← All Mutual Funds

MERGER FUND VL

CIK: 0001208133 Equity
Report date: 2026-02-26
AUM $24M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

Holdings

From latest SEC N-PORT filing · US-listed stocks only

152 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
0.00%
3
2 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.09%
$-0.02 -64
3 WENN Wen Acquisition Corp Since 2026-05-10 Equity (Common)
0.14%
$0.03 3,237
4 GSHR Gesher Acquisition Corp II Since 2026-05-10 Equity (Common)
0.09%
$0.02 2,082
5 GTLS Chart Industries Inc Since 2026-05-10 16115Q308 Equity (Common)
3.95%
$0.97 4,687
6 HYAC Haymaker Acquisition Corp 4 Since 2026-05-10 Equity (Common)
0.90%
$0.22 19,366
7 CEPV Cantor Equity Partners V Inc Since 2026-05-10 Equity (Common)
0.16%
$0.04 3,758
8 HVMC Highview Merger Corp Since 2026-05-10 Equity (Common)
0.06%
$0.01 1,419
9 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
-1
10 ITHA ITHAX Acquisition Corp III Since 2026-05-10 Equity (Common)
0.08%
$0.02 2,060
11 SDHI Siddhi Acquisition Corp Since 2026-05-10 Equity (Common)
0.49%
$0.12 11,711
12 SZZL Sizzle Acquisition Corp II Since 2026-05-10 Equity (Common)
0.01%
$0.00 9,423
13 FACT Fact II Acquisition Corp Since 2026-05-10 Equity (Common)
0.48%
$0.12 11,340
14 APAD A Paradise Acquisition Corp Since 2026-05-10 Equity (Common)
0.04%
$0.01 838
15 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
-2
16 TAVI Tavia Acquisition Corp Since 2026-05-10 Equity (Common)
0.37%
$0.09 8,747
17 BAYA Bayview Acquisition Corp Since 2026-05-10 07323B118 Equity (Common)
0.00%
2,923
18 GRAF Graf Global Corp Since 2026-05-10 Equity (Common)
0.11%
$0.03 2,406
19 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
-3
20 ALDF ALDEL FINANCIAL II INC Since 2026-05-10 Derivative
0.01%
$0.00 3,734
21 CAEP Cantor Equity Partners III Inc Since 2026-05-10 Equity (Common)
0.02%
$0.00 419
22 WTG Wintergreen Acquisition Corp Since 2026-05-10 Equity (Common)
0.09%
$0.02 2,106
23 CAPN Cayson Acquisition Corp Since 2026-05-10 Equity (Common)
0.08%
$0.02 1,811
24 AEAQ Activate Energy Acquisition Co Since 2026-05-10 Equity (Common)
0.12%
$0.03 2,897
25 WBD Warner Bros Discovery Inc Since 2026-05-10 934423104 Equity (Common)
3.58%
$0.88 30,425
26 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
-12
27 LWAC Lightwave Acquisition Corp Since 2026-05-10 Equity (Common)
0.26%
$0.06 6,220
28 WTG Wintergreen Acquisition Corp Since 2026-05-10 Equity (Common)
0.00%
38
29 EURK Eureka Acquisition Corp Since 2026-05-10 Equity (Common)
0.02%
$0.01 418
30 LOKV Live Oak Acquisition Corp V Since 2026-05-10 Equity (Common)
0.19%
$0.05 4,579
31 ORIQ Origin Investment Corp I Since 2026-05-10 Equity (Common)
0.15%
$0.04 3,737
32 CBOE CBOE GLOBAL MARKETS, INC. Since 2026-05-10 Derivative
-0.00%
-9
33 SBXD Silverbox Corp IV Since 2026-05-10 Equity (Common)
0.10%
$0.03 2,408
34 RDAC Rising Dragon Acquisition Corp Since 2026-05-10 Equity (Common)
0.21%
$0.05 4,842
35 CEPO Cantor Equity Partners I Inc Since 2026-05-10 Equity (Common)
0.05%
$0.01 1,059
36 FACT FACT II ACQUISITION CORP Since 2026-05-10 Derivative
0.00%
$0.00 2,548
37 EMIS Emmis Acquisition Corp Since 2026-05-10 Equity (Common)
0.00%
1,461
