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:
169.62%
Gain +0.74%
Monthly
1.92%
Yearly
25.63%
Drawdown
33.62%
$1.38B
Equity
Holdings
$1.38B
Investment
$827.11M
$697.82M
Profit +$8.27M
Realized
$144.68M
Unrealized
$553.14M
Dividends
$65.37M
Goals
Avg. 83.67% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 28% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.74%
Profit
$8.27M
Win %
85%
This Week
Compared To Last Week
Gain
0.6%
Profit
$8.27M
Win %
85%
This Month
Compared to last month
Gain
3.91%
Profit
$51.94M
Win %
85%
This Year
Compared to last year
Gain
4.12%
Profit
$54.66M
Win %
85%
AMD Advanced Micro Devices, Inc.
+6.5%
+$261,960.24 
GLW Corning Incorporated
+4.7%
+$12,404.28 
MU Micron Technology, Inc.
+2.3%
+$84,307.27 
CVS CVS Health Corporation
+2.28%
+$25,707.99 
TXN Texas Instruments Inc
+2.25%
+$6,420.6 
GE General Electric Company
+2.15%
+$14,605.36 
DIS The Walt Disney Company
+1.96%
+$19,778.4 
NOC Northrop Grumman Corporation
+1.94%
+$17,496.38 
LNG Cheniere Energy Inc.
+1.94%
+$7,714.2 
UCO ProShares Ultra Bloomberg Crude Oil
+1.9%
+$5,610.22 
COP ConocoPhillips
+1.81%
+$15,749.94 
LMT Lockheed Martin Corporation
+1.78%
+$7,746.41 
B BARRICK MINING CORP Common Stock (ABR0)
+1.69%
+$11,010.33 
CI The Cigna Group
+1.64%
+$3,710.85 
COF Capital One Financial Corporation
+1.57%
+$4,208.49 
ITA iShares U.S. Aerospace & Defense ETF
+1.41%
+$8,121.6 
XLE Energy Select Sector SPDR Fund
+1.39%
+$3,995 
BABA Alibaba Group Holding Limited SP ADR
+1.35%
+$25,099.8 
GEV GE Vernova Inc.
+1.32%
+$9,321.39 
T AT&T Inc.
+1.26%
+$6,532.63 
LHX L3Harris Technologies, Inc.
+1.17%
+$3,410.42 
CVX Chevron Corporation
+1.16%
+$94,403.5 
RTX RTX Corporation
+1.13%
+$40,863.39 
TD The Toronto-Dominion Bank
+1.01%
+$3,892.5 
STT State Street Corp
+1%
+$6,492.15 
MO Altria Group, Inc.
+0.95%
+$16,604.17 
XOM Exxon Mobil Corporation
+0.94%
+$47,492.58 
SCHW Charles Schwab Corporation
+0.94%
+$39,585.91 
WFC Wells Fargo & Company
+0.81%
+$4,990.59 
PM Philip Morris International Inc.
+0.78%
+$44,836.6 
UNM Unum Group
+0.68%
+$3,665.34 
TSLA Tesla, Inc.
+0.68%
+$66,675.84 
UNH UnitedHealth Group Incorporated
+0.67%
+$4,085.12 
BAC Bank of America Corporation
+0.62%
+$46,259.26 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$2,857.17 
QCOM QUALCOMM Incorporated
+0.61%
+$4,500 
AVUV Avantis U.S. Small Cap Value ETF
+0.56%
+$277,381.4 
PJP Invesco Pharmaceuticals ETF
+0.56%
+$2,059.4 
VZ Verizon Communications Inc.
+0.54%
+$4,812.08 
TT Trane Technologies plc
+0.53%
+$2,693.24 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$12,011.04 
PAVE Global X U.S. Infrastructure Development ETF
+0.48%
+$1,270.92 
WELL Welltower Inc.
+0.46%
+$801.36 
C Citigroup Inc.
+0.43%
+$1,208.4 
PSX Phillips 66
+0.43%
+$4,118 
MA Mastercard Incorporated
+0.4%
+$3,449.25 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$784.08 
EES WisdomTree U.S. SmallCap Fund
+0.37%
+$2,707.49 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.36%
+$831.62 
ALL Allstate Corporation
+0.36%
+$1,738.15 
XBI SPDR S&P Biotech ETF
+0.35%
+$3,652 
KO The Coca-Cola Company
+0.33%
+$4,951.46 
MTB M&T Bank Corporation
+0.33%
+$5,931.21 
XLRE The Real Estate Select Sector SPDR Fund
+0.33%
+$894.3 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$16,881.41 
IJS iShares S&P Small-Cap 600 Value ETF
+0.31%
+$720.69 
PRU Prudential Financial, Inc.
