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 Market Cap. of $200 Billions or more
