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, MU, IAU, and represent 18.71% of Meridian Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: VGT, ALAB, BAC, HONA, KDP, HON, FDXF, CVX, ALL, VZ.
- Started 19 new stock positions in ALAB, DD, PSCH, KDP, PRCH, PANW, SOLS, TSLA, SCHX, ADI. SCHA, FDXF, DVN, HONA, MTUM, SCHB, KLAC, HON, CMI.
- Reduced shares in these 10 stocks: TSM, Honeywell International, BRK.A, MGM, BRK.B, GOOG, NVDA, MU, Dupont De Nemours, .
- Sold out of its positions in PEO, CTRA, Dupont De Nemours, Honeywell International, TAP, BSV.
- Meridian Investment Counsel was a net seller of stock by $-2.6M.
- Meridian Investment Counsel has $466M in assets under management (AUM), dropping by 10.95%.
- Central Index Key (CIK): 0001427351
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Portfolio Holdings for Meridian Investment Counsel
Meridian Investment Counsel holds 250 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 8.2 | $38M | -5% | 80k | 477.57 |
|
| Apple (AAPL) | 4.3 | $20M | 70k | 289.36 |
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| Microsoft Corporation (MSFT) | 2.2 | $10M | 28k | 373.03 |
|
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| Micron Technology (MU) | 2.0 | $9.5M | -7% | 8.2k | 1154.29 |
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| Ishares Gold Tr Ishares New (IAU) | 1.9 | $8.9M | -3% | 118k | 75.51 |
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| Chevron Corporation (CVX) | 1.7 | $8.0M | +10% | 48k | 165.76 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 1.5 | $7.2M | 159k | 45.34 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.4 | $6.7M | 22k | 300.45 |
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| Bank of America Corporation (BAC) | 1.4 | $6.5M | +37% | 113k | 56.98 |
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| Abbvie (ABBV) | 1.4 | $6.4M | -3% | 26k | 251.64 |
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| Norfolk Southern (NSC) | 1.4 | $6.4M | 20k | 314.59 |
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| Wal-Mart Stores (WMT) | 1.3 | $6.0M | 53k | 113.26 |
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| Travelers Companies (TRV) | 1.3 | $6.0M | 18k | 330.12 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 1.2 | $5.8M | 35k | 163.58 |
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| Johnson & Johnson (JNJ) | 1.2 | $5.8M | -3% | 23k | 253.97 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 1.2 | $5.8M | -4% | 8.2k | 703.33 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.2 | $5.7M | 27k | 212.77 |
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| Capital One Financial (COF) | 1.2 | $5.5M | +7% | 27k | 200.62 |
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| Qnity Electronics Common Stock (Q) | 1.2 | $5.4M | +8% | 33k | 163.31 |
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| Palantir Technologies Cl A (PLTR) | 1.1 | $5.1M | -3% | 44k | 116.67 |
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| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 1.1 | $5.0M | 143k | 34.62 |
|
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 1.0 | $4.8M | -2% | 26k | 185.23 |
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| Meta Platforms Cl A (META) | 1.0 | $4.5M | +15% | 8.0k | 563.29 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $4.4M | 5.7k | 763.14 |
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| Intel Corporation (INTC) | 0.9 | $4.3M | -4% | 31k | 139.63 |
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| Home Depot (HD) | 0.9 | $4.2M | 12k | 352.68 |
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| Qualcomm (QCOM) | 0.9 | $4.0M | -6% | 22k | 184.79 |
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| Gilead Sciences (GILD) | 0.9 | $4.0M | -2% | 32k | 126.34 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.8 | $4.0M | 7.6k | 522.39 |
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| Cisco Systems (CSCO) | 0.8 | $3.9M | -2% | 34k | 117.46 |
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| MetLife (MET) | 0.8 | $3.7M | -6% | 44k | 84.61 |
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| FedEx Corporation (FDX) | 0.8 | $3.7M | 12k | 313.13 |
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| Oracle Corporation (ORCL) | 0.8 | $3.7M | 25k | 146.55 |
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| Ge Vernova (GEV) | 0.8 | $3.7M | 3.1k | 1174.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $3.6M | -22% | 7.3k | 500.39 |
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| British Amern Tob Sponsored Adr (BTI) | 0.8 | $3.6M | -2% | 58k | 61.76 |
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| Ge Aerospace Com New (GE) | 0.8 | $3.5M | 9.4k | 373.75 |
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| Cbre Group Cl A (CBRE) | 0.8 | $3.5M | 26k | 134.69 |
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| Citigroup Com New (C) | 0.7 | $3.5M | 25k | 139.96 |
