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CIK: 0001427351
Total reported value
$465.9M
$465.9M
213 檔
14.4%
The Q4 2024 SEC filing reveals that Meridian Investment Counsel Inc. held a total portfolio value of $465.9M, covering 213 public equity positions.
Meridian Investment Counsel Inc. executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 2 holdings and trimming 24 positions.
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.73% | +0.06% | +26.59% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.64% | +1.41% | -8.60% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.26% | -4.07% | |
| 4 | ADBE | Adobe Inc | Stock-Tech | 2.91% | -0.24% | -1.16% | |
| 5 | CVX | Chevron CORP | Stock-Energy | 2.39% | -0.44% | -0.18% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 1.86% | -0.65% | +0.91% | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.66% | -0.22% | +15.93% | |
| 8 | FDX | Fedex CORP | Stock-Industrials | 1.60% | -0.21% | -5.69% | |
| 9 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.48% | -0.04% | -0.26% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.45% | -0.29% | -7.90% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.43% | +0.02% | -3.38% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.42% | -0.02% | +70.65% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.40% | -0.03% | — | |
| 14 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.31% | — | -8.96% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.30% | -0.49% | -12.36% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.29% | -0.09% | +0.78% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.27% | — | +5.64% | |
| 18 | MET | Metlife Inc | Stock-Financials | 1.26% | — | -1.99% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.29% | +19.98% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.22% | +0.15% | -3.95% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.17% | +0.11% | +95.43% | |
| 22 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.13% | +0.24% | -4.98% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | -0.08% | -9.43% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | +0.02% | -1.93% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.10% | +0.43% | -7.90% | |
| 26 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 1.06% | -0.09% | — | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.12% | +3.74% | |
| 28 | WGO | Winnebago Industries | Stock-Other | 1.01% | -0.15% | -5.77% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.00% | +0.02% | +1.76% | |
| 30 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.95% | -0.14% | -1.88% | |
| 31 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.92% | -0.16% | EXIT | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.91% | +0.12% | +65.28% | |
| 33 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.81% | -0.14% | -3.35% | |
| 34 | DOCU | Docusign Inc | Stock-Tech | 0.78% | -0.05% | -1.77% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.77% | -0.02% | — | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | -0.15% | +6.77% | |
| 37 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 0.72% | -0.14% | EXIT | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.06% | -4.94% | |
| 39 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.68% | +0.10% | -1.82% | |
| 40 | XLB | Ss Materials Select Sector | ETF-Other | 0.67% | -0.09% | +0.01% | |
| 41 | MCK | Mckesson CORP | Stock-Healthcare | 0.66% | -0.09% | -27.92% | |
| 42 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.64% | -0.06% | +1.47% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | +0.01% | +29.13% | |
| 44 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.62% | -0.05% | -2.59% | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.59% | +0.07% | -0.26% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.59% | -0.13% | +97.31% | |
| 47 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.59% | -0.01% | +2.16% | |
| 48 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.59% | -0.22% | -0.95% | |
| 49 | TGNA | Tegna Inc | Stock-Other | 0.59% | — | -7.70% | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.58% | +0.02% | -18.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.5% | +26.59% | Add |
| 2 | MDY | State Street Spdr S&p Midcap | +0.6% | +70.65% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +0.6% | -12.36% | Trim |
| 4 | IWM | Ishares Russell 2000 ETF | +0.4% | +65.28% | Add |
| 5 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | +95.43% | Add |
| 6 | XLI | Ss Industrial Select Sector | +0.3% | NEW | New buy |
| 7 | IHI | Ishares U.s. Medical Devices | +0.3% | +357.36% | Add |
| 8 | MDT | Medtronic plc | +0.3% | +97.31% | Add |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | NEW | New buy |
| 10 | DOCU | Docusign Inc | +0.2% | -1.77% | Trim |
| 11 | PTLC | Pacer Trendpilot US Large Ca | +0.2% | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +29.13% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +19.98% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -8.60% | Trim |
| 15 | AEP | American Electric Power | +0.2% | +62.53% | Add |
| 16 | XES | Ss Spdr S&p Og Eqp & Serv | +0.2% | +69.15% | Add |
| 17 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 18 | AXON | Axon Enterprise Inc | +0.1% | -6.67% | Trim |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +31.48% | Add |
| 20 | KMI | Kinder Morgan, Inc. | +0.1% | -3.35% | Trim |
| 21 | XLE | Ss Energy Select Sector | +0.1% | +51.99% | Add |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +15.93% | Add |
| 23 | MCD | Mcdonald's CORP | +0.1% | NEW | New buy |
| 24 | HSY | Hershey Co/the | +0.1% | NEW | New buy |
| 25 | NVDA | Nvidia CORP | +0.1% | +6.77% | Add |
| 26 | NUE | Nucor CORP | -0.1% | — | Unchanged |
| 27 | UBER | Uber Technologies Inc | -0.1% | EXIT | Sold out |
| 28 | CVS | Cvs Health CORP | -0.1% | -17.40% | Trim |
| 29 | EWT | Ishares Msci Taiwan ETF | -0.1% | -28.45% | Trim |
| 30 | XLB | Ss Materials Select Sector | -0.1% | +0.01% | Add |
| 31 | MGM | Mgm Resorts International | -0.1% | -9.96% | Trim |
| 32 | DOC | Healthpeak Properties Inc | -0.1% | -1.82% | Trim |
| 33 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 34 | CMCSA | Comcast Corp-class A | -0.1% | -1.88% | Trim |
| 35 | WY | Weyerhaeuser Co | -0.2% | -2.59% | Trim |
| 36 | MCK | Mckesson CORP | -0.2% | -27.92% | Trim |
| 37 | 6D8 | Dupont De Nemours Inc | -0.2% | +1.17% | Add |
| 38 | GE | General Electric | -0.2% | -14.37% | Trim |
| 39 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
| 40 | CB | Chubb Limited | -0.2% | -18.24% | Trim |
| 41 | BP | Bp Plc-spons Adr | -0.2% | -20.62% | Trim |
| 42 | INTC | Intel CORP | -0.2% | -26.41% | Trim |
| 43 | MTG | Mgic Investment CORP | -0.2% | -27.03% | Trim |
| 44 | VZ | Verizon Communications Inc | -0.2% | -16.52% | Trim |
| 45 | QCOM | Qualcomm Inc | -0.2% | -3.95% | Trim |
| 46 | ABBV | Abbvie Inc | -0.2% | -3.38% | Trim |
| 47 | OI | O-i Glass Inc | -0.3% | -40.17% | Trim |
| 48 | MSFT | Microsoft CORP | -0.3% | -4.07% | Trim |
| 49 | WGO | Winnebago Industries | -0.3% | -5.77% | Trim |
| 50 | ADBE | Adobe Inc | -0.6% | -1.16% | Trim |
According to official SEC Form 13F filings, Meridian Investment Counsel Inc. reported a total U.S. public equity portfolio value of $465.9M across 213 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, TSM, MSFT) accounted for 14.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
XLI
市值: $1.1M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $548.4K
During Q4 2024, Meridian Investment Counsel Inc.'s top holdings by market value included AAPL (5.7%)、TSM (5.6%)、MSFT (3.4%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q4 2024, Meridian Investment Counsel Inc. made 48 total portfolio adjustments, initiating 6 new buys, adding to 16 positions, trimming 24 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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