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Meridian Investment Counsel’s Adams Natural Resources Fund PEO Stock Holding History

Meridian Investment Counsel’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$214K Buy
+7,779
New +$214K 0.05% 220
2026
Q2 		– Sell
-7,779
Closed -$216K – 253
2026
Q1 		$216K Buy
+7,779
New +$197K 0.05% 230

Other funds holding PEO

WCM
Whitener Capital Management Rocky Mount, North Carolina $501M AUM 24.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Meridian Investment Counsel's PEO Position: Q3 2026 in Review

Meridian Investment Counsel opened a new position in Adams Natural Resources Fund (PEO) in Q3 2026: 7,779 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #220 among its holdings. This is a return to the name: Meridian Investment Counsel previously reported a position in PEO as recently as Q1 2026.

Meridian Investment Counsel first reported a position in PEO in Q1 2026 and has held it in 2 quarters since. The position peaked at $216K in Q1 2026. 11 funds tracked by Wall St. Rank hold PEO as of Q3 2026.

  • Meridian Investment Counsel held 7,779 shares of Adams Natural Resources Fund worth $214K as of Q3 2026.
  • Adams Natural Resources Fund was a new Meridian Investment Counsel position in Q3 2026.
  • Adams Natural Resources Fund made up 0.05% of Meridian Investment Counsel's portfolio in Q3 2026, its #220 holding.
  • Meridian Investment Counsel first reported a position in Adams Natural Resources Fund in Q1 2026 and has held it in 2 quarters since.
  • Meridian Investment Counsel's Adams Natural Resources Fund position peaked at $216K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q3 2026.

Based on Meridian Investment Counsel's 13F filing for Q3 2026, filed 14 Oct 2026.