Meridian Investment Counsel Inc.

13F filer · CIK 0001427351

Reported Jul 23, 2026

13F portfolio value$466MU.S. long equity reported on 13F

Positions185Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight25.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026185 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$38.3M	8.22%	0.00%	Not reported	Q4 2013
AAPLApple Inc.	$20.2M	4.34%	0.00%	Not reported	Q4 2013
MSFTMicrosoft Corp	$10.2M	2.20%	0.00%	Not reported	Q4 2013
MUMicron Technology Inc	$9.49M	2.04%	0.00%	Not reported	Q3 2025
IAUIshares Gold Trust	$8.91M	1.91%	0.01%	Not reported	Q4 2017
CVXChevron Corp	$7.96M	1.71%	0.00%	Not reported	Q4 2013
BACBank of America Corp	$6.45M	1.38%	0.00%	Not reported	Q4 2013
ABBVAbbVie Inc.	$6.42M	1.38%	0.00%	Not reported	Q1 2015
NSCNorfolk Southern Corp	$6.38M	1.37%	0.01%	Not reported	Q4 2013
WMTWalmart Inc.	$5.98M	1.28%	0.00%	Not reported	Q4 2013
TRVTravelers Companies, Inc.	$5.96M	1.28%	0.01%	Not reported	Q4 2013
JNJJohnson & Johnson	$5.77M	1.24%	0.00%	Not reported	Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust	$5.76M	1.24%	Not reported	Not reported	Q4 2013
COFCapital One Financial Corp	$5.46M	1.17%	0.00%	Not reported	Q3 2025
QQnity Electronics, Inc.	$5.38M	1.15%	0.02%	Not reported	Q4 2025
PLTRPalantir Technologies Inc.	$5.12M	1.10%	0.00%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$4.48M	0.96%	Not reported	Not reported	Q4 2015
CRWDCrowdStrike Holdings, Inc.	$4.38M	0.94%	0.00%	New	Q2 2026
INTCIntel Corp	$4.34M	0.93%	0.00%	Not reported	Q4 2013
HDHome Depot, Inc.	$4.24M	0.91%	0.00%	Not reported	Q4 2013
QCOMQualcomm Inc	$4.04M	0.87%	0.00%	Not reported	Q4 2013
GILDGilead Sciences, Inc.	$3.97M	0.85%	0.00%	Not reported	Q4 2015
DIASPDR Dow Jones Industrial Average ETF Trust	$3.95M	0.85%	Not reported	Not reported	Q4 2013
CSCOCisco Systems, Inc.	$3.94M	0.85%	0.00%	Not reported	Q4 2013
METMetlife Inc	$3.7M	0.79%	0.01%	Not reported	Q4 2013
FDXFedex Corp	$3.68M	0.79%	0.00%	Not reported	Q4 2013
ORCLOracle Corp	$3.67M	0.79%	0.00%	Not reported	Q4 2013
GEVGE Vernova Inc.	$3.66M	0.79%	0.00%	Not reported	Q2 2024
BRK.BBerkshire Hathaway Inc	$3.63M	0.78%	Not reported	Not reported	Q3 2020
BTIBritish American Tobacco p.l.c.	$3.56M	0.76%	0.00%	Not reported	Q2 2018
GEGeneral Electric Co	$3.53M	0.76%	0.00%	Not reported	Q4 2021
CBRECbre Group, Inc.	$3.51M	0.75%	0.01%	Not reported	Q4 2013
CCitigroup Inc	$3.49M	0.75%	0.00%	Not reported	Q3 2014
ADBEAdobe Inc.	$3.44M	0.74%	0.00%	Not reported	Q3 2014
DOCHealthpeak Properties, Inc.	$3.39M	0.73%	0.02%	Not reported	Q1 2024
