Means Investment Company Portfolio
Invests via Means Investment Company Inc. | Managed by Means Investment Company Inc.
Invests via Means Investment Company Inc.
Managed by Means Investment Company Inc.
Automatically Tracked
Company Profile
Mid-market investment firm specializing in private equity and structured debt across consumer, industrials and real estate sectors. Means Investment Company targets growth-stage and operationally challenged assets, deploying capital for buyouts, recapitalizations and strategic add-ons. Investment approach emphasizes active portfolio management, operational improvement and cash-flow optimization. Relevant to investors seeking exposure to SME buyout opportunities and credit-enhanced yield in emerging regional markets.
Mid-market investment firm specializing in private equity and structured debt across consumer, industrials and real estate sectors. Means Investment Company targets growth-stage and operationally challenged assets, deploying capital for buyouts, recapitalizations and strategic add-ons. Investment approach emphasizes active portfolio management, operational improvement and cash-flow optimization. Relevant to investors seeking exposure to SME buyout opportunities and credit-enhanced yield in emerging regional markets.
Investment Philosophy & Strategy
Mid-market focus on private equity and structured credit, deploying control and minority capital into consumer, industrials and real estate assets to drive operational turnarounds and sustainable cash flow. Prefers buyouts, recapitalizations and bolt-on acquisitions where hands-on operational governance, margin improvement and active working-capital management can accelerate value. Underwrites investments with blended equity-debt structures to enhance risk-adjusted returns, targets predictable cash yields with 3–7 year value-creation horizons, and positions portfolios for regional consolidation and exit via trade sale or growth-equity recapitalization.
Mid-market focus on private equity and structured credit, deploying control and minority capital into consumer, industrials and real estate assets to drive operational turnarounds and sustainable cash flow. Prefers buyouts, recapitalizations and bolt-on acquisitions where hands-on operational governance, margin improvement and active working-capital management can accelerate value. Underwrites investments with blended equity-debt structures to enhance risk-adjusted returns, targets predictable cash yields with 3–7 year value-creation horizons, and positions portfolios for regional consolidation and exit via trade sale or growth-equity recapitalization.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
196.53%
Gain -0.31%
Monthly
1.92%
Yearly
25.6%
Drawdown
33.62%
$1.39B
Equity
Holdings
$1.39B
Investment
$827.11M
$705.16M
Profit -$3.25M
Realized
$144.68M
Unrealized
$560.48M
Dividends
$68.52M
Goals
Avg. 86% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 28% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$3.25M
Win %
84%
This Week
Compared To Last Week
Gain
-0.96%
Profit
-$13.41M
Win %
84%
This Month
Compared to last month
Gain
0.86%
Profit
$11.82M
Win %
84%
This Year
Compared to last year
Gain
4.67%
Profit
$62M
Win %
84%
DKS Dick's Sporting Goods, Inc.
+4.34%
+$6,854.4 
C Citigroup Inc.
+2.98%
+$7,391.38 
PM Philip Morris International Inc.
+2.63%
+$159,503.17 
JPM JPMorgan Chase & Co.
+2.52%
+$541,419.34 
NUE Nucor Corporation
+2.51%
+$61,766.4 
IDXX IDEXX Laboratories, Inc.
+2.46%
+$24,361.46 
RTX RTX Corporation
+2.45%
+$75,244.43 
CMCSA Comcast Corp
+2.39%
+$6,682.52 
NOC Northrop Grumman Corporation
+2.38%
+$18,706.8 
COF Capital One Financial Corporation
+2.29%
+$5,467.44 
LMT Lockheed Martin Corporation
+2.28%
+$8,828.15 
PEP PepsiCo, Inc.
+2.19%
+$28,291.08 
MDLZ Mondelez International, Inc.
+2.13%
+$22,855.04 
ALL Allstate Corporation
+2.06%
+$9,232.84 
WFC Wells Fargo & Company
+2.03%
+$11,808.72 
CLF Cleveland-Cliffs Inc.
+2.02%
+$649.5 
MET MetLife Inc.
+2%
+$9,177.66 
LOW Lowe's Companies Inc.
+2%
+$9,817.17 
GE General Electric Company
+1.99%
+$11,699.4 
HD The Home Depot, Inc.
+1.95%
+$27,023.78 
BHB Bar Harbor Bankshares
+1.86%
+$11,800.91 
AXP American Express Company
+1.86%
+$6,745.2 
LNG Cheniere Energy Inc.
