Means Investment Co., Inc. Top Holdings and 13F Report (2026) About Means Investment Co., Inc.Investment ActivityMeans Investment Co., Inc. has $1.32 billion in total holdings as of June 30, 2026.Means Investment Co., Inc. owns shares of 198 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 6.94% of the portfolio was purchased this quarter.About 1.72% of the portfolio was sold this quarter.This quarter, Means Investment Co., Inc. has purchased 193 new stocks and bought additional shares in 87 stocks.Means Investment Co., Inc. sold shares of 93 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $236,632,331Vanguard FTSE All-World ex-US ETF $105,190,584Invesco S&P 500 Top 50 ETF $99,479,432Apple $85,582,845NVIDIA $52,572,751 Largest New Holdings this Quarter 46641Q159 - JPMorgan Income ETF $23,113,830 Holding922908629 - Vanguard Mid-Cap ETF $287,725 Holding25459W458 - Direxion Daily Semiconductors Bull 3x Shares $241,113 Holding573874104 - Marvell Technology $228,519 Holding464287606 - iShares S&P Mid-Cap 400 Growth ETF $227,191 Holding Largest Purchases this Quarter Vanguard Mega Cap Growth ETF 375,087 shares (about $32.97M)JPMorgan Income ETF 501,929 shares (about $23.11M)FIDELITY WISE ORIGIN BITCOIN 116,394 shares (about $5.94M)PIMCO Multi Sector Bond Active ETF 142,549 shares (about $3.78M)Alphabet 10,483 shares (about $3.70M) Largest Sales this Quarter iShares Morningstar Mid-Cap ETF 25,201 shares (about $2.43M)Microsoft 4,964 shares (about $1.85M)Netflix 21,286 shares (about $1.52M)Mastercard 2,736 shares (about $1.41M)Salesforce 7,702 shares (about $1.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeans Investment Co., Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$236,632,331$1,145,600 â–²0.5%344,53817.9%ETFVEUVanguard FTSE All-World ex-US ETF$105,190,584$729,546 â–¼-0.7%1,256,0077.9%ETFXLGInvesco S&P 500 Top 50 ETF$99,479,432$3,695,536 â–²3.9%1,624,6857.5%ETFAAPLApple$85,582,845$373,564 â–¼-0.4%295,7666.5%TechnologyNVDANVIDIA$52,572,751$40,018 â–²0.1%262,7464.0%TechnologyAVUVAvantis U.S. Small Cap Value ETF$48,063,634$1,095,392 â–¼-2.2%385,2493.6%ETFAMZNAmazon.com$44,835,035$878,520 â–¼-1.9%188,1143.4%Consumer DiscretionaryMGKVanguard Mega Cap Growth ETF$41,393,116$32,973,890 â–²391.6%470,8583.1%ETFIMCBiShares Morningstar Mid-Cap ETF$39,319,628$2,433,409 â–¼-5.8%407,2043.0%ETFMSFTMicrosoft$37,166,647$1,851,674 â–¼-4.7%99,6372.8%TechnologyGOOGAlphabet$34,043,551$3,703,942 â–²12.2%96,3512.6%Communication ServicesXLVHealth Care Select Sector SPDR Fund$27,100,704$1,475,061 â–²5.8%170,8102.0%ETFJ P MORGAN EXCHANGE TRADED F$25,339,506$2,233,570 â–²9.7%473,6361.9%ACTIVE BOND ETFLAM RESEARCH CORP$23,936,073$596,690 â–¼-2.4%55,2381.8%COM NEWJPIEJPMorgan Income ETF$23,113,830$23,113,830 â–²New Holding501,9291.7%ETFMGVVanguard Mega Cap Value ETF$21,818,109$527,126 â–¼-2.4%133,4851.6%ETFFIDELITY WISE ORIGIN BITCOIN$21,185,733$5,941,909 â–²39.0%415,0001.6%SHSJPMJPMorgan Chase & Co.