Salem Investment Counselors Inc.
Annual return '25
+4.5%
SPY '25
+17.7%
Alpha
-13.2ptsvs SPY
Invested
$3.4B
Holdings
1,237
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$LOW
LOWES COS INC
Q1 2026: Exited (was 1.39M shares)
9.7%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 1.42M shares)
7.1%
03
$AAPL
APPLE INC
Q1 2026: Exited (was 964.2k shares)
7.1%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 97.5% (389.6k → 9.7k shares)
4.3%
05
$GOOG
ALPHABET INC
Q1 2026: Exited (was 499.3k shares)
4.2%
06
$AMZN
AMAZON COM INC
Q1 2026: Sold 45.1% (480.5k → 264.0k shares)
3.0%
07
$META
META PLATFORMS INC
Q1 2026: Exited (was 156.1k shares)
2.6%
08
$PLTR
PALANTIR TECHNOLOGIES INC
Q1 2026: Exited (was 638.3k shares)
2.5%
09
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Exited (was 172.1k shares)
2.4%
10
$GOOGL
ALPHABET INC
Q1 2026: Sold 97.4% (268.0k → 7.0k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:19 UTC.