MI
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MERIDIAN INVESTMENT COUNSEL INC.13F | |
MERIDIAN INVESTMENT COUNSEL INC. | |
Last update 2025-04-29 | 211 Stocks (6 new) |
Value $340.00 Mil | Turnover 5 % |
MERIDIAN INVESTMENT COUNSEL IN... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 76,540 | 17,001.7 | -0.16% | 5.010 | -0.01% | 0.000 | -13.92% | -18.81% | 3,029,284.2 | Hardware | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 95,349 | 15,827.9 | -0.34% | 4.660 | -0.02% | 0.000 | +12.88% | +2.88% | 1,049,751.6 | Semiconductors | |
MSFT | Microsoft Corp | 27,024 | 10,144.4 | -0.20% | 2.990 | -0.01% | 0.000 | +19.59% | +10.48% | 3,447,734.1 | Software | |
CVX | Chevron Corp | 55,325 | 9,255.3 | +0.02% | 2.720 | 0% | 0.000 | -8.52% | -2.94% | 237,955.9 | Oil & Gas | |
IAU | iShares Gold Trust | 125,976 | 7,427.6 | 0% | 2.190 | 0% | 0.020 | +15.59% | +28.50% | 46,824.5 | ||
ADBE | Adobe Inc | 17,302 | 6,635.8 | -21.04% | 1.950 | -0.61% | 0.000 | -7.20% | -6.92% | 176,408.4 | Software | |
XLU | Utilities Select Sector SPDR ETF | 75,444 | 5,948.8 | +2.54% | 1.750 | +0.04% | 0.030 | +4.48% | +7.72% | 18,517.5 | ||
ABBV | AbbVie Inc | 26,569 | 5,566.7 | -1.21% | 1.640 | -0.02% | 0.000 | -9.00% | +7.40% | 330,917.9 | Drug Manufacturers | |
BRK.B | Berkshire Hathaway Inc | 10,449 | 5,564.9 | +14.08% | 1.640 | +0.20% | 0.000 | -0.98% | +8.32% | 1,058,959.7 | Insurance | |
NSC | Norfolk Southern Corp | 21,043 | 4,984.0 | -0.14% | 1.470 | 0% | 0.010 | +4.36% | +6.63% | 55,774.7 | Transportation |
MERIDIAN INVESTMENT COUNSEL INC.'s Historical Top Holdings Breakdowns
MERIDIAN INVESTMENT COUNSEL INC.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy | +0.94% | 663000 ($729331) 801950 | $737,820.00 | 1.16% | New holding | 4 | 4 | |
CGXU | Capital Group International Focus Equity ETF | 2025-03-31 | New Buy | +0.90% | 24.48 ($25.57) 26.59 | $26.62 | 4.11% | New holding | 125,535 | 125,535 | |
XLI | Industrial Select Sector SPDR | 2025-03-31 | Add | +0.62% | 128.78 ($135.13) 141.67 | $143.82 | 6.43% | Add 192.1% | 24,706 | 16,248 | |
ADBE | Adobe Inc | 2025-03-31 | Reduce | -0.61% | 377.84 ($428.84) 464.11 | $413.91 | -3.48% | Reduce -21.04% | 17,302 | -4,610 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | New Buy | +0.57% | 18.36 ($19.62) 20.51 | $21.78 | 11.01% | New holding | 97,994 | 97,994 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Add | +0.27% | 50.48 ($50.78) 51.04 | $50.56 | -0.43% | Add 111.63% | 34,390 | 18,140 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Add | +0.21% | 198.1 ($216.92) 229.79 | $208.44 | -3.91% | Add 26.24% | 17,509 | 3,639 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add | +0.20% | 442.66 ($486.15) 534.52 | $491.00 | 1.00% | Add 14.08% | 10,449 | 1,290 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add | +0.17% | 169.43 ($177.82) 182.84 | $177.64 | -0.10% | Add 13.87% | 27,550 | 3,355 | |
VXUS | Vanguard Total International Stock | 2025-03-31 | New Buy | +0.17% | 58.01 ($61.77) 64.46 | $67.74 | 9.66% | New holding | 9,375 | 9,375 |
MERIDIAN INVESTMENT COUNSEL INC. Total Holding History ($B)
MERIDIAN INVESTMENT COUNSEL INC.'s Asset Allocation
MERIDIAN INVESTMENT COUNSEL INC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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MERIDIAN INVESTMENT COUNSEL INC.'s Hypothetical Growth since 2025-03-31
MERIDIAN INVESTMENT COUNSEL INC.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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MERIDIAN INVESTMENT COUNSEL INC.'s Holdings Heat Map
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MERIDIAN INVESTMENT COUNSEL INC.'s Holdings Bubble Chart
MERIDIAN INVESTMENT COUNSEL INC. News
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