Meridian Investment Counsel Inc. Top Holdings and 13F Report (2025) About Meridian Investment Counsel Inc.Investment ActivityMeridian Investment Counsel Inc. has $367.46 million in total holdings as of June 30, 2025.Meridian Investment Counsel Inc. owns shares of 224 different stocks, but just 85 companies or ETFs make up 80% of its holdings.Approximately 3.14% of the portfolio was purchased this quarter.About 1.96% of the portfolio was sold this quarter.This quarter, Meridian Investment Counsel Inc. has purchased 211 new stocks and bought additional shares in 56 stocks.Meridian Investment Counsel Inc. sold shares of 65 stocks and completely divested from 4 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $21,297,081Apple $15,609,857Microsoft $13,904,060Chevron $7,983,415iShares Gold Trust $7,856,425 Largest New Holdings this Quarter 90353T100 - Uber Technologies $1,602,428 Holding06849F108 - BARRICK MNG CORP $1,433,790 HoldingG54950103 - LINDE PLC $555,040 Holding03945R102 - Archer Aviation $436,007 HoldingG7997R103 - Seagate Technology $327,485 Holding Largest Purchases this Quarter Uber Technologies 17,175 shares (about $1.60M)BARRICK MNG CORP 68,866 shares (about $1.43M)Vanguard Total International Stock ETF 8,820 shares (about $609.37K)LINDE PLC 1,183 shares (about $555.04K)Microsoft 929 shares (about $462.09K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 5,503 shares (about $750.17K)FedEx 2,670 shares (about $606.92K)NVIDIA 2,000 shares (about $315.98K)Taiwan Semiconductor Manufacturing 1,318 shares (about $298.51K)Keurig Dr Pepper 6,911 shares (about $228.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridian Investment Counsel Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$21,297,081$298,514 ▼-1.4%94,0315.8%Computer and TechnologyAAPLApple$15,609,857$93,762 ▼-0.6%76,0834.2%Computer and TechnologyMSFTMicrosoft$13,904,060$462,093 ▲3.4%27,9533.8%Computer and TechnologyCVXChevron$7,983,415$61,429 ▲0.8%55,7542.2%EnergyIAUiShares Gold Trust$7,856,425$561 ▲0.0%125,9852.1%FinancePALANTIR TECHNOLOGIES INC$6,765,834$750,169 ▼-10.0%49,6321.8%CL AADBEAdobe$6,695,732$1,934 ▲0.0%17,3071.8%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$6,316,123$155,398 ▲2.5%77,3471.7%ETFORCLOracle$5,644,5890.0%25,8181.5%Computer and TechnologyNSCNorfolk Southern$5,386,3770.0%21,0431.5%TransportationWMTWalmart$5,260,3680.0%53,7981.4%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$5,006,9370.0%27,5501.4%ETFBRK.BBerkshire Hathaway$4,995,659$80,152 ▼-1.6%10,2841.4%FinanceABBVAbbVie$4,984,083$52,345 ▲1.1%26,8511.4%MedicalMDYSPDR S&P MidCap 400 ETF Trust$4,956,906$15,296 ▲0.3%8,7501.3%ETFTRVTravelers Companies$4,809,8340.0%17,9781.3%FinanceMETAMeta Platforms$4,570,253$114,404 ▼-2.4%6,1921.2%Computer and TechnologyHDHome Depot$4,466,042$69,662 ▲1.6%12,1811.2%Retail/WholesaleQCOMQUALCOMM$4,336,013$112,438 ▲2.7%27,2261.2%Computer and TechnologyIGMiShares Expanded Tech Sector ETF$4,133,5500.0%36,7951.1%ETFMETMetLife$4,110,266$48,252 ▼-1.2%51,1101.1%FinanceBACBank of America$3,886,344$33,124 ▼-0.8%82,1291.1%FinanceIWMiShares Russell 2000 ETF$3,872,783$94,516 ▲2.5%17,9471.1%FinanceCBRECBRE Group$3,773,9920.0%26,9341.0%FinanceXLIIndustrial Select Sector SPDR Fund$3,702,900$58,270 ▲1.6%25,1011.0%ETFJNJJohnson & Johnson$3,688,760$54,379 ▲1.5%24,1491.0%MedicalCGXUCapital Group International Focus Equity ETF$3,616,158$210,393 ▲6.2%133,2901.0%ETFNVONovo Nordisk A/S$3,615,751$423,783 ▲13.3%52,3871.0%MedicalFDXFedEx$3,587,634$606,918 ▼-14.5%15,7831.0%TransportationDIASPDR Dow Jones Industrial Average ETF Trust$3,424,378$5,729 ▼-0.2%7,7710.9%FinanceSPYSPDR S&P 500 ETF Trust$3,272,751$111,213 ▼-3.3%5,2970.9%FinanceCMCSAComcast$2,993,784$17,488 ▼-0.6%83,8830.8%Consumer DiscretionaryBRK.ABerkshire Hathaway$2,915,2000.0%40.8%FinanceKMIKinder Morgan$2,886,319$34,927 ▼-1.2%98,1740.8%EnergyMCKMcKesson$2,856,3760.0%3,8980.8%MedicalDDDuPont de Nemours$2,849,366$25,721 ▲0.9%41,5420.8%Basic MaterialsBTIBritish American Tobacco$2,817,8860.0%59,5370.8%Consumer StaplesNVDANVIDIA$2,683,144$315,980 ▼-10.5%16,9830.7%Computer and TechnologyGEGE Aerospace$2,634,028$257 ▲0.0%10,2340.7%AerospaceIBMInternational Business Machines$2,611,161$29,478 ▲1.1%8,8580.7%Computer and TechnologyJPMJPMorgan Chase & Co.