MERIDIAN INVESTMENT COUNSEL INC.

Est. AUM

$419.9M

13F long equity, this entity only

Positions

237

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$28.6M	84644	6.81%	SOLE
2	APPLE INC	COM	$18.0M	70875	4.28%	SOLE
3	ISHARES GOLD TR	ISHARES NEW	$10.8M	121970	2.56%	SOLE
4	MICROSOFT CORP	COM	$10.3M	27939	2.46%	SOLE
5	CHEVRON CORPORATION	COM	$9.0M	43539	2.15%	SOLE
6	SELECT SECTOR SPDR TR	STATE STREET UTI	$7.4M	160638	1.76%	SOLE
7	PALANTIR TECHNOLOGIES INC	CL A	$6.7M	45515	1.59%	SOLE
8	WALMART INC	COM	$6.6M	52974	1.57%	SOLE
9	NORFOLK SOUTHN CORP	COM	$5.9M	20593	1.41%	SOLE
10	ABBVIE INC	COM	$5.7M	26331	1.36%	SOLE
11	JOHNSON & JOHNSON	COM	$5.7M	23427	1.36%	SOLE
12	ISHARES TR	RUSSELL 2000 ETF	$5.6M	22427	1.32%	SOLE
13	TRAVELERS COMPANIES INC	COM	$5.4M	18363	1.28%	SOLE
14	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$5.3M	8550	1.26%	SOLE
15	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.1M	26759	1.22%	SOLE
16	CAPITAL ONE FINL CORP	COM	$4.6M	25195	1.09%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.5M	9405	1.07%	SOLE
18	GILEAD SCIENCES INC	COM	$4.5M	32150	1.07%	SOLE
19	SELECT SECTOR SPDR TR	STATE STREET IND	$4.3M	26892	1.04%	SOLE
20	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$4.3M	144390	1.01%	SOLE
21	FEDEX CORP	COM	$4.2M	11812	1.00%	SOLE
22	ISHARES TR	EXPND TEC SC ETF	$4.2M	35257	0.99%	SOLE
23	ADOBE INC	COM	$4.1M	16850	0.98%	SOLE
24	BANK AMERICA CORP	COM	$4.0M	82249	0.95%	SOLE
25	HOME DEPOT INC	COM	$4.0M	12031	0.94%	SOLE
26	META PLATFORMS INC	CL A	$3.9M	6873	0.94%	SOLE
27	ORACLE CORP	COM	$3.7M	25048	0.88%	SOLE
28	CBRE GROUP INC	CL A	$3.5M	26084	0.84%	SOLE
29	STATE STR SPDR DOW JONES IND	UT SER 1	$3.5M	7568	0.83%	SOLE
30	QNITY ELECTRONICS INC	COMMON STOCK	$3.5M	30251	0.83%	SOLE
31	BRITISH AMERN TOB PLC	SPONSORED ADR	$3.4M	58837	0.82%	SOLE
32	MCKESSON CORP	COM	$3.4M	3904	0.80%	SOLE
33	METLIFE INC	COM	$3.3M	46635	0.79%	SOLE
34	KINDER MORGAN INC DEL	COM	$3.3M	97108	0.78%	SOLE
35	L3HARRIS TECHNOLOGIES INC	COM	$3.2M	9298	0.76%	SOLE
36	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.1M	4759	0.74%	SOLE
37	QUALCOMM INC	COM	$3.0M	23359	0.72%	SOLE
38	MICRON TECHNOLOGY INC	COM	$3.0M	8855	0.71%	SOLE
39	BARRICK MNG CORP	COM SHS	$3.0M	72879	0.71%	SOLE
40	CANADIAN PACIFIC KANSAS CITY	COM	$2.9M	37310	0.70%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET MAT	$2.9M	58600	0.70%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	4	0.68%	SOLE
43	CITIGROUP INC	COM NEW	$2.9M	25176	0.68%	SOLE
44	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.8M	112702	0.66%	SOLE
45	GE VERNOVA INC	COM	$2.7M	3147	0.65%	SOLE
46	GE AEROSPACE	COM NEW	$2.7M	9537	0.64%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET HEA	$2.7M	18305	0.64%	SOLE
48	CISCO SYS INC	COM	$2.7M	34546	0.64%	SOLE
49	HEALTHPEAK PROPERTIES INC	COM	$2.6M	159891	0.63%	SOLE
50	SPDR INDEX SHS FDS	STATE STREET SPD	$2.6M	71239	0.62%	SOLE

1–50 of 237

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.