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 7 of 10

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808524201

SCHX|808524201

Shares:23.0K

Value:$507.3K

% of Portfolio:0.1% ($507.3K/$941.7M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:6.9K

Value:$494.2K

% of Portfolio:0.1% ($494.2K/$941.7M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.1K

Value:$489.0K

% of Portfolio:0.1% ($489.0K/$941.7M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:42.6K

Value:$476.1K

% of Portfolio:0.1% ($476.1K/$941.7M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:3.4K

Value:$452.6K

% of Portfolio:0.0% ($452.6K/$941.7M)

Unum Group

UNM|91529Y106

Shares:5.5K

Value:$445.0K

% of Portfolio:0.0% ($445.0K/$941.7M)

Trane Technologies plc

TT|G8994E103

Shares:1.3K

Value:$444.8K

% of Portfolio:0.0% ($444.8K/$941.7M)

NASDAQ, INC.

NDAQ|631103108

Shares:5.8K

Value:$437.9K

% of Portfolio:0.0% ($437.9K/$941.7M)

81369Y100

XLB|81369Y100

Shares:5.0K

Value:$429.3K

% of Portfolio:0.0% ($429.3K/$941.7M)

COMCAST CORP

CMCSA|20030N101

Shares:11.5K

Value:$424.0K

% of Portfolio:0.0% ($424.0K/$941.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:447

Value:$423.0K

% of Portfolio:0.0% ($423.0K/$941.7M)

78464A581

Shares:5.1K

Value:$420.5K

% of Portfolio:0.0% ($420.5K/$941.7M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:4.8K

Value:$419.1K

% of Portfolio:0.0% ($419.1K/$941.7M)

DraftKings Inc.

DKNG|26142V105

Shares:12.6K

Value:$417.6K

% of Portfolio:0.0% ($417.6K/$941.7M)

921908844

VIG|921908844

Shares:2.0K

Value:$390.3K

% of Portfolio:0.0% ($390.3K/$941.7M)

Duke Energy CORP

DUK|26441C204

Shares:3.1K

Value:$377.6K

% of Portfolio:0.0% ($377.6K/$941.7M)

72201R718

Shares:3.8K

Value:$366.0K

% of Portfolio:0.0% ($366.0K/$941.7M)

46137V308

Shares:3.2K

Value:$364.0K

% of Portfolio:0.0% ($364.0K/$941.7M)

78464A649

Shares:14.1K

Value:$359.1K

% of Portfolio:0.0% ($359.1K/$941.7M)

