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Means Investment Co., Inc.

Portfolio Manager
Means Investment Co., Inc.
Performance
-6.32% (2026 Q1)
AUM (13F)
$1.15B
# of Holdings
192
Performance Rank
Allocation (Top 20)
76.97%

Means Investment Co., Inc. Holdings Map

Top 50 Means Investment Co., Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
17.89%342.9K$204.9M
+2.17%(+7.28K)
2025-Q1: 294.5K shares2025-Q2: 304.0K shares2025-Q3: 313.3K shares2025-Q4: 335.6K shares2026-Q1: 342.9K shares
$484.55(+40.83%)
2026-03-31
VEU
VANGUARD INTL EQUITY INDEX F
8.29%1.26M$95.0M
-0.32%(-4.07K)
2025-Q1: 1.14M shares2025-Q2: 1.17M shares2025-Q3: 1.24M shares2025-Q4: 1.27M shares2026-Q1: 1.26M shares
$58.21(+42.52%)
2026-03-31
XLG
INVESCO EXCHANGE TRADED FD T
7.45%1.56M$85.3M
+6.84%(+100.11K)
2025-Q1: 1.27M shares2025-Q2: 1.36M shares2025-Q3: 1.40M shares2025-Q4: 1.46M shares2026-Q1: 1.56M shares
$49.13(+29.20%)
2026-03-31
AAPL
APPLE INC
6.58%297.1K$75.4M
-0.54%(-1.61K)
2025-Q1: 321.5K shares2025-Q2: 320.1K shares2025-Q3: 303.4K shares2025-Q4: 298.7K shares2026-Q1: 297.1K shares
$51.73(+477.74%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.99%261.7K$45.6M
-0.30%(-782)
2025-Q1: 269.9K shares2025-Q2: 275.0K shares2025-Q3: 259.3K shares2025-Q4: 262.5K shares2026-Q1: 261.7K shares
$52.40(+331.01%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
3.8%394.0K$43.5M
-0.65%(-2.58K)
2025-Q1: 347.6K shares2025-Q2: 360.3K shares2025-Q3: 388.5K shares2025-Q4: 396.6K shares2026-Q1: 394.0K shares
$92.50(+27.37%)
2026-03-31
AMZN
AMAZON COM INC
3.49%191.8K$39.9M
+1.18%(+2.23K)
2025-Q1: 196.1K shares2025-Q2: 195.2K shares2025-Q3: 190.5K shares2025-Q4: 189.6K shares2026-Q1: 191.8K shares
$107.52(+151.23%)
2026-03-31
MSFT
MICROSOFT CORP
3.38%104.6K$38.7M
+2.86%(+2.91K)
2025-Q1: 100.2K shares2025-Q2: 100.6K shares2025-Q3: 99.6K shares2025-Q4: 101.7K shares2026-Q1: 104.6K shares
$170.03(+138.31%)
2026-03-31
IMCB
ISHARES TR
3.15%432.4K$36.1M
+1.03%(+4.39K)
2025-Q1: 302.9K shares2025-Q2: 319.1K shares2025-Q3: 411.0K shares2025-Q4: 428.0K shares2026-Q1: 432.4K shares
$73.01(+24.41%)
2026-03-31
MGK
VANGUARD WORLD FD
3.07%95.8K$35.2M
-0.95%(-915)
2025-Q1: 110.1K shares2025-Q2: 106.0K shares2025-Q3: 98.7K shares2025-Q4: 96.7K shares2026-Q1: 95.8K shares
$36.90(+140.42%)
2026-03-31

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