+1.84%
+$7,661.87 
BNY BlackRock New York Municipal Income Trust
+1.81%
+$7,431.43 
DIS The Walt Disney Company
+1.79%
+$19,103.04 
BLK BlackRock, Inc.
+1.78%
+$16,873.47 
PG Procter & Gamble Co
+1.76%
+$72,610.01 
TJX The TJX Companies, Inc.
+1.73%
+$53,278.23 
KO The Coca-Cola Company
+1.65%
+$25,952.48 
FNLC The First Bancorp, Inc.
+1.64%
+$5,926.29 
SO The Southern Company
+1.62%
+$9,866.46 
COP ConocoPhillips
+1.58%
+$15,610.56 
DUK Duke Energy Corporation
+1.57%
+$5,589.4 
CAC Camden National Corporation
+1.57%
+$37,573.37 
BAC Bank of America Corporation
+1.54%
+$91,939.37 
LLY Eli Lilly and Company
+1.51%
+$89,321.4 
MO Altria Group, Inc.
+1.45%
+$28,655.67 
ITA iShares U.S. Aerospace & Defense ETF
+1.4%
+$6,681.6 
KR Kroger Co.
+1.36%
+$4,446 
T AT&T Inc.
+1.36%
+$6,720.18 
VZ Verizon Communications Inc.
+1.32%
+$10,827.18 
JNJ Johnson & Johnson
+1.3%
+$92,903.55 
LHX L3Harris Technologies, Inc.
+1.26%
+$3,075.45 
NEE NextEra Energy, Inc.
+1.23%
+$18,165.19 
HIG The Hartford Insurance Group, Inc.
+1.21%
+$2,456.86 
BRO Brown & Brown Inc.
+1.21%
+$3,292.3 
MRK Merck & Co., Inc.
+1.2%
+$48,686.94 
CI The Cigna Group
+1.19%
+$2,890.72 
TD The Toronto-Dominion Bank
+1.19%
+$4,421.88 
XLF Financial Select Sector SPDR Fund
+1.19%
+$158,044.3 
COST Costco Wholesale Corporation
+1.17%
+$2,674.62 
AFL Aflac Inc.
+1.17%
+$3,559.87 
BRK-B Berkshire Hathaway Inc.
+1.15%
+$120,716.9 
AAPL Apple Inc.
+1.13%
+$1.14M 
CVX Chevron Corporation
+1.1%
+$99,329.31 
OTIS Otis Worldwide Corporation
+1.1%
+$4,707.35 
TT Trane Technologies plc
+1.1%
+$5,397.2 
XLE Energy Select Sector SPDR Fund
+1.1%
+$3,430.06 
BRK-A Berkshire Hathaway Inc.
+1.05%
+$8,274.17 
WMT Walmart Inc.
+1.02%
+$53,267.7 
CB Chubb Limited
+0.98%
+$7,971.84 
V Visa Inc. Class A
+0.98%
+$66,777.2 
UNM Unum Group
+0.97%
+$5,236.2 
XLRE The Real Estate Select Sector SPDR Fund
+0.96%
+$2,414.61 
ABBV AbbVie Inc.
+0.95%
+$61,393.21 
TRV The Travelers Companies, Inc.
+0.94%
+$4,351.24 
B BARRICK MINING CORP Common Stock (ABR0)
+0.91%
+$5,904.09 
AMGN Amgen Inc.
+0.91%
+$9,641.58 
MS Morgan Stanley
+0.85%
+$5,438.4 
XHB SPDR S&P Homebuilders ETF
+0.81%
+$5,872.62 
XOM Exxon Mobil Corporation
+0.78%
+$43,667.38 
GS The Goldman Sachs Group, Inc.
+0.78%
+$29,679.88 
VYM Vanguard High Dividend Yield ETF
+0.75%
+$45,273.6 
SHW The Sherwin-Williams Company
+0.75%
+$1,590.12 
EFA iShares MSCI EAFE ETF
+0.71%
+$2,467.16 
BMY Bristol-Myers Squibb Company
+0.69%
+$7,173.6 
TXN Texas Instruments Inc
+0.68%
+$1,983.6 
VTV Vanguard Value ETF
+0.67%
+$3,747.35 
PSX Phillips 66
+0.67%
+$7,947.7 
WELL Welltower Inc.
