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 9 of 10
46137V662
Shares:3.3K
Value:$282.9K
% of Portfolio:0.0% ($282.9K/$941.7M)
72201R833
Shares:2.7K
Value:$271.6K
% of Portfolio:0.0% ($271.6K/$941.7M)
Shares:3.1K
Value:$264.0K
% of Portfolio:0.0% ($264.0K/$941.7M)
464288109
Shares:3.2K
Value:$257.8K
% of Portfolio:0.0% ($257.8K/$941.7M)
Shares:1.0K
Value:$248.6K
% of Portfolio:0.0% ($248.6K/$941.7M)
37954Y673
Shares:6.3K
Value:$238.2K
% of Portfolio:0.0% ($238.2K/$941.7M)
46435G268
Shares:3.6K
Value:$225.1K
% of Portfolio:0.0% ($225.1K/$941.7M)
Shares:1.8K
Value:$222.6K
% of Portfolio:0.0% ($222.6K/$941.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
CVS HEALTH Corp(CVScusip126650100) | 4.2K | QoQ NEW(+4.2K) YoY NEW(+4.2K) | All Managers (Combined) | $283.0K | 0.0% ($283.0K/$941.7M) | QoQ NEW(+$283.0K) YoY NEW(+$283.0K) |
(cusip46137V662)✕ | 3.3K | QoQ -2.00% (-67)YoY -1.56% (-52) | All Managers (Combined) | $282.9K | 0.0% ($282.9K/$941.7M) | |
789 | QoQ -6.18% (-52)YoY +0.63% (+5) | All Managers (Combined) | $275.4K | 0.0% ($275.4K/$941.7M) | ||
(cusip72201R833)✕ | 2.7K | All Managers (Combined) | $271.6K | 0.0% ($271.6K/$941.7M) | ||
YUM BRANDS INC(YUMcusip988498101) | 1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $270.6K | 0.0% ($270.6K/$941.7M) | QoQ NEW(+$270.6K) YoY NEW(+$270.6K) |
1.8K | All Managers (Combined) | $267.9K | 0.0% ($267.9K/$941.7M) | |||
MORGAN STANLEY(MScusip617446448) | 2.3K | QoQ -1.33% (-31)YoY NEW(+2.3K) | All Managers (Combined) | $267.2K | 0.0% ($267.2K/$941.7M) | YoY NEW(+$267.2K) |
1.5K | QoQ +0.33% (-5)YoY -4.94% (-77) | All Managers (Combined) | $265.8K | 0.0% ($265.8K/$941.7M) | ||
3.1K | QoQ +0.12% (+4)YoY NEW(+3.1K) | All Managers (Combined) | $264.0K | 0.0% ($264.0K/$941.7M) | YoY NEW(+$264.0K) | |
1.8K | QoQ -3.29% (-63)YoY -8.15% (-164) | All Managers (Combined) | $262.7K | 0.0% ($262.7K/$941.7M) | ||
1.8K | QoQ +0.11% (+2)YoY NEW(+1.8K) | All Managers (Combined) | $260.5K | 0.0% ($260.5K/$941.7M) | YoY NEW(+$260.5K) | |
3.7K | All Managers (Combined) | $259.4K | 0.0% ($259.4K/$941.7M) | |||
(cusip464288109)✕ | 3.2K | YoY NEW(+3.2K) | All Managers (Combined) | $257.8K | 0.0% ($257.8K/$941.7M) | YoY NEW(+$257.8K) |
3.1K | QoQ 0.00% (+0)YoY NEW(+3.1K) | All Managers (Combined) | $255.1K | 0.0% ($255.1K/$941.7M) | YoY NEW(+$255.1K) | |
1.0K | QoQ -0.29% (-3)YoY 0.00% (+0) | All Managers (Combined) | $248.6K | 0.0% ($248.6K/$941.7M) | ||
(cusip37954Y673)✕ | 6.3K | All Managers (Combined) | $238.2K | 0.0% ($238.2K/$941.7M) | ||
1.1K | QoQ +0.08% (-1)YoY -0.79% (-9) | All Managers (Combined) | $230.4K | 0.0% ($230.4K/$941.7M) | ||
(cusip46435G268)✕ | 3.6K | All Managers (Combined) | $225.1K | 0.0% ($225.1K/$941.7M) | ||
1.8K | QoQ NEW(+1.8K) YoY NEW(+1.8K) | All Managers (Combined) | $222.6K | 0.0% ($222.6K/$941.7M) | QoQ NEW(+$222.6K) YoY NEW(+$222.6K) | |
InMode Ltd.(INMDcusipM5425M103) | 12.4K | YoY NEW(+12.4K) | All Managers (Combined) | $219.2K | 0.0% ($219.2K/$941.7M) | YoY NEW(+$219.2K) |