MERIDIAN INVESTMENT COUNSEL INC.

Position in Q — Qnity Electronics, Inc.

CIK 1427351 LAFAYETTE, CA

Position in Q

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$5,380,737

+$1,890,377 QoQ

Shares Held

32,948

+8.9% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#289

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MERIDIAN INVESTMENT COUNSEL INC. holds $7,956,271 across 5 Semiconductor Equipment & Materials names. Q ranks #1 (67.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	Q	Qnity Electronics, Inc. This page	32,948	$5,380,737
2	LRCX	Lam Research Corp	2,350	$1,018,325
3	ASML	Asml Holding NV	428	$851,480
4	AMAT	Applied Materials Inc /De	684	$494,532
5	KLAC	Kla Corp	700	$211,197

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,380,737	32,948	+8.9%	Shares	Sole	2026-07-23
2026-03-31	$3,490,360	30,251	+43.3%	Shares	Sole	2026-04-28
2025-12-31	$1,724,203	21,117	—	Shares	Sole	2026-01-20
No filing history on record for this holder in this stock.