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Home > Institutional Investor > Means Investment Co., Inc. > Profile

Instuitional Investor - Means Investment Co., Inc.

Fund Profile
Filing Period:
Fund Name: Means Investment Co., Inc.
Portfolio Value $693,944,714
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 396,538 $76,345,511 11%
2.
Vanguard World Fd
 231,003 $59,947,674 8.63%
3.
Vanguard Index Fds
 104,495 $45,643,362 6.57%
4.
Vanguard World Fd
 389,460 $42,595,266 6.13%
5.
Microsoft Corp
 MSFT 108,282 $40,718,501 5.86%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)