MCKMckesson Corp	$3.33M	0.71%	0.00%	Not reported	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.09M	0.66%	Not reported	Not reported	Q4 2013
CPCanadian Pacific Kansas City Ltd	$3.06M	0.66%	0.00%	Not reported	Q3 2025
NVONovo Nordisk A S	$3.02M	0.65%	Not reported	Not reported	Q4 2013
KMIKinder Morgan, Inc.	$2.99M	0.64%	0.00%	Not reported	Q4 2013
JPMJPMorgan Chase & Co	$2.92M	0.63%	0.00%	Not reported	Q1 2015
CBChubb Ltd	$2.72M	0.58%	0.00%	Not reported	Q1 2016
BBarrick Mining Corp	$2.65M	0.57%	0.00%	Not reported	Q2 2025
LHXL3harris Technologies, Inc.	$2.63M	0.56%	0.00%	Not reported	Q3 2019
AMGNAmgen Inc	$2.53M	0.54%	0.00%	Not reported	Q4 2013
QQQInvesco QQQ Trust, Series 1	$2.46M	0.53%	Not reported	Not reported	Q2 2018
IBMInternational Business Machines Corp	$2.45M	0.53%	0.00%	Not reported	Q4 2013
UBERUber Technologies, Inc	$2.43M	0.52%	0.00%	Not reported	Q4 2021
NOWServiceNow, Inc.	$2.41M	0.52%	0.00%	New	Q2 2026
GOOGLAlphabet Inc.	$2.32M	0.50%	0.00%	Not reported	Q2 2021

Q4 2025Reported Jan 20, 2026175 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$26.1M	6.28%	0.00%	-7.1%	Q4 2013
AAPLApple Inc.	$19.2M	4.64%	0.00%	-3.9%	Q4 2013
MSFTMicrosoft Corp	$13.5M	3.24%	0.00%	Not reported	Q4 2013
IAUIshares Gold Trust	$9.99M	2.41%	0.01%	-1.6%	Q4 2017
PLTRPalantir Technologies Inc.	$8.09M	1.95%	0.00%	-4.7%	Q4 2020
CVXChevron Corp	$6.67M	1.61%	0.00%	-21.3%	Q4 2013
ABBVAbbVie Inc.	$6.07M	1.46%	0.00%	-0.2%	Q1 2015
WMTWalmart Inc.	$5.98M	1.44%	0.00%	-0.2%	Q4 2013
NSCNorfolk Southern Corp	$5.95M	1.43%	0.01%	-2.1%	Q4 2013
ADBEAdobe Inc.	$5.91M	1.42%	0.00%	-1.7%	Q3 2014
TRVTravelers Companies, Inc.	$5.33M	1.28%	0.01%	Not reported	Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust	$5.17M	1.24%	Not reported	-1.2%	Q4 2013
BRK.BBerkshire Hathaway Inc	$5.13M	1.24%	Not reported	+0.2%	Q3 2020
JNJJohnson & Johnson	$4.91M	1.18%	0.00%	-1.8%	Q4 2013
ORCLOracle Corp	$4.88M	1.18%	0.00%	-1.2%	Q4 2013
QCOMQualcomm Inc	$4.63M	1.11%	0.00%	-0.7%	Q4 2013
METAMeta Platforms, Inc.	$4.52M	1.09%	Not reported	+9.4%	Q4 2015
BACBank of America Corp	$4.51M	1.09%	0.00%	-0.2%	Q4 2013
CBRECbre Group, Inc.	$4.2M	1.01%	0.01%	Not reported	Q4 2013
HDHome Depot, Inc.	$4.17M	1.01%	0.00%	-0.4%	Q4 2013
GILDGilead Sciences, Inc.	$3.94M	0.95%	0.00%	+51.8%	Q4 2015
METMetlife Inc	$3.9M	0.94%	0.01%	-1.8%	Q4 2013
COFCapital One Financial Corp	$3.67M	0.89%	0.00%	+23.0%	Q3 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$3.65M	0.88%	Not reported	-1.6%	Q4 2013
FDXFedex Corp	$3.43M	0.83%	0.01%	-11.4%	Q4 2013
BTIBritish American Tobacco p.l.c.	$3.36M	0.81%	0.00%	-0.5%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$3.33M	0.80%	Not reported	-0.9%	Q4 2013
MCKMckesson Corp	$3.2M	0.77%	0.00%	-0.3%	Q4 2020
NVONovo Nordisk A S	$3.17M	0.76%	Not reported	+12.2%	Q4 2013
BRK.ABerkshire Hathaway Inc	$3.02M	0.73%	Not reported	Not reported	Q1 2025
GEGeneral Electric Co	$2.95M	0.71%	0.00%	-6.1%	Q4 2021
BBarrick Mining Corp	$2.94M	0.71%	0.00%	-2.0%	Q2 2025
CCitigroup Inc	$2.94M	0.71%	0.00%	-1.4%	Q3 2014
JPMJPMorgan Chase & Co	$2.83M	0.68%	0.00%	Not reported	Q1 2015
WGOWinnebago Industries Inc	$2.76M	0.66%	0.24%	-4.5%	Q4 2013
CPCanadian Pacific Kansas City Ltd	$2.75M	0.66%	0.00%	+15.5%	Q3 2025
UBERUber Technologies, Inc	$2.75M	0.66%	0.00%	+63.7%	Q4 2021
LHXL3harris Technologies, Inc.	$2.75M	0.66%	0.01%	-0.5%	Q3 2019
MDTMedtronic plc	$2.7M	0.65%	0.00%	-0.5%	Q1 2015
KMIKinder Morgan, Inc.	$2.69M	0.65%	0.00%	-0.9%	Q4 2013
IBMInternational Business Machines Corp	$2.62M	0.63%	0.00%	Not reported	Q4 2013
DOCHealthpeak Properties, Inc.	$2.45M	0.59%	0.02%	+2.5%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$2.42M	0.58%	Not reported	-9.8%	Q2 2018
GOOGAlphabet Inc.	$2.36M	0.57%	Not reported	-2.1%	Q1 2021
NVDANvidia Corp	$2.33M	0.56%	0.00%	-4.0%	Q3 2020
AMGNAmgen Inc	$2.3M	0.56%	0.00%	Not reported	Q4 2013
WFCWells Fargo & Company	$2.25M	0.54%	0.00%	-0.5%	Q4 2013
CMCSAComcast Corp	$2.25M	0.54%	0.00%	-5.4%	Q4 2013
CBChubb Ltd	$2.25M	0.54%	0.00%	Not reported	Q1 2016
GEVGE Vernova Inc.	$2.06M	0.50%	0.00%	-0.9%	Q2 2024

Q3 2025Reported Oct 23, 2025170 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$25.8M	6.37%	0.00%	-1.8%	Q4 2013
AAPLApple Inc.	$18.7M	4.63%	0.00%	-3.3%	Q4 2013
MSFTMicrosoft Corp	$14.4M	3.56%	0.00%	-0.5%	Q4 2013
IAUIshares Gold Trust	$9.1M	2.25%	0.02%	-0.8%	Q4 2017
PLTRPalantir Technologies Inc.	$8.71M	2.15%	0.00%	-3.8%	Q4 2020
CVXChevron Corp	$8.64M	2.13%	0.00%	-0.2%	Q4 2013
ORCLOracle Corp	$7.13M	1.76%	0.00%	-1.8%	Q4 2013
NSCNorfolk Southern Corp	$6.32M	1.56%	0.01%	Not reported	Q4 2013
ABBVAbbVie Inc.	$6.16M	1.52%	0.00%	-0.9%	Q1 2015
ADBEAdobe Inc.	$6.06M	1.50%	0.00%	-0.7%	Q3 2014
WMTWalmart Inc.	$5.54M	1.37%	0.00%	Not reported	Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust	$5.17M	1.28%	Not reported	-0.9%	Q4 2013
TRVTravelers Companies, Inc.	$5.13M	1.27%	0.01%	+2.1%	Q4 2013
BRK.BBerkshire Hathaway Inc	$5.12M	1.26%	Not reported	-1.0%	Q3 2020
HDHome Depot, Inc.	$4.94M	1.22%	0.00%	Not reported	Q4 2013
METAMeta Platforms, Inc.	$4.6M	1.14%	Not reported	+1.1%	Q4 2015
QCOMQualcomm Inc	$4.53M	1.12%	0.00%	+0.1%	Q4 2013
