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CIK: 0000701516
Total reported value
$1.3B
$1.3B
197 檔
21.9%
According to the latest 13F quarterly dataset, Means Investment Co., Inc. managed an equity portfolio of $1.3B at the end of Q1 2024, spanning 197 distinct U.S. exchange-listed positions.
During Q1 2024, Means Investment Co., Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 9.07% | +0.06% | +5.96% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.50% | -0.11% | -3.39% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.26% | +0.02% | +11.75% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 6.86% | -0.08% | +13.99% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.79% | -0.56% | -1.69% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.51% | -0.09% | -1.15% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.43% | -0.33% | +21.29% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.67% | -0.28% | -1.10% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.55% | -0.02% | +8.72% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | +0.42% | +0.30% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.13% | -0.09% | -1.08% | |
| 12 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.65% | — | -0.80% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.52% | -0.16% | +2.48% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | -0.09% | +7.44% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.35% | +0.10% | -23.05% | |
| 16 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.35% | -0.11% | -11.16% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.22% | -0.23% | -8.10% | |
| 18 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 1.12% | -0.17% | +16.44% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.08% | -0.03% | -11.69% | |
| 20 | WRB | Wr Berkley CORP | Stock-Financials | 0.96% | -0.06% | +139.73% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.89% | +0.01% | -19.99% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.04% | -0.39% | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.84% | -0.06% | +25.41% | |
| 24 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.82% | +0.01% | -1.19% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.81% | — | +24.38% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | — | -7.41% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.74% | -0.06% | +27.26% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | — | -0.67% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.66% | — | +62.70% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | +0.08% | -6.13% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.06% | -0.03% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.56% | — | +11.42% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.10% | +195.61% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.04% | -2.61% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.02% | -1.50% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.06% | -1.43% | |
| 37 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.50% | -0.04% | +1.59% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.49% | -0.03% | +3.17% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.06% | -1.55% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | +0.01% | -13.81% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.41% | -0.01% | +56.93% | |
| 42 | PM | Philip Morris International | Stock-Consumer Staples | 0.41% | -0.03% | -3.18% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.40% | -0.02% | +1.29% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.39% | +0.44% | +31.02% | |
| 45 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.38% | -0.05% | -20.79% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.38% | -0.02% | -5.43% | |
| 47 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.37% | -0.02% | -15.00% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | +0.01% | -3.32% | |
| 49 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.33% | — | -18.01% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.33% | +0.06% | -0.09% |
According to official SEC Form 13F filings, Means Investment Co., Inc. reported a total U.S. public equity portfolio value of $1.3B across 197 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MGK, AAPL, VOO) accounted for 21.9% of total reported equity market value during Q1 2024.
During Q1 2024, Means Investment Co., Inc.'s top holdings by market value included MGK (9.1%)、AAPL (8.5%)、VOO (7.3%). The largest single position, MGK, represented 9.1% of total portfolio value.
In Q1 2024, Means Investment Co., Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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