Means Investment Co.
Means Investment Co. reported 198 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VOO (17.9%), VEU (8.0%) and XLG (7.5%). Compared with Q1 2026, the fund opened new positions in JPIE, added to VOO, XLG and NVDA, trimmed VEU, AAPL and AVUV and sold out of PFE, HDV and DKNG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $237M | 17.9% | 345K | +1,668 (+0%) | 8 of 8 | |
| 2 |  VEU Vanguard Intl Equity Index F | $105M | 8.0% | 1.3M | −8,711 (−1%) | 8 of 8 | |
| 3 |  XLG Invesco Exchange Traded FD T | $99.5M | 7.5% | 1.6M | +60K (+4%) | 7 of 8 | |
| 4 |  AAPL Apple Inc | $85.6M | 6.5% | 296K | −1,391 (−0%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $52.6M | 4.0% | 263K | +1,000 (+0%) | 8 of 8 | |
| 6 |  AVUV American Centy ETF TR | $48.1M | 3.6% | 385K | −8,780 (−2%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $44.8M | 3.4% | 188K | −3,686 (−2%) | 8 of 8 | |
| 8 |  MGK Vanguard Mega Cap Growth | $41.4M | 3.1% | 471K | +375K (+392%) | 8 of 8 | |
| 9 |  IMCB Ishares TR | $39.3M | 3.0% | 407K | −25K (−6%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $37.2M | 2.8% | 100K | −4,964 (−5%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 WELL Welltower Inc | Call | $182K | 800 | +200 |
 XLE Select Sector Spdr TR | Call | $181K | 3,400 | −300 |
 HIMS Hims & Hers Health Inc | Call | $80K | 2,300 | +2,300 |
 CLF Cleveland-Cliffs Inc New | Call | $79K | 8,400 | +8,400 |
 AVGO Broadcom Inc | Call | $76K | 200 | −800 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Means Investment Co. 13F FAQ
What does Means Investment Co. own?
Means Investment Co. reported 198 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Means Investment Co. buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 77 added to, 88 trimmed and 5 sold out. New positions include JPIE. It sold all of PFE, HDV and DKNG.
When will Means Investment Co. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Means Investment Co.'s portfolio worth?
The Q2 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.