StockDriftsStockDriftsTop 50 Meridian Investment Counsel INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.02% | 75.7K | $34.6M | -5.58%(-4.48K) | $21.46(+1858.46%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.71% | 61.0K | $20.3M | -12.75%(-8.91K) | $121.03(+183.36%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.06% | 25.7K | $13.2M | -6.37%(-1.75K) | $83.16(+541.59%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 2.28% | 48.1K | $9.8M | +0.30%(+144) | $87.87(+155.35%) | 2026-09-30 | |
| IAU | ISHARES GOLD TR | 2% | 110.4K | $8.6M | -6.38%(-7.53K) | $32.04(+142.99%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 1.96% | 7.9K | $8.5M | -3.47%(-285) | $230.80(+292.07%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 1.58% | 36.5K | $6.8M | -16.86%(-7.41K) | $18.26(+963.10%) | 2026-09-30 | |
| BAC | BANK OF AMER CORP | 1.49% | 118.2K | $6.4M | +4.37%(+4.95K) | $31.79(+58.53%) | 2026-09-30 | |
| TRV | TRAVELERS COMPANIES INC | 1.47% | 17.8K | $6.3M | -1.46%(-263) | $105.06(+266.88%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 1.44% | 23.8K | $6.2M | -6.83%(-1.74K) | $65.33(+332.72%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.49% | +66.36% | +9.00% | +53.89% |
| Top 20 Holdings Unweighted | +16.14% | +56.66% | +8.01% | +46.99% |
Meridian Investment Counsel INC reports $431.01M in US-listed equity holdings across 230 positions in its most recent 13F filing. Its largest disclosed positions are TSM (8.0%), AAPL (4.7%) and MSFT (3.1%). The top 20 holdings account for 40.72% of reported assets. Its disclosed equity book has returned +66.36% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Meridian Investment Counsel INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Meridian Investment Counsel INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1427351). View Meridian Investment Counsel INC’s 13F filings on SEC