Meridian Investment Counsel Inc. Top Holdings and 13F Report (2026)

About Meridian Investment Counsel Inc.

Investment Activity

Meridian Investment Counsel Inc. has $419.91 million in total holdings as of March 31, 2026.
Meridian Investment Counsel Inc. owns shares of 237 different stocks, but just 90 companies or ETFs make up 80% of its holdings.
Approximately 3.82% of the portfolio was purchased this quarter.
About 2.47% of the portfolio was sold this quarter.
This quarter, Meridian Investment Counsel Inc. has purchased 239 new stocks and bought additional shares in 57 stocks.
Meridian Investment Counsel Inc. sold shares of 74 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Taiwan Semiconductor Manufacturing: $28,605,440
Apple: $17,987,253
iShares Gold Trust: $10,752,875
Microsoft: $10,342,262
Chevron: $9,008,219

Largest New Holdings this Quarter

22788C105 - CrowdStrike: $2,273,748 Holding
81762P102 - ServiceNow: $1,924,975 Holding
020002101 - Allstate: $562,306 Holding
038222105 - Applied Materials: $233,784 Holding
780259305 - Shell: $232,500 Holding

Largest Purchases this Quarter

CrowdStrike: 5,824 shares (about $2.27M)
ServiceNow: 18,412 shares (about $1.92M)
Capital One Financial: 10,034 shares (about $1.83M)
Micron Technology: 3,999 shares (about $1.35M)
QNITY ELECTRONICS INC: 9,134 shares (about $1.05M)

