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CIK: 0000701516
Total reported value
$1.3B
$1.3B
193 檔
38.2%
At the close of Q1 2026, Means Investment Co., Inc. disclosed equity holdings valued at approximately $1.3B, spread across 193 reported holdings.
Means Investment Co., Inc. executed strategic sector rebalancing during Q1 2026, establishing 13 new positions while fully exiting 5 holdings and trimming 85 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.85% | +0.02% | +2.17% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 8.27% | -0.33% | -0.32% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 7.43% | +0.08% | +6.84% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.57% | -0.11% | -0.54% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.99% | -0.02% | +0.01% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.79% | -0.16% | -0.65% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.48% | -0.09% | +1.18% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | -0.56% | +2.86% | |
| 9 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 3.14% | -0.17% | +1.03% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.07% | +0.06% | -0.95% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.15% | +0.42% | -0.29% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 2.06% | -0.01% | +2.12% | |
| 13 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 2.02% | -0.11% | +1.66% | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.73% | -0.08% | -2.20% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | -0.09% | +3.04% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | -0.28% | +1.05% | |
| 17 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.54% | +0.06% | +7.72% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.07% | -0.32% | -0.35% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 1.05% | +0.76% | -3.07% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.97% | +0.01% | +4.88% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | +0.04% | +2.78% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.09% | -0.40% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.23% | +6.07% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.08% | +6.17% | |
| 25 | WRB | Wr Berkley CORP | Stock-Financials | 0.73% | -0.06% | -0.12% | |
| 26 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.60% | +0.44% | +5.44% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | — | -1.59% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.16% | -0.04% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.48% | -0.03% | -2.63% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.10% | -5.75% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | -0.04% | +1.64% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.03% | +0.82% | |
| 33 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.47% | +0.23% | +200.46% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | +0.08% | -0.80% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | — | -2.53% | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | -0.03% | -2.40% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.06% | +1.32% | |
| 38 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.41% | -0.11% | -4.58% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.06% | -1.91% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.04% | +16.86% | |
| 41 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.33% | -0.06% | -1.14% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.32% | +0.01% | -2.15% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.30% | -0.06% | -0.88% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.29% | -0.02% | -3.45% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.29% | +0.10% | -3.59% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | -0.21% | +4.59% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.27% | -0.03% | +8.38% | |
| 48 | UBER | Uber Technologies Inc | Stock-Industrials | 0.26% | -0.06% | +1.06% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.26% | -0.16% | +2.93% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.25% | -0.06% | -0.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +0.4% | -0.32% | Trim |
| 2 | AVUV | Avantis US Small Cap Value | +0.4% | -0.65% | Trim |
| 3 | PYLD | Pimco Multisector Bond Actv | +0.3% | +200.46% | Add |
| 4 | CVX | Chevron CORP | +0.2% | +6.07% | Add |
| 5 | LRCX | Lam Research CORP | +0.2% | -3.07% | Trim |
| 6 | XOM | Exxon Mobil CORP | +0.2% | -0.04% | Trim |
| 7 | IMCB | Ishares Morningstar Mid-cap | +0.2% | +1.03% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.17% | Add |
| 9 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +6.84% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | -0.80% | Trim |
| 11 | SMH | Vaneck Semiconductor ETF | +0.1% | +5.44% | Add |
| 12 | JBND | Jpmorgan Active Bond ETF | +0.1% | +1.66% | Add |
| 13 | MGV | Vanguard Mega Cap Value ETF | +0.1% | -2.20% | Trim |
| 14 | CRWV | Coreweave Inc-cl A | +0.1% | +196.98% | Add |
| 15 | PG | Procter & Gamble Co/the | +0.1% | +16.86% | Add |
| 16 | CVS | Cvs Health CORP | 0% | +187.35% | Add |
| 17 | RTX | Rtx CORP | 0% | +8.38% | Add |
| 18 | WMT | Walmart Inc | 0% | -5.75% | Trim |
| 19 | VLO | Valero Energy CORP | 0% | +5.69% | Add |
| 20 | XLE | Ss Energy Select Sector | 0% | +64.75% | Add |
| 21 | CCJ | Cameco CORP | 0% | +1.90% | Add |
| 22 | MRK | Merck & Co. Inc. | 0% | -3.45% | Trim |
| 23 | NEE | Nextera Energy Inc | 0% | +2.72% | Add |
| 24 | CAT | Caterpillar Inc | 0% | -1.07% | Trim |
| 25 | COP | Conocophillips | 0% | +0.03% | Add |
| 26 | T | At&t Inc | 0% | +68.80% | Add |
| 27 | PFE | Pfizer Inc | 0% | -20.26% | Trim |
| 28 | MS | Morgan Stanley | 0% | +89.45% | Add |
| 29 | PSX | Phillips 66 | 0% | +1.73% | Add |
| 30 | MU | Micron Technology Inc | 0% | +0.78% | Add |
| 31 | VZ | Verizon Communications Inc | 0% | +6.87% | Add |
| 32 | MO | Altria Group Inc | 0% | -0.01% | Trim |
| 33 | NFLX | Netflix Inc | 0% | +4.59% | Add |
| 34 | NOC | Northrop Grumman CORP | 0% | -1.03% | Trim |
| 35 | LMT | Lockheed Martin CORP | 0% | +6.02% | Add |
| 36 | CSCO | Cisco Systems Inc | 0% | +10.45% | Add |
| 37 | LNG | Cheniere Energy Inc | 0% | +8.18% | Add |
| 38 | MPC | Marathon Petroleum CORP | 0% | +0.39% | Add |
| 39 | CAC | Camden National CORP | 0% | -1.74% | Trim |
| 40 | KO | Coca-cola Co/the | 0% | +1.41% | Add |
| 41 | TJX | Tjx Companies Inc | 0% | -0.88% | Trim |
| 42 | PM | Philip Morris International | 0% | -2.40% | Trim |
| 43 | ETN | Eaton Corporation plc | 0% | +0.10% | Add |
| 44 | AMGN | Amgen Inc | 0% | +4.48% | Add |
| 45 | CSX | Csx CORP | 0% | +5.47% | Add |
| 46 | BMY | Bristol-myers Squibb Co | 0% | -2.96% | Trim |
| 47 | DE | Deere & Co | 0% | -8.89% | Trim |
| 48 | GILD | Gilead Sciences Inc | 0% | +0.10% | Add |
| 49 | NVS | Novartis Ag-sponsored Adr | 0% | -2.00% | Trim |
| 50 | PEP | Pepsico Inc | 0% | -3.59% | 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 193 disclosed positions in Q1 2026.
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 38.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
GE
市值: $676.1K
Top Position Liquidated / Trimmed
BA
前期市值: $231.5K
During Q1 2026, Means Investment Co., Inc.'s top holdings by market value included VOO (17.9%)、VEU (8.3%)、XLG (7.4%). The largest single position, VOO, represented 17.9% of total portfolio value.
In Q1 2026, Means Investment Co., Inc. made 186 total portfolio adjustments, initiating 13 new buys, adding to 83 positions, trimming 85 holdings, and fully liquidating 5 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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