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Dane Pernot

Meridian Investment Counsel Inc.

Assets Managed
$465.874M
Holdings
250
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
10.95%(2Q avg: 6.07%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Meridian Investment Counsel Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 250 positions.

Assets under management

The assets under management (AUM) of Meridian Investment Counsel Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 465.874M in assets, with a quarterly growth rate of 10.95% and a 2-quarter average growth rate of 6.07%. The portfolio is managed by Dane Pernot, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -5.23%
8.23%
$38.309M
80,217 shares@ $477.58 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.37%
4.35%
$20.227M
69,901 shares@ $289.37 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.72%
2.2%
$10.243M
27,458 shares@ $373.03 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -7.11%
2.04%
$9.494M
8,225 shares@ $1154.29 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -3.3%
1.92%
$8.905M
117,933 shares@ $75.52 avg price
CVX
Chevron Corp
Recent Activity
Increased 10.23%
1.71%
$7.955M
47,992 shares@ $165.77 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
Decreased -1.24%
1.55%
$7.193M
158,645 shares@ $45.35 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -0.33%
1.45%
$6.716M
22,352 shares@ $300.45 avg price
BAC
Bank Of America Corp
Recent Activity
Increased 37.67%
1.39%
$6.452M
113,224 shares@ $56.99 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -3.13%
1.38%
$6.418M
25,506 shares@ $251.65 avg price

1-10 of 250