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
$63.9B
$265,000 0.07% of portfolio
3,634
Q2 2025 Reduced 5.22%
$0
$250,000 0.07% of portfolio
1,041
Q1 2025 Reduced 30.78%
$0
$260,000 0.07% of portfolio
10,660
Q2 2025 Added 8.34%
$0
$216,000 0.06% of portfolio
2,400
Q2 2025 New
$0
$222,000 0.06% of portfolio
7,000
Q4 2024 New
$0
$200,000 0.06% of portfolio
2,593
Q2 2025 New
$181B
$203,000 0.06% of portfolio
375
Q2 2025 New
$92.6B
$209,000 0.06% of portfolio
300
Q2 2025 New
$9.6B
$204,000 0.06% of portfolio
1,210
Q2 2025 New
$0
$217,000 0.06% of portfolio
4,165
Q2 2025 New
$149B
$200,000 0.06% of portfolio
508
Q2 2025 New
$30.3B
$175,000 0.05% of portfolio
3,065
Q2 2025 New
$0
$113,000 0.03% of portfolio
11,100
Q1 2022 Reduced 6.72%
$2.16B
$38,000 0.01% of portfolio
15,000
Q2 2024 Reduced 11.76%
$0
$42,000 0.01% of portfolio
11,146
Q2 2025 Reduced 28.57%
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 New
Kenvue Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 13.06%
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q3 2024 New
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 12.05%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 7.44%
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q2 2025 Added 14.62%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 127.57%
Barrick Mng Corp
-
$0 0.0% of portfolio
-
Q2 2025 New

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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