SALEM INVESTMENT COUNSELORS INC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SALEM INVESTMENT COUNSELORS INC opened 39 positions, added to 114, reduced 192, sold out of 32 and left 512 unchanged. The largest increase in value was MU (+$136,096,283); the largest decrease was LOW (-$21,609,530).
- MU: Country of operation United States; Class COM; Shares 2026-03-31 205,436; Shares 2026-06-30 178,055.
- AMD: Country of operation United States; Class COM; Shares 2026-03-31 264,965; Shares 2026-06-30 261,958.
- ALAB: Country of operation United States; Class COM; Shares 2026-03-31 184,908; Shares 2026-06-30 178,908.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2026-03-31 495,496; Shares 2026-06-30 493,678.
Two Form 13F-HR filings compared (SEC CIK 884423): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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MU
MICRON TECHNOLOGY INC | United States | COM | 205,436 | 178,055 | -27,381 | $69,430,823 | $205,527,106 | +$136,096,283 |
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AMD
ADVANCED MICRO DEVICES INC | United States | COM | 264,965 | 261,958 | -3,007 | $53,901,830 | $152,174,063 | +$98,272,233 |
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ALAB
ASTERA LABS INC | United States | COM | 184,908 | 178,908 | -6,000 | $20,265,917 | $86,416,143 | +$66,150,226 |
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GOOG
ALPHABET INC | United States | CAP STK CL C | 495,496 | 493,678 | -1,818 | $142,137,902 | $174,431,289 | +$32,293,387 |
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NVDA
NVIDIA CORPORATION | United States | COM | 1,390,529 | 1,373,183 | -17,346 | $242,518,933 | $274,760,121 | +$32,241,188 |
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AAPL
APPLE INC | United States | COM | 954,501 | 933,415 | -21,086 | $242,242,812 | $270,092,947 | +$27,850,135 |
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PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 579,797 | 552,123 | -27,674 | $84,812,706 | $64,416,191 | -$20,396,515 |
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GOOGL
ALPHABET INC | United States | CAP STK CL A | 269,075 | 266,024 | -3,051 | $77,375,209 | $95,069,029 | +$17,693,820 |
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CAT
CATERPILLAR INC | United States | COM | 48,922 | 48,741 | -181 | $34,659,281 | $51,904,291 | +$17,245,010 |
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CSCO
CISCO SYS INC | United States | COM | 269,585 | 268,350 | -1,235 | $20,917,119 | $31,520,419 | +$10,603,300 |
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BAC
BANK OF AMER CORP | United States | COM | 1,132,378 | 1,122,942 | -9,436 | $55,203,420 | $63,985,256 | +$8,781,836 |
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ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 76,017 | 73,570 | -2,447 | $15,073,411 | $9,155,051 | -$5,918,360 |
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INTC
INTEL CORP | United States | COM | 63,127 | 61,527 | -1,600 | $2,785,795 | $8,591,016 | +$5,805,221 |
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CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 15,218 | 15,063 | -155 | $5,941,260 | $11,495,178 | +$5,553,918 |
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UI
UBIQUITI INC | United States | COM | 19,146 | 18,628 | -518 | $15,130,893 | $9,947,911 | -$5,182,982 |
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TFC
TRUIST FINL CORP | United States | COM | 272,825 | 151,238 | -121,587 | $12,541,775 | $7,534,679 | -$5,007,096 |
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WMT
WALMART INC | United States | COM | 333,325 | 323,807 | -9,518 | $41,495,891 | $36,674,381 | -$4,821,510 |
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BSX
BOSTON SCIENTIFIC CORP | United States | COM | 201,532 | 188,810 | -12,722 | $12,646,133 | $8,058,411 | -$4,587,722 |
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SW
SMURFIT WESTROCK PLC | | SHS | 570,563 | 562,063 | -8,500 | $22,736,936 | $26,001,035 | +$3,264,099 |
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PANW
