EdgeMarket › What Salem Investment Counselors Inc reported owning
What Salem Investment Counselors Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.4BPositions
1,238Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| LOW LOWES COMPANIES INC | 329.5M | 9.7% | 1.4M | 216.09 | -16.0% |
| NVDA NVIDIA CORP | 242.5M | 7.1% | 1.4M | 214.72 | +22.4% |
| AAPL Apple Inc. | 242.2M | 7.1% | 954.5K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 144.9M | 4.3% | 391.5K | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 142.1M | 4.2% | 495.5K | 341.75 | +70.7% |
| AMZN AMAZON COM INC | 100.9M | 3.0% | 484.3K | 258.63 | +15.6% |
| META Meta Platforms, Inc. | 89.7M | 2.6% | 156.8K | 549.90 | -26.5% |
| PLTR Palantir Technologies Inc. | 84.8M | 2.5% | 579.8K | 179.94 | +15.3% |
| unmapped CUSIP 084670702 | 82.1M | 2.4% | 171.3K | — | — |
| GOOGL Alphabet Inc. | 77.4M | 2.3% | 269.1K | 344.82 | +73.0% |
| LLY ELI LILLY & Co | 72.3M | 2.1% | 78.6K | 1,255.40 | +78.0% |
| JPM JPMORGAN CHASE & CO | 71.0M | 2.1% | 241.4K | 351.58 | +20.3% |
| MU MICRON TECHNOLOGY INC | 69.4M | 2.0% | 205.4K | 966.78 | +724.8% |
| BAC BANK OF AMERICA CORP /DE/ | 55.2M | 1.6% | 1.1M | 61.69 | +27.6% |
| AMD ADVANCED MICRO DEVICES INC | 53.9M | 1.6% | 265.0K | 473.25 | +186.5% |
| PEP PEPSICO INC | 44.2M | 1.3% | 284.8K | 143.48 | -4.8% |
| JNJ JOHNSON & JOHNSON | 43.2M | 1.3% | 176.7K | 270.24 | +51.1% |
| RTX RTX Corp | 42.5M | 1.2% | 220.3K | 209.91 | +34.1% |
| WMT Walmart Inc. | 41.5M | 1.2% | 333.3K | 103.70 | +1.1% |
| GRBK Green Brick Partners, Inc. | 41.4M | 1.2% | 641.9K | 71.92 | +6.8% |
| CAT CATERPILLAR INC | 34.7M | 1.0% | 48.9K | 827.90 | +96.8% |
| NU Nu Holdings Ltd. | 30.4M | 0.9% | 2.1M | 14.58 | +7.0% |
| ISRG INTUITIVE SURGICAL INC | 29.0M | 0.8% | 62.8K | 378.81 | -21.2% |
| ABBV AbbVie Inc. | 28.7M | 0.8% | 131.9K | 264.96 | +26.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 28.2M | 0.8% | 83.3K | 418.95 | +83.3% |
| V VISA INC. | 24.7M | 0.7% | 81.8K | 371.04 | +7.9% |
| COST COSTCO WHOLESALE CORP /NEW | 24.5M | 0.7% | 24.6K | 947.74 | -4.7% |
| SCHX Schwab U.S. Large-Cap ETF | 24.1M | 0.7% | 940.1K | 30.21 | +19.6% |
| LEN LENNAR CORP /NEW/ | 22.8M | 0.7% | 262.4K | 87.02 | -33.2% |
| SW Smurfit Westrock plc | 22.7M | 0.7% | 570.6K | 49.39 | +17.7% |
| MRK Merck & Co., Inc. | 21.3M | 0.6% | 176.4K | 152.55 | +80.2% |
| CSCO CISCO SYSTEMS, INC. | 20.9M | 0.6% | 269.6K | 111.04 | +65.5% |
| ALAB Astera Labs, Inc. | 20.3M | 0.6% | 184.9K | 284.97 | +65.2% |
| VO Vanguard Morningstar Mid-Cap ETF | 20.1M | 0.6% | 69.9K | 82.97 | +15.9% |
| SCHM Schwab U.S. Mid Cap ETF | 20.0M | 0.6% | 645.9K | 36.16 | +25.4% |
| MGK Vanguard Morningstar Mega Cap Growth ETF | 19.8M | 0.6% | 53.9K | 88.95 | +17.2% |
| VB Vanguard Morningstar Small-Cap ETF | 19.6M | 0.6% | 74.8K | 304.76 | +24.4% |
| SPY SPDR S&P 500 ETF TRUST | 19.4M | 0.6% | 29.7K | 765.72 | +20.0% |
| MCD MCDONALDS CORP | 16.4M | 0.5% | 52.7K | 270.95 | -13.5% |
| XOM ExxonMobil Holdings Corp | 15.4M | 0.5% | 90.6K | 165.11 | +52.1% |
| UI Ubiquiti Inc. | 15.1M | 0.4% | 19.1K | 559.00 | +41.7% |
| ACN Accenture plc | 15.1M | 0.4% | 76.0K | 185.28 | -27.4% |
| QCOM QUALCOMM INC/DE | 14.7M | 0.4% | 114.3K | 160.75 | +3.4% |
| PG PROCTER & GAMBLE Co | 14.7M | 0.4% | 101.8K | 144.68 | -9.3% |
| GEHC GE HealthCare Technologies Inc. | 13.1M | 0.4% | 184.5K | 74.82 | +1.3% |
| BCPC BALCHEM CORP | 12.9M | 0.4% | 76.3K | 181.28 | +12.0% |
| BSX BOSTON SCIENTIFIC CORP | 12.6M | 0.4% | 201.5K | 50.37 | -52.5% |
| TFC TRUIST FINANCIAL CORP | 12.5M | 0.4% | 272.8K | 50.42 | +13.6% |
| MRVL Marvell Technology, Inc. | 12.0M | 0.4% | 121.0K | 237.04 | +232.8% |
| ETN Eaton Corp plc | 11.9M | 0.3% | 33.3K | 419.20 | +21.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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