MERIDIAN INVESTMENT COUNSEL INC.

All 13F Filings

Location
Lafayette, CA
Most recent 13F
Q2 2026
Holdings value ($000)
465,874
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/22/2026 250 465,874 13F-HR MERIDIAN INVESTMENT COUNSEL INC.
Q1 2026 4/28/2026 237 419,912 13F-HR MERIDIAN INVESTMENT COUNSEL INC.
Q4 2025 1/20/2026 239 415,018 13F-HR MERIDIAN INVESTMENT COUNSEL INC.
Q3 2025 10/23/2025 233 404,902 13F-HR MERIDIAN INVESTMENT COUNSEL INC.
Q2 2025 7/16/2025 224 367,459 13F-HR MERIDIAN INVESTMENT COUNSEL INC.
Q1 2014 5/15/2014 142 117,536 13F-HR MERIDIAN INVESTMENT COUNSEL INC.
Q4 2013 2/13/2014 142 117,932 13F-HR MERIDIAN INVESTMENT COUNSEL INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 349.2 K 75.0% 38.39 K 0 38.39 K
ETFs 116.6 K 25.0% 7.842 K 0 7.842 K
Debt 0 0.0% 0 264 -264
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Fund Snapshot

Q2 2026
Latest filed
7/22/2026
Total value ($000)
465,874
Holdings
250
QoQ value change ($000)
45,962 (10.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.