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CIK: 0000701516
Total reported value
$1.3B
$1.3B
204 檔
26.4%
As reported in its official Q3 2024 Form 13F filing, Means Investment Co., Inc.'s tracked investment portfolio stood at $1.3B with 204 total positions.
In Q3 2024, Means Investment Co., Inc. displayed an active expansion posture, initiating 13 new positions and adding to 108 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.59% | -0.11% | -1.67% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 9.47% | +0.06% | +4.15% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.54% | +0.02% | +2.61% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 7.23% | -0.08% | +6.37% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.02% | -0.33% | +6.25% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.01% | -0.56% | -0.05% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.96% | -0.09% | +0.35% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.24% | -0.02% | +6.68% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.69% | -0.28% | +0.40% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.19% | +0.42% | +1.22% | |
| 11 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.97% | -0.11% | +9.80% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.92% | -0.09% | -0.72% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.46% | -0.09% | +2.15% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 1.28% | -0.16% | +3.19% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.22% | -0.16% | +25.51% | |
| 16 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.22% | — | +1.75% | |
| 17 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 1.20% | -0.17% | +8.54% | |
| 18 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.16% | +0.01% | +0.40% | |
| 19 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.00% | -0.11% | -1.17% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.92% | -0.03% | -1.85% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.92% | +0.10% | -1.69% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.89% | -0.23% | -0.79% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 0.83% | -0.06% | +6.17% | |
| 24 | WRB | Wr Berkley CORP | Stock-Financials | 0.80% | -0.06% | +50.00% | |
| 25 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.78% | -0.06% | +4.70% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | -0.04% | +0.17% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 0.69% | -0.01% | +20.83% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.69% | — | +5.92% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.06% | +1.36% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | — | +0.28% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.10% | +0.85% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | — | +0.52% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.58% | — | +4.86% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | +0.01% | -5.42% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.49% | +0.44% | +15.28% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | +0.08% | +0.06% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.04% | -0.14% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.45% | -0.03% | -3.43% | |
| 39 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.45% | -0.04% | +2.32% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.04% | +1.26% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.44% | -0.03% | +3.12% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | +0.01% | +0.13% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.06% | +0.06% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.06% | -0.29% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.40% | -0.32% | +12.85% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.02% | -0.57% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.36% | -0.02% | -0.40% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.03% | +3.87% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.31% | -0.06% | -1.07% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.30% | +0.01% | -0.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGV | Vanguard Mega Cap Value ETF | +0.5% | +6.37% | Add |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | +6.25% | Add |
| 3 | AVUV | Avantis US Small Cap Value | +0.2% | +25.51% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +0.40% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.1% | +12.85% | Add |
| 6 | JBND | Jpmorgan Active Bond ETF | +0.1% | +9.80% | Add |
| 7 | IMCB | Ishares Morningstar Mid-cap | +0.1% | +8.54% | Add |
| 8 | XLV | Ss Health Care Select Sector | +0.1% | +20.83% | Add |
| 9 | AAPL | Apple Inc | +0.1% | -1.67% | Trim |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.15% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | +1.26% | Add |
| 12 | ORCL | Oracle CORP | +0.1% | +1.36% | Add |
| 13 | HIMS | Hims & Hers Health Inc | +0.1% | NEW | New buy |
| 14 | WMT | Walmart Inc | +0.1% | +0.85% | Add |
| 15 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -2.21% | Trim |
| 16 | PFE | Pfizer Inc | +0.1% | +53.03% | Add |
| 17 | ABBV | Abbvie Inc | +0.1% | +0.52% | Add |
| 18 | BX | Blackstone Inc | +0.1% | -0.40% | Trim |
| 19 | VOO | Vanguard S&p 500 ETF | 0% | +2.61% | Add |
| 20 | MCD | Mcdonald's CORP | 0% | -0.29% | Trim |
| 21 | IBM | Intl Business Machines CORP | 0% | +1.59% | Add |
| 22 | CRM | Salesforce Inc | 0% | +3.19% | Add |
| 23 | PM | Philip Morris International | 0% | -3.43% | Trim |
| 24 | SBUX | Starbucks CORP | 0% | -0.16% | Trim |
| 25 | RTX | Rtx CORP | 0% | +1.03% | Add |
| 26 | CRWD | Crowdstrike Holdings Inc - A | 0% | +97.62% | Add |
| 27 | AVGO | Broadcom Inc | 0% | +1198.94% | Add |
| 28 | CARR | Carrier Global CORP | 0% | +2.57% | Add |
| 29 | MMM | 3m Co | 0% | NEW | New buy |
| 30 | MDT | Medtronic plc | 0% | NEW | New buy |
| 31 | FNLC | First Bancorp Inc/me | 0% | NEW | New buy |
| 32 | BNY | Bank Of New York Mellon CORP | 0% | NEW | New buy |
| 33 | UBER | Uber Technologies Inc | 0% | +6.17% | Add |
| 34 | NOC | Northrop Grumman CORP | 0% | -2.37% | Trim |
| 35 | UNH | Unitedhealth Group Inc | 0% | -0.63% | Trim |
| 36 | CAC | Camden National CORP | 0% | -3.67% | Trim |
| 37 | BLKCHF | Blackrock Inc | 0% | -1.35% | Trim |
| 38 | HD | Home Depot Inc | 0% | +0.43% | Add |
| 39 | NEE | Nextera Energy Inc | 0% | -0.49% | Trim |
| 40 | XHB | Ss Spdr S&p Homebldrs ETF | 0% | -2.00% | Trim |
| 41 | SYY | Sysco CORP | 0% | NEW | New buy |
| 42 | BHB | Bar Harbor Bankshares | 0% | +13.97% | Add |
| 43 | MS | Morgan Stanley | 0% | NEW | New buy |
| 44 | HIG | Hartford Insurance Group Inc | 0% | NEW | New buy |
| 45 | VNLA | Janus Henderson Short Durati | 0% | NEW | New buy |
| 46 | INGR | Ingredion Inc | 0% | NEW | New buy |
| 47 | ES | Eversource Energy | 0% | NEW | New buy |
| 48 | GIS | General Mills Inc | 0% | NEW | New buy |
| 49 | TTD | Trade Desk Inc/the -class A | 0% | NEW | New buy |
| 50 | SHOP | Shopify Inc - Class A | 0% | -0.59% | Trim |
According to official SEC Form 13F filings, Means Investment Co., Inc. reported a total U.S. public equity portfolio value of $1.3B across 204 disclosed positions in Q3 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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MGK, VOO) accounted for 26.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
HIMS
市值: $746.6K
Top Position Liquidated / Trimmed
STRL
前期市值: $148.0K
During Q3 2024, Means Investment Co., Inc.'s top holdings by market value included AAPL (9.6%)、MGK (9.5%)、VOO (7.5%). The largest single position, AAPL, represented 9.6% of total portfolio value.
In Q3 2024, Means Investment Co., Inc. made 186 total portfolio adjustments, initiating 13 new buys, adding to 108 positions, trimming 64 holdings, and fully liquidating 1 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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