PALO ALTO NETWORKS INC | United States | COM | 16,124 | 16,073 | -51 | $2,585,000 | $5,481,215 | +$2,896,215 |
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NU
NU HLDGS LTD | | ORD SHS CL A | 2,112,866 | 2,108,268 | -4,598 | $30,361,885 | $28,166,461 | -$2,195,424 |
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DY
DYCOM INDS INC | United States | COM | 13,322 | 13,037 | -285 | $4,513,761 | $6,591,377 | +$2,077,616 |
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IRM
IRON MTN INC DEL | United States | COM | 78,121 | 77,154 | -967 | $7,979,549 | $9,745,563 | +$1,766,014 |
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ABT
ABBOTT LABORATORIES | United States | COM | 70,246 | 61,261 | -8,985 | $7,212,157 | $5,558,824 | -$1,653,333 |
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GLW
CORNING INC | United States | COM | 14,464 | 14,089 | -375 | $1,966,671 | $3,598,754 | +$1,632,083 |
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GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 184,492 | 180,282 | -4,210 | $13,132,141 | $11,539,852 | -$1,592,289 |
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JNJ
JOHNSON & JOHNSON | United States | COM | 176,669 | 176,284 | -385 | $43,184,869 | $44,770,757 | +$1,585,888 |
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COST
COSTCO WHOLESALE CORPORATION | United States | COM | 24,622 | 24,613 | -9 | $24,533,935 | $23,024,649 | -$1,509,286 |
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MRK
MERCK & CO INC | United States | COM | 176,372 | 176,330 | -42 | $21,348,294 | $22,791,219 | +$1,442,925 |
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CVX
CHEVRON CORPORATION | United States | COM | 32,618 | 32,388 | -230 | $6,748,747 | $5,368,704 | -$1,380,043 |
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KBH
KB HOME | United States | COM | 136,670 | 135,005 | -1,665 | $7,072,673 | $8,449,963 | +$1,377,290 |
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MS
MORGAN STANLEY | United States | COM NEW | 31,466 | 31,273 | -193 | $5,178,360 | $6,537,308 | +$1,358,948 |
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CVS
CVS HEALTH CORP | United States | COM | 39,945 | 38,130 | -1,815 | $2,868,878 | $3,944,589 | +$1,075,711 |
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LRCX
LAM RESEARCH CORP | United States | COM NEW | 4,721 | 4,699 | -22 | $1,009,839 | $2,037,365 | +$1,027,526 |
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TROW
PRICE T ROWE GROUP INC | United States | COM | 42,721 | 41,923 | -798 | $3,850,871 | $4,766,208 | +$915,337 |
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NUE
NUCOR CORP | United States | COM | 15,871 | 15,691 | -180 | $2,692,596 | $3,503,973 | +$811,377 |
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RTX
RTX CORPORATION | United States | COM | 220,342 | 219,752 | -590 | $42,503,966 | $41,693,542 | -$810,424 |
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C
CITIGROUP INC | United States | COM NEW | 30,652 | 30,590 | -62 | $3,476,210 | $4,281,335 | +$805,125 |
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PSX
PHILLIPS 66 | United States | COM | 45,404 | 44,525 | -879 | $8,271,701 | $7,526,952 | -$744,749 |
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CRI
CARTERS INC | United States | COM | 126,915 | 126,605 | -310 | $4,538,481 | $5,211,062 | +$672,581 |
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GS
GOLDMAN SACHS GROUP INC | United States | COM | 7,062 | 6,558 | -504 | $5,974,382 | $6,632,565 | +$658,183 |
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COF
CAPITAL ONE FINL CORP | United States | COM | 44,723 | 43,922 | -801 | $8,158,817 | $8,811,632 | +$652,815 |
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LEN
LENNAR CORP | United States | CL A | 262,412 | 258,916 | -3,496 | $22,787,820 | $23,429,343 | +$641,523 |
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KO
COCA COLA CO | United States | COM | 106,375 | 105,989 | -386 | $8,133,206 | $8,656,623 | +$523,417 |
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SYK
STRYKER CORPORATION | United States | COM | 8,147 | 6,884 | -1,263 | $2,678,941 | $2,169,205 | -$509,736 |
