Meridian Investment Counsel
Latest statistics and disclosures from Meridian Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, AAPL, MSFT, IAU, PLTR, and represent 18.52% of Meridian Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: XLU, Q, XLB, GILD, UBER, LIN, GBDC, COF, SLRC, XLE.
- Started 11 new stock positions in VGK, ISRG, SLRC, RNR, MSIF, CAT, Q, VUG, TY, CAH. TJX.
- Reduced shares in these 10 stocks: TSM, CVX, AAPL, , FDX, PLTR, KDP, TAP, WBD, TGNA.
- Sold out of its positions in CARR, Cohen & Steers Infrastructur, NFLX, REGN, XYZ.
- Meridian Investment Counsel was a net buyer of stock by $7.8M.
- Meridian Investment Counsel has $415M in assets under management (AUM), dropping by 2.50%.
- Central Index Key (CIK): 0001427351
Tip: Access up to 7 years of quarterly data
Positions held by Meridian Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Meridian Investment Counsel
Meridian Investment Counsel holds 239 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.3 | $26M | -7% | 86k | 303.89 |
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| Apple (AAPL) | 4.6 | $19M | -3% | 71k | 271.86 |
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| Microsoft Corporation (MSFT) | 3.2 | $14M | 28k | 483.62 |
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| Ishares Gold Tr Ishares New (IAU) | 2.4 | $10M | 123k | 81.17 |
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| Palantir Technologies Cl A (PLTR) | 1.9 | $8.1M | -4% | 46k | 177.75 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 1.6 | $6.7M | +99% | 157k | 42.69 |
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| Chevron Corporation (CVX) | 1.6 | $6.7M | -21% | 44k | 152.41 |
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| Abbvie (ABBV) | 1.5 | $6.1M | 27k | 228.49 |
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| Wal-Mart Stores (WMT) | 1.4 | $6.0M | 54k | 111.41 |
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| Norfolk Southern (NSC) | 1.4 | $5.9M | -2% | 21k | 288.72 |
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| Adobe Systems Incorporated (ADBE) | 1.4 | $5.9M | 17k | 349.99 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $5.4M | +11% | 22k | 246.16 |
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| Travelers Companies (TRV) | 1.3 | $5.3M | 18k | 290.06 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.2 | $5.2M | 8.6k | 603.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $5.1M | 10k | 502.65 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.2 | $5.1M | -3% | 27k | 191.56 |
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| Johnson & Johnson (JNJ) | 1.2 | $4.9M | 24k | 206.95 |
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| Oracle Corporation (ORCL) | 1.2 | $4.9M | 25k | 194.91 |
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| Qualcomm (QCOM) | 1.1 | $4.6M | 27k | 171.05 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 1.1 | $4.6M | 36k | 129.16 |
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| Meta Platforms Cl A (META) | 1.1 | $4.5M | +9% | 6.9k | 660.09 |
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| Bank of America Corporation (BAC) | 1.1 | $4.5M | 82k | 55.00 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 1.0 | $4.2M | +4% | 143k | 29.55 |
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| Cbre Group Cl A (CBRE) | 1.0 | $4.2M | 26k | 160.79 |
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| Home Depot (HD) | 1.0 | $4.2M | 12k | 344.10 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 1.0 | $4.1M | +5% | 26k | 155.12 |
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| Gilead Sciences (GILD) | 0.9 | $3.9M | +51% | 32k | 122.74 |
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| MetLife (MET) | 0.9 | $3.9M | 49k | 78.94 |
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| Capital One Financial (COF) | 0.9 | $3.7M | +23% | 15k | 242.36 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $3.6M | 7.6k | 480.57 |
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| FedEx Corporation (FDX) | 0.8 | $3.4M | -11% | 12k | 288.86 |
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| British Amern Tob Sponsored Adr (BTI) | 0.8 | $3.4M | 59k | 56.62 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $3.3M | 4.9k | 681.92 |
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| McKesson Corporation (MCK) | 0.8 | $3.2M | 3.9k | 820.29 |
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| Novo-nordisk A S Adr (NVO) | 0.8 | $3.2M | +12% | 62k | 50.88 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $3.0M | 4.00 | 754800.00 |
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| Ge Aerospace Com New (GE) | 0.7 | $3.0M | -6% | 9.6k | 308.03 |
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| Barrick Mng Corp Com Shs (B) | 0.7 | $2.9M | 68k | 43.55 |
