MERIDIAN INVESTMENT COUNSEL INC
Q3 2026 Form 13-F
LAFAYETTE, CALIFORNIA
CIK 0001427351
· CRD 131655
· SEC-registered investment adviser
$431.0M Reported Value Total
MERIDIAN INVESTMENT COUNSEL, INC. reports 619 total accounts under management (AUM). There are 619 discretionary accounts valued at $723,422,254, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered
Discretionary Manager
Source: Form ADV filed 2026-03-27
Reported value
$431.0M
Quarter over quarter
+0.9%
Holdings
230
Top-10 concentration
28.0%
Key People
Form ADV owners & control persons
Michael Lawrence Woodall
TRUSTEE
Nancy Woodall
TRUSTEE
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 14, 2026 |
| Form | 13F-HR |
| Reported value | $431.0M |
| Positions | 230 |
| Change in reported value | -7.5% |
| New positions | 7 |
| Exited positions | 27 |
| Position turnover | 13.2% |
| Top-10 concentration | 28.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 14, 2026
|
230 | $431.0M |
|
Q2 2026 13F
Filed Jul 23, 2026
|
250 | $465.9M |
|
Q1 2026 13F
Filed Apr 28, 2026
|
237 | $419.9M |
|
Q4 2025 13F
Filed Jan 20, 2026
|
239 | $415.0M |
|
Q3 2025 13F
Filed Oct 23, 2025
|
233 | $404.9M |
|
Q2 2025 13F
Filed Jul 16, 2025
|
224 | $367.5M |
|
Q1 2025 13F
Filed Apr 29, 2025
|
211 | $339.7M |
|
Q4 2024 13F
Filed Feb 12, 2025
|
213 | $335.0M |
|
Q3 2024 13F
Filed Nov 6, 2024
|
212 | $330.9M |
|
Q2 2024 13F
Filed Jul 19, 2024
|
213 | $316.2M |
|
Q1 2024 13F
Filed May 13, 2024
|
206 | $300.7M |
|
Q4 2023 13F
Filed Feb 9, 2024
|
206 | $291.3M |
|
Q3 2023 13F
Filed Nov 3, 2023
|
204 | $266.9M |
|
Q2 2023 13F
Filed Aug 9, 2023
|
207 | $280.6M |
|
Q1 2023 13F
Filed May 5, 2023
|
208 | $263.3M |
|
Q4 2022 13F
Filed Feb 6, 2023
|
207 | $250.4M |
|
Q3 2022 13F
Filed Nov 8, 2022
|
203 | $224.8M |
|
Q2 2022 13F
Filed Aug 11, 2022
|
206 | $243.2M |
|
Q1 2022 13F
Filed May 11, 2022
|
218 | $287.5M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
226 | $301.0M |
32 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MANUFAC | $34.6M | 8.02% |
| 2 | AAPL APPLE INC | $20.3M | 4.71% |
| 3 | MSFT MICROSOFT CORP | $13.2M | 3.06% |
| 4 | CVX CHEVRON CORPORATION | $9.8M | 2.28% |
| 5 | IAU ISHARES GOLD TR | $8.6M | 2.0% |
| 6 | MU MICRON TECHNOLOGY INC | $8.5M | 1.96% |
| 7 | PLTR PALANTIR TECHNOLOGIES INC | $6.8M | 1.58% |
| 8 | BAC BANK OF AMER CORP | $6.4M | 1.49% |
| 9 | TRV TRAVELERS COMPANIES INC | $6.3M | 1.47% |
| 10 | ABBV ABBVIE INC | $6.2M | 1.44% |
| 11 | NSC NORFOLK SOUTHN CORP | $6.2M | 1.44% |
| 12 | IWM ISHARES TR | $6.1M | 1.41% |
| 13 | IGM ISHARES TR | $5.9M | 1.38% |
| 14 | JNJ JOHNSON & JOHNSON | $5.8M | 1.36% |
| 15 | META META PLATFORMS INC | $5.6M | 1.3% |
| 16 | XLU SELECT SECTOR SPDR TR | $5.3M | 1.24% |
| 17 | RSP INVESCO EXCHANGE TRADED FD T | $5.3M | 1.23% |
| 18 | WMT WALMART INC | $5.3M | 1.22% |
| 19 | CGXU CAPITAL GROUP INTL FOCUS EQT | $4.6M | 1.07% |
| 20 | MDY STATE STR SPDR S&P MIDCAP 40 | $4.6M | 1.06% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.