SALEM INVESTMENT COUNSELORS INC

Q2 2026 13F-HR Holdings

Location
Winston Salem, NC
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
1,244
Total value ($000)
$4,033,548
Net value change ($000)
+625,879 (18.4%)
New positions
59
Sold out positions
57
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 136,096 196.0%
AMD 98,272 182.3%
ALAB 66,150 326.4%
GOOGL 32,293 22.7%
NVDA 32,241 13.3%
AAPL 27,850 11.5%
MRVL 26,843 224.0%
LLY 22,414 31.0%
GOOGL 17,694 22.9%
CAT 17,245 49.8%
Top Reduces (Value $000, Stocks/ETFs)
LOW -21,609 -6.6%
PLTR -20,397 -24.0%
HON -9,654 -100.0%
ACN -5,918 -39.3%
PEP -5,349 -12.1%
UI -5,183 -34.3%
TFC -5,007 -39.9%
WMT -4,822 -11.6%
BSX -4,588 -36.3%
ISRG -3,722 -12.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type