SALEM INVESTMENT COUNSELORS INC Q2 2023 Filing

Filed July 19, 2023

Portfolio Value

$2.8B

Holdings

1,150

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (1,150 positions)

#	Stock	Shares	Value	% Portfolio
1	LOWLOWES COS INC	3,450,745	$778.0M	28.24%
2	AAPLAPPLE INC	1,030,263	$199.0M	7.22%
3	MSFTMICROSOFT CORP	403,267	$137.0M	4.97%
4	NVDANVIDIA CORPORATION	182,375	$77.0M	2.79%
5	AMZNAMAZON COM INC	460,880	$60.0M	2.18%
6	GOOGALPHABET INC	490,844	$59.0M	2.14%
7	BRK/BBERKSHIRE HATHAWAY INC DEL	164,887	$56.0M	2.03%
8	PEPPEPSICO INC	280,300	$51.0M	1.85%
9	METAMETA PLATFORMS INC	161,813	$46.0M	1.67%
10	GRBKGREEN BRICK PARTNERS INC	782,006	$44.0M	1.60%
11	BACBANK AMERICA CORP	1,201,446	$34.0M	1.23%
12	LENLENNAR CORP	262,764	$32.0M	1.16%
13	JPMJPMORGAN CHASE & CO	221,733	$32.0M	1.16%
14	GOOGLALPHABET INC	259,863	$31.0M	1.13%
15	JNJJOHNSON & JOHNSON	176,999	$29.0M	1.05%
16	WBXWALLBOX NV	57,452	$28.2M	1.02%
17	MRKMERCK & CO INC	237,452	$27.0M	0.98%
18	LLYLILLY ELI & CO	57,167	$26.0M	0.94%
19	ACNACCENTURE PLC IRELAND	83,012	$25.0M	0.91%
20	PLTRPALANTIR TECHNOLOGIES INC	1,566,862	$24.0M	0.87%
21	MUMICRON TECHNOLOGY INC	387,422	$24.0M	0.87%
22	RTXRAYTHEON TECHNOLOGIES CORP	223,198	$21.0M	0.76%
23	ISRGINTUITIVE SURGICAL INC	56,680	$19.0M	0.69%
24	SCHMSCHWAB STRATEGIC TR	259,590	$18.0M	0.65%
25	CSCOCISCO SYS INC	357,079	$18.0M	0.65%
26	WMTWALMART INC	111,455	$17.0M	0.62%
27	PFEPFIZER INC	441,171	$16.0M	0.58%
28	ABBVABBVIE INC	123,586	$16.0M	0.58%
29	SCHXSCHWAB STRATEGIC TR	298,685	$15.0M	0.54%
30	PGPROCTER AND GAMBLE CO	103,514	$15.0M	0.54%
31	UNHUNITEDHEALTH GROUP INC	31,222	$15.0M	0.54%
32	VOVANGUARD INDEX FDS	65,928	$14.0M	0.51%
33	OWLTOWLET INC	38,400	$13.1M	0.47%
34	VVISA INC	57,603	$13.0M	0.47%
35	HONHONEYWELL INTL INC	67,311	$13.0M	0.47%
36	AMDADVANCED MICRO DEVICES INC	121,290	$13.0M	0.47%
37	VBVANGUARD INDEX FDS	68,916	$13.0M	0.47%
38	MCDMCDONALDS CORP	43,948	$13.0M	0.47%
39	QCOMQUALCOMM INC	112,352	$13.0M	0.47%
40	NUNU HLDGS LTD	1,521,150	$12.0M	0.44%
41	TROWPRICE T ROWE GROUP INC	110,335	$12.0M	0.44%
42	WRKUSDWESTROCK CO	415,562	$12.0M	0.44%
43	MGKVANGUARD WORLD FD	52,057	$12.0M	0.44%
44	CATCATERPILLAR INC	46,615	$11.0M	0.40%
45	SPYSPDR S&P 500 ETF TR	25,907	$11.0M	0.40%
46	TFCTRUIST FINL CORP	385,715	$11.0M	0.40%
47	BCPCBALCHEM CORP	86,845	$11.0M	0.40%
