Salem Investment Counselors Inc holds a focused book of 1241 stocks worth $4.0B as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Nvidia Corp. Their largest long position is Lowe's Cos Inc at 8% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/884423/holdings"
Use Arkolith to show SALEM INVESTMENT COUNSELORS INC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lowes Cos Inc COM | $307.9M | 1.40M | 7.6% | ▲+0.1% Added · +2K sh | |
| 2 | Nvidia Corporation COM | $274.8M | 1.37M | 6.8% | ▼−1.2% Reduced · −17K sh | |
| 3 | Apple Inc COM | $270.1M | 933.4K | 6.7% | ▼−2.2% Reduced · −21K sh | |
| 4 | Micron Technology Inc COM | $205.5M | 178.1K | 5.1% | ▼−13% Reduced · −27K sh | |
| 5 | Alphabet Inc CAP STK CL C | $174.4M | 493.7K | 4.3% | ▼−0.4% Reduced · −2K sh | |
| 6 | Advanced Micro Devices Inc COM | $152.2M | 262.0K | 3.8% | ▼−1.1% Reduced · −3K sh | |
| 7 | Microsoft Corp COM | $148.4M | 397.7K | 3.7% | ▲+1.6% Added · +6K sh | |
| 8 | Amazon Com Inc COM | $115.6M | 484.9K | 2.9% | ▲+0.1% Added · +619 sh | |
| 9 | Alphabet Inc CAP STK CL A | $95.1M | 266.0K | 2.4% | ▼−1.1% Reduced · −3K sh | |
| 10 | Eli Lilly & Co COM | $94.7M | 78.9K | 2.3% | ▲+0.5% Added · +371 sh | |
| 11 | Meta Platforms Inc CL A | $89.2M | 158.4K | 2.2% | ▲+1.0% Added · +2K sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $86.7M | 173.2K | 2.1% | ▲+1.1% Added · +2K sh | |
| 13 | Astera Labs Inc COM | $86.4M | 178.9K | 2.1% | ▼−3.2% Reduced · −6K sh | |
| 14 | JPMorgan Chase & Co COM | $79.4M | 242.4K | 2.0% | ▲+0.4% Added · +1K sh | |
| 15 | Palantir Technologies Inc CL A | $64.4M | 552.1K | 1.6% | ▼−4.8% Reduced · −28K sh | |
| 16 | Bank Of Amer Corp COM | $64.0M | 1.12M | 1.6% | ▼−0.8% Reduced · −9K sh | |
| 17 | Caterpillar Inc COM | $51.9M | 48.7K | 1.3% | ▼−0.4% Reduced · −181 sh | |
| 18 | Green Brick Partners Inc COM | $51.5M | 643.0K | 1.3% | ▲+0.2% Added · +1K sh | |
| 19 | Johnson & Johnson COM | $44.8M | 176.3K | 1.1% | ▼−0.2% Reduced · −385 sh | |
| 20 | RTX Corporation COM | $41.7M | 219.8K | 1.0% | ▼−0.3% Reduced · −590 sh | |
| 21 | Pepsico Inc COM | $38.9M | 287.1K | 1.0% | ▲+0.8% Added · +2K sh | |
| 22 | Marvell Technology Inc COM | $38.8M | 130.3K | 1.0% | ▲+7.7% Added · +9K sh | |
| 23 | Taiwan Semiconductor Manufac SPONSORED ADS | $38.4M | 80.3K | 1.0% | ▼−3.6% Reduced · −3K sh | |
| 24 | Walmart Inc COM | $36.7M | 323.8K | 0.9% | ▼−2.9% Reduced · −10K sh | |
| 25 | Abbvie Inc COM | $33.3M | 132.3K | 0.8% | ▲+0.3% Added · +427 sh | |
| 26 | Cisco Sys Inc COM | $31.5M | 268.4K | 0.8% | ▼−0.5% Reduced · −1K sh | |
| 27 | Visa Inc COM CL A | $28.8M | 84.0K | 0.7% | ▲+2.7% Added · +2K sh | |
| 28 | Schwab Strategic TR US LRG CAP ETF | $28.2M | 957.5K | 0.7% | ▲+1.9% Added · +17K sh | |
| 29 | Nu Hldgs Ltd ORD SHS CL A | $28.2M | 2.11M | 0.7% | ▼−0.2% Reduced · −5K sh | |
| 30 | Smurfit Westrock PLC SHS | $26.0M | 562.1K | 0.6% | ▼−1.5% Reduced · −9K sh | |
| 31 | Intuitive Surgical Inc COM NEW | $25.2M | 63.4K | 0.6% | ▲+1.0% Added · +639 sh | |
| 32 | Schwab Strategic TR US MID-CAP ETF | $23.7M | 642.7K | 0.6% | ▼−0.5% Reduced · −3K sh | |
