EdgeMarket › What Means Investment Co., Inc. reported owning
What Means Investment Co., Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
212Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 204.9M | 17.8% | 342.9K | 703.71 | +20.0% |
| VEU Vanguard FTSE All World Ex US ETF | 95.0M | 8.3% | 1.3M | 85.69 | +23.3% |
| XLG Invesco S&P 500 Top 50 ETF | 85.3M | 7.4% | 1.6M | 62.08 | +14.5% |
| AAPL Apple Inc. | 75.4M | 6.6% | 297.1K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 45.6M | 4.0% | 261.7K | 214.72 | +22.4% |
| AVUV Avantis U.S. Small Cap Value ETF | 43.5M | 3.8% | 394.0K | 126.45 | +33.2% |
| AMZN AMAZON COM INC | 39.9M | 3.5% | 191.8K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 38.7M | 3.4% | 104.6K | 483.24 | -4.4% |
| IMCB iShares Morningstar Mid-Cap ETF | 36.1M | 3.1% | 432.4K | 99.92 | +22.9% |
| MGK Vanguard Morningstar Mega Cap Growth ETF | 35.2M | 3.1% | 95.8K | 88.95 | +17.2% |
| GOOG Alphabet Inc. | 24.6M | 2.1% | 85.9K | 341.75 | +70.7% |
| XLV State Street Health Care Select Sector SPDR ET | 23.7M | 2.1% | 161.5K | 174.62 | +27.0% |
| JBND JPMorgan Active Bond ETF | 23.2M | 2.0% | 431.9K | 52.65 | -1.7% |
| MGV Vanguard Morningstar Mega Cap Value ETF | 19.8M | 1.7% | 136.7K | 168.17 | +25.4% |
| JPM JPMORGAN CHASE & CO | 19.2M | 1.7% | 65.2K | 351.58 | +20.3% |
| META Meta Platforms, Inc. | 18.1M | 1.6% | 31.7K | 549.90 | -26.5% |
| FBTC Fidelity Wise Origin Bitcoin Fund | 17.6M | 1.5% | 298.6K | 67.02 | -32.8% |
| PLTR Palantir Technologies Inc. | 12.3M | 1.1% | 84.3K | 179.94 | +15.3% |
| LRCX LAM RESEARCH CORP | 12.1M | 1.1% | 56.6K | 314.00 | +216.7% |
| XLF State Street Financial Select Sector SPDR ETF | 11.2M | 1.0% | 226.1K | 57.48 | +8.7% |
| TSLA Tesla, Inc. | 10.1M | 0.9% | 27.3K | 362.86 | +12.0% |
| unmapped CUSIP 084670702 | 9.8M | 0.9% | 20.5K | — | — |
| CVX CHEVRON CORP | 8.5M | 0.7% | 41.0K | 205.27 | +34.0% |
| WRB BERKLEY W R CORP | 8.4M | 0.7% | 126.3K | 68.60 | -5.6% |
| AVGO Broadcom Inc. | 8.2M | 0.7% | 26.4K | 368.45 | +26.5% |
| SMH VanEck Semiconductor ETF | 6.9M | 0.6% | 18.0K | 560.42 | +93.9% |
| BAC BANK OF AMERICA CORP /DE/ | 5.7M | 0.5% | 116.7K | 61.69 | +27.6% |
| VYM Vanguard High Dividend Yield ETF | 5.6M | 0.5% | 37.6K | 164.97 | +19.9% |
| WMT Walmart Inc. | 5.5M | 0.5% | 44.6K | 103.70 | +1.1% |
| V VISA INC. | 5.5M | 0.5% | 18.3K | 371.04 | +7.9% |
| GOOGL Alphabet Inc. | 5.4M | 0.5% | 18.8K | 344.82 | +73.0% |
| XOM ExxonMobil Holdings Corp | 5.4M | 0.5% | 31.7K | 165.11 | +52.1% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 5.4M | 0.5% | 204.5K | 26.16 | -1.4% |
| JNJ JOHNSON & JOHNSON | 5.3M | 0.5% | 21.7K | 270.24 | +51.1% |
| ABBV AbbVie Inc. | 5.1M | 0.4% | 23.4K | 264.96 | +26.7% |
| PM Philip Morris International Inc. | 5.1M | 0.4% | 30.6K | 188.23 | +8.9% |
| ORCL ORACLE CORP | 5.0M | 0.4% | 34.0K | 146.47 | -37.7% |
| IHI iShares U.S. Medical Devices ETF | 4.7M | 0.4% | 88.9K | 56.17 | -10.3% |
| LLY ELI LILLY & Co | 4.2M | 0.4% | 4.6K | 1,255.40 | +78.0% |
| PG PROCTER & GAMBLE Co | 3.8M | 0.3% | 26.5K | 144.68 | -9.3% |
| SCHW SCHWAB CHARLES CORP | 3.8M | 0.3% | 39.9K | 112.30 | +17.6% |
| GS GOLDMAN SACHS GROUP INC | 3.6M | 0.3% | 4.3K | 1,039.28 | +44.2% |
| TJX TJX COMPANIES INC /DE/ | 3.4M | 0.3% | 21.3K | 140.53 | +1.6% |
| MRK Merck & Co., Inc. | 3.4M | 0.3% | 28.0K | 152.55 | +80.2% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 3.3M | 0.3% | 5.4K | 699.60 | +20.6% |
| NFLX NETFLIX INC | 3.1M | 0.3% | 32.5K | 79.59 | -34.4% |
| RTX RTX Corp | 3.1M | 0.3% | 16.2K | 209.91 | +34.1% |
| UBER Uber Technologies, Inc | 3.0M | 0.3% | 42.1K | 78.80 | -15.9% |
| ABT ABBOTT LABORATORIES | 2.9M | 0.3% | 28.1K | 116.64 | -11.9% |
| CRM Salesforce, Inc. | 2.8M | 0.2% | 15.1K | 209.17 | -15.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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