+0.67%
+$1,157.52 
CVS CVS Health Corporation
+0.66%
+$7,226.67 
MGV Vanguard Mega Cap Value ETF
+0.66%
+$145,497.32 
NVS Novartis AG Sponsored ADR
+0.66%
+$6,266.7 
AVUV Avantis U.S. Small Cap Value ETF
+0.63%
+$292,789.24 
MCD McDonald's Corporation
+0.63%
+$13,091.76 
WRB W.R. Berkley Corporation
+0.61%
+$56,922.3 
MMM 3M Company
+0.58%
+$1,722.53 
CARR Carrier Global Corporation
+0.56%
+$3,871.28 
UCO ProShares Ultra Bloomberg Crude Oil
+0.56%
+$2,477.24 
SBUX Starbucks Corporation
+0.5%
+$7,510.62 
CSX CSX Corporation
+0.48%
+$3,178.14 
EFG iShares MSCI EAFE Growth ETF
+0.47%
+$1,040.16 
WM Waste Management, Inc.
+0.46%
+$1,222 
VIG Vanguard Dividend Appreciation ETF
+0.46%
+$1,749.36 
NDAQ Nasdaq, Inc.
+0.45%
+$2,440.84 
PAVE Global X U.S. Infrastructure Development ETF
+0.43%
+$1,043.97 
IJS iShares S&P Small-Cap 600 Value ETF
+0.43%
+$917.28 
MA Mastercard Incorporated
+0.43%
+$4,047.12 
PRU Prudential Financial, Inc.
+0.4%
+$1,581.08 
CMI Cummins Inc.
+0.4%
+$901 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$707.85 
JEPI JPMorgan Equity Premium Income Fund
+0.35%
+$6,328.8 
PKW Invesco BuyBack Achievers ETF
+0.31%
+$1,489.02 
XLV Health Care Select Sector SPDR Fund
+0.29%
+$87,113.1 
ABT Abbott Laboratories
+0.29%
+$8,133 
YUM Yum! Brands, Inc.
+0.28%
+$728.7 
ILCV iShares Morningstar Value ETF
+0.27%
+$954.62 
IXUS iShares Core International Stock ETF
+0.21%
+$603.2 
IHI iShares U.S. Medical Devices ETF
+0.2%
+$8,807.92 
UNP Union Pacific Corporation
+0.19%
+$1,073.52 
IWS iShares Russell Mid-Cap Value ETF
+0.17%
+$351.12 
VEU Vanguard FTSE All-World ex-US ETF
+0.17%
+$169,560.95 
GEV GE Vernova Inc.
+0.13%
+$812.17 
JPIE JPMorgan Income ETF
+0.11%
+$25,598.38 
JBND JPMorgan Active Bond ETF
+0.11%
+$26,049.98 
IJR iShares Core S&P Small-Cap ETF
+0.08%
+$1,835.02 
PYLD PIMCO Multisector Bond Active ETF
+0.08%
+$6,906.33 
PJP Invesco Pharmaceuticals ETF
+0.03%
+$102.97 
IMCB iShares Morningstar Mid-Cap ETF
+0.01%
+$6,108.06 
CRWV CoreWeave, Inc.
-9.3%
-$82,419.12 
SNOW Snowflake Inc.
-7.41%
-$91,716.24 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-7.1%
-$6,888.48 
CRWD CrowdStrike Holdings, Inc.
-6.88%
-$228,660.93 
PANW Palo Alto Networks, Inc.
-6.3%
-$91,329.42 
MSTR Strategy Inc.
-6.22%
-$31,570.52 
PLTR Palantir Technologies Inc.
-6.04%
-$1.03M 
NOW ServiceNow, Inc.
-4.66%
-$53,809.92 
MU Micron Technology, Inc.
-3.85%
-$138,529.94 
AMD Advanced Micro Devices, Inc.
-3.72%
-$174,719.47 
ORCL Oracle Corporation
-3.61%
-$167,029.15 
ZETA Zeta Global Holdings Corp.
-3.61%
-$15,549.71 
LRCX Lam Research Corporation
-3.51%
-$537,797.17 
CRM Salesforce Inc
-3.48%
-$72,920.51 
OKLO Oklo Inc.
-3.27%
-$5,586 
AMAT Applied Materials, Inc.
-3.08%
-$10,300.73 
MRVL Marvell Technology, Inc.
-3.06%
-$5,668.13 
GLW Corning Incorporated
-2.78%
-$6,410.23 
XBI SPDR S&P Biotech ETF
-2.76%
-$27,489.6 
FDN First Trust Dow Jones Internet Index Fund
-2.46%
-$14,652.3 
AVGO Broadcom Inc.
