Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MERIDIAN INVESTMENT COUNSEL INC. (CIK 1427351) reported $419.9M across 236 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($28.6M, 6.81%), AAPL ($18.0M, 4.28%), IAU ($10.8M, 2.56%), MSFT ($10.3M, 2.46%), CVX ($9.0M, 2.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.6M | 6.81% | 84,644 | Trimmed |
| 2 | AAPL | APPLE INC | $18.0M | 4.28% | 70,875 | Added |
| 3 | IAU | ISHARES GOLD TR | $10.8M | 2.56% | 121,970 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $10.3M | 2.46% | 27,939 | Added |
| 5 | CVX | CHEVRON CORPORATION | $9.0M | 2.15% | 43,539 | Trimmed |
| 6 | XLU | SELECT SECTOR SPDR TR | $7.4M | 1.76% | 160,638 | Added |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | $6.7M | 1.59% | 45,515 | Hold |
| 8 | WMT | WALMART INC | $6.6M | 1.57% | 52,974 | Trimmed |
| 9 | NSC | NORFOLK SOUTHN CORP | $5.9M | 1.41% | 20,593 | Hold |
| 10 | JNJ | JOHNSON & JOHNSON | $5.7M | 1.36% | 23,427 | Trimmed |
| 11 | ABBV | ABBVIE INC | $5.7M | 1.36% | 26,331 | Trimmed |
| 12 | IWM | ISHARES TR | $5.6M | 1.32% | 22,427 | Added |
| 13 | TRV | TRAVELERS COMPANIES INC | $5.4M | 1.28% | 18,363 | Hold |
| 14 | MDY | STATE STR SPDR S&P MIDCAP 40 | $5.3M | 1.26% | 8,550 | Trimmed |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $5.1M | 1.22% | 26,759 | Added |
| 16 | COF | CAPITAL ONE FINL CORP | $4.6M | 1.09% | 25,195 | Added |
| 17 | GILD | GILEAD SCIENCES INC | $4.5M | 1.07% | 32,150 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.5M | 1.07% | 9,405 | Trimmed |
| 19 | XLI | SELECT SECTOR SPDR TR | $4.3M | 1.04% | 26,892 | Added |
| 20 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $4.3M | 1.01% | 144,390 | Added |
| 21 | IGM | ISHARES TR | $4.2M | 1.00% | 35,257 | Trimmed |
| 22 | FDX | FEDEX CORP | $4.2M | 1.00% | 11,812 | Trimmed |
| 23 | ADBE | ADOBE INC | $4.1M | 0.98% | 16,850 | Trimmed |
| 24 | BAC | BANK AMERICA CORP | $4.0M | 0.95% | 82,249 | Added |
| 25 | HD | HOME DEPOT INC | $4.0M | 0.94% | 12,031 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31