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| Citigroup Com New (C) | 0.7 | $2.9M | 25k | 116.69 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $2.8M | 8.8k | 322.22 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.7 | $2.8M | 18k | 154.80 |
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| Winnebago Industries (WGO) | 0.7 | $2.8M | -4% | 68k | 40.52 |
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| Canadian Pacific Kansas City (CP) | 0.7 | $2.8M | +15% | 37k | 73.63 |
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| Uber Technologies (UBER) | 0.7 | $2.7M | +63% | 34k | 81.71 |
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| L3harris Technologies (LHX) | 0.7 | $2.7M | 9.4k | 293.57 |
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| Medtronic SHS (MDT) | 0.7 | $2.7M | 28k | 96.06 |
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| Kinder Morgan (KMI) | 0.6 | $2.7M | 98k | 27.49 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.6 | $2.7M | +106% | 59k | 45.35 |
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| International Business Machines (IBM) | 0.6 | $2.6M | 8.9k | 296.21 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.6 | $2.6M | 71k | 35.92 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $2.5M | 105k | 24.04 |
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| Peak (DOC) | 0.6 | $2.4M | +2% | 152k | 16.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $2.4M | -9% | 3.9k | 614.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.4M | -2% | 7.5k | 313.81 |
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| NVIDIA Corporation (NVDA) | 0.6 | $2.3M | -3% | 13k | 186.50 |
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| Amgen (AMGN) | 0.6 | $2.3M | 7.0k | 327.31 |
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| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.6 | $2.3M | 68k | 33.75 |
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| Wells Fargo & Company (WFC) | 0.5 | $2.3M | 24k | 93.20 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $2.2M | -5% | 75k | 29.89 |
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| Chubb (CB) | 0.5 | $2.2M | 7.2k | 312.12 |
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| Vanguard World Inf Tech Etf (VGT) | 0.5 | $2.2M | 2.9k | 753.78 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.5 | $2.1M | +8% | 68k | 31.51 |
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| Ge Vernova (GEV) | 0.5 | $2.1M | 3.2k | 653.57 |
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| Cisco Systems (CSCO) | 0.5 | $2.0M | 26k | 77.03 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.0M | -4% | 3.2k | 627.20 |
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| American Electric Power Company (AEP) | 0.5 | $2.0M | -2% | 17k | 115.31 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.9M | +6% | 6.2k | 313.00 |
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| Docusign (DOCU) | 0.5 | $1.9M | 28k | 68.40 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $1.8M | +23% | 24k | 75.44 |
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| Everest Re Group (EG) | 0.4 | $1.8M | +16% | 5.3k | 339.35 |
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| Honeywell International (HON) | 0.4 | $1.8M | 9.2k | 195.09 |
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| BP Sponsored Adr (BP) | 0.4 | $1.8M | -3% | 51k | 34.73 |
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| Genuine Parts Company (GPC) | 0.4 | $1.8M | 14k | 122.96 |
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| Spdr Series Trust State Street Spd (XBI) | 0.4 | $1.7M | +2% | 14k | 121.93 |
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| Qnity Electronics Common Stock (Q) | 0.4 | $1.7M | NEW | 21k | 81.65 |
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| Spdr Series Trust State Street Spd (DGT) | 0.4 | $1.7M | -3% | 10k | 166.70 |
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| Dupont De Nemours (DD) | 0.4 | $1.7M | 42k | 40.20 |
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| Verizon Communications (VZ) | 0.4 | $1.7M | 41k | 40.73 |
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| Linde SHS (LIN) | 0.4 | $1.7M | +165% | 3.9k | 426.39 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.7M | +12% | 6.4k | 257.95 |
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| Nucor Corporation (NUE) | 0.4 | $1.6M | 9.8k | 163.11 |
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| Pfizer (PFE) | 0.4 | $1.6M | -6% | 64k | 24.90 |
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| Axon Enterprise (AXON) | 0.4 | $1.6M | 2.8k | 567.93 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.6M | 25k | 62.47 |
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| MGIC Investment (MTG) | 0.4 | $1.5M | 53k | 29.22 |
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| MGM Resorts International. (MGM) | 0.4 | $1.5M | 41k | 36.49 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $1.5M | 12k | 120.18 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $1.4M | 23k | 62.15 |
