Meridian Investment Counsel Inc. Portfolio Holdings

Meridian Investment Counsel Inc.

  • $359 Million
  • Q2 2025

Meridian Investment Counsel Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $359 Million distributed in 224 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $21.3M, Apple Inc. with a value of $15.6M, Microsoft Corp with a value of $13.9M, Chevron Corp with a value of $7.98M, and Ishares Gold Trust with a value of $7.86M.

Examining the 13F form we can see an increase of $25.1M in the current position value, from $334M to 359M.

Meridian Investment Counsel Inc. is based out at Lafayette, CA

Below you can find more details about Meridian Investment Counsel Inc. portfolio as well as his latest detailed transactions.

Portfolio value $359 Million
ETFs: $93.9 Million
Technology: $89.1 Million
Financial Services: $39 Million
Industrials: $26.8 Million
Healthcare: $26.6 Million
Consumer Defensive: $16.7 Million
Energy: $16.4 Million
Consumer Cyclical: $16.2 Million
Other: $34.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.3T
$21.3 Million 5.94% of portfolio
94,031
Q2 2025 Reduced 1.38%
$3.77T
$15.6 Million 4.35% of portfolio
76,083
Q2 2025 Reduced 0.6%
$3.72T
$13.9 Million 3.88% of portfolio
27,953
Q2 2025 Added 3.44%
$303B
$7.98 Million 2.23% of portfolio
55,754
Q2 2025 Added 0.78%
$58.1B
$7.86 Million 2.19% of portfolio
125,985
Q2 2025 Added 0.01%
$307B
$6.77 Million 1.89% of portfolio
49,632
Q2 2025 Reduced 9.98%
$167B
$6.7 Million 1.87% of portfolio
17,307
Q2 2025 Added 0.03%
$0
$6.32 Million 1.76% of portfolio
77,347
Q2 2025 Added 2.52%
$651B
$5.64 Million 1.57% of portfolio
25,818
Q1 2025 Reduced 0.39%
$63.8B
$5.39 Million 1.5% of portfolio
21,043
Q1 2025 Reduced 0.14%
$278B
$5.26 Million 1.47% of portfolio
53,798
Q1 2025 Reduced 0.28%
$0
$5.01 Million 1.4% of portfolio
27,550
Q1 2025 Added 13.87%
$650B
$5 Million 1.39% of portfolio
10,284
Q2 2025 Reduced 1.58%
$372B
$4.98 Million 1.39% of portfolio
26,851
Q2 2025 Added 1.06%
$0
$4.96 Million 1.38% of portfolio
8,750
Q2 2025 Added 0.31%
$64.3B
$4.81 Million 1.34% of portfolio
17,978
Q1 2025 Reduced 1.1%
$425B
$4.47 Million 1.24% of portfolio
12,181
Q2 2025 Added 1.58%
$180B
$4.34 Million 1.21% of portfolio
27,226
Q2 2025 Added 2.66%
$0
$4.13 Million 1.15% of portfolio
36,795
Q1 2025 Reduced 1.17%
$63.5B
$4.11 Million 1.15% of portfolio
51,110
Q2 2025 Reduced 1.16%
$0
$3.87 Million 1.08% of portfolio
17,947
Q2 2025 Added 2.5%
$404B
$3.89 Million 1.08% of portfolio
82,129
Q2 2025 Reduced 0.85%
$52.5B
$3.77 Million 1.05% of portfolio
26,934
Q1 2025 Reduced 0.46%
$0
$3.7 Million 1.03% of portfolio
25,101
Q2 2025 Added 1.6%
$463B
$3.69 Million 1.03% of portfolio
24,149
Q2 2025 Added 1.5%
$0
$3.62 Million 1.01% of portfolio
133,290
Q2 2025 Added 6.18%
$123B
$3.62 Million 1.01% of portfolio
52,387
Q2 2025 Added 13.28%
$58.7B
$3.59 Million 1.0% of portfolio
15,783
Q2 2025 Reduced 14.47%
$0
$3.42 Million 0.95% of portfolio
7,771
Q2 2025 Reduced 0.17%
$0
$3.27 Million 0.91% of portfolio
5,297
Q2 2025 Reduced 3.29%
$148B
$2.99 Million 0.83% of portfolio
83,883
Q2 2025 Reduced 0.58%
$443B
$2.92 Million 0.81% of portfolio
4
Q1 2025 New
$59.5B
$2.89 Million 0.8% of portfolio
98,174
Q2 2025 Reduced 1.2%
$100B
$2.86 Million 0.8% of portfolio
3,898
Q4 2024 Reduced 27.92%
$126B
$2.82 Million 0.79% of portfolio
59,537
Q1 2025 Added 1.36%
$38.9B
$2.85 Million 0.79% of portfolio
41,542
Q2 2025 Added 0.91%
$426B
$2.68 Million 0.75% of portfolio
16,983
Q2 2025 Reduced 10.54%
$302B
$2.63 Million 0.73% of portfolio
10,234
Q2 2025 Added 0.01%
$230B
$2.61 Million 0.73% of portfolio
8,858
Q2 2025 Added 1.14%
$874B
$2.55 Million 0.71% of portfolio
8,787
Q4 2024 Added 29.13%
$0
$2.49 Million 0.7% of portfolio
18,505
Q1 2025 Reduced 0.72%
$124B
$2.45 Million 0.68% of portfolio
28,158
Q2 2025 Added 2.82%
$52.4B
$2.36 Million 0.66% of portfolio
9,400
Q1 2025 Added 2.58%
$0
$2.35 Million 0.66% of portfolio
72,039
Q1 2025 Added 1.55%
$0
$2.38 Million 0.66% of portfolio
4,323
Q1 2025 Reduced 6.35%
$0
$2.37 Million 0.66% of portfolio
26,985
Q1 2025 Added 0.56%
$10.2B
$2.32 Million 0.65% of portfolio
122,407
Q2 2025 Added 0.24%
$145B
$2.35 Million 0.65% of portfolio
21,167
Q1 2025 Reduced 0.94%
$52.6B
$2.3 Million 0.64% of portfolio
2,779
Q2 2025 Reduced 0.75%

Summary

  • Portfolio
  • No. of Stocks 224
  • Current Value $359 Million
  • Prior Value $334 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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