MERIDIAN INVESTMENT COUNSEL INC.

Q1 2026 13F-HR Holdings

Location
Lafayette, CA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
237
Total value ($000)
$419,912
Net value change ($000)
+4,894 (1.2%)
New positions
10
Sold out positions
12
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSM 2,539 9.7%
CVX 2,335 35.0%
CRWD 2,274 NEW
NOW 1,925 NEW
Q 1,766 102.4%
MU 1,606 115.9%
COF 922 25.1%
XES 913 65.8%
JNJ 817 16.6%
FDX 781 22.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,116 -23.2%
ADBE -1,815 -30.7%
QCOM -1,618 -35.0%
PLTR -1,432 -17.7%
AAPL -1,253 -6.5%
ORCL -1,197 -24.5%
DD -1,038 -61.4%
NVO -881 -27.8%
TGNA -876 -100.0%
WGO -839 -30.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type