Meridian Investment Counsel Inc. Top Holdings and 13F Report (2025) About Meridian Investment Counsel Inc.Investment ActivityMeridian Investment Counsel Inc. has $404.90 million in total holdings as of September 30, 2025.Meridian Investment Counsel Inc. owns shares of 233 different stocks, but just 86 companies or ETFs make up 80% of its holdings.Approximately 4.10% of the portfolio was purchased this quarter.About 3.06% of the portfolio was sold this quarter.This quarter, Meridian Investment Counsel Inc. has purchased 224 new stocks and bought additional shares in 43 stocks.Meridian Investment Counsel Inc. sold shares of 77 stocks and completely divested from 6 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $25,786,287Apple $18,742,182Microsoft $14,413,554iShares Gold Trust $9,095,013PALANTIR TECHNOLOGIES INC $8,711,285 Largest New Holdings this Quarter 14040H105 - Capital One Financial $2,620,261 Holding13646K108 - Canadian Pacific Kansas City $2,409,752 Holding808524763 - Schwab Fundamental U.S. Small Company ETF $1,950,865 HoldingG3223R108 - Everest Group $1,600,551 Holding808524755 - Schwab Fundamental International Equity ETF $1,136,464 Holding Largest Purchases this Quarter Capital One Financial 12,326 shares (about $2.62M)Canadian Pacific Kansas City 32,350 shares (about $2.41M)Schwab Fundamental U.S. Small Company ETF 62,608 shares (about $1.95M)Everest Group 4,570 shares (about $1.60M)Schwab Fundamental International Equity ETF 26,454 shares (about $1.14M) Largest Sales this Quarter Janus Henderson AAA CLO ETF 28,750 shares (about $1.46M)Kenvue 45,788 shares (about $743.14K)NVIDIA 3,950 shares (about $736.99K)Molson Coors Beverage 14,745 shares (about $667.21K)Apple 2,477 shares (about $630.71K) 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$25,786,287$475,631 ▼-1.8%92,3286.4%Computer and TechnologyAAPLApple$18,742,182$630,715 ▼-3.3%73,6064.6%Computer and TechnologyMSFTMicrosoft$14,413,554$64,744 ▼-0.4%27,8283.6%Computer and TechnologyIAUiShares Gold Trust$9,095,013$72,916 ▼-0.8%124,9832.2%FinancePALANTIR TECHNOLOGIES INC$8,711,285$342,585 ▼-3.8%47,7542.2%CL ACVXChevron$8,640,646$17,392 ▼-0.2%55,6422.1%EnergyORCLOracle$7,131,403$129,652 ▼-1.8%25,3571.8%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$6,883,020$137,617 ▲2.0%78,9251.7%ETFNSCNorfolk Southern$6,321,5280.0%21,0431.6%TransportationABBVAbbVie$6,159,196$57,885 ▼-0.9%26,6011.5%MedicalADBEAdobe$6,062,714$42,330 ▼-0.7%17,1871.5%Computer and TechnologyWMTWalmart$5,544,4220.0%53,7981.4%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$5,228,322$2,087 ▲0.0%27,5611.