$2,547,4390.0%8,7870.7%FinanceXLVHealth Care Select Sector SPDR Fund$2,494,2300.0%18,5050.7%ETFMDTMedtronic$2,454,533$67,295 ▲2.8%28,1580.7%MedicalQQQInvesco QQQ$2,384,7400.0%4,3230.6%FinanceXLBMaterials Select Sector SPDR Fund$2,369,5890.0%26,9850.6%ETFLHXL3Harris Technologies$2,357,8960.0%9,4000.6%AerospaceCWISPDR MSCI ACWI ex-US ETF$2,352,7940.0%72,0390.6%ETFGILDGilead Sciences$2,346,7850.0%21,1670.6%MedicalAXONAxon Enterprise$2,300,845$17,387 ▼-0.8%2,7790.6%AerospaceSCHFSchwab International Equity ETF$2,270,444$104,776 ▲4.8%102,7350.6%ETFCCitigroup$2,260,106$59,584 ▼-2.6%26,5520.6%Financial ServicesDOCUDocusign$2,217,840$35,051 ▼-1.6%28,4740.6%Computer and TechnologyPEAKHealthpeak Properties$2,143,347$5,218 ▲0.2%122,4070.6%FinanceHONHoneywell International$2,125,030$146,947 ▲7.4%9,1250.6%Multi-Sector ConglomeratesWGOWinnebago Industries$2,077,560$37,845 ▲1.9%71,6400.6%ConstructionCBChubb$2,037,8900.0%7,0340.6%FinanceFLGBFranklin FTSE United Kingdom ETF$2,031,535$3,063 ▲0.2%66,3250.6%ETFAMGNAmgen$1,965,638$76,224 ▲4.0%7,0400.5%MedicalWYWeyerhaeuser$1,954,778$20,552 ▼-1.0%76,0910.5%ConstructionWFCWells Fargo & Company$1,946,5150.0%24,2950.5%FinanceVGTVanguard Information Technology ETF$1,945,4000.0%2,9330.5%ETFVOOVanguard S&P 500 ETF$1,900,060$11,361 ▲0.6%3,3450.5%ETFAEPAmerican Electric Power$1,838,108$18,158 ▼-1.0%17,7150.5%UtilitiesTAPMolson Coors Beverage$1,817,994$158,697 ▼-8.0%37,8040.5%Consumer StaplesCSCOCisco Systems$1,807,002$37,812 ▲2.1%26,0450.5%Computer and TechnologyVZVerizon Communications$1,769,866$67,934 ▼-3.7%40,9030.5%Computer and TechnologyGPCGenuine Parts$1,748,8050.0%14,4160.5%Retail/WholesaleJAAAJanus Henderson AAA CLO ETF$1,710,275$35,018 ▼-2.0%33,7000.5%ETFGE VERNOVA INC$1,687,4590.0%3,1890.5%COMPFEPfizer$1,682,871$10,884 ▼-0.6%69,4250.5%MedicalDGTSPDR Global Dow ETF$1,614,5280.0%10,7180.4%ETFUBERUber Technologies$1,602,428$1,602,428 ▲New Holding17,1750.4%Computer and TechnologyBPBP$1,595,9270.0%53,3220.4%EnergyTGNATEGNA$1,512,473$68,548 ▼-4.3%90,2430.4%Consumer DiscretionaryMGMMGM Resorts International$1,475,331$79,097 ▼-5.1%42,9000.4%Consumer DiscretionaryMTGMGIC Investment$1,472,736$30,624 ▼-2.0%52,9000.4%FinanceKDPKeurig Dr Pepper$1,435,597$228,478 ▼-13.7%43,4240.4%Consumer StaplesBARRICK MNG CORP$1,433,790$1,433,790 ▲New Holding68,8660.4%COM SHSVEAVanguard FTSE Developed Markets ETF$1,379,471$6,841 ▲0.5%24,1970.4%ETFGOOGAlphabet$1,377,371$19,689 ▲1.5%7,7650.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,340,7700.0%12,2680.4%ETFIHIiShares U.S. Medical Devices ETF$1,294,330$39,150 ▲3.1%20,6630.4%ETFNUENucor$1,268,4560.0%9,7920.3%Basic MaterialsXLEEnergy Select Sector SPDR Fund$1,264,5170.0%14,9100.3%ETFVXUSVanguard Total International Stock ETF$1,257,093$609,374 ▲94.1%18,1950.3%ETFKVUEKenvue$1,248,663$187,491 ▼-13.1%59,6590.3%Consumer StaplesXOMExxon Mobil$1,227,626$13,044 ▼-1.1%11,3880.3%EnergyTAT&T$1,215,215$28,940 ▼-2.3%41,9910.3%Computer and TechnologyARCBArcBest$1,173,2470.0%15,2350.3%TransportationWHWyndham Hotels & Resorts$1,150,6640.0%14,1690.3%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$1,139,7000.0%6,2340.3%ETFXESSPDR S&P Oil & Gas Equipment & Services ETF$1,136,845$23,790 ▲2.1%17,9200.3%ETFADPAutomatic Data Processing$1,106,539$38,550 ▲3.6%3,5880.3%Computer and TechnologyXBISPDR S&P Biotech ETF$1,095,174$38,977 ▲3.7%13,2060.3%ETFVBVanguard Small-Cap ETF$1,082,762$3,081 ▼-0.3%4,5690.3%ETFCOSTCostco Wholesale$1,055,276$64,346 ▲6.5%1,0660.3%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$1,054,141$49,460 ▲4.9%21,3130.3%ETFFCXFreeport-McMoRan$1,045,385$4,335 ▲0.4%24,1150.3%Basic MaterialsNEENextEra Energy$1,041,9940.0%15,0100.3%UtilitiesGOOGLAlphabet$1,028,655$266,636 ▲35.0%5,8370.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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