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CIK: 0000701516
Total reported value
$1.3B
$1.3B
190 檔
33.1%
In Q2 2025, Means Investment Co., Inc.'s U.S. equity holdings reached a combined market value of $1.3B, distributed across 190 disclosed stock positions.
Means Investment Co., Inc. executed strategic sector rebalancing during Q2 2025, establishing 12 new positions while fully exiting 13 holdings and trimming 82 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.36% | +0.02% | +3.22% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 7.43% | -0.33% | +2.71% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 6.72% | +0.08% | +7.36% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.22% | -0.11% | -0.43% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.74% | -0.56% | +0.42% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.12% | -0.02% | +1.87% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.06% | -0.09% | -0.42% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.68% | +0.06% | -3.77% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.11% | -0.16% | +3.64% | |
| 10 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 2.41% | -0.17% | +5.32% | |
| 11 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.37% | -0.03% | +3.17% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.20% | -0.28% | -1.43% | |
| 13 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.03% | -0.08% | -5.36% | |
| 14 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.85% | -0.11% | +1.70% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.82% | -0.01% | +33.00% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.76% | -0.09% | +1.13% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | +0.42% | -0.43% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.13% | -0.32% | +3.91% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.09% | +1.86% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.90% | +0.01% | +6.02% | |
| 21 | WRB | Wr Berkley CORP | Stock-Financials | 0.88% | -0.06% | +0.00% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | +0.04% | +14.57% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.77% | +0.10% | -1.82% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.06% | -0.76% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.61% | -0.11% | -4.95% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.23% | +4.45% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.04% | -0.65% | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 0.57% | +0.76% | -3.24% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | -0.03% | -4.27% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.55% | -0.03% | -0.61% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | — | -2.25% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.08% | +18.40% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.16% | -3.41% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.10% | +0.06% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | — | +0.07% | |
| 36 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.44% | +0.44% | -11.34% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.04% | +15.75% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.39% | -0.06% | -0.39% | |
| 39 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.39% | -0.06% | -4.44% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | -0.06% | -0.66% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.06% | +4.02% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.03% | -1.80% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | +0.08% | -2.48% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.33% | +0.01% | -1.46% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.16% | -0.40% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.29% | — | — | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.27% | -0.03% | -10.28% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.27% | -0.06% | -1.04% | |
| 49 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.26% | -0.04% | +0.27% | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.25% | -0.06% | -1.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +1.87% | Add |
| 2 | MSFT | Microsoft CORP | +0.7% | +0.42% | Add |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | +0.5% | +7.36% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.4% | +3.91% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.3% | +3.22% | Add |
| 6 | OEF | Ishares S&p 100 ETF | +0.3% | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | +0.3% | -1.43% | Trim |
| 8 | AVGO | Broadcom Inc | +0.2% | +18.40% | Add |
| 9 | ORCL | Oracle CORP | +0.2% | -0.76% | Trim |
| 10 | XLV | Ss Health Care Select Sector | +0.2% | +33.00% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | +14.57% | Add |
| 12 | ADX | Adams Diversified Equity | +0.2% | NEW | New buy |
| 13 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +2.71% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +1.13% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | -0.42% | Trim |
| 16 | LRCX | Lam Research CORP | +0.1% | -3.24% | Trim |
| 17 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | -3.77% | Trim |
| 18 | UBER | Uber Technologies Inc | +0.1% | -0.39% | Trim |
| 19 | NFLX | Netflix Inc | +0.1% | +5.86% | Add |
| 20 | CVS | Cvs Health CORP | +0.1% | +184.39% | Add |
| 21 | GS | Goldman Sachs Group Inc | 0% | -1.46% | Trim |
| 22 | HIMS | Hims & Hers Health Inc | 0% | -10.23% | Trim |
| 23 | CRWD | Crowdstrike Holdings Inc - A | 0% | -0.80% | Trim |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1551.01% | Add |
| 25 | PYLD | Pimco Multisector Bond Actv | 0% | NEW | New buy |
| 26 | CSX | Csx CORP | 0% | NEW | New buy |
| 27 | IMCB | Ishares Morningstar Mid-cap | 0% | +5.32% | Add |
| 28 | SOFI | Sofi Technologies Inc | 0% | +12.00% | Add |
| 29 | ALL | Allstate CORP | 0% | NEW | New buy |
| 30 | B | Barrick Mining CORP | 0% | NEW | New buy |
| 31 | COIN | Coinbase Global Inc -class A | 0% | NEW | New buy |
| 32 | GOOG | Alphabet Inc-cl C | 0% | -0.43% | Trim |
| 33 | SMH | Vaneck Semiconductor ETF | 0% | -11.34% | Trim |
| 34 | IBM | Intl Business Machines CORP | 0% | +7.08% | Add |
| 35 | NOW | Servicenow Inc | 0% | — | Unchanged |
| 36 | MSTR | Strategy Inc | 0% | +0.38% | Add |
| 37 | AMD | Advanced Micro Devices | 0% | +42.49% | Add |
| 38 | ETN | Eaton Corporation plc | 0% | +0.96% | Add |
| 39 | KR | Kroger Co | 0% | NEW | New buy |
| 40 | T | At&t Inc | 0% | +68.61% | Add |
| 41 | CEG | Constellation Energy | 0% | NEW | New buy |
| 42 | OKLO | Oklo Inc | 0% | NEW | New buy |
| 43 | IDXX | Idexx Laboratories Inc | 0% | -1.93% | Trim |
| 44 | SNOW | Snowflake Inc | 0% | -14.24% | Trim |
| 45 | AMP | Ameriprise Financial Inc | 0% | NEW | New buy |
| 46 | EFG | Ishares Msci Eafe Growth ETF | 0% | NEW | New buy |
| 47 | MU | Micron Technology Inc | 0% | -0.02% | Trim |
| 48 | PM | Philip Morris International | 0% | -0.61% | Trim |
| 49 | SHOP | Shopify Inc - Class A | 0% | -1.88% | Trim |
| 50 | CARR | Carrier Global CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Means Investment Co., Inc. reported a total U.S. public equity portfolio value of $1.3B across 190 disclosed positions in Q2 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, VEU, XLG) accounted for 33.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
OEF
市值: $3.0M
Top Position Liquidated / Trimmed
NKE
前期市值: $592.4K
During Q2 2025, Means Investment Co., Inc.'s top holdings by market value included VOO (16.4%)、VEU (7.4%)、XLG (6.7%). The largest single position, VOO, represented 16.4% of total portfolio value.
In Q2 2025, Means Investment Co., Inc. made 183 total portfolio adjustments, initiating 12 new buys, adding to 76 positions, trimming 82 holdings, and fully liquidating 13 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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