Meridian Investment Counsel Inc. Portfolio Holdings

Meridian Investment Counsel Inc.

  • $312 Million
  • Q2 2024

Meridian Investment Counsel Inc. has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $312 Million distributed in 213 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 $18.6M, Apple Inc. with a value of $13.9M, Microsoft Corp with a value of $13M, Adobe Inc. with a value of $12.3M, and Chevron Corp with a value of $8.67M.

Examining the 13F form we can see an increase of $15M in the current position value, from $297M to 312M.

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 $312 Million
Technology: $82 Million
ETFs: $63.6 Million
Financial Services: $32.8 Million
Industrials: $24.6 Million
Healthcare: $24.3 Million
Consumer Cyclical: $18.6 Million
Energy: $16.8 Million
Consumer Defensive: $15.2 Million
Other: $34 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 213
  • Current Value $312 Million
  • Prior Value $297 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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