Means Investment Co., Inc. Portfolio Holdings
Means Investment Co., Inc.
- $1.12 Billion
- Q3 2025
Means Investment Co., Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.12 Billion distributed in 190 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $192M, Vanguard Ftse All World Ex Us with a value of $88.2M, Invesco Exchange Traded Fd Tr with a value of $80.3M, Apple Inc. with a value of $77.3M, and Microsoft Corp with a value of $51.6M.
Examining the 13F form we can see an increase of $78.2M in the current position value, from $1.04B to 1.12B.
Below you can find more details about Means Investment Co., Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.12 Billion
ETFs: $602 Million
Technology: $235 Million
Financial Services: $83.1 Million
Consumer Cyclical: $67.4 Million
Communication Services: $55.1 Million
Healthcare: $26.9 Million
Consumer Defensive: $22.4 Million
Energy: $13.9 Million
Other: $16.4 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 190
- Current Value $1.12 Billion
- Prior Value $1.04 Billion
- Filing
- Period Q3 2025
- Filing Date November 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 6 stocks
- Additional Purchases 61 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks