Means Investment Co., Inc. Top Holdings and 13F Report (2025)

About Means Investment Co., Inc.

Investment Activity

Means Investment Co., Inc. has $960.68 million in total holdings as of December 31, 2024.
Means Investment Co., Inc. owns shares of 205 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 9.25% of the portfolio was purchased this quarter.
About 2.77% of the portfolio was sold this quarter.
This quarter, Means Investment Co., Inc. has purchased 191 new stocks and bought additional shares in 97 stocks.
Means Investment Co., Inc. sold shares of 81 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple: $91,664,863
Vanguard Mega Cap Growth ETF: $90,098,143
Vanguard S&P 500 ETF: $75,347,610
Vanguard Mega Cap Value ETF: $63,263,108
Amazon.com: $52,260,284

Largest New Holdings this Quarter

Real Estate Select Sector SPDR Fund: $18,207,869 Holding
LAM RESEARCH CORP: $9,584,984 Holding
Invesco S&P 500 Top 50 ETF: $5,181,593 Holding
BLACKROCK INC: $2,199,007 Holding
Hims & Hers Health: $1,209,975 Holding

Largest Purchases this Quarter

Real Estate Select Sector SPDR Fund: 447,698 shares (about $18.21M)
LAM RESEARCH CORP: 132,701 shares (about $9.58M)
Vanguard S&P 500 ETF: 14,421 shares (about $7.77M)
Invesco S&P 500 Top 50 ETF: 103,715 shares (about $5.18M)
Vanguard FTSE All-World ex-US ETF: 86,780 shares (about $4.98M)

