Filed: 10/7/2025ACC: 0001420506-25-002824
📋 What this filing means
SALEM INVESTMENT COUNSELORS INC filed this quarterly 13F‑HR report disclosing 1214 equity positions with a total reported market value of $3.49B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1214
Positions
$3.49B
Total AUM (reported)
28.25M
Total Shares
Allocation by class
COM$2.34B66.9%
CL A$320.61M9.2%
CAP STK CL C$122.07M3.5%
CL B NEW$86.88M2.5%
CAP STK CL A$66.96M1.9%
SHS$48.84M1.4%
COM NEW$48.60M1.4%
Portfolio Concentration
Top 3$870.62M24.9%
4–10$840.52M24.1%
11–25$621.15M17.8%
Rest$1.16B33.2%
Top 3 weight
24.9%
Top 10 weight
49.0%
Voting Authority Distribution
Total shares with voting rights: 28.25M
Sole
Full voting authority
19.25M
shares
% of voting shares68.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9M
shares
% of voting shares31.9%
Investment Discretion (by position count)
Sole1214
Shared0
Other0
Dominant voting typeSole · 68.1% of voting shares
Institutional Holdings1214
Rows:
LOWES COS INC
SOLEShares1.39M
TypeSH
Market value$350.03M
10.02%
Sole
384.63K
Shared
0.00
None
1.01M
NVIDIA CORPORATION
SOLEShares1.46M
TypeSH
Market value$272.16M
7.79%
Sole
1.17M
Shared
0.00
None
287.16K
APPLE INC
SOLEShares975.63K
TypeSH
Market value$248.43M
7.11%
Sole
819.91K
Shared
0.00
None
155.73K
MICROSOFT CORP
SOLEShares398.46K
TypeSH
Market value$206.38M
5.91%
Sole
317.95K
Shared
0.00
None
80.50K
PALANTIR TECHNOLOGIES INC
SOLEShares715.87K
TypeSH
Market value$130.59M
3.74%
Sole
500.30K
Shared
0.00
None
215.57K
ALPHABET INC
SOLEShares501.21K
TypeSH
Market value$122.07M
3.49%
Sole
397.03K
Shared
0.00
None
104.18K
META PLATFORMS INC
SOLEShares159.52K
TypeSH
Market value$117.15M
3.35%
Sole
123.90K
Shared
0.00
None
35.62K
AMAZON COM INC
SOLEShares479.84K
TypeSH
Market value$105.36M
3.02%
Sole
383.17K
Shared
0.00
None
96.68K
BERKSHIRE HATHAWAY INC DEL
SOLEShares172.81K
TypeSH
Market value$86.88M
2.49%
Sole
144.75K
Shared
0.00
None
28.07K
JPMORGAN CHASE & CO.
SOLEShares228.57K
TypeSH
Market value$72.10M
2.06%
Sole
172.71K
Shared
0.00
None
55.87K
ALPHABET INC
SOLEShares275.45K
TypeSH
Market value$66.96M
1.92%
Sole
201.04K
Shared
0.00
None
74.42K
ELI LILLY & CO
SOLEShares80.16K
TypeSH
Market value$61.17M
1.75%
Sole
61.21K
Shared
0.00
None
18.96K
BANK AMERICA CORP
SOLEShares1.13M
TypeSH
Market value$58.55M
1.68%
Sole
944.43K
Shared
0.00
None
190.44K
GREEN BRICK PARTNERS INC
SOLEShares648.64K
TypeSH
Market value$47.91M
1.37%
Sole
498.47K
Shared
0.00
None
150.16K
ADVANCED MICRO DEVICES INC
SOLEShares265.78K
TypeSH
Market value$43.00M
1.23%
Sole
173.09K
Shared
0.00
None
92.70K
PEPSICO INC
SOLEShares284.35K
TypeSH
Market value$39.93M
1.14%
Sole
226.42K
Shared
0.00
None
57.93K
RTX CORPORATION
SOLEShares222.61K
TypeSH
Market value$37.25M
1.07%
Sole
177.95K
Shared
0.00
None
44.66K
MICRON TECHNOLOGY INC
SOLEShares219.27K
TypeSH
Market value$36.69M
1.05%
Sole
187.12K
Shared
0.00
None
32.15K
ASTERA LABS INC
SOLEShares183.73K
TypeSH
Market value$35.97M
1.03%
Sole