$20,989,143$339,443 â–¼-1.6%64,1221.6%FinanceMETAMeta Platforms$17,149,824$712,558 â–¼-4.0%30,4461.3%Communication ServicesSMHVanEck Semiconductor ETF$13,835,430$2,044,422 â–²17.3%21,0941.0%ETFXLFFinancial Select Sector SPDR Fund$12,935,488$814,442 â–²6.7%241,2891.0%ETFTSLATesla$12,140,319$667,499 â–²5.8%28,8640.9%Consumer DiscretionaryAVGOBroadcom$10,861,839$526,584 â–²5.1%28,7540.8%TechnologyBRK.BBerkshire Hathaway$10,025,791$221,672 â–¼-2.2%20,0360.8%FinancePALANTIR TECHNOLOGIES INC$9,934,191$100,803 â–²1.0%85,1480.8%CL APYLDPIMCO Multi Sector Bond Active ETF$9,203,830$3,780,404 â–²69.7%347,0520.7%ETFWRBW.R. Berkley$8,921,622$13,119 â–²0.1%126,4940.7%FinanceJNJJohnson & Johnson$7,139,115$1,624,396 â–²29.5%28,1100.5%HealthcareCVXChevron$6,803,699$17,239 â–¼-0.3%41,0450.5%EnergyGOOGLAlphabet$6,683,424$23,943 â–¼-0.4%18,7020.5%Communication ServicesBACBank of America$6,589,585$62,165 â–¼-0.9%115,6470.5%FinanceVYMVanguard High Dividend Yield ETF$5,962,210$26,707 â–²0.4%37,7280.5%ETFVVisa$5,844,491$417,194 â–¼-6.7%17,0350.4%FinanceABBVAbbVie$5,764,551$129,091 â–¼-2.2%22,9080.4%HealthcareLLYEli Lilly and Company$5,668,156$178,704 â–²3.3%4,7260.4%HealthcarePMPhilip Morris International$5,480,586$47,940 â–¼-0.9%30,2950.4%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$5,139,874$1,364,444 â–²36.1%7,3080.4%ETFORCLOracle$5,047,049$60,965 â–²1.2%34,4390.4%TechnologyWALMART INC$4,997,616$56,404 â–¼-1.1%44,1250.4%COMAMDAdvanced Micro Devices$4,849,437$2,440,984 â–²101.4%8,3480.4%TechnologyMUMicron Technology$4,457,920$328,976 â–¼-6.9%3,8620.3%TechnologyXOMExxonMobil$4,357,767$144,785 â–¼-3.2%31,8740.3%EnergyGSThe Goldman Sachs Group$4,338,218$7,080 â–²0.2%4,2890.3%FinanceIHIiShares U.S. Medical Devices ETF$3,956,340$436,190 â–¼-9.9%80,0720.3%ETFPGProcter & Gamble$3,843,917$48,098 â–¼-1.2%26,2130.3%Consumer StaplesMRKMerck & Co., Inc.$3,595,510$5,525 â–¼-0.2%27,9810.3%HealthcareSCHWCharles Schwab$3,546,171$138,772 â–¼-3.8%38,4330.3%FinanceTJXTJX Companies$3,235,184$2,879 â–²0.1%21,3540.2%Consumer DiscretionaryRTXRTX$3,113,691$45,346 â–²1.5%16,4110.2%IndustrialsOEFiShares S&P 100 ETF$3,090,3700.0%8,4470.2%ETFUBERUber Technologies$2,694,060$340,374 â–¼-11.2%37,3350.2%IndustrialsCRWDCrowdStrike$2,593,150$29,762 â–¼-1.1%3,3980.2%TechnologyIJRiShares Core S&P Small-Cap ETF$2,474,072$33,221 â–¼-1.3%16,6820.2%ETFABTAbbott Laboratories$2,459,940$90,286 â–¼-3.5%27,1100.2%HealthcareCSCOCisco Systems$2,366,065$204,729 â–¼-8.0%20,1440.2%TechnologyMCDMcDonald's$2,328,268$115,156 â–¼-4.7%8,6130.2%Consumer DiscretionaryCACCamden National$2,328,249$4,338 â–²0.2%42,9410.2%FinanceSPYSPDR