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$5,168,220$47,087 ▼-0.9%8,6711.3%ETFTRVTravelers Companies$5,127,317$107,500 ▲2.1%18,3631.3%FinanceBRK.BBerkshire Hathaway$5,117,390$52,788 ▼-1.0%10,1791.3%FinanceHDHome Depot$4,935,6190.0%12,1811.2%Retail/WholesaleIWMiShares Russell 2000 ETF$4,753,788$411,332 ▲9.5%19,6471.2%FinanceMETAMeta Platforms$4,597,953$50,672 ▲1.1%6,2611.1%Computer and TechnologyIGMiShares Expanded Tech Sector ETF$4,558,760$75,570 ▼-1.6%36,1951.1%ETFQCOMQUALCOMM$4,531,480$2,163 ▲0.0%27,2391.1%Computer and TechnologyJNJJohnson & Johnson$4,477,7080.0%24,1491.1%MedicalBACBank of America$4,237,757$722 ▲0.0%82,1431.0%FinanceMETMetLife$4,139,916$70,014 ▼-1.7%50,2601.0%FinanceCBRECBRE Group$4,117,673$126,048 ▼-3.0%26,1341.0%FinanceCGXUCapital Group International Focus Equity ETF$4,046,092$98,042 ▲2.5%136,6001.0%ETFXLIIndustrial Select Sector SPDR Fund$3,855,904$15,423 ▼-0.4%25,0011.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$3,577,382$26,434 ▼-0.7%7,7140.9%FinanceSPYSPDR S&P 500 ETF Trust$3,281,603$247,153 ▼-7.0%4,9260.8%FinanceDDDuPont de Nemours$3,271,255$35,133 ▲1.1%41,9930.8%Basic MaterialsBTIBritish American Tobacco$3,160,2240.0%59,5370.8%Consumer StaplesFDXFedEx$3,155,845$565,944 ▼-15.2%13,3830.8%TransportationNVONovo Nordisk A/S$3,079,251$172,296 ▲5.9%55,4920.8%MedicalGEGE Aerospace$3,072,242$6,317 ▼-0.2%10,2130.8%AerospaceMCKMcKesson$3,025,267$13,906 ▲0.5%3,9160.7%MedicalBRK.ABerkshire Hathaway$3,016,8000.0%40.7%FinanceLHXL3Harris Technologies$2,870,8540.0%9,4000.7%AerospacePEAKHealthpeak Properties$2,847,797$503,703 ▲21.5%148,7100.7%FinanceKMIKinder Morgan$2,794,766$15,457 ▲0.6%98,7200.7%EnergyJPMJPMorgan Chase & Co.$2,773,576$1,893 ▲0.1%8,7930.7%FinanceMDTMedtronic$2,692,244$10,476 ▲0.4%28,2680.7%MedicalQQQInvesco QQQ$2,627,219$31,820 ▲1.2%4,3760.6%FinanceCOFCapital One Financial$2,620,261$2,620,261 ▲New Holding12,3260.6%FinanceCCitigroup$2,590,889$104,139 ▼-3.9%25,5260.6%Financial ServicesXLVHealth Care Select Sector SPDR Fund$2,575,2800.0%18,5050.6%ETFXLBMaterials Select Sector SPDR Fund$2,540,764$122,333 ▲5.1%28,3500.6%ETFCWISPDR MSCI ACWI ex-US ETF$2,515,6020.0%72,0390.6%ETFIBMInternational Business Machines$2,499,3730.0%8,8580.6%Computer and TechnologyCMCSAComcast$2,496,570$139,033 ▼-5.3%79,4580.6%Consumer DiscretionarySCHFSchwab International Equity ETF$2,443,026$51,356 ▲2.1%104,9410.6%ETFNVDANVIDIA$2,431,697$736,991 ▼-23.3%13,0330.6%Computer and TechnologyCPCanadian Pacific Kansas City$2,409,752$2,409,752 ▲New Holding32,3500.6%TransportationWGOWinnebago Industries$2,383,403$12,239 ▼-0.5%71,2740.6%Auto/Tires/TrucksGILDGilead Sciences$2,349,5370.0%21,1670.6%MedicalBARRICK MNG CORP$2,256,7390.0%68,8660.6%COM SHSVGTVanguard Information Technology ETF$2,189,8660.0%2,9330.5%ETFFLGBFranklin FTSE United Kingdom ETF$2,162,347$19,386 ▲0.9%66,9250.5%ETFWFCWells Fargo & Company$2,037,077$671 ▲0.0%24,3030.5%FinanceVOOVanguard S&P 