MERIDIAN INVESTMENT COUNSEL INC.
Top Portfolio Positions
173 positions ·
$323,009,893 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
84,644 | $28,605,439 | 8.86% | |
| AAPL |
Apple Inc.
Technology
|
70,875 | $17,987,366 | 5.57% | |
| IAU |
Ishares Gold Trust
|
121,970 | $10,752,875 | 3.33% | |
| MSFT |
Microsoft Corp
Technology
|
27,939 | $10,342,179 | 3.20% | |
| CVX |
Chevron Corp
Energy
|
43,539 | $9,008,219 | 2.79% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
45,515 | $6,657,934 | 2.06% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
52,974 | $6,583,608 | 2.04% | |
| NSC |
Norfolk Southern Corp
Industrials
|
20,593 | $5,910,191 | 1.83% | |
| ABBV |
AbbVie Inc.
Healthcare
|
26,331 | $5,726,729 | 1.77% | |
| JNJ |
Johnson & Johnson
Healthcare
|
23,427 | $5,726,495 | 1.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BCSF
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,618 | 19,566 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $261,730 | 18,816 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $246,567 | 17,476 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $269,543 | 18,101 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $313,936 | 19,101 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $320,493 | 18,476 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $313,936 | 19,101 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $668,564 | 41,401 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $606,647 | 39,076 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $631,537 | 42,326 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $641,594 | 42,326 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $609,633 | 45,576 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $537,887 | 45,576 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $531,094 | 45,076 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $531,398 | 44,726 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $602,691 | 44,726 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $698,090 | 45,226 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $617,826 | 41,026 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $606,472 | 41,276 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $572,249 | 37,776 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $554,412 | 37,886 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $455,007 | 37,886 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $410,231 | 40,621 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $446,173 | 40,671 | Shares | Sole | 2020-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||