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:
-18.26%
Gain
Monthly
0.63%
Yearly
7.78%
Drawdown
68.11%
$1.31B
Equity
Holdings
$1.31B
Investment
$782.55M
$664.26M
Profit +$659,606.16
Realized
$137.9M
Unrealized
$526.36M
Dividends
$64.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 28% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$659,606.16
Win %
85%
This Week
Compared To Last Week
Gain
0.75%
Profit
$9.79M
Win %
85%
This Month
Compared to last month
Gain
1.63%
Profit
$20.96M
Win %
85%
This Year
Compared to last year
Gain
14.29%
Profit
$163.63M
Win %
85%
BLK BlackRock, Inc.
+7.39%
+$73,870.93 
BABA Alibaba Group Holding Limited SP ADR
+5.67%
+$97,155.24 
HIMS Hims & Hers Health, Inc.
+5.06%
+$22,547.26 
IDXX IDEXX Laboratories, Inc.
+4.12%
+$40,406.02 
BX Blackstone Inc.
+4.08%
+$85,900.9 
AAPL Apple Inc.
+3.72%
+$3.48M 
GOOG Alphabet Inc
+3.6%
+$1.1M 
DKNG DraftKings Inc.
+3.59%
+$10,549.58 
GOOGL Alphabet Inc
+3.39%
+$228,606.42 
AMZN Amazon.com Inc
+3.28%
+$1.56M 
MSFT Microsoft Corp.
+3.23%
+$1.3M 
BNY BlackRock New York Municipal Income Trust
+2.92%
+$13,087.02 
NDAQ Nasdaq, Inc.
+2.85%
+$14,560.5 
BMY Bristol-Myers Squibb Company
+2.77%
+$27,664.22 
MMM 3M Company
+2.5%
+$6,960.87 
ADBE Adobe Inc.
+2.48%
+$14,357.66 
XHE SPDR S&P Health Care Equipment ETF
+2.46%
+$5,951.4 
ORCL Oracle Corporation
+2.42%
+$105,471.3 
META Meta Platforms Inc Class A
+2.38%
+$499,131.84 
MRK Merck & Co., Inc.
+2.17%
+$73,422.88 
UBER Uber Technologies, Inc.
+2.11%
+$63,919.04 
IHI iShares U.S. Medical Devices ETF
+2.1%
+$92,011.5 
COF Capital One Financial Corporation
+2.02%
+$5,995.68 
WFC Wells Fargo & Company
+2%
+$11,983.68 
PFE Pfizer Inc.
+2%
+$6,333.13 
HD The Home Depot, Inc.
+1.94%
+$30,202.19 
SCHW Charles Schwab Corporation
+1.93%
+$77,877.15 
AXP American Express Company
+1.92%
+$7,838.31 
MTB M&T Bank Corporation
+1.91%
+$32,528.16 
CMCSA Comcast Corp
+1.84%
+$5,491.24 
DIS The Walt Disney Company
+1.78%
+$17,662.1 
SHW The Sherwin-Williams Company
+1.6%
+$3,305.39 
JPM JPMorgan Chase & Co.
+1.57%
+$351,207.01 
GILD Gilead Sciences Inc.
+1.54%
+$9,763.12 
PM Philip Morris International Inc.
+1.5%
+$80,372.8 
LOW Lowe's Companies Inc.
+1.49%
+$7,764.94 
BAC Bank of America Corporation
+1.48%
+$104,480.51 
BHB Bar Harbor Bankshares
+1.47%
+$9,241.1 
BITO ProShares Bitcoin ETF
+1.4%
+$3,871.76 
MO Altria Group, Inc.
+1.38%
+$25,957.2 
NFLX Netflix, Inc.
+1.36%
+$32,466.48 
PG Procter & Gamble Co
+1.24%
+$48,039.16 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.23%
+$206,038.14 
VZ Verizon Communications Inc.