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| Spdr Series Trust State Street Spd (XES) | 0.3 | $1.4M | -4% | 17k | 81.97 |
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| Micron Technology (MU) | 0.3 | $1.4M | +30% | 4.9k | 285.41 |
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| Amazon (AMZN) | 0.3 | $1.4M | 6.0k | 230.82 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.4M | 11k | 120.34 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $1.3M | +91% | 29k | 44.71 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.3 | $1.3M | -12% | 55k | 23.69 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.3 | $1.3M | +6% | 28k | 45.21 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $1.2M | 6.2k | 198.62 |
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| Toyota Motor Corp Ads (TM) | 0.3 | $1.2M | 5.7k | 214.06 |
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| Nextera Energy (NEE) | 0.3 | $1.2M | 15k | 80.28 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $1.2M | 24k | 50.79 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.2M | 6.5k | 183.40 |
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| Intel Corporation (INTC) | 0.3 | $1.2M | -3% | 33k | 36.90 |
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| Morgan Stanley Com New (MS) | 0.3 | $1.2M | 6.7k | 177.53 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.2M | 22k | 53.76 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.3 | $1.1M | 12k | 97.40 |
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| Arcbest (ARCB) | 0.3 | $1.1M | 15k | 74.19 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $1.1M | 13k | 85.77 |
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| Newmont Mining Corporation (NEM) | 0.3 | $1.1M | 11k | 99.85 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.0M | 11k | 96.88 |
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| SLB Com Stk (SLB) | 0.2 | $1.0M | +101% | 26k | 38.38 |
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| At&t (T) | 0.2 | $970k | 39k | 24.84 |
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| Reddit Cl A (RDDT) | 0.2 | $963k | +46% | 4.2k | 229.87 |
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| Vanguard World Consum Stp Etf (VDC) | 0.2 | $879k | -5% | 4.2k | 211.24 |
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| Ares Capital Corporation (ARCC) | 0.2 | $879k | +19% | 43k | 20.23 |
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| Tegna (TGNA) | 0.2 | $876k | -24% | 45k | 19.41 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $875k | 6.6k | 131.59 |
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| Golub Capital BDC (GBDC) | 0.2 | $870k | +530% | 64k | 13.57 |
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| Tapestry (TPR) | 0.2 | $870k | 6.8k | 127.77 |
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| Automatic Data Processing (ADP) | 0.2 | $844k | -4% | 3.3k | 257.23 |
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| Coca-Cola Company (KO) | 0.2 | $839k | -7% | 12k | 69.91 |
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| Emerson Electric (EMR) | 0.2 | $829k | +8% | 6.2k | 132.72 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.2 | $828k | -2% | 7.0k | 117.72 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $825k | 2.5k | 335.27 |
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| Wyndham Hotels And Resorts (WH) | 0.2 | $811k | -24% | 11k | 75.56 |
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| Costco Wholesale Corporation (COST) | 0.2 | $810k | -11% | 939.00 | 862.34 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $788k | -26% | 27k | 28.82 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.2 | $788k | -2% | 6.5k | 121.22 |
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| salesforce (CRM) | 0.2 | $770k | -10% | 2.9k | 264.91 |
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| Molson Coors Beverage CL B (TAP) | 0.2 | $735k | -31% | 16k | 46.68 |
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| Mongodb Cl A (MDB) | 0.2 | $731k | 1.7k | 419.69 |
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| Blackrock (BLK) | 0.2 | $730k | 682.00 | 1070.34 |
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| CVS Caremark Corporation (CVS) | 0.2 | $730k | 9.2k | 79.36 |
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| Synchrony Financial (SYF) | 0.2 | $706k | 8.5k | 83.43 |
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| Travel Leisure Ord (TNL) | 0.2 | $682k | -3% | 9.7k | 70.53 |
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| Spdr Series Trust State Street Spd (XOP) | 0.2 | $676k | -8% | 5.4k | 126.26 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.2 | $667k | 12k | 55.58 |
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| Lincoln Electric Holdings (LECO) | 0.2 | $659k | 2.8k | 239.64 |
