account_balance
Investment manager · 13F filer · SEC CIK 1427351
Meridian Investment Counsel Inc.
Reported value$431Mas of Sep 30, 2026
Positions230 6 new, 26 sold out
Top 10 weight28.0%TSM alone is 8%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.0%Trimmed −6%
AAPLApple Inc.
4.7%Trimmed −13%
MSFTMicrosoft Corp
3.1%Trimmed −6%
CVXChevron Corp
2.3%
IAUiShares Gold Trust
2.0%Trimmed −6%
MUMicron Technology Inc
2.0%Trimmed −3%
PLTRPalantir Technologies Inc.
1.6%Trimmed −17%
BACBank of America Corp
1.5%Added +4%
TRVTravelers Companies, Inc.
1.5%
ABBVAbbVie Inc.
1.4%
NSCNorfolk Southern Corp
1.4%
IWMiShares Tr
1.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.0%Trimmed −6%
AAPLApple Inc.
4.7%−13%
MSFTMicrosoft Corp
3.1%
CVXChevron Corp
2.3%
IAU2.0%MU2.0%PLTRPalantir Technologies Inc.
1.6%
BACBank of America Corp
1.5%
TRV1.5%ABBV1.4%NSC1.4%IWM1.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 8.0% Trimmed −6%AAPL Apple Inc. 4.7% Trimmed −13%MSFT Microsoft Corp 3.1% Trimmed −6%CVX Chevron Corp 2.3% HeldIAU iShares Gold Trust 2.0% Trimmed −6%MU Micron Technology Inc 2.0% Trimmed −3%PLTR Palantir Technologies Inc. 1.6% Trimmed −17%BAC Bank of America Corp 1.5% Added +4%TRV Travelers Companies, Inc. 1.5% HeldABBV AbbVie Inc. 1.4% Trimmed −7%NSC Norfolk Southern Corp 1.4% Held
IWM iShares Tr 1.4% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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