+0.3%
+$1,278.32 
AFL Aflac Inc.
+0.29%
+$906.16 
FNLC The First Bancorp, Inc.
+0.28%
+$1,067.8 
VO Vanguard Mid-Cap ETF
+0.26%
+$785.62 
VB Vanguard Small-Cap ETF
+0.24%
+$1,350 
CAT Caterpillar Inc.
+0.23%
+$4,178.43 
SMMD iShares Russell 2500 ETF
+0.23%
+$506.1 
AAPL Apple Inc.
+0.22%
+$198,096.22 
MRK Merck & Co., Inc.
+0.21%
+$8,114.49 
MCD McDonald's Corporation
+0.21%
+$4,995.45 
NEE NextEra Energy, Inc.
+0.21%
+$3,370.82 
VTV Vanguard Value ETF
+0.2%
+$1,156.87 
PG Procter & Gamble Co
+0.2%
+$7,602.03 
MET MetLife Inc.
+0.2%
+$867.54 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.18%
+$853.71 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$3,164.4 
GILD Gilead Sciences Inc.
+0.16%
+$1,073.38 
IWS iShares Russell Mid-Cap Value ETF
+0.16%
+$338.58 
HIG The Hartford Insurance Group, Inc.
+0.15%
+$320.47 
WM Waste Management, Inc.
+0.15%
+$399.49 
VBK Vanguard Small-Cap Growth ETF
+0.15%
+$301.86 
MDLZ Mondelez International, Inc.
+0.13%
+$1,364.48 
PEP PepsiCo, Inc.
+0.12%
+$1,711.46 
LOW Lowe's Companies Inc.
+0.12%
+$628.5 
MGV Vanguard Mega Cap Value ETF
+0.11%
+$25,363.48 
TRV The Travelers Companies, Inc.
+0.1%
+$432.71 
UBER Uber Technologies, Inc.
+0.09%
+$2,613.45 
MGM MGM Resorts International
+0.07%
+$139.1 
IMCB iShares Morningstar Mid-Cap ETF
+0.06%
+$24,432.24 
WRB W.R. Berkley Corporation
+0.06%
+$5,059.76 
CSX CSX Corporation
+0.04%
+$270.48 
JPIE JPMorgan Income ETF
+0.02%
+$5,019.29 
SO The Southern Company
+0.01%
+$68.28 
ILCV iShares Morningstar Value ETF
0%
+$6.47 
CMCSA Comcast Corp
0%
$0 
MMM 3M Company
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$708,996.39 
AMAT Applied Materials, Inc.
-5.12%
-$21,286.07 
OKLO Oklo Inc.
-4.46%
-$11,799 
MSTR Strategy Inc.
-4.18%
-$13,621.29 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$116,619.36 
ORCL Oracle Corporation
-3.65%
-$196,302.3 
BX Blackstone Inc.
-3.61%
-$91,651.9 
PANW Palo Alto Networks, Inc.
-2.96%
-$45,899.53 
IDXX IDEXX Laboratories, Inc.
-2.82%
-$28,953.56 
PLTR Palantir Technologies Inc.
-2.78%
-$423,185.69 
SHOP Shopify Inc.
-2.66%
-$47,223.46 
CRM Salesforce Inc
-2.56%
-$43,803.16 
NOW ServiceNow, Inc.
-2.55%
-$25,272 
SNOW Snowflake Inc.
-2.51%
-$31,268.12 
ADBE Adobe Inc.
-2.39%
-$16,789.65 
LLY Eli Lilly and Company
-2.38%
-$136,297.7 
HIMS Hims & Hers Health, Inc.
-2.15%
-$4,442.92 
CLF Cleveland-Cliffs Inc.
-2.06%
-$662.75 
ZETA Zeta Global Holdings Corp.
-1.92%
-$7,325.08 
YUM Yum! Brands, Inc.
-1.82%
-$4,753.92 
CSCO Cisco Systems, Inc.
-1.58%
-$36,057.76 
BRO Brown & Brown Inc.
-1.49%
-$4,296.05 
LRCX Lam Research Corporation
-1.38%
-$256,857.8 
UNP Union Pacific Corporation
-1.38%
-$7,878.91 
FDN First Trust Dow Jones Internet Index Fund
-1.3%
-$7,807.8 
BMY Bristol-Myers Squibb Company
-1.27%
-$14,005.6 
NUE Nucor Corporation
-1.24%
-$32,620.48 
IBM International Business Machines Corporation
-1.19%
-$21,386.8 
TJX The TJX Companies, Inc.
