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CIK: 0000701516
Total reported value
$1.3B
$1.3B
205 檔
28.1%
At the close of Q4 2024, Means Investment Co., Inc. disclosed equity holdings valued at approximately $1.3B, spread across 205 reported holdings.
Means Investment Co., Inc. executed strategic sector rebalancing during Q4 2024, establishing 11 new positions while fully exiting 10 holdings and trimming 83 positions.
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.54% | -0.11% | -1.22% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 9.38% | +0.06% | -0.89% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.84% | +0.02% | +8.67% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 6.59% | -0.08% | -0.21% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.44% | -0.09% | -0.55% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.64% | -0.56% | +0.87% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.55% | -0.33% | +6.22% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.41% | -0.02% | +1.74% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.57% | -0.28% | -0.14% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.37% | +0.42% | +1.14% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | -0.09% | -1.01% | |
| 12 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.90% | -0.03% | — | |
| 13 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.89% | -0.11% | +6.90% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 1.45% | -0.16% | -0.58% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.41% | -0.16% | +21.87% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.33% | -0.09% | -0.83% | |
| 17 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 1.25% | -0.17% | +11.34% | |
| 18 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.00% | +0.01% | +1.34% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 1.00% | +0.76% | — | |
| 20 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.92% | -0.11% | -0.86% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.86% | +0.10% | -0.34% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.84% | -0.03% | -1.61% | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.83% | -0.06% | -0.29% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.23% | +0.17% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | -0.04% | -0.09% | |
| 26 | WRB | Wr Berkley CORP | Stock-Financials | 0.77% | -0.06% | -0.01% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.76% | -0.32% | -0.72% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.04% | +8.72% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 0.68% | -0.01% | +18.15% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | — | -0.59% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.10% | -0.67% | |
| 32 | UBER | Uber Technologies Inc | Stock-Industrials | 0.61% | -0.06% | -1.57% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.61% | -0.06% | -1.46% | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.54% | +0.08% | — | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | — | -0.07% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | +0.01% | -1.30% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.49% | +0.44% | +8.10% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.48% | — | -3.64% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.46% | +0.01% | -0.51% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.45% | — | -3.53% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.04% | -0.18% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.42% | -0.03% | +4.20% | |
| 43 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.41% | -0.04% | +7.57% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.41% | -0.03% | -2.86% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | +0.08% | -1.56% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.06% | -1.26% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.03% | +14.18% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.37% | -0.02% | -0.96% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | -0.06% | -2.73% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | -0.02% | -0.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLRE | Ss Real Estate Select Sector | +1.9% | NEW | New buy |
| 2 | LRCX | Lam Research CORP | +1% | NEW | New buy |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | +0.5% | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | +0.5% | -0.55% | Trim |
| 5 | PLTR | Palantir Technologies Inc-a | +0.4% | -0.72% | Trim |
| 6 | VOO | Vanguard S&p 500 ETF | +0.3% | +8.67% | Add |
| 7 | TSLA | Tesla Inc | +0.3% | +8.72% | Add |
| 8 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 9 | AVUV | Avantis US Small Cap Value | +0.2% | +21.87% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +1.14% | Add |
| 11 | NVDA | Nvidia CORP | +0.2% | +1.74% | Add |
| 12 | CRM | Salesforce Inc | +0.2% | -0.58% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -1.01% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +14.18% | Add |
| 15 | IMCB | Ishares Morningstar Mid-cap | +0.1% | +11.34% | Add |
| 16 | V | Visa Inc-class A Shares | +0.1% | -0.09% | Trim |
| 17 | SCHW | Schwab (charles) CORP | +0.1% | -0.29% | Trim |
| 18 | AVGO | Broadcom Inc | +0.1% | +14.10% | Add |
| 19 | HIMS | Hims & Hers Health Inc | +0.1% | +23.46% | Add |
| 20 | XLF | Ss Financial Select Sector | 0% | +78.80% | Add |
| 21 | ILCV | Ishares Morningstar Value Et | 0% | NEW | New buy |
| 22 | MSTR | Strategy Inc | 0% | +2.17% | Add |
| 23 | SOFI | Sofi Technologies Inc | 0% | +0.33% | Add |
| 24 | GS | Goldman Sachs Group Inc | 0% | -0.51% | Trim |
| 25 | NOW | Servicenow Inc | 0% | — | Unchanged |
| 26 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 27 | CRWD | Crowdstrike Holdings Inc - A | 0% | +7.98% | Add |
| 28 | JPST | Jpmorgan Ultra-short Income | 0% | NEW | New buy |
| 29 | WMT | Walmart Inc | 0% | -0.67% | Trim |
| 30 | BAC | Bank Of America CORP | 0% | -0.59% | Trim |
| 31 | EFA | Ishares Msci Eafe ETF | 0% | NEW | New buy |
| 32 | CIBR | First Trust Nasdaq Cybersecu | 0% | NEW | New buy |
| 33 | AMP | Ameriprise Financial Inc | 0% | NEW | New buy |
| 34 | COIN | Coinbase Global Inc -class A | 0% | NEW | New buy |
| 35 | BX | Blackstone Inc | 0% | -0.96% | Trim |
| 36 | NFLX | Netflix Inc | 0% | -5.76% | Trim |
| 37 | BMY | Bristol-myers Squibb Co | 0% | +2.39% | Add |
| 38 | CSCO | Cisco Systems Inc | 0% | +1.62% | Add |
| 39 | MA | Mastercard Inc - A | 0% | +11.35% | Add |
| 40 | KYN | Kayne Anderson Energy Infra | 0% | NEW | New buy |
| 41 | FDN | First Trust Dj Internet Ind | 0% | -0.53% | Trim |
| 42 | WFC | Wells Fargo & Co | 0% | +0.26% | Add |
| 43 | UNM | Unum Group | 0% | +0.28% | Add |
| 44 | MS | Morgan Stanley | 0% | +12.62% | Add |
| 45 | STT | State Street CORP | 0% | — | Unchanged |
| 46 | DKS | Dick's Sporting Goods Inc | 0% | +1.03% | Add |
| 47 | XLC | Ss Comm Select Sector Spdr | 0% | +0.26% | Add |
| 48 | SMH | Vaneck Semiconductor ETF | — | +8.10% | Add |
| 49 | PANW | Palo Alto Networks Inc | — | +108.00% | Add |
| 50 | BITO | Proshares Bitcoin Etf-usd | — | +12.32% | Add |
According to official SEC Form 13F filings, Means Investment Co., Inc. reported a total U.S. public equity portfolio value of $1.3B across 205 disclosed positions in Q4 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 28.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
XLRE
市值: $18.2M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $11.0M
During Q4 2024, Means Investment Co., Inc.'s top holdings by market value included AAPL (9.5%)、MGK (9.4%)、VOO (7.8%). The largest single position, AAPL, represented 9.5% of total portfolio value.
In Q4 2024, Means Investment Co., Inc. made 189 total portfolio adjustments, initiating 11 new buys, adding to 85 positions, trimming 83 holdings, and fully liquidating 10 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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