StockDriftsStockDriftsTop 50 Means Investment CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.88% | 344.5K | $236.6M | +0.49%(+1.67K) | $490.64(+45.26%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 7.95% | 1.26M | $105.2M | -0.69%(-8.71K) | $58.21(+47.99%) | 2026-06-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 7.52% | 1.62M | $99.5M | +3.86%(+60.35K) | $49.42(+27.37%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.46% | 295.7K | $85.6M | -0.47%(-1.39K) | $51.73(+490.33%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.97% | 262.7K | $52.6M | +0.38%(+1.00K) | $52.89(+327.41%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.63% | 385.2K | $48.1M | -2.23%(-8.78K) | $92.50(+38.55%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.39% | 188.1K | $44.8M | -1.92%(-3.69K) | $107.52(+144.16%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 3.13% | 470.9K | $41.4M | -1.67%(-8.00K) | $36.90(+145.27%) | 2026-06-30 | |
| IMCB | ISHARES TR | 2.97% | 407.2K | $39.3M | -5.83%(-25.20K) | $73.01(+38.23%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.81% | 99.6K | $37.2M | -4.75%(-4.96K) | $170.03(+185.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.35% | +74.30% | +9.91% | +60.37% |
| Top 20 Holdings Unweighted | +19.59% | +71.05% | +7.42% | +43.03% |
Means Investment CO INC reports $1.32B in US-listed equity holdings across 198 positions in its most recent 13F filing. Its largest disclosed positions are VOO (17.9%), VEU (8.0%) and XLG (7.5%). The top 20 holdings account for 76.98% of reported assets. Its disclosed equity book has returned +74.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Means Investment CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 701516). View Means Investment CO INC’s 13F filings on SEC