1y return+18.4%S&P 500 +20.9%
3y return+62.9%S&P 500 +68.5%
5y return+57.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $280 against $299 in the S&P 500.2
Means Investment Co., Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $236.6M | 17.9% | |
| VEUVanguard Intl Equity Index F | $105.2M | 7.9% | |
| XLGInvesco Exchange Traded Fd T | $99.5M | 7.5% | +3.9% |
| AAPLApple Inc | $85.6M | 6.5% | |
| NVDANvidia Corporation | $52.6M | 4.0% | |
| AVUVAmerican Centy Etf Tr | $48.1M | 3.6% | −2.2% |
| AMZNAmazon Com Inc | $44.8M | 3.4% | −1.9% |
| MGKVanguard World Fd | $41.4M | 3.1% | −1.7% |
| IMCBIshares Tr | $39.3M | 3.0% | −5.8% |
| MSFTMicrosoft Corp | $37.2M | 2.8% | −4.7% |
| GOOGAlphabet Inc | $34.0M | 2.6% | +12.2% |
| XLVSelect Sector Spdr Tr | $27.1M | 2.0% | +5.8% |
| JBNDJ P Morgan Exchange Traded F | $25.3M | 1.9% | +9.7% |
| LRCXLam Research Corp | $23.9M | 1.8% | −2.4% |
| JPIEJ P Morgan Exchange Traded F | $23.1M | 1.7% | New |
| MGVVanguard World Fd | $21.8M | 1.6% | −2.4% |
| FBTCFidelity Wise Origin Bitcoin | $21.2M | 1.6% | +39.0% |
| JPMJpmorgan Chase & Co | $20.9M | 1.6% | −1.9% |
| METAMeta Platforms Inc | $17.1M | 1.3% | −4.0% |
| SMHVaneck Etf Trust | $13.8M | 1.0% | +17.3% |
| XLFSelect Sector Spdr Tr | $12.9M | 1.0% | +6.7% |
| TSLATesla Inc | $12.1M | 0.9% | +5.8% |
| AVGOBroadcom Inc | $10.8M | 0.8% | +8.3% |
| BRK/BBerkshire Hathaway Inc Del | $10.0M | 0.8% | −2.2% |
| PLTRPalantir Technologies Inc | $9.9M | 0.8% | +1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $52.6M |
| SMHVaneck Etf Trust | June 30, 2020 | +758.5% | $13.8M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $5.7M |
| AMDAdvanced Micro Devices Inc | June 30, 2021 | +518.4% | $4.8M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $23.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $6.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $34.0M |
| PLTRPalantir Technologies Inc | December 31, 2020 | +395.4% | $9.9M |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $10.8M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $20.9M |
Sold off last quarter
- PFEPfizer Inc was $367K
- HDVIshares Tr was $287K
- DKNGDraftkings Inc New was $252K
- CEGConstellation Energy Corp was $209K
- RSPInvesco Exchange Traded Fd T was $175K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.1% | +14.8% |
| March 31, 2026 | −5.2% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +9.0% | +7.8% |
| June 30, 2025 | +10.3% | +10.5% |
| March 31, 2025 | −4.1% | −4.6% |
| December 31, 2024 | +2.7% | +2.1% |
| September 30, 2024 | +4.4% | +5.4% |
| June 30, 2024 | +4.6% | +4.0% |
| March 31, 2024 | +8.8% | +10.0% |
| December 31, 2023 | +11.7% | +11.2% |
| September 30, 2023 | −4.5% | −3.6% |
| June 30, 2023 | +9.1% | +8.3% |
| March 31, 2023 | +8.7% | +7.0% |
| December 31, 2022 | +4.7% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −18.2% | −16.5% |
| March 31, 2022 | −6.3% | −4.9% |
| December 31, 2021 | +7.8% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Means Investment Co., Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=701516&type=13F-HR&dateb=&owner=include&count=40CIK 701516
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/701516/000070151626000004/Filed August 14, 2026 · accession 0000701516-26-000004