Filed: 4/13/2026ACC: 0001420506-26-000663
๐ What this filing means
SALEM INVESTMENT COUNSELORS INC filed this quarterly 13FโHR report disclosing 1148 equity positions with a total reported market value of $2.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1148
Positions
$2.76B
Total AUM (reported)
23.36M
Total Shares
Allocation by class
COM$1.76B63.6%
CL A$217.25M7.9%
CAP STK CL C$142.14M5.1%
CAP STK CL A$77.38M2.8%
COM NEW$50.33M1.8%
SHS$45.41M1.6%
ORD SHS CL A$30.36M1.1%
Portfolio Concentration
Top 3$716.92M26.0%
4โ10$606.72M22.0%
11โ25$461.33M16.7%
Rest$976.67M35.4%
Top 3 weight
26.0%
Top 10 weight
47.9%
Voting Authority Distribution
Total shares with voting rights: 23.36M
Sole
Full voting authority
15.19M
shares
% of voting shares65.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.18M
shares
% of voting shares35.0%
Investment Discretion (by position count)
Sole1148
Shared0
Other0
Dominant voting typeSole ยท 65.0% of voting shares
Institutional Holdings1148
Rows:
LOWES COS INC
SOLEShares1.39M
TypeSH
Market value$329.48M
11.93%
Sole
381.88K
Shared
0.00
None
1.01M
NVIDIA CORPORATION
SOLEShares1.39M
TypeSH
Market value$242.52M
8.78%
Sole
1.10M
Shared
0.00
None
286.49K
MICROSOFT CORP
SOLEShares391.49K
TypeSH
Market value$144.92M
5.25%
Sole
311.80K
Shared
0.00
None
79.69K
ALPHABET INC
SOLEShares495.50K
TypeSH
Market value$142.14M
5.15%
Sole
387.27K
Shared
0.00
None
108.23K
META PLATFORMS INC
SOLEShares156.79K
TypeSH
Market value$89.70M
3.25%
Sole
122.08K
Shared
0.00
None
34.71K
PALANTIR TECHNOLOGIES INC
SOLEShares579.80K
TypeSH
Market value$84.81M
3.07%
Sole
429.08K
Shared
0.00
None
150.72K
ALPHABET INC
SOLEShares269.07K
TypeSH
Market value$77.38M
2.80%
Sole
194.22K
Shared
0.00
None
74.86K
ELI LILLY & CO
SOLEShares78.55K
TypeSH
Market value$72.25M
2.62%
Sole
60.85K
Shared
0.00
None
17.70K
JPMORGAN CHASE & CO
SOLEShares241.39K
TypeSH
Market value$71.01M
2.57%
Sole
179.82K
Shared
0.00
None
61.57K
MICRON TECHNOLOGY INC
SOLEShares205.44K
TypeSH
Market value$69.43M
2.51%
Sole
171.87K
Shared
0.00
None
33.57K
PEPSICO INC
SOLEShares284.75K
TypeSH
Market value$44.22M
1.60%
Sole
224.67K
Shared
0.00
None
60.08K
JOHNSON & JOHNSON
SOLEShares176.67K
TypeSH
Market value$43.18M
1.56%
Sole
135.67K
Shared
0.00
None
41K
WALMART INC
SOLEShares333.32K
TypeSH
Market value$41.50M
1.50%
Sole
275.52K
Shared
0.00
None
57.81K
GREEN BRICK PARTNERS INC
SOLEShares641.86K
TypeSH
Market value$41.37M
1.50%
Sole
492K
Shared
0.00
None
149.85K
CATERPILLAR INC
SOLEShares48.92K
TypeSH
Market value$34.66M
1.26%
Sole
35.46K
Shared
0.00
None
13.46K
NU HLDGS LTD
SOLEShares2.11M
TypeSH
Market value$30.36M
1.10%
Sole
1.23M
Shared
0.00
None
879.20K
INTUITIVE SURGICAL INC
SOLEShares62.80K
TypeSH
Market value$28.95M
1.05%
Sole
43.26K
Shared
0.00
None
19.55K
ABBVIE INC
SOLEShares131.90K
TypeSH
Market value$28.69M
1.04%
Sole
104.86K
Shared
0.00
None
27.04K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares83.32K
TypeSH
Market value$28.17M
1.02%
Sole