067901108

Shares:18.4K

Value:$358.1K

% of Portfolio:0.0% ($358.1K/$941.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHXcusip808524201)	23.0K	QoQ 0.00% (-0) YoY +177.48% (-14.7K)	All Managers (Combined)	$507.3K	0.1% ($507.3K/$941.7M)	QoQ -4.74% (-$25.3K) YoY -1.27% (-$6.6K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	6.9K	QoQ +0.26% (+18) YoY +13.54% (+821)	All Managers (Combined)	$494.2K	0.1% ($494.2K/$941.7M)	QoQ +2.47% (+$11.9K) YoY +40.63% (+$142.8K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.1K	QoQ -15.11% (-195) YoY -41.00% (-761)	All Managers (Combined)	$489.0K	0.1% ($489.0K/$941.7M)	QoQ -21.97% (-$137.7K) YoY -42.08% (-$355.4K)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	42.6K	QoQ 0.00% (+0) YoY +0.04% (-20)	All Managers (Combined)	$476.1K	0.1% ($476.1K/$941.7M)	QoQ +19.72% (+$78.4K) YoY -48.47% (-$448.0K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	3.4K	QoQ +0.17% (+6) YoY +6.00% (-194)	All Managers (Combined)	$452.6K	0.0% ($452.6K/$941.7M)	QoQ +7.92% (+$33.2K) YoY -17.98% (-$99.3K)
Unum Group(UNMcusip91529Y106)	5.5K	QoQ -18.86% (-1.3K) YoY -17.74% (-1.2K)	All Managers (Combined)	$445.0K	0.0% ($445.0K/$941.7M)	QoQ -9.49% (-$46.7K) YoY +24.88% (-$88.7K)
Trane Technologies plc(TTcusipG8994E103)	1.3K	QoQ -1.56% (-21) YoY +11.20% (+133)	All Managers (Combined)	$444.8K	0.0% ($444.8K/$941.7M)	QoQ -10.16% (-$50.4K) YoY +24.86% (+$88.6K)
NASDAQ, INC.(NDAQcusip631103108)	5.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$437.9K	0.0% ($437.9K/$941.7M)	QoQ -1.87% (-$8.4K) YoY +20.22% (+$73.7K)
(XLBcusip81369Y100)	5.0K	QoQ +0.46% (+23) YoY +5.13% (-244)	All Managers (Combined)	$429.3K	0.0% ($429.3K/$941.7M)	QoQ +2.66% (+$11.2K) YoY -2.68% (-$11.8K)
COMCAST CORP(CMCSAcusip20030N101)	11.5K	QoQ -3.50% (-418) YoY -10.14% (-1.3K)	All Managers (Combined)	$424.0K	0.0% ($424.0K/$941.7M)	QoQ -5.13% (-$22.9K) YoY -23.51% (-$130.4K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	447	QoQ -3.24% (-15) YoY -21.44% (-122)	All Managers (Combined)	$423.0K	0.0% ($423.0K/$941.7M)	QoQ -0.10% (-$435) YoY +1.40% (-$5.9K)
(cusip78464A581)✕	5.1K	QoQ -56.17% (-6.6K) YoY -64.53% (-9.3K)	All Managers (Combined)	$420.5K	0.0% ($420.5K/$941.7M)	QoQ -59.30% (-$612.6K) YoY -66.85% (-$848.0K)
MICRON TECHNOLOGY INC(MUcusip595112103)	4.8K	QoQ -12.08% (-663) YoY +29.39% (-1.1K)	All Managers (Combined)	$419.1K	0.0% ($419.1K/$941.7M)	QoQ -9.24% (-$42.7K) YoY -4.64% (-$20.4K)
DraftKings Inc.(DKNGcusip26142V105)	12.6K	QoQ +2.94% (-360) YoY +41.79% (+3.7K)	All Managers (Combined)	$417.6K	0.0% ($417.6K/$941.7M)	QoQ -8.09% (-$36.8K) YoY +3.70% (+$14.9K)
(VIGcusip921908844)	2.0K	QoQ +0.24% (-5) YoY +6.11% (+116)	All Managers (Combined)	$390.3K	0.0% ($390.3K/$941.7M)	QoQ -0.70% (-$2.8K) YoY +12.74% (+$44.1K)
Duke Energy CORP(DUKcusip26441C204)	3.1K	QoQ -11.06% (-385) YoY -18.35% (-696)	All Managers (Combined)	$377.6K	0.0% ($377.6K/$941.7M)	QoQ +0.68% (-$2.6K) YoY +2.98% (-$10.9K)
(cusip72201R718)✕	3.8K	QoQ +1.00% (+38) YoY -0.20% (-8)	All Managers (Combined)	$366.0K	0.0% ($366.0K/$941.7M)	QoQ +2.04% (+$7.3K) YoY +0.94% (-$3.4K)
(cusip46137V308)✕	3.2K	QoQ -37.23% (-1.9K) YoY -37.35% (-1.9K)	All Managers (Combined)	$364.0K	0.0% ($364.0K/$941.7M)	QoQ -38.57% (-$228.6K) YoY -34.78% (-$194.2K)
(cusip78464A649)✕	14.1K	QoQ -17.92% (-3.1K) YoY -49.77% (-13.9K)	All Managers (Combined)	$359.1K	0.0% ($359.1K/$941.7M)	QoQ -16.12% (-$69.0K) YoY -49.25% (-$348.7K)
(cusip067901108)✕	18.4K	QoQ -13.52% (-2.9K) YoY -8.67% (-1.7K)	All Managers (Combined)	$358.1K	0.0% ($358.1K/$941.7M)	QoQ +8.46% (-$27.9K) YoY +6.69% (-$22.5K)