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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921937835

BND|921937835

Shares:3.0K

Value:$218.2K

% of Portfolio:0.0% ($218.2K/$941.7M)

DICK'S SPORTING GOODS, INC.

DKS|253393102

Shares:1.1K

Value:$217.9K

% of Portfolio:0.0% ($217.9K/$941.7M)

TORONTO DOMINION BANK

TD|891160509

Shares:3.5K

Value:$212.6K

% of Portfolio:0.0% ($212.6K/$941.7M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.0K

Value:$212.4K

% of Portfolio:0.0% ($212.4K/$941.7M)

SYSCO CORP

SYY|871829107

Shares:2.8K

Value:$211.8K

% of Portfolio:0.0% ($211.8K/$941.7M)

81369Y704

Shares:1.6K

Value:$208.8K

% of Portfolio:0.0% ($208.8K/$941.7M)

Accenture plc

ACN|G1151C101

Shares:663

Value:$206.8K

% of Portfolio:0.0% ($206.8K/$941.7M)

Ingredion Inc

INGR|457187102

Shares:1.5K

Value:$201.2K

% of Portfolio:0.0% ($201.2K/$941.7M)

First Bancorp, Inc /ME/

FNLC|31866P102

Shares:8.1K

Value:$200.6K

% of Portfolio:0.0% ($200.6K/$941.7M)

Zeta Global Holdings Corp.

ZETA|98956A105

Shares:14.6K

Value:$198.4K

% of Portfolio:0.0% ($198.4K/$941.7M)

Grab Holdings Ltd

GRAB|G4124C109

Shares:3.0K

Value:$630

% of Portfolio:0.0% ($630/$941.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BNDcusip921937835)	3.0K	QoQ -13.12% (-449) YoY -28.85% (-1.2K)	All Managers (Combined)	$218.2K	0.0% ($218.2K/$941.7M)	QoQ -11.28% (-$27.8K) YoY -28.05% (-$85.1K)
DICK'S SPORTING GOODS, INC.(DKScusip253393102)	1.1K	QoQ 0.00% (-0) YoY +2.07% (-22)	All Managers (Combined)	$217.9K	0.0% ($217.9K/$941.7M)	QoQ -11.92% (-$29.5K) YoY -8.51% (-$20.3K)
TORONTO DOMINION BANK(TDcusip891160509)	3.5K	QoQ NEW(+3.5K) YoY -35.13% (-1.9K)	All Managers (Combined)	$212.6K	0.0% ($212.6K/$941.7M)	QoQ NEW(+$212.6K) YoY -35.60% (-$117.6K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.0K	QoQ -17.47% (-215) YoY +0.49% (-5)	All Managers (Combined)	$212.4K	0.0% ($212.4K/$941.7M)	QoQ -17.85% (-$46.2K) YoY -1.28% (-$2.8K)
SYSCO CORP(SYYcusip871829107)	2.8K	QoQ +0.31% (-9) YoY +1.76% (-49)	All Managers (Combined)	$211.8K	0.0% ($211.8K/$941.7M)	QoQ -1.54% (-$3.3K) YoY -5.93% (-$13.4K)
(cusip81369Y704)✕	1.6K	QoQ -7.81% (-135) YoY -7.75% (-134)	All Managers (Combined)	$208.8K	0.0% ($208.8K/$941.7M)	QoQ -8.31% (-$18.9K) YoY -4.02% (-$8.7K)
Accenture plc(ACNcusipG1151C101)	663	QoQ -0.30% (-2) YoY -6.22% (-44)	All Managers (Combined)	$206.8K	0.0% ($206.8K/$941.7M)	QoQ -11.56% (-$27.0K) YoY -15.65% (-$38.4K)
Ingredion Inc(INGRcusip457187102)	1.5K	QoQ 0.00% (-0) YoY NEW(+1.5K)	All Managers (Combined)	$201.2K	0.0% ($201.2K/$941.7M)	QoQ -1.70% (-$3.5K) YoY NEW(+$201.2K)
First Bancorp, Inc /ME/(FNLCcusip31866P102)	8.1K	QoQ -5.80% (-500) YoY NEW(+8.1K)	All Managers (Combined)	$200.6K	0.0% ($200.6K/$941.7M)	QoQ -14.86% (-$35.0K) YoY NEW(+$200.6K)
Zeta Global Holdings Corp.(ZETAcusip98956A105)	14.6K	QoQ 0.00% (-0) YoY -32.09% (-6.9K)	All Managers (Combined)	$198.4K	0.0% ($198.4K/$941.7M)	QoQ -24.62% (-$64.8K) YoY -15.75% (-$37.1K)
Grab Holdings Ltd(GRABcusipG4124C109)	3.0K	QoQ -25.00% (-1.0K) YoY NEW(+3.0K)	All Managers (Combined)	$630	0.0% ($630/$941.7M)	QoQ -77.17% (-$2.1K) YoY NEW(+$630)