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 8 of 10
464288760
Shares:2.3K
Value:$349.9K
% of Portfolio:0.0% ($349.9K/$941.7M)
46429B663
Shares:2.9K
Value:$348.5K
% of Portfolio:0.0% ($348.5K/$941.7M)
464288307
Shares:4.6K
Value:$328.5K
% of Portfolio:0.0% ($328.5K/$941.7M)
74347G440
Shares:17.2K
Value:$314.5K
% of Portfolio:0.0% ($314.5K/$941.7M)
Shares:844
Value:$311.0K
% of Portfolio:0.0% ($311.0K/$941.7M)
81369Y506
Shares:3.3K
Value:$307.5K
% of Portfolio:0.0% ($307.5K/$941.7M)
Shares:2.8K
Value:$288.7K
% of Portfolio:0.0% ($288.7K/$941.7M)
74347Y888
Shares:10.6K
Value:$286.6K
% of Portfolio:0.0% ($286.6K/$941.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
12.5K | All Managers (Combined) | $353.4K | 0.0% ($353.4K/$941.7M) | |||
(cusip464288760)✕ | 2.3K | All Managers (Combined) | $349.9K | 0.0% ($349.9K/$941.7M) | ||
(cusip46429B663)✕ | 2.9K | QoQ +0.66% (+19)YoY -1.20% (-35) | All Managers (Combined) | $348.5K | 0.0% ($348.5K/$941.7M) | |
2.8K | QoQ +0.18% (-5)YoY -8.00% (-240) | All Managers (Combined) | $347.2K | 0.0% ($347.2K/$941.7M) | ||
(cusip464288307)✕ | 4.6K | All Managers (Combined) | $328.5K | 0.0% ($328.5K/$941.7M) | ||
1.4K | QoQ -0.77% (-11)YoY -5.17% (-77) | All Managers (Combined) | $326.7K | 0.0% ($326.7K/$941.7M) | ||
1.4K | All Managers (Combined) | $321.5K | 0.0% ($321.5K/$941.7M) | |||
1.2K | All Managers (Combined) | $320.7K | 0.0% ($320.7K/$941.7M) | |||
1.2K | QoQ +0.08% (+1)YoY +0.25% (+3) | All Managers (Combined) | $317.0K | 0.0% ($317.0K/$941.7M) | ||
(cusip74347G440)✕ | 17.2K | All Managers (Combined) | $314.5K | 0.0% ($314.5K/$941.7M) | ||
844 | QoQ +0.35% (+3)YoY +0.35% (+3) | All Managers (Combined) | $311.0K | 0.0% ($311.0K/$941.7M) | ||
(cusip81369Y506)✕ | 3.3K | All Managers (Combined) | $307.5K | 0.0% ($307.5K/$941.7M) | ||
3.4K | QoQ -1.83% (-64)YoY -0.98% (-34) | All Managers (Combined) | $307.1K | 0.0% ($307.1K/$941.7M) | ||
Cigna Group(CIcusip125523100) | 908 | QoQ -4.62% (-44)YoY -7.25% (-71) | All Managers (Combined) | $298.7K | 0.0% ($298.7K/$941.7M) | |
WEYERHAEUSER CO(WYcusip962166104) | 10.1K | QoQ +0.37% (+38)YoY +1.64% (-164) | All Managers (Combined) | $296.7K | 0.0% ($296.7K/$941.7M) | |
2.7K | QoQ +0.03% (+1)YoY -2.91% (-80) | All Managers (Combined) | $296.2K | 0.0% ($296.2K/$941.7M) | ||
2.8K | All Managers (Combined) | $288.7K | 0.0% ($288.7K/$941.7M) | |||
1.4K | All Managers (Combined) | $288.2K | 0.0% ($288.2K/$941.7M) | |||
1.2K | QoQ +0.08% (+1)YoY +0.32% (+4) | All Managers (Combined) | $288.1K | 0.0% ($288.1K/$941.7M) | ||
(cusip74347Y888)✕ | 10.6K | All Managers (Combined) | $286.6K | 0.0% ($286.6K/$941.7M) |