+1.15%
+$9,159.08 
CVS CVS Health Corporation
+1.13%
+$14,175.6 
NOW ServiceNow, Inc.
+1.03%
+$9,167.41 
ABBV AbbVie Inc.
+0.96%
+$54,922.25 
CEG Constellation Energy Corporation
+0.95%
+$1,831.1 
CRM Salesforce Inc
+0.95%
+$23,994.54 
PANW Palo Alto Networks, Inc.
+0.94%
+$17,539.32 
SHOP Shopify Inc.
+0.89%
+$14,329.25 
AMGN Amgen Inc.
+0.85%
+$7,374.2 
PKW Invesco BuyBack Achievers ETF
+0.85%
+$3,899.38 
XLF Financial Select Sector SPDR Fund
+0.84%
+$107,396.07 
STT State Street Corp
+0.84%
+$5,265.05 
XHB SPDR S&P Homebuilders ETF
+0.82%
+$6,684.4 
RTX RTX Corporation
+0.81%
+$25,390.04 
ABT Abbott Laboratories
+0.81%
+$20,235.6 
EES WisdomTree U.S. SmallCap Fund
+0.77%
+$5,675.8 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$18,765.66 
GE General Electric Company
+0.76%
+$5,304.52 
ILCV iShares Morningstar Value ETF
+0.76%
+$2,514.72 
MSTR Strategy Inc.
+0.72%
+$2,208.5 
TD The Toronto-Dominion Bank
+0.68%
+$2,752.68 
PJP Invesco Pharmaceuticals ETF
+0.66%
+$2,247.57 
T AT&T Inc.
+0.66%
+$2,946.72 
PDI Pimco Dynamic Income Fund
+0.65%
+$12,520.09 
AVUV Avantis U.S. Small Cap Value ETF
+0.64%
+$313,253.05 
V Visa Inc. Class A
+0.64%
+$41,612.28 
UNM Unum Group
+0.62%
+$3,158.28 
OEF iShares S&P 100 ETF
+0.59%
+$18,498.85 
NVS Novartis AG Sponsored ADR
+0.58%
+$5,615.85 
ZETA Zeta Global Holdings Corp.
+0.58%
+$1,771.64 
ADX Adams Diversified Equity Fund, Inc.
+0.57%
+$9,380.25 
PLTR Palantir Technologies Inc.
+0.56%
+$63,213 
DKS Dick's Sporting Goods, Inc.
+0.55%
+$1,284.12 
WMT Walmart Inc.
+0.54%
+$27,220.03 
SBUX Starbucks Corporation
+0.51%
+$8,693.84 
MGK Vanguard Mega Cap Growth ETF
+0.51%
+$215,484.75 
FDN First Trust Dow Jones Internet Index Fund
+0.5%
+$2,861.41 
VUG Vanguard Growth ETF
+0.5%
+$4,541.4 
NOC Northrop Grumman Corporation
+0.5%
+$4,825.92 
PRU Prudential Financial, Inc.
+0.49%
+$1,925.28 
XLV Health Care Select Sector SPDR Fund
+0.46%
+$117,906.11 
CAC Camden National Corporation
+0.46%
+$10,500.94 
C Citigroup Inc.
+0.43%
+$1,097.38 
NUE Nucor Corporation
+0.41%
+$9,360.5 
WM Waste Management, Inc.
+0.38%
+$1,033.12 
PEP PepsiCo, Inc.
