Meridian Investment Counsel Inc. Top Holdings and 13F Report (2026) About Meridian Investment Counsel Inc.Investment ActivityMeridian Investment Counsel Inc. has $465.87 million in total holdings as of June 30, 2026.Meridian Investment Counsel Inc. owns shares of 250 different stocks, but just 89 companies or ETFs make up 80% of its holdings.Approximately 4.42% of the portfolio was purchased this quarter.About 4.97% of the portfolio was sold this quarter.This quarter, Meridian Investment Counsel Inc. has purchased 237 new stocks and bought additional shares in 39 stocks.Meridian Investment Counsel Inc. sold shares of 120 stocks and completely divested from 6 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $38,309,233Apple $20,226,662Microsoft $10,242,531Micron Technology $9,494,035iShares Gold Trust $8,905,121 Largest New Holdings this Quarter 04626A103 - ASTERA LABS INC $2,248,458 Holding43849R105 - HONEYWELL AEROSPACE INC $1,095,451 Holding49271V100 - Keurig Dr Pepper $1,060,452 Holding438516205 - HONEYWELL INTL INC $1,032,627 Holding314352105 - FEDEX FGHT HLDG CO INC $885,615 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 20,425 shares (about $2.44M)ASTERA LABS INC 4,655 shares (about $2.25M)Bank of America 30,975 shares (about $1.76M)HONEYWELL AEROSPACE INC 4,955 shares (about $1.10M)Keurig Dr Pepper 32,400 shares (about $1.06M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 4,427 shares (about $2.11M)Berkshire Hathaway 2 shares (about $1.50M)MGM Resorts International 25,350 shares (about $1.21M)Berkshire Hathaway 2,142 shares (about $1.07M)Alphabet 2,912 shares (about $1.03M) 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$38,309,233$2,114,202 â–¼-5.2%80,2178.2%Computer and TechnologyAAPLApple$20,226,662$281,838 â–¼-1.4%69,9014.3%Computer and TechnologyMSFTMicrosoft$10,242,531$179,425 â–¼-1.7%27,4582.2%Computer and TechnologyMUMicron Technology$9,494,035$727,203 â–¼-7.1%8,2252.0%Computer and TechnologyIAUiShares Gold Trust$8,905,121$304,834 â–¼-3.3%117,9331.9%FinanceCVXChevron$7,955,154$738,129 â–²10.2%47,9921.7%EnergyXLUUtilities Select Sector SPDR Fund$7,192,980$90,363 â–¼-1.2%158,6451.5%ETFIWMiShares Russell 2000 ETF$6,715,658$22,534 â–¼-0.3%22,3521.4%FinanceBACBank of America$6,451,504$1,764,956 â–²37.7%113,2241.4%FinanceABBVAbbVie$6,418,330$207,603 â–¼-3.1%25,5061.4%MedicalNSCNorfolk Southern$6,383,660$94,692 â–¼-1.5%20,2921.4%TransportationWALMART INC$5,979,222$20,613 â–¼-0.3%52,7921.3%COMTRVTravelers Companies$5,962,958$99,036 â–¼-1.6%18,0631.3%FinanceIGMiShares Expanded Tech Sector ETF$5,767,3400.0%35,2571.2%ETFJNJJohnson & Johnson$5,766,135$183,620 â–¼-3.1%22,7041.2%MedicalMDYSPDR S&P MidCap 400 ETF Trust$5,761,649$251,791 â–¼-4.2%8,1921.2%ETFRSPInvesco S&P 500 Equal Weight ETF$5,667,342$26,171 â–¼-0.5%26,6361.2%ETFCOFCapital