-1.1%
-$36,301.8 
CRWV CoreWeave, Inc.
-0.97%
-$13,100.57 
KR Kroger Co.
-0.94%
-$2,808 
AMZN Amazon.com Inc
-0.94%
-$466,524.6 
CARR Carrier Global Corporation
-0.9%
-$7,118.16 
META Meta Platforms Inc Class A
-0.86%
-$155,883.22 
HD The Home Depot, Inc.
-0.83%
-$12,748.85 
SBUX Starbucks Corporation
-0.79%
-$13,334.3 
BLK BlackRock, Inc.
-0.77%
-$7,707.05 
SOFI SoFi Technologies, Inc.
-0.76%
-$7,192.92 
PDI Pimco Dynamic Income Fund
-0.76%
-$12,957.36 
BRK-A Berkshire Hathaway Inc.
-0.74%
-$5,650.75 
BITO ProShares Bitcoin ETF
-0.7%
-$1,854.6 
SHW The Sherwin-Williams Company
-0.68%
-$1,545.94 
JNJ Johnson & Johnson
-0.66%
-$48,629.65 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.64%
-$145,250 
AMGN Amgen Inc.
-0.63%
-$6,427.74 
IHI iShares U.S. Medical Devices ETF
-0.62%
-$28,025.2 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$172,518.1 
NDAQ Nasdaq, Inc.
-0.58%
-$3,309.44 
DE Deere & Company
-0.58%
-$5,711.57 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$58,104.4 
NVS Novartis AG Sponsored ADR
-0.55%
-$5,317.2 
OTIS Otis Worldwide Corporation
-0.55%
-$2,429.59 
ABBV AbbVie Inc.
-0.54%
-$31,154.88 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$1,938.48 
ADX Adams Diversified Equity Fund, Inc.
-0.49%
-$8,129.55 
MS Morgan Stanley
-0.47%
-$3,590.4 
XHB SPDR S&P Homebuilders ETF
-0.47%
-$3,839.81 
MGK Vanguard Mega Cap Growth ETF
-0.46%
-$197,760.36 
DUK Duke Energy Corporation
-0.46%
-$1,708.29 
VUG Vanguard Growth ETF
-0.43%
-$4,076.28 
ETN Eaton Corporation plc
-0.4%
-$5,698.36 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$1,798.93 
WMT Walmart Inc.
-0.39%
-$19,856.25 
VLO Valero Energy Corporation
-0.36%
-$4,535 
V Visa Inc. Class A
-0.36%
-$22,145.84 
IBB iShares Biotechnology ETF
-0.34%
-$3,647.57 
AXP American Express Company
-0.34%
-$1,351.33 
XLG Invesco S&P 500 Top 50 ETF
-0.33%
-$341,183.85 
OEF iShares S&P 100 ETF
-0.33%
-$10,727.61 
CAC Camden National Corporation
-0.32%
-$8,158.79 
EFG iShares MSCI EAFE Growth ETF
-0.32%
-$736.4 
GS The Goldman Sachs Group, Inc.
-0.31%
-$13,767.52 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$19,241.24 
MSFT Microsoft Corp.
-0.3%
-$147,463.76 
JBND JPMorgan Active Bond ETF
-0.28%
-$71,045.4 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-0.28%
-$370.64 
MPC Marathon Petroleum Corporation
-0.27%
-$1,298.64 
CB Chubb Limited
-0.25%
-$1,981.42 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$1,369.13 
SMH VanEck Semiconductor ETF
-0.22%
-$27,421.99 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$4,701.53 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$17,352.6 
VOO Vanguard S&P 500 ETF
-0.19%
-$461,687.81 
IVV iShares Core S&P 500 ETF
-0.18%
-$2,915.75 
XLF Financial Select Sector SPDR Fund
-0.17%
-$24,128.9 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.16%
-$1,989.76 
DKS Dick's Sporting Goods, Inc.
-0.14%
-$324.79 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$2,380 
GOOGL Alphabet Inc
-0.13%
-$8,602.92 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.12%
-$493.08 
GOOG Alphabet Inc
-0.12%
-$38,539.44 
NFLX Netflix, Inc.
-0.1%
-$898.08 
VT Vanguard Total World Stock ETF
-0.09%
-$961.8 
COST Costco Wholesale Corporation
-0.08%
-$175.5 
JPM JPMorgan Chase & Co.
-0.07%
-$17,258.3 
MRVL Marvell Technology, Inc.