139.10K
Shared
0.00
None
44.63K
WALMART INC
SOLEShares336.77K
TypeSH
Market value$34.71M
0.99%
Sole
283.42K
Shared
0.00
None
53.35K
NU HLDGS LTD
SOLEShares2.14M
TypeSH
Market value$34.25M
0.98%
Sole
1.25M
Shared
0.00
None
893.70K
LENNAR CORP
SOLEShares266.08K
TypeSH
Market value$33.54M
0.96%
Sole
215.76K
Shared
0.00
None
50.32K
JOHNSON & JOHNSON
SOLEShares178.36K
TypeSH
Market value$33.07M
0.95%
Sole
138.23K
Shared
0.00
None
40.12K
ABBVIE INC
SOLEShares132.75K
TypeSH
Market value$30.74M
0.88%
Sole
106.49K
Shared
0.00
None
26.27K
INTUITIVE SURGICAL INC
SOLEShares61.30K
TypeSH
Market value$27.41M
0.78%
Sole
43.70K
Shared
0.00
None
17.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LOWES COS INCSOLE | COM | 1.39M | SH | $350.03M 10.02% | 384.63K | 0.00 | 1.01M |
NVIDIA CORPORATIONSOLE | COM | 1.46M | SH | $272.16M 7.79% | 1.17M | 0.00 | 287.16K |
APPLE INCSOLE | COM | 975.63K | SH | $248.43M 7.11% | 819.91K | 0.00 | 155.73K |
MICROSOFT CORPSOLE | COM | 398.46K | SH | $206.38M 5.91% | 317.95K | 0.00 | 80.50K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 715.87K | SH | $130.59M 3.74% | 500.30K | 0.00 | 215.57K |
ALPHABET INCSOLE | CAP STK CL C | 501.21K | SH | $122.07M 3.49% | 397.03K | 0.00 | 104.18K |
META PLATFORMS INCSOLE | CL A | 159.52K | SH | $117.15M 3.35% | 123.90K | 0.00 | 35.62K |
AMAZON COM INCSOLE | COM | 479.84K | SH | $105.36M 3.02% | 383.17K | 0.00 | 96.68K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 172.81K | SH | $86.88M 2.49% | 144.75K | 0.00 | 28.07K |
JPMORGAN CHASE & CO.SOLE | COM | 228.57K | SH | $72.10M 2.06% | 172.71K | 0.00 | 55.87K |
ALPHABET INCSOLE | CAP STK CL A | 275.45K | SH | $66.96M 1.92% | 201.04K | 0.00 | 74.42K |
ELI LILLY & COSOLE | COM | 80.16K | SH | $61.17M 1.75% | 61.21K | 0.00 | 18.96K |
BANK AMERICA CORPSOLE | COM | 1.13M | SH | $58.55M 1.68% | 944.43K | 0.00 | 190.44K |
GREEN BRICK PARTNERS INCSOLE | COM | 648.64K | SH | $47.91M 1.37% | 498.47K | 0.00 | 150.16K |
ADVANCED MICRO DEVICES INCSOLE | COM | 265.78K | SH | $43.00M 1.23% | 173.09K | 0.00 | 92.70K |
PEPSICO INCSOLE | COM | 284.35K | SH | $39.93M 1.14% | 226.42K | 0.00 | 57.93K |
RTX CORPORATIONSOLE | COM | 222.61K | SH | $37.25M 1.07% | 177.95K | 0.00 | 44.66K |
MICRON TECHNOLOGY INCSOLE | COM | 219.27K | SH | $36.69M 1.05% | 187.12K | 0.00 | 32.15K |
ASTERA LABS INCSOLE | COM | 183.73K | SH | $35.97M 1.03% | 139.10K | 0.00 | 44.63K |
WALMART INCSOLE | COM | 336.77K | SH | $34.71M 0.99% | 283.42K | 0.00 | 53.35K |
NU HLDGS LTDSOLE | ORD SHS CL A | 2.14M | SH | $34.25M 0.98% | 1.25M | 0.00 | 893.70K |
LENNAR CORPSOLE | CL A | 266.08K | SH | $33.54M 0.96% | 215.76K | 0.00 | 50.32K |
JOHNSON & JOHNSONSOLE | COM | 178.36K | SH | $33.07M 0.95% | 138.23K | 0.00 | 40.12K |
ABBVIE INCSOLE | COM | 132.75K | SH | $30.74M 0.88% | 106.49K | 0.00 | 26.27K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 61.30K | SH | $27.41M 0.78% | 43.70K | 0.00 | 17.60K |
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