53.73K
Shared
0.00
None
29.59K
VISA INC
SOLEShares81.80K
TypeSH
Market value$24.72M
0.90%
Sole
62.79K
Shared
0.00
None
19.01K
COSTCO WHOLESALE CORPORATION
SOLEShares24.62K
TypeSH
Market value$24.53M
0.89%
Sole
15.62K
Shared
0.00
None
9K
SCHWAB STRATEGIC TR
SOLEShares940.05K
TypeSH
Market value$24.10M
0.87%
Sole
672.76K
Shared
0.00
None
267.30K
LENNAR CORP
SOLEShares262.41K
TypeSH
Market value$22.79M
0.83%
Sole
213.37K
Shared
0.00
None
49.04K
SMURFIT WESTROCK PLC
SOLEShares570.56K
TypeSH
Market value$22.74M
0.82%
Sole
309.15K
Shared
0.00
None
261.41K
MERCK & CO INC
SOLEShares176.37K
TypeSH
Market value$21.35M
0.77%
Sole
131.77K
Shared
0.00
None
44.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LOWES COS INCSOLE | COM | 1.39M | SH | $329.48M 11.93% | 381.88K | 0.00 | 1.01M |
NVIDIA CORPORATIONSOLE | COM | 1.39M | SH | $242.52M 8.78% | 1.10M | 0.00 | 286.49K |
MICROSOFT CORPSOLE | COM | 391.49K | SH | $144.92M 5.25% | 311.80K | 0.00 | 79.69K |
ALPHABET INCSOLE | CAP STK CL C | 495.50K | SH | $142.14M 5.15% | 387.27K | 0.00 | 108.23K |
META PLATFORMS INCSOLE | CL A | 156.79K | SH | $89.70M 3.25% | 122.08K | 0.00 | 34.71K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 579.80K | SH | $84.81M 3.07% | 429.08K | 0.00 | 150.72K |
ALPHABET INCSOLE | CAP STK CL A | 269.07K | SH | $77.38M 2.80% | 194.22K | 0.00 | 74.86K |
ELI LILLY & COSOLE | COM | 78.55K | SH | $72.25M 2.62% | 60.85K | 0.00 | 17.70K |
JPMORGAN CHASE & COSOLE | COM | 241.39K | SH | $71.01M 2.57% | 179.82K | 0.00 | 61.57K |
MICRON TECHNOLOGY INCSOLE | COM | 205.44K | SH | $69.43M 2.51% | 171.87K | 0.00 | 33.57K |
PEPSICO INCSOLE | COM | 284.75K | SH | $44.22M 1.60% | 224.67K | 0.00 | 60.08K |
JOHNSON & JOHNSONSOLE | COM | 176.67K | SH | $43.18M 1.56% | 135.67K | 0.00 | 41K |
WALMART INCSOLE | COM | 333.32K | SH | $41.50M 1.50% | 275.52K | 0.00 | 57.81K |
GREEN BRICK PARTNERS INCSOLE | COM | 641.86K | SH | $41.37M 1.50% | 492K | 0.00 | 149.85K |
CATERPILLAR INCSOLE | COM | 48.92K | SH | $34.66M 1.26% | 35.46K | 0.00 | 13.46K |
NU HLDGS LTDSOLE | ORD SHS CL A | 2.11M | SH | $30.36M 1.10% | 1.23M | 0.00 | 879.20K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 62.80K | SH | $28.95M 1.05% | 43.26K | 0.00 | 19.55K |
ABBVIE INCSOLE | COM | 131.90K | SH | $28.69M 1.04% | 104.86K | 0.00 | 27.04K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 83.32K | SH | $28.17M 1.02% | 53.73K | 0.00 | 29.59K |
VISA INCSOLE | COM CL A | 81.80K | SH | $24.72M 0.90% | 62.79K | 0.00 | 19.01K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 24.62K | SH | $24.53M 0.89% | 15.62K | 0.00 | 9K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 940.05K | SH | $24.10M 0.87% | 672.76K | 0.00 | 267.30K |
LENNAR CORPSOLE | CL A | 262.41K | SH | $22.79M 0.83% | 213.37K | 0.00 | 49.04K |
SMURFIT WESTROCK PLCSOLE | SHS | 570.56K | SH | $22.74M 0.82% | 309.15K | 0.00 | 261.41K |
MERCK & CO INCSOLE | COM | 176.37K | SH | $21.35M 0.77% | 131.77K | 0.00 | 44.60K |
Page 1 of 46
โฆ