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

Page 6 of 10

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BAR HARBOR BANKSHARES

BHB|066849100

Shares:26.1K

Value:$769.6K

% of Portfolio:0.1% ($769.6K/$941.7M)

CATERPILLAR INC

CAT|149123101

Shares:2.3K

Value:$756.0K

% of Portfolio:0.1% ($756.0K/$941.7M)

CONOCOPHILLIPS

COP|20825C104

Shares:7.1K

Value:$743.3K

% of Portfolio:0.1% ($743.3K/$941.7M)

46654Q203

Shares:14.3K

Value:$742.0K

% of Portfolio:0.1% ($742.0K/$941.7M)

AMGEN INC

AMGN|031162100

Shares:2.3K

Value:$728.1K

% of Portfolio:0.1% ($728.1K/$941.7M)

LOWES COMPANIES INC

LOW|548661107

Shares:3.0K

Value:$701.5K

% of Portfolio:0.1% ($701.5K/$941.7M)

Chubb Ltd

CB|H1467J104

Shares:2.3K

Value:$693.6K

% of Portfolio:0.1% ($693.6K/$941.7M)

Snowflake Inc.

SNOW|833445109

Shares:4.7K

Value:$683.8K

% of Portfolio:0.1% ($683.8K/$941.7M)

METLIFE INC

MET|59156R108

Shares:7.9K

Value:$638.1K

% of Portfolio:0.1% ($638.1K/$941.7M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:5.7K

Value:$637.7K

% of Portfolio:0.1% ($637.7K/$941.7M)

922908736

VUG|922908736

Shares:1.7K

Value:$634.4K

% of Portfolio:0.1% ($634.4K/$941.7M)

Otis Worldwide Corp

OTIS|68902V107

Shares:6.1K

Value:$633.7K

% of Portfolio:0.1% ($633.7K/$941.7M)

97717W562

Shares:12.8K

Value:$626.3K

% of Portfolio:0.1% ($626.3K/$941.7M)

NIKE, Inc.

NKE|654106103

Shares:9.3K

Value:$592.4K

% of Portfolio:0.1% ($592.4K/$941.7M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:48.3K

Value:$562.2K

% of Portfolio:0.1% ($562.2K/$941.7M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.3K

Value:$545.1K

% of Portfolio:0.1% ($545.1K/$941.7M)

33733E302

Shares:2.4K

Value:$542.9K

% of Portfolio:0.1% ($542.9K/$941.7M)

922908744

VTV|922908744

Shares:3.1K

Value:$537.6K

% of Portfolio:0.1% ($537.6K/$941.7M)

Phillips 66

PSX|718546104

Shares:4.3K

Value:$535.0K

% of Portfolio:0.1% ($535.0K/$941.7M)

BROWN & BROWN, INC.

