Meridian Investment Counsel Inc. Portfolio Stock Holdings
Meridian Investment Counsel Inc. disclosed 237 stock positions valued at approximately $419.9 million in its latest SEC 13F filing. The largest holdings include TAIWAN SEMICONDUCTOR MANUFAC, APPLE INC, and ISHARES GOLD TR. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 237
- Portfolio Value
- $419.9M
Holdings by Sector
Meridian Investment Counsel Inc. Portfolio Holdings in Q1 2026
234 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 6.81% | 84,644 | -1,131 | -1.32% | $28,605,440 |
| APPLE INC | AAPL | Technology | 4.28% | 70,875 | +103 | +0.15% | $17,987,253 |
| ISHARES GOLD TR | IAU | Other | 2.56% | 121,970 | -1,077 | -0.88% | $10,752,875 |
| MICROSOFT CORP | MSFT | Technology | 2.46% | 27,939 | +111 | +0.40% | $10,342,262 |
| CHEVRON CORPORATION | CVX | Energy | 2.15% | 43,539 | -247 | -0.56% | $9,008,219 |
| SELECT SECTOR SPDR TR | XLU | Other | 1.76% | 160,638 | +3,455 | +2.20% | $7,371,694 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.59% | 45,515 | - | - | $6,657,934 |
| WALMART INC | WMT | Consumer Defensive | 1.57% | 52,974 | -724 | -1.35% | $6,583,609 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 1.41% | 20,593 | - | - | $5,910,191 |
| ABBVIE INC | ABBV | Healthcare | 1.36% | 26,331 | -220 | -0.83% | $5,726,729 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.36% | 23,427 | -293 | -1.24% | $5,726,496 |
| ISHARES TR | IWM | Other | 1.32% | 22,427 | +614 | +2.81% | $5,561,896 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 1.28% | 18,363 | - | - | $5,356,120 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 1.26% | 8,550 | -15 | -0.18% | $5,273,490 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.22% | 26,759 | +224 | +0.84% | $5,135,587 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 1.09% | 25,195 | +10,034 | +66.18% | $4,596,324 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.07% | 9,405 | -798 | -7.82% | $4,506,876 |
| GILEAD SCIENCES INC | GILD | Healthcare | 1.07% | 32,150 | +30 | +0.09% | $4,480,746 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.04% | 26,892 | +638 | +2.43% | $4,349,243 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 1.01% | 144,390 | +1,240 | +0.87% | $4,258,061 |
| FEDEX CORP | FDX | Industrials | 1.00% | 11,812 | -50 | -0.42% | $4,207,198 |
| ISHARES TR | IGM | Other | 1.00% | 35,257 | -300 | -0.84% | $4,178,307 |
| ADOBE INC | ADBE | Technology | 0.98% | 16,850 | -40 | -0.24% | $4,095,898 |
| BANK AMERICA CORP | BAC | Financial Services | 0.95% | 82,249 | +306 | +0.37% | $4,009,639 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.94% | 12,031 | -100 | -0.82% | $3,956,876 |
| META PLATFORMS INC | META | Communication Services | 0.94% | 6,873 | +22 | +0.32% | $3,932,249 |
| ORACLE CORP | ORCL | Technology | 0.88% | 25,048 | - | - | $3,684,811 |
| CBRE GROUP INC | CBRE | Real Estate | 0.84% | 26,084 | -50 | -0.19% | $3,533,339 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.83% | 7,568 | -26 | -0.34% | $3,505,422 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 0.82% | 58,837 | -425 | -0.72% | $3,440,199 |
| MCKESSON CORP | MCK | Healthcare | 0.80% | 3,904 | -2 | -0.05% | $3,378,365 |
| METLIFE INC | MET | Financial Services | 0.79% | 46,635 | -2,725 | -5.52% | $3,298,027 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.78% | 97,108 | -700 | -0.72% | $3,256,027 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.76% | 9,298 | -59 | -0.63% | $3,209,205 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.74% | 4,759 | -125 | -2.56% | $3,094,968 |
| QUALCOMM INC | QCOM | Technology | 0.72% | 23,359 | -3,685 | -13.63% | $3,008,172 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.71% | 8,855 | +3,999 | +82.35% | $2,991,573 |
| BARRICK MNG CORP | B | Other | 0.71% | 72,879 | +5,370 | +7.95% | $2,972,734 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 0.70% | 37,310 | -50 | -0.13% | $2,934,805 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.70% | 58,600 | - | - | $2,928,263 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.68% | 4 | - | - | $2,872,560 |
| CITIGROUP INC | C | Financial Services | 0.68% | 25,176 | - | - | $2,855,210 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.66% | 112,702 | +7,506 | +7.14% | $2,789,375 |
| GE VERNOVA INC | GEV | Utilities | 0.65% | 3,147 | -12 | -0.38% | $2,747,016 |
| GE AEROSPACE | GE | Industrials | 0.64% | 9,537 | -50 | -0.52% | $2,706,431 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.64% | 18,305 | +50 | +0.27% | $2,683,632 |
| CISCO SYS INC | CSCO | Technology | 0.64% | 34,546 | +8,501 | +32.64% | $2,680,421 |
