Filed: 7/16/2025ACC: 0001427351-25-000008
📋 What this filing means
MERIDIAN INVESTMENT COUNSEL INC. filed this quarterly 13F‑HR report disclosing 224 equity positions with a total reported market value of $367.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
224
Positions
$367.46M
Total AUM (reported)
4.46M
Total Shares
Allocation by class
COM$187.22M51.0%
CL A$22.82M6.2%
SPONSORED ADS$21.30M5.8%
COM NEW$10.11M2.8%
ISHARES NEW$7.86M2.1%
SBI INT-UTILS$6.32M1.7%
S&P500 EQL WGT$5.01M1.4%
Portfolio Concentration
Top 3$50.81M13.8%
4–10$46.65M12.7%
11–25$66.87M18.2%
Rest$203.13M55.3%
Top 3 weight
13.8%
Top 10 weight
26.5%
Voting Authority Distribution
Total shares with voting rights: 4.46M
Sole
Full voting authority
4.45M
shares
% of voting shares99.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.97K
shares
% of voting shares0.2%
Investment Discretion (by position count)
Sole224
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings224
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares94.03K
TypeSH
Market value$21.30M
5.80%
Sole
94.03K
Shared
0.00
None
0.00
APPLE INC
SOLEShares76.08K
TypeSH
Market value$15.61M
4.25%
Sole
76.08K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares27.95K
TypeSH
Market value$13.90M
3.78%
Sole
27.95K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares55.75K
TypeSH
Market value$7.98M
2.17%
Sole
55.75K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares125.98K
TypeSH
Market value$7.86M
2.14%
Sole
125.98K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares49.63K
TypeSH
Market value$6.77M
1.84%
Sole
49.63K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares17.31K
TypeSH
Market value$6.70M
1.82%
Sole
17.31K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares77.35K
TypeSH
Market value$6.32M
1.72%
Sole
77.12K
Shared
0.00
None
225.00
ORACLE CORP
SOLEShares25.82K
TypeSH
Market value$5.64M
1.54%
Sole
25.82K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares21.04K
TypeSH
Market value$5.39M
1.47%
Sole
21.04K
Shared
0.00
None
0.00
WALMART INC
SOLEShares53.80K
TypeSH
Market value$5.26M
1.43%
Sole
53.80K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares27.55K
TypeSH
Market value$5.01M
1.36%
Sole
27.55K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.28K
TypeSH
Market value$5.00M
1.36%
Sole
10.13K
Shared
0.00
None
150.00
ABBVIE INC
SOLEShares26.85K
TypeSH
Market value$4.98M
1.36%
Sole
26.85K
Shared
0.00
None
0.00
SPDR S&P MIDCAP 400 ETF TR
SOLEShares8.75K
TypeSH
Market value$4.96M
1.35%
Sole
8.75K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares17.98K
TypeSH
Market value$4.81M
1.31%
Sole
17.93K
Shared
0.00
None
50.00
META PLATFORMS INC
SOLEShares6.19K
TypeSH
Market value$4.57M
1.24%
Sole
6.19K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares12.18K
TypeSH
Market value$4.47M
1.22%
Sole
12.18K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares27.23K
TypeSH
Market value$4.34M
1.18%
Sole
27.10K
Shared
0.00
None
125.00
ISHARES TR
SOLEShares36.80K
TypeSH
Market value$4.13M
1.12%
Sole
35.59K
Shared
0.00
None
1.20K
METLIFE INC
SOLEShares51.11K
TypeSH
Market value$4.11M
1.12%
Sole
51.11K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares82.13K
TypeSH
Market value$3.89M
1.06%
Sole
82.13K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares17.95K
TypeSH
Market value$3.87M
1.05%
Sole
17.90K
Shared
0.00
None
50.00
CBRE GROUP INC
SOLEShares26.93K
TypeSH
Market value$3.77M
1.03%
Sole
26.93K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares25.10K
TypeSH
Market value$3.70M
1.01%
Sole
25.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 94.03K | SH | $21.30M 5.80% | 94.03K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 76.08K | SH | $15.61M 4.25% | 76.08K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.95K | SH | $13.90M 3.78% | 27.95K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 55.75K | SH | $7.98M 2.17% | 55.75K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 125.98K | SH | $7.86M 2.14% | 125.98K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 49.63K | SH | $6.77M 1.84% | 49.63K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 17.31K | SH | $6.70M 1.82% | 17.31K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 77.35K | SH | $6.32M 1.72% | 77.12K | 0.00 | 225.00 |
ORACLE CORPSOLE | COM | 25.82K | SH | $5.64M 1.54% | 25.82K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 21.04K | SH | $5.39M 1.47% | 21.04K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 53.80K | SH | $5.26M 1.43% | 53.80K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 27.55K | SH | $5.01M 1.36% | 27.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.28K | SH | $5.00M 1.36% | 10.13K | 0.00 | 150.00 |
ABBVIE INCSOLE | COM | 26.85K | SH | $4.98M 1.36% | 26.85K | 0.00 | 0.00 |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 8.75K | SH | $4.96M 1.35% | 8.75K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 17.98K | SH | $4.81M 1.31% | 17.93K | 0.00 | 50.00 |
META PLATFORMS INCSOLE | CL A | 6.19K | SH | $4.57M 1.24% | 6.19K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 12.18K | SH | $4.47M 1.22% | 12.18K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 27.23K | SH | $4.34M 1.18% | 27.10K | 0.00 | 125.00 |
ISHARES TRSOLE | EXPND TEC SC ETF | 36.80K | SH | $4.13M 1.12% | 35.59K | 0.00 | 1.20K |
METLIFE INCSOLE | COM | 51.11K | SH | $4.11M 1.12% | 51.11K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 82.13K | SH | $3.89M 1.06% | 82.13K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 17.95K | SH | $3.87M 1.05% | 17.90K | 0.00 | 50.00 |
CBRE GROUP INCSOLE | CL A | 26.93K | SH | $3.77M 1.03% | 26.93K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | INDL | 25.10K | SH | $3.70M 1.01% | 25.10K | 0.00 | 0.00 |
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