JNJJohnson & Johnson	$4.48M	1.11%	0.00%	Not reported	Q4 2013
BACBank of America Corp	$4.24M	1.05%	0.00%	0.0%	Q4 2013
METMetlife Inc	$4.14M	1.02%	0.01%	-1.7%	Q4 2013
CBRECbre Group, Inc.	$4.12M	1.02%	0.01%	-3.0%	Q4 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$3.58M	0.88%	Not reported	-0.7%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$3.28M	0.81%	Not reported	-7.0%	Q4 2013
DDDuPont de Nemours, Inc.	$3.27M	0.81%	0.01%	+1.1%	Q3 2019
BTIBritish American Tobacco p.l.c.	$3.16M	0.78%	0.00%	Not reported	Q2 2018
FDXFedex Corp	$3.16M	0.78%	0.01%	-15.2%	Q4 2013
NVONovo Nordisk A S	$3.08M	0.76%	Not reported	+5.9%	Q4 2013
GEGeneral Electric Co	$3.07M	0.76%	0.00%	-0.2%	Q4 2021
MCKMckesson Corp	$3.03M	0.75%	0.00%	+0.5%	Q4 2020
BRK.ABerkshire Hathaway Inc	$3.02M	0.75%	Not reported	Not reported	Q1 2025
LHXL3harris Technologies, Inc.	$2.87M	0.71%	0.01%	Not reported	Q3 2019
DOCHealthpeak Properties, Inc.	$2.85M	0.70%	0.02%	+21.5%	Q1 2024
KMIKinder Morgan, Inc.	$2.79M	0.69%	0.00%	+0.6%	Q4 2013
JPMJPMorgan Chase & Co	$2.77M	0.68%	0.00%	+0.1%	Q1 2015
MDTMedtronic plc	$2.69M	0.66%	0.00%	+0.4%	Q1 2015
QQQInvesco QQQ Trust, Series 1	$2.63M	0.65%	Not reported	+1.2%	Q2 2018
COFCapital One Financial Corp	$2.62M	0.65%	0.00%	New	Q3 2025
CCitigroup Inc	$2.59M	0.64%	0.00%	-3.9%	Q3 2014
IBMInternational Business Machines Corp	$2.5M	0.62%	0.00%	Not reported	Q4 2013
CMCSAComcast Corp	$2.5M	0.62%	0.00%	-5.3%	Q4 2013
NVDANvidia Corp	$2.43M	0.60%	0.00%	-23.3%	Q3 2020
CPCanadian Pacific Kansas City Ltd	$2.41M	0.60%	0.00%	New	Q3 2025
WGOWinnebago Industries Inc	$2.38M	0.59%	0.25%	-0.5%	Q4 2013
GILDGilead Sciences, Inc.	$2.35M	0.58%	0.00%	Not reported	Q4 2015
BBarrick Mining Corp	$2.26M	0.56%	0.00%	Not reported	Q2 2025
WFCWells Fargo & Company	$2.04M	0.50%	0.00%	0.0%	Q4 2013
CBChubb Ltd	$2.03M	0.50%	0.00%	+2.3%	Q1 2016
UBERUber Technologies, Inc	$2.01M	0.50%	0.00%	+19.7%	Q4 2021
DOCUDocusign, Inc.	$2.01M	0.50%	0.01%	-2.1%	Q4 2018
GPCGenuine Parts Co	$2M	0.49%	0.01%	Not reported	Q4 2013

Q2 2025Reported Jul 16, 2025166 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$21.3M	5.80%	0.00%	-1.4%	Q4 2013
AAPLApple Inc.	$15.6M	4.25%	0.00%	-0.6%	Q4 2013
MSFTMicrosoft Corp	$13.9M	3.78%	0.00%	+3.4%	Q4 2013
CVXChevron Corp	$7.98M	2.17%	0.00%	+0.8%	Q4 2013
IAUIshares Gold Trust	$7.86M	2.14%	0.02%	0.0%	Q4 2017
PLTRPalantir Technologies Inc.	$6.77M	1.84%	0.00%	-10.0%	Q4 2020
ADBEAdobe Inc.	$6.7M	1.82%	0.00%	0.0%	Q3 2014
ORCLOracle Corp	$5.64M	1.54%	0.00%	Not reported	Q4 2013
NSCNorfolk Southern Corp	$5.39M	1.47%	0.01%	Not reported	Q4 2013
