Meridian Investment Counsel Inc. Top Holdings and 13F Report (2025) About Meridian Investment Counsel Inc.Investment ActivityMeridian Investment Counsel Inc. has $335.03 million in total holdings as of December 31, 2024.Meridian Investment Counsel Inc. owns shares of 213 different stocks, but just 81 companies or ETFs make up 80% of its holdings.Approximately 6.96% of the portfolio was purchased this quarter.About 5.03% of the portfolio was sold this quarter.This quarter, Meridian Investment Counsel Inc. has purchased 212 new stocks and bought additional shares in 55 stocks.Meridian Investment Counsel Inc. sold shares of 77 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $19,197,586Taiwan Semiconductor Manufacturing $18,893,868Microsoft $11,412,760Adobe $9,743,828Chevron $8,011,825 Largest New Holdings this Quarter Industrial Select Sector SPDR Fund $1,114,426 HoldingJanus Henderson AAA CLO ETF $824,038 HoldingPacer Trendpilot US Large Cap ETF $705,408 HoldingLAM RESEARCH CORP $485,386 HoldingMcDonald's $365,841 Holding Largest Purchases this Quarter Apple 16,105 shares (about $4.03M)SPDR S&P MidCap 400 ETF Trust 3,455 shares (about $1.97M)Novo Nordisk A/S 22,314 shares (about $1.92M)iShares Russell 2000 ETF 5,478 shares (about $1.21M)Industrial Select Sector SPDR Fund 8,458 shares (about $1.11M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 9,002 shares (about $1.78M)McKesson 1,510 shares (about $860.56K)PALANTIR TECHNOLOGIES INC 8,120 shares (about $614.12K)O-I Glass 53,067 shares (about $575.25K)Microsoft 1,148 shares (about $483.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridian Investment Counsel Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$19,197,586$4,032,991 ▲26.6%76,6625.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$18,893,868$1,777,805 ▼-8.6%95,6705.6%Computer and TechnologyMSFTMicrosoft$11,412,760$483,874 ▼-4.1%27,0773.4%Computer and TechnologyADBEAdobe$9,743,828$114,283 ▼-1.2%21,9122.9%Computer and TechnologyCVXChevron$8,011,825$14,484 ▼-0.2%55,3152.4%Oils/EnergyIAUiShares Gold Trust$6,237,072$56,095 ▲0.9%125,9761.9%FinanceXLUUtilities Select Sector SPDR Fund$5,568,683$765,153 ▲15.9%73,5721.7%ETFFDXFedEx$5,360,180$323,529 ▼-5.7%19,0531.6%TransportationNSCNorfolk Southern$4,945,833$12,908 ▼-0.3%21,0731.5%TransportationWMTWalmart$4,874,202$417,869 ▼-7.9%53,9481.5%Retail/WholesaleABBVAbbVie$4,779,064$167,038 ▼-3.4%26,8941.4%MedicalMDYSPDR S&P MidCap 400 ETF Trust$4,753,140$1,967,897 ▲70.7%8,3451.4%ETFHDHome Depot$4,703,2780.0%12,0911.4%Retail/WholesaleTRVTravelers Companies$4,378,898$430,711 ▼-9.0%18,1781.3%FinancePALANTIR TECHNOLOGIES INC$4,356,288$614,116 ▼-12.4%57,6001.3%CL AORCLOracle$4,318,976$33,328 ▲0.8%25,9181.