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| O-i Glass (OI) | 0.2 | $658k | 45k | 14.76 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $658k | +6% | 10k | 66.00 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $649k | -7% | 5.4k | 119.75 |
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| Procter & Gamble Company (PG) | 0.2 | $639k | 4.5k | 143.31 |
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| Ishares Msci Taiwan Etf (EWT) | 0.2 | $634k | -9% | 10k | 63.53 |
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| Solar Cap (SLRC) | 0.2 | $632k | NEW | 41k | 15.46 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $625k | 2.3k | 275.39 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $615k | +145% | 12k | 50.58 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $613k | 8.8k | 69.67 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $607k | -5% | 2.1k | 287.85 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $597k | 2.6k | 227.51 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $589k | -6% | 14k | 41.12 |
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| Ally Financial (ALLY) | 0.1 | $587k | 13k | 45.29 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $555k | 810.00 | 684.94 |
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| Pepsi (PEP) | 0.1 | $540k | -12% | 3.8k | 143.52 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $525k | -3% | 2.7k | 193.63 |
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| Central Securities (CET) | 0.1 | $516k | 10k | 50.71 |
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| Cohen & Steers infrastucture Fund (UTF) | 0.1 | $506k | -9% | 21k | 24.11 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $491k | 4.2k | 117.21 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $489k | -15% | 4.8k | 100.89 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $488k | -25% | 2.9k | 171.18 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $483k | -2% | 5.9k | 82.02 |
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| Corteva (CTVA) | 0.1 | $481k | +4% | 7.2k | 67.03 |
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| Merck & Co (MRK) | 0.1 | $472k | -6% | 4.5k | 105.26 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $458k | +2% | 428.00 | 1069.86 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $452k | +12% | 2.7k | 168.77 |
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| Cintas Corporation (CTAS) | 0.1 | $451k | 2.4k | 188.07 |
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| McDonald's Corporation (MCD) | 0.1 | $441k | 1.4k | 305.63 |
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| Midcap Financial Invstmnt Com New (MFIC) | 0.1 | $431k | +4% | 38k | 11.44 |
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| ConocoPhillips (COP) | 0.1 | $430k | 4.6k | 93.61 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $429k | -3% | 16k | 26.32 |
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| Advanced Micro Devices (AMD) | 0.1 | $416k | 1.9k | 214.16 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $415k | 4.3k | 96.03 |
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| Eaton Corp SHS (ETN) | 0.1 | $414k | +3% | 1.3k | 318.51 |
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| Abbott Laboratories (ABT) | 0.1 | $409k | 3.3k | 125.29 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $408k | 7.6k | 53.83 |
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| Lincoln National Corporation (LNC) | 0.1 | $405k | -3% | 9.1k | 44.53 |
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| Cenovus Energy (CVE) | 0.1 | $394k | 23k | 16.92 |
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| Hershey Company (HSY) | 0.1 | $382k | 2.1k | 181.98 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $372k | 5.9k | 63.01 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $372k | 3.2k | 116.09 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $358k | 15k | 24.02 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $353k | 4.9k | 71.42 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $338k | NEW | 4.0k | 83.61 |
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| Keurig Dr Pepper (KDP) | 0.1 | $338k | -53% | 12k | 28.01 |
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| Pentair SHS (PNR) | 0.1 | $338k | -3% | 3.2k | 104.14 |
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| Entergy Corporation (ETR) | 0.1 | $333k | 3.6k | 92.43 |
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| Southern Company (SO) | 0.1 | $332k | 3.8k | 87.20 |
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| Archer Aviation Com Cl A (ACHR) | 0.1 | $331k | +3% | 44k | 7.52 |
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| Ishares Msci Germany Etf (EWG) | 0.1 | $328k | 7.7k | 42.50 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $327k | 3.7k | 88.49 |
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| Tri-Continental Corporation (TY) | 0.1 | $319k | NEW | 9.8k | 32.66 |
