Means Investment Co., Inc. Portfolio Holdings
Means Investment Co., Inc.
- $917 Million
- Q1 2025
Means Investment Co., Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $917 Million distributed in 192 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 $151M, Apple Inc. with a value of $71.4M, Vanguard Ftse All World Ex Us with a value of $68.9M, Invesco Exchange Traded Fd Tr with a value of $58.3M, and Microsoft Corp with a value of $37.6M.
Examining the 13F form we can see an decrease of $14.2M in the current position value, from $931M to 917M.
Below you can find more details about Means Investment Co., Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$917 Million
ETFs: $490 Million
Technology: $175 Million
Financial Services: $71.9 Million
Consumer Cyclical: $57.2 Million
Communication Services: $41.1 Million
Healthcare: $31.7 Million
Consumer Defensive: $22.1 Million
Energy: $13.1 Million
Other: $14.5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 192
- Current Value $917 Million
- Prior Value $931 Million
- Filing
- Period Q1 2025
- Filing Date April 21, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 4 stocks
- Additional Purchases 42 stocks
- Sold out of 0 stocks
- Reduced holdings in 133 stocks