+0.37%
+$5,212.81 
XLG Invesco S&P 500 Top 50 ETF
+0.37%
+$359,795.9 
EFA iShares MSCI EAFE ETF
+0.32%
+$911.79 
EFG iShares MSCI EAFE Growth ETF
+0.27%
+$602.91 
IBB iShares Biotechnology ETF
+0.27%
+$2,849.88 
HDV iShares Core High Dividend ETF
+0.23%
+$686.4 
ITA iShares U.S. Aerospace & Defense ETF
+0.22%
+$1,164.33 
PYLD PIMCO Multisector Bond Active ETF
+0.21%
+$11,452.17 
JBND JPMorgan Active Bond ETF
+0.21%
+$47,464.38 
COST Costco Wholesale Corporation
+0.2%
+$476.16 
IVV iShares Core S&P 500 ETF
+0.2%
+$3,042 
SCHX Schwab U.S. Large-Cap ETF
+0.19%
+$1,075.63 
MA Mastercard Incorporated
+0.18%
+$4,140.93 
SPY SPDR S&P 500 ETF Trust
+0.18%
+$3,973.14 
TJX The TJX Companies, Inc.
+0.17%
+$5,547.31 
VB Vanguard Small-Cap ETF
+0.16%
+$705.94 
LMT Lockheed Martin Corporation
+0.15%
+$894.75 
VOO Vanguard S&P 500 ETF
+0.15%
+$356,584.8 
JEPI JPMorgan Equity Premium Income Fund
+0.12%
+$2,204.47 
MDY SPDR S&P MidCap 400 ETF Trust
+0.11%
+$4,133.36 
IWS iShares Russell Mid-Cap Value ETF
+0.1%
+$366.24 
MET MetLife Inc.
+0.09%
+$428.91 
VT Vanguard Total World Stock ETF
+0.09%
+$1,022.98 
TSLA Tesla, Inc.
+0.09%
+$9,819.99 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$330.12 
CI The Cigna Group
+0.09%
+$210.08 
VEU Vanguard FTSE All-World ex-US ETF
+0.04%
+$44,265.13 
IXUS iShares Core International Stock ETF
+0.02%
+$38.51 
MU Micron Technology, Inc.
-8.2%
-$334,372.61 
GLW Corning Incorporated
-7.98%
-$24,910.08 
AMD Advanced Micro Devices, Inc.
-5.37%
-$110,244.78 
CSCO Cisco Systems, Inc.
-5.36%
-$124,790.85 
GEV GE Vernova Inc.
-4.39%
-$21,907.08 
LRCX Lam Research Corporation
-4.25%
-$832,807.22 
VLO Valero Energy Corporation
-4.22%
-$46,306.24 
CRWV CoreWeave, Inc.
-4.09%
-$37,562.49 
ALL Allstate Corporation
-4.08%
-$18,406.24 
LNG Cheniere Energy Inc.
-3.67%
-$14,161.96 
AMAT Applied Materials, Inc.
-3.48%
-$16,026.73 
OKLO Oklo Inc.
-2.9%
-$7,504 
SMH VanEck Semiconductor ETF
-2.89%
-$312,260.85 
CAT Caterpillar Inc.
-2.75%
-$54,645.21 
PSX Phillips 66
-2.63%
-$22,440.18 
YUM Yum! Brands, Inc.
-2.51%
-$6,884.7 
B BARRICK MINING CORP Common Stock (ABR0)
-2.4%
-$13,926.5 
SNOW Snowflake Inc.
-2.39%
-$23,890.38 
MPC Marathon Petroleum Corporation
-2.33%
-$12,614.34 
CMI Cummins Inc.
-2.29%
-$6,548.04 
HIG The Hartford Insurance Group, Inc.
-2.11%
-$4,423.18 
TRV The Travelers Companies, Inc.
-1.97%
-$7,986.65 
ETN Eaton Corporation plc
-1.93%
-$24,200.13 
CB Chubb Limited
-1.89%
-$15,071.55 
SOFI SoFi Technologies, Inc.
-1.89%
-$17,982.3 
XLE Energy Select Sector SPDR Fund
-1.88%
-$6,141.8 
CARR Carrier Global Corporation
-1.88%
-$16,519.1 
COP ConocoPhillips
-1.81%
-$14,143.01 
XLK State Street Technology Select Sector SPDR ETF
-1.79%
-$7,996.64 
XOM Exxon Mobil Corporation
-1.76%
-$80,919.02 
CRWD CrowdStrike Holdings, Inc.