Largest Sales this Quarter

Apple: 10,812 shares (about $2.71M)
Snowflake: 6,558 shares (about $1.01M)
Walt Disney: 6,171 shares (about $687.13K)
Boeing: 2,355 shares (about $416.73K)
iShares Core S&P Small-Cap ETF: 2,998 shares (about $345.43K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$91,664,863	$2,707,545 ▼	-2.9%	366,044	9.5%	Computer and Technology
MGK Vanguard Mega Cap Growth ETF	$90,098,143	$2,816,651 ▲	3.2%	262,363	9.4%	ETF
VOO Vanguard S&P 500 ETF	$75,347,610	$7,770,167 ▲	11.5%	139,841	7.8%	ETF
MGV Vanguard Mega Cap Value ETF	$63,263,108	$3,661,483 ▲	6.1%	506,470	6.6%	ETF
AMZN Amazon.com	$52,260,284	$107,501 ▼	-0.2%	238,207	5.4%	Retail/Wholesale
MSFT Microsoft	$44,529,197	$361,224 ▲	0.8%	105,645	4.6%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$43,736,231	$4,982,037 ▲	12.9%	761,823	4.6%	ETF
NVDA NVIDIA	$32,805,841	$2,581,054 ▲	8.5%	244,291	3.4%	Computer and Technology
META Meta Platforms	$24,698,821	$62,065 ▲	0.3%	42,183	2.6%	Computer and Technology
GOOG Alphabet	$22,753,703	$527,898 ▲	2.4%	119,480	2.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$19,469,219	$341,586 ▼	-1.7%	81,220	2.0%	Finance
XLRE Real Estate Select Sector SPDR Fund	$18,207,869	$18,207,869 ▲	New Holding	447,698	1.9%	ETF
J P MORGAN EXCHANGE TRADED F	$18,148,843	$2,687,220 ▲	17.4%	347,346	1.9%	ACTIVE BOND ETF
CRM Salesforce	$13,960,051	$352,052 ▲	2.6%	41,755	1.5%	Computer and Technology
AVUV Avantis U.S. Small Cap Value ETF	$13,499,277	$4,673,996 ▲	53.0%	139,845	1.4%	ETF
BRK.B Berkshire Hathaway	$12,815,993	$164,540 ▲	1.3%	28,274	1.3%	Finance
IMCB iShares Morningstar Mid-Cap ETF	$11,998,206	$2,070,368 ▲	20.9%	157,560	1.2%	ETF
XBI SPDR S&P Biotech ETF	$9,615,937	$164,899 ▲	1.7%	106,773	1.0%	ETF
LAM RESEARCH CORP	$9,584,984	$9,584,984 ▲	New Holding	132,701	1.0%	COM NEW
IHI iShares U.S. Medical Devices ETF	$8,833,329	$181,994 ▼	-2.0%	151,385	0.9%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$8,240,613	$169,733 ▼	-2.0%	14,468	0.9%	ETF
VYM Vanguard High Dividend Yield ETF	$8,116,839	$288,351 ▼	-3.4%	63,617	0.8%	ETF
SCHW Charles Schwab	$7,975,256	$336,228 ▲	4.4%	107,759	0.8%	Finance
CVX Chevron	$7,932,090	$49,390 ▼	-0.6%	54,765	0.8%	Oils/Energy
V Visa	$7,723,995	$6,321 ▲	0.1%	24,440	0.8%	Business Services
WRB W. R. Berkley	$7,400,494	$2,466,500 ▲	50.0%	126,461	0.8%	Finance
PALANTIR TECHNOLOGIES INC	$7,256,056	$779,363 ▲	12.0%	95,942	0.8%	CL A
TSLA Tesla	$6,770,913	$620,714 ▲	10.1%	16,766	0.7%	Auto/Tires/Trucks
XLV Health Care Select Sector SPDR Fund	$6,550,800	$1,961,883 ▲	42.8%	47,618	0.7%	ETF
BAC Bank of America	$6,290,274	$19,382 ▼	-0.3%	143,123	0.7%	Finance
WMT Walmart	$6,266,848	$11,023 ▲	0.2%	69,362	0.7%	Retail/Wholesale
UBER Uber Technologies	$5,904,162	$254,067 ▲	4.5%	97,881	0.6%	Computer and Technology
ORCL Oracle	$5,868,155	$6,666 ▼	-0.1%	35,215	0.6%	Computer and Technology
XLG Invesco S&P 500 Top 50 ETF	$5,181,593	$5,181,593 ▲	New Holding	103,715	0.5%	ETF
ABBV AbbVie	$4,918,646	$22,213 ▲	0.5%	27,679	0.5%	Medical
IJR iShares Core S&P Small-Cap ETF	$4,846,970	$345,430 ▼	-6.7%	42,067	0.5%	ETF
SMH VanEck Semiconductor ETF	$4,697,804	$927,985 ▲	24.6%	19,399	0.5%	Manufacturing
EMXC iShares MSCI Emerging Markets ex China ETF	$4,582,592	$47,354 ▲	1.0%	82,644	0.5%	Manufacturing
GS The Goldman Sachs Group	$4,461,576	$17,178 ▼	-0.4%	7,792	0.5%	Finance
NVO Novo Nordisk A/S	$4,313,017	$92,041 ▲	2.2%	50,140	0.4%	Medical
PG Procter & Gamble	$4,167,340	$13,580 ▼	-0.3%	24,857	0.4%	Consumer Staples
JEPI JPMorgan Equity Premium Income ETF	$4,023,864	$279,077 ▲	7.5%	69,944	0.4%	ETF
PDI PIMCO Dynamic Income Fund	$3,958,791	$362,104 ▲	10.1%	215,856	0.4%	Financial Services
PM Philip Morris International	$3,942,272	$260,315 ▼	-6.2%	32,757	0.4%	Consumer Staples
JNJ Johnson & Johnson	$3,823,999	$58,426 ▼	-1.5%	26,442	0.4%	Medical
ABT Abbott Laboratories	$3,667,713	$44,452 ▼	-1.2%	32,426	0.4%	Medical
GOOGL Alphabet	$3,660,922	$573,965 ▲	18.6%	19,339	0.4%	Computer and Technology
BX Blackstone	$3,591,772	$49,311 ▼	-1.4%	20,832	0.4%	Finance
MCD McDonald's	$3,423,376	$106,102 ▼	-3.0%	11,809	0.4%	Retail/Wholesale
