MERIDIAN INVESTMENT COUNSEL INC.
Sector Allocation
- Technology32.6%$140.6M
- Other22.4%$96.5M
- Financials13.9%$59.9M
- Industrials6.9%$29.8M
- Healthcare6.6%$28.3M
- Energy4.7%$20.1M
- Consumer Staples4.0%$17.2M
- Consumer Discretionary2.7%$11.7M
- Materials2.2%$9.6M
- Real Estate1.6%$7.0M
AUM History
13fpro.ai/research/fund/meridian-investment-counsel-inc-1427351
Conviction and streaks
Concentrating · top 10 = 28.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
TSM
$34.6MAAPL
$20.3MMSFT
$13.2MCVX
$9.8MIAU
$8.6MMU
$8.5MPLTR
$6.8MBAC
$6.4MTRV
$6.3MABBV
$6.2MNSC
$6.2M- ISHARES$6.1M
- ISHARES$5.9M
JNJ
$5.8MMETA
$5.6M- SELECT$5.3M
IVZ
$5.3MWMT
$5.3M- CAPITAL$4.6M
MDY
$4.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/meridian-investment-counsel-inc-1427351
MERIDIAN INVESTMENT COUNSEL INC. 13F holdings — Q3 2026
$431.0M portfolio (-7.5% QoQ) · 230 holdings · Q3 2026 13F · top 10 are 28% of the stock portfolio
$34.6M
8.0% of stocks
-6%This quarter-1.3%Since filed11+ qtrsHeld$20.3M
4.7% of stocks
-13%This quarter+0.3%Since filed11+ qtrsHeld$13.2M
3.1% of stocks
-6%This quarter-0.2%Since filed11+ qtrsHeld$9.8M
2.3% of stocks
+0.3%This quarter+4.5%Since filed11+ qtrsHeld$8.6M
2.0% of stocks
-6%This quarter-2.1%Since filed11+ qtrsHeld$8.5M
2.0% of stocks
-3%This quarter-1.1%Since filed5 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$6.8M
1.6% of stocks
-17%This quarter-1.1%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$6.4M
1.5% of stocks
+4%This quarter-1.7%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$6.3M
1.5% of stocks
-1%This quarter+5.9%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$6.2M
1.4% of stocks
-7%This quarter+1.1%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — MERIDIAN INVESTMENT COUNSEL INC. (Q3 2026)
230 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | NORFOLK SOUTHERN CORP | Industrials | $6.2M | 1.4% | 20K | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $6.1M | 1.4% | 22K | -2% | — | — | 13F |
| 13 | — | ISHARES TR - EXPND TEC SC ETFetf/fund | — | $5.9M | 1.4% | 35K | -0.3% | — | — | 13F |
| 14 | JOHNSON & JOHNSON | Healthcare | $5.8M | 1.4% | 22K | -3% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Meta Platforms, Inc. | Technology | $5.6M | 1.3% | 7,724 | -3% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETFetf/fund | — | $5.3M | 1.2% | 135K | -15% | — | — | 13F |
| 17 | Invesco Ltd. | Financials | $5.3M | 1.2% | 25K | -5% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Walmart Inc. | Consumer Staples | $5.3M | 1.2% | 51K | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNITlp unit | — | $4.6M | 1.1% | 134K | -6% | — | — | 13F |
| 20 | SPDR S&P MIDCAP 400 ETF TRUSTetf/fund | — | $4.6M | 1.1% | 6,965 | -15% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | GILEAD SCIENCES, INC. | Healthcare | $4.5M | 1.0% | 30K | -5% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CAPITAL ONE FINANCIAL CORP | Financials | $4.3M | 1.0% | 23K | -17% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CrowdStrike Holdings, Inc. | Technology | $4.1M | 0.9% | 15K | +168% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ADOBE INC. | Technology | $4.0M | 0.9% | 16K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Qnity Electronics, Inc. | Technology | $3.9M | 0.9% | 31K | -6% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $3.8M | 0.9% | 7,556 | -0.2% | |||
| 27 | $MCK | MCKESSON CORP | Consumer Staples | $3.7M | 0.8% | 4,308 | -2% | |||
| 28 | $INTC | INTEL CORP | Technology | $3.7M | 0.8% | 30K | -2% | |||
| 29 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.6M | 0.8% | 33K | -0.3% | |||
| 30 | $ORCL | ORACLE CORP | Technology | $3.4M | 0.8% | 25K | -2% | |||
| 31 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $3.4M | 0.8% | 62K | +86% | |||
| 32 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.3M | 0.8% | 12K | -2% | |||
| 33 | $FDX | FEDEX CORP | Industrials | $3.3M | 0.8% | 12K | — | |||
| 34 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $3.3M | 0.8% | 20K | -23% | |||
| 35 | $CBRE | CBRE GROUP, INC. | Real Estate | $3.3M | 0.8% | 26K | -2% | |||
| 36 | $C | CITIGROUP INC | Financials | $3.2M | 0.8% | 25K | +0.1% | |||
| 37 | $NOW | ServiceNow, Inc. | Technology | $3.1M | 0.7% | 23K | -3% | |||
| 38 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $3.1M | 0.7% | 57K | -1% | |||
| 39 | $MET | METLIFE INC | Financials | $3.1M | 0.7% | 33K | -25% | |||
| 40 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $3.0M | 0.7% | 66K | +24% | |||
| 41 | $GEV | GE Vernova Inc. | Industrials | $3.0M | 0.7% | 3,141 | +0.8% | |||
| 42 | $QCOM | QUALCOMM INC/DE | Technology | $3.0M | 0.7% | 16K | -26% | |||
| 43 | $AMGN | AMGEN INC | Healthcare | $2.9M | 0.7% | 6,995 | — | |||
| 44 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $2.9M | 0.7% | 17K | -4% | |||
| 45 | $GE | GENERAL ELECTRIC CO | Industrials | $2.9M | 0.7% | 9,419 | -0.2% | |||
| 46 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $2.9M | 0.7% | 107K | -4% | |||
| 47 | — | VANGUARD WORLD FD - INF TECH ETF | — | $2.9M | 0.7% | 23K | -0.3% | |||
| 48 | $JPM | JPMORGAN CHASE & CO | Financials | $2.9M | 0.7% | 8,790 | -2% | |||
| 49 | $STT | STATE STREET CORP | Financials | $2.8M | 0.7% | 69K | -2% | |||
| 50 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.8M | 0.6% | 3,609 | -13% | |||
| 51 | $KMI | KINDER MORGAN, INC. | Energy | $2.7M | 0.6% | 91K | -3% | |||
| 52 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $2.7M | 0.6% | 17K | -15% | |||
| 53 | $B | BARRICK MINING CORP | Materials | $2.6M | 0.6% | 64K | -11% | |||
| 54 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $2.6M | 0.6% | 129K | -19% | |||
| 55 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $2.6M | 0.6% | 73K | +5% | |||
| 56 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.5M | 0.6% | 3,346 | — | |||
| 57 | — | FRANKLIN TEMPLETON ETF TR - FTSE UNTD KGDM | — | $2.5M | 0.6% | 69K | — | |||
| 58 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $2.4M | 0.6% | 50K | -10% | |||
| 59 | — | ISHARES TR - GLOB HLTHCRE ETF | — | $2.4M | 0.6% | 24K | +106% | |||
| 60 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $2.4M | 0.6% | 28K | -20% | |||
| 61 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.4M | 0.6% | 4,801 | -34% | |||
| 62 | $MDT | Medtronic plc | Healthcare | $2.3M | 0.5% | 27K | -0.7% | |||
