Meridian Investment Counsel Inc. Top Holdings and 13F Report (2026) About Meridian Investment Counsel Inc.Investment ActivityMeridian Investment Counsel Inc. has $431.01 million in total holdings as of September 30, 2026.Meridian Investment Counsel Inc. owns shares of 230 different stocks, but just 83 companies or ETFs make up 80% of its holdings.Approximately 2.69% of the portfolio was purchased this quarter.About 10.67% of the portfolio was sold this quarter.This quarter, Meridian Investment Counsel Inc. has purchased 250 new stocks and bought additional shares in 26 stocks.Meridian Investment Counsel Inc. sold shares of 113 stocks and completely divested from 27 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $34,551,374Apple $20,311,681Microsoft $13,186,146Chevron $9,829,853iShares Gold Trust $8,622,631 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,673,558 Holding808524748 - Schwab Fundamental International Small Equity ETF $582,812 Holding11135F101 - Broadcom $410,190 Holding816851109 - Sempra Energy $378,886 Holding739128106 - Powell Industries $325,036 Holding Largest Purchases this Quarter CrowdStrike 9,654 shares (about $2.56M)EXXONMOBIL HOLDINGS CORP 10,283 shares (about $1.67M)Schwab Fundamental International Equity ETF 28,875 shares (about $1.55M)iShares Global Healthcare ETF 12,145 shares (about $1.24M)Amazon.com 2,948 shares (about $734.49K) Largest Sales this Quarter Apple 8,909 shares (about $2.97M)Taiwan Semiconductor Manufacturing 4,478 shares (about $2.04M)Vanguard Total International Stock ETF 19,332 shares (about $1.64M)PALANTIR TECHNOLOGIES INC 7,405 shares (about $1.39M)Berkshire Hathaway 2,462 shares (about $1.23M) 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$34,551,374$2,042,819 ▼-5.6%75,7398.0%TechnologyAAPLApple$20,311,681$2,966,893 ▼-12.7%60,9924.7%TechnologyMSFTMicrosoft$13,186,146$897,062 ▼-6.4%25,7093.1%TechnologyCVXChevron$9,829,853$29,406 ▲0.3%48,1362.3%EnergyIAUiShares Gold Trust$8,622,631$587,937 ▼-6.4%110,4052.0%ETFMUMicron Technology$8,456,973$303,556 ▼-3.5%7,9402.0%TechnologyPALANTIR TECHNOLOGIES INC$6,829,196$1,385,105 ▼-16.9%36,5101.6%CL ABACBank of America$6,432,156$269,374 ▲4.4%118,1731.5%FinanceTRVTravelers Companies$6,345,878$93,762 ▼-1.5%17,8001.5%FinanceABBVAbbVie$6,216,425$455,690 ▼-6.8%23,7641.4%HealthcareNSCNorfolk Southern$6,190,506$79,722 ▼-1.3%20,0341.4%IndustrialsIWMiShares Russell 2000 ETF$6,083,846$127,552 ▼-2.1%21,8931.4%ETFIGMiShares Expanded Tech Sector ETF$5,942,939$16,904 ▼-0.3%35,1571.4%ETFJNJJohnson & Johnson$5,841,488$169,169 ▼-2.8%22,0651.4%HealthcareMETAMeta Platforms$5,601,290$163,891 ▼-2.8%7,7241.3%Communication ServicesXLUUtilities Select Sector SPDR Fund$5,323,428$933,547 ▼-14.9%134,9751.2%ETFRSPInvesco S&P 500 Equal Weight ETF$5,282,876$257,945 ▼-4.7%25,3961.2%ETFWALMART INC$5,272,901$213,244 ▼-3.9%50,7401.2%COMCGXUCapital Group International Focus Equity ETF$4,592,425$314,131 ▼-6.4%133,9291.