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CIK: 0000884423
Total reported value
$4.0B
$4.0B
1214 檔
29.9%
In Q3 2025, Salem Investment Counselors Inc's U.S. equity holdings reached a combined market value of $4.0B, distributed across 1214 disclosed stock positions.
Salem Investment Counselors Inc executed strategic sector rebalancing during Q3 2025, establishing 1 new positions while fully exiting 3 holdings and trimming 24 positions.
Showing top 200 holdings (of 1214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 10.02% | -2.04% | -0.34% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.79% | -0.31% | -1.04% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.11% | -0.41% | +0.03% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.91% | -0.57% | +0.00% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.74% | -0.89% | -12.31% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.49% | +0.15% | +0.27% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.35% | -0.42% | -1.95% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.02% | -0.09% | -0.18% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.49% | -0.26% | -0.42% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.06% | -0.11% | +0.30% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.92% | +0.09% | -0.49% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.75% | +0.23% | +11.54% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 1.68% | -0.03% | +0.30% | |
| 14 | GRBK | Green Brick Partners Inc | Stock-Other | 1.37% | +0.07% | -0.18% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.23% | +2.19% | +1.17% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.14% | -0.34% | +0.00% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.07% | -0.22% | +0.16% | |
| 18 | MU | Micron Technology Inc | Stock-Tech | 1.05% | +3.06% | -0.63% | |
| 19 | ALAB | Astera Labs Inc | Stock-Tech | 1.03% | +1.55% | +4.48% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.99% | -0.31% | -0.39% | |
| 21 | NU | Nu Holdings Ltd. | Stock-Financials | 0.98% | -0.19% | -6.26% | |
| 22 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.96% | -0.09% | +0.58% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.16% | -0.18% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | -0.01% | +0.99% | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.78% | -0.22% | +3.05% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.02% | +0.06% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.71% | -0.01% | +1.12% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.71% | +0.12% | -1.92% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.70% | +0.27% | +1.32% | |
| 30 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.68% | -0.03% | -0.17% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.64% | +0.01% | -0.80% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.15% | +2.83% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | -0.03% | -0.59% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.03% | +1.16% | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.55% | -0.21% | +0.05% | |
| 36 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.55% | -0.17% | +1.50% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | -0.02% | +0.40% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.54% | +0.10% | +1.00% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.54% | — | +1.00% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.17% | -0.64% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.07% | -1.58% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.06% | -6.10% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.12% | +0.27% | |
| 44 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.43% | — | +0.24% | |
| 45 | UI | Ubiquiti Inc | Stock-Tech | 0.38% | -0.19% | -2.09% | |
| 46 | TFC | Truist Financial CORP | Stock-Financials | 0.36% | -0.18% | -1.75% | |
| 47 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.35% | -0.10% | +31.14% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.34% | +0.01% | +3.82% | |
| 49 | BCPC | Balchem CORP | Stock-Materials | 0.33% | -0.06% | — | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.07% | -1.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -1.04% | Trim |
| 2 | PLTR | Palantir Technologies Inc-a | +1% | -12.31% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.8% | +0.27% | Add |
| 4 | MSFT | Microsoft CORP | +0.7% | +0.00% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.49% | Trim |
| 6 | MU | Micron Technology Inc | +0.4% | -0.63% | Trim |
| 7 | AMD | Advanced Micro Devices | +0.3% | +1.17% | Add |
| 8 | ETN | Eaton Corporation plc | +0.3% | +3.82% | Add |
| 9 | CAT | Caterpillar Inc | +0.2% | +1.32% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.92% | Trim |
| 11 | COF | Capital One Financial CORP | +0.2% | -0.05% | Add |
| 12 | MRVL | Marvell Technology Inc | +0.2% | +167.58% | Add |
| 13 | NU | Nu Holdings Ltd. | +0.2% | -6.26% | Trim |
| 14 | HIMS | Hims & Hers Health Inc | +0.2% | +0.24% | Trim |
| 15 | UI | Ubiquiti Inc | +0.2% | -2.09% | Trim |
| 16 | AVGO | Broadcom Inc | +0.1% | +0.61% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +0.30% | Add |
| 18 | ORCL | Oracle CORP | +0.1% | -0.02% | Add |
| 19 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +3.24% | Add |
| 20 | ✓ | Cyberark Software LTD. Cmn | +0.1% | -3.69% | Add |
| 21 | NBIS | Nebius Group N.V. | +0.1% | +2272.69% | Add |
| 22 | TROW | T Rowe Price Group Inc | +0.1% | +0.43% | Add |
| 23 | CPNG | Coupang Inc | +0.1% | +4.08% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.1% | -1.95% | Trim |
| 25 | RTX | Rtx CORP | +0.1% | +0.16% | Add |
| 26 | BAC | Bank Of America CORP | 0% | +0.30% | Add |
| 27 | MGK | Vanguard Mega Cap Growth ETF | 0% | -0.80% | Trim |
| 28 | GRBK | Green Brick Partners Inc | 0% | -0.18% | Trim |
| 29 | SCHX | Schwab US Large-cap ETF | — | +1.12% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +1.16% | Add |
| 31 | VB | Vanguard Small-cap ETF | 0% | +0.40% | Add |
| 32 | VO | Vanguard Mid-cap ETF | 0% | -0.59% | Add |
| 33 | WMT | Walmart Inc | -0.1% | -0.39% | Trim |
| 34 | ABBV | Abbvie Inc | -0.1% | +0.99% | Add |
| 35 | JNJ | Johnson & Johnson | -0.1% | -0.18% | Trim |
| 36 | FLO | Flowers Foods Inc | -0.1% | -61.37% | Trim |
| 37 | LEN | Lennar Corp-a | -0.1% | +0.58% | Trim |
| 38 | AMZN | Amazon.com Inc | -0.2% | -0.18% | Trim |
| 39 | PG | Procter & Gamble Co/the | -0.2% | -6.10% | Trim |
| 40 | ACN | Accenture plc | -0.3% | +0.05% | Add |
| 41 | MRK | Merck & Co. Inc. | -0.4% | -1.58% | Trim |
| 42 | PEP | Pepsico Inc | -0.4% | +0.00% | Trim |
| 43 | AAPL | Apple Inc | -0.5% | +0.03% | Trim |
| 44 | UNH | Unitedhealth Group Inc | -0.6% | -40.07% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | -0.42% | Trim |
| 46 | LOW | Lowe's Cos Inc | -1.3% | -0.34% | Trim |
| 47 | ALAB | Astera Labs Inc | — | NEW | New buy |
| 48 | MMM | 3m Co | — | EXIT | Sold out |
| 49 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 50 | KLG | Wk Kellogg Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, Salem Investment Counselors Inc reported a total U.S. public equity portfolio value of $4.0B across 1214 disclosed positions in Q3 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 29.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
ALAB
市值: $36.0M
Top Position Liquidated / Trimmed
MMM
前期市值: $9.7M
During Q3 2025, Salem Investment Counselors Inc's top holdings by market value included LOW (10.0%)、NVDA (7.8%)、AAPL (7.1%). The largest single position, LOW, represented 10.0% of total portfolio value.
In Q3 2025, Salem Investment Counselors Inc made 50 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 24 holdings, and fully liquidating 3 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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