Means-Investment-Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GRAB",
  "INMD",
  "SNOW",
  "MU",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  "GOOGL",
  null,
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "WRB",
  null,
  "DUK",
  "PDI",
  null,
  "GILD",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "EMXC",
  "INGR",
  "META",
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  "MPC",
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "NDAQ",
  "HIG",
  "NVS",
  null,
  "BX",
  "IJR",
  "ORCL",
  "NOC",
  null,
  "PANW",
  "PEP",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "MSTR",
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RTX",
  null,
  null,
  "IBM",
  "SBUX",
  "CI",
  "TXN",
  "TD",
  "TJX",
  "TRV",
  "UBER",
  "UNM",
  "MET",
  "SCHW",
  "VIG",
  null,
  "XLB",
  "WY",
  null,
  null,
  null,
  null,
  "VYM",
  "TT",
  "AFL",
  "AMD",
  "WM",
  null,
  "IDXX",
  "NVO",
  "AMZN",
  null,
  "DKS",
  "HIMS",
  null,
  "DKNG",
  "VEU",
  "VUG",
  "VLO",
  "MGK",
  "MGV",
  "BND",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBA",
  "WFC",
  null,
  "YUM",
  "ZETA",
  "FNLC",
  "MTB",
  "SOFI",
  null,
  "SO",
  "OTIS",
  "PSX",
  "CRM",
  "SYY",
  null,
  null,
  null,
  "IXUS",
  "NUE",
  null,
  null,
  "KMB",
  "BAC",
  null,
  "BHB",
  "BK",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CAC",
  "CARR",
  "CVX",
  "LNG",
  "CHTR",
  "CB",
  "CSCO",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "CRWD",
  "CVS",
  "DHR",
  "DE",
  "EFA",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  null,
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 191
Total Value: 941668698
Accession Number: 0000701516-25-000002
Form Type: 13F-HR
CIK: means-investment-co
Manager Name: Means-Investment-Co

Data Enrichment

83% identified

158 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

191 positions • $941.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:294.5K

Value:$151.3M

% of Portfolio:16.1% ($151.3M/$941.7M)

Apple Inc.

AAPL|037833100

Shares:321.5K

Value:$71.4M

% of Portfolio:7.6% ($71.4M/$941.7M)

922042775

VEU|922042775

Shares:1.1M

Value:$68.9M

% of Portfolio:7.3% ($68.9M/$941.7M)

46137V233

Shares:1.3M

Value:$58.3M

% of Portfolio:6.2% ($58.3M/$941.7M)

MICROSOFT CORP

MSFT|594918104

Shares:100.2K

Value:$37.6M

% of Portfolio:4.0% ($37.6M/$941.7M)

AMAZON COM INC

AMZN|023135106

Shares:196.1K

Value:$37.3M

% of Portfolio:4.0% ($37.3M/$941.7M)

921910816

MGK|921910816

Shares:110.1K

Value:$34.0M

% of Portfolio:3.6% ($34.0M/$941.7M)

025072877

Shares:347.6K

Value:$30.3M

% of Portfolio:3.2% ($30.3M/$941.7M)

NVIDIA CORP

NVDA|67066G104

Shares:269.9K

Value:$29.3M

% of Portfolio:3.1% ($29.3M/$941.7M)

81369Y860

Shares:586.5K

Value:$24.5M

% of Portfolio:2.6% ($24.5M/$941.7M)

464288208

Shares:302.9K

Value:$22.4M

% of Portfolio:2.4% ($22.4M/$941.7M)

921910840

MGV|921910840

Shares:172.7K

Value:$22.2M

% of Portfolio:2.4% ($22.2M/$941.7M)

46654Q716

Shares:358.0K

Value:$19.2M

% of Portfolio:2.0% ($19.2M/$941.7M)

Meta Platforms, Inc.

META|30303M102

Shares:31.9K

Value:$18.4M

% of Portfolio:2.0% ($18.4M/$941.7M)

81369Y209

Shares:107.2K

Value:$15.6M

% of Portfolio:1.7% ($15.6M/$941.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:63.3K

Value:$15.5M

% of Portfolio:1.6% ($15.5M/$941.7M)

Alphabet Inc.

GOOG|02079K107

Shares:94.8K

Value:$14.8M

% of Portfolio:1.6% ($14.8M/$941.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:19.8K

Value:$10.5M

% of Portfolio:1.1% ($10.5M/$941.7M)

BERKLEY W R CORP

WRB|084423102

Shares:126.5K

Value:$9.0M

% of Portfolio:1.0% ($9.0M/$941.7M)

81369Y605

Shares:170.8K

Value:$8.5M

% of Portfolio:0.9% ($8.5M/$941.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	294.5K	QoQ +110.59% (+154.7K) YoY +152.20% (+177.7K)	All Managers (Combined)	$151.3M	16.1% ($151.3M/$941.7M)	QoQ +100.86% (+$76.0M) YoY +169.62% (+$95.2M)
Apple Inc.(AAPLcusip037833100)	321.5K	QoQ -12.17% (-44.6K) YoY -16.08% (-61.6K)	All Managers (Combined)	$71.4M	7.6% ($71.4M/$941.7M)	QoQ -22.09% (-$20.3M) YoY +8.70% (-$5.7M)
(VEUcusip922042775)	1.1M	QoQ +49.07% (+373.8K) YoY +94.34% (+551.3K)	All Managers (Combined)	$68.9M	7.3% ($68.9M/$941.7M)	QoQ +57.50% (+$25.2M) YoY +101.00% (+$34.6M)
(cusip46137V233)✕	1.3M	QoQ +1122.26% (+1.2M) YoY NEW(+1.3M)	All Managers (Combined)	$58.3M	6.2% ($58.3M/$941.7M)	QoQ +1025.87% (+$53.2M) YoY NEW(+$58.3M)
MICROSOFT CORP(MSFTcusip594918104)	100.2K	QoQ -5.13% (-5.4K) YoY -5.84% (-6.2K)	All Managers (Combined)	$37.6M	4.0% ($37.6M/$941.7M)	QoQ -15.50% (-$6.9M) YoY -15.99% (-$7.2M)
AMAZON COM INC(AMZNcusip023135106)	196.1K	QoQ -17.69% (-42.1K) YoY -17.03% (-40.3K)	All Managers (Combined)	$37.3M	4.0% ($37.3M/$941.7M)	QoQ -28.62% (-$15.0M) YoY -12.48% (-$5.3M)
(MGKcusip921910816)	110.1K	QoQ -58.01% (-152.2K) YoY -54.99% (-134.6K)	All Managers (Combined)	$34.0M	3.6% ($34.0M/$941.7M)	QoQ -62.23% (-$56.1M) YoY -51.50% (-$36.1M)
(cusip025072877)✕	347.6K	QoQ +148.56% (+207.8K) YoY +15578.89% (+345.4K)	All Managers (Combined)	$30.3M	3.2% ($30.3M/$941.7M)	QoQ +124.45% (+$16.8M) YoY +14483.11% (+$30.1M)
NVIDIA CORP(NVDAcusip67066G104)	269.9K	QoQ +10.48% (-25.6K) YoY +1138.28% (+248.1K)	All Managers (Combined)	$29.3M	3.1% ($29.3M/$941.7M)	QoQ -10.83% (-$3.6M) YoY +48.52% (+$9.6M)
(cusip81369Y860)✕	586.5K	QoQ +31.01% (+138.8K) YoY NEW(+586.5K)	All Managers (Combined)	$24.5M	2.6% ($24.5M/$941.7M)	QoQ +34.81% (+$6.3M) YoY NEW(+$24.5M)
(cusip464288208)✕	302.9K	QoQ +92.26% (+145.4K) YoY +155.24% (+184.2K)	All Managers (Combined)	$22.4M	2.4% ($22.4M/$941.7M)	QoQ +87.04% (+$10.4M) YoY +159.63% (+$13.8M)
(MGVcusip921910840)	172.7K	QoQ -65.90% (-333.8K) YoY -61.10% (-271.3K)	All Managers (Combined)	$22.2M	2.4% ($22.2M/$941.7M)	QoQ -64.83% (-$41.0M) YoY -58.07% (-$30.8M)
(cusip46654Q716)✕	358.0K	QoQ +3.07% (+10.7K) YoY NEW(+358.0K)	All Managers (Combined)	$19.2M	2.0% ($19.2M/$941.7M)	QoQ +5.58% (+$1.0M) YoY NEW(+$19.2M)
Meta Platforms, Inc.(METAcusip30303M102)	31.9K	QoQ -24.31% (-10.3K) YoY -24.83% (-10.6K)	All Managers (Combined)	$18.4M	2.0% ($18.4M/$941.7M)	QoQ -25.49% (-$6.3M) YoY -10.78% (-$2.2M)
(cusip81369Y209)✕	107.2K	QoQ +125.08% (+59.6K) YoY +393.62% (+85.5K)	All Managers (Combined)	$15.6M	1.7% ($15.6M/$941.7M)	QoQ +138.89% (+$9.1M) YoY +387.88% (+$12.4M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	63.3K	QoQ -22.05% (-17.9K) YoY -23.12% (-19.0K)	All Managers (Combined)	$15.5M	1.6% ($15.5M/$941.7M)	QoQ -20.23% (-$3.9M) YoY -5.84% (-$964.9K)
Alphabet Inc.(GOOGcusip02079K107)	94.8K	QoQ -20.63% (-24.7K) YoY -18.11% (-21.0K)	All Managers (Combined)	$14.8M	1.6% ($14.8M/$941.7M)	QoQ -34.89% (-$7.9M) YoY -15.97% (-$2.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	19.8K	QoQ -29.98% (-8.5K) YoY -24.25% (-6.3K)	All Managers (Combined)	$10.5M	1.1% ($10.5M/$941.7M)	QoQ -17.73% (-$2.3M) YoY -4.07% (-$447.5K)
BERKLEY W R CORP(WRBcusip084423102)	126.5K	QoQ 0.00% (+0) YoY +49.99% (+42.1K)	All Managers (Combined)	$9.0M	1.0% ($9.0M/$941.7M)	QoQ +21.59% (+$1.6M) YoY +20.68% (+$1.5M)
(cusip81369Y605)✕	170.8K	QoQ +759.58% (+150.9K) YoY +1415.00% (+159.5K)	All Managers (Combined)	$8.5M	0.9% ($8.5M/$941.7M)	QoQ +785.91% (+$7.5M) YoY +1691.55% (+$8.0M)