38 CDE Coeur Mining Inc Since 2026-05-10 192108504 Equity (Common)
-0.87%
$-0.21 -12,006
39 CAPN Cayson Acquisition Corp Since 2026-05-10 Equity (Common)
0.00%
1,811
40 DRDB Roman DBDR Acquisition Corp II Since 2026-05-10 Equity (Common)
0.09%
$0.02 2,106
41 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.04%
$-0.01 -81
42 MESH Meshflow Acquisition Corp Since 2026-05-10 Equity (Common)
0.12%
$0.03 2,888
43 LCCC Lakeshore Acquisition III Corp Since 2026-05-10 Equity (Common)
0.00%
$0.00 3,704
44 KFII K&F Growth Acquisition Corp II Since 2026-05-10 Equity (Common)
0.00%
2,148
45 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.02%
$-0.01 -18
46 LCCC Lakeshore Acquisition III Corp Since 2026-05-10 Equity (Common)
0.24%
$0.06 5,798
47 CUB Lionheart Holdings Since 2026-05-10 Equity (Common)
0.15%
$0.04 3,332
48 TACO BERTO ACQUISITION CORP Since 2026-05-10 Derivative
0.00%
321
49 GPAT GP-Act III Acquisition Corp Since 2026-05-10 Equity (Common)
0.59%
$0.14 13,490
50 ALF Centurion Acquisition Corp Since 2026-05-10 Equity (Common)
0.35%
$0.09 8,128
51 CWAN Clearwater Analytics Holdings Since 2026-05-10 185123106 Equity (Common)
-0.06%
$-0.01 -600
52 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.02%
$-0.01 -16
53 CWAN Clearwater Analytics Holdings Since 2026-05-10 185123106 Equity (Common)
0.06%
$0.01 600
54 BCSS Bain Capital GSS Investment Co Since 2026-05-10 Equity (Common)
0.09%
$0.02 2,090
55 HOLX Hologic Inc Since 2026-05-10 436440101 Equity (Common)
0.80%
$0.20 2,637
56 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.02%
$-0.01 -22
57 RAAQ Real Asset Acquisition Corp Since 2026-05-10 Equity (Common)
0.08%
$0.02 1,874
58 ALF CENTURION ACQUISITION CORP Since 2026-05-10 Derivative
0.00%
626
59 CHEC Chenghe Acquisition III Co Since 2026-05-10 Equity (Common)
0.09%
$0.02 2,288
60 LUMN Lumen Technologies, Inc. Since 2026-05-10 55024EAF2 LON
0.46%
$0.11 114,123
61 CRAQ Cal Redwood Acquisition Corp Since 2026-05-10 Equity (Common)
0.23%
$0.06 5,438
62 LPBB Launch Two Acquisition Corp Since 2026-05-10 Equity (Common)
0.27%
$0.07 6,286
63 CBOE CBOE GLOBAL MARKETS, INC. Since 2026-05-10 Derivative
-0.00%
-2
64 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.01%
$-0.00 -10
65 SIMA SIM Acquisition Corp I Since 2026-05-10 Equity (Common)
0.47%
$0.11 10,780
66 ESHA ESH Acquisition Corp Since 2026-05-10 296424112 Equity (Common)
0.00%
$0.00 3,862
67 LKSP Lake Superior Acquisition Corp Since 2026-05-10 Equity (Common)
0.07%
$0.02 1,671
68 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.37%
$-0.09 -106
69 APAD A Paradise Acquisition Corp Since 2026-05-10 Equity (Common)
0.19%
$0.04 4,522
70 BSAA BEST SPAC I Acquisition Corp Since 2026-05-10 Equity (Common)
0.02%
$0.00 418
71 GSRF GSR IV Acquisition Corp Since 2026-05-10 Equity (Common)
0.23%
$0.06 5,373
72 CEPF Cantor Equity Partners IV Inc Since 2026-05-10 Equity (Common)
0.07%
$0.02 1,659
73 AFJK Aimei Health Technology Co Ltd Since 2026-05-10 Equity (Common)
0.01%
$0.00 3,362
74 TAVI Tavia Acquisition Corp Since 2026-05-10 Equity (Common)
0.00%
$0.00 5,000
75 EGHA EGH Acquisition Corp Since 2026-05-10 Equity (Common)
0.00%
635
76 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.01%