-2.39%
-$234,999.42 
ADBE Adobe Inc.
-2.28%
-$14,895.3 
META Meta Platforms Inc Class A
-2.27%
-$509,513.81 
NFLX Netflix, Inc.
-2.04%
-$16,670.61 
IBB iShares Biotechnology ETF
-2.03%
-$22,555.62 
SMH VanEck Semiconductor ETF
-1.95%
-$229,819.76 
XLK State Street Technology Select Sector SPDR ETF
-1.95%
-$8,734.23 
CSCO Cisco Systems, Inc.
-1.85%
-$40,892.32 
MGM MGM Resorts International
-1.75%
-$2,388.05 
ETN Eaton Corporation plc
-1.56%
-$19,631.37 
VBK Vanguard Small-Cap Growth ETF
-1.52%
-$2,845.3 
GOOGL Alphabet Inc
-1.5%
-$97,835.77 
MSFT Microsoft Corp.
-1.49%
-$798,650.34 
GOOG Alphabet Inc
-1.4%
-$463,448.31 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$23,847.6 
UNH UnitedHealth Group Incorporated
-1.31%
-$8,154.9 
IBM International Business Machines Corporation
-1.16%
-$20,628.48 
QCOM QUALCOMM Incorporated
-1.16%
-$9,314.95 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.13%
-$13,182.14 
SCHW Charles Schwab Corporation
-1.11%
-$40,354.65 
MGK Vanguard Mega Cap Growth ETF
-1.11%
-$480,275.16 
CCJ Cameco Corporation
-1.1%
-$15,408.16 
SHOP Shopify Inc.
-1.1%
-$21,985.32 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.06%
-$4,967.02 
VUG Vanguard Growth ETF
-1.04%
-$9,768.44 
DE Deere & Company
-0.99%
-$10,452.25 
BITO ProShares Bitcoin ETF
-0.95%
-$3,245.55 
BABA Alibaba Group Holding Limited SP ADR
-0.8%
-$13,538.68 
HIMS Hims & Hers Health, Inc.
-0.78%
-$1,648.18 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.78%
-$1,663.24 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.77%
-$228,250 
MTB M&T Bank Corporation
-0.75%
-$11,579.97 
TSLA Tesla, Inc.
-0.73%
-$76,443.42 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.69%
-$2,711.94 
SOFI SoFi Technologies, Inc.
-0.63%
-$4,880.91 
XHE SPDR S&P Health Care Equipment ETF
-0.6%
-$1,410.75 
XLG Invesco S&P 500 Top 50 ETF
-0.45%
-$463,035.22 
VB Vanguard Small-Cap ETF
-0.42%
-$2,196 
GILD Gilead Sciences Inc.
-0.41%
-$3,122.56 
ADX Adams Diversified Equity Fund, Inc.
-0.41%
-$6,566.18 
OEF iShares S&P 100 ETF
-0.35%
-$11,530.16 
PDI Pimco Dynamic Income Fund
-0.35%
-$5,398.9 
AMZN Amazon.com Inc
-0.3%
-$144,845.9 
SPY SPDR S&P 500 ETF Trust
-0.3%
-$7,021.9 
SCHX Schwab U.S. Large-Cap ETF
-0.3%
-$1,760.31 
VOO Vanguard S&P 500 ETF
-0.3%
-$726,975.18 
UBER Uber Technologies, Inc.
-0.29%
-$7,840.35 
IVV iShares Core S&P 500 ETF
-0.29%
-$4,631.59 
NVDA NVIDIA Corporation
-0.29%
-$166,265.67 
VT Vanguard Total World Stock ETF
-0.2%
-$2,198.4 
SMMD iShares Russell 2500 ETF
-0.2%
-$409.7 
BX Blackstone Inc.
-0.17%
-$3,230.76 
STT State Street Corp
-0.17%
-$961.83 
CAT Caterpillar Inc.
