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Meridian Investment Counsel Inc.

Portfolio Manager
Meridian Investment Counsel Inc.
Performance
-1.58% (2026 Q1)
AUM (13F)
$419.91M
# of Holdings
237
Performance Rank
Allocation (Top 20)
37.67%

Meridian Investment Counsel Inc. Holdings Map

Top 50 Meridian Investment Counsel Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TSM
TAIWAN SEMICONDUCTOR MANUFAC
6.81%84.6K$28.6M
-1.32%(-1.13K)
2025-Q1: 95.3K shares2025-Q2: 94.0K shares2025-Q3: 92.3K shares2025-Q4: 85.8K shares2026-Q1: 84.6K shares
$21.46(+1763.29%)
2026-03-31
AAPL
APPLE INC
4.28%70.9K$18.0M
+0.15%(+103)
2025-Q1: 76.5K shares2025-Q2: 76.1K shares2025-Q3: 73.6K shares2025-Q4: 70.8K shares2026-Q1: 70.9K shares
$121.03(+146.94%)
2026-03-31
IAU
ISHARES GOLD TR
2.56%122.0K$10.8M
-0.88%(-1.08K)
2025-Q1: 126.0K shares2025-Q2: 126.0K shares2025-Q3: 125.0K shares2025-Q4: 123.0K shares2026-Q1: 122.0K shares
$32.04(+175.26%)
2026-03-31
MSFT
MICROSOFT CORP
2.46%27.9K$10.3M
+0.40%(+111)
2025-Q1: 27.0K shares2025-Q2: 28.0K shares2025-Q3: 27.8K shares2025-Q4: 27.8K shares2026-Q1: 27.9K shares
$83.16(+387.29%)
2026-03-31
CVX
CHEVRON CORPORATION
2.15%43.5K$9.0M
-0.56%(-247)
2025-Q1: 55.3K shares2025-Q2: 55.8K shares2025-Q3: 55.6K shares2025-Q4: 43.8K shares2026-Q1: 43.5K shares
$77.28(+140.68%)
2026-03-31
XLU
SELECT SECTOR SPDR TR
1.76%160.6K$7.4M
+2.20%(+3.46K)
2025-Q1: 75.4K shares2025-Q2: 77.3K shares2025-Q3: 78.9K shares2025-Q4: 157.2K shares2026-Q1: 160.6K shares
$31.61(+41.34%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
1.59%45.5K$6.7M
+0.00%(+0)
2025-Q1: 55.1K shares2025-Q2: 49.6K shares2025-Q3: 47.8K shares2025-Q4: 45.5K shares2026-Q1: 45.5K shares
$20.49(+534.68%)
2026-03-31
WMT
WALMART INC
1.57%53.0K$6.6M
-1.35%(-724)
2025-Q1: 53.8K shares2025-Q2: 53.8K shares2025-Q3: 53.8K shares2025-Q4: 53.7K shares2026-Q1: 53.0K shares
$17.54(+649.36%)
2026-03-31
NSC
NORFOLK SOUTHN CORP
1.41%20.6K$5.9M
+0.00%(+0)
2025-Q1: 21.0K shares2025-Q2: 21.0K shares2025-Q3: 21.0K shares2025-Q4: 20.6K shares2026-Q1: 20.6K shares
$65.87(+371.48%)
2026-03-31
ABBV
ABBVIE INC
1.36%26.3K$5.7M
-0.83%(-220)
2025-Q1: 26.6K shares2025-Q2: 26.9K shares2025-Q3: 26.6K shares2025-Q4: 26.6K shares2026-Q1: 26.3K shares
$65.33(+219.17%)
2026-03-31

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