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
$0
$757,000 0.07% of portfolio
1,729
Q2 2025 Added 1.05%
$429B
$728,000 0.07% of portfolio
1
Q1 2021 Reduced 50.0%
$0
$732,000 0.07% of portfolio
13,470
Q2 2025 Reduced 6.0%
$150B
$669,000 0.06% of portfolio
6,035
Q2 2025 Added 6.04%
$0
$645,000 0.06% of portfolio
2,398
Q2 2025 Reduced 1.88%
$38.6B
$608,000 0.06% of portfolio
6,141
Q1 2025 Reduced 0.79%
$0
$603,000 0.06% of portfolio
7,273
Q2 2025 Reduced 86.19%
$0
$654,000 0.06% of portfolio
12,836
Q2 2025 Added 0.1%
$148B
$617,000 0.06% of portfolio
2,785
Q2 2025 Reduced 7.41%
$113B
$628,000 0.06% of portfolio
7,008
Q2 2025 Reduced 0.99%
$176B
$609,000 0.06% of portfolio
21,073
Q2 2025 Added 68.61%
$115B
$665,000 0.06% of portfolio
2,298
Q2 2025 Added 0.04%
$160B
$640,000 0.06% of portfolio
2,295
Q2 2025 Reduced 1.8%
$243B
$594,000 0.06% of portfolio
4,823
Q2 2025 Reduced 0.02%
$10.4B
$489,000 0.05% of portfolio
42,626
Q4 2024 Added 0.02%
$65.5B
$517,000 0.05% of portfolio
4,336
Q2 2025 Added 0.07%
$330B
$566,000 0.05% of portfolio
7,067
Q2 2025 Added 2.66%
$13.7B
$538,000 0.05% of portfolio
12,563
Q2 2025 Reduced 0.09%
$129B
$501,000 0.05% of portfolio
1,082
Q2 2025 Reduced 1.19%
$135B
$493,000 0.05% of portfolio
2,147
Q2 2025 Reduced 6.94%
$0
$564,000 0.05% of portfolio
3,195
Q2 2025 Added 2.67%
$42B
$516,000 0.05% of portfolio
5,772
Q3 2022 Added 200.0%
$0
$369,000 0.04% of portfolio
4,601
Q2 2025 Added 0.07%
$270B
$380,000 0.04% of portfolio
1,193
Q2 2025 Added 0.08%
$0
$440,000 0.04% of portfolio
5,018
Q2 2025 Added 0.5%
$75.7B
$420,000 0.04% of portfolio
12,889
Q2 2025 New
$0
$454,000 0.04% of portfolio
18,597
Q2 2025 Reduced 19.06%
$22.5B
$460,000 0.04% of portfolio
4,151
Q3 2024 Added 0.02%
$0
$424,000 0.04% of portfolio
19,726
Q2 2025 Added 14.89%
$112B
$371,000 0.04% of portfolio
5,387
Q2 2025 Reduced 66.36%
$14.7B
$461,000 0.04% of portfolio
5,719
Q2 2025 Added 4.71%
$65.4B
$461,000 0.04% of portfolio
3,433
Q2 2025 Added 0.18%
$63.7B
$453,000 0.04% of portfolio
5,638
Q2 2025 Reduced 29.05%
$0
$431,000 0.04% of portfolio
2,285
Q1 2025 Reduced 22.38%
$0
$399,000 0.04% of portfolio
3,233
Q2 2025 Added 0.06%
$95.7B
$370,000 0.04% of portfolio
3,143
Q2 2025 Added 1.52%
$0
$366,000 0.04% of portfolio
2,012
Q1 2025 Added 0.25%
$403B
$446,000 0.04% of portfolio
451
Q2 2025 Added 0.89%
$123B
$435,000 0.04% of portfolio
12,204
Q2 2025 Added 6.2%
$0
$399,000 0.04% of portfolio
4,921
Q2 2025 Reduced 3.79%
$104B
$468,000 0.04% of portfolio
1,071
Q2 2025 Reduced 18.86%
$149B
$261,000 0.03% of portfolio
3,561
Q2 2025 Added 0.39%
$63B
$320,000 0.03% of portfolio
1,199
Q1 2025 Added 0.08%
$17B
$261,000 0.03% of portfolio
10,196
Q2 2025 Added 0.62%
$74.6B
$281,000 0.03% of portfolio
852
Q2 2025 Reduced 6.17%
$0
$353,000 0.03% of portfolio
1,493
Q2 2025 Added 2.97%
$0
$349,000 0.03% of portfolio
1,380
Q2 2025 Reduced 1.15%
$42.4B
$364,000 0.03% of portfolio
3,430
Q1 2025 Reduced 1.83%
$82B
$284,000 0.03% of portfolio
1,245
Q2 2025 Added 0.08%

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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