$-0.00 -24
77 NTWO Newbury Street II Acquisition Corp Since 2026-05-10 Derivative
0.00%
$0.00 2,521
78 WENN Wen Acquisition Corp Since 2026-05-10 Equity (Common)
0.02%
$0.00 434
79 LEGT Legato Merger Corp III Since 2026-05-10 Equity (Common)
0.24%
$0.06 5,402
80 NHIC NewHold Investment Corp III Since 2026-05-10 Equity (Common)
0.18%
$0.04 4,233
81 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
0.00%
$0.00 19
82 CTLP Cantaloupe Inc Since 2026-05-10 138103106 Equity (Common)
0.53%
$0.13 12,155
83 BSAA BEST SPAC I Acquisition Corp Since 2026-05-10 Equity (Common)
0.00%
418
84 GTEN GORES HOLDINGS X INC Since 2026-05-10 Equity (Common)
0.18%
$0.04 4,367
85 NMP NMP Acquisition Corp Since 2026-05-10 Equity (Common)
0.17%
$0.04 4,148
86 PCAP ProCap Acquisition Corp Since 2026-05-10 Equity (Common)
0.02%
$0.01 581
87 CCXI CHURCHILL CAPITAL CORP XI Since 2026-05-10 Equity (Common)
0.02%
$0.00 440
88 LUMN Lumen Technologies, Inc. Since 2026-05-10 55024EAG0 LON
1.99%
$0.49 490,875
89 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.01%
$-0.00 -26
90 GIW GigCapital8 Corp Since 2026-05-10 Equity (Common)
0.36%
$0.09 9,018
91 TACO BERTO ACQUISITION CORP Since 2026-05-10 Equity (Common)
0.15%
$0.04 3,647
92 LKSP Lake Superior Acquisition Corp Since 2026-05-10 Equity (Common)
0.09%
$0.02 2,133
93 EGHA EGH Acquisition Corp Since 2026-05-10 Equity (Common)
0.11%
$0.03 2,729
94 INAC Indigo Acquisition Corp Since 2026-05-10 Equity (Common)
0.09%
$0.02 2,089
95 IBAC IB Acquisition Corp Since 2026-05-10 44934N116 Equity (Common)
0.00%
4,303
96 BDCI BTC Development Corp Since 2026-05-10 Equity (Common)
0.02%
$0.00 418
97 EA Electronic Arts Inc Since 2026-05-10 285512109 Equity (Common)
4.35%
$1.07 5,217
98 YCY AA Mission Acquisition Corp II Since 2026-05-10 Equity (Common)
0.16%
$0.04 4,001
99 PMTR Perimeter Acquisition Corp I Since 2026-05-10 Equity (Common)
0.06%
$0.01 1,272
100 BACC Blue Acquisition Corp Since 2026-05-10 Equity (Common)
0.04%
$0.01 1,033
101 SSEA Starry Sea Acquisition Corp Since 2026-05-10 Equity (Common)
0.13%
$0.03 3,134
102 CHEC Chenghe Acquisition III Co Since 2026-05-10 Equity (Common)
0.00%
17
103 RIBB RIBBON ACQUISITION CORP Since 2026-05-10 Equity (Common)
0.08%
$0.02 1,890
104 UYSC UY Scuti Acquisition Corp Since 2026-05-10 Equity (Common)
0.13%
$0.03 3,005
105 BCAR D Boral ARC Acquisition I Corp Since 2026-05-10 Equity (Common)
0.33%
$0.08 8,108
106 BLRK Bluerock Acquisition Corp Since 2026-05-10 Equity (Common)
0.08%
$0.02 2,060
107 GLIBK GCI LIBERTY INC Since 2026-05-10 361ESC049 Equity (Common)
0.00%
1,015
108 BACC Blue Acquisition Corp Since 2026-05-10 Equity (Common)
0.10%
$0.02 2,341
109 XRPN Armada Acquisition Corp II Since 2026-05-10 Equity (Common)
0.30%
$0.07 7,139
110 AIIA AI Infrastructure Acquisition Since 2026-05-10 Equity (Common)
0.09%
$0.02 2,195
111 PACH Pioneer Acquisition I Corp Since 2026-05-10 Equity (Common)
0.30%
$0.07 7,244
112 FIGX FIGX Capital Acquisition Corp Since 2026-05-10 Equity (Common)
0.04%
$0.01 1,043
113 PACH Pioneer Acquisition I Corp Since 2026-05-10 Equity (Common)
0.12%
$0.03 2,866
114 FIGX FIGX Capital Acquisition Corp Since 2026-05-10 Equity (Common)
