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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.75B
$1.21 Million 0.13% of portfolio
50,040
Q4 2024 Added 23.46%
$3.18B
$914,000 0.1% of portfolio
3,159
Q4 2024 Added 2.17%
$6.13B
$338,000 0.04% of portfolio
10,008
Q4 2024 Reduced 8.29%
$8.89B
$397,000 0.04% of portfolio
42,626
Q4 2024 Added 0.02%
$3.14B
$263,000 0.03% of portfolio
14,628
Q3 2024 Reduced 32.1%
$8.94B
$204,000 0.02% of portfolio
1,488
Q3 2024 New

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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