MERIDIAN INVESTMENT COUNSEL INC.

All 13F Filings

Location
Lafayette, CA
Most recent 13F
Q1 2026
Holdings value ($000)
419,912
Description
Website
Founded
Chairman
CEO
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
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 310.9 K 74.0% 0 58.83 K -58.83 K
ETFs 108.8 K 25.9% 63.75 K 0 63.75 K
Debt 264 0.1% 0 27 -27
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Fund Snapshot

Q1 2026
Latest filed
4/28/2026
Total value ($000)
419,912
Holdings
237
QoQ value change ($000)
4,894 (1.2%)
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.