SALEM INVESTMENT COUNSELORS INC
•CIK: 884423•Filing: Q4 2025
Salem Investment Counselors Inc., led by the seasoned team of John A. Staluppi and John A. Staluppi Jr., manages $3.5 billion with a focus on growth-oriented tech and consumer discretionary stocks, as evidenced by top holdings like Apple and Nvidia. Recently, the fund has adjusted its portfolio by adding Hub Group and VBI Learning, while significantly reducing positions in Kimberly-Clark and Novo Nordisk, reflecting a strategic pivot towards companies with strong growth potential and operational resilience.
Total AUM
$3.5B
QoQ Performance
+1.4%
Positions
319
Top 10 Concentration
49.5%
Latest Filing
Q4 2025
Top Holdings Allocation
LOW
NVDA
AAPL
MSFT
LOW9.5%
NVDA7.5%
AAPL7.4%
MSFT5.3%
GOOG4.4%
PLTR3.2%
AMZN3.1%
META2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology34.8%
Other28.2%
Consumer16.3%
Financial8.3%
Healthcare6.1%
Industrial2.8%
Consumer Staples1.6%
ETF1.0%
🚪 Exited Positionssold since Q3 2025
+1011 more exited positions
Changes from Q3 2025
NEW3 new positions
↑74 increased
↓101 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023