BRO|115236101

Shares:4.2K

Value:$516.4K

% of Portfolio:0.1% ($516.4K/$941.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BAR HARBOR BANKSHARES(BHBcusip066849100)	26.1K	QoQ -12.57% (-3.8K) YoY -13.92% (-4.2K)	All Managers (Combined)	$769.6K	0.1% ($769.6K/$941.7M)	QoQ -15.66% (-$143.0K) YoY -4.11% (-$33.0K)
CATERPILLAR INC(CATcusip149123101)	2.3K	QoQ -15.39% (-417) YoY -25.96% (-804)	All Managers (Combined)	$756.0K	0.1% ($756.0K/$941.7M)	QoQ -23.07% (-$226.8K) YoY -33.36% (-$378.5K)
CONOCOPHILLIPS(COPcusip20825C104)	7.1K	QoQ -9.70% (-761) YoY -4.69% (-349)	All Managers (Combined)	$743.3K	0.1% ($743.3K/$941.7M)	QoQ -4.38% (-$34.1K) YoY -21.37% (-$202.0K)
(cusip46654Q203)✕	14.3K	QoQ -7.99% (-1.2K) YoY +87.27% (+6.7K)	All Managers (Combined)	$742.0K	0.1% ($742.0K/$941.7M)	QoQ -15.50% (-$136.1K) YoY +78.78% (+$327.0K)
AMGEN INC(AMGNcusip031162100)	2.3K	QoQ -0.93% (-22) YoY +0.42% (+10)	All Managers (Combined)	$728.1K	0.1% ($728.1K/$941.7M)	QoQ +18.42% (-$113.3K) YoY +10.06% (+$66.6K)
LOWES COMPANIES INC(LOWcusip548661107)	3.0K	QoQ -18.70% (-692) YoY -24.57% (-980)	All Managers (Combined)	$701.5K	0.1% ($701.5K/$941.7M)	QoQ -23.17% (-$211.6K) YoY -30.94% (-$314.3K)
Chubb Ltd(CBcusipH1467J104)	2.3K	QoQ -0.17% (-4) YoY -2.21% (-52)	All Managers (Combined)	$693.6K	0.1% ($693.6K/$941.7M)	QoQ +9.10% (-$57.9K) YoY +13.96% (-$85.0K)
Snowflake Inc.(SNOWcusip833445109)	4.7K	QoQ -28.80% (-1.9K) YoY -63.55% (-8.2K)	All Managers (Combined)	$683.8K	0.1% ($683.8K/$941.7M)	QoQ -32.60% (-$330.8K) YoY -67.03% (-$1.4M)
METLIFE INC(METcusip59156R108)	7.9K	QoQ -9.80% (-864) YoY -15.79% (-1.5K)	All Managers (Combined)	$638.1K	0.1% ($638.1K/$941.7M)	QoQ -11.56% (-$83.4K) YoY -8.77% (-$61.4K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	5.7K	QoQ -8.76% (-547) YoY -9.56% (-602)	All Managers (Combined)	$637.7K	0.1% ($637.7K/$941.7M)	QoQ +10.66% (-$61.5K) YoY +38.33% (-$176.7K)
(VUGcusip922908736)	1.7K	QoQ -4.19% (-75) YoY -3.93% (-70)	All Managers (Combined)	$634.4K	0.1% ($634.4K/$941.7M)	QoQ -13.45% (-$98.6K) YoY +3.51% (-$21.5K)
Otis Worldwide Corp(OTIScusip68902V107)	6.1K	QoQ -0.79% (-49) YoY -0.75% (-47)	All Managers (Combined)	$633.7K	0.1% ($633.7K/$941.7M)	QoQ +10.54% (-$60.4K) YoY +3.15% (-$19.4K)
(cusip97717W562)✕	12.8K	QoQ -5.85% (-798) YoY -10.03% (-1.4K)	All Managers (Combined)	$626.3K	0.1% ($626.3K/$941.7M)	QoQ -14.75% (-$108.4K) YoY -12.33% (-$88.1K)
NIKE, Inc.(NKEcusip654106103)	9.3K	QoQ -44.41% (-7.5K) YoY -65.67% (-17.9K)	All Managers (Combined)	$592.4K	0.1% ($592.4K/$941.7M)	QoQ -53.37% (-$678.1K) YoY -76.81% (-$2.0M)
SoFi Technologies, Inc.(SOFIcusip83406F102)	48.3K	QoQ -5.31% (-2.7K) YoY -16.21% (-9.4K)	All Managers (Combined)	$562.2K	0.1% ($562.2K/$941.7M)	QoQ -28.49% (-$224.0K) YoY +33.48% (-$141.0K)
UNION PACIFIC CORP(UNPcusip907818108)	2.3K	QoQ -0.94% (-22) YoY +8.00% (+171)	All Managers (Combined)	$545.1K	0.1% ($545.1K/$941.7M)	QoQ +2.60% (-$13.8K) YoY +3.76% (+$19.8K)
(cusip33733E302)✕	2.4K	QoQ -37.49% (-1.5K) YoY -48.36% (-2.3K)	All Managers (Combined)	$542.9K	0.1% ($542.9K/$941.7M)	QoQ -42.90% (-$407.9K) YoY -44.07% (-$427.8K)
(VTVcusip922908744)	3.1K	QoQ -3.92% (-127) YoY -22.39% (-898)	All Managers (Combined)	$537.6K	0.1% ($537.6K/$941.7M)	QoQ -1.95% (-$10.7K) YoY -17.69% (-$115.5K)
Phillips 66(PSXcusip718546104)	4.3K	QoQ -6.83% (-318) YoY -7.07% (-330)	All Managers (Combined)	$535.0K	0.1% ($535.0K/$941.7M)	QoQ +0.96% (-$5.1K) YoY -29.76% (-$226.7K)
BROWN & BROWN, INC.(BROcusip115236101)	4.2K	QoQ 0.00% (+0) YoY +0.02% (+1)	All Managers (Combined)	$516.4K	0.1% ($516.4K/$941.7M)	QoQ +21.94% (+$92.9K) YoY +42.13% (+$153.1K)