Holders — by stockHoldings — by fund
MERIDIAN INVESTMENT COUNSEL INC.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001427351
$465.9M
disclosed book value
250
positions
8.2%
largest position share
Positions, as of 2026-06-30
top 100 of 250 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 80,217 | $38.3M | 8.2% |
| 2 | AAPLAPPLE INC | 69,901 | $20.2M | 4.3% |
| 3 | MSFTMICROSOFT CORP | 27,458 | $10.2M | 2.2% |
| 4 | MUMICRON TECHNOLOGY INC | 8,225 | $9.5M | 2% |
| 5 | IAUISHARES GOLD TR | 117,933 | $8.9M | 1.9% |
| 6 | CVXCHEVRON CORPORATION | 47,992 | $8.0M | 1.7% |
| 7 | XLUSELECT SECTOR SPDR TR | 158,645 | $7.2M | 1.5% |
| 8 | IWMISHARES TR | 22,352 | $6.7M | 1.4% |
| 9 | BACBANK OF AMER CORP | 113,224 | $6.5M | 1.4% |
| 10 | ABBVABBVIE INC | 25,506 | $6.4M | 1.4% |
| 11 | NSCNORFOLK SOUTHN CORP | 20,292 | $6.4M | 1.4% |
| 12 | WMTWALMART INC | 52,792 | $6.0M | 1.3% |
| 13 | TRVTRAVELERS COMPANIES INC | 18,063 | $6.0M | 1.3% |
| 14 | IGMISHARES TR | 35,257 | $5.8M | 1.2% |
| 15 | JNJJOHNSON & JOHNSON | 22,704 | $5.8M | 1.2% |
| 16 | MDYSTATE STR SPDR S&P MIDCAP 40 | 8,192 | $5.8M | 1.2% |
| 17 | RSPINVESCO EXCHANGE TRADED FD T | 26,636 | $5.7M | 1.2% |
| 18 | COFCAPITAL ONE FINL CORP | 27,209 | $5.5M | 1.2% |
| 19 | QQNITY ELECTRONICS INC | 32,948 | $5.4M | 1.2% |
| 20 | PLTRPALANTIR TECHNOLOGIES INC | 43,915 | $5.1M | 1.1% |
| 21 | CGXUCAPITAL GROUP INTL FOCUS EQT | 143,090 | $5.0M | 1.1% |
| 22 | XLISELECT SECTOR SPDR TR | 26,122 | $4.8M | 1% |
| 23 | METAMETA PLATFORMS INC | 7,950 | $4.5M | 1% |
| 24 | CRWDCROWDSTRIKE HLDGS INC | 5,745 | $4.4M | 0.9% |
| 25 | INTCINTEL CORP | 31,100 | $4.3M | 0.9% |
| 26 | HDHOME DEPOT INC | 12,023 | $4.2M | 0.9% |
| 27 | QCOMQUALCOMM INC | 21,864 | $4.0M | 0.9% |
| 28 | GILDGILEAD SCIENCES INC | 31,450 | $4.0M | 0.9% |
| 29 | DIASTATE STR SPDR DOW JONES IND | 7,568 | $4.0M | 0.8% |
| 30 | CSCOCISCO SYS INC | 33,546 | $3.9M | 0.8% |
| 31 | METMETLIFE INC | 43,720 | $3.7M | 0.8% |
| 32 | FDXFEDEX CORP | 11,742 | $3.7M | 0.8% |
| 33 | ORCLORACLE CORP | 25,029 | $3.7M | 0.8% |
| 34 | GEVGE VERNOVA INC | 3,115 | $3.7M | 0.8% |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,263 | $3.6M | 0.8% |
| 36 | BTIBRITISH AMERN TOB PLC | 57,653 | $3.6M | 0.8% |
| 37 | GEGE AEROSPACE | 9,438 | $3.5M | 0.8% |
| 38 | CBRECBRE GROUP INC | 26,084 | $3.5M | 0.8% |
| 39 | CCITIGROUP INC | 24,951 | $3.5M | 0.7% |
| 40 | ADBEADOBE INC | 16,755 | $3.4M | 0.7% |
| 41 | DOCHEALTHPEAK PROPERTIES INC | 158,571 | $3.4M | 0.7% |
| 42 | MCKMCKESSON CORP | 4,407 | $3.3M | 0.7% |
| 43 | XBISPDR SERIES TRUST | 20,053 | $3.2M | 0.7% |
| 44 | SPYSTATE STR SPDR S&P 500 ETF T | 4,137 | $3.1M | 0.7% |
| 45 | SCHFSCHWAB STRATEGIC TR | 111,277 | $3.1M | 0.7% |
| 46 | CPCANADIAN PACIFIC KANSAS CITY | 35,325 | $3.1M | 0.7% |
| 47 | NVONOVO-NORDISK A S | 63,091 | $3.0M | 0.6% |
| 48 | KMIKINDER MORGAN INC DEL | 93,573 | $3.0M | 0.6% |
