MERIDIAN INVESTMENT COUNSEL INC.

CIK 0001427351 · LAFAYETTE, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

MERIDIAN INVESTMENT COUNSEL INC. reported 250 positions worth $465.9M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: TSM (8.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$465.9M
2026 Q2
Positions
250
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.2%
Est. Net Flow (Q)
2026 Q2
10 / 250 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TSMTAIWAN SEMICONDUCTOR MANUFACSH$38.3M8.22%80,217
2AAPLAPPLE INCSH$20.2M4.34%69,901
3MSFTMICROSOFT CORPSH$10.2M2.20%27,458
4MUMICRON TECHNOLOGY INCSH$9.5M2.04%8,225
5IAUISHARES GOLD TRSH$8.9M1.91%117,933
6CVXCHEVRON CORPORATIONSH$8.0M1.71%47,992
7XLUSELECT SECTOR SPDR TRSH$7.2M1.54%158,645
8IWMISHARES TRSH$6.7M1.44%22,352
9BACBANK OF AMER CORPSH$6.5M1.39%113,224
10ABBVABBVIE INCSH$6.4M1.38%25,506

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MERIDIAN INVESTMENT COUNSEL INC. hold as of Q2 2026?

MERIDIAN INVESTMENT COUNSEL INC. reported 250 positions worth $465.9M in its Q2 2026 13F filing. Largest positions: TSM (8.2%), AAPL (4.3%), MSFT (2.2%), MU (2.0%) and IAU (1.9%).

What did MERIDIAN INVESTMENT COUNSEL INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MERIDIAN INVESTMENT COUNSEL INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.