Q2 2026 13F · SEC CIK 1427351

Meridian Investment Counsel Inc.

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $465.9M
Reported positions: 250
Top holdings a year, 3 yrs: +17.3%
Assets under management: $723.4M

Meridian Investment Counsel Inc. is a wealth manager that reported 250 positions worth $465.9M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 8.2%), Apple Inc (AAPL, 4.3%), Microsoft Corp (MSFT, 2.2%). A portfolio copying its top holdings returned 17.3% a year over the last 3 years, against 20.4% for the S&P 500.

Meridian Investment Counsel Inc. holdings largest 50 of 250 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meridian Investment Counsel Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TSMTaiwan Semiconductor Manufac	8.2%	6.8%	80,217	-5.2%	$38.3M
AAPLApple Inc	4.3%	4.3%	69,901	-1.4%	$20.2M
MSFTMicrosoft Corp	2.2%	2.5%	27,458	-1.7%	$10.2M
MUMicron Technology Inc	2.0%	0.7%	8,225	-7.1%	$9.5M
IAUIshares Gold Trust	1.9%	2.6%	117,933	-3.3%	$8.9M
CVXChevron Corp New	1.7%	2.1%	47,992	+10.2%	$8.0M
XLUSpdr	1.5%	1.8%	158,645	-1.2%	$7.2M
IWMIshares	1.4%	1.3%	22,352	-0.3%	$6.7M
BACBank of Amer Corp	1.4%	1.0%	113,224	+37.7%	$6.5M
ABBVAbbvie Inc	1.4%	1.4%	25,506	-3.1%	$6.4M
NSCNorfolk Southn Corp	1.4%	1.4%	20,292	-1.5%	$6.4M
WMTWalmart Inc	1.3%	1.6%	52,792	-0.3%	$6.0M
TRVTravelers Companies Inc	1.3%	1.3%	18,063	-1.6%	$6.0M
IGMIshares Tr	1.2%	1.0%	35,257	+0.0%	$5.8M
JNJJohnson & Johnson	1.2%	1.4%	22,704	-3.1%	$5.8M
MDYState Street Spdr S&p Midcap 400 ETF Tru	1.2%	1.3%	8,192	-4.2%	$5.8M
RSPInvesco S&p 500 Equal Weight ETF	1.2%	1.2%	26,636	-0.5%	$5.7M
COFCapital One Financial Corp	1.2%	1.1%	27,209	+8.0%	$5.5M
QQnity Electronics Inc	1.2%	0.8%	32,948	+8.9%	$5.4M
PLTRPalantir Technologies Inclass Class A	1.1%	1.6%	43,915	-3.5%	$5.1M
CGXUCapital Group Intl Focus Eqt	1.1%	1.0%	143,090	-0.9%	$5.0M
XLISelect Sector Spdr Tr	1.0%	1.0%	26,122	-2.9%	$4.8M
METAMeta Platforms Inc Class A	1.0%	0.9%	7,950	+15.7%	$4.5M
CRWDCrowdstrike Hldgs Inc Class A	0.9%	—	5,745	—	$4.4M
INTCIntel Corp	0.9%	—	31,100	—	$4.3M
HDHome Depot Inc Com	0.9%	0.9%	12,023	-0.1%	$4.2M
QCOMQualcomm Inc	0.9%	0.7%	21,864	-6.4%	$4.0M
GILDGilead Sciences	0.9%	1.1%	31,450	-2.2%	$4.0M
DIAState Street Spdr Dow Jones Industrial A	0.8%	0.8%	7,568	+0.0%	$4.0M
CSCOCisco Sys Inc	0.8%	0.6%	33,546	-2.9%	$3.9M
METMetlife Inc	0.8%	0.8%	43,720	-6.3%	$3.7M
FDXFedex Corp	0.8%	1.0%	11,742	-0.6%	$3.7M
ORCLOracle Corp	0.8%	0.9%	25,029	-0.1%	$3.7M
GEVGe Vernova Inc	0.8%	0.7%	3,115	-1.0%	$3.7M
BRK-BBerkshire Hathaway Inc Del	0.8%	1.1%	7,263	-22.8%	$3.6M
BTIBritish Amern Tob PLC	0.8%	0.8%	57,653	-2.0%	$3.6M
GEGe Aerospace	0.8%	0.6%	9,438	-1.0%	$3.5M
CBRECBRE Group, Inc. Class A	0.8%	0.8%	26,084	+0.0%	$3.5M
CCitigroup Inc Com New	0.8%	0.7%	24,951	-0.9%	$3.5M
ADBEAdobe Inc	0.7%	1.0%	16,755	-0.6%	$3.4M
PEAKHealthpeak Properties Inc	0.7%	0.6%	158,571	-0.8%	$3.4M
MCKMckesson Corp Com	0.7%	0.8%	4,407	+12.9%	$3.3M
XBISpdr Series Trust	0.7%	—	20,053	—	$3.2M
SPYSpdr S&p 500 ETF Tr	0.7%	0.7%	4,137	-13.1%	$3.1M
SCHFSchwab Intl Equity	0.7%	0.7%	111,277	-1.3%	$3.1M
CPCanadian Pacific Kansas City	0.7%	0.7%	35,325	-5.3%	$3.1M
NVONovo-Nordisk A S	0.6%	—	63,091	—	$3.0M
KMIKinder Morgan Inc Del Com	0.6%	0.8%	93,573	-3.6%	$3.0M
JPMJpmorgan Chase & Co	0.6%	—	8,925	—	$2.9M
XLVSelect Sector Spdr Tr	0.6%	0.6%	18,205	-0.5%	$2.9M

What Meridian Investment Counsel Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.3% /yr; S&P 500 +20.1%
3 years: +17.3% /yr; S&P 500 +20.4%
5 years: +8.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$465.9M	250
Q1 2026	$419.9M	237
Q4 2025	$415.0M	239
Q3 2025	$404.9M	233
Q2 2025	$367.5M	224
Q1 2025	$339.7M	211
Q4 2024	$335.0M	213
Q3 2024	$330.9M	212
Q2 2024	$316.2M	213
Q1 2024	$300.7M	206
Q4 2023	$291.3M	206
Q3 2023	$266.9M	204

Questions about Meridian Investment Counsel Inc.'s portfolio

What stocks does Meridian Investment Counsel Inc. own?

Meridian Investment Counsel Inc.'s latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 250 positions worth $465.9M. The largest are Taiwan Semiconductor Manufac (TSM) at 8.2%, Apple Inc (AAPL) at 4.3%, Microsoft Corp (MSFT) at 2.2%, Micron Technology Inc (MU) at 2.0% and Ishares Gold Trust (IAU) at 1.9%.

What did Meridian Investment Counsel Inc. buy last quarter?

In Q2 2026, Meridian Investment Counsel Inc. added Bank of Amer Corp (BAC) (+37.7% shares), Meta Platforms Inc Class A (META) (+15.7% shares) and Mckesson Corp Com (MCK) (+12.9% shares), compared with its Q1 2026 filing.

What did Meridian Investment Counsel Inc. sell last quarter?

In Q2 2026, Meridian Investment Counsel Inc. cut from its top 50 L3harris Technologies Inc (LHX), cut from its top 50 Barrick Mng Corp (B), cut from its top 50 Select Sector Spdr Tr (XLB), cut from its top 50 Berkshire Hathaway Inc Del (BRK-A), cut from its top 50 Spdr Index Shs Fds (CWI), Berkshire Hathaway Inc Del (BRK-B) (-22.8% shares), Spdr S&p 500 ETF Tr (SPY) (-13.1% shares) and Micron Technology Inc (MU) (-7.1% shares), compared with its Q1 2026 filing.

How has Meridian Investment Counsel Inc.'s portfolio performed?

A portfolio copying Meridian Investment Counsel Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.3% against +20.1%. Over 5 years: +8.2% a year against +11.6%.

When is Meridian Investment Counsel Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Meridian Investment Counsel Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Meridian Investment Counsel Inc. manage?

Meridian Investment Counsel Inc. reported $723.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $465.9M.