13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000701516
Total reported value
$1.3B
$1.3B
191 檔
24.6%
The Q2 2024 SEC filing reveals that Means Investment Co., Inc. held a total portfolio value of $1.3B, covering 191 public equity positions.
During Q2 2024, Means Investment Co., Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MGK, AAPL, VOO) accounted for 24.6% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 9.55% | +0.06% | +3.84% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.49% | -0.11% | -1.63% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.50% | +0.02% | +7.41% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 6.76% | -0.08% | +7.48% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.60% | -0.56% | -1.56% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.51% | -0.09% | +1.01% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.73% | -0.33% | +15.52% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.32% | -0.02% | +932.58% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.56% | +0.42% | +0.79% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.54% | -0.28% | -0.95% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | -0.09% | +0.36% | |
| 12 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.85% | -0.11% | — | |
| 13 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.68% | — | +0.75% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | -0.09% | +6.79% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.25% | -0.16% | +4.36% | |
| 16 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.16% | +0.01% | +56.41% | |
| 17 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 1.09% | -0.17% | +9.85% | |
| 18 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.04% | -0.11% | -12.98% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.23% | -7.79% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.98% | -0.16% | +4023.82% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.94% | +0.10% | -21.33% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.93% | -0.03% | -4.74% | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.91% | -0.06% | +14.51% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.84% | — | +23.97% | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 0.81% | -0.06% | +25.34% | |
| 26 | WRB | Wr Berkley CORP | Stock-Financials | 0.79% | -0.06% | +0.00% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.04% | +0.40% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.68% | — | -6.29% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.06% | -0.16% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.58% | -0.01% | +53.63% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.58% | — | +9.03% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | +0.01% | -27.81% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | — | -6.10% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.10% | -2.27% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.04% | -4.42% | |
| 36 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.49% | +0.44% | +15.86% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | +0.08% | -6.51% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.02% | -1.39% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.44% | -0.03% | -1.39% | |
| 40 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.44% | -0.04% | -2.68% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.42% | -0.03% | +0.90% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | +0.01% | -5.79% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | -0.06% | +0.59% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.06% | -12.36% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | +0.04% | +15.94% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.03% | +6.51% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.06% | -9.41% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.32% | -0.06% | +0.31% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.31% | -0.02% | -4.57% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.29% | -0.02% | -3.71% |
According to official SEC Form 13F filings, Means Investment Co., Inc. reported a total U.S. public equity portfolio value of $1.3B across 191 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2024, Means Investment Co., Inc.'s top holdings by market value included MGK (9.6%)、AAPL (9.5%)、VOO (7.5%). The largest single position, MGK, represented 9.6% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.