Merrion Investment Management Co, LLC Diversified Active

CIK: 0001383782 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 15, 2025

Total Value ($000): $174,297 (100.0% shares, 0.0% debt)

Holdings (106)

CCJ CAMECO CORP 9.6%
Value ($000) $16,814 Shares 200,500 Est. Cost $13.35 Unrealized +479.7%
JEF JEFFERIES FINL GROUP INC 7.8%
Value ($000) $13,522 Shares 206,702 Est. Cost $18.00 Unrealized +232.8%
NVDA NVIDIA CORPORATION 7.0%
Value ($000) $12,285 Shares 65,845 Est. Cost $122.38 Unrealized +42.4%
GOOG ALPHABET INC 6.3%
Value ($000) $10,947 Shares 44,947 Est. Cost $109.61 Unrealized +91.5%
AAPL APPLE INC 5.5%
Value ($000) $9,624 Shares 37,797 Est. Cost $117.01 Unrealized +92.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.0%
Value ($000) $5,147 Shares 10,237 Est. Cost $334.98 Unrealized +44.6%
VRT VERTIV HOLDINGS CO 2.6%
Value ($000) $4,526 Shares 30,000 Est. Cost $18.31 Unrealized +628.1%
GS GOLDMAN SACHS GROUP INC 2.6%
Value ($000) $4,451 Shares 5,589 Est. Cost $287.67 Unrealized +155.4%
GLW CORNING INC 2.4%
Value ($000) $4,143 Shares 50,500 Est. Cost $33.06 Unrealized +96.5%
MGM MGM RESORTS INTERNATIONAL 2.3%
Value ($000) $3,965 Shares 114,390 Est. Cost $37.29 Unrealized -1.6%
MSFT MICROSOFT CORP 2.0%
Value ($000) $3,554 Shares 6,861 Est. Cost $206.04 Unrealized +146.9%
GEV GE VERNOVA INC 2.0%
Value ($000) $3,435 Shares 5,587 Est. Cost $158.10 Unrealized +283.0%
SPY SPDR S&P 500 ETF TR 1.8%
Value ($000) $3,069 Shares 4,607 Est. Cost $377.78 Unrealized
MPC MARATHON PETE CORP 1.7%
Value ($000) $3,010 Shares 15,619 Est. Cost $35.29 Unrealized +394.4%
NMM NAVIOS MARITIME PARTNERS L P 1.7%
Value ($000) $2,940 Shares 65,250 Est. Cost $41.63 Unrealized
NVEC NVE CORP 1.6%
Value ($000) $2,820 Shares 43,200 Est. Cost $54.91 Unrealized +23.4%
HAL HALLIBURTON CO 1.6%
Value ($000) $2,770 Shares 112,600 Est. Cost $32.50 Unrealized -32.7%
TFPM TRIPLE FLAG PRECIOUS METAL 1.5%
Value ($000) $2,640 Shares 90,240 Est. Cost $13.72 Unrealized +88.4%
CNQ CANADIAN NAT RES LTD 1.4%
Value ($000) $2,518 Shares 78,800 Est. Cost $33.82 Unrealized -7.4%
CEG CONSTELLATION ENERGY CORP 1.4%
Value ($000) $2,476 Shares 7,525 Est. Cost $220.61 Unrealized +46.0%
AIG AMERICAN INTL GROUP INC 1.3%
Value ($000) $2,231 Shares 28,400 Est. Cost $75.02 Unrealized +5.5%
VTS VITESSE ENERGY INC 1.2%
Value ($000) $2,029 Shares 87,336 Est. Cost $20.86 Unrealized +17.8%
MU MICRON TECHNOLOGY INC 1.1%
Value ($000) $1,884 Shares 11,260 Est. Cost $70.81 Unrealized +80.5%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $1,792 Shares 9,664 Est. Cost $129.62 Unrealized +30.8%
ABBV ABBVIE INC 0.9%
Value ($000) $1,621 Shares 7,000 Est. Cost $86.07 Unrealized +134.6%
GSAT GLOBALSTAR INC 0.9%
Value ($000) $1,590 Shares 43,681 Est. Cost $24.21 Unrealized +18.4%
FCNCA FIRST CTZNS BANCSHARES INC D 0.9%
Value ($000) $1,567 Shares 876 Est. Cost $1784.31 Unrealized +10.3%
AJG GALLAGHER ARTHUR J & CO 0.9%
Value ($000) $1,549 Shares 5,000 Est. Cost $144.16 Unrealized +108.2%
NFLX NETFLIX INC 0.8%
Value ($000) $1,391 Shares 1,160 Est. Cost $46.54 Unrealized +162.3%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $1,388 Shares 1,500 Est. Cost $601.51 Unrealized +59.1%
BWXT BWX TECHNOLOGIES INC 0.8%
Value ($000) $1,351 Shares 7,330 Est. Cost $88.12 Unrealized +82.2%
AMZN AMAZON COM INC 0.8%
Value ($000) $1,317 Shares 6,000 Est. Cost $128.46 Unrealized +76.2%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,308 Shares 11,597 Est. Cost $70.38 Unrealized +55.9%
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $1,307 Shares 4,144 Est. Cost $100.10 Unrealized +195.6%
QQQ INVESCO QQQ TR 0.7%
Value ($000) $1,282 Shares 2,136 Est. Cost $352.70 Unrealized
GE GE AEROSPACE 0.7%
Value ($000) $1,263 Shares 4,200 Est. Cost $86.80 Unrealized +214.2%
REAVES UTIL INCOME FD 0.6%
Value ($000) $991 Shares 25,000 Est. Cost $32.58 Unrealized
BKR BAKER HUGHES COMPANY 0.5%
Value ($000) $926 Shares 19,000 Est. Cost $37.27 Unrealized +17.6%
APO APOLLO GLOBAL MGMT INC 0.5%
Value ($000) $913 Shares 6,850 Est. Cost $68.98 Unrealized +104.0%
NE NOBLE CORP PLC 0.5%
Value ($000) $848 Shares 30,000 Est. Cost $31.04 Unrealized -11.2%
LLY ELI LILLY & CO 0.5%
Value ($000) $839 Shares 1,100 Est. Cost $208.86 Unrealized +255.4%
META META PLATFORMS INC 0.5%
Value ($000) $808 Shares 1,100 Est. Cost $321.88 Unrealized +130.9%
WMB WILLIAMS COS INC 0.5%
Value ($000) $808 Shares 12,750 Est. Cost $17.12 Unrealized +237.8%
CB CHUBB LIMITED 0.4%
Value ($000) $782 Shares 2,771 Est. Cost $134.35 Unrealized +104.8%
OLN OLIN CORP 0.4%
Value ($000) $775 Shares 31,005 Est. Cost $29.44 Unrealized -25.7%
QCOM QUALCOMM INC 0.4%
Value ($000) $767 Shares 4,610 Est. Cost $124.69 Unrealized +26.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.4%
Value ($000) $764 Shares 9,150 Est. Cost $50.57 Unrealized +63.6%
HD HOME DEPOT INC 0.4%
Value ($000) $760 Shares 1,875 Est. Cost $245.23 Unrealized +58.7%
HON HONEYWELL INTL INC 0.4%
Value ($000) $717 Shares 3,404 Est. Cost $163.73 Unrealized +26.5%
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $710 Shares 22,714 Est. Cost $19.62 Unrealized
DG DOLLAR GEN CORP NEW 0.4%
Value ($000) $704 Shares 6,815 Est. Cost $108.94 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $677 Shares 4,361 Est. Cost $74.82 Unrealized +103.5%
MLM MARTIN MARIETTA MATLS INC 0.4%
Value ($000) $630 Shares 1,000 Est. Cost $375.26 Unrealized +58.5%
PSX PHILLIPS 66 0.4%
Value ($000) $612 Shares 4,500 Est. Cost $85.51 Unrealized +47.8%
ORLA ORLA MNG LTD NEW 0.3%
Value ($000) $598 Shares 55,400 Est. Cost $10.51 Unrealized +1.9%
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $587 Shares 2,500 Est. Cost $207.45 Unrealized +13.3%
TECK TECK RESOURCES LTD 0.3%
Value ($000) $577 Shares 13,154 Est. Cost $43.21 Unrealized -15.9%
MPLX MPLX LP 0.3%
Value ($000) $576 Shares 11,525 Est. Cost $34.45 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $573 Shares 1,200 Est. Cost $330.12 Unrealized +28.9%
TSLX SIXTH STREET SPECIALTY LENDI 0.3%
Value ($000) $572 Shares 25,000 Est. Cost $19.58 Unrealized +22.8%
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $563 Shares 3,000 Est. Cost $104.15 Unrealized +62.3%
GLD SPDR GOLD TR 0.3%
Value ($000) $533 Shares 1,500 Est. Cost $255.64 Unrealized
WMT WALMART INC 0.3%
Value ($000) $515 Shares 5,000 Est. Cost $72.32 Unrealized +37.2%
TSLA TESLA INC 0.3%
Value ($000) $514 Shares 1,155 Est. Cost $179.18 Unrealized +93.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $512 Shares 3,037 Est. Cost $97.11 Unrealized +83.0%
AMGN AMGEN INC 0.3%
Value ($000) $499 Shares 1,768 Est. Cost $211.05 Unrealized +35.8%
ENVX ENOVIX CORPORATION 0.3%
Value ($000) $498 Shares 49,900 Est. Cost $12.54 Unrealized -9.5%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $497 Shares 2,650 Est. Cost $174.11 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $490 Shares 1,250 Est. Cost $388.35 Unrealized +7.6%
LIN LINDE PLC 0.3%
