Means Investment Co., Inc. Portfolio Holdings

Means Investment Co., Inc.

  • $1.04 Billion
  • Q2 2025

Means Investment Co., Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.04 Billion distributed in 195 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 $173M, Vanguard Ftse All World Ex Us with a value of $78.4M, Invesco Exchange Traded Fd Tr with a value of $70.9M, Apple Inc. with a value of $65.7M, and Microsoft Corp with a value of $50.1M.

Examining the 13F form we can see an increase of $127M in the current position value, from $917M to 1.04B.

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

Portfolio value $1.04 Billion
ETFs: $563 Million
Technology: $211 Million
Financial Services: $79.1 Million
Consumer Cyclical: $63.8 Million
Communication Services: $49.3 Million
Healthcare: $26.9 Million
Consumer Defensive: $23.9 Million
Energy: $11.9 Million
Other: $15.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$173 Million 16.54% of portfolio
303,973
Q2 2025 Added 3.22%
$0
$78.4 Million 7.51% of portfolio
1,166,389
Q2 2025 Added 2.71%
$0
$70.9 Million 6.79% of portfolio
1,360,928
Q2 2025 Added 7.36%
$3.85T
$65.7 Million 6.29% of portfolio
320,092
Q2 2025 Reduced 0.43%
$3.79T
$50.1 Million 4.8% of portfolio
100,649
Q2 2025 Added 0.42%
$428B
$43.4 Million 4.16% of portfolio
274,952
Q2 2025 Added 1.87%
$2.4T
$42.8 Million 4.1% of portfolio
195,247
Q2 2025 Reduced 0.42%
$0
$38.8 Million 3.72% of portfolio
106,000
Q2 2025 Reduced 3.76%
$0
$32.8 Million 3.14% of portfolio
360,258
Q2 2025 Added 3.64%
$0
$25.4 Million 2.43% of portfolio
319,053
Q2 2025 Added 5.32%
$0
$25.1 Million 2.4% of portfolio
605,108
Q2 2025 Added 3.17%
$1.65T
$23.2 Million 2.23% of portfolio
31,473
Q2 2025 Reduced 1.43%
$0
$21.4 Million 2.05% of portfolio
163,407
Q2 2025 Reduced 5.36%
$0
$19.2 Million 1.84% of portfolio
142,552
Q2 2025 Added 33.0%
$891B
$18.6 Million 1.78% of portfolio
64,023
Q2 2025 Added 1.13%
$1.42T
$16.7 Million 1.6% of portfolio
94,418
Q2 2025 Reduced 0.43%
$652B
$9.8 Million 0.94% of portfolio
20,165
Q2 2025 Added 1.86%
$0
$9.48 Million 0.91% of portfolio
181,043
Q2 2025 Added 6.02%
$19.4B
$9.29 Million 0.89% of portfolio
126,462
Q2 2025 Added 0.0%
$1.07T
$8.4 Million 0.8% of portfolio
26,452
Q2 2025 Added 14.57%
$0
$8.16 Million 0.78% of portfolio
14,409
Q2 2025 Reduced 1.82%
$601B
$7.38 Million 0.71% of portfolio
33,743
Q2 2025 Reduced 0.76%
$0
$6.42 Million 0.61% of portfolio
102,431
Q2 2025 Reduced 4.95%
$309B
$6.26 Million 0.6% of portfolio
43,747
Q2 2025 Added 4.45%
$574B
$6.16 Million 0.59% of portfolio
17,363
Q2 2025 Reduced 0.65%
$406B
$5.82 Million 0.56% of portfolio
122,908
Q2 2025 Reduced 2.25%
$0
$5.86 Million 0.56% of portfolio
43,957
Q2 2025 Reduced 4.27%
$250B
$5.82 Million 0.56% of portfolio
31,948
Q2 2025 Reduced 0.61%
$124B
$5.67 Million 0.54% of portfolio
20,555
Q2 2025 Added 18.4%
$244B
$5.65 Million 0.54% of portfolio
20,705
Q2 2025 Reduced 3.41%
$274B
$5.07 Million 0.49% of portfolio
51,899
Q2 2025 Added 0.06%
$377B
$4.98 Million 0.48% of portfolio
26,851
Q2 2025 Added 0.07%
$0
$4.66 Million 0.45% of portfolio
16,727
Q2 2025 Reduced 11.34%
$377B
$4.38 Million 0.42% of portfolio
27,484
Q2 2025 Added 15.75%
$182B
$4.1 Million 0.39% of portfolio
43,940
Q2 2025 Reduced 0.39%
$233B
$4.08 Million 0.39% of portfolio
29,962
Q2 2025 Reduced 0.66%
$177B
$4.09 Million 0.39% of portfolio
44,874
Q2 2025 Reduced 4.44%
$706B
$3.91 Million 0.37% of portfolio
5,021
Q2 2025 Added 4.02%
$256B
$3.53 Million 0.34% of portfolio
4,989
Q2 2025 Reduced 1.46%
$1.26T
$3.58 Million 0.34% of portfolio
20,300
Q2 2025 Reduced 1.8%
$467B
$3.57 Million 0.34% of portfolio
23,361
Q2 2025 Reduced 2.48%
$468B
$3.42 Million 0.33% of portfolio
31,733
Q2 2025 Reduced 0.4%
$233B
$2.82 Million 0.27% of portfolio
9,640
Q2 2025 Reduced 1.04%
$0
$2.86 Million 0.27% of portfolio
50,284
Q2 2025 Reduced 10.28%
$0
$2.72 Million 0.26% of portfolio
143,601
Q2 2025 Added 0.27%
$164B
$2.66 Million 0.25% of portfolio
21,507
Q2 2025 Reduced 1.58%
$0
$2.64 Million 0.25% of portfolio
9,918
Q2 2025 New
$222B
$2.46 Million 0.24% of portfolio
8,336
Q2 2025 Added 7.08%
$120B
$2.48 Million 0.24% of portfolio
16,594
Q2 2025 Added 0.47%

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $1.04 Billion
  • Prior Value $917 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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