-0.15%
-$2,333.14 
MPC Marathon Petroleum Corporation
-0.12%
-$786.02 
MDY SPDR S&P MidCap 400 ETF Trust
-0.1%
-$4,932.9 
EES WisdomTree U.S. SmallCap Fund
-0.06%
-$402.79 
VLO Valero Energy Corporation
-0.04%
-$689.31 
VO Vanguard Mid-Cap ETF
-0.03%
-$71.42 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5140 | Longs Won 3799/5140 73% | Profit Factor 17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.38M |
| Average Win $197,217.72 | Best Trade (Oct 16) $79.55M | Sharpe Ratio -10.15 |
| Average Loss -$32,860.57 | Worst Trade (Sep 29) -$2.41M | Z-Score 28.22 (100%) |
| Commissions $0 | Avg. Trade Length 3y 2m 1w 4d | Expectancy $137,191.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 295,666 | $13.99M | $102.26M | - | $88.27M | 630.73% | +1.13% |
| ABBV AbbVie Inc. | 22,908 | $2.06M | $6.55M | - | $4.49M | 218.29% | +0.946% |
| ABT Abbott Laboratories | 27,110 | $2.11M | $2.85M | - | $739,031.96 | 35.08% | +0.287% |
| ADBE Adobe Inc. | 2,595 | $1.2M | $638,188.35 | - | -$563,201.39 | -46.88% | -2.281% |
| ADX Adams Diversified Equity Fund, Inc. | 62,535 | $1.36M | $1.61M | - | $248,576.62 | 18.31% | -0.407% |
| AFL Aflac Inc. | 2,589 | $146,395.82 | $309,191.32 | - | $162,795.5 | 111.2% | +1.165% |
| ALL Allstate Corporation | 1,869 | $389,599.26 | $457,045.26 | - | $67,446 | 17.31% | +2.062% |
| AMAT Applied Materials, Inc. | 778 | $268,199.88 | $324,247.06 | - | $56,047.18 | 20.9% | -3.079% |
| AMD Advanced Micro Devices, Inc. | 8,348 | $3.07M | $4.52M | - | $1.45M | 47.2% | -3.723% |
| AMGN Amgen Inc. | 2,444 | $522,580.77 | $1.07M | - | $547,830.13 | 104.83% | +0.909% |
| AMZN Amazon.com Inc | 188,114 | $20.72M | $47.78M | - | $27.06M | 130.58% | -0.302% |
| AVGO Broadcom Inc. | 28,554 | $6.26M | $9.6M | - | $3.34M | 53.39% | -2.39% |
| AVUV Avantis U.S. Small Cap Value ETF | 385,249 | $34.74M | $46.69M | - | $11.95M | 34.39% | +0.631% |
| AXP American Express Company | 1,155 | $144,114.85 | $369,265.05 | - | $225,150.2 | 156.23% | +1.861% |
| B BARRICK MINING CORP Common Stock (ABR0) | 15,957 | $350,110.67 | $652,960.44 | - | $302,849.77 | 86.5% | +0.912% |
| BABA Alibaba Group Holding Limited SP ADR | 15,212 | $2.36M | $1.68M | - | -$687,583.42 | -29.08% | -0.801% |
| BAC Bank of America Corporation | 115,647 | $3M | $6.07M | - | $3.07M | 102.31% | +1.538% |
| BHB Bar Harbor Bankshares | 16,621 | $432,405.47 | $644,894.8 | - | $212,489.33 | 49.14% | +1.864% |
| BITO ProShares Bitcoin ETF | 30,910 | $541,442.77 | $336,764.45 | - | -$204,678.32 | -37.8% | -0.955% |
| BLK BlackRock, Inc. | 846 | $867,243.06 | $965,053.35 | - | $97,810.29 | 11.28% | +1.78% |
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FAQ
Which stocks have generated the highest profits for Means Investment Company?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Mega Cap Growth ETF - $32.04M, Apple Inc - $30.22M, Vanguard Mega Cap Value ETF - $14.51M, Lam Research Corporation - $8.91M, and Microsoft Corp - $8.04M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: ARK Genomic Revolution ETF - $2.95M, Alibaba Group Holding Limited SP ADR - $2.45M, Walgreens Boots Alliance Inc - $2.27M, Novo Nordisk A/S Sponsored ADR - $2.23M, and The Walt Disney Company - $1.11M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Means Investment Company's portfolio generate?
The portfolio generates substantial dividend income, with a total of $68.52M earned over time. The largest contributors to dividend income include Vanguard FTSE All-World ex-US ETF - $5.28M, Vanguard S&P 500 ETF - $5.07M, Vanguard Mega Cap Value ETF - $3.76M, JPMorgan Chase & Co - $2.57M, and Apple Inc - $2.41M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Means Investment Company's monthly returns?
Means Investment Company's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Means Investment Company's strategy be considered aggressive or moderate?
Means Investment Company's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Means Investment Company's strategy?
Means Investment Company's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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