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CIK: 0000701516
Total reported value
$1.3B
$1.3B
185 檔
39.3%
During the Q4 2025 filing period, Means Investment Co., Inc. (CIK: 0000701516) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 185 reported positions.
In Q4 2025, Means Investment Co., Inc. adopted a defensive or profit-taking posture, trimming 97 positions and completely liquidating 12 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 | 17.73% | +0.02% | +7.12% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 7.86% | -0.33% | +2.61% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 7.31% | +0.08% | +4.87% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.84% | -0.11% | -1.56% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.14% | -0.56% | +2.09% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.12% | -0.02% | +1.25% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.69% | -0.09% | -0.50% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.41% | -0.16% | +2.10% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.36% | +0.06% | -2.08% | |
| 10 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 2.98% | -0.17% | +4.13% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | +0.42% | -3.91% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 2.06% | -0.01% | -4.43% | |
| 13 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.94% | -0.11% | +6.20% | |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.78% | +0.06% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.75% | -0.28% | +3.48% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.09% | -2.14% | |
| 17 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.66% | -0.08% | -3.19% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.27% | -0.32% | -2.50% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.01% | +0.04% | -0.21% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.99% | +0.01% | +3.31% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.09% | -1.74% | |
| 22 | LRCX | Lam Research CORP | Stock-Tech | 0.84% | +0.76% | -1.12% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.08% | +6.32% | |
| 24 | WRB | Wr Berkley CORP | Stock-Financials | 0.75% | -0.06% | +0.00% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.06% | -0.80% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | — | -0.57% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | -0.04% | +0.67% | |
| 28 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.52% | +0.44% | +11.68% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.23% | -8.73% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.03% | -0.07% | |
| 31 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.49% | -0.11% | -1.86% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.47% | -0.03% | -1.12% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | — | -5.67% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.10% | -1.13% | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.42% | -0.03% | -0.90% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.06% | -10.78% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | +0.08% | -6.82% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.35% | -0.16% | -11.19% | |
| 39 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.34% | -0.06% | -4.55% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.16% | -0.52% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.32% | +0.01% | -1.53% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | -0.06% | -3.19% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.29% | -0.06% | +0.59% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.28% | +0.10% | -6.50% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.28% | -0.06% | +0.04% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.04% | -15.92% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.26% | -0.02% | -0.68% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.25% | -0.21% | +1171.34% | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.25% | — | +0.65% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.24% | -0.06% | +2.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.1% | +7.12% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -3.91% | Trim |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | +0.4% | +4.87% | Add |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +2.61% | Add |
| 5 | LRCX | Lam Research CORP | +0.2% | -1.12% | Trim |
| 6 | AAPL | Apple Inc | +0.2% | -1.56% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.07% | Trim |
| 8 | SMH | Vaneck Semiconductor ETF | +0.1% | +11.68% | Add |
| 9 | PYLD | Pimco Multisector Bond Actv | +0.1% | +171.83% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | -0.50% | Trim |
| 11 | XLV | Ss Health Care Select Sector | +0.1% | -4.43% | Trim |
| 12 | LLY | Eli Lilly & Co | +0.1% | -10.78% | Trim |
| 13 | AVUV | Avantis US Small Cap Value | +0.1% | +2.10% | Add |
| 14 | JBND | Jpmorgan Active Bond ETF | +0.1% | +6.20% | Add |
| 15 | AVGO | Broadcom Inc | +0.1% | +6.32% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -0.68% | Trim |
| 17 | MU | Micron Technology Inc | 0% | -3.40% | Trim |
| 18 | IMCB | Ishares Morningstar Mid-cap | 0% | +4.13% | Add |
| 19 | CCJ | Cameco CORP | 0% | +24.94% | Add |
| 20 | XLF | Ss Financial Select Sector | 0% | +3.31% | Add |
| 21 | BAC | Bank Of America CORP | 0% | -0.57% | Trim |
| 22 | NUE | Nucor CORP | 0% | +0.02% | Add |
| 23 | XBI | Ss Spdr S&p Biotech ETF | 0% | +4.19% | Add |
| 24 | B | Barrick Mining CORP | 0% | +0.24% | Add |
| 25 | WMT | Walmart Inc | 0% | -1.13% | Trim |
| 26 | GS | Goldman Sachs Group Inc | 0% | -1.53% | Trim |
| 27 | XOM | Exxon Mobil CORP | 0% | -0.52% | Trim |
| 28 | TJX | Tjx Companies Inc | 0% | +0.04% | Add |
| 29 | CAC | Camden National CORP | 0% | -1.09% | Trim |
| 30 | AMD | Advanced Micro Devices | 0% | -2.57% | Trim |
| 31 | SHOP | Shopify Inc - Class A | 0% | +0.42% | Add |
| 32 | CAT | Caterpillar Inc | 0% | -5.36% | Trim |
| 33 | PFE | Pfizer Inc | 0% | +214.79% | Add |
| 34 | OEF | Ishares S&p 100 ETF | 0% | +0.65% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | -5.17% | Trim |
| 36 | IDXX | Idexx Laboratories Inc | 0% | — | Unchanged |
| 37 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 38 | NDAQ | Nasdaq Inc | 0% | +0.50% | Add |
| 39 | AXP | American Express Co | 0% | +0.08% | Add |
| 40 | STT | State Street CORP | 0% | — | Unchanged |
| 41 | TD | Toronto-dominion Bank | 0% | -1.59% | Trim |
| 42 | ILCV | Ishares Morningstar Value Et | 0% | +0.50% | Add |
| 43 | V | Visa Inc-class A Shares | — | +0.67% | Add |
| 44 | JNJ | Johnson & Johnson | — | -6.82% | Trim |
| 45 | AMGN | Amgen Inc | — | +0.61% | Add |
| 46 | IBB | Ishares Biotechnology ETF | — | -5.32% | Trim |
| 47 | IHI | Ishares U.s. Medical Devices | — | -1.86% | Trim |
| 48 | RTX | Rtx CORP | — | -5.93% | Trim |
| 49 | MCD | Mcdonald's CORP | — | +2.18% | Add |
| 50 | CB | Chubb Limited | — | +0.04% | 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 185 disclosed positions in Q4 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 39.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
FBTC
市值: $21.1M
Top Position Liquidated / Trimmed
XLB
前期市值: $451.8K
During Q4 2025, Means Investment Co., Inc.'s top holdings by market value included VOO (17.7%)、VEU (7.9%)、XLG (7.3%). The largest single position, VOO, represented 17.7% of total portfolio value.
In Q4 2025, Means Investment Co., Inc. made 185 total portfolio adjustments, initiating 8 new buys, adding to 68 positions, trimming 97 holdings, and fully liquidating 12 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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