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$4,574,258$805,831 ▼-15.0%6,9651.1%ETFGILDGilead Sciences$4,450,484$237,139 ▼-5.1%29,8591.0%HealthcareCOFCapital One Financial$4,347,936$905,305 ▼-17.2%22,5201.0%FinanceCRWDCrowdStrike$4,076,885$2,555,896 ▲168.0%15,3990.9%TechnologyADBEAdobe$3,956,611$63,584 ▼-1.6%16,4900.9%TechnologyQNITY ELECTRONICS INC$3,896,934$245,947 ▼-5.9%30,9920.9%COMMON STOCKDIASPDR Dow Jones Industrial Average ETF Trust$3,842,604$6,103 ▼-0.2%7,5560.9%ETFMCKMcKesson$3,678,213$84,527 ▼-2.2%4,3080.9%HealthcareINTCIntel$3,665,813$73,340 ▼-2.0%30,4900.9%TechnologyCSCOCisco Systems$3,599,789$10,763 ▼-0.3%33,4460.8%TechnologyORCLOracle$3,382,385$54,096 ▼-1.6%24,6350.8%TechnologyFNDFSchwab Fundamental International Equity ETF$3,357,333$1,552,031 ▲86.0%62,4620.8%ETFHDHome Depot$3,347,594$72,829 ▼-2.1%11,7670.8%Consumer DiscretionaryFDXFedEx$3,347,5270.0%11,7420.8%IndustrialsXLIIndustrial Select Sector SPDR Fund$3,343,608$1,018,244 ▼-23.3%20,0240.8%ETFCBRECBRE Group$3,286,776$64,235 ▼-1.9%25,5840.8%Real EstateCCitigroup$3,235,187$4,532 ▲0.1%24,9860.8%FinanceNOWServiceNow$3,143,741$105,198 ▼-3.2%23,4590.7%TechnologyBTIBritish American Tobacco$3,092,640$43,683 ▼-1.4%56,8500.7%Consumer StaplesMETMetLife$3,087,977$1,028,698 ▼-25.0%32,7950.7%FinanceVZVerizon Communications$3,045,531$593,602 ▲24.2%66,3950.7%Communication ServicesGE VERNOVA INC$2,985,489$24,713 ▲0.8%3,1410.7%COMQCOMQualcomm$2,971,510$1,052,341 ▼-26.2%16,1460.7%TechnologyAMGNAmgen$2,948,4620.0%6,9950.7%HealthcareXLVHealth Care Select Sector SPDR Fund$2,943,152$122,947 ▼-4.0%17,4750.7%ETFGEGE Aerospace$2,941,588$5,934 ▼-0.2%9,4190.7%IndustrialsSCHFSchwab International Equity ETF$2,936,076$120,703 ▼-3.9%106,8830.7%ETFVGTVanguard Information Technology ETF$2,926,603$10,054 ▼-0.3%23,2880.7%ETFJPMJPMorgan Chase & Co.$2,907,996$44,662 ▼-1.5%8,7900.7%FinanceCWISPDR MSCI ACWI ex-US ETF$2,789,866$48,492 ▼-1.7%69,0390.6%ETFSPYSPDR S&P 500 ETF Trust$2,752,332$402,669 ▼-12.8%3,6090.6%ETFKMIKinder Morgan$2,747,898$73,325 ▼-2.6%91,1410.6%EnergyXBISPDR S&P Biotech ETF$2,697,589$464,368 ▼-14.7%17,1080.6%ETFBARRICK MNG CORP$2,618,497$317,226 ▼-10.8%64,3840.6%COM SHSHEALTHPEAK PROPERTIES INC$2,567,902$598,760 ▼-18.9%128,5880.6%COMFNDASchwab Fundamental U.S. Small Company ETF$2,565,185$133,140 ▲5.5%73,2910.6%ETFQQQInvesco QQQ$2,475,2700.0%3,3460.6%ETFFLGBFranklin FTSE United Kingdom ETF$2,458,4140.0%68,5750.6%ETFXLBMaterials Select Sector