Meridian Investment Counsel Inc. 13F Holdings · Q2 2026
Meridian Investment Counsel Inc. reported 250 securities worth $465.87M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSM (8.22%), AAPL (4.34%), MSFT (2.20%). Among its top 25 positions this quarter: 5 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.3M | 8.22% | 80,217 | Trimmed |
| 2 | AAPL | APPLE INC | $20.2M | 4.34% | 69,901 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $10.2M | 2.20% | 27,458 | Trimmed |
| 4 | MU | MICRON TECHNOLOGY INC | $9.5M | 2.04% | 8,225 | Trimmed |
| 5 | IAU | ISHARES GOLD TR | $8.9M | 1.91% | 117,933 | Trimmed |
| 6 | CVX | CHEVRON CORPORATION | $8.0M | 1.71% | 47,992 | Added |
| 7 | XLU | SELECT SECTOR SPDR TR | $7.2M | 1.54% | 158,645 | Trimmed |
| 8 | IWM | ISHARES TR | $6.7M | 1.44% | 22,352 | Trimmed |
| 9 | ABBV | ABBVIE INC | $6.4M | 1.38% | 25,506 | Trimmed |
| 10 | BAC | BANK OF AMER CORP | $6.5M | 1.38% | 113,224 | Added |
| 11 | NSC | NORFOLK SOUTHN CORP | $6.4M | 1.37% | 20,292 | Trimmed |
| 12 | TRV | TRAVELERS COMPANIES INC | $6.0M | 1.28% | 18,063 | Trimmed |
| 13 | WMT | WALMART INC | $6.0M | 1.28% | 52,792 | Trimmed |
| 14 | IGM | ISHARES TR | $5.8M | 1.24% | 35,257 | Hold |
| 15 | JNJ | JOHNSON & JOHNSON | $5.8M | 1.24% | 22,704 | Trimmed |
| 16 | MDY | STATE STR SPDR S&P MIDCAP 40 | $5.8M | 1.24% | 8,192 | Trimmed |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $5.7M | 1.22% | 26,636 | Trimmed |
| 18 | COF | CAPITAL ONE FINL CORP | $5.5M | 1.17% | 27,209 | Added |
| 19 | Q | QNITY ELECTRONICS INC | $5.4M | 1.15% | 32,948 | Added |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | $5.1M | 1.10% | 43,915 | Trimmed |
| 21 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $5.0M | 1.06% | 143,090 | Trimmed |
| 22 | XLI | SELECT SECTOR SPDR TR | $4.8M | 1.04% | 26,122 | Trimmed |
| 23 | META | META PLATFORMS INC | $4.5M | 0.96% | 7,950 | Added |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | $4.4M | 0.94% | 5,745 | Trimmed |
| 25 | INTC | INTEL CORP | $4.3M | 0.93% | 31,100 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR