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
$0
$2.27 Million 0.63% of portfolio
102,735
Q2 2025 Added 4.84%
$182B
$2.26 Million 0.63% of portfolio
26,552
Q2 2025 Reduced 2.57%
$16.3B
$2.22 Million 0.62% of portfolio
28,474
Q2 2025 Reduced 1.56%
$159B
$2.13 Million 0.59% of portfolio
9,125
Q2 2025 Added 7.43%
$973M
$2.08 Million 0.58% of portfolio
71,640
Q2 2025 Added 1.86%
$0
$2.03 Million 0.57% of portfolio
66,325
Q2 2025 Added 0.15%
$116B
$2.04 Million 0.57% of portfolio
7,034
Q4 2024 Reduced 18.24%
$164B
$1.97 Million 0.55% of portfolio
7,040
Q2 2025 Added 4.03%
$19.4B
$1.95 Million 0.54% of portfolio
76,091
Q2 2025 Reduced 1.04%
$0
$1.95 Million 0.54% of portfolio
2,933
Q4 2024 Reduced 3.61%
$313B
$1.95 Million 0.54% of portfolio
24,295
Q4 2024 Reduced 7.91%
$0
$1.9 Million 0.53% of portfolio
3,345
Q2 2025 Added 0.6%
$56.6B
$1.84 Million 0.51% of portfolio
17,715
Q2 2025 Reduced 0.98%
$10.3B
$1.82 Million 0.51% of portfolio
37,804
Q2 2025 Reduced 8.03%
$280B
$1.81 Million 0.5% of portfolio
26,045
Q2 2025 Added 2.14%
$180B
$1.77 Million 0.49% of portfolio
40,903
Q2 2025 Reduced 3.7%
$0
$1.71 Million 0.48% of portfolio
33,700
Q2 2025 Reduced 2.01%
$141B
$1.68 Million 0.47% of portfolio
69,425
Q2 2025 Reduced 0.64%
$182B
$1.6 Million 0.45% of portfolio
17,175
Q2 2025 New
$99.7B
$1.6 Million 0.44% of portfolio
53,322
Q4 2024 Reduced 20.62%
$3.72B
$1.51 Million 0.42% of portfolio
90,243
Q2 2025 Reduced 4.34%
$15B
$1.48 Million 0.41% of portfolio
42,900
Q2 2025 Reduced 5.09%
$7.8B
$1.47 Million 0.41% of portfolio
52,900
Q2 2025 Reduced 2.04%
$47.8B
$1.44 Million 0.4% of portfolio
43,424
Q2 2025 Reduced 13.73%
$0
$1.38 Million 0.38% of portfolio
24,197
Q2 2025 Added 0.5%
$1.17T
$1.38 Million 0.38% of portfolio
7,765
Q2 2025 Added 1.45%
$0
$1.34 Million 0.37% of portfolio
12,268
Q1 2025 Reduced 1.76%
$0
$1.29 Million 0.36% of portfolio
20,663
Q2 2025 Added 3.12%
$36.9B
$1.27 Million 0.35% of portfolio
9,792
Q2 2024 Reduced 0.18%
$0
$1.26 Million 0.35% of portfolio
14,910
Q4 2024 Added 51.99%
$0
$1.26 Million 0.35% of portfolio
18,195
Q2 2025 Added 94.08%
$195B
$1.22 Million 0.34% of portfolio
41,991
Q2 2025 Reduced 2.33%
$452B
$1.23 Million 0.34% of portfolio
11,388
Q2 2025 Reduced 1.05%
$2.01B
$1.17 Million 0.33% of portfolio
15,235
Q3 2024 Reduced 3.18%
$7.77B
$1.15 Million 0.32% of portfolio
14,169
Q1 2025 Reduced 1.73%
$0
$1.14 Million 0.32% of portfolio
17,920
Q2 2025 Added 2.14%
$0
$1.14 Million 0.32% of portfolio
6,234
Q2 2024 New
$0
$1.1 Million 0.31% of portfolio
13,206
Q2 2025 Added 3.69%
$126B
$1.11 Million 0.31% of portfolio
3,588
Q2 2025 Added 3.61%
$0
$1.08 Million 0.3% of portfolio
4,569
Q2 2025 Reduced 0.28%
$65.5B
$1.05 Million 0.29% of portfolio
24,115
Q2 2025 Added 0.42%
$1.14T
$1.03 Million 0.29% of portfolio
5,837
Q2 2025 Added 34.99%
$0
$1.05 Million 0.29% of portfolio
21,313
Q2 2025 Added 4.92%
$152B
$1.04 Million 0.29% of portfolio
15,010
Q3 2024 Added 1.28%
$417B
$1.06 Million 0.29% of portfolio
1,066
Q2 2025 Added 6.49%
$0
$1.01 Million 0.28% of portfolio
11,703
Q2 2025 Reduced 0.14%
$233B
$1.01 Million 0.28% of portfolio
5,888
Q2 2025 Reduced 1.17%
$2.32T
$988,000 0.28% of portfolio
4,506
Q2 2025 Added 8.68%
$95.4B
$978,000 0.27% of portfolio
43,675
Q2 2025 Reduced 8.77%

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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