.12M 6.34% | 821.54K | 0.00 | 153.83K |
MICROSOFT CORPSOLE | COM | 398.45K | SH | $198.19M 6.28% | 317.64K | 0.00 | 80.81K |
META PLATFORMS INCSOLE | CL A | 162.69K | SH | $120.08M 3.81% | 124.24K | 0.00 | 38.44K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 816.32K | SH | $111.28M 3.53% | 553.19K | 0.00 | 263.13K |
AMAZON COM INCSOLE | COM | 480.70K | SH | $105.46M 3.34% | 382.37K | 0.00 | 98.32K |
ALPHABET INCSOLE | CAP STK CL C | 499.87K | SH | $88.67M 2.81% | 397.95K | 0.00 | 101.92K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 173.55K | SH | $84.30M 2.67% | 145.06K | 0.00 | 28.48K |
JPMORGAN CHASE & CO.SOLE | COM | 227.89K | SH | $66.07M 2.09% | 173.15K | 0.00 | 54.74K |
ELI LILLY & COSOLE | COM | 71.87K | SH | $56.02M 1.78% | 54.60K | 0.00 | 17.27K |
BANK AMERICA CORPSOLE | COM | 1.13M | SH | $53.54M 1.70% | 944.63K | 0.00 | 186.88K |
ALPHABET INCSOLE | CAP STK CL A | 276.82K | SH | $48.78M 1.55% | 201.40K | 0.00 | 75.42K |
GREEN BRICK PARTNERS INCSOLE | COM | 649.79K | SH | $40.86M 1.30% | 500.18K | 0.00 | 149.60K |
PEPSICO INCSOLE | COM | 284.34K | SH | $37.54M 1.19% | 227.80K | 0.00 | 56.55K |
ADVANCED MICRO DEVICES INCSOLE | COM | 262.70K | SH | $37.28M 1.18% | 173.04K | 0.00 | 89.66K |
WALMART INCSOLE | COM | 338.08K | SH | $33.06M 1.05% | 284.48K | 0.00 | 53.60K |
RTX CORPORATIONSOLE | COM | 222.25K | SH | $32.45M 1.03% | 178.98K | 0.00 | 43.27K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 59.48K | SH | $32.32M 1.02% | 42.83K | 0.00 | 16.65K |
NU HLDGS LTDSOLE | ORD SHS CL A | 2.28M | SH | $31.31M 0.99% | 1.25M | 0.00 | 1.03M |
LENNAR CORPSOLE | CL A | 264.54K | SH | $29.26M 0.93% | 216.01K | 0.00 | 48.53K |
VISA INCSOLE | COM CL A | 79.07K | SH | $28.08M 0.89% | 63.12K | 0.00 | 15.96K |
JOHNSON & JOHNSONSOLE | COM | 178.67K | SH | $27.29M 0.87% | 138.52K | 0.00 | 40.15K |
MICRON TECHNOLOGY INCSOLE | COM | 220.66K | SH | $27.20M 0.86% | 188.49K | 0.00 | 32.17K |
ABBVIE INCSOLE | COM | 131.46K | SH | $24.40M 0.77% | 106.04K | 0.00 | 25.42K |
Page 1 of 47
…