§ 13F · FUND PROFILE
MERIDIAN INVESTMENT COUNSEL INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $405M (13F)Positions · 233Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 85K | $29M | 6.8% | −1% |
| 2 | AAPL | APPLE INC | 71K | $18M | 4.3% | ±0% |
| 3 | IAU | ISHARES GOLD TR | 122K | $11M | 2.6% | −1% |
| 4 | MSFT | MICROSOFT CORP | 28K | $10M | 2.5% | ±0% |
| 5 | CVX | CHEVRON CORPORATION | 44K | $9M | 2.1% | −1% |
| 6 | XLU | SELECT SECTOR SPDR TR | 161K | $7M | 1.8% | +2% |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | 46K | $7M | 1.6% | ±0% |
| 8 | WMT | WALMART INC | 53K | $7M | 1.6% | −1% |
| 9 | NSC | NORFOLK SOUTHN CORP | 21K | $6M | 1.4% | ±0% |
| 10 | ABBV | ABBVIE INC | 26K | $6M | 1.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERIDIAN SIGNAL
AC read
MERIDIAN INVESTMENT COUNSEL INC. is a Other fund managing $405 million in assets. The fund runs a broad portfolio of 233 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed