Means Investment Co., Inc. Portfolio Holdings

Means Investment Co., Inc.

  • $1.04 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$218B
$2.33 Million 0.22% of portfolio
29,396
Q2 2025 Added 0.07%
$0
$2.05 Million 0.2% of portfolio
3,311
Q1 2025 Reduced 20.83%
$0
$2.1 Million 0.2% of portfolio
19,210
Q2 2025 Reduced 5.5%
$186B
$2.04 Million 0.2% of portfolio
1,988
Q1 2025 Reduced 21.79%
$262B
$2.13 Million 0.2% of portfolio
14,559
Q2 2025 Reduced 1.13%
$526B
$2.03 Million 0.19% of portfolio
3,612
Q2 2025 Added 4.51%
$117B
$1.9 Million 0.18% of portfolio
3,730
Q2 2025 Reduced 0.8%
$451B
$1.92 Million 0.18% of portfolio
16,930
Q2 2025 Reduced 4.2%
$498B
$1.89 Million 0.18% of portfolio
1,410
Q2 2025 Added 5.86%
$92.8B
$1.82 Million 0.17% of portfolio
19,810
Q2 2025 Reduced 0.04%
$565M
$1.8 Million 0.17% of portfolio
44,434
Q2 2025 Reduced 0.86%
$205B
$1.64 Million 0.16% of portfolio
13,251
Q2 2025 Reduced 12.4%
$8.76B
$1.69 Million 0.16% of portfolio
33,958
Q2 2025 Reduced 10.23%
$389B
$1.71 Million 0.16% of portfolio
4,676
Q2 2025 Added 0.6%
$207B
$1.61 Million 0.15% of portfolio
13,936
Q2 2025 Reduced 1.88%
$2.71B
$1.55 Million 0.15% of portfolio
71,425
Q2 2025 New
$31.8B
$1.51 Million 0.15% of portfolio
7,807
Q2 2025 Added 0.09%
$201B
$1.53 Million 0.15% of portfolio
11,590
Q2 2025 Reduced 3.74%
$300B
$1.46 Million 0.14% of portfolio
21,065
Q2 2025 Reduced 1.33%
$78.8B
$1.41 Million 0.14% of portfolio
20,920
Q2 2025 Reduced 6.96%
$0
$1.45 Million 0.14% of portfolio
2,624
Q2 2025 Added 32.79%
$0
$1.42 Million 0.14% of portfolio
2,292
Q2 2025 Added 2.46%
$319B
$1.35 Million 0.13% of portfolio
4,321
Q2 2025 Reduced 31.59%
$160B
$1.38 Million 0.13% of portfolio
19,891
Q2 2025 Reduced 1.86%
$139B
$1.36 Million 0.13% of portfolio
2,675
Q2 2025 Reduced 4.05%
$0
$1.38 Million 0.13% of portfolio
21,828
Q2 2025 Reduced 11.88%
$2.52B
$1.29 Million 0.12% of portfolio
3,190
Q2 2025 Added 0.38%
$298B
$1.23 Million 0.12% of portfolio
17,370
Q2 2025 Reduced 0.08%
$38.6B
$1.25 Million 0.12% of portfolio
9,646
Q2 2025 Added 2.14%
$65.9B
$1.17 Million 0.11% of portfolio
5,740
Q2 2025 Reduced 1.2%
$152B
$1.13 Million 0.11% of portfolio
3,164
Q2 2025 Added 0.96%
$52.4B
$1.12 Million 0.11% of portfolio
2,080
Q2 2025 Reduced 1.93%
$89.8B
$1.1 Million 0.11% of portfolio
2,207
Q2 2025 Reduced 5.64%
$0
$1.03 Million 0.1% of portfolio
8,030
Q2 2025 Reduced 6.65%
$158B
$1.01 Million 0.1% of portfolio
2,620
Q2 2025 Reduced 1.17%
$98B
$1.05 Million 0.1% of portfolio
22,596
Q2 2025 Reduced 10.71%
$102B
$907,000 0.09% of portfolio
9,878
Q2 2025 Added 0.26%
$203B
$898,000 0.09% of portfolio
5,644
Q2 2025 Reduced 0.32%
$0
$932,000 0.09% of portfolio
9,456
Q2 2025 Reduced 0.7%
$49.7B
$923,000 0.09% of portfolio
12,617
Q1 2025 Reduced 2.26%
$88B
$897,000 0.09% of portfolio
4,012
Q2 2025 Reduced 14.24%
$23.7B
$985,000 0.09% of portfolio
54,138
Q2 2025 Added 12.0%
$266B
$860,000 0.08% of portfolio
7,112
Q2 2025 Added 0.65%
$167B
$864,000 0.08% of portfolio
19,973
Q2 2025 Added 9.69%
$103B
$819,000 0.08% of portfolio
11,879
Q2 2025 Added 184.39%
$305B
$881,000 0.08% of portfolio
2,271
Q2 2025 Reduced 0.92%
$0
$832,000 0.08% of portfolio
6,583
Q2 2025 Reduced 29.39%
$438M
$783,000 0.08% of portfolio
26,138
Q2 2025 Added 0.19%
$38.7B
$685,000 0.07% of portfolio
6,378
Q2 2025 Reduced 11.0%

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $1.04 Billion
  • Prior Value $917 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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