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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EXXON MOBIL CORP

XOM|30231G102

Shares:31.9K

Value:$3.8M

% of Portfolio:0.4% ($3.8M/$941.7M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:47.0K

Value:$3.7M

% of Portfolio:0.4% ($3.7M/$941.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:6.3K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$941.7M)

Uber Technologies, Inc

UBER|90353T100

Shares:44.1K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$941.7M)

46641Q332

Shares:56.0K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$941.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:20.7K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$941.7M)

MCDONALDS CORP

MCD|580135101

Shares:9.7K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$941.7M)

Broadcom Inc.

AVGO|11135F101

Shares:17.4K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$941.7M)

PIMCO Dynamic Income Fund

PDI|72201Y101

Shares:143.2K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$941.7M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:5.1K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$941.7M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:21.9K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$941.7M)

Merck & Co., Inc.

MRK|58933Y105

Shares:29.4K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$941.7M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:17.7K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$941.7M)

Blackstone Inc.

BX|09260D107

Shares:16.5K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$941.7M)

464287804

IJR|464287804

Shares:20.3K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$941.7M)

RTX Corp

RTX|75513E101

Shares:14.7K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$941.7M)

STARBUCKS CORP

SBUX|855244109

Shares:19.8K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$941.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:7.8K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$941.7M)

Mastercard Inc

MA|57636Q104

Shares:3.5K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$941.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.3K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$941.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	31.9K	QoQ +52.61% (+11.0K) YoY +53.72% (+11.1K)	All Managers (Combined)	$3.8M	0.4% ($3.8M/$941.7M)	QoQ +68.73% (+$1.5M) YoY +57.28% (+$1.4M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	47.0K	QoQ -56.42% (-60.8K) YoY -47.90% (-43.2K)	All Managers (Combined)	$3.7M	0.4% ($3.7M/$941.7M)	QoQ -53.90% (-$4.3M) YoY -43.62% (-$2.8M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	6.3K	QoQ +29.90% (+1.5K) YoY +17.92% (+960)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$941.7M)	QoQ +34.50% (+$848.7K) YoY +24.84% (+$658.4K)
Uber Technologies, Inc(UBERcusip90353T100)	44.1K	QoQ -54.93% (-53.8K) YoY -40.97% (-30.6K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$941.7M)	QoQ -45.56% (-$2.7M) YoY -44.13% (-$2.5M)
(cusip46641Q332)✕	56.0K	QoQ -19.87% (-13.9K) YoY -15.10% (-10.0K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$941.7M)	QoQ -20.41% (-$821.6K) YoY -16.15% (-$617.2K)
Alphabet Inc.(GOOGLcusip02079K305)	20.7K	QoQ +6.89% (-1.3K) YoY +35.01% (+5.4K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$941.7M)	QoQ -12.68% (-$464.2K) YoY +38.32% (+$885.8K)
MCDONALDS CORP(MCDcusip580135101)	9.7K	QoQ -17.51% (-2.1K) YoY -29.88% (-4.2K)	All Managers (Combined)	$3.0M	0.3% ($3.0M/$941.7M)	QoQ -11.11% (-$380.5K) YoY -22.31% (-$873.9K)
Broadcom Inc.(AVGOcusip11135F101)	17.4K	QoQ +147.66% (+10.4K) YoY +3707.23% (+16.9K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$941.7M)	QoQ +78.84% (+$1.3M) YoY +381.20% (+$2.3M)
PIMCO Dynamic Income Fund(PDIcusip72201Y101)	143.2K	QoQ -33.65% (-72.6K) YoY -28.93% (-58.3K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$941.7M)	QoQ -28.36% (-$1.1M) YoY -27.05% (-$1.1M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	5.1K	QoQ -35.02% (-2.7K) YoY -39.02% (-3.2K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$941.7M)	QoQ -38.01% (-$1.7M) YoY -20.25% (-$702.4K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	21.9K	QoQ -9.45% (-2.3K) YoY -8.79% (-2.1K)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$941.7M)	QoQ -8.70% (-$253.9K) YoY +9.53% (-$231.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	29.4K	QoQ -4.14% (-1.3K) YoY -6.11% (-1.9K)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$941.7M)	QoQ -13.50% (-$411.8K) YoY -36.13% (-$1.5M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	17.7K	QoQ -18.08% (-3.9K) YoY -27.42% (-6.7K)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$941.7M)	QoQ +27.73% (-$507.4K) YoY +32.62% (-$574.8K)
Blackstone Inc.(BXcusip09260D107)	16.5K	QoQ -20.71% (-4.3K) YoY -25.36% (-5.6K)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$941.7M)	QoQ -35.72% (-$1.3M) YoY -20.58% (-$598.5K)
(IJRcusip464287804)	20.3K	QoQ -51.67% (-21.7K) YoY -67.43% (-42.1K)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$941.7M)	QoQ -56.14% (-$2.7M) YoY -69.18% (-$4.8M)
RTX Corp(RTXcusip75513E101)	14.7K	QoQ -1.70% (-256) YoY +1.97% (+285)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$941.7M)	QoQ +12.50% (-$216.8K) YoY +38.49% (+$542.1K)
STARBUCKS CORP(SBUXcusip855244109)	19.8K	QoQ -16.86% (-4.0K) YoY -23.23% (-6.0K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$941.7M)	QoQ -10.62% (-$231.2K) YoY -17.60% (-$415.3K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	7.8K	QoQ -5.39% (-444) YoY -0.71% (-56)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$941.7M)	QoQ +7.00% (-$126.8K) YoY +29.28% (-$438.5K)
Mastercard Inc(MAcusip57636Q104)	3.5K	QoQ +88.44% (+1.6K) YoY +107.19% (+1.8K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$941.7M)	QoQ +96.18% (+$928.8K) YoY +135.84% (+$1.1M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.3K	QoQ -20.82% (-871) YoY -28.88% (-1.3K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$941.7M)	QoQ -24.43% (-$598.9K) YoY -23.94% (-$583.2K)