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:

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SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:14.7K

Value:$7.8M

% of Portfolio:0.8% ($7.8M/$941.7M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:84.6K

Value:$7.1M

% of Portfolio:0.8% ($7.1M/$941.7M)

CHEVRON CORP

CVX|166764100

Shares:41.9K

Value:$7.0M

% of Portfolio:0.7% ($7.0M/$941.7M)

464288810

Shares:107.8K

Value:$6.5M

% of Portfolio:0.7% ($6.5M/$941.7M)

VISA INC.

V|92826C839

Shares:17.5K

Value:$6.1M

% of Portfolio:0.7% ($6.1M/$941.7M)

Tesla, Inc.

TSLA|88160R101

Shares:23.1K

Value:$6.0M

% of Portfolio:0.6% ($6.0M/$941.7M)

921946406

VYM|921946406

Shares:45.9K

Value:$5.9M

% of Portfolio:0.6% ($5.9M/$941.7M)

Salesforce, Inc.

CRM|79466L302

Shares:21.4K

Value:$5.8M

% of Portfolio:0.6% ($5.8M/$941.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:26.8K

Value:$5.6M

% of Portfolio:0.6% ($5.6M/$941.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:125.7K

Value:$5.2M

% of Portfolio:0.6% ($5.2M/$941.7M)

Philip Morris International Inc.

PM|718172109

Shares:32.1K

Value:$5.1M

% of Portfolio:0.5% ($5.1M/$941.7M)

ORACLE CORP

ORCL|68389X105

Shares:34.0K

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$941.7M)

LAM RESEARCH CORP

LRCX|512807306

Shares:63.4K

Value:$4.6M

% of Portfolio:0.5% ($4.6M/$941.7M)

Walmart Inc.

WMT|931142103

Shares:51.9K

Value:$4.6M

% of Portfolio:0.5% ($4.6M/$941.7M)

78464A870

Shares:52.7K

Value:$4.3M

% of Portfolio:0.5% ($4.3M/$941.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:23.7K

Value:$4.0M