Meridian Investment Counsel Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Portfolio Operations Manager Dane Pernot, lists a total of 230 holdings.
The largest position disclosed in the filing is Taiwan Semiconductor Manufacturing Company Sponsored ADS, held with 75,739 shares. Other significant holdings include Micron Technology Inc. with 7,940 shares, and NVIDIA Corporation with 4,284 shares. The portfolio also includes substantial positions in exchange-traded funds (ETFs), such as the iShares Gold Trust (110,405 shares) and the iShares MSCI Taiwan ETF (6,974 shares).
The filing details a mix of technology, healthcare, and financial services companies. Notable individual stock positions include Apple Inc. with 60,992 shares, Microsoft Corporation with 25,709 shares, and Johnson & Johnson with 22,065 shares. Additionally, the portfolio includes shares in Procter & Gamble Co., Visa Inc., and Berkshire Hathaway Inc. Class B.
The report lists the total value of the equity portfolio as $46,410,466,410, with the top 5 holdings comprising a significant portion of the total assets.
