Merrion Investment Management Co, LLC Diversified Active

Location: Cranford, NJ

CIK: 0001383782 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $186M (100.0% shares, 0.0% debt)

Holdings (113)

GOOG ALPHABET INC 7.5%
Value $13.86M Shares 44,172 Est. Cost $109.61 Unrealized +161.2%
CCJ CAMECO CORP 7.3%
Value $13.48M Shares 147,300 Est. Cost $13.35 Unrealized +573.7%
JEF JEFFERIES FINL GROUP INC 6.7%
Value $12.38M Shares 199,695 Est. Cost $18.00 Unrealized +214.9%
NVDA NVIDIA CORPORATION 6.5%
Value $12.11M Shares 64,925 Est. Cost $122.38 Unrealized +52.1%
AAPL APPLE INC 5.5%
Value $10.28M Shares 37,797 Est. Cost $117.01 Unrealized +129.3%
SATS ECHOSTAR CORP 2.9%
Value $5.393M Shares 49,610 Est. Cost $81.43 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.8%
Value $5.146M Shares 10,237 Est. Cost $334.98 Unrealized +48.5%
GS GOLDMAN SACHS GROUP INC 2.6%
Value $4.882M Shares 5,554 Est. Cost $287.67 Unrealized +182.7%
NMM NAVIOS MARITIME PARTNERS L P 2.2%
Value $4M Shares 76,300 Est. Cost $43.20 Unrealized
MGM MGM RESORTS INTERNATIONAL 2.1%
Value $3.987M Shares 109,260 Est. Cost $37.29 Unrealized -9.0%
VRT VERTIV HOLDINGS CO 2.0%
Value $3.645M Shares 22,500 Est. Cost $18.31 Unrealized +848.0%
GEV GE VERNOVA INC 2.0%
Value $3.635M Shares 5,562 Est. Cost $158.10 Unrealized +285.2%
GLW CORNING INC 2.0%
Value $3.634M Shares 41,500 Est. Cost $33.06 Unrealized +160.1%
MSFT MICROSOFT CORP 1.8%
Value $3.292M Shares 6,806 Est. Cost $206.04 Unrealized +143.0%
ORCL ORACLE CORP 1.7%
Value $3.197M Shares 16,400 Est. Cost $238.05 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 1.7%
Value $3.135M Shares 4,597 Est. Cost $377.78 Unrealized
HAL HALLIBURTON CO 1.7%
Value $3.134M Shares 110,900 Est. Cost $32.50 Unrealized -19.1%
TFPM TRIPLE FLAG PRECIOUS METAL 1.6%
Value $2.998M Shares 90,240 Est. Cost $13.72 Unrealized +128.0%
CNQ CANADIAN NAT RES LTD 1.5%
Value $2.701M Shares 78,800 Est. Cost $33.82 Unrealized -4.1%
GSAT GLOBALSTAR INC 1.4%
Value $2.666M Shares 43,681 Est. Cost $24.21 Unrealized +128.1%
MPC MARATHON PETE CORP 1.4%
Value $2.54M Shares 15,619 Est. Cost $35.29 Unrealized +428.2%
NVEC NVE CORP 1.4%
Value $2.533M Shares 42,700 Est. Cost $54.91 Unrealized +21.8%
CEG CONSTELLATION ENERGY CORP 1.3%
Value $2.438M Shares 6,900 Est. Cost $220.61 Unrealized +64.6%
AIG AMERICAN INTL GROUP INC 1.2%
Value $2.259M Shares 26,400 Est. Cost $75.02 Unrealized +6.2%
FCNCA FIRST CTZNS BANCSHARES INC D 1.0%
Value $1.88M Shares 876 Est. Cost $1784.31 Unrealized +5.6%
JNJ JOHNSON & JOHNSON 1.0%
Value $1.834M Shares 8,864 Est. Cost $129.62 Unrealized +52.0%
MU MICRON TECHNOLOGY INC 1.0%
Value $1.785M Shares 6,255 Est. Cost $70.81 Unrealized +223.9%
VTS VITESSE ENERGY INC 0.9%
Value $1.676M Shares 87,029 Est. Cost $20.86 Unrealized +2.3%
ABBV ABBVIE INC 0.9%
Value $1.599M Shares 7,000 Est. Cost $86.07 Unrealized +164.4%
DG DOLLAR GEN CORP NEW 0.8%
Value $1.561M Shares 11,755 Est. Cost $110.02 Unrealized +1.4%
AMZN AMAZON COM INC 0.7%
Value $1.39M Shares 6,020 Est. Cost $128.46 Unrealized +78.1%
QQQ INVESCO QQQ TR 0.7%
Value $1.312M Shares 2,136 Est. Cost $352.70 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.7%
Value $1.294M Shares 5,000 Est. Cost $144.16 Unrealized +83.3%
GE GE AEROSPACE 0.7%
Value $1.294M Shares 4,200 Est. Cost $86.80 Unrealized +246.5%
COST COSTCO WHSL CORP NEW 0.7%
Value $1.294M Shares 1,500 Est. Cost $601.51 Unrealized +50.6%
BWXT BWX TECHNOLOGIES INC 0.7%
