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MERIDIAN INVESTMENT COUNSEL INC.

RIA/Wealth

MERIDIAN INVESTMENT COUNSEL INC. is a RIA/Wealth based in Uniontown, OH led by Michael Lawrence Woodall, reporting $539.4M in AUM as of Q3 2025 with TSM as the largest holding (6% allocation).

CFOMichael Lawrence Woodall
Portfolio Value
$404.9M
Positions
232
Top Holding
TSM at 6.37%
Last Reported
Q3 2025
Address3500 Massillon Road, Suite 250, Uniontown, OH, 44685, United States

Top Holdings

Largest long holdings in MERIDIAN INVESTMENT COUNSEL INC.'s portfolio (27.6% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
Semiconductors
Technology
$25.8M
6.37%
-$475.6K
Sold
92.3K shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$18.7M
4.63%
-$630.7K
Sold
0.00%
73.6K shares
Software - Infrastructure
Technology
$14.4M
3.56%
-$64.7K
Sold
0.00%
27.8K shares
Unknown
Unknown
$9.1M
2.25%
-$72.9K
Sold
125.0K shares
Software - Infrastructure
Technology
$8.7M
2.15%
-$342.6K
Sold
0.00%
47.8K shares
Oil & Gas Integrated
Energy
$8.6M
2.13%
-$17.4K
Sold
0.00%
55.6K shares
7
Oracle logo
Oracle
ORCL
Software - Infrastructure
Technology
$7.1M
1.76%
-$129.7K
Sold
0.00%
25.4K shares
ETF
ETF
$6.9M
1.70%
+$137.6K
Bought
78.9K shares
Railroads
Industrials
$6.3M
1.56%
0.01%
21.0K shares
10
AbbVie logo
AbbVie
ABBV
Drug Manufacturers - General
Healthcare
$6.2M
1.52%
-$57.9K
Sold
0.00%
26.6K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MERIDIAN INVESTMENT COUNSEL INC.'s latest filing

See all changes
Market Value
$404.9M
Prior: $367.5M
Q/Q Change
+10.19%
+$37.4M
Net Flows % of MV
+0.421%
Turnover Ratio
3.58%
New Purchases
10 stocks
$10.1M
Added To
43 stocks
+$4.0M
Sold Out Of
6 stocks
$1.4M
Reduced Holdings
77 stocks
-$11.0M

Increased Positions

PositionShares Δ
New
New
New
New
5
Reddit logo
Reddit
RDDT
New

Decreased Positions

PositionShares Δ
Sold
2
CX
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for MERIDIAN INVESTMENT COUNSEL INC.

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Sector Allocation

Technology: 25.20%TechnologyETF: 23.90%ETFFinancial Services: 10.90%Financial ServicesIndustrials: 8.00%Healthcare: 6.30%Consumer Cyclical: 4.00%Communication Services: 4.00%Energy: 3.90%Consumer Defensive: 3.00%Real Estate: 2.20%Basic Materials: 1.90%Utilities: 1.60%
Technology
25.20%
ETF
23.90%
Financial Services
10.90%
Industrials
8.00%
Healthcare
6.30%
Consumer Cyclical
4.00%
Communication Services
4.00%
Energy
3.90%
Consumer Defensive
3.00%
Real Estate
2.20%
Basic Materials
1.90%
Utilities
1.60%

Market Cap Distribution

Mega Cap (> $200B): 31.76%Mega Cap (> $200B)Large Cap ($10B - $200B): 28.79%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.15%Small Cap ($300M - $2B): 1.19%Nano Cap (< $50M): 0.71%N/A (ETF or Unknown): 35.41%N/A (ETF or Unknown)
Mega Cap (> $200B)
31.76%
Large Cap ($10B - $200B)
28.79%
Mid Cap ($2B - $10B)
2.15%
Small Cap ($300M - $2B)
1.19%
Nano Cap (< $50M)
0.71%
N/A (ETF or Unknown)
35.41%

Portfolio Concentration

Top 10 Holdings %
27.63%
Top 20 Holdings %
40.25%
Top 50 Holdings %
63.7%
Top 100 Holdings %
84.39%

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