-1.72%
-$49,905.24 
WRB W.R. Berkley Corporation
-1.71%
-$155,358.84 
TXN Texas Instruments Inc
-1.65%
-$5,216.1 
CVX Chevron Corporation
-1.55%
-$115,347.69 
NVDA NVIDIA Corporation
-1.37%
-$759,063.4 
CSX CSX Corporation
-1.34%
-$8,645.01 
TT Trane Technologies plc
-1.32%
-$6,844.71 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.21%
-$17,056.64 
WELL Welltower Inc.
-1.08%
-$1,889.55 
JNJ Johnson & Johnson
-1.08%
-$59,496.36 
KR Kroger Co.
-1.02%
-$3,120 
QCOM QUALCOMM Incorporated
-0.94%
-$7,717.27 
IBM International Business Machines Corporation
-0.83%
-$14,754.6 
MS Morgan Stanley
-0.72%
-$5,779.95 
CCJ Cameco Corporation
-0.69%
-$10,768.33 
GS The Goldman Sachs Group, Inc.
-0.69%
-$33,656.48 
BRO Brown & Brown Inc.
-0.69%
-$1,880 
UCO ProShares Ultra Bloomberg Crude Oil
-0.69%
-$2,225.07 
UNH UnitedHealth Group Incorporated
-0.68%
-$4,695.1 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.68%
-$2,711.28 
LLY Eli Lilly and Company
-0.67%
-$35,128.52 
PAVE Global X U.S. Infrastructure Development ETF
-0.61%
-$1,565.95 
QQQ Invesco QQQ Trust, Series 1
-0.58%
-$10,323.32 
MGV Vanguard Mega Cap Value ETF
-0.54%
-$120,304.8 
NEE NextEra Energy, Inc.
-0.51%
-$8,858.68 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.47%
-$2,127.67 
IMCB iShares Morningstar Mid-Cap ETF
-0.43%
-$180,572.33 
VTV Vanguard Value ETF
-0.43%
-$2,352.85 
OTIS Otis Worldwide Corporation
-0.4%
-$1,781.47 
DUK Duke Energy Corporation
-0.38%
-$1,447.72 
MDLZ Mondelez International, Inc.
-0.35%
-$3,717.02 
DE Deere & Company
-0.35%
-$3,259.94 
BRK-A Berkshire Hathaway Inc.
-0.33%
-$2,413.96 
SO The Southern Company
-0.33%
-$2,402.51 
MCD McDonald's Corporation
-0.32%
-$7,876.58 
LHX L3Harris Technologies, Inc.
-0.27%
-$806.94 
UNP Union Pacific Corporation
-0.25%
-$1,396.1 
XBI SPDR S&P Biotech ETF
-0.23%
-$2,287.62 
KO The Coca-Cola Company
-0.22%
-$3,181.72 
BRK-B Berkshire Hathaway Inc.
-0.17%
-$17,611.94 
FNLC The First Bancorp, Inc.
-0.12%
-$426.44 
XLRE The Real Estate Select Sector SPDR Fund
-0.11%
-$758.6 
AFL Aflac Inc.
-0.1%
-$323.01 
RSP Invesco S&P 500 Equal Weight ETF
-0.06%
-$118.69 
VYM Vanguard High Dividend Yield ETF
-0.03%
-$1,877.95 
AVGO Broadcom Inc.
-0.01%
-$527.2 Events
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Dividends
Dividend Analysis
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| Trades 4949 | Longs Won 3655/4949 73% | Profit Factor 15.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.35M |
| Average Win $193,966.31 | Best Trade (Jul 17) $76.69M | Sharpe Ratio -10.27 |
| Average Loss -$34,536.2 | Worst Trade (Jul 14) -$6.13M | Z-Score 16.68 (100%) |
| Commissions $0 | Avg. Trade Length 3y 1m 2w 6d | Expectancy $134,220.45 |
| 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 | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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