Means Investment Co., Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.15B
Q ending 2026-03-31
Prior quarter
$1.19B
Q ending 2025-12-31
Change
-3.3% QoQ · +21.9% YoY
Positions
212
reported holdings
Largest positions
Top 100 of 212 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $204.9M | 343K |
| Vanguard Intl Equity Index F | VEU | Shares | $95.0M | 1.3M |
| Invesco Exchange Traded Fd T | XLG | Shares | $85.3M | 1.6M |
| Apple Inc | AAPL | Shares | $75.4M | 297K |
| Nvidia Corporation | NVDA | Shares | $45.6M | 262K |
| American Centy Etf Tr | AVUV | Shares | $43.5M | 394K |
| Amazon Com Inc | AMZN | Shares | $39.9M | 192K |
| Microsoft Corp | MSFT | Shares | $38.7M | 105K |
| Ishares Tr | IMCB | Shares | $36.1M | 432K |
| Vanguard World Fd | MGK | Shares | $35.2M | 96K |
| Alphabet Inc | GOOG | Shares | $24.6M | 86K |
| Select Sector Spdr Tr | XLV | Shares | $23.7M | 162K |
| J P Morgan Exchange Traded F | JBND | Shares | $23.2M | 432K |
| Vanguard World Fd | MGV | Shares | $19.8M | 137K |
| Jpmorgan Chase & Co | JPM | Shares | $19.2M | 65K |
| Meta Platforms Inc | META | Shares | $18.1M | 32K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $17.6M | 299K |
| Palantir Technologies Inc | PLTR | Shares | $12.3M | 84K |
| Lam Research Corp | LRCX | Shares | $12.1M | 57K |
| Select Sector Spdr Tr | XLF | Shares | $11.2M | 226K |
| Tesla Inc | TSLA | Shares | $10.1M | 27K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $9.8M | 20K |
| Chevron Corporation | CVX | Shares | $8.5M | 41K |
| Berkley W R Corp | WRB | Shares | $8.4M | 126K |
| Broadcom Inc | AVGO | Shares | $8.2M | 26K |
| Vaneck Etf Trust | SMH | Shares | $6.9M | 18K |
| Bank America Corp | BAC | Shares | $5.7M | 117K |
| Vanguard Whitehall Fds | VYM | Shares | $5.6M | 38K |
| Walmart Inc | WMT | Shares | $5.5M | 45K |
| Visa Inc | V | Shares | $5.5M | 18K |
| Alphabet Inc | GOOGL | Shares | $5.4M | 19K |
| Exxon Mobil Corp | XOM | Shares | $5.4M | 32K |
| Pimco Etf Tr | PYLD | Shares | $5.4M | 205K |
| Johnson & Johnson | JNJ | Shares | $5.3M | 22K |
| Abbvie Inc | ABBV | Shares | $5.1M | 23K |
| Philip Morris Intl Inc | PM | Shares | $5.1M | 31K |
| Oracle Corp | ORCL | Shares | $5.0M | 34K |
| Ishares Tr | IHI | Shares | $4.7M | 89K |
| Eli Lilly & Co | LLY | Shares | $4.2M | 5K |
| Procter & Gamble Co | PG | Shares | $3.8M | 27K |
| Schwab Charles Corp | SCHW | Shares | $3.8M | 40K |
| Goldman Sachs Group Inc | GS | Shares | $3.6M | 4K |
| Tjx Cos Inc New | TJX | Shares | $3.4M | 21K |
| Merck & Co Inc | MRK | Shares | $3.4M | 28K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $3.3M | 5K |
| Netflix Inc. | NFLX | Shares | $3.1M | 33K |
| Rtx Corporation | RTX | Shares | $3.1M | 16K |
| Uber Technologies Inc | UBER | Shares | $3.0M | 42K |
| Abbott Laboratories | ABT | Shares | $2.9M | 28K |
| Salesforce Inc | CRM | Shares | $2.8M | 15K |
| Mcdonalds Corp | MCD | Shares | $2.8M | 9K |
| Ishares Tr | OEF | Shares | $2.7M | 8K |
| Mastercard Incorporated | MA | Shares | $2.1M | 4K |
| Ishares Tr | IJR | Shares | $2.1M | 17K |
| Pimco Dynamic Income Fd | PDI | Shares | $2.0M | 119K |
| Camden Natl Corp | CAC | Shares | $2.0M | 43K |
| International Business Machs | IBM | Shares | $2.0M | 8K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.0M | 3K |
| Blackstone Inc | BX | Shares | $1.9M | 17K |
| J P Morgan Exchange Traded F | JEPI | Shares | $1.9M | 34K |
| Alibaba Group Hldg Ltd | BABA | Shares | $1.9M | 15K |
| Cameco Corp | CCJ | Shares | $1.8M | 17K |
| Nextera Energy Inc | NEE | Shares | $1.8M | 19K |
| Altria Group Inc | MO | Shares | $1.8M | 27K |
| Nucor Corp | NUE | Shares | $1.6M | 10K |
| Pepsico Inc | PEP | Shares | $1.6M | 10K |
| Cisco Sys Inc | CSCO | Shares | $1.5M | 20K |
| Shopify Inc | SHOP | Shares | $1.5M | 13K |
| Home Depot Inc | HD | Shares | $1.5M | 5K |
| Caterpillar Inc | CAT | Shares | $1.5M | 2K |
| M & T Bk Corp | MTB | Shares | $1.5M | 7K |
| Starbucks Corp | SBUX | Shares | $1.4M | 16K |
| Invesco Qqq Tr | QQQ | Shares | $1.4M | 2K |
| Micron Technology Inc | MU | Shares | $1.4M | 4K |
| Adams Diversified Equity Fd | ADX | Shares | $1.4M | 63K |
| Coca Cola Co | KO | Shares | $1.3M | 18K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $1.3M | 3K |
| Ishares Tr | IVV | Shares | $1.3M | 2K |
| Northrop Grumman Corp | NOC | Shares | $1.2M | 2K |
| Ishares Inc | EMXC | Shares | $1.2M | 15K |
| Eaton Corp Plc | Shares | $1.1M | 3K | |
| Bristol-Myers Squibb Co | BMY | Shares | $1.1M | 18K |
| Mondelez Intl Inc | MDLZ | Shares | $1.0M | 18K |
| Idexx Labs Inc | IDXX | Shares | $1.0M | 2K |
| Disney Walt Co | DIS | Shares | $998K | 10K |
| Novartis Ag | NVS | Shares | $986K | 6K |
| Vanguard Intl Equity Index F | VT | Shares | $976K | 7K |
| Ishares Tr | IBB | Shares | $944K | 6K |
| Verizon Communications Inc | VZ | Shares | $938K | 19K |
| Blackrock Inc | BLK | Shares | $937K | 975 |
| Conocophillips | COP | Shares | $920K | 7K |
| Deere & Co | DE | Shares | $900K | 2K |
| Valero Energy Corp | VLO | Shares | $899K | 4K |
| Coreweave Inc | CRWV | Shares | $890K | 11K |
| Servicenow Inc | NOW | Shares | $888K | 8K |
| Amgen Inc | AMGN | Shares | $854K | 2K |
| Cvs Health Corp | CVS | Shares | $848K | 12K |
| Palo Alto Networks Inc | PANW | Shares | $846K | 5K |
| Spdr Series Trust | XBI | Shares | $823K | 6K |
| Sofi Technologies Inc | SOFI | Shares | $816K | 51K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.