13F Insight
DOSSIER · 13F-HR · Q3 2026

SALEM INVESTMENT COUNSELORS INC

$4.0B in tracked AUM across 412 positions as of Q3 2026.

SI
CIK 0000884423 · last filed Sep 30, 2026
Total AUM
$4.0B
as of Q3 2026
Holdings
412
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026
Comprehensive Analysis of Salem Investment Counselors Inc 13F Filing
Portfolio Overview

Salem Investment Counselors Inc has reported a substantial expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 154.9%, increasing from $1.39 billion to $3.54 billion. This dramatic growth in assets under management (AUM) suggests significant capital inflows, strong market performance of existing assets, or a strategic shift i...

The portfolio consists of 391 holdings, indicating a strategy that balances high-conviction positions with broad diversification. Despite the large number of holdings, the portfolio is top-heavy, with the top 10 positions accounting for approximately 49% of the total value. The firm employs a mix of direct stock picking and passive exposure, evidenced by the inclusion of ETFs (approx. 3.6% of the portfolio), though the primary focus is clearly on active security selection.

Key Holdings

The composition of the top 50 holdings reveals a "Barbell" style approach, pairing high-growth technology leaders with established value and cyclical names.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$312M1.4M7.8%02
AAPL
APPLE INC
$309M929K7.7%03
LOW
LOWES COS INC
$257M1.4M6.4%04
MSFT
MICROSOFT CORP
$206M401K5.1%05
MU
MICRON TECHNOLOGY INC
$184M173K4.6%06
GOOG
ALPHABET INC
$167M491K4.2%07
AMD
ADVANCED MICRO DEVICES INC
$153M251K3.8%08
AMZN
AMAZON COM INC
$121M485K3.0%09
META
META PLATFORMS INC
$114M157K2.8%10
PLTR
PALANTIR TECHNOLOGIES INC
$93M496K2.3%

Filing history

2026Q3Sep 30
$4.0B▼ 0.5%
412 positionsView →2026Q2Jun 30
$4.0B▲ 18.4%
1,244 positionsView →2026Q1Mar 31
$3.4B▼ 3.8%
1,238 positionsView →2025Q4Dec 31
$3.5B▲ 1.4%
391 positionsView →2025Q3Sep 30
$3.5B▲ 10.7%
1,214 positionsLocked2025Q2Jun 30
$3.2B▲ 9.9%
1,170 positionsLocked2025Q1Mar 31
$2.9B▼ 5.8%
1,220 positionsLocked2024Q4Dec 31
$3.0B▼ 8.2%
1,204 positionsLocked2024Q3Sep 30
$3.3B▲ 7.2%
1,187 positionsLocked2024Q2Jun 30
$3.1B▲ 1.8%
1,165 positionsLocked2024Q1Mar 31
$3.0B▲ 4.4%
1,171 positionsLocked2023Q4Dec 31
$2.9B▲ 11.2%
1,110 positionsLocked
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