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$4,239,690$226,397 ▲5.6%24,1951.3%ETFMETMetLife$4,234,015$85,974 ▼-2.0%51,7101.3%FinanceBRK.BBerkshire Hathaway$4,151,592$691,252 ▲20.0%9,1591.2%FinanceQCOMQUALCOMM$4,081,683$168,060 ▼-4.0%26,5701.2%Computer and TechnologyNVONovo Nordisk A/S$3,930,856$1,919,450 ▲95.4%45,6971.2%MedicalIGMiShares Expanded Tech Sector ETF$3,800,811$199,076 ▼-5.0%37,2301.1%ETFSPYSPDR S&P 500 ETF Trust$3,745,051$389,743 ▼-9.4%6,3901.1%FinanceMETAMeta Platforms$3,744,922$73,774 ▼-1.9%6,3961.1%Computer and TechnologyBACBank of America$3,687,361$316,088 ▼-7.9%83,8991.1%FinanceCBRECBRE Group$3,552,5760.0%27,0591.1%FinanceJNJJohnson & Johnson$3,395,099$122,493 ▲3.7%23,4761.0%MedicalWGOWinnebago Industries$3,375,418$206,648 ▼-5.8%70,6451.0%ConstructionDIASPDR Dow Jones Industrial Average ETF Trust$3,345,365$57,869 ▲1.8%7,8621.0%FinanceCMCSAComcast$3,175,901$60,986 ▼-1.9%84,6230.9%Consumer DiscretionaryDDDuPont de Nemours$3,086,905$35,761 ▲1.2%40,4840.9%Basic MaterialsIWMiShares Russell 2000 ETF$3,064,715$1,210,419 ▲65.3%13,8700.9%FinanceKMIKinder Morgan$2,722,170$94,393 ▼-3.4%99,3490.8%Oils/EnergyDOCUDocuSign$2,623,910$47,308 ▼-1.8%29,1740.8%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$2,564,2450.0%18,6400.8%ETFNVDANVIDIA$2,525,726$160,208 ▲6.8%18,8080.8%Computer and TechnologyTAPMolson Coors Beverage$2,396,205$184,456 ▼-7.1%41,8040.7%Consumer StaplesQQQInvesco QQQ$2,359,838$122,695 ▼-4.9%4,6160.7%FinancePEAKHealthpeak Properties$2,288,706$42,506 ▼-1.8%112,9110.7%FinanceXLBMaterials Select Sector SPDR Fund$2,257,931$168 ▲0.0%26,8350.7%ETFMCKMcKesson$2,221,509$860,564 ▼-27.9%3,8980.7%MedicalBTIBritish American Tobacco$2,133,328$30,872 ▲1.5%58,7370.6%Consumer StaplesJPMJPMorgan Chase & Co.$2,106,332$475,105 ▲29.1%8,7870.6%FinanceWYWeyerhaeuser$2,067,786$54,949 ▼-2.6%73,4560.6%ConstructionCCitigroup$1,992,178$5,279 ▼-0.3%28,3020.6%FinanceMDTMedtronic$1,991,728$982,284 ▲97.3%24,9340.6%MedicalCWISPDR MSCI ACWI ex-US ETF$1,982,036$41,910 ▲2.2%70,9390.6%ETFGILDGilead Sciences$1,973,670$18,936 ▼-1.0%21,3670.6%MedicalTGNATEGNA$1,972,266$164,610 ▼-7.7%107,8330.6%Consumer DiscretionaryCBChubb$1,943,494$433,515 ▼-18.2%7,0340.6%FinanceLHXL3Harris Technologies$1,927,006$86,215 ▲4.7%9,1640.6%AerospaceIBMInternational Business Machines$1,925,271$219,830 ▼-10.2%8,7580.6%Computer and TechnologyHONHoneywell International$1,918,710$49,696 ▲2.7%8,4940.6%Multi-Sector ConglomeratesVGTVanguard Information Technology ETF$1,823,739$68,398 ▼-3.6%2,9330.5%ETFVZVerizon Communications$1,769,431$350,191 ▼-16.5%44,2470.5%Computer and TechnologyAMGNAmgen$1,763,7510.0%6,7670.5%MedicalGEGeneral Electric$1,738,770$291,880 ▼-14.4%10,4250.5%TransportationPFEPfizer$1,728,625$56,695 ▲3.4%65,1570.5%MedicalWFCWells Fargo & Company$1,706,481$146,521 ▼-7.9%24,2950.5%FinanceVOOVanguard S&P 500 ETF$1,694,557$405,724 ▲31.5%3,1450.5%ETFKDPKeurig Dr Pepper$1,687,585$4,176 ▼-0.2%52,5400.5%Consumer StaplesGPCGenuine Parts$1,683,212$63,167 ▲3.9%14,4160.5%Retail/WholesaleAXONAxon Enterprise$1,664,096$118,864 ▼-6.7%2,8000.5%AerospaceAEPAmerican Electric Power$1,636,160$629,470 ▲62.5%17,7400.5%UtilitiesBPBP$1,576,198$409,554 ▼-20.6%53,3220.5%Oils/EnergyMGMMGM Resorts International$1,566,180$173,250 ▼-10.0%45,2000.5%Consumer DiscretionaryKVUEKenvue$1,529,770$14,817 ▼-1.0%71,6520.5%Consumer StaplesCSCOCisco Systems$1,521,440$41,440 ▲2.8%25,7000.5%Computer and TechnologyWHWyndham Hotels & Resorts$1,453,2910.0%14,4190.4%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$1,438,8670.0%12,4880.4%ETFGOOGAlphabet$1,432,650$232,332 ▼-14.0%7,5230.4%Computer and TechnologyARCBArcBest$1,421,7300.0%15,2350.4%TransportationDGTSPDR Global Dow ETF$1,415,890$22,973 ▼-1.6%10,7240.4%ETFVEAVanguard FTSE Developed Markets ETF$1,397,635$4,017 ▼-0.3%29,2270.4%ETFFLGBFranklin FTSE United Kingdom ETF$1,299,024$65,475 ▲5.3%49,6000.4%ETFMTGMGIC Investment$1,280,340$474,200 ▼-27.0%54,0000.4%FinanceXLEEnergy Select Sector SPDR Fund$1,277,191$436,866 ▲52.0%14,9100.4%ETFXESSPDR S&P Oil & Gas Equipment & Services ETF$1,274,163$520,872 ▲69.1%16,1450.4%ETFXOMExxon Mobil$1,249,2100.0%11,6130.4%Oils/EnergyTMToyota Motor$1,173,109$214,460 ▼-15.5%6,0280.4%Auto/Tires/TrucksXBISPDR S&P Biotech ETF$1,144,392$96,364 ▼-7.8%12,7070.3%ETFNUENucor$1,142,8240.0%9,7920.3%Basic MaterialsIHIiShares U.S. Medical Devices ETF$1,134,207$886,220 ▲357.4%19,4380.3%ETFVBVanguard Small-Cap ETF$1,115,380$132,154 ▲13.4%4,6420.3%ETFXLIIndustrial Select Sector SPDR Fund$1,114,426$1,114,426 ▲New Holding8,4580.3%ETFQUALiShares MSCI USA Quality Factor ETF$1,110,1510.0%6,2340.3%ETFCRMSalesforce$1,079,886$72,550 ▲7.2%3,2300.3%Computer and TechnologyNEENextEra Energy$1,076,0670.0%15,0100.3%UtilitiesGE VERNOVA INC$1,048,958$143,742 ▼-12.1%3,1890.3%COMADPAutomatic Data Processing$1,021,0420.0%3,4880.3%Business ServicesGOLDBarrick Gold$1,011,623$283,123 ▲38.9%65,2660.3%Basic MaterialsIXJiShares Global Healthcare ETF$1,007,482$25,791 ▼-2.5%11,7190.3%ETFINTCIntel$991,292$355,687 ▼-26.4%49,4410.3%Computer and TechnologyTAT&T$990,286$32,379 ▼-3.2%43,4910.3%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$967,8590.0%10,6440.3%ETFVWOVanguard FTSE Emerging Markets ETF$938,6250.0%21,3130.3%ETFCOSTCostco Wholesale$917,186$91,627 ▲11.1%1,0010.3%Retail/WholesaleFCXFreeport-McMoRan$914,491$26,656 ▲3.0%24,0150.3%Basic MaterialsAMZNAmazon.com$906,3000.0%4,1310.3%Retail/WholesaleOIO-I Glass$856,902$575,246 ▼-40.2%79,0500.3%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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