Q2 2026 13F · SEC CIK 884423
Salem Investment Counselors Inc
Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $4.0B
- Reported positions
- 1,244
- Top holdings a year, 3 yrs
- +23.6%
- Assets under management
- $4.2B
Salem Investment Counselors Inc is a wealth manager that reported 1,244 positions worth $4.0B in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Lowes Cos Inc (LOW, 7.6%), Nvidia Corporation Com (NVDA, 6.8%), Apple Inc (AAPL, 6.7%). A portfolio copying its top holdings returned 23.6% a year over the last 3 years, against 20.4% for the S&P 500.
Salem Investment Counselors Inc holdings largest 50 of 1,244 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Salem Investment Counselors Inc bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- MGK Vanguard World Fd+399.3% shares
- VO Vanguard Index Fds+301.9% shares
- MRVL Marvell Technology Inc+7.7% shares
Reduced
- MU Micron Technology Inc-13.3% shares
Left the top 50
- UI Ubiquiti Incwas 0.4%
- ACN Accenture PLC Ireland Shs Class Awas 0.4%
- BSX Boston Scientific Corpwas 0.4%
- TFC Truist Financial Ord Shswas 0.4%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +23.6% /yr
- S&P 500 +20.1%
- 3 years
- +23.6% /yr
- S&P 500 +20.4%
- 5 years
- +13.6% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $4.0B | 1,244 |
| Q1 2026 | $3.4B | 1,238 |
| Q4 2025 | $3.5B | 391 |
| Q3 2025 | $3.5B | 1,214 |
| Q2 2025 | $3.2B | 1,170 |
| Q1 2025 | $2.9B | 1,219 |
| Q4 2024 | $3.0B | 1,203 |
| Q3 2024 | $3.3B | 1,187 |
| Q2 2024 | $3.1B | 1,165 |
| Q1 2024 | $3.0B | 1,171 |
| Q4 2023 | $2.9B | 1,109 |
| Q3 2023 | $2.6B | 1,100 |
Questions about Salem Investment Counselors Inc's portfolio
What stocks does Salem Investment Counselors Inc own?
Salem Investment Counselors Inc's latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 1,244 positions worth $4.0B. The largest are Lowes Cos Inc (LOW) at 7.6%, Nvidia Corporation Com (NVDA) at 6.8%, Apple Inc (AAPL) at 6.7%, Micron Technology Inc (MU) at 5.1% and Alphabet Inc (GOOG) at 4.3%.
What did Salem Investment Counselors Inc buy last quarter?
In Q2 2026, Salem Investment Counselors Inc added Vanguard World Fd (MGK) (+399.3% shares), Vanguard Index Fds (VO) (+301.9% shares) and Marvell Technology Inc (MRVL) (+7.7% shares), compared with its Q1 2026 filing.
What did Salem Investment Counselors Inc sell last quarter?
In Q2 2026, Salem Investment Counselors Inc cut from its top 50 Ubiquiti Inc (UI), cut from its top 50 Accenture PLC Ireland Shs Class A (ACN), cut from its top 50 Boston Scientific Corp (BSX), cut from its top 50 Truist Financial Ord Shs (TFC) and Micron Technology Inc (MU) (-13.3% shares), compared with its Q1 2026 filing.
How has Salem Investment Counselors Inc's portfolio performed?
A portfolio copying Salem Investment Counselors Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.6% against +20.1%. Over 5 years: +13.6% a year against +11.6%.
When is Salem Investment Counselors Inc's next 13F filing due?
13F filings are due 45 days after each quarter ends. Salem Investment Counselors Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Salem Investment Counselors Inc manage?
Salem Investment Counselors Inc reported $4.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $4.0B.