Value $1.267M Shares 7,330 Est. Cost $88.12 Unrealized +112.7%
XOM EXXON MOBIL CORP 0.7%
Value $1.254M Shares 10,420 Est. Cost $70.38 Unrealized +64.1%
JPM JPMORGAN CHASE & CO. 0.7%
Value $1.248M Shares 3,872 Est. Cost $100.10 Unrealized +209.2%
LLY ELI LILLY & CO 0.6%
Value $1.182M Shares 1,100 Est. Cost $208.86 Unrealized +357.5%
NFLX NETFLIX INC 0.6%
Value $1.088M Shares 11,600 Est. Cost $101.68 Unrealized +6.0%
ELV ELEVANCE HEALTH INC FORMERLY 0.6%
Value $1.043M Shares 2,975 Est. Cost $336.70 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC 0.5%
Value $992K Shares 6,850 Est. Cost $68.98 Unrealized +92.2%
ET ENERGY TRANSFER L P 0.5%
Value $956K Shares 58,000 Est. Cost $16.49 Unrealized
REAVES UTIL INCOME FD 0.5%
Value $915K Shares 25,000 Est. Cost $32.58 Unrealized
CB CHUBB LIMITED 0.5%
Value $868K Shares 2,771 Est. Cost $134.35 Unrealized +117.6%
BKR BAKER HUGHES COMPANY 0.5%
Value $865K Shares 19,000 Est. Cost $37.27 Unrealized +27.0%
NE NOBLE CORP PLC 0.5%
Value $847K Shares 30,000 Est. Cost $31.04 Unrealized -5.8%
QCOM QUALCOMM INC 0.4%
Value $789K Shares 4,610 Est. Cost $124.69 Unrealized +37.0%
WMB WILLIAMS COS INC 0.4%
Value $763K Shares 12,700 Est. Cost $17.12 Unrealized +250.9%
ORLA ORLA MNG LTD NEW 0.4%
Value $746K Shares 55,400 Est. Cost $10.51 Unrealized +15.5%
CAT CATERPILLAR INC 0.4%
Value $745K Shares 1,300 Est. Cost $347.46 Unrealized +59.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.4%
Value $735K Shares 9,150 Est. Cost $50.57 Unrealized +60.3%
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value $728K Shares 22,714 Est. Cost $19.62 Unrealized
META META PLATFORMS INC 0.4%
Value $726K Shares 1,100 Est. Cost $321.88 Unrealized +107.3%
CVX CHEVRON CORP NEW 0.4%
Value $665K Shares 4,361 Est. Cost $74.82 Unrealized +102.4%
HON HONEYWELL INTL INC 0.4%
Value $664K Shares 3,404 Est. Cost $163.73 Unrealized +19.1%
HD HOME DEPOT INC 0.3%
Value $645K Shares 1,875 Est. Cost $245.23 Unrealized +48.7%
OLN OLIN CORP 0.3%
Value $635K Shares 30,505 Est. Cost $29.44 Unrealized -27.2%
TECK TECK RESOURCES LTD 0.3%
Value $630K Shares 13,154 Est. Cost $43.21 Unrealized +0.3%
MLM MARTIN MARIETTA MATLS INC 0.3%
Value $623K Shares 1,000 Est. Cost $375.26 Unrealized +65.6%
MPLX MPLX LP 0.3%
Value $615K Shares 11,525 Est. Cost $34.45 Unrealized
GLD SPDR GOLD TR 0.3%
Value $594K Shares 1,500 Est. Cost $255.64 Unrealized
AMGN AMGEN INC 0.3%
Value $579K Shares 1,768 Est. Cost $211.05 Unrealized +49.7%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value $567K Shares 1,250 Est. Cost $388.35 Unrealized +11.0%
WMT WALMART INC 0.3%
Value $558K Shares 5,000 Est. Cost $72.32 Unrealized +48.2%
SPG SIMON PPTY GROUP INC NEW 0.3%
Value $555K Shares 3,000 Est. Cost $104.15 Unrealized +72.8%
TSLX SIXTH STREET SPECIALTY LENDI 0.3%
Value $543K Shares 25,000 Est. Cost $19.58 Unrealized +11.4%
AXP AMERICAN EXPRESS CO 0.3%
Value $524K Shares 1,416 Est. Cost $103.86 Unrealized +243.7%
TSLA TESLA INC 0.3%
Value $519K Shares 1,155 Est. Cost $179.18 Unrealized +147.4%
VTV VANGUARD INDEX FDS 0.3%
Value $506K Shares 2,650 Est. Cost $174.11 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value $492K Shares 3,037 Est. Cost $97.11 Unrealized +60.8%
LNG CHENIERE ENERGY INC 0.3%
Value $486K Shares 2,500 Est. Cost $207.45 Unrealized +1.2%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value $465K Shares 2,425 Est. Cost $127.67 Unrealized
PNC PNC FINL SVCS GROUP INC 0.3%