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| Adobe Systems Incorporated (ADBE) | 0.7 | $3.4M | 17k | 205.02 |
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| Peak (DOC) | 0.7 | $3.4M | 159k | 21.40 |
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| McKesson Corporation (MCK) | 0.7 | $3.3M | +12% | 4.4k | 755.60 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.7 | $3.2M | +2% | 20k | 158.25 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $3.1M | -13% | 4.1k | 746.77 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $3.1M | 111k | 27.70 |
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| Canadian Pacific Kansas City (CP) | 0.7 | $3.1M | -5% | 35k | 86.65 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $3.0M | 63k | 47.94 |
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| Kinder Morgan (KMI) | 0.6 | $3.0M | -3% | 94k | 31.97 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.9M | 8.9k | 327.33 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.6 | $2.9M | 18k | 158.66 |
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| Spdr Index Shs Fds St Str Acwi Etf (CWI) | 0.6 | $2.9M | 70k | 40.67 |
|
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.6 | $2.8M | -5% | 56k | 50.83 |
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| Vanguard World Inf Tech Etf (VGT) | 0.6 | $2.8M | +694% | 23k | 119.52 |
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| Chubb (CB) | 0.6 | $2.7M | +11% | 8.0k | 340.74 |
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| Barrick Mng Corp Com Shs (B) | 0.6 | $2.7M | 72k | 36.73 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.6 | $2.6M | 70k | 38.06 |
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| L3harris Technologies (LHX) | 0.6 | $2.6M | -2% | 9.1k | 290.59 |
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| Amgen (AMGN) | 0.5 | $2.5M | 7.0k | 362.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $2.5M | -2% | 3.3k | 736.40 |
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| International Business Machines (IBM) | 0.5 | $2.5M | 8.7k | 281.21 |
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| Uber Technologies (UBER) | 0.5 | $2.4M | 34k | 72.16 |
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| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.5 | $2.4M | 69k | 35.29 |
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| Servicenow (NOW) | 0.5 | $2.4M | +31% | 24k | 99.28 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.3M | 6.5k | 357.37 |
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| American Electric Power Company (AEP) | 0.5 | $2.3M | -3% | 17k | 136.81 |
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| Verizon Communications (VZ) | 0.5 | $2.3M | +38% | 54k | 42.34 |
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| Astera Labs (ALAB) | 0.5 | $2.2M | NEW | 4.7k | 483.02 |
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| Arcbest (ARCB) | 0.5 | $2.2M | 15k | 143.54 |
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| Linde SHS (LIN) | 0.5 | $2.1M | 4.1k | 518.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.1M | -3% | 3.1k | 686.82 |
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| Medtronic SHS (MDT) | 0.4 | $2.1M | -5% | 27k | 78.23 |
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| Nucor Corporation (NUE) | 0.4 | $2.1M | 9.3k | 222.75 |
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| Wells Fargo & Company (WFC) | 0.4 | $2.0M | 24k | 82.64 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $2.0M | -9% | 2.1k | 965.00 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $1.9M | -19% | 22k | 85.49 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $1.9M | 13k | 148.31 |
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| Spdr Series Trust St Str Glb Dow (DGT) | 0.4 | $1.8M | -2% | 10k | 184.79 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.8M | -29% | 9.1k | 200.09 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.4 | $1.8M | +18% | 34k | 53.11 |
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| BP Sponsored Adr (BP) | 0.4 | $1.8M | 49k | 36.95 |
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| Everest Re Group (EG) | 0.4 | $1.8M | -6% | 5.0k | 357.23 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.8M | 25k | 71.25 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $1.8M | 34k | 52.76 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $1.7M | -4% | 71k | 24.55 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.7M | -37% | 4.9k | 353.33 |
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| Spdr Series Trust Sp O&g Eqp Serv (XES) | 0.4 | $1.7M | -22% | 15k | 112.08 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.7M | -17% | 5.4k | 303.12 |
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| Genuine Parts Company (GPC) | 0.3 | $1.6M | 14k | 117.98 |
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| Axon Enterprise (AXON) | 0.3 | $1.6M | 2.8k | 560.61 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.5M | -50% | 2.00 | 748850.00 |
