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Dawn Hatch

Means Investment Co., Inc.

Assets Managed
$1.148B
Holdings
193
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
-3.29%(2Q avg: -0.27%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Means Investment Co., Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 193 positions.

Assets under management

The assets under management (AUM) of Means Investment Co., Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.148B in assets, with a quarterly growth rate of -3.29% and a 2-quarter average growth rate of -0.27%. The portfolio is managed by Dawn Hatch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.18%
17.85%
$204.882M
342,870 shares@ $597.56 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -0.32%
8.28%
$94.98M
1.265M shares@ $75.1 avg price
XLG
Invesco S&p 500 Top 50 Etf
Recent Activity
Increased 6.84%
7.44%
$85.334M
1.564M shares@ $54.55 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.54%
6.57%
$75.39M
297,057 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.01%
3.99%
$45.788M↓ Put
262,546 shares@ $174.41 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -0.64%
3.8%
$43.528M
394,029 shares@ $110.47 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.18%
3.48%
$39.946M
191,800 shares@ $208.27 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.87%
3.38%
$38.72M
104,601 shares@ $370.17 avg price
IMCB
Ishares Morningstar Mid-cap
Recent Activity
Increased 1.03%
3.15%
$36.076M
432,405 shares@ $83.43 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Decreased -0.94%
3.07%
$35.19M
95,771 shares@ $367.45 avg price

1-10 of 193