MERIDIAN INVESTMENT COUNSEL INC.
Q2 2026 13F filing
Updated 52 days ago250 disclosed positions worth $465.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $38.3M | 80.2K | 8.22% | Trimmed(-5.2%) |
| 2 | A AAPL APPLE INC | $20.2M | 69.9K | 4.34% | Trimmed(-1.4%) |
| 3 | M MSFT MICROSOFT CORP | $10.2M | 27.5K | 2.20% | Trimmed(-1.7%) |
| 4 | M MU MICRON TECHNOLOGY INC | $9.5M | 8.2K | 2.04% | Trimmed(-7.1%) |
| 5 | I IAU ISHARES GOLD TR | $8.9M | 117.9K | 1.91% | Trimmed(-3.3%) |
| 6 | C CVX CHEVRON CORPORATION | $8M | 48.0K | 1.71% | Added(+10.2%) |
| 7 | S STT-PG SELECT SECTOR SPDR TR | $7.2M | 158.6K | 1.54% | Trimmed(-1.2%) |
| 8 | E ETHA ISHARES TR | $6.7M | 22.4K | 1.44% | Trimmed(-0.3%) |
| 9 | B BAC-PS BANK OF AMER CORP | $6.5M | 113.2K | 1.38% | Added(+37.7%) |
| 10 | A ABBV ABBVIE INC | $6.4M | 25.5K | 1.38% | Trimmed(-3.1%) |
| 11 | N NSC NORFOLK SOUTHN CORP | $6.4M | 20.3K | 1.37% | Trimmed(-1.5%) |
| 12 | W WMT WALMART INC | $6M | 52.8K | 1.28% | Trimmed(-0.3%) |
| 13 | T TRV TRAVELERS COMPANIES INC | $6M | 18.1K | 1.28% | Trimmed(-1.6%) |
| 14 | ? N/A ISHARES TR | $5.8M | 35.3K | 1.24% | Unchanged |
| 15 | J JNJ JOHNSON & JOHNSON | $5.8M | 22.7K | 1.24% | Trimmed(-3.1%) |
| 16 | M MDY STATE STR SPDR S&P MIDCAP 40 | $5.8M | 8.2K | 1.24% | Trimmed(-4.2%) |
| 17 | I IVZ INVESCO EXCHANGE TRADED FD T | $5.7M | 26.6K | 1.22% | Trimmed(-0.5%) |
| 18 | C COF-PN CAPITAL ONE FINL CORP | $5.5M | 27.2K | 1.17% | Added(+8.0%) |
| 19 | Q Q QNITY ELECTRONICS INC | $5.4M | 32.9K | 1.16% | Added(+8.9%) |
| 20 | P PLTR PALANTIR TECHNOLOGIES INC | $5.1M | 43.9K | 1.10% | Trimmed(-3.5%) |
| 21 | C COF-PN CAPITAL GROUP INTL FOCUS EQT | $5M | 143.1K | 1.06% | Trimmed(-0.9%) |
| 22 | S STT-PG SELECT SECTOR SPDR TR | $4.8M | 26.1K | 1.04% | Trimmed(-2.9%) |
| 23 | M META META PLATFORMS INC | $4.5M | 8.0K | 0.96% | Added(+15.7%) |
| 24 | C CRWD CROWDSTRIKE HLDGS INC | $4.4M | 5.7K | 0.94% | Trimmed(-1.4%) |
| 25 | I INTC INTEL CORP | $4.3M | 31.1K | 0.93% | Trimmed(-4.2%) |
| 26 | H HD HOME DEPOT INC | $4.2M | 12.0K | 0.91% | Trimmed(-0.1%) |
| 27 | Q QCOM QUALCOMM INC | $4M | 21.9K | 0.87% | Trimmed(-6.4%) |
| 28 | G GILD GILEAD SCIENCES INC | $4M | 31.4K | 0.85% | Trimmed(-2.2%) |
| 29 | D DIA STATE STR SPDR DOW JONES IND | $4M | 7.6K | 0.85% | Unchanged |
| 30 | C CSCO CISCO SYS INC | $3.9M | 33.5K | 0.85% | Trimmed(-2.9%) |
| 31 | M MET-PF METLIFE INC | $3.7M | 43.7K | 0.79% | Trimmed(-6.3%) |
| 32 | F FDX FEDEX CORP | $3.7M | 11.7K | 0.79% | Trimmed(-0.6%) |
| 33 | O ORCL-PD ORACLE CORP | $3.7M | 25.0K | 0.79% | Trimmed(-0.1%) |
| 34 | G GEV GE VERNOVA INC | $3.7M | 3.1K | 0.79% | Trimmed(-1.0%) |
| 35 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $3.6M | 7.3K | 0.78% | Trimmed(-22.8%) |
| 36 | B BTAFF BRITISH AMERN TOB PLC | $3.6M | 57.7K | 0.76% | Trimmed(-2.0%) |
| 37 | G GE GE AEROSPACE | $3.5M | 9.4K | 0.76% | Trimmed(-1.0%) |
| 38 | C CBRE CBRE GROUP INC | $3.5M | 26.1K | 0.75% | Unchanged |
| 39 | C C-PR CITIGROUP INC | $3.5M | 25.0K | 0.75% | Trimmed(-0.9%) |
| 40 | A ADBE ADOBE INC | $3.4M | 16.8K | 0.74% | Trimmed(-0.6%) |
| 41 | D DOC HEALTHPEAK PROPERTIES INC | $3.4M | 158.6K | 0.73% | Trimmed(-0.8%) |
| 42 | M MCK MCKESSON CORP | $3.3M | 4.4K | 0.71% | Added(+12.9%) |
| 43 | S STT-PG SPDR SERIES TRUST | $3.2M | 20.1K | 0.68% | Added(+2.4%) |
| 44 | S SPY STATE STR SPDR S&P 500 ETF T | $3.1M | 4.1K | 0.66% | Trimmed(-13.1%) |
| 45 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.1M | 111.3K | 0.66% | Trimmed(-1.3%) |
| 46 | C CP CANADIAN PACIFIC KANSAS CITY | $3.1M | 35.3K | 0.66% | Trimmed(-5.3%) |
| 47 | N NONOF NOVO-NORDISK A S | $3M | 63.1K | 0.65% | Added(+1.4%) |
| 48 | E EP-PC KINDER MORGAN INC DEL | $3M | 93.6K | 0.64% | Trimmed(-3.6%) |
| 49 | J JPM-PM JPMORGAN CHASE & CO | $2.9M | 8.9K | 0.63% | Added(+1.0%) |
| 50 | S STT-PG SELECT SECTOR SPDR TR | $2.9M | 18.2K | 0.62% | Trimmed(-0.6%) |