Back to MERIDIAN INVESTMENT COUNSEL INC.

MERIDIAN INVESTMENT COUNSEL INC.

Q3 2026 13F filing

Updated 22 days ago

230 disclosed positions worth $431M

Portfolio value
$431M
Total holdings
230
New positions
7
Closed positions
27
Increased
26
Decreased
113
Turnover
14.8%
Filed
2026-10-14

Full holdings

Every line item disclosed in Q3 2026

T

TAIWAN SEMICONDUCTOR MANUFAC

-5.6%
Value
$34.6M
Shares
75.7K
% Port
8.02%
A

APPLE INC

-12.8%
Value
$20.3M
Shares
61.0K
% Port
4.71%
M

MICROSOFT CORP

-6.4%
Value
$13.2M
Shares
25.7K
% Port
3.06%
C
4.CVX

CHEVRON CORPORATION

+0.3%
Value
$9.8M
Shares
48.1K
% Port
2.28%
I
5.IAU

ISHARES GOLD TR

-6.4%
Value
$8.6M
Shares
110.4K
% Port
2.00%
M
6.MU

MICRON TECHNOLOGY INC

-3.5%
Value
$8.5M
Shares
7.9K
% Port
1.96%
P

PALANTIR TECHNOLOGIES INC

-16.9%
Value
$6.8M
Shares
36.5K
% Port
1.58%
B

BANK OF AMER CORP

+4.4%
Value
$6.4M
Shares
118.2K
% Port
1.49%
T
9.TRV

TRAVELERS COMPANIES INC

-1.5%
Value
$6.3M
Shares
17.8K
% Port
1.47%
A
10.ABBV

ABBVIE INC

-6.8%
Value
$6.2M
Shares
23.8K
% Port
1.44%
N
11.NSC

NORFOLK SOUTHN CORP

-1.3%
Value
$6.2M
Shares
20.0K
% Port
1.44%
E
12.ETHA

ISHARES TR

-2.0%
Value
$6.1M
Shares
21.9K
% Port
1.41%
?
13.N/A

ISHARES TR

-0.3%
Value
$5.9M
Shares
35.2K
% Port
1.38%
J
14.JNJ

JOHNSON & JOHNSON

-2.8%
Value
$5.8M
Shares
22.1K
% Port
1.36%
M
15.META

META PLATFORMS INC

-2.8%
Value
$5.6M
Shares
7.7K
% Port
1.30%
S

SELECT SECTOR SPDR TR

-14.9%
Value
$5.3M
Shares
135.0K
% Port
1.24%
I
17.IVZ

INVESCO EXCHANGE TRADED FD T

-4.7%
Value
$5.3M
Shares
25.4K
% Port
1.23%
W
18.WMT

WALMART INC

-3.9%
Value
$5.3M
Shares
50.7K
% Port
1.22%
C

CAPITAL GROUP INTL FOCUS EQT

-6.4%
Value
$4.6M
Shares
133.9K
% Port
1.07%
M
20.MDY

STATE STR SPDR S&P MIDCAP 40

-15.0%
Value
$4.6M
Shares
7.0K
% Port
1.06%
G
21.GILD

GILEAD SCIENCES INC

-5.1%
Value
$4.5M
Shares
29.9K
% Port
1.03%
C

CAPITAL ONE FINL CORP

-17.2%
Value
$4.3M
Shares
22.5K
% Port
1.01%
C
23.CRWD

CROWDSTRIKE HLDGS INC

+168.0%
Value
$4.1M
Shares
15.4K
% Port
0.95%
A
24.ADBE

ADOBE INC

-1.6%
Value
$4M
Shares
16.5K
% Port
0.92%
Q
25.Q

QNITY ELECTRONICS INC

-5.9%
Value
$3.9M
Shares
31.0K
% Port
0.90%
D
26.DIA

STATE STR SPDR DOW JONES IND

-0.2%
Value
$3.8M
Shares
7.6K
% Port
0.89%
M
27.MCK

MCKESSON CORP

-2.3%
Value
$3.7M
Shares
4.3K
% Port
0.85%
I
28.INTC

INTEL CORP

-2.0%
Value
$3.7M
Shares
30.5K
% Port
0.85%
C
29.CSCO

CISCO SYS INC

-0.3%
Value
$3.6M
Shares
33.4K
% Port
0.84%
O

ORACLE CORP

-1.6%
Value
$3.4M
Shares
24.6K
% Port
0.78%
S

SCHWAB STRATEGIC TR

+86.0%
Value
$3.4M
Shares
62.5K
% Port
0.78%
H
32.HD

HOME DEPOT INC

-2.1%
Value
$3.3M
Shares
11.8K
% Port
0.78%
F
33.FDX

FEDEX CORP

Unchanged
Value
$3.3M
Shares
11.7K
% Port
0.78%
S

SELECT SECTOR SPDR TR

-23.3%
Value
$3.3M
Shares
20.0K
% Port
0.78%
C
35.CBRE

CBRE GROUP INC

-1.9%
Value
$3.3M
Shares
25.6K
% Port
0.76%
C
36.C-PR

CITIGROUP INC

+0.1%
Value
$3.2M
Shares
25.0K
% Port
0.75%
N
37.NOW

SERVICENOW INC

-3.2%
Value
$3.1M
Shares
23.5K
% Port
0.73%
B

BRITISH AMERN TOB PLC

-1.4%
Value
$3.1M
Shares
56.9K
% Port
0.72%
M

METLIFE INC

-25.0%
Value
$3.1M
Shares
32.8K
% Port
0.72%
V
40.VZ

VERIZON COMMUNICATIONS INC

+24.2%
Value
$3M
Shares
66.4K
% Port
0.71%
G
41.GEV

GE VERNOVA INC

+0.8%
Value
$3M
Shares
3.1K
% Port
0.69%
Q
42.QCOM

QUALCOMM INC

-26.1%
Value
$3M
Shares
16.1K
% Port
0.69%
A
43.AMGN

AMGEN INC

Unchanged
Value
$2.9M
Shares
7.0K
% Port
0.68%
S

SELECT SECTOR SPDR TR

-4.0%
Value
$2.9M
Shares
17.5K
% Port
0.68%
G
45.GE

GE AEROSPACE

-0.2%
Value
$2.9M
Shares
9.4K
% Port
0.68%
S

SCHWAB STRATEGIC TR

-4.0%
Value
$2.9M
Shares
106.9K
% Port
0.68%
V
47.VGES

VANGUARD WORLD FD

-0.3%
Value
$2.9M
Shares
23.3K
% Port
0.68%
J

JPMORGAN CHASE & CO

-1.5%
Value
$2.9M
Shares
8.8K
% Port
0.67%
S

SPDR INDEX SHS FDS

-1.7%
Value
$2.8M
Shares
69.0K
% Port
0.65%
S
50.SPY

STATE STR SPDR S&P 500 ETF T

-12.8%
Value
$2.8M
Shares
3.6K
% Port
0.64%