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CIK: 0000701516
Total reported value
$1.3B
$1.3B
191 檔
29.3%
As reported in its official Q1 2025 Form 13F filing, Means Investment Co., Inc.'s tracked investment portfolio stood at $1.3B with 191 total positions.
In Q1 2025, Means Investment Co., Inc. displayed an active expansion posture, initiating 191 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.07% | +0.02% | +110.60% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.58% | -0.11% | -12.17% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 7.32% | -0.33% | +49.07% | |
| 4 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 6.20% | +0.08% | +1122.26% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.00% | -0.56% | -5.13% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.96% | -0.09% | -17.69% | |
| 7 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.61% | +0.06% | -58.02% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.22% | -0.16% | +148.56% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.11% | -0.02% | +10.49% | |
| 10 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.61% | -0.03% | +31.01% | |
| 11 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 2.38% | -0.17% | +92.26% | |
| 12 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.36% | -0.08% | -65.91% | |
| 13 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 2.03% | -0.11% | +3.08% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.95% | -0.28% | -24.31% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.66% | -0.01% | +125.09% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.65% | -0.09% | -22.06% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.57% | +0.42% | -20.64% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.09% | -29.99% | |
| 19 | WRB | Wr Berkley CORP | Stock-Financials | 0.96% | -0.06% | — | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.90% | +0.01% | +759.58% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.83% | +0.10% | +1.44% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.76% | -0.32% | -11.86% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.23% | -23.52% | |
| 24 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.69% | -0.11% | -28.81% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.04% | -28.49% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | +0.04% | +37.71% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | -0.03% | -27.82% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.61% | -0.16% | -48.66% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | — | -3.06% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | — | -12.15% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.54% | -0.03% | -1.87% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.06% | -3.44% | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.49% | +0.76% | -52.19% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.10% | -25.22% | |
| 35 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.45% | +0.01% | -50.67% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.04% | -4.47% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.06% | -6.98% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.42% | +0.44% | -2.75% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.06% | +49.86% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | +0.08% | -9.40% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.16% | +52.61% | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.39% | -0.06% | -56.42% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | +0.01% | +29.91% | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.34% | -0.06% | -54.93% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.34% | -0.03% | -19.87% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.03% | +6.89% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | -0.06% | -17.51% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.08% | +147.66% | |
| 49 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.30% | -0.04% | -33.65% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.29% | +0.01% | -35.02% |
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 Q1 2025.
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 VOO, AAPL, VEU) accounted for 29.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $151.3M
During Q1 2025, Means Investment Co., Inc.'s top holdings by market value included VOO (16.1%)、AAPL (7.6%)、VEU (7.3%). The largest single position, VOO, represented 16.1% of total portfolio value.
In Q1 2025, Means Investment Co., Inc. made 191 total portfolio adjustments, initiating 191 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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