Filed: 10/23/2025ACC: 0001427351-25-000012
📋 What this filing means
MERIDIAN INVESTMENT COUNSEL INC. filed this quarterly 13F‑HR report disclosing 233 equity positions with a total reported market value of $404.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
233
Positions
$404.90M
Total AUM (reported)
4.40M
Total Shares
Allocation by class
COM$204.88M50.6%
SPONSORED ADS$25.79M6.4%
CL A$25.09M6.2%
COM NEW$10.47M2.6%
ISHARES NEW$9.10M2.2%
SBI INT-UTILS$6.88M1.7%
SHS$5.33M1.3%
Portfolio Concentration
Top 3$58.94M14.6%
4–10$52.94M13.1%
11–25$72.60M17.9%
Rest$220.42M54.4%
Top 3 weight
14.6%
Top 10 weight
27.6%
Voting Authority Distribution
Total shares with voting rights: 4.40M
Sole
Full voting authority
4.39M
shares
% of voting shares99.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.40K
shares
% of voting shares0.2%
Investment Discretion (by position count)
Sole233
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings233
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares92.33K
TypeSH
Market value$25.79M
6.37%
Sole
92.33K
Shared
0.00
None
0.00
APPLE INC
SOLEShares73.61K
TypeSH
Market value$18.74M
4.63%
Sole
73.61K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares27.83K
TypeSH
Market value$14.41M
3.56%
Sole
27.83K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares124.98K
TypeSH
Market value$9.10M
2.25%
Sole
124.98K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares47.75K
TypeSH
Market value$8.71M
2.15%
Sole
47.75K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares55.64K
TypeSH
Market value$8.64M
2.13%
Sole
55.64K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares25.36K
TypeSH
Market value$7.13M
1.76%
Sole
25.36K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares78.92K
TypeSH
Market value$6.88M
1.70%
Sole
78.72K
Shared
0.00
None
200.00
NORFOLK SOUTHN CORP
SOLEShares21.04K
TypeSH
Market value$6.32M
1.56%
Sole
21.04K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares26.60K
TypeSH
Market value$6.16M
1.52%
Sole
26.60K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares17.19K
TypeSH
Market value$6.06M
1.50%
Sole
17.19K
Shared
0.00
None
0.00
WALMART INC
SOLEShares53.80K
TypeSH
Market value$5.54M
1.37%
Sole
53.80K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares27.56K
TypeSH
Market value$5.23M
1.29%
Sole
27.56K
Shared
0.00
None
0.00
SPDR S&P MIDCAP 400 ETF TR
SOLEShares8.67K
TypeSH
Market value$5.17M
1.28%
Sole
8.67K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares18.36K
TypeSH
Market value$5.13M
1.27%
Sole
18.31K
Shared
0.00
None
50.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.18K
TypeSH
Market value$5.12M
1.26%
Sole
10.03K
Shared
0.00
None
150.00
HOME DEPOT INC
SOLEShares12.18K
TypeSH
Market value$4.94M
1.22%
Sole
12.18K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares19.65K
TypeSH
Market value$4.75M
1.17%
Sole
19.45K
Shared
0.00
None
200.00
META PLATFORMS INC
SOLEShares6.26K
TypeSH
Market value$4.60M
1.14%
Sole
6.26K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares36.20K
TypeSH
Market value$4.56M
1.13%
Sole
35.20K
Shared
0.00
None
1K
QUALCOMM INC
SOLEShares27.24K
TypeSH
Market value$4.53M
1.12%
Sole
27.11K
Shared
0.00
None
125.00
JOHNSON & JOHNSON
SOLEShares24.15K
TypeSH
Market value$4.48M
1.11%
Sole
24.15K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares82.14K
TypeSH
Market value$4.24M
1.05%
Sole
82.14K
Shared
0.00
None
0.00
METLIFE INC
SOLEShares50.26K
TypeSH
Market value$4.14M
1.02%
Sole
50.26K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares26.13K
TypeSH
Market value$4.12M
1.02%
Sole
26.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 92.33K | SH | $25.79M 6.37% | 92.33K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 73.61K | SH | $18.74M 4.63% | 73.61K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.83K | SH | $14.41M 3.56% | 27.83K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 124.98K | SH | $9.10M 2.25% | 124.98K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 47.75K | SH | $8.71M 2.15% | 47.75K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 55.64K | SH | $8.64M 2.13% | 55.64K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 25.36K | SH | $7.13M 1.76% | 25.36K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 78.92K | SH | $6.88M 1.70% | 78.72K | 0.00 | 200.00 |
NORFOLK SOUTHN CORPSOLE | COM | 21.04K | SH | $6.32M 1.56% | 21.04K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 26.60K | SH | $6.16M 1.52% | 26.60K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 17.19K | SH | $6.06M 1.50% | 17.19K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 53.80K | SH | $5.54M 1.37% | 53.80K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 27.56K | SH | $5.23M 1.29% | 27.56K | 0.00 | 0.00 |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 8.67K | SH | $5.17M 1.28% | 8.67K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 18.36K | SH | $5.13M 1.27% | 18.31K | 0.00 | 50.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.18K | SH | $5.12M 1.26% | 10.03K | 0.00 | 150.00 |
HOME DEPOT INCSOLE | COM | 12.18K | SH | $4.94M 1.22% | 12.18K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 19.65K | SH | $4.75M 1.17% | 19.45K | 0.00 | 200.00 |
META PLATFORMS INCSOLE | CL A | 6.26K | SH | $4.60M 1.14% | 6.26K | 0.00 | 0.00 |
ISHARES TRSOLE | EXPND TEC SC ETF | 36.20K | SH | $4.56M 1.13% | 35.20K | 0.00 | 1K |
QUALCOMM INCSOLE | COM | 27.24K | SH | $4.53M 1.12% | 27.11K | 0.00 | 125.00 |
JOHNSON & JOHNSONSOLE | COM | 24.15K | SH | $4.48M 1.11% | 24.15K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 82.14K | SH | $4.24M 1.05% | 82.14K | 0.00 | 0.00 |
METLIFE INCSOLE | COM | 50.26K | SH | $4.14M 1.02% | 50.26K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 26.13K | SH | $4.12M 1.02% | 26.13K | 0.00 | 0.00 |
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