MRK Merck & Co., Inc.	$3,048,538	$20,592 ▼	-0.7%	30,645	0.3%	Medical
TJX TJX Companies	$2,915,473	$11,960 ▲	0.4%	24,133	0.3%	Retail/Wholesale
NOW ServiceNow	$2,694,493	$12,720 ▼	-0.5%	2,542	0.3%	Computer and Technology
LLY Eli Lilly and Company	$2,486,899	$191,478 ▲	8.3%	3,221	0.3%	Medical
UNH UnitedHealth Group	$2,459,342	$117,858 ▲	5.0%	4,862	0.3%	Medical
SPY SPDR S&P 500 ETF Trust	$2,451,213	$70,336 ▼	-2.8%	4,182	0.3%	Finance
XOM Exxon Mobil	$2,245,585	$40,661 ▲	1.8%	20,876	0.2%	Oils/Energy
BLACKROCK INC	$2,199,007	$2,199,007 ▲	New Holding	2,145	0.2%	COM
SBUX Starbucks	$2,175,037	$60,134 ▼	-2.7%	23,836	0.2%	Retail/Wholesale
NOC Northrop Grumman	$2,055,869	$106,055 ▼	-4.9%	4,381	0.2%	Aerospace
HD Home Depot	$2,035,738	$145,104 ▲	7.7%	5,233	0.2%	Retail/Wholesale
DIS Walt Disney	$2,001,276	$687,135 ▼	-25.6%	17,973	0.2%	Consumer Discretionary
CAC Camden National	$1,946,839	$70,008 ▼	-3.5%	45,551	0.2%	Finance
BABA Alibaba Group	$1,829,436	$68,341 ▼	-3.6%	21,576	0.2%	Retail/Wholesale
IBM International Business Machines	$1,809,045	$76,064 ▲	4.4%	8,229	0.2%	Computer and Technology
MDLZ Mondelez International	$1,765,183	$247,996 ▼	-12.3%	29,553	0.2%	Consumer Staples
RTX RTX	$1,733,642	$46,983 ▼	-2.6%	14,981	0.2%	Aerospace
VT Vanguard Total World Stock ETF	$1,728,493	$71,663 ▼	-4.0%	14,713	0.2%	ETF
PFE Pfizer	$1,723,744	$626,112 ▲	57.0%	64,973	0.2%	Medical
BMY Bristol-Myers Squibb	$1,688,048	$152,770 ▼	-8.3%	29,845	0.2%	Medical
PEP PepsiCo	$1,659,190	$20,985 ▼	-1.2%	10,911	0.2%	Consumer Staples
AVGO Broadcom	$1,625,295	$1,515,628 ▲	1,382.0%	7,010	0.2%	Computer and Technology
MO Altria Group	$1,542,597	$36,446 ▼	-2.3%	29,501	0.2%	Consumer Staples
SHOP Shopify	$1,507,237	$8,932 ▼	-0.6%	14,175	0.2%	Computer and Technology
NEE NextEra Energy	$1,504,895	$17,635 ▼	-1.2%	20,992	0.2%	Utilities
CSCO Cisco Systems	$1,498,888	$15,214 ▲	1.0%	25,319	0.2%	Computer and Technology
NFLX Netflix	$1,443,036	$106,066 ▼	-6.8%	1,619	0.2%	Consumer Discretionary
PRU Prudential Financial	$1,414,598	$43,262 ▼	-3.0%	11,935	0.1%	Finance
CRWD CrowdStrike	$1,411,325	$749,970 ▲	113.4%	4,125	0.1%	Computer and Technology
IDXX IDEXX Laboratories	$1,378,403	$30,594 ▼	-2.2%	3,334	0.1%	Medical
IVV iShares Core S&P 500 ETF	$1,369,712	$100,065 ▲	7.9%	2,327	0.1%	ETF
IBB iShares Biotechnology ETF	$1,364,376	$102,725 ▲	8.1%	10,320	0.1%	Finance
DE Deere & Company	$1,335,599	$18,644 ▲	1.4%	3,152	0.1%	Industrial Products
XHB SPDR S&P Homebuilders ETF	$1,274,229	$25,497 ▼	-2.0%	12,194	0.1%	ETF
NKE NIKE	$1,270,469	$252,505 ▼	-16.6%	16,790	0.1%	Consumer Discretionary
HIMS Hims & Hers Health	$1,209,975	$1,209,975 ▲	New Holding	50,040	0.1%	Medical
QQQ Invesco QQQ	$1,197,676	$40,383 ▼	-3.3%	2,343	0.1%	Finance
ADBE Adobe	$1,178,847	$1,334 ▲	0.1%	2,651	0.1%	Computer and Technology
KO Coca-Cola	$1,175,732	$60,642 ▲	5.4%	18,884	0.1%	Consumer Staples
SO Southern	$1,151,736	$1,811 ▼	-0.2%	13,991	0.1%	Utilities
PANW Palo Alto Networks	$1,102,450	$542,946 ▲	97.0%	6,059	0.1%	Computer and Technology
NUE Nucor	$1,102,089	$233 ▲	0.0%	9,443	0.1%	Basic Materials
QCOM QUALCOMM	$1,096,943	$69,125 ▲	6.7%	7,141	0.1%	Computer and Technology
ETN Eaton	$1,079,376	$42,817 ▲	4.1%	3,252	0.1%	Industrial Products
XHE SPDR S&P Health Care Equipment ETF	$1,033,099	$5,045 ▲	0.5%	11,672	0.1%	ETF
SNOW Snowflake	$1,014,600	$1,012,593 ▼	-50.0%	6,571	0.1%	Computer and Technology
CAT Caterpillar	$982,755	$105,204 ▼	-9.7%	2,709	0.1%	Industrial Products
MA Mastercard	$965,627	$113,201 ▲	13.3%	1,834	0.1%	Business Services
XLF Financial Select Sector SPDR Fund	$960,068	$423,271 ▲	78.9%	19,865	0.1%	ETF
FDN First Trust Dow Jones Internet Index Fund	$950,802	$14,347 ▼	-1.5%	3,910	0.1%	ETF
MSTR MicroStrategy	$914,829	$829,109 ▲	967.2%	3,159	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Means Investment Co., Inc. Top Holdings and 13F Report (2025)

About Means Investment Co., Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Means Investment Co., Inc. Top Holdings and 13F Report (2025)

About Means Investment Co., Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeans Investment Co., Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools