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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$771B
$2.49 Million 0.27% of portfolio
3,221
Q4 2024 Added 6.8%
$507B
$2.46 Million 0.26% of portfolio
4,862
Q4 2024 Added 5.7%
$0
$2.45 Million 0.26% of portfolio
4,182
Q4 2024 Reduced 0.29%
$445B
$2.25 Million 0.24% of portfolio
20,876
Q4 2024 Added 2.07%
$124B
$2.17 Million 0.23% of portfolio
23,836
Q4 2024 Reduced 2.54%
$75B
$2.06 Million 0.22% of portfolio
4,381
Q4 2024 Reduced 2.6%
$422B
$2.04 Million 0.22% of portfolio
5,233
Q4 2024 Added 7.21%
$206B
$2 Million 0.21% of portfolio
17,973
Q4 2024 Reduced 18.1%
$661M
$1.95 Million 0.21% of portfolio
45,551
Q4 2024 Added 0.2%
$262B
$1.83 Million 0.2% of portfolio
21,576
Q4 2024 Reduced 1.43%
$149B
$1.72 Million 0.19% of portfolio
64,973
Q4 2024 Added 2.62%
$79.5B
$1.77 Million 0.19% of portfolio
29,553
Q4 2024 Reduced 4.34%
$190B
$1.73 Million 0.19% of portfolio
14,981
Q4 2024 Reduced 3.63%
$229B
$1.81 Million 0.19% of portfolio
8,229
Q4 2024 Added 2.76%
$0
$1.73 Million 0.19% of portfolio
14,713
Q4 2024 Reduced 1.99%
$125B
$1.69 Million 0.18% of portfolio
29,845
Q4 2024 Added 2.39%
$89.6B
$1.63 Million 0.17% of portfolio
7,010
Q4 2024 Added 14.1%
$93.6B
$1.54 Million 0.17% of portfolio
29,501
Q4 2024 Reduced 0.88%
$435B
$1.44 Million 0.16% of portfolio
1,619
Q4 2024 Reduced 5.76%
$141B
$1.5 Million 0.16% of portfolio
20,992
Q4 2024 Reduced 0.67%
$139B
$1.51 Million 0.16% of portfolio
14,175
Q3 2024 Reduced 0.59%
$249B
$1.5 Million 0.16% of portfolio
25,319
Q4 2024 Added 1.62%
$85.5B
$1.41 Million 0.15% of portfolio
4,125
Q4 2024 Added 7.98%
$44.9B
$1.41 Million 0.15% of portfolio
11,935
Q4 2024 Reduced 0.84%
$0
$1.37 Million 0.15% of portfolio
2,327
Q4 2024 Added 0.04%
$0
$1.36 Million 0.15% of portfolio
10,320
Q4 2024 Added 9.72%
$35.1B
$1.38 Million 0.15% of portfolio
3,334
Q4 2024 Reduced 1.33%
$96.9B
$1.27 Million 0.14% of portfolio
16,790
Q4 2024 Reduced 10.44%
$144B
$1.34 Million 0.14% of portfolio
3,152
Q4 2024 Reduced 0.16%
$0
$1.27 Million 0.14% of portfolio
12,194
Q4 2024 Added 0.04%
$203B
$1.18 Million 0.13% of portfolio
2,651
Q4 2024 Reduced 0.45%
$275B
$1.18 Million 0.13% of portfolio
18,884
Q4 2024 Added 4.95%
$0
$1.2 Million 0.13% of portfolio
2,343
Q4 2024 Reduced 3.86%
$7.41B
$1.21 Million 0.13% of portfolio
50,040
Q4 2024 Added 23.46%
$194B
$1.1 Million 0.12% of portfolio
7,141
Q4 2024 Added 5.37%
$55.2B
$1.1 Million 0.12% of portfolio
6,059
Q4 2024 Added 108.0%
$91.4B
$1.15 Million 0.12% of portfolio
13,991
Q4 2024 Added 2.77%
$33B
$1.1 Million 0.12% of portfolio
9,443
Q4 2024 Added 0.01%
$130B
$1.08 Million 0.12% of portfolio
3,252
Q4 2024 Added 0.06%
$196B
$982,000 0.11% of portfolio
2,709
Q4 2024 Reduced 12.05%
$0
$1.03 Million 0.11% of portfolio
11,672
Q3 2024 Added 0.49%
$58.1B
$1.01 Million 0.11% of portfolio
6,571
Q4 2024 Reduced 48.78%
$476M
$912,000 0.1% of portfolio
29,842
Q4 2024 Reduced 0.76%
$3.13B
$914,000 0.1% of portfolio
3,159
Q4 2024 Added 2.17%
$0
$950,000 0.1% of portfolio
3,910
Q4 2024 Reduced 0.53%
$530B
$965,000 0.1% of portfolio
1,834
Q4 2024 Added 11.35%
$161B
$913,000 0.1% of portfolio
3,700
Q4 2024 Reduced 1.88%
$0
$960,000 0.1% of portfolio
19,865
Q4 2024 Added 78.8%
$0
$878,000 0.09% of portfolio
15,575
Q4 2024 Added 10.56%

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
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