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Latest SALEM INVESTMENT COUNSELORS INC Stock Portfolio

SALEM INVESTMENT COUNSELORS INC Performance:
2025 Q4: 2.21%YTD: 18.46%2024: 21.05%
Performance for 2025 Q4 is 2.21%, and YTD is 18.46%, and 2024 is 21.05%.

About SALEM INVESTMENT COUNSELORS INC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, SALEM INVESTMENT COUNSELORS INC reported an equity portfolio of $3.5 Billions as of 31 Dec, 2025.

The top stock holdings of SALEM INVESTMENT COUNSELORS INC are LOW, NVDA, AAPL. The fund has invested 9.5% of it's portfolio in LOWES COS INC and 7.5% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ROPER TECHNOLOGIES INC (ROP), EVOLENT HEALTH INC (EVH) and TERNS PHARMACEUTICALS INC (TERN) stocks. They significantly reduced their stock positions in ENOVIX CORPORATION (ENVX), INVESCO EXCH TRADED FD TR II (BAB) and OCCIDENTAL PETE CORP (OXY). SALEM INVESTMENT COUNSELORS INC opened new stock positions in 3M CO (MMM), SOLSTICE ADVANCED MATLS INC and CAPITAL GROUP CORE EQUITY ET (CGUS). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), VANGUARD SCOTTSDALE FDS (BNDW) and KLARNA GROUP PLC.

SALEM INVESTMENT COUNSELORS INC Annual Return Estimates Vs S&P 500

Our best estimate is that SALEM INVESTMENT COUNSELORS INC made a return of 2.21% in the last quarter. In trailing 12 months, it's portfolio return was 18.46%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
3m co10,960,300
solstice advanced matls inc5,066,070
profesionally managed portfo2,492,330
capital group core equity et835,537
bondbloxx etf trust769,290
vanguard world fd754,642
qnity electronics inc333,214
bondbloxx etf trust303,133
New stocks bought by SALEM INVESTMENT COUNSELORS INC

Additions

Ticker% Inc.
j p morgan exchange traded f68,950
vanguard scottsdale fds7,706
klarna group plc5,475
netflix inc854
wp carey inc418
servicenow inc401
barclays bank plc400
huntington bancshares inc278
Additions to existing portfolio by SALEM INVESTMENT COUNSELORS INC

Reductions

Ticker% Reduced
enovix corporation-82.41
invesco exch traded fd tr ii-75.35
occidental pete corp-49.26
novo-nordisk a s-49.06
kimberly-clark corp-47.7
artivion inc-47.17
price t rowe group inc-47.03
ishares tr-39.55
SALEM INVESTMENT COUNSELORS INC reduced stake in above stock

Sold off

Ticker$ Sold
spruce power holding corp-24,500
joby aviation inc-82,314
weyerhaeuser co mtn be-86,518
viking therapeutics inc-74,241
vanguard intl equity index f-148,454
worthington enterprises inc-149,768
worthington stl inc-82,023
vanguard bd index fds-174,696
SALEM INVESTMENT COUNSELORS INC got rid off the above stocks

Sector Distribution

SALEM INVESTMENT COUNSELORS INC has about 30.4% of it's holdings in Technology sector.

Sector%
Technology30.4
Consumer Cyclical16.5
Others15.8
Communication Services10
Healthcare8.1
Financial Services6.8
Industrials4.7
Consumer Defensive4.4
Energy1.7

Market Cap. Distribution

SALEM INVESTMENT COUNSELORS INC has about 80.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP50.1
LARGE-CAP30.6
UNALLOCATED15.8
MID-CAP3

Stocks belong to which Index?

About 78.2% of the stocks held by SALEM INVESTMENT COUNSELORS INC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50075.5
Others21.7
RUSSELL 20002.7
Top 5 Winners (%)%
MU
micron technology inc
68.6 %
APYX
apyx medical corporation
63.5 %
LBRT
liberty energy inc
49.6 %
WBD
warner bros discovery inc
47.4 %
SLV
ishares silver tr
44.5 %
Top 5 Winners ($)$
GOOG
alphabet inc
35.1 M
MU
micron technology inc
25.2 M
LLY
eli lilly & co
24.8 M
GOOG
alphabet inc
19.0 M
AAPL
apple inc
16.7 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.7 %
NOW
servicenow inc
-75.0 %
DD
dupont de nemours inc
-48.4 %
XLB
select sector spdr tr
-43.8 %
XLB
select sector spdr tr
-42.9 %
Top 5 Losers ($)$
NFLX
netflix inc
-17.2 M
LOW
lowes cos inc
-14.1 M
MSFT
microsoft corp
-13.5 M
META
meta platforms inc
-11.7 M
NOW
servicenow inc
-10.3 M

SALEM INVESTMENT COUNSELORS INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SALEM INVESTMENT COUNSELORS INC

SALEM INVESTMENT COUNSELORS INC has 390 stocks in it's portfolio. About 48.2% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for SALEM INVESTMENT COUNSELORS INC last quarter.

Last Reported on: 12 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions