Meridian Investment Counsel Inc. holds a diversified book of 250 stocks worth $465.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Astera Labs Inc and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 8% of the equity book. Cloning the disclosed picks since 2024 would be +33% (+17.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1427351/holdings"
Use Arkolith to show MERIDIAN INVESTMENT COUNSEL INC.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.4 points over this window.
Growth of $10,000 cloning Meridian Investment Counsel Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
74% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Meridian Investment Counsel Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $661.0B |
| MORGAN STANLEY | 80 / 80 | $496.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $339.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $138.6B |
| UBS Group AG | 80 / 80 | $133.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $133.2B |
| LPL Financial LLC | 80 / 80 | $65.9B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $53.6B |
Ranked by how many of Meridian Investment Counsel Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac SPONSORED ADS | $38.3M | 80.2K | 8.2% | ▼−5.2% Reduced · −4K sh | |
| 2 | Apple Inc COM | $20.2M | 69.9K | 4.3% | ▼−1.4% Reduced · −974 sh | |
| 3 | Microsoft Corp COM | $10.2M | 27.5K | 2.2% | ▼−1.7% Reduced · −481 sh | |
| 4 | Micron Technology Inc COM | $9.5M | 8.2K | 2.0% | ▼−7.1% Reduced · −630 sh | |
| 5 | Ishares Gold TR ISHARES NEW | $8.9M | 117.9K | 1.9% | ▼−3.3% Reduced · −4K sh | |
| 6 | Chevron Corporation COM | $8.0M | 48.0K | 1.7% | ▲+10% Added · +4K sh | |
| 7 | Select Sector SPDR TR ST STR UTIL ETF | $7.2M | 158.6K | 1.5% | ▼−1.2% Reduced · −2K sh | |
| 8 | Ishares TR RUSSELL 2000 ETF | $6.7M | 22.4K | 1.4% | ▼−0.3% Reduced · −75 sh | |
| 9 | Bank Of Amer Corp COM | $6.5M | 113.2K | 1.4% | ▲+38% Added · +31K sh | |
| 10 | Abbvie Inc COM | $6.4M | 25.5K | 1.4% | ▼−3.1% Reduced · −825 sh | |
| 11 | Norfolk Southn Corp COM | $6.4M | 20.3K | 1.4% | ▼−1.5% Reduced · −301 sh | |
| 12 | Walmart Inc COM | $6.0M | 52.8K | 1.3% | ▼−0.3% Reduced · −182 sh | |
| 13 | Travelers Companies Inc COM | $6.0M | 18.1K | 1.3% | ▼−1.6% Reduced · −300 sh | |
| 14 | Ishares TR EXPND TEC SC ETF | $5.8M | 35.3K | 1.2% | —Held | |
| 15 | Johnson & Johnson COM | $5.8M | 22.7K | 1.2% | ▼−3.1% Reduced · −723 sh | |
| 16 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $5.8M | 8.2K | 1.2% | ▼−4.2% Reduced · −358 sh | |
| 17 | Invesco Exchange Traded FD T S&P500 EQL WGT | $5.7M | 26.6K | 1.2% | ▼−0.5% Reduced · −123 sh | |
| 18 | Capital One Finl Corp COM | $5.5M | 27.2K | 1.2% | ▲+8.0% Added · +2K sh | |
| 19 | Qnity Electronics Inc COMMON STOCK | $5.4M | 32.9K | 1.2% | ▲+8.9% Added · +3K sh | |
| 20 | Palantir Technologies Inc CL A | $5.1M | 43.9K | 1.1% | ▼−3.5% Reduced · −2K sh | |
| 21 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $5.0M | 143.1K | 1.1% | ▼−0.9% Reduced · −1K sh | |
| 22 | Select Sector SPDR TR ST STR INDL ETF | $4.8M | 26.1K | 1.0% | ▼−2.9% Reduced · −770 sh | |
| 23 | Meta Platforms Inc CL A | $4.5M | 8.0K | 1.0% | ▲+16% Added · +1K sh | |
| 24 | Crowdstrike Hldgs Inc CL A | $4.4M | 5.7K | 0.9% | ▼−1.4% Reduced · −79 sh | |
| 25 | Intel Corp COM | $4.3M | 31.1K | 0.9% | ▼−4.2% Reduced · −1K sh | |
| 26 | Home Depot Inc COM | $4.2M | 12.0K | 0.9% | ▼−0.1% Reduced · −8 sh | |
| 27 | Qualcomm Inc COM | $4.0M | 21.9K | 0.9% | ▼−6.4% Reduced · −1K sh | |
| 28 | Gilead Sciences Inc COM | $4.0M | 31.4K | 0.9% | ▼−2.2% Reduced · −700 sh | |
| 29 | State STR SPDR Dow Jones Ind UT SER 1 | $4.0M | 7.6K | 0.8% | —Held | |
| 30 | Cisco Sys Inc COM | $3.9M | 33.5K | 0.8% | ▼−2.9% Reduced · −1K sh | |
| 31 | Metlife Inc COM | $3.7M | 43.7K | 0.8% | ▼−6.3% Reduced · −3K sh | |
| 32 | Fedex Corp COM | $3.7M | 11.7K | 0.8% | ▼−0.6% Reduced · −70 sh | |
| 33 | Oracle Corp COM | $3.7M | 25.0K | 0.8% | ▼−0.1% Reduced · −19 sh | |
| 34 | Ge Vernova Inc COM | $3.7M | 3.1K | 0.8% | ▼−1.0% Reduced · −32 sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $3.6M | 7.3K | 0.8% | ▼−23% Reduced · −2K sh | |
| 36 | British Amern Tob PLC SPONSORED ADR | $3.6M | 57.7K | 0.8% | ▼−2.0% Reduced · −1K sh | |
| 37 | Ge Aerospace COM NEW | $3.5M | 9.4K | 0.8% | ▼−1.0% Reduced · −99 sh | |
| 38 | Cbre Group Inc CL A | $3.5M | 26.1K | 0.8% | —Held | |
| 39 | Citigroup Inc COM NEW | $3.5M | 25.0K | 0.7% | ▼−0.9% Reduced · −225 sh | |
| 40 | Adobe Inc COM | $3.4M | 16.8K | 0.7% | ▼−0.6% Reduced · −95 sh | |
| 41 | Healthpeak Properties Inc COM | $3.4M | 158.6K | 0.7% | ▼−0.8% Reduced · −1K sh | |
| 42 | McKesson Corp COM | $3.3M | 4.4K | 0.7% | ▲+13% Added · +503 sh | |
| 43 | SPDR Series Trust ST STR SP BIOT | $3.2M | 20.1K | 0.7% | ▲+2.4% Added · +475 sh | |
| 44 | State STR SPDR S&P 500 ETF T TR UNIT | $3.1M | 4.1K | 0.7% | ▼−13% Reduced · −622 sh | |
| 45 | Schwab Strategic TR INTL EQTY ETF | $3.1M | 111.3K | 0.7% | ▼−1.3% Reduced · −1K sh | |
| 46 | Canadian Pacific Kansas City COM | $3.1M | 35.3K | 0.7% | ▼−5.3% Reduced · −2K sh | |
| 47 | Novo-Nordisk A S ADR | $3.0M | 63.1K | 0.6% | ▲+1.4% Added · +899 sh | |
| 48 | Kinder Morgan Inc Del COM | $3.0M | 93.6K | 0.6% | ▼−3.6% Reduced · −4K sh | |
| 49 | JPMorgan Chase & Co COM | $2.9M | 8.9K | 0.6% | ▲+1.0% Added · +90 sh | |
| 50 | Select Sector SPDR TR ST STR CARE ETF | $2.9M | 18.2K | 0.6% | ▼−0.5% Reduced · −100 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 250 | $465.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 237 | $419.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 239 | $415.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 233 | $404.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 224 | $367.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 211 | $339.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 213 | $335.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 212 | $330.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.