Largest Sales this Quarter

DuPont de Nemours: 27,818 shares (about $1.27M)
SLB: 13,500 shares (about $693.77K)
Qualcomm: 3,685 shares (about $474.55K)
Berkshire Hathaway: 798 shares (about $382.40K)
Taiwan Semiconductor Manufacturing: 1,131 shares (about $382.22K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TSM Taiwan Semiconductor Manufacturing	$28,605,440	$382,221 â–¼	-1.3%	84,644	6.8%	Computer and Technology
AAPL Apple	$17,987,253	$26,140 â–²	0.1%	70,875	4.3%	Computer and Technology
IAU iShares Gold Trust	$10,752,875	$94,948 â–¼	-0.9%	121,970	2.6%	Finance
MSFT Microsoft	$10,342,262	$41,089 â–²	0.4%	27,939	2.5%	Computer and Technology
CVX Chevron	$9,008,219	$51,104 â–¼	-0.6%	43,539	2.1%	Energy
XLU Utilities Select Sector SPDR Fund	$7,371,694	$158,550 â–²	2.2%	160,638	1.8%	ETF
PALANTIR TECHNOLOGIES INC	$6,657,934		0.0%	45,515	1.6%	CL A
WALMART INC	$6,583,609	$89,979 â–¼	-1.3%	52,974	1.6%	COM
NSC Norfolk Southern	$5,910,191		0.0%	20,593	1.4%	Transportation
ABBV AbbVie	$5,726,729	$47,848 â–¼	-0.8%	26,331	1.4%	Medical
JNJ Johnson & Johnson	$5,726,496	$71,621 â–¼	-1.2%	23,427	1.4%	Medical
IWM iShares Russell 2000 ETF	$5,561,896	$152,272 â–²	2.8%	22,427	1.3%	Finance
TRV Travelers Companies	$5,356,120		0.0%	18,363	1.3%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$5,273,490	$9,252 â–¼	-0.2%	8,550	1.3%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$5,135,587	$42,990 â–²	0.8%	26,759	1.2%	ETF
COF Capital One Financial	$4,596,324	$1,830,503 â–²	66.2%	25,195	1.1%	Finance
BRK.B Berkshire Hathaway	$4,506,876	$382,402 â–¼	-7.8%	9,405	1.1%	Finance
GILD Gilead Sciences	$4,480,746	$4,181 â–²	0.1%	32,150	1.1%	Medical
XLI Industrial Select Sector SPDR Fund	$4,349,243	$103,184 â–²	2.4%	26,892	1.0%	ETF
CGXU Capital Group International Focus Equity ETF	$4,258,061	$36,568 â–²	0.9%	144,390	1.0%	ETF
FDX FedEx	$4,207,198	$17,809 â–¼	-0.4%	11,812	1.0%	Transportation
IGM iShares Expanded Tech Sector ETF	$4,178,307	$35,553 â–¼	-0.8%	35,257	1.0%	ETF
ADBE Adobe	$4,095,898	$9,723 â–¼	-0.2%	16,850	1.0%	Computer and Technology
BAC Bank of America	$4,009,639	$14,918 â–²	0.4%	82,249	1.0%	Finance
HD Home Depot	$3,956,876	$32,889 â–¼	-0.8%	12,031	0.9%	Retail/Wholesale
META Meta Platforms	$3,932,249	$12,587 â–²	0.3%	6,873	0.9%	Computer and Technology
ORCL Oracle	$3,684,811		0.0%	25,048	0.9%	Computer and Technology
CBRE CBRE Group	$3,533,339	$6,773 â–¼	-0.2%	26,084	0.8%	Finance
DIA SPDR Dow Jones Industrial Average ETF Trust	$3,505,422	$12,043 â–¼	-0.3%	7,568	0.8%	Finance
QNITY ELECTRONICS INC	$3,490,360	$1,053,881 â–²	43.3%	30,251	0.8%	COMMON STOCK
BTI British American Tobacco	$3,440,199	$24,850 â–¼	-0.7%	58,837	0.8%	Consumer Staples
MCK McKesson	$3,378,365	$1,731 â–¼	-0.1%	3,904	0.8%	Medical
MET MetLife	$3,298,027	$192,712 â–¼	-5.5%	46,635	0.8%	Finance
KMI Kinder Morgan	$3,256,027	$23,471 â–¼	-0.7%	97,108	0.8%	Energy
LHX L3Harris Technologies	$3,209,205	$20,364 â–¼	-0.6%	9,298	0.8%	Aerospace
SPY SPDR S&P 500 ETF Trust	$3,094,968	$81,292 â–¼	-2.6%	4,759	0.7%	Finance
QCOM Qualcomm	$3,008,172	$474,554 â–¼	-13.6%	23,359	0.7%	Computer and Technology
MU Micron Technology	$2,991,573	$1,351,022 â–²	82.4%	8,855	0.7%	Computer and Technology
BARRICK MNG CORP	$2,972,734	$219,042 â–²	8.0%	72,879	0.7%	COM SHS
CP Canadian Pacific Kansas City	$2,934,805	$3,933 â–¼	-0.1%	37,310	0.7%	Transportation
XLB Materials Select Sector SPDR Fund	$2,928,263		0.0%	58,600	0.7%	ETF
BRK.A Berkshire Hathaway	$2,872,560		0.0%	4	0.7%	Finance
C Citigroup	$2,855,210		0.0%	25,176	0.7%	Financial Services
SCHF Schwab International Equity ETF	$2,789,375	$185,774 â–²	7.1%	112,702	0.7%	ETF
GE VERNOVA INC	$2,747,016	$10,475 â–¼	-0.4%	3,147	0.7%	COM
GE GE Aerospace	$2,706,431	$14,189 â–¼	-0.5%	9,537	0.6%	Aerospace
XLV Health Care Select Sector SPDR Fund	$2,683,632	$7,330 â–²	0.3%	18,305	0.6%	ETF
CSCO Cisco Systems	$2,680,421	$659,592 â–²	32.6%	34,546	0.6%	Computer and Technology
HEALTHPEAK PROPERTIES INC	$2,627,009	$123,931 â–²	5.0%	159,891	0.6%	COM
CWI SPDR MSCI ACWI ex-US ETF	$2,606,635		0.0%	71,239	0.6%	ETF
JPM JPMorgan Chase & Co.	$2,598,904	$12,355 â–²	0.5%	8,835	0.6%	Finance
