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CIK: 0000701516
Total reported value
$1.3B
$1.3B
189 檔
36.9%
The Q3 2025 SEC filing reveals that Means Investment Co., Inc. held a total portfolio value of $1.3B, covering 189 public equity positions.
In Q3 2025, Means Investment Co., Inc. adopted a defensive or profit-taking posture, trimming 103 positions and completely liquidating 18 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.60% | +0.02% | +3.06% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 7.64% | -0.33% | +6.01% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 6.95% | +0.08% | +2.60% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.69% | -0.11% | -5.22% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.47% | -0.56% | -1.04% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.19% | -0.02% | -5.70% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.62% | -0.09% | -2.42% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.44% | +0.06% | -6.85% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.35% | -0.16% | +7.83% | |
| 10 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 2.95% | -0.17% | +28.83% | |
| 11 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.50% | -0.03% | +13.44% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 1.99% | -0.01% | +16.09% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.93% | -0.28% | -3.64% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.89% | +0.42% | -5.08% | |
| 15 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.88% | -0.11% | +9.86% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.76% | -0.09% | +0.93% | |
| 17 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.72% | -0.08% | -11.64% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.37% | -0.32% | -1.28% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | +0.04% | +0.54% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.97% | +0.01% | +15.26% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.09% | +3.77% | |
| 22 | WRB | Wr Berkley CORP | Stock-Financials | 0.84% | -0.06% | +0.00% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.82% | -0.06% | +0.32% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.08% | +17.92% | |
| 25 | LRCX | Lam Research CORP | Stock-Tech | 0.68% | +0.76% | -3.78% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.23% | -2.84% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | — | -2.93% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | -0.04% | +2.73% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | — | -5.12% | |
| 30 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.49% | -0.11% | -7.32% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.48% | -0.03% | -11.26% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | -0.03% | -1.10% | |
| 33 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.43% | +0.44% | -8.73% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.10% | -7.73% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.03% | -8.23% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | +0.08% | +0.56% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.16% | -14.46% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.04% | -1.72% | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.35% | -0.06% | -5.86% | |
| 40 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.35% | -0.06% | -5.69% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.06% | +4.16% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.06% | -2.49% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.16% | +4.36% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.31% | +0.10% | -58.67% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.31% | +0.01% | -10.92% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.27% | -0.06% | +0.04% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.26% | -0.21% | +74.47% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.25% | -0.02% | +0.38% | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.24% | — | -14.93% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.24% | -0.06% | -8.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -5.70% | Trim |
| 2 | XLG | Invesco S&p 500 Top 50 ETF | +0.8% | +2.60% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +0.6% | -1.28% | Add |
| 4 | IMCB | Ishares Morningstar Mid-cap | +0.6% | +28.83% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.5% | +3.06% | Add |
| 6 | MSFT | Microsoft CORP | +0.5% | -1.04% | Trim |
| 7 | TSLA | Tesla Inc | +0.4% | +0.54% | Add |
| 8 | AVGO | Broadcom Inc | +0.4% | +17.92% | Add |
| 9 | XLV | Ss Health Care Select Sector | +0.3% | +16.09% | Add |
| 10 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | +6.01% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.3% | -5.08% | Trim |
| 12 | ORCL | Oracle CORP | +0.3% | +0.32% | Trim |
| 13 | LRCX | Lam Research CORP | +0.2% | -3.78% | Trim |
| 14 | AVUV | Avantis US Small Cap Value | +0.1% | +7.83% | Add |
| 15 | NFLX | Netflix Inc | +0.1% | +74.47% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +0.93% | Add |
| 17 | XLF | Ss Financial Select Sector | +0.1% | +15.26% | Add |
| 18 | SOFI | Sofi Technologies Inc | +0.1% | -5.04% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -8.23% | Trim |
| 20 | CVS | Cvs Health CORP | +0.1% | +0.21% | Add |
| 21 | SHOP | Shopify Inc - Class A | 0% | -5.65% | Trim |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | -92.39% | Add |
| 23 | AMD | Advanced Micro Devices | 0% | — | Add |
| 24 | GS | Goldman Sachs Group Inc | 0% | -10.92% | Trim |
| 25 | RTX | Rtx CORP | 0% | +8.95% | Add |
| 26 | MU | Micron Technology Inc | 0% | -11.67% | Trim |
| 27 | MS | Morgan Stanley | 0% | +43.00% | Add |
| 28 | SMH | Vaneck Semiconductor ETF | 0% | -8.73% | Trim |
| 29 | UBER | Uber Technologies Inc | 0% | -5.86% | Trim |
| 30 | HIMS | Hims & Hers Health Inc | 0% | -24.61% | Trim |
| 31 | CAT | Caterpillar Inc | 0% | +0.18% | Trim |
| 32 | IDXX | Idexx Laboratories Inc | 0% | -11.39% | Trim |
| 33 | ETN | Eaton Corporation plc | 0% | -4.55% | Trim |
| 34 | T | At&t Inc | 0% | +0.18% | Add |
| 35 | SNOW | Snowflake Inc | 0% | -2.22% | Trim |
| 36 | BITO | Proshares Bitcoin Etf-usd | 0% | +27.87% | Add |
| 37 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 38 | FNLC | First Bancorp Inc/me | 0% | +40.65% | Add |
| 39 | ZETA | Zeta Global Holdings Corp-a | 0% | — | Unchanged |
| 40 | BX | Blackstone Inc | — | +0.38% | Add |
| 41 | MA | Mastercard Inc - A | — | +11.52% | Add |
| 42 | CRWD | Crowdstrike Holdings Inc - A | — | -9.12% | Trim |
| 43 | VUG | Vanguard Growth ETF | — | -0.35% | Add |
| 44 | VLO | Valero Energy CORP | — | +0.15% | Add |
| 45 | ITA | Ishares U.s. Aerospace & Def | — | -0.09% | Trim |
| 46 | XLK | Ss Technology Select Sector | — | -0.65% | Trim |
| 47 | STT | State Street CORP | — | — | Unchanged |
| 48 | WFC | Wells Fargo & Co | — | -1.37% | Add |
| 49 | MPC | Marathon Petroleum CORP | — | +0.38% | Add |
| 50 | AXP | American Express Co | — | -1.17% | 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 189 disclosed positions in Q3 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 36.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
OEF
市值: $2.8M
Top Position Liquidated / Trimmed
NVO
前期市值: $1.1M
During Q3 2025, Means Investment Co., Inc.'s top holdings by market value included VOO (16.6%)、VEU (7.6%)、XLG (7.0%). The largest single position, VOO, represented 16.6% of total portfolio value.
In Q3 2025, Means Investment Co., Inc. made 194 total portfolio adjustments, initiating 16 new buys, adding to 57 positions, trimming 103 holdings, and fully liquidating 18 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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