Meridian Investment Counsel
Latest statistics and disclosures from Meridian Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, AAPL, IAU, MSFT, CVX, and represent 18.26% of Meridian Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: CRWD, NOW, COF, MU, Q, XBI, CSCO, ALL, XES, SLRC.
- Started 10 new stock positions in SHEL, KEYS, ALL, CRWD, AMAT, BMY, MUC, PEO, NOW, DK.
- Reduced shares in these 10 stocks: DD, Tegna, SLB, QCOM, BRK.B, TSM, KDP, AXP, QQQ, MTUM.
- Sold out of its positions in AXP, BFZ, BBN, DKNG, HPQ, ISRG, PNQI, MTUM, KDP, SCHX. Tegna, TSLA.
- Meridian Investment Counsel was a net buyer of stock by $5.7M.
- Meridian Investment Counsel has $420M in assets under management (AUM), dropping by 1.18%.
- 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 237 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 6.8 | $29M | 85k | 337.95 |
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| Apple (AAPL) | 4.3 | $18M | 71k | 253.79 |
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| Ishares Gold Tr Ishares New (IAU) | 2.6 | $11M | 122k | 88.16 |
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| Microsoft Corporation (MSFT) | 2.5 | $10M | 28k | 370.17 |
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| Chevron Corporation (CVX) | 2.1 | $9.0M | 44k | 206.90 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 1.8 | $7.4M | +2% | 161k | 45.89 |
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| Palantir Technologies Cl A (PLTR) | 1.6 | $6.7M | 46k | 146.28 |
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| Wal-Mart Stores (WMT) | 1.6 | $6.6M | 53k | 124.28 |
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| Norfolk Southern (NSC) | 1.4 | $5.9M | 21k | 287.00 |
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| Abbvie (ABBV) | 1.4 | $5.7M | 26k | 217.49 |
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| Johnson & Johnson (JNJ) | 1.4 | $5.7M | 23k | 244.44 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $5.6M | +2% | 22k | 248.00 |
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| Travelers Companies (TRV) | 1.3 | $5.4M | 18k | 291.68 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 1.3 | $5.3M | 8.6k | 616.78 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.2 | $5.1M | 27k | 191.92 |
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| Capital One Financial (COF) | 1.1 | $4.6M | +66% | 25k | 182.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $4.5M | -7% | 9.4k | 479.20 |
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| Gilead Sciences (GILD) | 1.1 | $4.5M | 32k | 139.37 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 1.0 | $4.3M | +2% | 27k | 161.73 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 1.0 | $4.3M | 144k | 29.49 |
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| FedEx Corporation (FDX) | 1.0 | $4.2M | 12k | 356.18 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 1.0 | $4.2M | 35k | 118.51 |
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| Adobe Systems Incorporated (ADBE) | 1.0 | $4.1M | 17k | 243.08 |
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| Bank of America Corporation (BAC) | 1.0 | $4.0M | 82k | 48.75 |
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| Home Depot (HD) | 0.9 | $4.0M | 12k | 328.89 |
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| Meta Platforms Cl A (META) | 0.9 | $3.9M | 6.9k | 572.13 |
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| Oracle Corporation (ORCL) | 0.9 | $3.7M | 25k | 147.11 |
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| Cbre Group Cl A (CBRE) | 0.8 | $3.5M | 26k | 135.46 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.8 | $3.5M | 7.6k | 463.19 |
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| Qnity Electronics Common Stock (Q) | 0.8 | $3.5M | +43% | 30k | 115.38 |
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| British Amern Tob Sponsored Adr (BTI) | 0.8 | $3.4M | 59k | 58.47 |
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| McKesson Corporation (MCK) | 0.8 | $3.4M | 3.9k | 865.36 |
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| MetLife (MET) | 0.8 | $3.3M | -5% | 47k | 70.72 |
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| Kinder Morgan (KMI) | 0.8 | $3.3M | 97k | 33.53 |
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| L3harris Technologies (LHX) | 0.8 | $3.2M | 9.3k | 345.15 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $3.1M | -2% | 4.8k | 650.34 |
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| Qualcomm (QCOM) | 0.7 | $3.0M | -13% | 23k | 128.78 |
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| Micron Technology (MU) | 0.7 | $3.0M | +82% | 8.9k | 337.84 |
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| Barrick Mng Corp Com Shs (B) | 0.7 | $3.0M | +7% | 73k | 40.79 |
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| Canadian Pacific Kansas City (CP) | 0.7 | $2.9M | 37k | 78.66 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.7 | $2.9M | 59k | 49.97 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $2.9M | 4.00 | 718140.00 |
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| Citigroup Com New (C) | 0.7 | $2.9M | 25k | 113.41 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $2.8M | +7% | 113k | 24.75 |
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| Ge Vernova (GEV) | 0.7 | $2.7M | 3.1k | 872.90 |
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| Ge Aerospace Com New (GE) | 0.6 | $2.7M | 9.5k | 283.78 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.6 | $2.7M | 18k | 146.61 |
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| Cisco Systems (CSCO) | 0.6 | $2.7M | +32% | 35k | 77.59 |
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| Peak (DOC) | 0.6 | $2.6M | +4% | 160k | 16.43 |
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| Spdr Index Shs Fds State Street Spd (CWI) | 0.6 | $2.6M | 71k | 36.59 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.6M | 8.8k | 294.16 |
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| Spdr Series Trust State Street Spd (XBI) | 0.6 | $2.5M | +37% | 20k | 127.73 |
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| Amgen (AMGN) | 0.6 | $2.5M | 7.0k | 351.85 |
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| Uber Technologies (UBER) | 0.6 | $2.4M | 34k | 71.93 |
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| Medtronic SHS (MDT) | 0.6 | $2.4M | 28k | 86.65 |
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| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.6 | $2.4M | +2% | 69k | 34.76 |
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| BP Sponsored Adr (BP) | 0.6 | $2.4M | 50k | 47.00 |
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| Chubb (CB) | 0.6 | $2.3M | 7.2k | 325.93 |
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| Spdr Series Trust State Street Spd (XES) | 0.5 | $2.3M | +16% | 20k | 116.33 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $2.3M | 62k | 36.75 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.5 | $2.3M | +3% | 70k | 32.43 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $2.3M | NEW | 5.8k | 390.41 |
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| NVIDIA Corporation (NVDA) | 0.5 | $2.3M | +4% | 13k | 174.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.2M | +4% | 7.8k | 286.85 |
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| American Electric Power Company (AEP) | 0.5 | $2.2M | 17k | 131.08 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $2.2M | +15% | 28k | 77.11 |
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| International Business Machines (IBM) | 0.5 | $2.1M | 8.9k | 242.39 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $2.1M | 75k | 28.71 |
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| Honeywell International (HON) | 0.5 | $2.1M | 9.2k | 226.03 |
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| Linde SHS (LIN) | 0.5 | $2.1M | +8% | 4.2k | 495.76 |
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| Vanguard World Inf Tech Etf (VGT) | 0.5 | $2.1M | 2.9k | 697.72 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $2.0M | -12% | 3.4k | 577.18 |
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| Verizon Communications (VZ) | 0.5 | $1.9M | -4% | 39k | 50.20 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.9M | 3.2k | 597.49 |
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| Wells Fargo & Company (WFC) | 0.5 | $1.9M | 24k | 79.61 |
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| Servicenow (NOW) | 0.5 | $1.9M | NEW | 18k | 104.55 |
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| Winnebago Industries (WGO) | 0.5 | $1.9M | -9% | 62k | 30.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.9M | +4% | 6.5k | 287.56 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.8M | -4% | 11k | 169.66 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.4 | $1.8M | 29k | 61.26 |
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| Everest Re Group (EG) | 0.4 | $1.8M | 5.4k | 326.85 |
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| Spdr Series Trust State Street Spd (DGT) | 0.4 | $1.7M | 10k | 169.55 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.7M | +3% | 6.6k | 261.92 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $1.6M | +17% | 33k | 48.93 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.6M | 25k | 64.08 |
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| Nucor Corporation (NUE) | 0.4 | $1.6M | -4% | 9.3k | 169.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $1.6M | +2% | 13k | 124.31 |
