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Merck & Co., Inc.

Q3 2025 · Filed 2025-11-12
Market Value
$212M
+6.1%
Holdings
10
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KYMR 20.60% 16.85% +3.75% $44M
ALEC 4.95% 2.48% +2.46% $10M
VRDN 0.95% 0.65% +0.30% $2M
STRO 1.11% 0.97% +0.14% $2M
LVTX 0.85% 0.76% +0.09% $2M
NEUP 0.06% 0.04% +0.02% $118K
HURA 0.02% 0.02% +0.00% $35K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MRNA 28.11% 31.85% -3.75% $60M
PSNL 43.17% 46.08% -2.91% $92M
CARM 0.19% 0.29% -0.10% $404K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $60M 28.1%
Mid Cap 1 $44M 20.6%
Small Cap 2 $94M 44.1%
Micro Cap 6 $15M 7.2%

Portfolio Analytics

Avg Market Cap
$2.8B
Median Market Cap
$246M
Avg P/E
0.0
Median P/E
0.0
Avg Dividend Yield
—%
Avg Beta
1.07
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PSNL 43.17% 14,044,943 $92M $6.52 -$562K
2 MRNA 28.11% 2,308,190 $60M $25.83 -$4M
3 KYMR 20.60% 772,165 $44M $56.60 $10M
4 ALEC 4.95% 3,545,719 $10M $2.96 $6M
5 STRO 1.11% 2,723,509 $2M $0.87 $421K
6 VRDN 0.95% 93,414 $2M $21.58 $710K
7 LVTX 0.85% 1,149,345 $2M $1.56 $276K
8 CARM 0.19% 1,473,240 $404K $0.27 -$173K
9 NEUP 0.06% 10,027 $118K $11.79 $47K
10 HURA 0.02% 13,950 $35K $2.48 $3K
View SEC EDGAR Filings for Merck & Co., Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms