StockDriftsStockDriftsTop 50 Salem Investment Counselors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.77% | 1.36M | $311.9M | -0.62%(-8.55K) | $13.92(+1459.50%) | 2026-09-30 | |
| AAPL | APPLE INC | 7.7% | 928.7K | $309.3M | -0.51%(-4.73K) | $56.24(+509.76%) | 2026-09-30 | |
| LOW | LOWES COS INC | 6.41% | 1.40M | $257.3M | -0.01%(-76) | $213.85(-8.38%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.13% | 401.4K | $205.9M | +0.92%(+3.65K) | $65.49(+714.72%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 4.58% | 172.7K | $183.9M | -3.02%(-5.37K) | $50.25(+1700.91%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 4.16% | 490.7K | $167.2M | -0.60%(-2.96K) | $61.15(+456.31%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.82% | 250.6K | $153.3M | -4.35%(-11.39K) | $86.56(+521.61%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.01% | 484.6K | $120.7M | -0.05%(-248) | $68.23(+284.63%) | 2026-09-30 | |
| META | META PLATFORMS INC | 2.84% | 157.5K | $114.2M | -0.55%(-864) | $156.73(+350.09%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.31% | 496.0K | $92.8M | -10.16%(-56.12K) | $10.57(+1737.00%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.81% | +108.80% | +15.69% | +107.23% |
| Top 20 Holdings Unweighted | +36.87% | +156.39% | +21.22% | +161.78% |
Salem Investment Counselors INC reports $4.01B in US-listed equity holdings across 412 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.8%), AAPL (7.7%) and LOW (6.4%). The top 20 holdings account for 63.49% of reported assets. Its disclosed equity book has returned +108.80% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Salem Investment Counselors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 884423). View Salem Investment Counselors INC’s 13F filings on SEC