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| Pfizer (PFE) | 0.4 | $1.5M | -13% | 55k | 28.08 |
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| Arcbest (ARCB) | 0.4 | $1.5M | 15k | 98.36 |
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| Genuine Parts Company (GPC) | 0.4 | $1.5M | -2% | 14k | 105.75 |
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| MGM Resorts International. (MGM) | 0.3 | $1.5M | -2% | 40k | 37.01 |
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| Intel Corporation (INTC) | 0.3 | $1.4M | 33k | 44.13 |
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| Nextera Energy (NEE) | 0.3 | $1.4M | 15k | 92.88 |
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| Freeport Mcmoran CL B (FCX) | 0.3 | $1.4M | 24k | 58.78 |
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| MGIC Investment (MTG) | 0.3 | $1.4M | 53k | 26.25 |
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| Weyerhaeuser Com New (WY) | 0.3 | $1.3M | 54k | 24.43 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $1.3M | +7% | 14k | 91.77 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.3M | 6.5k | 192.90 |
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| Amazon (AMZN) | 0.3 | $1.3M | 6.0k | 208.27 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $1.2M | 23k | 53.35 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $1.2M | 6.2k | 191.81 |
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| Axon Enterprise (AXON) | 0.3 | $1.2M | 2.8k | 424.69 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.2M | 22k | 54.05 |
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| Toyota Motor Corp Ads (TM) | 0.3 | $1.2M | 5.7k | 206.09 |
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| At&t (T) | 0.3 | $1.1M | 39k | 28.99 |
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| Morgan Stanley Com New (MS) | 0.3 | $1.1M | 6.7k | 164.57 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.3 | $1.1M | 12k | 93.54 |
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| Docusign (DOCU) | 0.3 | $1.1M | -16% | 23k | 47.41 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $1.1M | 11k | 100.62 |
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| Spdr Series Trust State Street Spd (XOP) | 0.2 | $974k | 5.4k | 181.83 |
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| Tapestry (TPR) | 0.2 | $960k | 6.8k | 141.11 |
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| Costco Wholesale Corporation (COST) | 0.2 | $957k | +2% | 960.00 | 996.43 |
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| Newmont Mining Corporation (NEM) | 0.2 | $932k | -20% | 8.6k | 108.25 |
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| Vanguard World Consum Stp Etf (VDC) | 0.2 | $929k | 4.1k | 224.59 |
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| Golub Capital BDC (GBDC) | 0.2 | $917k | +12% | 72k | 12.66 |
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| Coca-Cola Company (KO) | 0.2 | $913k | 12k | 76.05 |
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| Solar Cap (SLRC) | 0.2 | $891k | +52% | 62k | 14.31 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $889k | 2.3k | 391.76 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $881k | 6.6k | 132.50 |
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| Wyndham Hotels And Resorts (WH) | 0.2 | $872k | 11k | 81.23 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $859k | -7% | 13k | 65.00 |
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| Emerson Electric (EMR) | 0.2 | $838k | +2% | 6.4k | 131.02 |
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| Ares Capital Corporation (ARCC) | 0.2 | $826k | +5% | 46k | 18.02 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $783k | 2.4k | 320.81 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.2 | $774k | 7.0k | 110.86 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.2 | $747k | 6.5k | 114.86 |
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| Immunitybio (IBRX) | 0.2 | $740k | 96k | 7.67 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $735k | -2% | 27k | 27.46 |
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| Johnson Controls Internation SHS (JCI) | 0.2 | $709k | 5.4k | 130.95 |
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| Reddit Cl A (RDDT) | 0.2 | $706k | +25% | 5.2k | 134.65 |
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| Lincoln Electric Holdings (LECO) | 0.2 | $685k | 2.8k | 249.08 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $673k | 10k | 67.53 |
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| Travel Leisure Ord (TNL) | 0.2 | $669k | 9.7k | 69.19 |