500 ETF$2,035,388$12,859 ▼-0.6%3,3240.5%ETFCBChubb$2,030,507$45,160 ▲2.3%7,1940.5%FinanceUBERUber Technologies$2,014,557$331,922 ▲19.7%20,5630.5%Computer and TechnologyDOCUDocusign$2,009,437$43,254 ▼-2.1%27,8740.5%Computer and TechnologyGPCGenuine Parts$1,998,0580.0%14,4160.5%Retail/WholesaleAXONAxon Enterprise$1,994,3220.0%2,7790.5%AerospaceAMGNAmgen$1,986,6880.0%7,0400.5%MedicalAEPAmerican Electric Power$1,978,875$14,063 ▼-0.7%17,5900.5%UtilitiesGE VERNOVA INC$1,960,9160.0%3,1890.5%COMFNDASchwab Fundamental U.S. Small Company ETF$1,950,865$1,950,865 ▲New Holding62,6080.5%ETFHONHoneywell International$1,920,8130.0%9,1250.5%Multi-Sector ConglomeratesGOOGAlphabet$1,866,968$24,110 ▼-1.3%7,6660.5%Computer and TechnologyBPBP$1,837,4760.0%53,3220.5%EnergyCSCOCisco Systems$1,781,9990.0%26,0450.4%Computer and TechnologyVZVerizon Communications$1,771,969$25,711 ▼-1.4%40,3180.4%Computer and TechnologyPFEPfizer$1,734,561$34,398 ▼-1.9%68,0750.4%MedicalDGTSPDR Global Dow ETF$1,722,844$10,838 ▼-0.6%10,6510.4%ETFEGEverest Group$1,600,551$1,600,551 ▲New Holding4,5700.4%FinanceWYWeyerhaeuser$1,535,468$350,828 ▼-18.6%61,9390.4%ConstructionMTGMGIC Investment$1,500,7730.0%52,9000.4%FinanceVEAVanguard FTSE Developed Markets ETF$1,486,196$36,312 ▲2.5%24,8030.4%ETFIJRiShares Core S&P Small-Cap ETF$1,457,8060.0%12,2680.4%ETFVXUSVanguard Total International Stock ETF$1,445,693$109,088 ▲8.2%19,6800.4%ETFVBVanguard Small-Cap ETF$1,442,530$280,725 ▲24.2%5,6730.4%ETFGOOGLAlphabet$1,419,218$243 ▲0.0%5,8380.4%Computer and TechnologyMGMMGM Resorts International$1,408,929$77,985 ▼-5.2%40,6500.3%Consumer DiscretionaryXBISPDR S&P Biotech ETF$1,399,393$76,152 ▲5.8%13,9660.3%ETFXLEEnergy Select Sector SPDR Fund$1,358,861$26,802 ▲2.0%15,2100.3%ETFIHIiShares U.S. Medical Devices ETF$1,342,007$100,574 ▲8.1%22,3370.3%ETFAMZNAmazon.com$1,334,766$345,384 ▲34.9%6,0790.3%Retail/WholesaleNUENucor$1,326,1310.0%9,7920.3%Basic MaterialsXOMExxon Mobil$1,283,9970.0%11,3880.3%EnergyXESSPDR S&P Oil & Gas Equipment & Services ETF$1,282,042$14,470 ▼-1.1%17,7200.3%ETFTGNATEGNA$1,216,405$618,235 ▼-33.7%59,8330.3%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$1,212,5130.0%6,2340.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,177,873$23,135 ▲2.0%21,7400.3%ETFNEENextEra Energy$1,152,581$19,476 ▲1.7%15,2680.3%UtilitiesFNDFSchwab Fundamental International Equity ETF$1,136,464$1,136,464 ▲New Holding26,4540.3%ETFWHWyndham Hotels & Resorts$1,132,1030.0%14,1690.3%Consumer DiscretionaryINTCIntel$1,131,642$333,655 ▼-22.8%33,7300.3%Computer and TechnologyTMToyota Motor$1,091,697$33,441 ▼-3.0%5,7130.3%Auto/Tires/TrucksTAT&T$1,084,190$101,636 ▼-8.6%38,3920.3%Computer and TechnologyShowing largest 100 holdings. 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