MEANS INVESTMENT CO., INC.

Est. AUM

$1.15B

13F long equity, this entity only

Positions

215

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$204.9M	342870	17.85%	SOLE
2	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$95.0M	1264718	8.27%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$85.3M	1564330	7.43%	SOLE
4	APPLE INC	COM	$75.4M	297057	6.57%	SOLE
5	NVIDIA CORPORATION	COM	$45.6M	261746	3.98%	SOLE
6	AMERICAN CENTY ETF TR	US SML CP VALU	$43.5M	394029	3.79%	SOLE
7	AMAZON COM INC	COM	$39.9M	191800	3.48%	SOLE
8	MICROSOFT CORP	COM	$38.7M	104601	3.37%	SOLE
9	ISHARES TR	MRGSTR MD CP ETF	$36.1M	432405	3.14%	SOLE
10	VANGUARD WORLD FD	MEGA GRWTH IND	$35.2M	95771	3.07%	SOLE
11	ALPHABET INC	CAP STK CL C	$24.6M	85868	2.15%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET HEA	$23.7M	161513	2.06%	SOLE
13	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$23.2M	431887	2.02%	SOLE
14	VANGUARD WORLD FD	MEGA CAP VAL ETF	$19.8M	136710	1.73%	SOLE
15	JPMORGAN CHASE & CO	COM	$19.2M	65159	1.67%	SOLE
16	META PLATFORMS INC	CL A	$18.1M	31711	1.58%	SOLE
17	FIDELITY WISE ORIGIN BITCOIN	SHS	$17.6M	298606	1.54%	SOLE
18	PALANTIR TECHNOLOGIES INC	CL A	$12.3M	84284	1.07%	SOLE
19	LAM RESEARCH CORP	COM NEW	$12.1M	56615	1.05%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET FIN	$11.2M	226097	0.97%	SOLE
21	TESLA INC	COM	$10.1M	27277	0.88%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.8M	20479	0.85%	SOLE
23	CHEVRON CORPORATION	COM	$8.5M	41049	0.74%	SOLE
24	BERKLEY W R CORP	COM	$8.4M	126308	0.73%	SOLE
25	BROADCOM INC	COM	$8.2M	26360	0.71%	SOLE
26	VANECK ETF TRUST	SEMICONDUCTR ETF	$6.9M	17977	0.60%	SOLE
27	BANK AMERICA CORP	COM	$5.7M	116738	0.50%	SOLE
28	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.6M	37559	0.48%	SOLE
29	WALMART INC	COM	$5.5M	44623	0.48%	SOLE
30	VISA INC	COM CL A	$5.5M	18251	0.48%	SOLE
31	ALPHABET INC	CAP STK CL A	$5.4M	18769	0.47%	SOLE
32	EXXON MOBIL CORP	COM	$5.4M	31733	0.47%	SOLE
33	PIMCO ETF TR	MULTISECTOR BD	$5.4M	204503	0.47%	SOLE
34	JOHNSON & JOHNSON	COM	$5.3M	21714	0.46%	SOLE
35	ABBVIE INC	COM	$5.1M	23421	0.44%	SOLE
36	PHILIP MORRIS INTL INC	COM	$5.1M	30560	0.44%	SOLE
37	ORACLE CORP	COM	$5.0M	34023	0.44%	SOLE
38	ISHARES TR	U.S. MED DVC ETF	$4.7M	88900	0.41%	SOLE
39	ELI LILLY & CO	COM	$4.2M	4577	0.37%	SOLE
40	PROCTER & GAMBLE CO	COM	$3.8M	26541	0.33%	SOLE
41	SCHWAB CHARLES CORP	COM	$3.8M	39937	0.33%	SOLE
42	GOLDMAN SACHS GROUP INC	COM	$3.6M	4282	0.32%	SOLE
43	TJX COS INC NEW	COM	$3.4M	21335	0.30%	SOLE
44	MERCK & CO INC	COM	$3.4M	28024	0.29%	SOLE
45	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$3.3M	5368	0.29%	SOLE
46	NETFLIX INC.	COM	$3.1M	32512	0.27%	SOLE
47	RTX CORPORATION	COM	$3.1M	16172	0.27%	SOLE
48	UBER TECHNOLOGIES INC	COM	$3.0M	42052	0.26%	SOLE
49	ABBOTT LABORATORIES	COM	$2.9M	28105	0.25%	SOLE
50	SALESFORCE INC	COM	$2.8M	15091	0.25%	SOLE

1–50 of 212

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.