48	BSXBOSTON SCIENTIFIC CORP	189,362	$10.0M	0.36%
49	TSMTAIWAN SEMICONDUCTOR MFG LTD	94,449	$9.0M	0.33%
50	CVSCVS HEALTH CORP	135,707	$9.0M	0.33%
51	ROPROPER TECHNOLOGIES INC	20,021	$9.0M	0.33%
52	DISDISNEY WALT CO	103,021	$9.0M	0.33%
53	ABTABBOTT LABS	83,519	$9.0M	0.33%
54	TMOTHERMO FISHER SCIENTIFIC INC	18,378	$9.0M	0.33%
55	KBHKB HOME	170,955	$8.0M	0.29%
56	XOMEXXON MOBIL CORP	79,419	$8.0M	0.29%
57	HDHOME DEPOT INC	27,024	$8.0M	0.29%
58	KMBKIMBERLY-CLARK CORP	62,202	$8.0M	0.29%
59	MMM3M CO	88,536	$8.0M	0.29%
60	ABNBAIRBNB INC	61,265	$7.0M	0.25%
61	INTCINTEL CORP	212,877	$7.0M	0.25%
62	RIORIO TINTO PLC	114,047	$7.0M	0.25%
63	SCHASCHWAB STRATEGIC TR	168,484	$7.0M	0.25%
64	CLCOLGATE PALMOLIVE CO	82,971	$6.0M	0.22%
65	TSLATESLA INC	22,960	$6.0M	0.22%
66	TTENTOTALENERGIES SE	109,173	$6.0M	0.22%
67	MDLZMONDELEZ INTL INC	94,146	$6.0M	0.22%
68	IWRISHARES TR	85,455	$6.0M	0.22%
69	DFSEURDISCOVER FINL SVCS	54,104	$6.0M	0.22%
70	KOCOCA COLA CO	114,203	$6.0M	0.22%
71	BMYBRISTOL-MYERS SQUIBB CO	104,947	$6.0M	0.22%
72	VOOVANGUARD INDEX FDS	13,989	$5.0M	0.18%
73	STZCONSTELLATION BRANDS INC	24,014	$5.0M	0.18%
74	NUENUCOR CORP	30,665	$5.0M	0.18%
75	EPDENTERPRISE PRODS PARTNERS L	205,991	$5.0M	0.18%
76	KMIKINDER MORGAN INC DEL	332,045	$5.0M	0.18%
77	CVXCHEVRON CORP NEW	31,851	$5.0M	0.18%
78	SONSONOCO PRODS CO	91,955	$5.0M	0.18%
79	FLOFLOWERS FOODS INC	238,351	$5.0M	0.18%
80	NEENEXTERA ENERGY INC	69,046	$5.0M	0.18%
81	TXTTEXTRON INC	64,820	$4.0M	0.15%
82	HUNHUNTSMAN CORP	151,324	$4.0M	0.15%
83	IRMIRON MTN INC DEL	72,339	$4.0M	0.15%
84	LOBLIVE OAK BANCSHARES INC	163,605	$4.0M	0.15%
85	PBRPETROLEO BRASILEIRO SA PETRO	308,105	$4.0M	0.15%
86	ENVXENOVIX CORPORATION	254,615	$4.0M	0.15%
87	ALSNALLISON TRANSMISSION HLDGS I	79,045	$4.0M	0.15%
88	PYPLPAYPAL HLDGS INC	73,899	$4.0M	0.15%
89	CRWDCROWDSTRIKE HLDGS INC	28,144	$4.0M	0.15%
90	IVVISHARES TR	9,540	$4.0M	0.15%
91	ARCCARES CAPITAL CORP	255,452	$4.0M	0.15%
92	SU6SURMODICS INC	129,990	$4.0M	0.15%
93	UIUBIQUITI INC	22,947	$4.0M	0.15%
94	SCHFSCHWAB STRATEGIC TR	115,939	$4.0M	0.15%
95	FDXFEDEX CORP	17,712	$4.0M	0.15%
96	PSXPHILLIPS 66	49,898	$4.0M	0.15%
97	ETENERGY TRANSFER L P	379,474	$4.0M	0.15%
98	NGVTINGEVITY CORP	78,707	$4.0M	0.15%
99	VIGVANGUARD SPECIALIZED FUNDS	18,549	$3.0M	0.11%
100	SYYSYSCO CORP	50,705	$3.0M	0.11%

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