13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000884423
Total reported value
$4.0B
$4.0B
1238 檔
27.3%
During the Q1 2026 filing period, Salem Investment Counselors Inc (CIK: 0000884423) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.0B across 1238 reported positions.
In Q1 2026, Salem Investment Counselors Inc displayed an active expansion posture, initiating 21 new positions and adding to 81 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1238 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 9.67% | -2.04% | -0.01% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.12% | -0.31% | -2.10% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.11% | -0.41% | -1.01% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.25% | -0.57% | +0.48% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.17% | +0.15% | -0.76% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.96% | -0.09% | +0.79% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.63% | -0.42% | +0.47% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.49% | -0.89% | -9.16% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.41% | -0.26% | -0.46% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.27% | +0.09% | +0.40% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.12% | +0.23% | -0.89% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.08% | -0.11% | +0.17% | |
| 13 | MU | Micron Technology Inc | Stock-Tech | 2.04% | +3.06% | -0.51% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.62% | -0.03% | +0.48% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.58% | +2.19% | +0.65% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.30% | -0.34% | -0.04% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | -0.16% | -0.62% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.25% | -0.22% | +0.19% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.22% | -0.31% | -0.47% | |
| 20 | GRBK | Green Brick Partners Inc | Stock-Other | 1.21% | +0.07% | -0.45% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | +0.27% | -0.42% | |
| 22 | NU | Nu Holdings Ltd. | Stock-Financials | 0.89% | -0.19% | +1.24% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.85% | -0.22% | +1.36% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | -0.01% | +0.22% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.83% | +0.12% | +1.80% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | -0.02% | +1.22% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.15% | +2.03% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.71% | -0.01% | +0.31% | |
| 29 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.67% | -0.09% | +0.17% | |
| 30 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.67% | -0.03% | +2.98% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.63% | -0.07% | -6.43% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.17% | +0.08% | |
| 33 | ALAB | Astera Labs Inc | Stock-Tech | 0.59% | +1.55% | +1.42% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | -0.03% | -0.27% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.59% | — | +1.71% | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.58% | +0.01% | -1.79% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.58% | -0.02% | +0.21% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.03% | -0.75% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.12% | -0.28% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.14% | +0.13% | |
| 41 | UI | Ubiquiti Inc | Stock-Tech | 0.44% | -0.19% | -4.37% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.44% | -0.21% | -2.79% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.43% | +0.10% | +0.78% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.06% | -1.73% | |
| 45 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.39% | -0.10% | +4.56% | |
| 46 | BCPC | Balchem CORP | Stock-Materials | 0.38% | -0.06% | — | |
| 47 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.37% | -0.17% | +2.78% | |
| 48 | TFC | Truist Financial CORP | Stock-Financials | 0.37% | -0.18% | -0.65% | |
| 49 | MRVL | Marvell Technology Inc | Stock-Tech | 0.35% | +0.61% | +8.97% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.35% | +0.01% | +2.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.4% | -0.51% | Trim |
| 2 | NVS | Novartis Ag-sponsored Adr | +0.3% | +1187.76% | Add |
| 3 | CAT | Caterpillar Inc | +0.2% | -0.42% | Trim |
| 4 | JNJ | Johnson & Johnson | +0.2% | -0.62% | Trim |
| 5 | LOW | Lowe's Cos Inc | +0.2% | -0.01% | Trim |
| 6 | WMT | Walmart Inc | +0.2% | -0.47% | Trim |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +0.13% | Add |
| 8 | PEP | Pepsico Inc | +0.1% | -0.04% | Trim |
| 9 | UI | Ubiquiti Inc | +0.1% | -4.37% | Trim |
| 10 | COST | Costco Wholesale CORP | +0.1% | +2.03% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.80% | Add |
| 12 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | -9.25% | Trim |
| 13 | SOLS | Solstice Adv Materials Inc | +0.1% | +5.96% | Add |
| 14 | RTX | Rtx CORP | +0.1% | +0.19% | Add |
| 15 | ADBE | Adobe Inc | +0.1% | +1507.75% | Add |
| 16 | MRVL | Marvell Technology Inc | +0.1% | +8.97% | Add |
| 17 | ASML | ASML Holding N.V. | +0.1% | +2.73% | Add |
| 18 | PSX | Phillips 66 | +0.1% | -1.38% | Trim |
| 19 | KMI | Kinder Morgan, Inc. | +0.1% | -0.34% | Trim |
| 20 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +5.68% | Add |
| 21 | MRK | Merck & Co. Inc. | +0.1% | -6.43% | Trim |
| 22 | GRBK | Green Brick Partners Inc | +0.1% | -0.45% | Trim |
| 23 | CVX | Chevron CORP | +0.1% | +0.60% | Add |
| 24 | ETN | Eaton Corporation plc | +0.1% | +2.56% | Add |
| 25 | SW | Smurfit Westrock Plc | +0.1% | +2.98% | Add |
| 26 | FDX | Fedex CORP | +0.1% | -0.23% | Trim |
| 27 | IRM | Iron Mountain Inc | +0.1% | +0.83% | Add |
| 28 | EPD | Enterprise Products Partners | +0.1% | — | Unchanged |
| 29 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +428.32% | Add |
| 30 | BCPC | Balchem CORP | +0.1% | — | Unchanged |
| 31 | SCHM | Schwab US Mid Cap ETF | +0.1% | +1.71% | Add |
| 32 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +51.01% | Add |
| 33 | HON | Honeywell International Inc | 0% | -1.81% | Trim |
| 34 | AEP | American Electric Power | 0% | -1.36% | Trim |
| 35 | SON | Sonoco Products Co | 0% | -0.18% | Trim |
| 36 | ET | Energy Transfer LP | 0% | +0.01% | Add |
| 37 | AMGN | Amgen Inc | 0% | +2.59% | Add |
| 38 | VB | Vanguard Small-cap ETF | 0% | +0.21% | Add |
| 39 | ENB | Enbridge Inc | 0% | +0.60% | Add |
| 40 | IEMG | Ishares Core Msci Emerging | 0% | +166.68% | Add |
| 41 | NEE | Nextera Energy Inc | 0% | +0.63% | Add |
| 42 | AMLP | Alerian Mlp ETF | 0% | +8.47% | Add |
| 43 | KO | Coca-cola Co/the | 0% | +0.68% | Add |
| 44 | HUBB | Hubbell Inc | 0% | -1.04% | Trim |
| 45 | ALSN | Allison Transmission Holding | 0% | -0.07% | Trim |
| 46 | SCHA | Schwab US Small-cap ETF | 0% | +2.15% | Add |
| 47 | IEFA | Ishares Core Msci Eafe ETF | 0% | +72.14% | Add |
| 48 | LBRT | Liberty Energy Inc | 0% | — | Unchanged |
| 49 | GEV | GE Vernova Inc | 0% | +4.34% | Add |
| 50 | NGVT | Ingevity CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Salem Investment Counselors Inc reported a total U.S. public equity portfolio value of $4.0B across 1238 disclosed positions in Q1 2026.
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 27.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
CTAS
市值: $8.0M
Top Position Liquidated / Trimmed
CYBERARK SOFTWARE LTD. CMN
前期市值: $3.1M
During Q1 2026, Salem Investment Counselors Inc's top holdings by market value included LOW (9.7%)、NVDA (7.1%)、AAPL (7.1%). The largest single position, LOW, represented 9.7% of total portfolio value.
In Q1 2026, Salem Investment Counselors Inc made 181 total portfolio adjustments, initiating 21 new buys, adding to 81 positions, trimming 77 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.