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| CVS Caremark Corporation (CVS) | 0.2 | $660k | 9.2k | 71.82 |
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| SLB Com Stk (SLB) | 0.2 | $660k | -51% | 13k | 51.39 |
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| Blackrock (BLK) | 0.2 | $658k | 684.00 | 961.71 |
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| Dupont De Nemours (DD) | 0.2 | $652k | -66% | 14k | 45.80 |
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| Procter & Gamble Company (PG) | 0.2 | $644k | 4.5k | 144.44 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $626k | 8.8k | 71.13 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $622k | 12k | 52.46 |
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| Cenovus Energy (CVE) | 0.1 | $618k | 23k | 26.53 |
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| Ishares Msci Taiwan Etf (EWT) | 0.1 | $615k | -13% | 8.7k | 70.92 |
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| Molson Coors Beverage CL B (TAP) | 0.1 | $608k | -10% | 14k | 43.06 |
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| ConocoPhillips (COP) | 0.1 | $606k | 4.6k | 132.00 |
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| Automatic Data Processing (ADP) | 0.1 | $585k | -12% | 2.9k | 203.18 |
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| Pepsi (PEP) | 0.1 | $584k | 3.8k | 155.29 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $573k | 16k | 35.14 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $572k | 2.1k | 272.33 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $565k | 428.00 | 1320.83 |
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| Corteva (CTVA) | 0.1 | $565k | -5% | 6.8k | 83.71 |
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| Allstate Corporation (ALL) | 0.1 | $562k | NEW | 2.7k | 207.34 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $549k | 4.2k | 130.94 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $549k | 2.6k | 209.02 |
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| salesforce (CRM) | 0.1 | $542k | 2.9k | 186.67 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $529k | 810.00 | 653.21 |
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| Cohen & Steers infrastucture Fund (UTF) | 0.1 | $525k | -3% | 20k | 25.88 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $524k | -14% | 2.5k | 213.66 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $511k | -16% | 10k | 50.37 |
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| Ally Financial (ALLY) | 0.1 | $508k | 13k | 39.23 |
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| Synchrony Financial (SYF) | 0.1 | $507k | -11% | 7.5k | 68.02 |
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| Msc Income Fund (MSIF) | 0.1 | $496k | +150% | 41k | 12.18 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $488k | 2.7k | 179.84 |
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| McDonald's Corporation (MCD) | 0.1 | $468k | +4% | 1.5k | 310.79 |
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| Eaton Corp SHS (ETN) | 0.1 | $465k | 1.3k | 357.67 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $462k | +2% | 2.7k | 168.85 |
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| Merck & Co (MRK) | 0.1 | $456k | -15% | 3.8k | 120.29 |
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| Central Securities (CET) | 0.1 | $456k | -9% | 9.2k | 49.66 |
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| Archer Aviation Com Cl A (ACHR) | 0.1 | $450k | +97% | 87k | 5.17 |
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| O-i Glass (OI) | 0.1 | $443k | -5% | 42k | 10.51 |
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| Midcap Financial Invstmnt Com New (MFIC) | 0.1 | $440k | +3% | 39k | 11.24 |
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| Advanced Micro Devices (AMD) | 0.1 | $439k | +11% | 2.2k | 203.43 |
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| Hershey Company (HSY) | 0.1 | $437k | 2.1k | 207.89 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $436k | 7.6k | 57.64 |
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| Mongodb Cl A (MDB) | 0.1 | $426k | 1.7k | 244.77 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $420k | 4.3k | 97.13 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $410k | -12% | 4.2k | 96.47 |
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| Cintas Corporation (CTAS) | 0.1 | $406k | 2.4k | 169.14 |
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| Entergy Corporation (ETR) | 0.1 | $405k | 3.6k | 112.36 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $387k | -7% | 5.4k | 71.18 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $387k | +16% | 4.7k | 82.43 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $380k | 3.2k | 118.63 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $377k | 5.9k | 63.94 |
