Long-term investor
Means Investment Co., Inc. @meansinvestmentcoinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000701516).
Record
- Tracked since 2025-06-30 (434 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months +6.7% · 1 year +16.3% · all +16.3%
- Max drawdown -5.2% · Sharpe 0.76 · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 17.9% · long · since 2025-06-30
- VEU · 7.9% · long · since 2025-06-30
- XLG · 7.5% · long · since 2025-06-30
- AAPL · 6.5% · long · since 2025-06-30
- NVDA · 4.0% · long · since 2025-06-30
- AVUV · 3.6% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- MGK · 3.1% · long · since 2025-06-30
- IMCB · 3.0% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- GOOG · 2.6% · long · since 2025-06-30
- XLV · 2.0% · long · since 2025-06-30