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| MGIC Investment (MTG) | 0.3 | $1.5M | 53k | 28.20 |
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| Freeport Mcmoran CL B (FCX) | 0.3 | $1.5M | -2% | 23k | 62.89 |
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| Winnebago Industries (WGO) | 0.3 | $1.4M | -25% | 46k | 31.24 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $1.4M | +4% | 6.5k | 219.43 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.4M | -4% | 10k | 136.72 |
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| Morgan Stanley Com New (MS) | 0.3 | $1.4M | 6.7k | 209.04 |
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| Amazon (AMZN) | 0.3 | $1.4M | -3% | 5.8k | 238.34 |
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| Allstate Corporation (ALL) | 0.3 | $1.4M | +110% | 5.7k | 237.94 |
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| Nextera Energy (NEE) | 0.3 | $1.3M | 15k | 87.77 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.3M | 22k | 59.69 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.3M | 6.7k | 189.73 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $1.3M | 11k | 117.50 |
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| Weyerhaeuser Com New (WY) | 0.3 | $1.2M | -3% | 52k | 23.94 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $1.2M | +15% | 16k | 75.45 |
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| Pfizer (PFE) | 0.3 | $1.2M | -8% | 50k | 24.08 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.2M | -5% | 2.0k | 580.91 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.2 | $1.1M | 12k | 98.38 |
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| Honeywell Aerospace (HONA) | 0.2 | $1.1M | NEW | 5.0k | 221.08 |
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| Keurig Dr Pepper (KDP) | 0.2 | $1.1M | NEW | 32k | 32.73 |
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| Honeywell International (HON) | 0.2 | $1.0M | NEW | 4.6k | 223.90 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.0M | -4% | 2.4k | 433.33 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $1.0M | -10% | 21k | 49.41 |
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| Tapestry (TPR) | 0.2 | $996k | 6.8k | 146.38 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $982k | 6.6k | 147.73 |
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| Golub Capital BDC (GBDC) | 0.2 | $977k | +4% | 76k | 12.88 |
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| Docusign (DOCU) | 0.2 | $967k | -5% | 22k | 44.42 |
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| CVS Caremark Corporation (CVS) | 0.2 | $951k | 9.2k | 103.45 |
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| Emerson Electric (EMR) | 0.2 | $933k | 6.5k | 143.15 |
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| Toyota Motor Corp Ads (TM) | 0.2 | $932k | -2% | 5.5k | 168.42 |
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| Wyndham Hotels And Resorts (WH) | 0.2 | $904k | 11k | 84.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $904k | 2.4k | 370.04 |
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| Costco Wholesale Corporation (COST) | 0.2 | $898k | 960.00 | 935.47 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.2 | $886k | NEW | 5.9k | 151.00 |
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| Vanguard World Consum Stp Etf (VDC) | 0.2 | $881k | -5% | 3.9k | 225.49 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $852k | 428.00 | 1989.44 |
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| Solar Cap (SLRC) | 0.2 | $849k | +10% | 69k | 12.37 |
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| Immunitybio (IBRX) | 0.2 | $844k | 96k | 8.76 |
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| Spdr Series Trust Sp O&g Expl Pro (XOP) | 0.2 | $826k | 5.4k | 154.26 |
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| Reddit Cl A (RDDT) | 0.2 | $824k | -9% | 4.7k | 173.58 |
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| Newmont Mining Corporation (NEM) | 0.2 | $804k | 8.6k | 93.40 |
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| Ishares Msci Taiwan Etf (EWT) | 0.2 | $779k | -17% | 7.2k | 108.61 |
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| Johnson Controls Internation SHS (JCI) | 0.2 | $770k | -2% | 5.3k | 146.11 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $752k | -2% | 9.7k | 77.11 |
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| At&t (T) | 0.2 | $751k | -7% | 36k | 20.70 |
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| Travel Leisure Ord (TNL) | 0.2 | $740k | 9.7k | 76.43 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.2 | $734k | 6.5k | 112.85 |
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| Lincoln Electric Holdings (LECO) | 0.2 | $730k | 2.8k | 265.51 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $725k | 8.8k | 82.34 |
