Filed: 10/13/2026ACC: 0001420506-26-002307
📋 What this filing means
SALEM INVESTMENT COUNSELORS INC filed this quarterly 13F‑HR report disclosing 412 equity positions with a total reported market value of $4.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
412
Positions
$4.01B
Total AUM (reported)
27.41M
Total Shares
Allocation by class
COM$2.75B68.6%
CL A$268.03M6.7%
CAP STK CL C$167.21M4.2%
CAP STK CL A$88.43M2.2%
CL B NEW$85.75M2.1%
COM NEW$52.96M1.3%
SHS$48.26M1.2%
Portfolio Concentration
Top 3$878.50M21.9%
4–10$1.04B25.9%
11–25$807.77M20.1%
Rest$1.29B32.1%
Top 3 weight
21.9%
Top 10 weight
47.7%
Voting Authority Distribution
Total shares with voting rights: 27.41M
Sole
Full voting authority
18.59M
shares
% of voting shares67.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.82M
shares
% of voting shares32.2%
Investment Discretion (by position count)
Sole412
Shared0
Other0
Dominant voting typeSole · 67.8% of voting shares
Institutional Holdings412
Rows:
NVIDIA CORPORATION
SOLEShares1.36M
TypeSH
Market value$311.92M
7.77%
Sole
1.07M
Shared
0.00
None
294.86K
APPLE INC
SOLEShares928.68K
TypeSH
Market value$309.27M
7.70%
Sole
761.30K
Shared
0.00
None
167.38K
LOWES COS INC
SOLEShares1.40M
TypeSH
Market value$257.31M
6.41%
Sole
381.12K
Shared
0.00
None
1.02M
MICROSOFT CORP
SOLEShares401.38K
TypeSH
Market value$205.87M
5.13%
Sole
315.56K
Shared
0.00
None
85.81K
MICRON TECHNOLOGY INC
SOLEShares172.69K
TypeSH
Market value$183.93M
4.58%
Sole
141.27K
Shared
0.00
None
31.42K
ALPHABET INC
SOLEShares490.71K
TypeSH
Market value$167.21M
4.16%
Sole
380.54K
Shared
0.00
None
110.17K
ADVANCED MICRO DEVICES INC
SOLEShares250.57K
TypeSH
Market value$153.29M
3.82%
Sole
161.18K
Shared
0.00
None
89.38K
AMAZON COM INC
SOLEShares484.64K
TypeSH
Market value$120.75M
3.01%
Sole
378.38K
Shared
0.00
None
106.27K
META PLATFORMS INC
SOLEShares157.50K
TypeSH
Market value$114.21M
2.84%
Sole
122.20K
Shared
0.00
None
35.30K
PALANTIR TECHNOLOGIES INC
SOLEShares496K
TypeSH
Market value$92.78M
2.31%
Sole
392.60K
Shared
0.00
None
103.40K
ELI LILLY & CO
SOLEShares78.92K
TypeSH
Market value$91.32M
2.27%
Sole
59.50K
Shared
0.00
None
19.42K
ALPHABET INC
SOLEShares257K
TypeSH
Market value$88.43M
2.20%
Sole
190.62K
Shared
0.00
None
66.38K
BERKSHIRE HATHAWAY INC DEL
SOLEShares172.20K
TypeSH
Market value$85.75M
2.14%
Sole
138.68K
Shared
0.00
None
33.51K
JPMORGAN CHASE & CO
SOLEShares242.61K
TypeSH
Market value$80.26M
2.00%
Sole
176.89K
Shared
0.00
None
65.72K
BANK OF AMER CORP
SOLEShares1.14M
TypeSH
Market value$61.83M
1.54%
Sole
916.07K
Shared
0.00
None
219.84K
ASTERA LABS INC
SOLEShares154.72K
TypeSH
Market value$55.08M
1.37%
Sole
114.44K
Shared
0.00
None
40.28K
JOHNSON & JOHNSON
SOLEShares177.34K
TypeSH
Market value$46.95M
1.17%
Sole
134.78K
Shared
0.00
None
42.56K
GREEN BRICK PARTNERS INC
SOLEShares649.69K
TypeSH
Market value$42.95M
1.07%
Sole
481.29K
Shared
0.00
None
168.39K
RTX CORPORATION
SOLEShares219.21K
TypeSH
Market value$40.70M
1.01%
Sole
