Meridian Investment Counsel
Meridian Investment Counsel reported 230 stocks worth $431M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are TSM (8.0%), AAPL (4.7%) and MSFT (3.1%). Compared with Q2 2026, the fund opened new positions in XOM, added to CVX, BAC and CRWD, trimmed TSM, AAPL and MSFT and sold out of VB, XOM and VDC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $34.6M | 8.0% | 76K | −4,478 (−6%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $20.3M | 4.7% | 61K | −8,909 (−13%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $13.2M | 3.1% | 26K | −1,749 (−6%) | 8 of 8 | |
| 4 |  CVX Chevron Corp New | $9.8M | 2.3% | 48K | +144 (+0%) | 8 of 8 | |
| 5 |  IAU Ishares Gold TR | $8.6M | 2.0% | 110K | −7,528 (−6%) | 8 of 8 | |
| 6 |  MU Micron Technology Inc | $8.5M | 2.0% | 7,940 | −285 (−3%) | 5 of 8 | |
| 7 |  PLTR Palantir Technologies Inc | $6.8M | 1.6% | 37K | −7,405 (−17%) | 8 of 8 | |
| 8 |  BAC Bank of America Corp | $6.4M | 1.5% | 118K | +4,949 (+4%) | 8 of 8 | |
| 9 |  TRV Travelers Cos Inc | $6.3M | 1.5% | 18K | −263 (−1%) | 8 of 8 | |
| 10 |  ABBV Abbvie Inc | $6.2M | 1.4% | 24K | −1,742 (−7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VB Vanguard Index Fds | $1.7M | 5,444 |
 XOM Exxon Mobil Corp | $1.4M | 10K |
 VDC Vanguard World FD | $881K | 3,905 |
 ARCC Ares Capital Corp | $722K | 39K |
 XLC Select Sector Spdr TR | $624K | 5,824 |
🔒 Free account: see all 27.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Meridian Investment Counsel 13F FAQ
What does Meridian Investment Counsel own?
Meridian Investment Counsel reported 230 stocks worth $431M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are TSM (8.0%), AAPL (4.7%) and MSFT (3.1%). The table above lists every position in the filing (the top 10 without an account).
What did Meridian Investment Counsel buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 25 added to, 113 trimmed and 27 sold out. New positions include XOM. It sold all of VB, XOM and VDC.
When will Meridian Investment Counsel file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Meridian Investment Counsel's portfolio worth?
The Q3 2026 filing reports $431M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.