Value $464K Shares 2,225 Est. Cost $106.49 Unrealized +81.0%
WM WASTE MGMT INC DEL 0.2%
Value $461K Shares 2,100 Est. Cost $142.81 Unrealized +48.8%
SOXX ISHARES TR 0.2%
Value $452K Shares 1,500 Est. Cost $309.05 Unrealized
LIN LINDE PLC 0.2%
Value $434K Shares 1,017 Est. Cost $393.24 Unrealized +8.7%
ITA ISHARES TR 0.2%
Value $429K Shares 2,000 Est. Cost $164.54 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value $428K Shares 750 Est. Cost $324.14 Unrealized +72.4%
XYL XYLEM INC 0.2%
Value $409K Shares 3,000 Est. Cost $88.59 Unrealized +62.1%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $400K Shares 2,250 Est. Cost $117.28 Unrealized +54.4%
NEE NEXTERA ENERGY INC 0.2%
Value $396K Shares 4,935 Est. Cost $65.64 Unrealized +25.7%
SLV ISHARES SILVER TR 0.2%
Value $387K Shares 6,000 Est. Cost $42.37 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.2%
Value $377K Shares 2,031 Est. Cost $186.76 Unrealized -0.2%
PANW PALO ALTO NETWORKS INC 0.2%
Value $368K Shares 2,000 Est. Cost $173.33 Unrealized +16.4%
PSX PHILLIPS 66 0.2%
Value $368K Shares 2,850 Est. Cost $85.51 Unrealized +56.7%
SAP SAP SE 0.2%
Value $364K Shares 1,500 Est. Cost $129.32 Unrealized
ENVX ENOVIX CORPORATION 0.2%
Value $361K Shares 49,400 Est. Cost $12.54 Unrealized -22.8%
MS MORGAN STANLEY 0.2%
Value $355K Shares 2,000 Est. Cost $96.90 Unrealized +71.8%
V VISA INC 0.2%
Value $351K Shares 1,000 Est. Cost $197.22 Unrealized +72.6%
IBB ISHARES TR 0.2%
Value $338K Shares 2,000 Est. Cost $168.77 Unrealized
OKE ONEOK INC NEW 0.2%
Value $331K Shares 4,500 Est. Cost $67.31 Unrealized +4.7%
MSGS MADISON SQUARE GRDN SPRT COR 0.2%
Value $317K Shares 1,225 Est. Cost $156.87 Unrealized +45.1%
PFF ISHARES TR 0.2%
Value $310K Shares 10,000 Est. Cost $38.68 Unrealized
BX BLACKSTONE INC 0.2%
Value $308K Shares 2,000 Est. Cost $62.87 Unrealized +140.9%
MERC MERCER INTL INC 0.2%
Value $297K Shares 150,000 Est. Cost $7.83 Unrealized -73.1%
PWR QUANTA SVCS INC 0.2%
Value $295K Shares 700 Est. Cost $395.75 Unrealized +11.0%
PG PROCTER AND GAMBLE CO 0.2%
Value $288K Shares 2,011 Est. Cost $123.16 Unrealized +19.5%
HLT HILTON WORLDWIDE HLDGS INC 0.2%
Value $287K Shares 1,000 Est. Cost $244.13 Unrealized +11.5%
NVS NOVARTIS AG 0.2%
Value $287K Shares 2,080 Est. Cost $94.39 Unrealized
WCN WASTE CONNECTIONS INC 0.1%
Value $263K Shares 1,500 Est. Cost $162.32 Unrealized +6.5%
IVV ISHARES TR 0.1%
Value $262K Shares 382 Est. Cost $588.68 Unrealized
NRG NRG ENERGY INC 0.1%
Value $260K Shares 1,635 Est. Cost $130.97 Unrealized +26.2%
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value $250K Shares 6,500 Est. Cost $47.70 Unrealized
AVAV AEROVIRONMENT INC 0.1%
Value $242K Shares 1,000 Est. Cost $258.71 Unrealized +21.5%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $239K Shares 814 Est. Cost $227.05 Unrealized +27.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value $229K Shares 5,280 Est. Cost $75.44 Unrealized -41.1%
UBER UBER TECHNOLOGIES INC 0.1%
Value $228K Shares 2,790 Est. Cost $72.04 Unrealized +25.0%
ROK ROCKWELL AUTOMATION INC 0.1%
Value $220K Shares 566 Est. Cost $375.21 Unrealized 0.0%
MYRG MYR GROUP INC DEL 0.1%
Value $219K Shares 1,000 Est. Cost $186.60 Unrealized +16.6%
MCK MCKESSON CORP 0.1%
Value $205K Shares 250 Est. Cost $815.57 Unrealized 0.0%
KW KENNEDY-WILSON HOLDINGS INC 0.1%
Value $193K Shares 20,000 Est. Cost $8.96 Unrealized 0.0%
OWL BLUE OWL CAPITAL INC 0.1%
Value $149K Shares 10,000 Est. Cost $18.50 Unrealized -15.5%