172.79K
Shared
0.00
None
46.42K
PEPSICO INC
SOLEShares314.70K
TypeSH
Market value$39.88M
0.99%
Sole
240.71K
Shared
0.00
None
74K
CATERPILLAR INC
SOLEShares48.77K
TypeSH
Market value$39.55M
0.99%
Sole
35.09K
Shared
0.00
None
13.69K
ABBVIE INC
SOLEShares133.47K
TypeSH
Market value$34.91M
0.87%
Sole
103.39K
Shared
0.00
None
30.08K
WALMART INC
SOLEShares324.88K
TypeSH
Market value$33.76M
0.84%
Sole
266.28K
Shared
0.00
None
58.60K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares73.67K
TypeSH
Market value$33.62M
0.84%
Sole
52.51K
Shared
0.00
None
21.17K
MARVELL TECHNOLOGY INC
SOLEShares124.13K
TypeSH
Market value$32.80M
0.82%
Sole
77.93K
Shared
0.00
None
46.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.36M | SH | $311.92M 7.77% | 1.07M | 0.00 | 294.86K |
APPLE INCSOLE | COM | 928.68K | SH | $309.27M 7.70% | 761.30K | 0.00 | 167.38K |
LOWES COS INCSOLE | COM | 1.40M | SH | $257.31M 6.41% | 381.12K | 0.00 | 1.02M |
MICROSOFT CORPSOLE | COM | 401.38K | SH | $205.87M 5.13% | 315.56K | 0.00 | 85.81K |
MICRON TECHNOLOGY INCSOLE | COM | 172.69K | SH | $183.93M 4.58% | 141.27K | 0.00 | 31.42K |
ALPHABET INCSOLE | CAP STK CL C | 490.71K | SH | $167.21M 4.16% | 380.54K | 0.00 | 110.17K |
ADVANCED MICRO DEVICES INCSOLE | COM | 250.57K | SH | $153.29M 3.82% | 161.18K | 0.00 | 89.38K |
AMAZON COM INCSOLE | COM | 484.64K | SH | $120.75M 3.01% | 378.38K | 0.00 | 106.27K |
META PLATFORMS INCSOLE | CL A | 157.50K | SH | $114.21M 2.84% | 122.20K | 0.00 | 35.30K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 496K | SH | $92.78M 2.31% | 392.60K | 0.00 | 103.40K |
ELI LILLY & COSOLE | COM | 78.92K | SH | $91.32M 2.27% | 59.50K | 0.00 | 19.42K |
ALPHABET INCSOLE | CAP STK CL A | 257K | SH | $88.43M 2.20% | 190.62K | 0.00 | 66.38K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 172.20K | SH | $85.75M 2.14% | 138.68K | 0.00 | 33.51K |
JPMORGAN CHASE & COSOLE | COM | 242.61K | SH | $80.26M 2.00% | 176.89K | 0.00 | 65.72K |
BANK OF AMER CORPSOLE | COM | 1.14M | SH | $61.83M 1.54% | 916.07K | 0.00 | 219.84K |
ASTERA LABS INCSOLE | COM | 154.72K | SH | $55.08M 1.37% | 114.44K | 0.00 | 40.28K |
JOHNSON & JOHNSONSOLE | COM | 177.34K | SH | $46.95M 1.17% | 134.78K | 0.00 | 42.56K |
GREEN BRICK PARTNERS INCSOLE | COM | 649.69K | SH | $42.95M 1.07% | 481.29K | 0.00 | 168.39K |
RTX CORPORATIONSOLE | COM | 219.21K | SH | $40.70M 1.01% | 172.79K | 0.00 | 46.42K |
PEPSICO INCSOLE | COM | 314.70K | SH | $39.88M 0.99% | 240.71K | 0.00 | 74K |
CATERPILLAR INCSOLE | COM | 48.77K | SH | $39.55M 0.99% | 35.09K | 0.00 | 13.69K |
ABBVIE INCSOLE | COM | 133.47K | SH | $34.91M 0.87% | 103.39K | 0.00 | 30.08K |
WALMART INCSOLE | COM | 324.88K | SH | $33.76M 0.84% | 266.28K | 0.00 | 58.60K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 73.67K | SH | $33.62M 0.84% | 52.51K | 0.00 | 21.17K |
MARVELL TECHNOLOGY INCSOLE | COM | 124.13K | SH | $32.80M 0.82% | 77.93K | 0.00 | 46.20K |
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