MERIDIAN INVESTMENT COUNSEL INC.

Q2 2026 13F-HR Holdings

Location
Lafayette, CA
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
250
Total value ($000)
$465,874
Net value change ($000)
+45,962 (10.9%)
New positions
19
Sold out positions
5
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 9,704 33.9%
MU 6,502 217.3%
INTC 2,909 203.0%
BAC 2,442 60.9%
ALAB 2,248 NEW
AAPL 2,240 12.5%
CRWD 2,110 92.8%
Q 1,891 54.2%
IGM 1,589 38.0%
CSCO 1,260 47.0%
Top Reduces (Value $000, Stocks/ETFs)
HON -2,086 -100.0%
IAU -1,848 -17.2%
PLTR -1,534 -23.0%
BRK-B -1,375 -47.9%
CVX -1,053 -11.7%
BRK-B -873 -19.4%
MGM -785 -53.6%
ADBE -661 -16.1%
DD -652 -100.0%
TAP -608 -100.0%
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