| 63 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.2M | 0.5% | 8,744 | +51% | |||
| 64 | $NUE | NUCOR CORP | Materials | $2.2M | 0.5% | 9,250 | — | |||
| 65 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $2.1M | 0.5% | 35K | +1% | |||
| 66 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $2.1M | 0.5% | 8,868 | -2% | |||
| 67 | $BP | BP PLC | Energy | $2.1M | 0.5% | 48K | -3% | |||
| 68 | $UBER | Uber Technologies, Inc | Technology | $2.0M | 0.5% | 30K | -12% | |||
| 69 | $GOOGL | Alphabet Inc. | Technology | $2.0M | 0.5% | 5,740 | -12% | |||
| 70 | $ARCB | ARCBEST CORP /TX/ | Industrials | $1.9M | 0.5% | 15K | — | |||
| 71 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.9M | 0.5% | 24K | -1% | |||
| 72 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.9M | 0.4% | 8,653 | -0.9% | |||
| 73 | $STX | Seagate Technology Holdings plc | Technology | $1.9M | 0.4% | 2,062 | — | |||
| 74 | — | SPDR SERIES TRUST - ST STR GLB DOW | — | $1.8M | 0.4% | 9,921 | -0.5% | |||
| 75 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $1.7M | 0.4% | 14K | — | |||
| 76 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.7M | 0.4% | 25K | -1% | |||
| 77 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $1.7M | 0.4% | 15K | -12% | |||
| 78 | $NVO | NOVO NORDISK A S | Healthcare | $1.7M | 0.4% | 45K | -28% | |||
| 79 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.7M | 0.4% | 13K | — | |||
| 80 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.7M | 0.4% | 10K | -0.7% | |||
| 81 | $CB | Chubb Ltd | Financials | $1.7M | 0.4% | 5,129 | -36% | |||
| 82 | $ALAB | Astera Labs, Inc. | Technology | $1.7M | 0.4% | 4,655 | — | |||
| 83 | $FCX | FREEPORT-MCMORAN INC | Materials | $1.6M | 0.4% | 23K | — | |||
| 84 | $GOOG | Alphabet Inc. | Technology | $1.5M | 0.3% | 4,426 | -10% | |||
| 85 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.3% | 2 | — | |||
| 86 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $1.5M | 0.3% | 17K | +5% | |||
| 87 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.4M | 0.3% | 6,522 | — | |||
| 88 | $CCZ | COMCAST CORP | Communication Services | $1.4M | 0.3% | 65K | -9% | |||
| 89 | $MTG | MGIC INVESTMENT CORP | Financials | $1.4M | 0.3% | 53K | — | |||
| 90 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.3M | 0.3% | 22K | +0.3% | |||
| 91 | — | SPDR SERIES TRUST - SP O&G EQP SERV | — | $1.3M | 0.3% | 12K | -22% | |||
| 92 | $ALL | ALLSTATE CORP | Financials | $1.3M | 0.3% | 5,737 | +0.5% | |||
| 93 | $MS | MORGAN STANLEY | Financials | $1.3M | 0.3% | 6,710 | — | |||
| 94 | $RTX | RTX Corp | Industrials | $1.2M | 0.3% | 6,624 | -0.7% | |||
| 95 | $KDP | Keurig Dr Pepper Inc. | Consumer Staples | $1.2M | 0.3% | 40K | +25% | |||
| 96 | $PFE | PFIZER INC | Healthcare | $1.2M | 0.3% | 43K | -15% | |||
| 97 | $AXON | AXON ENTERPRISE, INC. | Industrials | $1.2M | 0.3% | 2,779 | — | |||
| 98 | — | ISHARES TR - S&P MC 400GR ETF | — | $1.2M | 0.3% | 11K | — | |||
| 99 | $LIN | LINDE PLC | Materials | $1.2M | 0.3% | 2,448 | -40% | |||
| 100 | $DOCU | DOCUSIGN, INC. | Technology | $1.2M | 0.3% | 17K | -21% | |||
| 101 | $NEE | NEXTERA ENERGY INC | Utilities | $1.2M | 0.3% | 15K | +1% | |||