0.03%
$0.01 712
115 SVCC Stellar V Capital Corp Since 2026-05-10 Equity (Common)
0.07%
$0.02 1,727
116 POLE Andretti Acquisition Corp II Since 2026-05-10 Equity (Common)
0.58%
$0.14 13,560
117 LAFA LaFayette Acquisition Corp Since 2026-05-10 Equity (Common)
0.07%
$0.02 1,690
118 UYSC UY Scuti Acquisition Corp Since 2026-05-10 Equity (Common)
0.00%
$0.00 3,005
119 TACH Titan Acquisition Corp Since 2026-05-10 Equity (Common)
0.53%
$0.13 12,564
120 MBVI M3-Brigade Acquisition VI Corp Since 2026-05-10 Equity (Common)
0.02%
$0.00 415
121 PCAP ProCap Acquisition Corp Since 2026-05-10 Equity (Common)
0.08%
$0.02 2,046
122 COPL Copley Acquisition Corp Since 2026-05-10 Equity (Common)
0.34%
$0.08 8,053
123 ONCH 1RT Acquisition Corp Since 2026-05-10 Equity (Common)
0.01%
$0.00 226
124 KVUE Kenvue Inc Since 2026-05-10 49177J102 Equity (Common)
0.02%
$0.01 300
125 ALIS Calisa Acquisition Corp Since 2026-05-10 Equity (Common)
0.01%
$0.00 132
126 VACI Viking Acquisition Corp I Since 2026-05-10 Equity (Common)
0.03%
$0.01 628
127 MLAC Mountain Lake Acquisition Corp Since 2026-05-10 Equity (Common)
0.01%
$0.00 8,630
128 TASK TaskUS Inc Since 2026-05-10 87652V109 Equity (Common)
0.25%
$0.06 5,158
129 EMIS Emmis Acquisition Corp Since 2026-05-10 Equity (Common)
0.06%
$0.01 1,461
130 AIIA AI Infrastructure Acquisition Since 2026-05-10 Equity (Common)
0.14%
$0.03 3,346
131 FCRS FutureCrest Acquisition Corp Since 2026-05-10 Equity (Common)
0.00%
$0.00 83
132 ALIS CALISA ACQUISITION CORP Since 2026-05-10 Equity (Common)
0.10%
$0.03 2,472
133 KFII K&F Growth Acquisition Corp II Since 2026-05-10 Equity (Common)
0.09%
$0.02 2,148
134 VACH Voyager Acquisition Corp Since 2026-05-10 Equity (Common)
0.66%
$0.16 15,231
135 NTWO Newbury Street II Acquisition Since 2026-05-10 Equity (Common)
0.40%
$0.10 9,346
136 OTGA OTG Acquisition Corp I Since 2026-05-10 Equity (Common)
0.04%
$0.01 1,039
137 SZZL Sizzle Acquisition Corp II Since 2026-05-10 Equity (Common)
0.57%
$0.14 13,796
138 GIG GigCapital7 Corp Since 2026-05-10 Equity (Common)
0.19%
$0.05 4,427
139 PAII Pyrophyte Acquisition Corp II Since 2026-05-10 Equity (Common)
0.09%
$0.02 2,089
140 CRAQ Cal Redwood Acquisition Corp Since 2026-05-10 Equity (Common)
0.05%
$0.01 1,263
141 MLAC Mountain Lake Acquisition Corp Since 2026-05-10 Equity (Common)
0.32%
$0.08 7,452
142 LATA Galata Acquisition Corp II Since 2026-05-10 Equity (Common)
0.06%
$0.01 1,455
143 PANW Palo Alto Networks Inc Since 2026-05-10 697435105 Equity (Common)
-0.29%
$-0.07 -391
144 HCMA HCM III Acquisition Corp Since 2026-05-10 Equity (Common)
0.01%
$0.00 209
145 VACH VOYAGER ACQUISITION CORP Since 2026-05-10 Derivative
0.00%
2,090
146 SBXE SilverBox Corp V Since 2026-05-10 Equity (Common)
0.03%
$0.01 828
147 CCIX Churchill Capital Corp IX Since 2026-05-10 Equity (Common)
0.04%
$0.01 942
148 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
0.00%
106
149 CBOE CBOE GLOBAL MARKETS, INC. Since 2026-05-10 Derivative
-0.00%
-8
150 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
0.00%
26
151 CBOE CBOE GLOBAL MARKETS, INC. Since 2026-05-10 Derivative
-0.00%
-9
152 FERA Fifth Era Acquisition Corp I Since 2026-05-10 Equity (Common)
0.03%
$0.01 717