Long-term investor

Meridian Investment Counsel Inc. @meridianinvestmentcounse

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001427351).

Record

  • Tracked since 2025-06-30 (472 days), 120 trades recorded
  • Returns: week n/a · month n/a · 90 days -9.6% · 6 months +15.2% · 1 year +14.4% · all +14.4%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • TSM · 8.0% · long · since 2025-09-30
  • AAPL · 4.7% · long · since 2025-09-30
  • MSFT · 3.1% · long · since 2025-09-30
  • CVX · 2.3% · long · since 2025-09-30
  • IAU · 2.0% · long · since 2025-09-30
  • MU · 2.0% · long · since 2025-09-30
  • PLTR · 1.6% · long · since 2025-09-30
  • BAC · 1.5% · long · since 2025-09-30
  • TRV · 1.5% · long · since 2025-09-30
  • ABBV · 1.4% · long · since 2025-09-30
  • 655844108 · 1.4% · long · since 2025-09-30
  • 464287655 · 1.4% · long · since 2025-09-30

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