| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2024 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CSX Corp | 3 | Q4 2013 | 6.2% |
| Rite Aid Corp | 3 | Q4 2013 | 5.4% |
| Verizon Communications Inc | 3 | Q4 2013 | 7.4% |
| Apple Inc | 3 | Q4 2013 | 4.2% |
| MarkWest Energy Partners LP | 3 | Q4 2013 | 4.1% |
| Enterprise Product Partners LP | 3 | Q4 2013 | 3.6% |
| CVS Caremark Corp | 3 | Q4 2013 | 3.5% |
| CBS Corp | 3 | Q4 2013 | 3.4% |
| PennyMac Mortgage Investment | 3 | Q4 2013 | 4.0% |
| Phillip Morris International In | 3 | Q4 2013 | 6.5% |
View Merit Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2014-02-11 |
| 13F-HR | 2013-11-13 |
| 13F-HR/A | 2013-08-14 |
| 13F-HR | 2013-08-13 |
| 13F-HR | 2013-05-13 |
| 13F-HR | 2013-02-12 |
| 13F-HR | 2012-11-13 |
| 13F-HR | 2012-08-06 |
| 13F-HR | 2012-05-11 |
| 13F-HR | 2012-02-13 |
View Merit Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.