| 102 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.1M | 0.3% | 1,835 | -10% | |||
| 103 | $EG | EVEREST GROUP, LTD. | Financials | $1.1M | 0.3% | 3,010 | -40% | |||
| 104 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.0M | 0.2% | 6,514 | — | |||
| 105 | $NEM | NEWMONT Corp /DE/ | Materials | $993K | 0.2% | 8,612 | — | |||
| 106 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $985K | 0.2% | 1,405 | -55% | |||
| 107 | $NVDA | NVIDIA CORP | Technology | $978K | 0.2% | 4,284 | -53% | |||
| 108 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $973K | 0.2% | 4,612 | — | |||
| 109 | — | SPDR SERIES TRUST - SP O&G EXPL PRO | — | $960K | 0.2% | 5,355 | — | |||
| 110 | — | ISHARES TR - S&P MC 400VL ETF | — | $915K | 0.2% | 6,648 | — | |||
| 111 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $914K | 0.2% | 2,442 | — | |||
| 112 | $IBRX | ImmunityBio, Inc. | Healthcare | $910K | 0.2% | 96K | — | |||
| 113 | $WY | WEYERHAEUSER CO | Real Estate | $903K | 0.2% | 47K | -9% | |||
| 114 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $876K | 0.2% | 962 | +0.2% | |||
| 115 | $SLRC | SLR Investment Corp. | Other | $825K | 0.2% | 71K | +4% | |||
| 116 | $GBDC | GOLUB CAPITAL BDC, Inc. | Other | $810K | 0.2% | 64K | -15% | |||
| 117 | — | ISHARES INC - MSCI TAIWAN ETF | — | $787K | 0.2% | 6,974 | -3% | |||
| 118 | $JCI | Johnson Controls International plc | Industrials | $784K | 0.2% | 5,273 | — | |||
| 119 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $783K | 0.2% | 6,806 | — | |||
| 120 | $HONA | Honeywell Aerospace Inc. | Industrials | $776K | 0.2% | 5,005 | +1% | |||
| 121 | $T | AT&T INC. | Communication Services | $774K | 0.2% | 32K | -13% | |||
| 122 | $CVS | CVS HEALTH Corp | Healthcare | $766K | 0.2% | 8,945 | -3% | |||
| 123 | $HPE | Hewlett Packard Enterprise Co | Technology | $755K | 0.2% | 12K | -2% | |||
| 124 | — | ISHARES TR - GBL COMM SVC ETF | — | $739K | 0.2% | 6,250 | -4% | |||
| 125 | $ASML | ASML HOLDING NV | Technology | $739K | 0.2% | 408 | -5% | |||
| 126 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $728K | 0.2% | 2,751 | — | |||
| 127 | $CVE | CENOVUS ENERGY INC. | Energy | $723K | 0.2% | 23K | — | |||
| 128 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $717K | 0.2% | 2,780 | -3% | |||
| 129 | $WH | WYNDHAM HOTELS & RESORTS, INC. | Consumer Discretionary | $710K | 0.2% | 9,885 | -8% | |||
| 130 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $710K | 0.2% | 3,875 | -30% | |||
| 131 | — | ISHARES TR - CORE S&P MCP ETF | — | $696K | 0.2% | 9,671 | -0.8% | |||
| 132 | $WGO | WINNEBAGO INDUSTRIES INC | Industrials | $686K | 0.2% | 26K | -43% | |||
| 133 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $681K | 0.2% | 8,799 | — | |||
| 134 | $RDDT | Reddit, Inc. | Technology | $676K | 0.2% | 4,749 | — | |||
| 135 | — | PACER FDS TR - TRENDP US LAR CP | — | $656K | 0.1% | 11K | — | |||
| 136 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $642K | 0.1% | 5,865 | — | |||
| 137 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $621K | 0.1% | 4,272 | -5% | |||
| 138 | — | ISHARES TR - CORE S&P500 ETF | — | $620K | 0.1% | 810 | — | |||