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| Abbott Laboratories (ABT) | 0.1 | $372k | +10% | 3.6k | 102.67 |
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| Southern Company (SO) | 0.1 | $367k | 3.8k | 96.52 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $362k | 4.9k | 73.14 |
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| Starbucks Corporation (SBUX) | 0.1 | $331k | 3.7k | 89.59 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $328k | 3.7k | 88.70 |
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| Lincoln National Corporation (LNC) | 0.1 | $323k | 9.1k | 35.50 |
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| Enbridge (ENB) | 0.1 | $321k | 5.9k | 54.14 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $318k | 3.3k | 97.23 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $317k | 6.0k | 52.78 |
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| Tri-Continental Corporation (TY) | 0.1 | $308k | 9.8k | 31.59 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $305k | 3.3k | 92.74 |
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| Popular Com New (BPOP) | 0.1 | $302k | 2.3k | 134.17 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $301k | 1.5k | 196.20 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $296k | 11k | 27.85 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $288k | 970.00 | 297.23 |
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| EQT Corporation (EQT) | 0.1 | $287k | 4.5k | 63.64 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $286k | -19% | 12k | 23.81 |
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| Pentair SHS (PNR) | 0.1 | $282k | 3.2k | 87.11 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $282k | 3.1k | 90.53 |
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| Walt Disney Company (DIS) | 0.1 | $278k | +4% | 2.9k | 96.38 |
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| Caterpillar (CAT) | 0.1 | $278k | 392.00 | 708.46 |
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| Nvent Elec SHS (NVT) | 0.1 | $274k | 2.3k | 118.28 |
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| Genworth Finl Com Shs (GNW) | 0.1 | $272k | 34k | 8.12 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $269k | 630.00 | 426.40 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $269k | 300.00 | 895.24 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $264k | -8% | 3.4k | 78.41 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $252k | 7.0k | 35.94 |
|
|
| Zimmer Holdings (ZBH) | 0.1 | $246k | 2.7k | 90.42 |
|
|
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.1 | $243k | +3% | 20k | 12.40 |
|
| Cardinal Health (CAH) | 0.1 | $241k | 1.1k | 211.31 |
|
|
| Deutsche Bk Namen Akt (DB) | 0.1 | $238k | 8.0k | 29.78 |
|
|
| 3M Company (MMM) | 0.1 | $235k | 1.6k | 145.23 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $235k | 3.1k | 75.25 |
|
|
| Ishares Msci Germany Etf (EWG) | 0.1 | $235k | -23% | 5.9k | 39.67 |
|
| Applied Materials (AMAT) | 0.1 | $234k | NEW | 684.00 | 341.79 |
|
| Shell Spon Ads (SHEL) | 0.1 | $233k | NEW | 2.5k | 93.00 |
|
| Visa Com Cl A (V) | 0.1 | $227k | +21% | 751.00 | 302.24 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $226k | 452.00 | 499.66 |
|
|
| Delek Us Holdings (DK) | 0.1 | $225k | NEW | 5.0k | 45.07 |
|
| Kenvue (KVUE) | 0.1 | $225k | 13k | 17.24 |
|
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $225k | 2.4k | 93.66 |
|
|
| Boeing Company (BA) | 0.1 | $223k | 1.1k | 199.03 |
|
|
| Keysight Technologies (KEYS) | 0.1 | $223k | NEW | 788.00 | 282.37 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $222k | 509.00 | 436.79 |
|
|
| TJX Companies (TJX) | 0.1 | $219k | 1.4k | 159.70 |
|
|
| Us Bancorp Com New (USB) | 0.1 | $218k | 4.2k | 52.01 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $217k | NEW | 3.6k | 60.65 |
|
| Petroleum & Res Corp Com cef (PEO) | 0.1 | $216k | NEW | 7.8k | 27.80 |
|
| Omega Healthcare Investors (OHI) | 0.1 | $215k | 4.9k | 43.82 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $215k | -9% | 885.00 | 242.62 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $200k | 2.6k | 77.18 |
|
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $134k | NEW | 13k | 10.40 |
|
| Ellsworth Fund (ECF) | 0.0 | $124k | 11k | 11.15 |
|
|
| Transocean Registered Shs (RIG) | 0.0 | $100k | 15k | 6.63 |
|
|
| PennantPark Investment (PNNT) | 0.0 | $64k | 14k | 4.49 |
|
Past Filings by Meridian Investment Counsel
SEC 13F filings are viewable for Meridian Investment Counsel going back to 2013
- 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
- Meridian Investment Counsel 2022 Q2 filed Aug. 11, 2022