| HEALTHPEAK PROPERTIES INC | DOC | Real Estate | 0.63% | 159,891 | +7,543 | +4.95% | $2,627,009 |
| SPDR INDEX SHS FDS | CWI | Other | 0.62% | 71,239 | - | - | $2,606,635 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.62% | 8,835 | +42 | +0.48% | $2,598,904 |
| SPDR SERIES TRUST | XBI | Other | 0.60% | 19,578 | +5,312 | +37.24% | $2,500,698 |
| AMGEN INC | AMGN | Healthcare | 0.59% | 7,040 | - | - | $2,477,024 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.58% | 33,999 | +346 | +1.03% | $2,445,548 |
| MEDTRONIC PLC | MDT | Other | 0.58% | 28,125 | - | - | $2,437,031 |
| FRANKLIN TEMPLETON ETF TR | FLGB | Other | 0.57% | 69,275 | +1,500 | +2.21% | $2,407,999 |
| BP PLC | BP | Energy | 0.56% | 50,202 | -1,000 | -1.95% | $2,359,494 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.56% | 7,184 | -10 | -0.14% | $2,341,481 |
| SPDR SERIES TRUST | XES | Other | 0.55% | 19,775 | +2,855 | +16.87% | $2,300,426 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.54% | 62,192 | -60 | -0.10% | $2,285,556 |
| SCHWAB STRATEGIC TR | FNDA | Other | 0.54% | 70,428 | +2,245 | +3.29% | $2,283,980 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.54% | 5,824 | +5,824 | +100.00% | $2,273,748 |
| NVIDIA CORPORATION | NVDA | Technology | 0.54% | 13,032 | +514 | +4.11% | $2,272,781 |
| ALPHABET INC | GOOG | Communication Services | 0.54% | 7,838 | +333 | +4.44% | $2,248,366 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.53% | 17,115 | -75 | -0.44% | $2,243,434 |
| VANGUARD STAR FDS | VXUS | Other | 0.51% | 27,902 | +3,670 | +15.15% | $2,151,523 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.51% | 8,858 | - | - | $2,147,091 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.51% | 74,560 | -587 | -0.78% | $2,140,618 |
| HONEYWELL INTL INC | HON | Industrials | 0.50% | 9,230 | +55 | +0.60% | $2,086,257 |
| LINDE PLC | LIN | Other | 0.49% | 4,180 | +310 | +8.01% | $2,072,277 |
| VANGUARD WORLD FD | VGT | Other | 0.49% | 2,943 | - | - | $2,053,390 |
| INVESCO QQQ TR | QQQ | Other | 0.47% | 3,446 | -500 | -12.67% | $1,988,962 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.46% | 38,658 | -1,860 | -4.59% | $1,940,623 |
| VANGUARD INDEX FDS | VOO | Other | 0.46% | 3,225 | +43 | +1.35% | $1,926,920 |
| WELLS FARGO & CO | WFC | Financial Services | 0.46% | 24,183 | - | - | $1,925,209 |
| SERVICENOW INC | NOW | Technology | 0.46% | 18,412 | +18,412 | +100.00% | $1,924,975 |
| WINNEBAGO INDS INC | WGO | Consumer Cyclical | 0.46% | 61,929 | -6,145 | -9.03% | $1,919,180 |
| ALPHABET INC | GOOGL | Communication Services | 0.44% | 6,475 | +286 | +4.62% | $1,861,951 |
| EXXON MOBIL CORP | XOM | Energy | 0.44% | 10,885 | -503 | -4.42% | $1,846,749 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.42% | 28,970 | -100 | -0.34% | $1,774,702 |
| EVEREST GROUP LTD | EG | Other | 0.42% | 5,355 | +50 | +0.94% | $1,750,282 |
| SPDR SERIES TRUST | DGT | Other | 0.41% | 10,221 | -100 | -0.97% | $1,732,947 |
| VANGUARD INDEX FDS | VB | Other | 0.41% | 6,611 | +214 | +3.35% | $1,731,553 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.39% | 33,049 | +4,995 | +17.80% | $1,617,088 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.38% | 24,845 | -100 | -0.40% | $1,592,068 |
| NUCOR CORP | NUE | Basic Materials | 0.38% | 9,320 | -432 | -4.43% | $1,576,012 |
| ISHARES TR | IJR | Other | 0.37% | 12,518 | +250 | +2.04% | $1,556,113 |
| PFIZER INC | PFE | Healthcare | 0.37% | 54,925 | -8,578 | -13.51% | $1,542,305 |
| ARCBEST CORP | ARCB | Industrials | 0.36% | 15,235 | - | - | $1,498,515 |
| GENUINE PARTS CO | GPC | Consumer Cyclical | 0.35% | 14,016 | -400 | -2.77% | $1,482,192 |
| MGM RESORTS INTERNATIONAL | MGM | Consumer Cyclical | 0.35% | 39,550 | -1,100 | -2.71% | $1,463,746 |
| INTEL CORP | INTC | Technology | 0.34% | 32,470 | - | - | $1,432,901 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.33% | 15,053 | - | - | $1,398,123 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.33% | 23,715 | - | - | $1,393,968 |
| MGIC INVT CORP WIS | MTG | Financial Services | 0.33% | 52,900 | - | - | $1,388,625 |
| WEYERHAEUSER CO | WY | Real Estate | 0.32% | 54,189 | -300 | -0.55% | $1,323,837 |
| VANECK ETF TRUST | GDX | Other | 0.30% | 13,942 | +1,002 | +7.74% | $1,279,457 |
| RTX CORPORATION | RTX | Industrials | 0.30% | 6,544 | - | - | $1,262,338 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.30% | 6,026 | +65 | +1.09% | $1,255,035 |
| ISHARES TR | IHI | Other | 0.29% | 22,907 | +175 | +0.77% | $1,222,088 |
| ISHARES TR | QUAL | Other | 0.28% | 6,234 | - | - | $1,195,744 |