| 33 | Vanguard World FD MEGA GRWTH IND | $23.7M | 269.2K | 0.6% | ▲+399% Added · +215K sh | |
| 34 | Lennar Corp CL A | $23.4M | 258.9K | 0.6% | ▼−1.3% Reduced · −3K sh | |
| 35 | Costco Wholesale Corporation COM | $23.0M | 24.6K | 0.6% | ▼~0% Reduced · −9 sh | |
| 36 | Merck & Co Inc COM | $22.8M | 176.3K | 0.6% | ▼~0% Reduced · −42 sh | |
| 37 | Vanguard Index FDS SMALL CP ETF | $22.7M | 74.9K | 0.6% | ▲~0% Added · +30 sh | |
| 38 | Vanguard Index FDS MID CAP ETF | $22.6M | 280.9K | 0.6% | ▲+302% Added · +211K sh | |
| 39 | State STR SPDR S&P 500 ETF T TR UNIT | $21.8M | 29.2K | 0.5% | ▼−1.8% Reduced · −549 sh | |
| 40 | Qualcomm Inc COM | $21.2M | 114.9K | 0.5% | ▲+0.5% Added · +591 sh | |
| 41 | ASML Hldg NV N Y REGISTRY SHS | $16.2M | 8.1K | 0.4% | ▲+6.5% Added · +496 sh | |
| 42 | Procter & Gamble Co COM | $14.8M | 101.2K | 0.4% | ▼−0.6% Reduced · −646 sh | |
| 43 | Eaton Corp PLC SHS | $14.5M | 34.1K | 0.4% | ▲+2.3% Added · +750 sh | |
| 44 | McDonalds Corp COM | $14.4M | 53.1K | 0.4% | ▲+0.8% Added · +436 sh | |
| 45 | Entegris Inc COM | $13.9M | 77.6K | 0.3% | ▲8k× Added · +78K sh | |
| 46 | Broadcom Inc COM | $13.0M | 34.4K | 0.3% | ▲+1.9% Added · +630 sh | |
| 47 | Balchem Corp COM | $12.9M | 76.3K | 0.3% | —Held | |
| 48 | Exxon Mobil Corp COM | $12.5M | 91.6K | 0.3% | ▲+1.1% Added · +959 sh | |
| 49 | Amgen Inc COM | $11.9M | 32.9K | 0.3% | ▲+7.3% Added · +2K sh | |
| 50 | Ge Healthcare Technologies I COMMON STOCK | $11.5M | 180.3K | 0.3% | ▼−2.3% Reduced · −4K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 1,244 | $4.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 1,238 | $3.4B | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 391 | $3.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 1,214 | $3.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 1,170 | $3.2B | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 1,220 | $2.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 1,204 | $3.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 1,187 | $3.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 11, 2024 | 1,165 | $3.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 11, 2024 | 1,171 | $3.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 16, 2024 | 1,110 | $2.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 4, 2023 | 1,100 | $2.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 19, 2023 | 1,150 | $2.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 1,119 | $2.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 15, 2023 | 1,099 | $2.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 1,098 | $2.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 17, 2022 | 1,130 | $2.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 1,059 | $2.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 15, 2022 | 1,105 | $2.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 1,003 | $1.8B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 17, 2021 | 947 | $1.8B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 885 | $1.6B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.