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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BlackRock, Inc.

BLK|09290D101

Shares:1.3K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$941.7M)

NUCOR CORP

NUE|670346105

Shares:9.4K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$941.7M)

Hims & Hers Health, Inc.

HIMS|433000106

Shares:37.8K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$941.7M)

NOVO NORDISK A S

NVO|670100205

Shares:16.0K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$941.7M)

ADOBE INC.

ADBE|00724F101

Shares:2.7K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$941.7M)

922042742

VT|922042742

Shares:8.6K

Value:$997.5K

% of Portfolio:0.1% ($997.5K/$941.7M)

Palo Alto Networks Inc

PANW|697435105

Shares:5.8K

Value:$991.5K

% of Portfolio:0.1% ($991.5K/$941.7M)

PFIZER INC

PFE|717081103

Shares:37.1K

Value:$939.2K

% of Portfolio:0.1% ($939.2K/$941.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.0K

Value:$926.4K

% of Portfolio:0.1% ($926.4K/$941.7M)

78464A888

Shares:9.5K

Value:$922.8K

% of Portfolio:0.1% ($922.8K/$941.7M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:3.2K

Value:$916.2K

% of Portfolio:0.1% ($916.2K/$941.7M)

SOUTHERN CO

SO|842587107

Shares:9.9K

Value:$905.9K

% of Portfolio:0.1% ($905.9K/$941.7M)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:2.1K

Value:$890.9K

% of Portfolio:0.1% ($890.9K/$941.7M)

QUALCOMM INC/DE

QCOM|747525103

Shares:5.7K

Value:$869.7K

% of Portfolio:0.1% ($869.7K/$941.7M)

Eaton Corp plc

ETN|G29183103

Shares:3.1K

Value:$851.8K

% of Portfolio:0.1% ($851.8K/$941.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:18.2K

Value:$825.9K

% of Portfolio:0.1% ($825.9K/$941.7M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:7.2K

Value:$800.3K

% of Portfolio:0.1% ($800.3K/$941.7M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:12.6K

Value:$799.9K

% of Portfolio:0.1% ($799.9K/$941.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.1% ($798.4K/$941.7M)

NOVARTIS AG

NVS|66987V109

Shares:7.1K

Value:$787.7K

% of Portfolio:0.1% ($787.7K/$941.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BlackRock, Inc.(BLKcusip09290D101)	1.3K	QoQ -41.39% (-888) YoY NEW(+1.3K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$941.7M)	QoQ -45.90% (-$1.0M) YoY NEW(+$1.2M)
NUCOR CORP(NUEcusip670346105)	9.4K	QoQ +0.01% (+1) YoY +0.04% (-4)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$941.7M)	QoQ +3.12% (+$34.4K) YoY -39.16% (-$731.5K)
Hims & Hers Health, Inc.(HIMScusip433000106)	37.8K	QoQ -24.40% (-12.2K) YoY NEW(+37.8K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$941.7M)	QoQ -7.61% (-$92.1K) YoY NEW(+$1.1M)
NOVO NORDISK A S(NVOcusip670100205)	16.0K	QoQ -68.05% (-34.1K) YoY -59.53% (-23.6K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$941.7M)	QoQ -74.21% (-$3.2M) YoY -78.11% (-$4.0M)
ADOBE INC.(ADBEcusip00724F101)	2.7K	QoQ 0.00% (-0) YoY +0.07% (-2)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$941.7M)	QoQ -13.75% (-$162.1K) YoY -23.94% (-$320.1K)
(VTcusip922042742)	8.6K	QoQ -41.53% (-6.1K) YoY -49.93% (-8.6K)	All Managers (Combined)	$997.5K	0.1% ($997.5K/$941.7M)	QoQ -42.29% (-$731.0K) YoY -47.46% (-$901.0K)
Palo Alto Networks Inc(PANWcusip697435105)	5.8K	QoQ -4.10% (-249) YoY +127.93% (+3.3K)	All Managers (Combined)	$991.5K	0.1% ($991.5K/$941.7M)	QoQ -10.06% (-$111.0K) YoY +36.90% (+$267.3K)
PFIZER INC(PFEcusip717081103)	37.1K	QoQ -42.95% (-27.9K) YoY +23.75% (+7.1K)	All Managers (Combined)	$939.2K	0.1% ($939.2K/$941.7M)	QoQ -45.51% (-$784.5K) YoY +13.01% (+$108.1K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.0K	QoQ -15.66% (-367) YoY -8.47% (-183)	All Managers (Combined)	$926.4K	0.1% ($926.4K/$941.7M)	QoQ -22.65% (-$271.3K) YoY -3.35% (-$32.2K)
(cusip78464A888)✕	9.5K	QoQ -21.90% (-2.7K) YoY -30.27% (-4.1K)	All Managers (Combined)	$922.8K	0.1% ($922.8K/$941.7M)	QoQ -27.57% (-$351.4K) YoY -39.44% (-$601.2K)
MICROSTRATEGY Inc(MSTRcusip594972408)	3.2K	QoQ +0.60% (+19) YoY +837.46% (+2.8K)	All Managers (Combined)	$916.2K	0.1% ($916.2K/$941.7M)	QoQ +0.14% (+$1.3K) YoY +58.77% (+$339.1K)
SOUTHERN CO(SOcusip842587107)	9.9K	QoQ -29.58% (-4.1K) YoY -37.79% (-6.0K)	All Managers (Combined)	$905.9K	0.1% ($905.9K/$941.7M)	QoQ -21.34% (-$245.8K) YoY -20.26% (-$230.3K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	2.1K	QoQ -36.38% (-1.2K) YoY -38.99% (-1.4K)	All Managers (Combined)	$890.9K	0.1% ($890.9K/$941.7M)	QoQ -35.36% (-$487.5K) YoY -52.54% (-$986.3K)
QUALCOMM INC/DE(QCOMcusip747525103)	5.7K	QoQ -20.71% (-1.5K) YoY -2.63% (-153)	All Managers (Combined)	$869.7K	0.1% ($869.7K/$941.7M)	QoQ -20.71% (-$227.2K) YoY -11.65% (-$114.7K)
Eaton Corp plc(ETNcusipG29183103)	3.1K	QoQ -3.62% (-118) YoY -6.47% (-217)	All Managers (Combined)	$851.8K	0.1% ($851.8K/$941.7M)	QoQ -21.08% (-$227.6K) YoY -18.70% (-$196.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	18.2K	QoQ -4.26% (-812) YoY -3.63% (-687)	All Managers (Combined)	$825.9K	0.1% ($825.9K/$941.7M)	QoQ +8.58% (-$65.3K) YoY +4.17% (-$33.1K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	7.2K	QoQ -39.95% (-4.8K) YoY -40.58% (-4.9K)	All Managers (Combined)	$800.3K	0.1% ($800.3K/$941.7M)	QoQ -43.42% (-$614.3K) YoY -43.47% (-$615.5K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	12.6K	QoQ -2.26% (-292) YoY -1.59% (-204)	All Managers (Combined)	$799.9K	0.1% ($799.9K/$941.7M)	QoQ -9.22% (-$81.3K) YoY +7.33% (-$54.7K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.1% ($798.4K/$941.7M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
NOVARTIS AG(NVScusip66987V109)	7.1K	QoQ -3.28% (-240) YoY -8.04% (-618)	All Managers (Combined)	$787.7K	0.1% ($787.7K/$941.7M)	QoQ +10.80% (-$76.8K) YoY +5.98% (-$44.5K)