Merit Investment Management, LLC current holdings: USA Stocks
Merit Investment Management, LLC reported $0.05 billion in share positions in stocks (listed in the US), 19 positions, in its Form 13F for the quarter ended 2013-12-31; the largest are PM, MRK, JPM.
- PM: Country of operation United States; Class COM; Shares 65,683; Value $5,723,000.
- MRK: Country of operation United States; Class COM; Shares 103,934; Value $5,202,000.
- JPM: Country of operation United States; Class COM; Shares 86,505; Value $5,059,000.
- CSCO: Country of operation United States; Class COM; Shares 224,517; Value $5,036,000.
Form 13F-HR as filed (SEC CIK 1524467): quarter ended 2013-12-31, filed 2014-02-11. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2013-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
PM
Phillip Morris International In | United States | COM | 65,683 | $5,723,000 | 11.68% | 2013-12-31 | 2014-02-11 | +122.54% |
|---|
MRK
Merck & Co Inc | United States | COM | 103,934 | $5,202,000 | 10.61% | 2013-12-31 | 2014-02-11 | +212.56% |
|---|
JPM
JPMorgan Chase &Co | United States | COM | 86,505 | $5,059,000 | 10.32% | 2013-12-31 | 2014-02-11 | +472.81% |
|---|
CSCO
Cisco Systems Inc | United States | COM | 224,517 | $5,036,000 | 10.28% | 2013-12-31 | 2014-02-11 | +376.77% |
|---|
D
Dominion Resources Inc/VA | United States | COM | 77,700 | $5,026,000 | 10.26% | 2013-12-31 | 2014-02-11 | -6.26% |
|---|
XEL
Xcel Energy Inc | United States | COM | 179,340 | $5,011,000 | 10.22% | 2013-12-31 | 2014-02-11 | +153.01% |
|---|
CSX
CSX Corp | United States | COM | 172,903 | $4,974,000 | 10.15% | 2013-12-31 | 2014-02-11 | +389.36% |
|---|
EPD
Enterprise Product Partners LP | United States | COM | 46,419 | $3,078,000 | 6.28% | 2013-12-31 | 2014-02-11 | +8.66% |
|---|
CVS
CVS Caremark Corp | United States | COM | 36,096 | $2,583,000 | 5.27% | 2013-12-31 | 2014-02-11 | +21.70% |
|---|
PMT
PennyMac Mortgage Investment | United States | COM | 62,976 | $1,446,000 | 2.95% | 2013-12-31 | 2014-02-11 | — split 2020-03-25, ratio not on file |
|---|
MO
Altria Group Inc | United States | COM | 36,394 | $1,397,000 | 2.85% | 2013-12-31 | 2014-02-11 | +79.00% |
|---|
DEO
Diageo PLC | | COM | 5,118 | $678,000 | 1.38% | 2013-12-31 | 2014-02-11 | -35.55% |
|---|
NSC
Norfolk Southern Corp | United States | COM | 7,000 | $650,000 | 1.33% | 2013-12-31 | 2014-02-11 | +237.18% |
|---|
PEP
Pepsico Inc | United States | COM | 7,570 | $628,000 | 1.28% | 2013-12-31 | 2014-02-11 | +55.16% |
|---|
GIS
General Mills Inc | United States | COM | 12,068 | $602,000 | 1.23% | 2013-12-31 | 2014-02-11 | -32.24% |
|---|
T
AT&T Inc | United States | COM | 17,045 | $599,000 | 1.22% | 2013-12-31 | 2014-02-11 | -7.83% |
|---|
MCD
McDonald's Corp | United States | COM | 5,263 | $511,000 | 1.04% | 2013-12-31 | 2014-02-11 | +141.14% |
|---|
VZ
Verizon Communications Inc | United States | COM | 10,263 | $504,000 | 1.03% | 2013-12-31 | 2014-02-11 | -6.43% |
|---|
TD
Toronto-Dominion Bank/The | | COM | 6,389 | $301,000 | 0.61% | 2013-12-31 | 2014-02-11 | +152.55% |
|---|
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