Value ($000) $483 Shares 1,017 Est. Cost $393.24 Unrealized +19.7%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $470 Shares 1,416 Est. Cost $103.86 Unrealized +204.8%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $464 Shares 2,100 Est. Cost $142.81 Unrealized +56.6%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $460 Shares 2,425 Est. Cost $127.67 Unrealized
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $447 Shares 2,225 Est. Cost $106.49 Unrealized +83.8%
XYL XYLEM INC 0.3%
Value ($000) $443 Shares 3,000 Est. Cost $88.59 Unrealized +55.8%
SAP SAP SE 0.2%
Value ($000) $433 Shares 1,620 Est. Cost $129.32 Unrealized
MERC MERCER INTL INC 0.2%
Value ($000) $432 Shares 150,000 Est. Cost $7.83 Unrealized -57.9%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $427 Shares 750 Est. Cost $324.14 Unrealized +76.9%
ITA ISHARES TR 0.2%
Value ($000) $419 Shares 2,000 Est. Cost $164.54 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $410 Shares 2,250 Est. Cost $117.28 Unrealized +38.2%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $409 Shares 2,031 Est. Cost $186.76 Unrealized +9.2%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $407 Shares 2,000 Est. Cost $173.33 Unrealized +10.4%
SOXX ISHARES TR 0.2%
Value ($000) $407 Shares 1,500 Est. Cost $309.05 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $373 Shares 4,935 Est. Cost $65.64 Unrealized +10.0%
BX BLACKSTONE INC 0.2%
Value ($000) $342 Shares 2,000 Est. Cost $62.87 Unrealized +169.5%
V VISA INC 0.2%
Value ($000) $341 Shares 1,000 Est. Cost $197.22 Unrealized +75.0%
OKE ONEOK INC NEW 0.2%
Value ($000) $328 Shares 4,500 Est. Cost $67.31 Unrealized +11.5%
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $324 Shares 6,600 Est. Cost $75.44 Unrealized -28.4%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $320 Shares 2,081 Est. Cost $123.16 Unrealized +25.8%
MS MORGAN STANLEY 0.2%
Value ($000) $318 Shares 2,000 Est. Cost $96.90 Unrealized +51.1%
PFF ISHARES TR 0.2%
Value ($000) $316 Shares 10,000 Est. Cost $38.68 Unrealized
AVAV AEROVIRONMENT INC 0.2%
Value ($000) $315 Shares 1,000 Est. Cost $258.71 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $284 Shares 5,000 Est. Cost $53.09 Unrealized +10.2%
NVS NOVARTIS AG 0.2%
Value ($000) $282 Shares 2,200 Est. Cost $94.39 Unrealized
MSGS MADISON SQUARE GRDN SPRT COR 0.2%
Value ($000) $278 Shares 1,225 Est. Cost $156.87 Unrealized +30.7%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $272 Shares 2,780 Est. Cost $72.04 Unrealized +29.8%
NRG NRG ENERGY INC 0.2%
Value ($000) $265 Shares 1,635 Est. Cost $130.97 Unrealized +18.5%
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $264 Shares 1,500 Est. Cost $162.32 Unrealized +12.0%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $262 Shares 858 Est. Cost $227.05 Unrealized +19.5%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $259 Shares 1,000 Est. Cost $244.13 Unrealized +10.6%
IVV ISHARES TR 0.1%
Value ($000) $256 Shares 382 Est. Cost $588.68 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $254 Shares 6,000 Est. Cost $42.37 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $249 Shares 600 Est. Cost $388.50 Unrealized 0.0%
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value ($000) $248 Shares 6,500 Est. Cost $47.70 Unrealized
MYRG MYR GROUP INC DEL 0.1%
Value ($000) $208 Shares 1,000 Est. Cost $186.60 Unrealized 0.0%
OWL BLUE OWL CAPITAL INC 0.1%
Value ($000) $169 Shares 10,000 Est. Cost $18.50 Unrealized +2.8%