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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 $960,681,598
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 366,044 $91,664,863 9.54%
2.
Vanguard World Fd
 262,363 $90,098,143 9.37%
3.
Vanguard Index Fds
 139,841 $75,347,610 7.84%
4.
Vanguard World Fd
 506,470 $63,263,108 6.58%
5.
Amazon Com Inc
 AMZN 238,207 $52,260,284 5.43%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)