XBI SPDR S&P Biotech ETF	$2,500,698	$678,502 â–²	37.2%	19,578	0.6%	ETF
AMGN Amgen	$2,477,024		0.0%	7,040	0.6%	Medical
UBER Uber Technologies	$2,445,548	$24,888 â–²	1.0%	33,999	0.6%	Computer and Technology
MDT Medtronic	$2,437,031		0.0%	28,125	0.6%	Medical
FLGB Franklin FTSE United Kingdom ETF	$2,407,999	$52,140 â–²	2.2%	69,275	0.6%	ETF
BP BP	$2,359,494	$47,000 â–¼	-2.0%	50,202	0.6%	Energy
CB Chubb	$2,341,481	$3,259 â–¼	-0.1%	7,184	0.6%	Finance
XES SPDR S&P Oil & Gas Equipment & Services ETF	$2,300,426	$332,122 â–²	16.9%	19,775	0.5%	ETF
NVO Novo Nordisk A/S	$2,285,556	$2,205 â–¼	-0.1%	62,192	0.5%	Medical
FNDA Schwab Fundamental U.S. Small Company ETF	$2,283,980	$72,805 â–²	3.3%	70,428	0.5%	ETF
CRWD CrowdStrike	$2,273,748	$2,273,748 â–²	New Holding	5,824	0.5%	Computer and Technology
NVDA NVIDIA	$2,272,781	$89,642 â–²	4.1%	13,032	0.5%	Computer and Technology
GOOG Alphabet	$2,248,366	$95,523 â–²	4.4%	7,838	0.5%	Computer and Technology
AEP American Electric Power	$2,243,434	$9,831 â–¼	-0.4%	17,115	0.5%	Utilities
VXUS Vanguard Total International Stock ETF	$2,151,523	$282,994 â–²	15.1%	27,902	0.5%	ETF
IBM International Business Machines	$2,147,091		0.0%	8,858	0.5%	Computer and Technology
CMCSA Comcast	$2,140,618	$16,853 â–¼	-0.8%	74,560	0.5%	Consumer Discretionary
HON Honeywell International	$2,086,257	$12,432 â–²	0.6%	9,230	0.5%	Multi-Sector Conglomerates
LINDE PLC	$2,072,277	$153,686 â–²	8.0%	4,180	0.5%	SHS
VGT Vanguard Information Technology ETF	$2,053,390		0.0%	2,943	0.5%	ETF
QQQ Invesco QQQ	$1,988,962	$288,590 â–¼	-12.7%	3,446	0.5%	Finance
VZ Verizon Communications	$1,940,623	$93,372 â–¼	-4.6%	38,658	0.5%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,926,920	$25,692 â–²	1.4%	3,225	0.5%	ETF
WFC Wells Fargo & Company	$1,925,209		0.0%	24,183	0.5%	Finance
NOW ServiceNow	$1,924,975	$1,924,975 â–²	New Holding	18,412	0.5%	Computer and Technology
WGO Winnebago Industries	$1,919,180	$190,434 â–¼	-9.0%	61,929	0.5%	Auto/Tires/Trucks
GOOGL Alphabet	$1,861,951	$82,242 â–²	4.6%	6,475	0.4%	Computer and Technology
XOM ExxonMobil	$1,846,749	$85,339 â–¼	-4.4%	10,885	0.4%	Energy
XLE Energy Select Sector SPDR Fund	$1,774,702	$6,126 â–¼	-0.3%	28,970	0.4%	ETF
EG Everest Group	$1,750,282	$16,343 â–²	0.9%	5,355	0.4%	Finance
DGT SPDR Global Dow ETF	$1,732,947	$16,955 â–¼	-1.0%	10,221	0.4%	ETF
VB Vanguard Small-Cap ETF	$1,731,553	$56,051 â–²	3.3%	6,611	0.4%	ETF
FNDF Schwab Fundamental International Equity ETF	$1,617,088	$244,405 â–²	17.8%	33,049	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,592,068	$6,408 â–¼	-0.4%	24,845	0.4%	ETF
NUE Nucor	$1,576,012	$73,051 â–¼	-4.4%	9,320	0.4%	Basic Materials
IJR iShares Core S&P Small-Cap ETF	$1,556,113	$31,078 â–²	2.0%	12,518	0.4%	ETF
PFE Pfizer	$1,542,305	$240,872 â–¼	-13.5%	54,925	0.4%	Medical
ARCB ArcBest	$1,498,515		0.0%	15,235	0.4%	Transportation
GPC Genuine Parts	$1,482,192	$42,300 â–¼	-2.8%	14,016	0.4%	Retail/Wholesale
MGM MGM Resorts International	$1,463,746	$40,711 â–¼	-2.7%	39,550	0.3%	Consumer Discretionary
INTC Intel	$1,432,901		0.0%	32,470	0.3%	Computer and Technology
NEE NextEra Energy	$1,398,123		0.0%	15,053	0.3%	Utilities
FCX Freeport-McMoRan	$1,393,968		0.0%	23,715	0.3%	Basic Materials
MTG MGIC Investment	$1,388,625		0.0%	52,900	0.3%	Finance
WY Weyerhaeuser	$1,323,837	$7,329 â–¼	-0.6%	54,189	0.3%	Construction
GDX VanEck Gold Miners ETF	$1,279,457	$91,954 â–²	7.7%	13,942	0.3%	ETF
RTX RTX	$1,262,338		0.0%	6,544	0.3%	Aerospace
AMZN Amazon.com	$1,255,035	$13,538 â–²	1.1%	6,026	0.3%	Retail/Wholesale
IHI iShares U.S. Medical Devices ETF	$1,222,088	$9,336 â–²	0.8%	22,907	0.3%	ETF

Showing largest 100 holdings. View all holdings.

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Meridian Investment Counsel Inc. Top Holdings and 13F Report (2026)

About Meridian Investment Counsel Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Meridian Investment Counsel Inc. Top Holdings and 13F Report (2026)

About Meridian Investment Counsel Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeridian Investment Counsel Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools