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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.3B
$881,000 0.09% of portfolio
12,909
Q4 2024 Added 0.02%
$65.7B
$721,000 0.08% of portfolio
8,811
Q4 2024 Reduced 8.94%
$130B
$777,000 0.08% of portfolio
7,839
Q4 2024 Added 3.77%
$241B
$710,000 0.08% of portfolio
7,306
Q4 2024 Reduced 2.66%
$0
$733,000 0.08% of portfolio
1,786
Q4 2024 Added 0.11%
$0
$734,000 0.08% of portfolio
13,621
Q4 2024 Reduced 0.41%
$10.3B
$786,000 0.08% of portfolio
51,052
Q4 2024 Added 0.33%
$185B
$760,000 0.08% of portfolio
19,021
Q4 2024 Added 4.94%
$30.8B
$776,000 0.08% of portfolio
4,128
Q4 2024 Added 0.15%
$169B
$614,000 0.07% of portfolio
2,359
Q4 2024 Added 0.34%
$469B
$680,000 0.07% of portfolio
1
Q1 2021 Reduced 50.0%
$115B
$626,000 0.07% of portfolio
1,290
Q4 2024 Added 0.7%
$121B
$635,000 0.07% of portfolio
2,301
Q4 2024 Added 0.04%
$134B
$576,000 0.06% of portfolio
6,238
Q4 2024 Added 0.19%
$0
$532,000 0.06% of portfolio
22,976
Q4 2024 Added 197.31%
$60.4B
$529,000 0.06% of portfolio
4,651
Q4 2024 Reduced 0.39%
$42.2B
$573,000 0.06% of portfolio
6,190
Q4 2024 Added 0.02%
$0
$548,000 0.06% of portfolio
3,239
Q4 2024 Added 0.56%
$144B
$531,000 0.06% of portfolio
2,329
Q4 2024 Reduced 34.39%
$80.4B
$495,000 0.05% of portfolio
1,341
Q4 2024 Added 19.09%
$172B
$463,000 0.05% of portfolio
3,837
Q4 2024 Reduced 7.3%
$202B
$487,000 0.05% of portfolio
1,642
Q4 2024 Added 0.06%
$0
$420,000 0.05% of portfolio
18,480
Q4 2024 Added 12.32%
$162B
$446,000 0.05% of portfolio
11,909
Q4 2024 Reduced 0.78%
$17.7B
$454,000 0.05% of portfolio
12,214
Q4 2024 Added 13.09%
$402B
$423,000 0.05% of portfolio
462
Q4 2024 Reduced 1.91%
$0
$425,000 0.05% of portfolio
5,250
Q4 2024 New
$275B
$482,000 0.05% of portfolio
6,866
Q4 2024 Added 0.26%
$0
$463,000 0.05% of portfolio
6,810
Q4 2024 Added 0.27%
$0
$465,000 0.05% of portfolio
1,936
Q4 2024 Added 0.21%
$0
$428,000 0.05% of portfolio
17,134
Q4 2024 Reduced 28.66%
$37.1B
$446,000 0.05% of portfolio
5,772
Q3 2022 Added 200.0%
$0
$427,000 0.05% of portfolio
2,944
Q4 2024 Added 1.83%
$103B
$461,000 0.05% of portfolio
5,487
Q4 2024 Reduced 1.86%
$16.3B
$491,000 0.05% of portfolio
6,732
Q4 2024 Added 0.28%
$50.7B
$419,000 0.05% of portfolio
3,421
Q4 2024 Added 0.18%
$33.5B
$423,000 0.05% of portfolio
4,151
Q3 2024 Added 0.02%
$0
$365,000 0.04% of portfolio
2,007
Q4 2024 Added 2.98%
$0
$402,000 0.04% of portfolio
7,159
Q4 2024 Reduced 11.24%
$33.2B
$342,000 0.04% of portfolio
3,494
Q2 2024 Added 0.87%
$91.7B
$375,000 0.04% of portfolio
3,481
Q4 2024 Added 0.52%
$0
$416,000 0.04% of portfolio
1,790
Q4 2024 Added 1.88%
$6.1B
$338,000 0.04% of portfolio
10,008
Q4 2024 Reduced 8.29%
$9.6B
$397,000 0.04% of portfolio
42,626
Q4 2024 Added 0.02%
$33.3B
$330,000 0.04% of portfolio
21,301
Q4 2024 Reduced 1.02%
$0
$418,000 0.04% of portfolio
4,970
Q4 2024 Added 3.67%
$0
$337,000 0.04% of portfolio
3,482
Q4 2024 Added 0.26%
$0
$355,000 0.04% of portfolio
2,752
Q3 2024 Reduced 5.56%
$0
$417,000 0.04% of portfolio
5,534
Q4 2024 Added 20.33%

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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