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| Ares Capital Corporation (ARCC) | 0.2 | $722k | -15% | 39k | 18.53 |
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| Coca-Cola Company (KO) | 0.2 | $716k | -26% | 8.8k | 81.27 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $703k | 26k | 26.66 |
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| MGM Resorts International. (MGM) | 0.1 | $679k | -64% | 14k | 47.81 |
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| Procter & Gamble Company (PG) | 0.1 | $661k | 4.5k | 146.64 |
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| Automatic Data Processing (ADP) | 0.1 | $645k | 2.9k | 223.95 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $642k | -7% | 11k | 58.26 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $624k | -16% | 5.8k | 107.13 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $607k | 810.00 | 748.89 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $594k | -7% | 12k | 48.57 |
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| Mongodb Cl A (MDB) | 0.1 | $585k | 1.7k | 335.90 |
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| Cenovus Energy (CVE) | 0.1 | $578k | 23k | 24.81 |
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| SLB Com Stk (SLB) | 0.1 | $574k | -3% | 12k | 46.49 |
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| Ally Financial (ALLY) | 0.1 | $572k | -3% | 13k | 45.95 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $570k | -9% | 1.9k | 299.01 |
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| Synchrony Financial (SYF) | 0.1 | $555k | -2% | 7.3k | 76.05 |
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| Msc Income Fund (MSIF) | 0.1 | $555k | +17% | 48k | 11.57 |
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| Cohen & Steers infrastucture Fund (UTF) | 0.1 | $543k | -2% | 20k | 27.59 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $541k | 12k | 45.11 |
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| Eaton Corp SHS (ETN) | 0.1 | $533k | -3% | 1.3k | 426.12 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $530k | 4.2k | 126.58 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $529k | 2.6k | 201.61 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $520k | 2.7k | 190.19 |
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| Merck & Co (MRK) | 0.1 | $504k | +3% | 3.9k | 128.50 |
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| Applied Materials (AMAT) | 0.1 | $495k | 684.00 | 723.00 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $490k | 2.7k | 183.95 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $487k | +5% | 3.4k | 144.61 |
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| Central Securities (CET) | 0.1 | $481k | 9.2k | 52.45 |
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| Pepsi (PEP) | 0.1 | $475k | -6% | 3.5k | 135.40 |
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| Corteva (CTVA) | 0.1 | $473k | -17% | 5.6k | 84.69 |
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| Devon Energy Corporation (DVN) | 0.1 | $467k | NEW | 11k | 41.32 |
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| ConocoPhillips (COP) | 0.1 | $465k | -2% | 4.5k | 103.96 |
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| salesforce (CRM) | 0.1 | $455k | 2.9k | 156.66 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $450k | -3% | 4.1k | 109.77 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $449k | 4.3k | 103.88 |
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| Blackrock (BLK) | 0.1 | $442k | -32% | 460.00 | 961.56 |
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| Dupont De Nemours Common Stock (DD) | 0.1 | $434k | NEW | 3.2k | 135.64 |
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| Entergy Corporation (ETR) | 0.1 | $414k | 3.6k | 114.86 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $409k | -6% | 7.1k | 57.84 |
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| Cintas Corporation (CTAS) | 0.1 | $408k | 2.4k | 170.08 |
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| McDonald's Corporation (MCD) | 0.1 | $407k | 1.5k | 270.31 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $393k | +10% | 4.1k | 96.43 |
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| Midcap Financial Invstmnt Com New (MFIC) | 0.1 | $389k | 39k | 10.08 |
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| Starbucks Corporation (SBUX) | 0.1 | $377k | 3.7k | 102.19 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $371k | -4% | 5.7k | 65.73 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $371k | 4.9k | 74.90 |
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| Popular Com New (BPOP) | 0.1 | $369k | 2.3k | 164.18 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $369k | +22% | 3.8k | 96.58 |
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| Hershey Company (HSY) | 0.1 | $368k | 2.1k | 175.45 |
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| Caterpillar (CAT) | 0.1 | $364k | -12% | 342.00 | 1064.90 |