| 49 | JPMJPMORGAN CHASE & CO | 8,925 | $2.9M | 0.6% |
| 50 | XLVSELECT SECTOR SPDR TR | 18,205 | $2.9M | 0.6% |
| 51 | CWISPDR INDEX SHS FDS | 70,239 | $2.9M | 0.6% |
| 52 | XLBSELECT SECTOR SPDR TR | 55,500 | $2.8M | 0.6% |
| 53 | VGTVANGUARD WORLD FD | 23,368 | $2.8M | 0.6% |
| 54 | CBCHUBB LIMITED | 7,990 | $2.7M | 0.6% |
| 55 | BBARRICK MNG CORP | 72,184 | $2.7M | 0.6% |
| 56 | FNDASCHWAB STRATEGIC TR | 69,487 | $2.6M | 0.6% |
| 57 | LHXL3HARRIS TECHNOLOGIES INC | 9,053 | $2.6M | 0.6% |
| 58 | AMGNAMGEN INC | 6,995 | $2.5M | 0.5% |
| 59 | QQQINVESCO QQQ TR | 3,346 | $2.5M | 0.5% |
| 60 | IBMINTERNATIONAL BUSINESS MACHS | 8,728 | $2.5M | 0.5% |
| 61 | UBERUBER TECHNOLOGIES INC | 33,732 | $2.4M | 0.5% |
| 62 | FLGBFRANKLIN TEMPLETON ETF TR | 68,575 | $2.4M | 0.5% |
| 63 | NOWSERVICENOW INC | 24,244 | $2.4M | 0.5% |
| 64 | GOOGLALPHABET INC | 6,495 | $2.3M | 0.5% |
| 65 | AEPAMERICAN ELEC PWR CO INC | 16,590 | $2.3M | 0.5% |
| 66 | VZVERIZON COMMUNICATIONS INC | 53,454 | $2.3M | 0.5% |
| 67 | ALABASTERA LABS INC | 4,655 | $2.2M | 0.5% |
| 68 | ARCBARCBEST CORP | 15,235 | $2.2M | 0.5% |
| 69 | LINLINDE PLC | 4,110 | $2.1M | 0.5% |
| 70 | VOOVANGUARD INDEX FDS | 3,097 | $2.1M | 0.5% |
| 71 | MDTMEDTRONIC PLC | 26,711 | $2.1M | 0.4% |
| 72 | NUENUCOR CORP | 9,250 | $2.1M | 0.4% |
| 73 | WFCWELLS FARGO & CO | 24,368 | $2.0M | 0.4% |
| 74 | STXSEAGATE TECHNOLOGY HLDNGS PL | 2,062 | $2.0M | 0.4% |
| 75 | VXUSVANGUARD STAR FDS | 22,334 | $1.9M | 0.4% |
| 76 | IJRISHARES TR | 12,568 | $1.9M | 0.4% |
| 77 | DGTSPDR SERIES TRUST | 9,971 | $1.8M | 0.4% |
| 78 | NVDANVIDIA CORPORATION | 9,132 | $1.8M | 0.4% |
| 79 | XLESELECT SECTOR SPDR TR | 34,348 | $1.8M | 0.4% |
| 80 | BPBP PLC | 49,235 | $1.8M | 0.4% |
| 81 | EGEVEREST GROUP LTD | 5,030 | $1.8M | 0.4% |
| 82 | VEAVANGUARD TAX-MANAGED FDS | 24,893 | $1.8M | 0.4% |
| 83 | FNDFSCHWAB STRATEGIC TR | 33,587 | $1.8M | 0.4% |
| 84 | CMCSACOMCAST CORP NEW | 71,090 | $1.7M | 0.4% |
| 85 | GOOGALPHABET INC | 4,926 | $1.7M | 0.4% |
| 86 | XESSPDR SERIES TRUST | 15,295 | $1.7M | 0.4% |
| 87 | VBVANGUARD INDEX FDS | 5,444 | $1.7M | 0.4% |
| 88 | GPCGENUINE PARTS CO | 13,816 | $1.6M | 0.3% |
| 89 | AXONAXON ENTERPRISE INC | 2,779 | $1.6M | 0.3% |
| 90 | BRK/ABERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.3% |
| 91 | MTGMGIC INVT CORP WIS | 52,900 | $1.5M | 0.3% |
| 92 | FCXFREEPORT MCMORAN INC | 23,215 | $1.5M | 0.3% |
| 93 | WGOWINNEBAGO INDS INC | 45,982 | $1.4M | 0.3% |
| 94 | QUALISHARES TR | 6,522 | $1.4M | 0.3% |
| 95 | XOMEXXON MOBIL CORP | 10,360 | $1.4M | 0.3% |
| 96 | MSMORGAN STANLEY | 6,710 | $1.4M | 0.3% |
| 97 | AMZNAMAZON COM INC | 5,796 | $1.4M | 0.3% |
| 98 | ALLALLSTATE CORP | 5,710 | $1.4M | 0.3% |
| 99 | NEENEXTERA ENERGY INC | 15,053 | $1.3M | 0.3% |
| 100 | VWOVANGUARD INTL EQUITY INDEX F | 21,766 | $1.3M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.