Means Investment Co., Inc. Incresed Positions in Q2 2025

Means Investment Co., Inc.

  • $1.04 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
713
+ 6.2%
$32.84 - $36.72 $23.4K - $26.2K
12.2K $435K
XLB
Select Sector Spdr Fd Material

ETFs
25
+ 0.5%
$74.27 - $88.92 $1.86K - $2.22K
5.02K $440K
HD
Home Depot, Inc.

Consumer Cyclical
28
+ 0.6%
$335.24 - $380.78 $9.39K - $10.7K
4.68K $1.71M
MMM
3 M CO

Industrials
1
+ 0.06%
$126.09 - $154.15 $126 - $154
1.78K $270K
VLO
Valero Energy Corp

Energy
6
+ 0.18%
$104.69 - $141.77 $628 - $851
3.43K $461K
ILCV
Ishares Morningstar Value ETF

ETFs
15
+ 0.47%
$72.16 - $83.39 $1.08K - $1.25K
3.18K $265K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1
+ 0.06%
$109.83 - $131.67 $110 - $132
1.8K $228K
SO
Southern CO

Utilities
26
+ 0.26%
$84.91 - $92.56 $2.21K - $2.41K
9.88K $907K
J P Morgan Exchange Traded F
6.09K
+ 1.7%
N/A
364K $0
WM
Waste Management Inc

Industrials
1
+ 0.08%
$216.47 - $242.1 $216 - $242
1.25K $284K
DUK
Duke Energy Corp

Utilities
47
+ 1.52%
$112.46 - $124.05 $5.29K - $5.83K
3.14K $370K
HDV
Ishares Core High Dividend ETF

ETFs
23
+ 0.8%
$108.41 - $120.51 $2.49K - $2.77K
2.9K $339K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.17%
$138.36 - $161.45 $415 - $484
1.72K $255K
PSX
Phillips 66

Energy
3
+ 0.07%
$92.87 - $125.73 $279 - $377
4.34K $517K
PJP
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.18%
$74.59 - $84.45 $448 - $507
3.27K $261K
KMB
Kimberly Clark Corp

Consumer Defensive
9
+ 0.49%
$126.84 - $145.22 $1.14K - $1.31K
1.86K $239K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.1%
$212.1 - $244.27 $212 - $244
1.02K $223K
CB
Chubb LTD

Financial Services
1
+ 0.04%
$274.32 - $302.46 $274 - $302
2.3K $665K
WY
Weyerhaeuser CO

Real Estate
63
+ 0.62%
$24.69 - $29.48 $1.56K - $1.86K
10.2K $261K
LLY
Eli Lilly & CO

Healthcare
194
+ 4.02%
$713.71 - $898.95 $138K - $174K
5.02K $3.91M
PDI
Pimco Dynamic Income Fund

Financial Services
382
+ 0.27%
$17.02 - $19.87 $6.5K - $7.59K
144K $2.72M
MRK
Merck & Co., Inc.

Healthcare
21
+ 0.07%
$73.47 - $87.12 $1.54K - $1.83K
29.4K $2.33M
ABBV
Abb Vie Inc.

Healthcare
19
+ 0.07%
$170.16 - $206.27 $3.23K - $3.92K
26.9K $4.98M
CVX
Chevron Corp

Energy
1.86K
+ 4.45%
$133.73 - $168.51 $249K - $314K
43.7K $6.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
369
+ 1.86%
$483.48 - $539.8 $178K - $199K
20.2K $9.8M
Activity Summary
Buys All Purchases 88 New Holdings 12 Increased Positions 76 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 2 Puts 0
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