Merrion Investment Management Co, LLC Diversified Active

Location: Cranford, NJ

CIK: 0001383782 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 23, 2026

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

Holdings (109)

GOOG ALPHABET INC 6.8%
Value $12.67M Shares 44,172 Est. Cost $109.61 Unrealized +195.3%
NVDA NVIDIA CORPORATION 6.1%
Value $11.32M Shares 64,925 Est. Cost $122.38 Unrealized +52.5%
AAPL APPLE INC 5.2%
Value $9.592M Shares 37,797 Est. Cost $117.01 Unrealized +124.6%
CCJ CAMECO CORP 4.7%
Value $8.808M Shares 81,100 Est. Cost $13.35 Unrealized +771.1%
JEF JEFFERIES FINANCIAL GROUP IN 4.4%
Value $8.2M Shares 198,695 Est. Cost $18.00 Unrealized +226.7%
SATS ECHOSTAR CORP 4.2%
Value $7.809M Shares 66,705 Est. Cost $90.38 Unrealized +28.7%
NMM NAVIOS MARITIME PARTNERS LP 3.2%
Value $5.902M Shares 87,465 Est. Cost $46.30 Unrealized
VRT VERTIV HOLDINGS CO 3.0%
Value $5.638M Shares 22,500 Est. Cost $18.31 Unrealized +991.5%
GLW CORNING INC 3.0%
Value $5.622M Shares 41,350 Est. Cost $33.06 Unrealized +237.8%
GS GOLDMAN SACHS GROUP INC 2.6%
Value $4.91M Shares 5,804 Est. Cost $315.45 Unrealized +195.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%
Value $4.906M Shares 10,237 Est. Cost $334.98 Unrealized +47.3%
GEV GE VERNOVA INC 2.6%
Value $4.82M Shares 5,522 Est. Cost $158.10 Unrealized +366.1%
HAL HALLIBURTON CO 2.3%
Value $4.324M Shares 110,900 Est. Cost $32.50 Unrealized +3.2%
MGM MGM RESORTS INTERNATIONAL 2.2%
Value $4.044M Shares 109,260 Est. Cost $37.29 Unrealized -5.9%
CNQ CANADIAN NAT RES LTD MED TER 2.1%
Value $3.84M Shares 78,800 Est. Cost $33.82 Unrealized +10.0%
MPC MARATHON PETE CORP 2.0%
Value $3.814M Shares 15,619 Est. Cost $35.29 Unrealized +423.4%
TFPM TRIPLE FLAG PRECIOUS METAL 1.7%
Value $3.132M Shares 90,240 Est. Cost $13.72 Unrealized +165.2%
SPY STATE STR SPDR S&P 500 ETF T 1.6%
Value $2.99M Shares 4,597 Est. Cost $377.78 Unrealized
GSAT GLOBALSTAR INC 1.6%
Value $2.901M Shares 43,681 Est. Cost $24.21 Unrealized +153.9%
NVEC NVE CORP 1.5%
Value $2.797M Shares 42,700 Est. Cost $54.91 Unrealized +22.3%
ORCL ORACLE CORP 1.3%
Value $2.413M Shares 16,400 Est. Cost $238.05 Unrealized -28.8%
MSFT MICROSOFT CORP 1.2%
Value $2.288M Shares 6,180 Est. Cost $206.04 Unrealized +110.9%
JNJ JOHNSON & JOHNSON 1.2%
Value $2.167M Shares 8,864 Est. Cost $129.62 Unrealized +75.8%
MU MICRON TECHNOLOGY INC 1.1%
Value $2.029M Shares 6,005 Est. Cost $70.81 Unrealized +446.6%
CEG CONSTELLATION ENERGY CORP 1.0%
Value $1.927M Shares 6,900 Est. Cost $220.61 Unrealized +36.5%
AIG AMERICAN INTL GROUP INC 1.0%
Value $1.911M Shares 25,400 Est. Cost $75.02 Unrealized +1.7%
XOM EXXON MOBIL CORP 1.0%
Value $1.768M Shares 10,420 Est. Cost $70.38 Unrealized +97.1%
FCNCA FIRST CTZNS BANCSHARES INC D 0.9%
Value $1.651M Shares 876 Est. Cost $1784.31 Unrealized +17.3%
VTS VITESSE ENERGY INC 0.9%
Value $1.599M Shares 88,029 Est. Cost $20.86 Unrealized -0.8%
ABBV ABBVIE INC 0.8%
Value $1.522M Shares 7,000 Est. Cost $86.07 Unrealized +158.6%
BWXT BWX TECHNOLOGIES INC 0.8%
Value $1.499M Shares 7,330 Est. Cost $88.12 Unrealized +130.4%
NE NOBLE CORP PLC 0.8%
Value $1.472M Shares 30,000 Est. Cost $31.04 Unrealized +19.8%
DG DOLLAR GEN CORP 0.8%
Value $1.396M Shares 11,755 Est. Cost $110.02 Unrealized +34.2%
AMZN AMAZON COM INC 0.7%
Value $1.25M Shares 6,000 Est. Cost $128.46 Unrealized +76.6%