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PFE
PFIZER INC | United States | COM | 107,853 | 106,893 | -960 | $3,028,509 | $2,573,980 | -$454,529 |
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TSLA
TESLA INC | United States | COM | 12,550 | 12,130 | -420 | $4,665,511 | $5,101,933 | +$436,422 |
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OKE
ONEOK INC NEW | United States | COM | 16,992 | 12,990 | -4,002 | $1,535,907 | $1,129,351 | -$406,556 |
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CPNG
COUPANG INC | United States | CL A | 93,830 | 79,080 | -14,750 | $1,771,511 | $1,373,620 | -$397,891 |
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MRP
MILLROSE PPTYS INC | United States | COM CL A | 44,993 | 29,035 | -15,958 | $1,259,804 | $872,502 | -$387,302 |
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ARCC
ARES CAPITAL CORP | United States | COM | 223,081 | 196,071 | -27,010 | $4,019,920 | $3,633,196 | -$386,724 |
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LBRT
LIBERTY ENERGY INC | United States | COM CL A | 75,420 | 68,195 | -7,225 | $2,172,096 | $1,786,028 | -$386,068 |
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STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 708 | 683 | -25 | $277,890 | $659,601 | +$381,711 |
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MTZ
MASTEC INC | United States | COM | 4,093 | 3,998 | -95 | $1,316,882 | $1,663,408 | +$346,526 |
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FRPH
FRP HLDGS INC | United States | COM | 114,334 | 113,934 | -400 | $2,501,628 | $2,847,211 | +$345,583 |
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TEM
TEMPUS AI INC | United States | CL A | 28,580 | 28,010 | -570 | $1,292,388 | $1,622,620 | +$330,232 |
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PINS
PINTEREST INC | United States | CL A | 76,704 | 51,403 | -25,301 | $1,406,752 | $1,081,006 | -$325,746 |
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CL
COLGATE PALMOLIVE CO | United States | COM | 71,242 | 69,705 | -1,537 | $6,071,956 | $6,390,555 | +$318,599 |
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HSIC
SCHEIN HENRY INC | United States | COM | 30,900 | 30,800 | -100 | $2,277,330 | $2,572,416 | +$295,086 |
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BAH
BOOZ ALLEN HAMILTON HLDG COR | United States | CL A | 6,400 | 3,500 | -2,900 | $499,392 | $212,345 | -$287,047 |
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CMCSA
COMCAST CORP NEW | United States | CL A | 24,811 | 17,344 | -7,467 | $712,324 | $425,796 | -$286,528 |
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KTOS
KRATOS DEFENSE & SEC SOLUTIO | United States | COM NEW | 13,250 | 13,015 | -235 | $934,258 | $648,928 | -$285,330 |
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PM
PHILIP MORRIS INTL INC | United States | COM | 23,252 | 22,752 | -500 | $3,863,983 | $4,149,165 | +$285,182 |
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KMB
KIMBERLY-CLARK CORP | United States | COM | 35,143 | 33,483 | -1,660 | $3,422,902 | $3,707,260 | +$284,358 |
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EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 254,426 | 254,293 | -133 | $9,627,480 | $9,347,811 | -$279,669 |
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WM
WASTE MGMT INC DEL | United States | COM | 29,622 | 29,288 | -334 | $6,806,840 | $6,527,710 | -$279,130 |
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CARR
CARRIER GLOBAL CORPORATION | United States | COM | 16,645 | 16,445 | -200 | $937,280 | $1,206,241 | +$268,961 |
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CPRT
COPART INC | United States | COM | 43,132 | 41,321 | -1,811 | $1,431,983 | $1,164,839 | -$267,144 |
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VZ
VERIZON COMMUNICATIONS INC | United States | COM | 29,988 | 29,652 | -336 | $1,505,398 | $1,255,466 | -$249,932 |
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COP
CONOCOPHILLIPS | United States | COM | 6,485 | 6,065 | -420 | $856,020 | $630,518 | -$225,502 |
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RDDT
