Means Investment Co., Inc. Portfolio Holdings
Means Investment Co., Inc.
- $882 Million
- Q3 2024
Means Investment Co., Inc. has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $882 Million distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $86.3M, Vanguard Mega Cap Growth ETF with a value of $85.2M, Vanguard Index Fds S&P 500 ETF with a value of $67.9M, Vanguard Mega Cap Value with a value of $65.1M, and Vanguard Ftse All World Ex Us with a value of $45.2M.
Examining the 13F form we can see an increase of $61.3M in the current position value, from $821M to 882M.
Below you can find more details about Means Investment Co., Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$882 Million
ETFs: $372 Million
Technology: $217 Million
Financial Services: $83.2 Million
Consumer Cyclical: $65.5 Million
Communication Services: $51.9 Million
Healthcare: $37.5 Million
Consumer Defensive: $23.3 Million
Energy: $13.2 Million
Other: $19.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 205
- Current Value $882 Million
- Prior Value $821 Million
- Filing
- Period Q3 2024
- Filing Date October 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 13 stocks
- Additional Purchases 109 stocks
- Sold out of 0 stocks
- Reduced holdings in 67 stocks