GE GE AEROSPACE 0.6%
Value $1.185M Shares 4,175 Est. Cost $86.80 Unrealized +266.6%
QQQ INVESCO QQQ TR 0.6%
Value $1.175M Shares 2,035 Est. Cost $352.70 Unrealized
BKR BAKER HUGHES COMPANY 0.6%
Value $1.16M Shares 19,000 Est. Cost $37.27 Unrealized +50.5%
JPM JPMORGAN CHASE & CO 0.6%
Value $1.139M Shares 3,872 Est. Cost $100.10 Unrealized +211.1%
ET ENERGY TRANSFER L P 0.6%
Value $1.119M Shares 58,000 Est. Cost $16.49 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.6%
Value $1.096M Shares 1,100 Est. Cost $601.51 Unrealized +60.2%
AJG GALLAGHER ARTHUR J & CO 0.6%
Value $1.083M Shares 5,000 Est. Cost $144.16 Unrealized +66.8%
REAVES UTIL INCOME FD 0.6%
Value $1.08M Shares 27,500 Est. Cost $33.19 Unrealized
OLN OLIN CORP 0.6%
Value $1.076M Shares 36,200 Est. Cost $28.52 Unrealized -17.2%
NFLX NETFLIX INC. 0.5%
Value $1.019M Shares 10,600 Est. Cost $101.68 Unrealized -17.6%
LLY ELI LILLY & CO 0.5%
Value $1.012M Shares 1,100 Est. Cost $208.86 Unrealized +401.3%
WMB WILLIAMS COS INC 0.5%
Value $924K Shares 12,700 Est. Cost $17.12 Unrealized +287.6%
CAT CATERPILLAR INC 0.5%
Value $921K Shares 1,300 Est. Cost $347.46 Unrealized +97.0%
CB CHUBB LTD SWITZ 0.5%
Value $903K Shares 2,771 Est. Cost $134.35 Unrealized +135.4%
CVX CHEVRON CORPORATION 0.5%
Value $902K Shares 4,361 Est. Cost $74.82 Unrealized +129.7%
ELV ELEVANCE HEALTH INC FORMERLY 0.5%
Value $871K Shares 2,975 Est. Cost $336.70 Unrealized +4.4%
GLD SPDR GOLD TR 0.5%
Value $861K Shares 2,000 Est. Cost $299.30 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.5%
Value $859K Shares 22,714 Est. Cost $19.62 Unrealized
TDW TIDEWATER INC NEW 0.4%
Value $828K Shares 9,910 Est. Cost $64.06 Unrealized 0.0%
HON HONEYWELL INTL INC 0.4%
Value $769K Shares 3,404 Est. Cost $163.73 Unrealized +38.0%
PEG PUBLIC SVC ENTERPRISE GROUP 0.4%
Value $741K Shares 9,150 Est. Cost $50.57 Unrealized +61.2%
LNG CHENIERE ENERGY INC 0.4%
Value $709K Shares 2,500 Est. Cost $207.45 Unrealized +1.1%
TECK TECK RESOURCES LTD 0.4%
Value $681K Shares 13,154 Est. Cost $43.21 Unrealized +27.3%
MPLX MPLX LP 0.4%
Value $658K Shares 11,525 Est. Cost $34.45 Unrealized
APO APOLLO GLOBAL MGMT INC 0.4%
Value $652K Shares 5,850 Est. Cost $68.98 Unrealized +93.4%
META META PLATFORMS INC 0.3%
Value $629K Shares 1,100 Est. Cost $321.88 Unrealized +103.7%
AMGN AMGEN INC 0.3%
Value $622K Shares 1,768 Est. Cost $211.05 Unrealized +65.7%
WMT WALMART INC 0.3%
Value $621K Shares 5,000 Est. Cost $72.32 Unrealized +68.8%
HD HOME DEPOT INC 0.3%
Value $617K Shares 1,875 Est. Cost $245.23 Unrealized +53.7%
RIG TRANSOCEAN LTD 0.3%
Value $613K Shares 92,500 Est. Cost $5.16 Unrealized 0.0%
QCOM QUALCOMM INC 0.3%
Value $594K Shares 4,610 Est. Cost $124.69 Unrealized +23.4%
MLM MARTIN MARIETTA MATLS INC 0.3%
Value $589K Shares 1,000 Est. Cost $375.26 Unrealized +76.1%
SOXX ISHARES TR 0.3%
Value $575K Shares 1,750 Est. Cost $311.85 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value $560K Shares 3,000 Est. Cost $104.15 Unrealized +76.6%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value $558K Shares 1,250 Est. Cost $388.35 Unrealized +20.4%
VTV VANGUARD INDEX FDS 0.3%
Value $520K Shares 2,650 Est. Cost $174.11 Unrealized
PSX PHILLIPS 66 0.3%
Value $519K Shares 2,850 Est. Cost $85.51 Unrealized +72.0%
WM WASTE MGMT INC DEL 0.3%
