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Salem Investment Counselors INC 13F Filings, Portfolio & Analysis

CIK: 0000884423
Winston-Salem Po Box 25427
Zip Code: 27114-5427
Latest Portfolio Value
$2.76 B
-22.01%
Total Holdings
1,148
757
Latest Report Date
Q1 2026
Top 10 Concentration
47.93%

Salem Investment Counselors INC — Portfolio Overview & Company Profile

Salem Investment Counselors INC (CIK: 0000884423) is a financial institution headquartered at Po Box 25427, , Winston-Salem, North Carolina 27114-5427. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $2.76 B, comprising 1,148 distinct securities. Over its filing history, it has submitted 56 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 47.9%. Quarterly turnover: 2.6%. ▲ 787 new, +131 added, −129 reduced, ×32 exited.

Portfolio Summary (Q1 2026)

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-21.98%
$2.76 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
-91.01%
$116,382 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
1.39 M $329.48 M 11.93% ▼ 141 Reduce 0.0%
1.39 M $242.52 M 8.78% ▼ 29,829 Reduce -2.1%
391,492 $144.92 M 5.25% ▲ 1,860 Add 0.5%
495,496 $142.14 M 5.15% ▼ 3,805 Reduce -0.8%
156,791 $89.7 M 3.25% ▲ 732 Add 0.5%
579,797 $84.81 M 3.07% ▼ 58,454 Reduce -9.2%
269,075 $77.38 M 2.80% ▲ 1,071 Add 0.4%
78,553 $72.25 M 2.62% ▼ 702 Reduce -0.9%
241,394 $71.01 M 2.57% ▲ 411 Add 0.2%
205,436 $69.43 M 2.51% ▼ 1,047 Reduce -0.5%

Historical Portfolio Charts