-0.07%
-$122.71 
XHE SPDR S&P Health Care Equipment ETF
-0.06%
-$153.9 
NVDA NVIDIA Corporation
-0.06%
-$36,784.44 
CMI Cummins Inc.
-0.06%
-$148.74 
EFA iShares MSCI EAFE ETF
-0.05%
-$166.7 
PKW Invesco BuyBack Achievers ETF
-0.04%
-$179.98 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$37,680.21 
BHB Bar Harbor Bankshares
-0.03%
-$166.21 
IXUS iShares Core International Stock ETF
-0.02%
-$60.31 
ABT Abbott Laboratories
-0.02%
-$542.2 
CCJ Cameco Corporation
-0.01%
-$167.48 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5140 | Longs Won 3825/5140 74% | Profit Factor 17.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $193,609.08 | Best Trade (Aug 31) $72.75M | Sharpe Ratio -10.15 |
| Average Loss -$32,499.1 | Worst Trade (Aug 15) -$5.96M | Z-Score 16.02 (100%) |
| Commissions $0 | Avg. Trade Length 3y 1m 3w 4d | Expectancy $135,762.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 295,666 | $13.99M | $90.45M | - | $76.46M | 546.36% | +0.219% |
| ABBV AbbVie Inc. | 22,908 | $2.06M | $5.71M | - | $3.66M | 177.54% | -0.542% |
| ABT Abbott Laboratories | 27,110 | $2.11M | $3.02M | - | $909,011.66 | 43.14% | -0.018% |
| ADBE Adobe Inc. | 2,595 | $1.2M | $685,131.87 | - | -$516,257.87 | -42.97% | -2.392% |
| ADX Adams Diversified Equity Fund, Inc. | 62,535 | $1.36M | $1.64M | - | $286,410.3 | 21.1% | -0.492% |
| AFL Aflac Inc. | 2,589 | $146,395.82 | $314,434.05 | - | $168,038.23 | 114.78% | +0.289% |
| ALL Allstate Corporation | 1,869 | $389,599.26 | $488,575.29 | - | $98,976.03 | 25.4% | +0.357% |
| AMAT Applied Materials, Inc. | 778 | $268,199.88 | $394,586.03 | - | $126,386.15 | 47.12% | -5.118% |
| AMD Advanced Micro Devices, Inc. | 8,348 | $3.07M | $4.29M | - | $1.22M | 39.88% | +6.497% |
| AMGN Amgen Inc. | 2,444 | $522,580.77 | $1.01M | - | $492,192.45 | 94.18% | -0.629% |
| AMZN Amazon.com Inc | 188,114 | $20.72M | $49.41M | - | $28.69M | 138.44% | -0.935% |
| AVGO Broadcom Inc. | 28,554 | $6.26M | $11.22M | - | $4.96M | 79.35% | -5.943% |
| AVUV Avantis U.S. Small Cap Value ETF | 385,249 | $34.74M | $49.59M | - | $14.85M | 42.73% | +0.562% |
| AXP American Express Company | 1,155 | $144,114.85 | $395,564.41 | - | $251,449.56 | 174.48% | -0.34% |
| B BARRICK MINING CORP Common Stock (ABR0) | 15,957 | $350,110.67 | $663,811.2 | - | $313,700.53 | 89.6% | +1.687% |
| BABA Alibaba Group Holding Limited SP ADR | 15,212 | $2.36M | $1.88M | - | -$481,156.58 | -20.35% | +1.351% |
| BAC Bank of America Corporation | 115,647 | $3M | $7.46M | - | $4.46M | 148.54% | +0.624% |
| BHB Bar Harbor Bankshares | 16,621 | $432,405.47 | $675,145.02 | - | $242,739.55 | 56.14% | -0.025% |
| BITO ProShares Bitcoin ETF | 30,910 | $541,442.77 | $262,735 | - | -$278,707.77 | -51.48% | -0.701% |
| BLK BlackRock, Inc. | 846 | $867,243.06 | $992,975.56 | - | $125,732.5 | 14.5% | -0.77% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $32M, Apple Inc - $30.22M, Vanguard Mega Cap Value ETF - $14.41M, Lam Research Corporation - $8.89M, and Microsoft Corp - $7.95M. 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 $65.37M earned over time. The largest contributors to dividend income include Vanguard FTSE All-World ex-US ETF - $5.04M, Vanguard S&P 500 ETF - $4.44M, Vanguard Mega Cap Value ETF - $3.67M, JPMorgan Chase & Co - $2.47M, 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.