WMTWalmart Inc.	$5.26M	1.43%	0.00%	Not reported	Q4 2013
BRK.BBerkshire Hathaway Inc	$5M	1.36%	Not reported	-1.6%	Q3 2020
ABBVAbbVie Inc.	$4.98M	1.36%	0.00%	+1.1%	Q1 2015
MDYSPDR S&P Midcap 400 ETF Trust	$4.96M	1.35%	Not reported	+0.3%	Q4 2013
TRVTravelers Companies, Inc.	$4.81M	1.31%	0.01%	Not reported	Q4 2013
METAMeta Platforms, Inc.	$4.57M	1.24%	Not reported	-2.4%	Q4 2015
HDHome Depot, Inc.	$4.47M	1.22%	0.00%	+1.6%	Q4 2013
QCOMQualcomm Inc	$4.34M	1.18%	0.00%	+2.7%	Q4 2013
METMetlife Inc	$4.11M	1.12%	0.01%	-1.2%	Q4 2013
BACBank of America Corp	$3.89M	1.06%	0.00%	-0.9%	Q4 2013
CBRECbre Group, Inc.	$3.77M	1.03%	0.01%	Not reported	Q4 2013
JNJJohnson & Johnson	$3.69M	1.00%	0.00%	+1.5%	Q4 2013
NVONovo Nordisk A S	$3.62M	0.98%	Not reported	+13.3%	Q4 2013
FDXFedex Corp	$3.59M	0.98%	0.01%	-14.5%	Q4 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$3.42M	0.93%	Not reported	-0.2%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$3.27M	0.89%	Not reported	-3.3%	Q4 2013
CMCSAComcast Corp	$2.99M	0.81%	0.00%	-0.6%	Q4 2013
BRK.ABerkshire Hathaway Inc	$2.92M	0.79%	Not reported	Not reported	Q1 2025
KMIKinder Morgan, Inc.	$2.89M	0.79%	0.00%	-1.2%	Q4 2013
MCKMckesson Corp	$2.86M	0.78%	0.00%	Not reported	Q4 2020
DDDuPont de Nemours, Inc.	$2.85M	0.78%	0.01%	+0.9%	Q3 2019
BTIBritish American Tobacco p.l.c.	$2.82M	0.77%	0.00%	Not reported	Q2 2018
NVDANvidia Corp	$2.68M	0.73%	0.00%	-10.5%	Q3 2020
GEGeneral Electric Co	$2.63M	0.72%	0.00%	0.0%	Q4 2021
IBMInternational Business Machines Corp	$2.61M	0.71%	0.00%	+1.1%	Q4 2013
JPMJPMorgan Chase & Co	$2.55M	0.69%	0.00%	Not reported	Q1 2015
MDTMedtronic plc	$2.45M	0.67%	0.00%	+2.8%	Q1 2015
QQQInvesco QQQ Trust, Series 1	$2.38M	0.65%	Not reported	Not reported	Q2 2018
LHXL3harris Technologies, Inc.	$2.36M	0.64%	0.01%	Not reported	Q3 2019
GILDGilead Sciences, Inc.	$2.35M	0.64%	0.00%	Not reported	Q4 2015
AXONAxon Enterprise, Inc.	$2.3M	0.63%	0.00%	-0.8%	Q3 2018
CCitigroup Inc	$2.26M	0.62%	0.00%	-2.6%	Q3 2014
DOCUDocusign, Inc.	$2.22M	0.60%	0.01%	-1.6%	Q4 2018
DOCHealthpeak Properties, Inc.	$2.14M	0.58%	0.02%	+0.2%	Q1 2024
HONHoneywell International Inc	$2.13M	0.58%	0.00%	+7.4%	Q4 2013
WGOWinnebago Industries Inc	$2.08M	0.57%	0.26%	+1.9%	Q4 2013
CBChubb Ltd	$2.04M	0.55%	0.00%	Not reported	Q1 2016
AMGNAmgen Inc	$1.97M	0.53%	0.00%	+4.0%	Q4 2013
WYWeyerhaeuser Co	$1.95M	0.53%	0.01%	-1.0%	Q4 2013
WFCWells Fargo & Company	$1.95M	0.53%	0.00%	Not reported	Q4 2013
AEPAmerican Electric Power Co Inc	$1.84M	0.50%	0.00%	-1.0%	Q1 2024

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