SPDR Fund$2,426,741$276,131 ▼-10.2%49,8300.6%ETFIXJiShares Global Healthcare ETF$2,414,934$1,240,248 ▲105.6%23,6480.6%ETFCPCanadian Pacific Kansas City$2,402,799$603,359 ▼-20.1%28,2350.6%IndustrialsBRK.BBerkshire Hathaway$2,390,658$1,225,953 ▼-33.9%4,8010.6%FinanceMDTMedtronic$2,288,929$15,964 ▼-0.7%26,5260.5%HealthcareAMZNAmazon.com$2,178,568$734,494 ▲50.9%8,7440.5%Consumer DiscretionaryNUENucor$2,162,1880.0%9,2500.5%MaterialsXLEEnergy Select Sector SPDR Fund$2,143,767$31,365 ▲1.5%34,8580.5%ETFLHXL3Harris Technologies$2,099,765$43,804 ▼-2.0%8,8680.5%IndustrialsBPBP$2,092,164$73,683 ▼-3.4%47,5600.5%EnergyUBERUber Technologies$2,044,133$266,846 ▼-11.5%29,8370.5%IndustrialsGOOGLAlphabet$1,975,019$259,780 ▼-11.6%5,7400.5%Communication ServicesARCBArcBest$1,941,5480.0%15,2350.5%IndustrialsWFCWells Fargo & Company$1,930,646$20,013 ▼-1.0%24,1180.4%FinanceIBMInternational Business Machines$1,903,054$16,495 ▼-0.9%8,6530.4%TechnologySTXSeagate Technology$1,901,8650.0%2,0620.4%TechnologyDGTSPDR Global Dow ETF$1,841,882$9,283 ▼-0.5%9,9210.4%ETFGPCGenuine Parts$1,737,2240.0%13,8160.4%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$1,732,558$25,137 ▼-1.4%24,5370.4%ETFAEPAmerican Electric Power$1,729,178$239,060 ▼-12.1%14,5750.4%UtilitiesNVONovo Nordisk A/S$1,722,668$669,111 ▼-28.0%45,4410.4%HealthcareIJRiShares Core S&P Small-Cap ETF$1,709,7510.0%12,5680.4%ETFEXXONMOBIL HOLDINGS CORP$1,673,558$1,673,558 ▲New Holding10,2830.4%COM SHSCBChubb$1,668,207$930,540 ▼-35.8%5,1290.4%FinanceASTERA LABS INC$1,657,0400.0%4,6550.4%COMFCXFreeport-McMoRan$1,625,0500.0%23,2150.4%MaterialsGOOGAlphabet$1,508,115$170,370 ▼-10.2%4,4260.3%Communication ServicesBRK.ABerkshire Hathaway$1,494,0100.0%20.3%FinanceGDXVanEck Gold Miners ETF$1,483,293$70,240 ▲5.0%16,8940.3%ETFQUALiShares MSCI USA Quality Factor ETF$1,449,4490.0%6,5220.3%ETFCMCSAComcast$1,413,094$133,824 ▼-8.7%64,9400.3%Communication ServicesMTGMGIC Investment$1,366,9360.0%52,9000.3%FinanceVWOVanguard FTSE Emerging Markets ETF$1,294,975$4,033 ▲0.3%21,8340.3%ETFXESSPDR S&P Oil & Gas Equipment & Services ETF$1,285,294$359,224 ▼-21.8%11,9540.3%ETFALLAllstate$1,272,811$5,990 ▲0.5%5,7370.3%FinanceMSMorgan Stanley$1,262,0170.0%6,7100.3%FinanceRTXRTX$1,229,746$8,354 ▼-0.7%6,6240.3%IndustrialsKDPKeurig Dr Pepper$1,226,039$243,023 ▲24.7%40,4100.3%Consumer StaplesPFEPfizer$1,223,205$208,141 ▼-14.5%42,8890.3%HealthcareAXONAxon Enterprise$1,174,1830.0%2,7790.3%IndustrialsIJKiShares S&P Mid-Cap 400 Growth ETF$1,166,6890.0%10,6440.3%ETFLINDE PLC$1,161,943$788,868 ▼-40.4%2,4480.3%SHSDOCUDocusign$1,160,621$300,496 ▼-20.6%17,2840.3%TechnologyShowing largest 100 holdings. 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