One Financial$5,458,670$404,049 â–²8.0%27,2091.2%FinanceQNITY ELECTRONICS INC$5,380,738$440,447 â–²8.9%32,9481.2%COMMON STOCKPALANTIR TECHNOLOGIES INC$5,123,563$186,672 â–¼-3.5%43,9151.1%CL ACGXUCapital Group International Focus Equity ETF$4,953,776$45,006 â–¼-0.9%143,0901.1%ETFXLIIndustrial Select Sector SPDR Fund$4,838,578$142,627 â–¼-2.9%26,1221.0%ETFMETAMeta Platforms$4,478,155$606,663 â–²15.7%7,9501.0%Computer and TechnologyCRWDCrowdStrike$4,384,239$60,288 â–¼-1.4%5,7450.9%Computer and TechnologyINTCIntel$4,342,493$191,293 â–¼-4.2%31,1000.9%Computer and TechnologyHDHome Depot$4,240,272$2,821 â–¼-0.1%12,0230.9%Retail/WholesaleQCOMQualcomm$4,040,249$276,261 â–¼-6.4%21,8640.9%Computer and TechnologyGILDGilead Sciences$3,973,393$88,438 â–¼-2.2%31,4500.9%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$3,953,4480.0%7,5680.8%FinanceCSCOCisco Systems$3,940,308$117,460 â–¼-2.9%33,5460.8%Computer and TechnologyMETMetLife$3,699,149$246,638 â–¼-6.3%43,7200.8%FinanceFDXFedEx$3,676,772$21,919 â–¼-0.6%11,7420.8%TransportationORCLOracle$3,668,000$2,784 â–¼-0.1%25,0290.8%Computer and TechnologyGE VERNOVA INC$3,659,689$37,596 â–¼-1.0%3,1150.8%COMBRK.BBerkshire Hathaway$3,634,333$1,071,836 â–¼-22.8%7,2630.8%FinanceBTIBritish American Tobacco$3,560,649$73,124 â–¼-2.0%57,6530.8%Consumer StaplesGEGE Aerospace$3,527,417$37,001 â–¼-1.0%9,4380.8%AerospaceCBRECBRE Group$3,513,2540.0%26,0840.8%FinanceCCitigroup$3,492,142$31,491 â–¼-0.9%24,9510.7%Financial ServicesADBEAdobe$3,435,110$19,477 â–¼-0.6%16,7550.7%Computer and TechnologyHEALTHPEAK PROPERTIES INC$3,393,419$28,248 â–¼-0.8%158,5710.7%COMMCKMcKesson$3,329,929$380,067 â–²12.9%4,4070.7%MedicalXBISPDR S&P Biotech ETF$3,173,387$75,169 â–²2.4%20,0530.7%ETFSPYSPDR S&P 500 ETF Trust$3,089,387$464,491 â–¼-13.1%4,1370.7%FinanceSCHFSchwab International Equity ETF$3,082,373$39,473 â–¼-1.3%111,2770.7%ETFCPCanadian Pacific Kansas City$3,060,911$172,000 â–¼-5.3%35,3250.7%TransportationNVONovo Nordisk A/S$3,024,583$43,098 â–²1.4%63,0910.6%MedicalKMIKinder Morgan$2,991,525$113,014 â–¼-3.6%93,5730.6%EnergyJPMJPMorgan Chase & Co.$2,921,420$29,460 â–²1.0%8,9250.6%FinanceXLVHealth Care Select Sector SPDR Fund$2,888,336$15,866 â–¼-0.5%18,2050.6%ETFCWISPDR MSCI ACWI ex-US ETF$2,856,620$40,670 â–¼-1.4%70,2390.6%ETFXLBMaterials Select Sector SPDR Fund$2,821,086$157,574 â–¼-5.3%55,5000.6%ETFVGTVanguard Information Technology ETF$2,792,943$2,441,196 â–²694.0%23,3680.6%ETFCBChubb$2,722,513$274,636 â–²11.2%7,9900.6%FinanceBARRICK MNG CORP$2,651,318$25,527 â–¼-1.0%72,1840.6%COM SHSFNDASchwab Fundamental U.S. Small Company ETF$2,644,675$35,814 â–¼-1.3%69,4870.6%ETFLHXL3Harris Technologies$2,630,711$71,195 â–¼-2.6%9,0530.6%AerospaceAMGNAmgen$2,533,029$16,295 â–¼-0.6%6,9950.5%MedicalQQQInvesco QQQ$2,463,994$73,640 â–¼-2.9%3,3460.5%FinanceIBMInternational Business Machines$2,454,401$36,557 â–¼-1.5%8,7280.5%Computer and TechnologyUBERUber Technologies$2,434,101$19,267 â–¼-0.8%33,7320.5%Computer and TechnologyFLGBFranklin FTSE United Kingdom ETF$2,420,012$24,703 â–¼-1.0%68,5750.5%ETFNOWServiceNow$2,406,944$579,001 â–²31.7%24,2440.5%Computer and TechnologyGOOGLAlphabet$2,321,118$7,147 â–²0.3%6,4950.5%Computer and TechnologyAEPAmerican Electric Power$2,269,678$71,825 â–¼-3.1%16,5900.5%UtilitiesVZVerizon Communications$2,263,235$626,461 â–²38.3%53,4540.5%Computer and TechnologyASTERA LABS INC$2,248,458$2,248,458 â–²New Holding4,6550.5%COMARCBArcBest$2,186,8320.0%15,2350.5%TransportationLINDE PLC$2,132,843$36,326 â–¼-1.7%4,1100.5%SHSVOOVanguard S&P 500 ETF$2,127,072$87,913 â–¼-4.0%3,0970.5%ETFMDTMedtronic$2,089,602$110,617 â–¼-5.0%26,7110.4%MedicalNUENucor$2,060,438$15,593 â–¼-0.8%9,2500.4%Basic MaterialsWFCWells Fargo & Company$2,013,772$15,288 â–²0.8%24,3680.4%FinanceSTXSeagate Technology$1,989,830$199,755 â–¼-9.1%2,0620.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,909,334$476,008 â–¼-20.0%22,3340.4%ETFIJRiShares Core S&P Small-Cap ETF$1,863,960$7,415 â–²0.4%12,5680.4%ETFDGTSPDR Global Dow ETF$1,842,553$46,198 â–¼-2.4%9,9710.4%ETFNVDANVIDIA$1,827,222$780,351 â–¼-29.9%9,1320.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$1,824,222$285,626 â–²18.6%34,3480.4%ETFBPBP$1,819,233$35,731 â–¼-1.9%49,2350.4%EnergyEGEverest Group$1,796,867$116,100 â–¼-6.1%5,0300.4%FinanceVEAVanguard FTSE Developed Markets ETF$1,773,626$3,420 â–²0.2%24,8930.4%ETFFNDFSchwab Fundamental International Equity ETF$1,772,050$28,385 â–²1.6%33,5870.4%ETFCMCSAComcast$1,745,260$85,189 â–¼-4.7%71,0900.4%Consumer DiscretionaryGOOGAlphabet$1,740,504$1,028,897 â–¼-37.2%4,9260.4%Computer and TechnologyXESSPDR S&P Oil & Gas Equipment & Services ETF$1,714,264$502,119 â–¼-22.7%15,2950.4%ETFVBVanguard Small-Cap ETF$1,650,185$353,741 â–¼-17.7%5,4440.4%ETFGPCGenuine Parts$1,630,012$23,596 â–¼-1.4%13,8160.3%Retail/WholesaleAXONAxon Enterprise$1,557,9350.0%2,7790.3%AerospaceBRK.ABerkshire Hathaway$1,497,700$1,497,700 â–¼-50.0%20.3%FinanceMTGMGIC Investment$1,491,7800.0%52,9000.3%FinanceFCXFreeport-McMoRan$1,459,991$31,445 â–¼-2.1%23,2150.3%Basic MaterialsWGOWinnebago Industries$1,436,478$498,184 â–¼-25.8%45,9820.3%Auto/Tires/TrucksQUALiShares MSCI USA Quality Factor ETF$1,431,122$63,196 â–²4.6%6,5220.3%ETFXOMExxonMobil$1,416,419$71,778 â–¼-4.8%10,3600.3%EnergyMSMorgan Stanley$1,402,6580.0%6,7100.3%FinanceAMZNAmazon.com$1,381,419$54,818 â–¼-3.8%5,7960.3%Retail/WholesaleALLAllstate$1,358,637$713,344 â–²110.5%5,7100.3%FinanceNEENextEra Energy$1,321,2020.0%15,0530.3%UtilitiesVWOVanguard FTSE Emerging Markets ETF$1,299,2130.0%21,7660.3%ETFShowing largest 100 holdings. 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