Value $483K Shares 2,100 Est. Cost $142.81 Unrealized +58.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value $478K Shares 3,037 Est. Cost $97.11 Unrealized +69.9%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value $465K Shares 2,425 Est. Cost $127.67 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value $463K Shares 2,225 Est. Cost $106.49 Unrealized +111.2%
TSLX SIXTH STREET SPECIALTY LENDI 0.2%
Value $460K Shares 25,000 Est. Cost $19.58 Unrealized +6.4%
PWR QUANTA SVCS INC 0.2%
Value $439K Shares 800 Est. Cost $407.06 Unrealized +19.4%
ITA ISHARES TR 0.2%
Value $438K Shares 2,000 Est. Cost $164.54 Unrealized
TSLA TESLA INC 0.2%
Value $429K Shares 1,155 Est. Cost $179.18 Unrealized +137.7%
AXP AMERICAN EXPRESS CO 0.2%
Value $428K Shares 1,416 Est. Cost $103.86 Unrealized +242.9%
MS MORGAN STANLEY 0.2%
Value $411K Shares 2,500 Est. Cost $113.46 Unrealized +58.4%
SLV ISHARES SILVER TR 0.2%
Value $409K Shares 6,000 Est. Cost $42.37 Unrealized
OKE ONEOK INC NEW 0.2%
Value $407K Shares 4,500 Est. Cost $67.31 Unrealized +16.7%
MSGS MADISON SQUARE GRDN SPRT COR 0.2%
Value $394K Shares 1,225 Est. Cost $156.87 Unrealized +82.9%
MA MASTERCARD INCORPORATED 0.2%
Value $375K Shares 750 Est. Cost $324.14 Unrealized +66.3%
NEE NEXTERA ENERGY INC 0.2%
Value $365K Shares 3,935 Est. Cost $65.64 Unrealized +32.8%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value $352K Shares 2,031 Est. Cost $186.76 Unrealized -2.9%
PANW PALO ALTO NETWORKS INC 0.2%
Value $345K Shares 2,154 Est. Cost $173.24 Unrealized -0.6%
IBB ISHARES TR 0.2%
Value $338K Shares 2,000 Est. Cost $168.77 Unrealized
NVS NOVARTIS AG 0.2%
Value $318K Shares 2,080 Est. Cost $94.39 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.2%
Value $304K Shares 1,000 Est. Cost $244.13 Unrealized +25.0%
PFF ISHARES TR 0.2%
Value $303K Shares 10,000 Est. Cost $38.68 Unrealized
MCK MCKESSON CORP 0.2%
Value $303K Shares 350 Est. Cost $832.68 Unrealized +5.1%
V VISA INC 0.2%
Value $302K Shares 1,000 Est. Cost $197.22 Unrealized +66.9%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $293K Shares 2,000 Est. Cost $117.28 Unrealized +31.4%
PG PROCTER & GAMBLE CO 0.2%
Value $290K Shares 2,011 Est. Cost $123.16 Unrealized +23.2%
MYRG MYR GROUP INC 0.2%
Value $282K Shares 1,000 Est. Cost $186.60 Unrealized +36.2%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $281K Shares 814 Est. Cost $227.05 Unrealized +51.1%
ENVX ENOVIX CORPORATION 0.1%
Value $256K Shares 49,500 Est. Cost $12.54 Unrealized -44.3%
IVV ISHARES TR 0.1%
Value $250K Shares 382 Est. Cost $588.68 Unrealized
WCN WASTE CONNECTIONS INC 0.1%
Value $244K Shares 1,500 Est. Cost $162.32 Unrealized +3.1%
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value $243K Shares 6,500 Est. Cost $47.70 Unrealized
XYL XYLEM INC 0.1%
Value $239K Shares 2,000 Est. Cost $88.59 Unrealized +54.0%
NRG NRG ENERGY INC 0.1%
Value $239K Shares 1,635 Est. Cost $130.97 Unrealized +21.0%
AVAV AEROVIRONMENT INC 0.1%
Value $229K Shares 1,250 Est. Cost $266.25 Unrealized +11.3%
KW KENNEDY-WILSON HOLDINGS INC 0.1%
Value $216K Shares 20,000 Est. Cost $8.96 Unrealized +12.3%
MERC MERCER INTL INC 0.1%
Value $213K Shares 150,000 Est. Cost $7.83 Unrealized -72.6%
UBER UBER TECHNOLOGIES INC 0.1%
Value $208K Shares 2,890 Est. Cost $72.28 Unrealized +8.9%
ROK ROCKWELL AUTOMATION INC 0.1%
Value $203K Shares 566 Est. Cost $375.21 Unrealized +9.3%