account_balance
Investment manager · 13F filer · SEC CIK 701516
Means Investment Co., Inc.
Reported value$1.38Bas of Sep 30, 2026
Positions183 3 new, 18 sold out
Top 10 weight61.1%VOO alone is 18%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
18.0%Added +2%
VEUVanguard Intl Equity Index F
7.8%Added +3%
XLGInvesco Exchange Traded Fd T
7.6%
AAPLApple Inc.
7.0%Trimmed −2%
NVDANVIDIA Corp
4.2%Trimmed −3%
MSFTMicrosoft Corp
3.5%Trimmed −5%
AVUVAmerican Centy ETF Tr
3.5%Added +7%
AMZNAmazon.com Inc
3.4%
MGKVanguard World Fd
3.0%Trimmed −4%
IMCBiShares Tr
3.0%+7%
GOOGAlphabet Inc.
2.4%
JPIEJ P Morgan Exchange Traded F
2.4%
VOOVanguard Index FDS
18.0%Added +2%
VEUVanguard Intl Equity Index F
7.8%
XLGInvesco Exchange Traded Fd T
7.6%
AAPLApple Inc.
7.0%−2%
NVDANVIDIA Corp
4.2%−3%
MSFTMicrosoft Corp
3.5%
AVUVAmerican Centy ETF Tr
3.5%
AMZNAmazon.com Inc
3.4%
MGK3.0%
IMCB
GOOGJPIE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 18.0% Added +2%
VEU Vanguard Intl Equity Index F 7.8% Added +3%
XLG Invesco Exchange Traded Fd T 7.6% Held
AAPL Apple Inc. 7.0% Trimmed −2%NVDA NVIDIA Corp 4.2% Trimmed −3%MSFT Microsoft Corp 3.5% Trimmed −5%AVUV American Centy ETF Tr 3.5% Added +7%
AMZN Amazon.com Inc 3.4% HeldMGK Vanguard World Fd 3.0% Trimmed −4%
IMCB iShares Tr 3.0% Added +7%
GOOG Alphabet Inc. 2.4% HeldJPIE J P Morgan Exchange Traded F 2.4% Added +47%
What changed
Biggest moves since Jun 30, 2026
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