Filed: 1/20/2026ACC: 0001427351-26-000002
📋 What this filing means
MERIDIAN INVESTMENT COUNSEL INC. filed this quarterly 13F‑HR report disclosing 239 equity positions with a total reported market value of $415.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
239
Positions
$415.02M
Total AUM (reported)
4.62M
Total Shares
Allocation by class
COM$204.93M49.4%
SPONSORED ADS$26.07M6.3%
CL A$24.44M5.9%
COM NEW$10.77M2.6%
ISHARES NEW$9.99M2.4%
STATE STREET UTI$6.71M1.6%
SHS$6.17M1.5%
Portfolio Concentration
Top 3$58.76M14.2%
4–10$49.46M11.9%
11–25$72.63M17.5%
Rest$234.17M56.4%
Top 3 weight
14.2%
Top 10 weight
26.1%
Voting Authority Distribution
Total shares with voting rights: 4.62M
Sole
Full voting authority
4.61M
shares
% of voting shares99.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.60K
shares
% of voting shares0.2%
Investment Discretion (by position count)
Sole239
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings239
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares85.78K
TypeSH
Market value$26.07M
6.28%
Sole
85.78K
Shared
0.00
None
0.00
APPLE INC
SOLEShares70.77K
TypeSH
Market value$19.24M
4.64%
Sole
70.77K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares27.83K
TypeSH
Market value$13.46M
3.24%
Sole
27.83K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares123.05K
TypeSH
Market value$9.99M
2.41%
Sole
123.05K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares45.52K
TypeSH
Market value$8.09M
1.95%
Sole
45.52K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares157.18K
TypeSH
Market value$6.71M
1.62%
Sole
156.78K
Shared
0.00
None
400.00
CHEVRON CORP NEW
SOLEShares43.79K
TypeSH
Market value$6.67M
1.61%
Sole
43.79K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares26.55K
TypeSH
Market value$6.07M
1.46%
Sole
26.55K
Shared
0.00
None
0.00
WALMART INC
SOLEShares53.70K
TypeSH
Market value$5.98M
1.44%
Sole
53.70K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares20.59K
TypeSH
Market value$5.95M
1.43%
Sole
20.59K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares16.89K
TypeSH
Market value$5.91M
1.42%
Sole
16.89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares21.81K
TypeSH
Market value$5.37M
1.29%
Sole
21.61K
Shared
0.00
None
200.00
TRAVELERS COMPANIES INC
SOLEShares18.36K
TypeSH
Market value$5.33M
1.28%
Sole
18.31K
Shared
0.00
None
50.00
SPDR S&P MIDCAP 400 ETF TR
SOLEShares8.56K
TypeSH
Market value$5.17M
1.24%
Sole
8.56K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.20K
TypeSH
Market value$5.13M
1.24%
Sole
10.05K
Shared
0.00
None
150.00
INVESCO EXCHANGE TRADED FD T
SOLEShares26.54K
TypeSH
Market value$5.08M
1.22%
Sole
26.54K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares23.72K
TypeSH
Market value$4.91M
1.18%
Sole
23.72K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares25.05K
TypeSH
Market value$4.88M
1.18%
Sole
25.05K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares27.04K
TypeSH
Market value$4.63M
1.11%
Sole
26.92K
Shared
0.00
None
125.00
ISHARES TR
SOLEShares35.56K
TypeSH
Market value$4.59M
1.11%
Sole
34.56K
Shared
0.00
None
1K
META PLATFORMS INC
SOLEShares6.85K
TypeSH
Market value$4.52M
1.09%
Sole
6.85K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares81.94K
TypeSH
Market value$4.51M
1.09%
Sole
81.94K
Shared
0.00
None
0.00
CAPITAL GROUP INTL FOCUS EQT
SOLEShares143.15K
TypeSH
Market value$4.23M
1.02%
Sole
142.97K
Shared
0.00
None
175.00
CBRE GROUP INC
SOLEShares26.13K
TypeSH
Market value$4.20M
1.01%
Sole
26.13K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares12.13K
TypeSH
Market value$4.17M
1.01%
Sole
12.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 85.78K | SH | $26.07M 6.28% | 85.78K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 70.77K | SH | $19.24M 4.64% | 70.77K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.83K | SH | $13.46M 3.24% | 27.83K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 123.05K | SH | $9.99M 2.41% | 123.05K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 45.52K | SH | $8.09M 1.95% | 45.52K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 157.18K | SH | $6.71M 1.62% | 156.78K | 0.00 | 400.00 |
CHEVRON CORP NEWSOLE | COM | 43.79K | SH | $6.67M 1.61% | 43.79K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 26.55K | SH | $6.07M 1.46% | 26.55K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 53.70K | SH | $5.98M 1.44% | 53.70K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 20.59K | SH | $5.95M 1.43% | 20.59K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 16.89K | SH | $5.91M 1.42% | 16.89K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 21.81K | SH | $5.37M 1.29% | 21.61K | 0.00 | 200.00 |
TRAVELERS COMPANIES INCSOLE | COM | 18.36K | SH | $5.33M 1.28% | 18.31K | 0.00 | 50.00 |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 8.56K | SH | $5.17M 1.24% | 8.56K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.20K | SH | $5.13M 1.24% | 10.05K | 0.00 | 150.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 26.54K | SH | $5.08M 1.22% | 26.54K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 23.72K | SH | $4.91M 1.18% | 23.72K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 25.05K | SH | $4.88M 1.18% | 25.05K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 27.04K | SH | $4.63M 1.11% | 26.92K | 0.00 | 125.00 |
ISHARES TRSOLE | EXPND TEC SC ETF | 35.56K | SH | $4.59M 1.11% | 34.56K | 0.00 | 1K |
META PLATFORMS INCSOLE | CL A | 6.85K | SH | $4.52M 1.09% | 6.85K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 81.94K | SH | $4.51M 1.09% | 81.94K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 143.15K | SH | $4.23M 1.02% | 142.97K | 0.00 | 175.00 |
CBRE GROUP INCSOLE | CL A | 26.13K | SH | $4.20M 1.01% | 26.13K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 12.13K | SH | $4.17M 1.01% | 12.13K | 0.00 | 0.00 |
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