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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Means-Investment-Co
Data Enrichment
83% identified158 identified33 unidentified
Holdings
191 positions • $941.7M total value
Manager:
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Page 4 of 10
Shares:22.5K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$941.7M)
464287556
Shares:9.3K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$941.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
44.8K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$941.7M) | |||
PEPSICO INC(PEPcusip713448108) | 12.0K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$941.7M) | ||
HOME DEPOT, INC.(HDcusip437076102) | 4.6K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$941.7M) | ||
27.2K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$941.7M) | |||
ServiceNow, Inc.(NOWcusip81762P102) | 2.0K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$941.7M) | ||
25.3K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$941.7M) | |||
22.5K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$941.7M) | |||
Walt Disney Co(DIScusip254687106) | 15.1K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$941.7M) | ||
20.3K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$941.7M) | |||
M&T BANK CORP(MTBcusip55261F104) | 7.8K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$941.7M) | ||
24.8K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$941.7M) | |||
SHOPIFY INC.(SHOPcusip82509L107) | 14.2K | QoQ +0.19% (-28)YoY -1.42% (-205) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$941.7M) | |
3.8K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$941.7M) | |||
21.3K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$941.7M) | |||
DEERE & CO(DEcusip244199105) | 2.8K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$941.7M) | ||
2.2K | QoQ -3.86% (-90)YoY +3.46% (+75) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$941.7M) | ||
COCA COLA CO(KOcusip191216100) | 17.4K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$941.7M) | ||
NETFLIX INC(NFLXcusip64110L106) | 1.3K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$941.7M) | ||
2.3K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$941.7M) | |||
(cusip464287556)✕ | 9.3K | QoQ -9.66% (-997)YoY -8.19% (-832) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$941.7M) |