| 139 | $LRCX | LAM RESEARCH CORP | Technology | $608K | 0.1% | 1,850 | -21% | |||
| 140 | $MDB | MongoDB, Inc. | Technology | $607K | 0.1% | 1,742 | — | |||
| 141 | $TNL | Travel & Leisure Co. | Consumer Discretionary | $599K | 0.1% | 9,675 | — | |||
| 142 | — | ISHARES TR - ISHARES BIOTECH | — | $597K | 0.1% | 2,834 | +4% | |||
| 143 | $SLB | SLB LIMITED/NV | Energy | $591K | 0.1% | 12K | -2% | |||
| 144 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $583K | 0.1% | 12K | -65% | |||
| 145 | $MSIF | MSC INCOME FUND, INC. | Other | $569K | 0.1% | 48K | +0.8% | |||
| 146 | $TEL | TE Connectivity plc | Technology | $553K | 0.1% | 2,618 | -0.2% | |||
| 147 | $COP | CONOCOPHILLIPS | Energy | $548K | 0.1% | 4,378 | -2% | |||
| 148 | $ETN | Eaton Corp plc | Industrials | $538K | 0.1% | 1,251 | — | |||
| 149 | $DVN | DEVON ENERGY CORP/DE | Energy | $521K | 0.1% | 11K | — | |||
| 150 | $MRK | Merck & Co., Inc. | Healthcare | $512K | 0.1% | 3,523 | -10% |
What changed in Q3 2026
Against the previous quarter's 13F: 4 new, 26 added to, 115 trimmed, 26 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (26)
$CRWDCrowdStrike Holdings, Inc.+168%
now $4.1M · held 3 qtrs
- SCHWAB STRATEGIC TR - FUNDAMENTAL INTL+86%
now $3.4M
- ISHARES TR - GLOB HLTHCRE ETF+106%
now $2.4M
$AMZNAMAZON COM INC+51%
now $2.2M · held 11+ qtrs
$VZVERIZON COMMUNICATIONS INC+24%
now $3.0M · held 11+ qtrs, 2 adds in a row
now $6.4M · held 11+ qtrs, 2 adds in a row
+20 more in the Excel export
Trimmed (115)
now $20.3M · held 11+ qtrs, 2 trims in a row
now $34.6M · held 11+ qtrs, 6 trims in a row
- VANGUARD STAR FDS - VG TL INTL STK F-87%
now $255K
now $6.8M · held 11+ qtrs, 2 trims in a row
$BRK.BBERKSHIRE HATHAWAY INC-34%
now $2.4M · held 11+ qtrs, 3 trims in a row
- VANGUARD INDEX FDS - S&P 500 ETF SHS-55%
now $985K
+109 more in the Excel export
Holdings by quarter
Every 13F MERIDIAN INVESTMENT COUNSEL INC. has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow MERIDIAN INVESTMENT COUNSEL?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MERIDIAN INVESTMENT COUNSEL's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+0.1%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 12% over the last 4
Top 10 weight
28%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MERIDIAN INVESTMENT COUNSEL INC. disclosed 230 positions worth $431.0M in its Form 13F-HR for Q3 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 8.0% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 4 new positions and exited 26 — including a new stake in $AVGO. The portfolio is most concentrated in Technology (32.6% of disclosed assets). All figures are sourced directly from MERIDIAN INVESTMENT COUNSEL INC.’s Form 13F-HR filing with the SEC under CIK 1427351.
Funds like this
managers whose biggest positions overlap MERIDIAN INVESTMENT COUNSEL'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: MERIDIAN INVESTMENT COUNSEL INC.
13F Pro is an AI hedge fund tracker and stock research platform. For MERIDIAN INVESTMENT COUNSEL INC. (SEC CIK: 1427351), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in MERIDIAN INVESTMENT COUNSEL INC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.