Salem Investment Counselors
Salem Investment Counselors reported 412 stocks worth $4B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are NVDA (7.8%), AAPL (7.7%) and LOW (6.4%). Compared with Q2 2026, the fund opened new positions in XOM, added to MSFT, BAC and JNJ, trimmed NVDA, AAPL and MU and sold out of XOM, FN and KLAC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $312M | 7.8% | 1.4M | −8,546 (−1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $309M | 7.7% | 929K | −4,732 (−1%) | 8 of 8 | |
| 3 |  LOW Lowes Cos Inc | $257M | 6.4% | 1.4M | No change | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $206M | 5.1% | 401K | +3,645 (+1%) | 8 of 8 | |
| 5 |  MU Micron Technology Inc | $184M | 4.6% | 173K | −5,369 (−3%) | 8 of 8 | |
| 6 |  GOOG Alphabet Inc | $167M | 4.2% | 491K | −2,963 (−1%) | 8 of 8 | |
| 7 |  AMD Advanced Micro Devices Inc | $153M | 3.8% | 251K | −11K (−4%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $121M | 3.0% | 485K | No change | 8 of 8 | |
| 9 |  META Meta Platforms Inc | $114M | 2.8% | 157K | −864 (−1%) | 8 of 8 | |
| 10 |  PLTR Palantir Technologies Inc | $92.8M | 2.3% | 496K | −56K (−10%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $12.5M | 92K |
 FN Fabrinet | $1.6M | 2,858 |
 KLAC Kla Corp | $1.3M | 4,250 |
 OKE Oneok Inc New | $1.1M | 13K |
 KLAR Klarna Group PLC F | $910K | 45K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Salem Investment Counselors 13F FAQ
What does Salem Investment Counselors own?
Salem Investment Counselors reported 412 stocks worth $4B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are NVDA (7.8%), AAPL (7.7%) and LOW (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did Salem Investment Counselors buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 129 added to, 142 trimmed and 836 sold out. New positions include XOM. It sold all of XOM, FN and KLAC.
When will Salem Investment Counselors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Salem Investment Counselors's portfolio worth?
The Q3 2026 filing reports $4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.