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| American Express Company (AXP) | 0.1 | $316k | 854.00 | 369.95 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $315k | 3.3k | 96.27 |
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| Walt Disney Company (DIS) | 0.1 | $315k | 2.8k | 113.77 |
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| Starbucks Corporation (SBUX) | 0.1 | $311k | 3.7k | 84.21 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $309k | 3.3k | 94.16 |
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| Deutsche Bank A G Namen Akt (DB) | 0.1 | $309k | 8.0k | 38.56 |
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| Genworth Finl Com Shs (GNW) | 0.1 | $303k | 34k | 9.03 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $300k | 6.0k | 49.90 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $298k | 630.00 | 473.30 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $293k | +42% | 1.5k | 190.99 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $291k | 3.7k | 78.81 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $289k | -8% | 11k | 27.21 |
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| Enbridge (ENB) | 0.1 | $284k | 5.9k | 47.83 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $281k | +18% | 3.1k | 89.46 |
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| Popular Com New (BPOP) | 0.1 | $280k | 2.3k | 124.52 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $273k | NEW | 970.00 | 281.16 |
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| American Intl Group Com New (AIG) | 0.1 | $267k | 3.1k | 85.55 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $264k | 300.00 | 878.96 |
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| Bain Cap Specialty Fin Com Stk (BCSF) | 0.1 | $262k | +7% | 19k | 13.91 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $261k | 1.0k | 250.31 |
|
|
| 3M Company (MMM) | 0.1 | $259k | 1.6k | 160.10 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $258k | 452.00 | 570.88 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $248k | NEW | 509.00 | 487.86 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $246k | -3% | 7.2k | 34.46 |
|
| Zimmer Holdings (ZBH) | 0.1 | $245k | 2.7k | 89.92 |
|
|
| Boeing Company (BA) | 0.1 | $243k | 1.1k | 217.12 |
|
|
| EQT Corporation (EQT) | 0.1 | $242k | 4.5k | 53.60 |
|
|
| Hp (HPQ) | 0.1 | $242k | -2% | 11k | 22.28 |
|
| Nvent Electric SHS (NVT) | 0.1 | $236k | -4% | 2.3k | 101.97 |
|
| Cardinal Health (CAH) | 0.1 | $235k | NEW | 1.1k | 205.50 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $234k | 7.0k | 33.45 |
|
|
| Tesla Motors (TSLA) | 0.1 | $233k | 519.00 | 449.72 |
|
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $232k | 2.4k | 96.84 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $227k | 982.00 | 231.32 |
|
|
| Kenvue (KVUE) | 0.1 | $225k | -5% | 13k | 17.25 |
|
| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.1 | $225k | 4.2k | 53.95 |
|
|
| Caterpillar (CAT) | 0.1 | $225k | NEW | 392.00 | 572.87 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $223k | 4.2k | 53.36 |
|
|
| Blackrock Calif Mun Income T Sh Ben Int (BFZ) | 0.1 | $220k | -20% | 21k | 10.74 |
|
| Omega Healthcare Investors (OHI) | 0.1 | $218k | 4.9k | 44.34 |
|
|
| Visa Com Cl A (V) | 0.1 | $216k | -6% | 616.00 | 350.71 |
|
| Msc Income Fund (MSIF) | 0.1 | $214k | NEW | 16k | 13.14 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $213k | NEW | 376.00 | 566.36 |
|
| TJX Companies (TJX) | 0.1 | $211k | NEW | 1.4k | 153.61 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $208k | 7.7k | 26.91 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $202k | 2.6k | 77.88 |
|
|
| Immunitybio (IBRX) | 0.0 | $191k | 96k | 1.98 |
|
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.0 | $183k | -18% | 11k | 16.32 |
|
| Ellsworth Fund (ECF) | 0.0 | $129k | 11k | 11.63 |
|
|
| PennantPark Investment (PNNT) | 0.0 | $85k | 14k | 5.96 |
|
|
| Transocean Registered Shs (RIG) | 0.0 | $62k | 15k | 4.13 |
|
Past Filings by Meridian Investment Counsel
SEC 13F filings are viewable for Meridian Investment Counsel going back to 2013
- Meridian Investment Counsel 2025 Q4 filed Jan. 20, 2026
- Meridian Investment Counsel 2025 Q3 filed Oct. 23, 2025
- Meridian Investment Counsel 2025 Q2 filed July 16, 2025
- Meridian Investment Counsel 2025 Q1 filed April 29, 2025
- Meridian Investment Counsel 2024 Q4 filed Feb. 12, 2025
- Meridian Investment Counsel 2024 Q3 filed Nov. 6, 2024
- Meridian Investment Counsel 2024 Q2 filed July 19, 2024
- Meridian Investment Counsel 2024 Q1 filed May 13, 2024
- Meridian Investment Counsel 2023 Q4 filed Feb. 9, 2024
- Meridian Investment Counsel 2023 Q3 filed Nov. 3, 2023
- Meridian Investment Counsel 2023 Q2 filed Aug. 9, 2023
- Meridian Investment Counsel 2023 Q1 filed May 5, 2023
- Meridian Investment Counsel 2022 Q4 filed Feb. 6, 2023
- Meridian Investment Counsel 2022 Q3 filed Nov. 8, 2022
- Meridian Investment Counsel 2022 Q2 filed Aug. 11, 2022
- Meridian Investment Counsel 2022 Q1 filed May 11, 2022