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| Southern Company (SO) | 0.1 | $364k | 3.8k | 95.71 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $361k | 3.3k | 110.32 |
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| Archer Aviation Com Cl A (ACHR) | 0.1 | $358k | -12% | 76k | 4.73 |
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| O-i Glass (OI) | 0.1 | $357k | -11% | 37k | 9.63 |
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| Nvent Elec SHS (NVT) | 0.1 | $342k | -12% | 2.0k | 169.61 |
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| Tri-Continental Corporation (TY) | 0.1 | $336k | 9.8k | 34.42 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $336k | -34% | 6.7k | 50.49 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $334k | 1.5k | 217.93 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $331k | 11k | 31.10 |
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| Abbott Laboratories (ABT) | 0.1 | $329k | 3.6k | 90.74 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $324k | 6.0k | 54.02 |
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| Enbridge (ENB) | 0.1 | $321k | 5.9k | 54.21 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $318k | -23% | 3.6k | 88.54 |
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| Genworth Finl Com Shs (GNW) | 0.1 | $317k | 34k | 9.47 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $317k | 3.3k | 96.46 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $313k | +300% | 2.5k | 124.17 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $309k | -11% | 4.8k | 64.01 |
|
| Walt Disney Company (DIS) | 0.1 | $294k | +5% | 3.1k | 96.25 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $293k | 300.00 | 978.12 |
|
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $285k | 7.0k | 40.68 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $284k | -7% | 895.00 | 316.90 |
|
| Union Pacific Corporation (UNP) | 0.1 | $276k | +14% | 1.0k | 272.00 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $276k | 2.4k | 114.88 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $272k | NEW | 794.00 | 342.83 |
|
| 3M Company (MMM) | 0.1 | $272k | +3% | 1.7k | 161.91 |
|
| Keysight Technologies (KEYS) | 0.1 | $272k | 776.00 | 350.07 |
|
|
| Cardinal Health (CAH) | 0.1 | $271k | 1.1k | 237.56 |
|
|
| Deutsche Bk Namen Akt (DB) | 0.1 | $270k | 8.0k | 33.76 |
|
|
| Tesla Motors (TSLA) | 0.1 | $269k | NEW | 640.00 | 420.60 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $263k | +500% | 3.1k | 86.14 |
|
| Visa Com Cl A (V) | 0.1 | $258k | 751.00 | 343.09 |
|
|
| Delek Us Holdings (DK) | 0.1 | $254k | 5.0k | 50.81 |
|
|
| Us Bancorp Com New (USB) | 0.1 | $253k | 4.2k | 60.40 |
|
|
| Boeing Company (BA) | 0.1 | $243k | 1.1k | 216.47 |
|
|
| EQT Corporation (EQT) | 0.1 | $240k | 4.5k | 53.17 |
|
|
| Pentair SHS (PNR) | 0.1 | $240k | -3% | 3.1k | 76.66 |
|
| Porch Group (PRCH) | 0.1 | $236k | NEW | 16k | 15.04 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $235k | NEW | 6.5k | 36.13 |
|
| Zimmer Holdings (ZBH) | 0.1 | $235k | 2.7k | 86.09 |
|
|
| Omega Healthcare Investors (OHI) | 0.1 | $234k | 4.9k | 47.68 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $232k | 452.00 | 513.60 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $229k | 3.1k | 74.53 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $229k | NEW | 670.00 | 341.02 |
|
| Ishares Msci Germany Etf (EWG) | 0.0 | $228k | -6% | 5.5k | 41.37 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $226k | NEW | 7.7k | 29.43 |
|
| Kenvue (KVUE) | 0.0 | $223k | -10% | 12k | 19.11 |
|
| Analog Devices (ADI) | 0.0 | $222k | NEW | 559.00 | 397.17 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $220k | +10% | 2.9k | 76.70 |
|
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $219k | -10% | 18k | 12.52 |
|
| Kla Corp Com New (KLAC) | 0.0 | $211k | NEW | 700.00 | 301.71 |
|
| Shell Spon Ads (SHEL) | 0.0 | $209k | +8% | 2.7k | 77.54 |
|
| TJX Companies (TJX) | 0.0 | $208k | 1.4k | 151.50 |
|
|
| Cummins (CMI) | 0.0 | $207k | NEW | 290.00 | 713.21 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $207k | 3.6k | 57.62 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) | 0.0 | $205k | NEW | 3.9k | 52.37 |
|
| Lincoln National Corporation (LNC) | 0.0 | $204k | -36% | 5.8k | 35.35 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $203k | NEW | 7.0k | 28.96 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $202k | NEW | 2.3k | 88.60 |
|
| Ellsworth Fund (ECF) | 0.0 | $147k | 11k | 13.21 |
|
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $141k | 13k | 10.99 |
|
|
| Transocean Registered Shs (RIG) | 0.0 | $73k | 15k | 4.89 |
|
|
| PennantPark Investment (PNNT) | 0.0 | $49k | 14k | 3.47 |
|
Past Filings by Meridian Investment Counsel
SEC 13F filings are viewable for Meridian Investment Counsel going back to 2013
- Meridian Investment Counsel 2026 Q2 filed July 23, 2026
- Meridian Investment Counsel 2026 Q1 filed April 28, 2026
- 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