REDDIT INC | United States | CL A | 5,864 | 5,764 | -100 | $789,588 | $1,000,516 | +$210,928 |
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GWW
WW GRAINGER INC | United States | COM | 761 | 757 | -4 | $830,107 | $1,029,823 | +$199,716 |
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NKE
NIKE INC | United States | CL B | 9,242 | 7,202 | -2,040 | $492,087 | $299,411 | -$192,676 |
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KLAR
KLARNA GROUP PLC | United Kingdom | SHS | 55,280 | 44,955 | -10,325 | $723,616 | $909,890 | +$186,274 |
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NOW
SERVICENOW INC | United States | COM | 22,405 | 21,783 | -622 | $2,342,443 | $2,162,617 | -$179,826 |
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FN
FABRINET | | SHS | 3,421 | 2,858 | -563 | $1,784,120 | $1,606,425 | -$177,695 |
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OXY
OCCIDENTAL PETE CORP | United States | COM | 10,325 | 10,200 | -125 | $673,797 | $498,066 | -$175,731 |
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VFC
V F CORP | United States | COM | 21,469 | 12,104 | -9,365 | $364,759 | $201,895 | -$162,864 |
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ALSN
ALLISON TRANSMISSION HLDGS I | United States | COM | 34,237 | 34,112 | -125 | $4,007,784 | $3,845,787 | -$161,997 |
|---|
PYPL
PAYPAL HLDGS INC | United States | COM | 13,429 | 10,554 | -2,875 | $607,394 | $455,722 | -$151,672 |
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AGI
ALAMOS GOLD INC | | COM CL A | 4,310 | 1,425 | -2,885 | $191,494 | $43,235 | -$148,259 |
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TXT
TEXTRON INC | United States | COM | 45,368 | 44,913 | -455 | $3,972,449 | $4,119,897 | +$147,448 |
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SKE
SKEENA RES LTD NEW | Canada | COM | 5,769 | 1,000 | -4,769 | $171,455 | $26,660 | -$144,795 |
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BX
BLACKSTONE INC | United States | COM | 5,298 | 3,973 | -1,325 | $609,218 | $467,503 | -$141,715 |
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AXP
AMERICAN EXPRESS CO | United States | COM | 4,339 | 4,263 | -76 | $1,312,461 | $1,441,960 | +$129,499 |
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PG
PROCTER & GAMBLE CO | United States | COM | 101,819 | 101,173 | -646 | $14,706,758 | $14,836,016 | +$129,258 |
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ADI
ANALOG DEVICES INC | United States | COM | 1,654 | 1,648 | -6 | $526,204 | $654,537 | +$128,333 |
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PPTA
PERPETUA RESOURCES CORP | | COM | 4,600 | 300 | -4,300 | $129,352 | $6,228 | -$123,124 |
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GLD
SPDR GOLD TR | United States | GOLD SHS | 1,567 | 1,510 | -57 | $674,265 | $556,254 | -$118,011 |
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GIS
GENERAL MILLS INC | United States | COM | 4,765 | 1,760 | -3,005 | $177,354 | $61,248 | -$116,106 |
|---|
MLM
MARTIN MARIETTA MATLS INC | United States | COM | 7,433 | 7,388 | -45 | $4,375,659 | $4,260,660 | -$114,999 |
|---|
ORLA
ORLA MNG LTD NEW | | COM | 9,200 | 3,950 | -5,250 | $148,396 | $38,671 | -$109,725 |
|---|
DIS
DISNEY WALT CO | United States | COM | 10,355 | 9,205 | -1,150 | $998,033 | $892,489 | -$105,544 |
|---|
CTAS
CINTAS CORP | United States | COM | 47,329 | 46,497 | -832 | $8,005,228 | $7,908,210 | -$97,018 |
|---|
YUMC
YUM CHINA HLDGS INC | United States | COM | 12,001 | 11,991 | -10 | $585,409 | $490,073 | -$95,336 |
|---|
SMTI
SANARA MEDTECH INC | United States | COM | 19,200 | 10,134 | -9,066 | $329,856 | $239,062 | -$90,794 |
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SCHW
SCHWAB CHARLES CORP | United States | COM | 25,431 | 24,931 | -500 | $2,390,006 | $2,300,384 | -$89,622 |
|---|
OBDC
BLUE OWL CAPITAL CORPORATION | United States | COM | 27,465 | 20,015 | -7,450 | $310,074 | $220,836 | -$89,238 |
|---|
SLV
ISHARES SILVER TR | United States | ISHARES | 5,770 | 5,720 | -50 | $393,168 | $305,849 | -$87,319 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 26,300 | 25,345 | -955 | $1,762,885 | $1,849,879 | +$86,994 |
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