S&P 500 ETF Trust$2,279,587$32,107 â–²1.4%3,0530.2%ETFCATCaterpillar$2,258,229$9,582 â–¼-0.4%2,1210.2%IndustrialsNUENucor$2,149,661$223 â–²0.0%9,6510.2%MaterialsIBMInternational Business Machines$2,132,830$172,393 â–¼-7.5%7,5840.2%TechnologyBXBlackstone$2,000,906$13,062 â–²0.7%17,0040.2%FinanceMOAltria Group$1,926,900$1,511 â–²0.1%26,7810.1%Consumer StaplesPDIPIMCO Dynamic Income Fund$1,803,238$188,059 â–¼-9.4%107,9780.1%FinanceJEPIJPMorgan Equity Premium Income ETF$1,787,275$128,268 â–¼-6.7%31,6440.1%ETFQQQInvesco QQQ$1,752,874$55,238 â–¼-3.1%2,3800.1%ETFCCJCameco$1,705,928$21,390 â–¼-1.2%16,7480.1%EnergyMTBM&T Bank$1,680,675$1,190 â–²0.1%7,0610.1%FinanceNEENextEra Energy$1,643,694$46,607 â–¼-2.8%18,7270.1%UtilitiesADXAdams Diversified Equity Fund$1,597,7690.0%62,5350.1%FinanceSBUXStarbucks$1,584,456$45,679 â–¼-2.8%15,5050.1%Consumer DiscretionaryHDHome Depot$1,583,228$40,559 â–¼-2.5%4,4890.1%Consumer DiscretionaryIVViShares Core S&P 500 ETF$1,526,672$8,236 â–²0.5%2,0390.1%ETFBABAAlibaba Group$1,460,038$3,839 â–¼-0.3%15,2120.1%Consumer DiscretionaryKOCocaCola$1,387,594$48,924 â–¼-3.4%17,0740.1%Consumer StaplesPEPPepsiCo$1,363,259$31,685 â–¼-2.3%10,0680.1%Consumer StaplesPANWPalo Alto Networks$1,334,463$464,487 â–¼-25.8%3,9130.1%TechnologyETNEaton$1,334,394$44,750 â–²3.5%3,1310.1%IndustrialsCRMSalesforce$1,329,819$1,206,534 â–¼-47.6%8,4890.1%TechnologySHOPIFY INC$1,280,767$178,236 â–¼-12.2%11,2170.1%CL A SUB VTG SHSEMXCiShares MSCI Emerging Markets ex China ETF$1,272,250$232,025 â–¼-15.4%12,4360.1%ETFCOREWEAVE INC$1,266,049$122,633 â–²10.7%12,7190.1%COM CL ACVSCVS Health$1,225,597$3,517 â–²0.3%11,8470.1%HealthcareVTVanguard Total World Stock ETF$1,078,300$29,037 â–¼-2.6%6,8700.1%ETFXBISPDR S&P Biotech ETF$1,066,592$31,017 â–²3.0%6,7400.1%ETFDEDeere & Company$1,026,037$12,683 â–²1.3%1,6180.1%IndustrialsIBBiShares Biotechnology ETF$1,020,202$42,604 â–¼-4.0%5,3640.1%ETFNVSNovartis$992,009$19,589 â–¼-1.9%6,3300.1%HealthcareMDLZMondelez International$986,514$45,115 â–¼-4.4%17,0560.1%Consumer StaplesBMYBristol Myers Squibb$984,136$24,719 â–¼-2.5%17,0800.1%HealthcareIDXXIDEXX Laboratories$954,652$1,580 â–¼-0.2%1,8130.1%HealthcareVLOValero Energy$944,821$2,865 â–¼-0.3%3,6280.1%EnergySNOWSnowflake$940,524$17,304 â–²1.9%3,6960.1%TechnologySOFISoFi Technologies$939,1330.0%52,3780.1%FinanceDISWalt Disney$928,611$68,433 â–¼-6.9%9,6480.1%Communication ServicesCARRCarrier Global$915,973$8,948 â–¼-1.0%12,4880.1%IndustrialsVUGVanguard Growth ETF$900,345$750,460 â–²500.7%10,4520.1%ETFAMGNAmgen$884,945$6,156 â–²0.7%2,4440.1%HealthcareXHBSPDR S&P Homebuilders ETF$870,024$2,773 â–¼-0.3%7,5290.1%ETFQCOMQualcomm$831,532$24,946 â–¼-2.9%4,5000.1%TechnologyShowing largest 100 holdings. 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