StockDriftsStockDriftsTop 50 Salem Investment Counselors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | 7.63% | 1.40M | $307.9M | +0.13%(+1.85K) | $213.85(+0.63%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.81% | 1.37M | $274.8M | -1.25%(-17.35K) | $13.92(+1523.97%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.7% | 933.4K | $270.1M | new | $56.24(+442.98%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 5.1% | 178.1K | $205.5M | -13.33%(-27.38K) | $50.25(+1919.61%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.32% | 493.7K | $174.4M | -0.37%(-1.82K) | $61.15(+460.38%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.77% | 262.0K | $152.2M | new | $86.13(+494.74%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.68% | 397.7K | $148.4M | +1.59%(+6.24K) | $62.03(+683.66%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.87% | 484.9K | $115.6M | new | $68.23(+284.75%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.36% | 266.0K | $95.1M | -1.13%(-3.05K) | $47.35(+627.98%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.35% | 78.9K | $94.7M | +0.47%(+371) | $312.45(+277.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.88% | +90.13% | +14.39% | +95.87% |
| Top 20 Holdings Unweighted | +32.75% | +133.92% | +18.98% | +138.46% |
Salem Investment Counselors INC reports $4.03B in US-listed equity holdings across 1,244 positions in its most recent 13F filing. Its largest disclosed positions are LOW (7.6%), NVDA (6.8%) and AAPL (6.7%). The top 20 holdings account for 61.96% of reported assets. Its disclosed equity book has returned +90.13% on a three-year cumulative basis. Figures reflect the Q2 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