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CIK: 0000884423
Total reported value
$4.0B
$4.0B
1170 檔
26.3%
The Q2 2025 SEC filing reveals that Salem Investment Counselors Inc held a total portfolio value of $4.0B, covering 1170 public equity positions.
Salem Investment Counselors Inc executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 23 positions.
Showing top 200 holdings (of 1170 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 9.83% | -2.04% | -0.03% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.38% | -0.31% | -1.73% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.34% | -0.41% | -0.20% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.28% | -0.57% | -0.36% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.81% | -0.42% | -0.66% | |
| 6 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.53% | -0.89% | -13.08% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.34% | -0.09% | +0.01% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.81% | +0.15% | +0.17% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.67% | -0.26% | -1.31% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.09% | -0.11% | -0.08% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.78% | +0.23% | +0.60% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.70% | -0.03% | +0.36% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | +0.09% | +0.20% | |
| 14 | GRBK | Green Brick Partners Inc | Stock-Other | 1.30% | +0.07% | -2.97% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.19% | -0.34% | -1.45% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 1.18% | +2.19% | +0.14% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.05% | -0.31% | -0.04% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.03% | -0.22% | +0.59% | |
| 19 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.02% | -0.22% | -0.39% | |
| 20 | NU | Nu Holdings Ltd. | Stock-Financials | 0.99% | -0.19% | +0.04% | |
| 21 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.93% | -0.09% | -1.35% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | -0.02% | +0.82% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.16% | -0.44% | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 0.86% | +3.06% | -1.33% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | -0.01% | +0.47% | |
| 26 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.77% | -0.03% | -4.24% | |
| 27 | ACN | Accenture plc | Stock-Tech | 0.74% | -0.21% | -0.03% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.72% | -0.01% | +0.56% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.15% | +0.01% | |
| 30 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.66% | -0.17% | +0.05% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.65% | +0.12% | +0.45% | |
| 32 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.65% | +0.01% | -1.87% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | -0.03% | +2.46% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.27% | +18.92% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.17% | -0.58% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.03% | -0.62% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.57% | +0.10% | -0.28% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.06% | +0.37% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | -0.02% | +2.80% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.56% | — | -5.84% | |
| 41 | ALAB | Astera Labs Inc | Stock-Tech | 0.50% | +1.55% | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.07% | -24.85% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.12% | +0.65% | |
| 44 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.41% | — | -1.25% | |
| 45 | BCPC | Balchem CORP | Stock-Materials | 0.39% | -0.06% | — | |
| 46 | TFC | Truist Financial CORP | Stock-Financials | 0.38% | -0.18% | +2.53% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | -0.07% | -0.75% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.35% | +0.01% | +254.28% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.33% | -0.28% | EXIT | |
| 50 | MMM | 3m Co | Stock-Industrials | 0.33% | -0.01% | +2.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -1.73% | Trim |
| 2 | MSFT | Microsoft CORP | +1.1% | -0.36% | Trim |
| 3 | PLTR | Palantir Technologies Inc-a | +0.8% | -13.08% | Trim |
| 4 | META | Meta Platforms Inc-class A | +0.5% | -0.66% | Trim |
| 5 | ALAB | Astera Labs Inc | +0.5% | NEW | New buy |
| 6 | ETN | Eaton Corporation plc | +0.3% | +254.28% | Add |
| 7 | AMD | Advanced Micro Devices | +0.2% | +0.14% | Add |
| 8 | COF | Capital One Financial CORP | +0.2% | +238.93% | Add |
| 9 | NU | Nu Holdings Ltd. | +0.2% | +0.04% | Add |
| 10 | MU | Micron Technology Inc | +0.2% | -1.33% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.2% | +0.01% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -0.08% | Trim |
| 13 | HIMS | Hims & Hers Health Inc | +0.1% | -1.25% | Trim |
| 14 | CAT | Caterpillar Inc | +0.1% | +18.92% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.45% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | +6.97% | Add |
| 17 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +2785.42% | Add |
| 18 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +49106.67% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +0.17% | Add |
| 20 | TROW | T Rowe Price Group Inc | +0.1% | +60.43% | Add |
| 21 | CRI | Carter's Inc | +0.1% | +46222.50% | Add |
| 22 | CPNG | Coupang Inc | +0.1% | +170340.00% | Add |
| 23 | ORCL | Oracle CORP | +0.1% | +0.71% | Add |
| 24 | MRVL | Marvell Technology Inc | +0.1% | +415.92% | Add |
| 25 | MSTR | Strategy Inc | +0.1% | +1219.35% | Add |
| 26 | BAC | Bank Of America CORP | +0.1% | +0.36% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.20% | Add |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -0.56% | Trim |
| 29 | TEM | Tempus Ai Inc-cl A | +0.1% | +8020.00% | Add |
| 30 | UI | Ubiquiti Inc | +0.1% | -0.03% | Trim |
| 31 | MGK | Vanguard Mega Cap Growth ETF | 0% | -1.87% | Trim |
| 32 | WMT | Walmart Inc | 0% | -0.04% | Trim |
| 33 | RTX | Rtx CORP | 0% | +0.59% | Add |
| 34 | SCHX | Schwab US Large-cap ETF | 0% | +0.56% | Add |
| 35 | VO | Vanguard Mid-cap ETF | 0% | +2.46% | Add |
| 36 | CSCO | Cisco Systems Inc | 0% | -0.58% | Trim |
| 37 | ISRG | Intuitive Surgical Inc | 0% | -0.39% | Trim |
| 38 | ALSN | Allison Transmission Holding | -0.1% | -40.15% | Trim |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.1% | -9.29% | Trim |
| 40 | SW | Smurfit Westrock Plc | -0.2% | -4.24% | Trim |
| 41 | DFSEUR | Discover Financial Services | -0.2% | EXIT | Sold out |
| 42 | ABBV | Abbvie Inc | -0.2% | +0.47% | Add |
| 43 | JNJ | Johnson & Johnson | -0.2% | -0.44% | Trim |
| 44 | LLY | Eli Lilly & Co | -0.3% | +0.60% | Add |
| 45 | MRK | Merck & Co. Inc. | -0.3% | -24.85% | Trim |
| 46 | PEP | Pepsico Inc | -0.3% | -1.45% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.5% | -55.15% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -1.31% | Trim |
| 49 | AAPL | Apple Inc | -1.2% | -0.20% | Trim |
| 50 | LOW | Lowe's Cos Inc | -1.5% | -0.03% | Trim |
According to official SEC Form 13F filings, Salem Investment Counselors Inc reported a total U.S. public equity portfolio value of $4.0B across 1170 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LOW, NVDA, AAPL) accounted for 26.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
ALAB
市值: $15.9M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $5.3M
During Q2 2025, Salem Investment Counselors Inc's top holdings by market value included LOW (9.8%)、NVDA (7.4%)、AAPL (6.3%). The largest single position, LOW, represented 9.8% of total portfolio value.
In Q2 2025, Salem Investment Counselors Inc made 50 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 23 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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