Means Investment Co., Inc. Portfolio Holdings

Means Investment Co., Inc.

  • $931 Million
  • Q4 2024

Means Investment Co., Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $931 Million distributed in 206 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $91.7M, Vanguard Mega Cap Growth ETF with a value of $90.1M, Vanguard Index Fds S&P 500 ETF with a value of $75.3M, Vanguard Mega Cap Value with a value of $63.3M, and Amazon Com Inc with a value of $52.3M.

Examining the 13F form we can see an increase of $48.7M in the current position value, from $882M to 931M.

Below you can find more details about Means Investment Co., Inc. portfolio as well as his latest detailed transactions.

Portfolio value $931 Million
ETFs: $408 Million
Technology: $220 Million
Financial Services: $87.4 Million
Consumer Cyclical: $74.6 Million
Communication Services: $56.5 Million
Healthcare: $32.8 Million
Consumer Defensive: $22.8 Million
Energy: $12.6 Million
Other: $16.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$91.7 Million 9.85% of portfolio
366,044
Q4 2024 Reduced 1.22%
$2.21T
$52.3 Million 5.61% of portfolio
238,207
Q4 2024 Reduced 0.55%
$3.04T
$44.5 Million 4.78% of portfolio
105,645
Q4 2024 Added 0.87%
$335B
$32.8 Million 3.52% of portfolio
244,291
Q4 2024 Added 1.74%
$1.54T
$24.9 Million 2.67% of portfolio
42,183
Q4 2024 Reduced 0.14%
$1.11T
$22.8 Million 2.44% of portfolio
119,480
Q4 2024 Added 1.14%
$775B
$19.5 Million 2.09% of portfolio
81,220
Q4 2024 Reduced 1.01%
$310B
$14 Million 1.5% of portfolio
41,755
Q4 2024 Reduced 0.58%
$623B
$12.8 Million 1.38% of portfolio
28,274
Q4 2024 Reduced 0.83%
$146B
$7.98 Million 0.86% of portfolio
107,759
Q4 2024 Reduced 0.29%
$307B
$7.93 Million 0.85% of portfolio
54,765
Q4 2024 Added 0.17%
$570B
$7.72 Million 0.83% of portfolio
24,440
Q4 2024 Reduced 0.09%
$16.2B
$7.4 Million 0.79% of portfolio
126,461
Q4 2024 Reduced 0.01%
$199B
$7.26 Million 0.78% of portfolio
95,942
Q4 2024 Reduced 0.72%
$1.07T
$6.77 Million 0.73% of portfolio
16,766
Q4 2024 Added 8.72%
$360B
$6.29 Million 0.68% of portfolio
143,123
Q4 2024 Reduced 0.59%
$452B
$5.87 Million 0.63% of portfolio
35,215
Q4 2024 Reduced 1.46%
$156B
$5.9 Million 0.63% of portfolio
97,881
Q4 2024 Reduced 1.57%
$357B
$4.92 Million 0.53% of portfolio
27,679
Q4 2024 Reduced 0.06%
$214B
$4.46 Million 0.48% of portfolio
7,792
Q4 2024 Reduced 0.51%
$199B
$4.31 Million 0.46% of portfolio
50,140
Q4 2024 Reduced 3.53%
$403B
$4.17 Million 0.45% of portfolio
24,857
Q4 2024 Reduced 0.18%
$0
$3.96 Million 0.43% of portfolio
215,856
Q4 2024 Added 7.57%
$239B
$3.94 Million 0.42% of portfolio
32,757
Q4 2024 Reduced 2.86%
$424B
$3.82 Million 0.41% of portfolio
26,442
Q4 2024 Reduced 1.56%
$236B
$3.67 Million 0.39% of portfolio
32,426
Q4 2024 Reduced 1.26%
$112B
$3.59 Million 0.39% of portfolio
20,832
Q4 2024 Reduced 0.96%
$1.07T
$3.66 Million 0.39% of portfolio
19,339
Q4 2024 Added 14.18%
$224B
$3.42 Million 0.37% of portfolio
11,809
Q4 2024 Reduced 2.73%
$227B
$3.05 Million 0.33% of portfolio
30,645
Q4 2024 Reduced 0.1%
$141B
$2.92 Million 0.31% of portfolio
24,133
Q4 2024 Added 1.5%
$190B
$2.69 Million 0.29% of portfolio
2,542
Q3 2024 Reduced 0.47%
$830B
$2.49 Million 0.27% of portfolio
3,221
Q4 2024 Added 6.8%
$436B
$2.46 Million 0.26% of portfolio
4,862
Q4 2024 Added 5.7%
$461B
$2.25 Million 0.24% of portfolio
20,876
Q4 2024 Added 2.07%
$128B
$2.17 Million 0.23% of portfolio
23,836
Q4 2024 Reduced 2.54%
$68.9B
$2.06 Million 0.22% of portfolio
4,381
Q4 2024 Reduced 2.6%
$394B
$2.04 Million 0.22% of portfolio
5,233
Q4 2024 Added 7.21%
$198B
$2 Million 0.21% of portfolio
17,973
Q4 2024 Reduced 18.1%
$628M
$1.95 Million 0.21% of portfolio
45,551
Q4 2024 Added 0.2%
$381B
$1.83 Million 0.2% of portfolio
21,576
Q4 2024 Reduced 1.43%
$148B
$1.72 Million 0.19% of portfolio
64,973
Q4 2024 Added 2.62%
$88.6B
$1.77 Million 0.19% of portfolio
29,553
Q4 2024 Reduced 4.34%
$181B
$1.73 Million 0.19% of portfolio
14,981
Q4 2024 Reduced 3.63%
$234B
$1.81 Million 0.19% of portfolio
8,229
Q4 2024 Added 2.76%
$119B
$1.69 Million 0.18% of portfolio
29,845
Q4 2024 Added 2.39%
$211B
$1.66 Million 0.18% of portfolio
10,911
Q4 2024 Reduced 2.09%
$88.6B
$1.63 Million 0.17% of portfolio
7,010
Q4 2024 Added 14.1%
$98.7B
$1.54 Million 0.17% of portfolio
29,501
Q4 2024 Reduced 0.88%

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $931 Million
  • Prior Value $882 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
Track This Portfolio

Track Means Investment Co., Inc. Portfolio

Follow Means Investment Co., Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Means Investment Co., Inc., based on Form 13F filings with the SEC.

News

Stay updated on Means Investment Co., Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email