Means Investment Co., Inc. Top Holdings and 13F Report (2026)

About Means Investment Co., Inc.

Investment Activity

Means Investment Co., Inc. has $1.15 billion in total holdings as of March 31, 2026.
Means Investment Co., Inc. owns shares of 193 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 2.54% of the portfolio was purchased this quarter.
About 0.61% of the portfolio was sold this quarter.
This quarter, Means Investment Co., Inc. has purchased 185 new stocks and bought additional shares in 83 stocks.
Means Investment Co., Inc. sold shares of 85 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $204,882,077
Vanguard FTSE All-World ex-US ETF: $94,980,287
Invesco S&P 500 Top 50 ETF: $85,334,194
Apple: $75,390,029
NVIDIA: $45,788,026

Largest New Holdings this Quarter

369604301 - GE Aerospace: $676,115 Holding
46137V357 - Invesco S&P 500 Equal Weight ETF: $655,029 Holding
36828A101 - GE VERNOVA INC: $408,794 Holding
501044101 - Kroger: $376,272 Holding
020002101 - Allstate: $373,491 Holding

Largest Purchases this Quarter

Invesco S&P 500 Top 50 ETF: 100,114 shares (about $5.46M)
Vanguard S&P 500 ETF: 7,284 shares (about $4.35M)
PIMCO Multi Sector Bond Active ETF: 136,439 shares (about $3.57M)
FIDELITY WISE ORIGIN BITCOIN: 21,407 shares (about $1.26M)
Microsoft: 2,910 shares (about $1.08M)

Largest Sales this Quarter

Vanguard Mega Cap Value ETF: 3,073 shares (about $445.43K)
Apple: 1,615 shares (about $409.87K)
LAM RESEARCH CORP: 1,796 shares (about $383.74K)
WALMART INC: 2,720 shares (about $338.04K)
Vanguard Mega Cap Growth ETF: 915 shares (about $336.21K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$204,882,077	$4,352,557 ▲	2.2%	342,870	17.8%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$94,980,287	$305,807 ▼	-0.3%	1,264,718	8.3%	ETF
XLG Invesco S&P 500 Top 50 ETF	$85,334,194	$5,461,218 ▲	6.8%	1,564,330	7.4%	ETF
AAPL Apple	$75,390,029	$409,870 ▼	-0.5%	297,057	6.6%	Computer and Technology
NVDA NVIDIA	$45,788,026	$3,139 ▲	0.0%	262,546	4.0%	Computer and Technology
AVUV Avantis U.S. Small Cap Value ETF	$43,528,374	$284,460 ▼	-0.6%	394,029	3.8%	ETF
AMZN Amazon.com	$39,946,115	$464,858 ▲	1.2%	191,800	3.5%	Retail/Wholesale
MSFT Microsoft	$38,720,089	$1,077,193 ▲	2.9%	104,601	3.4%	Computer and Technology
IMCB iShares Morningstar Mid-Cap ETF	$36,075,524	$366,424 ▲	1.0%	432,405	3.1%	ETF
MGK Vanguard Mega Cap Growth ETF	$35,190,149	$336,208 ▼	-0.9%	95,771	3.1%	ETF
GOOG Alphabet	$24,632,108	$71,428 ▼	-0.3%	85,868	2.1%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$23,679,463	$492,024 ▲	2.1%	161,513	2.1%	ETF
J P MORGAN EXCHANGE TRADED F	$23,222,543	$379,455 ▲	1.7%	431,887	2.0%	ACTIVE BOND ETF
MGV Vanguard Mega Cap Value ETF	$19,816,138	$445,432 ▼	-2.2%	136,710	1.7%	ETF
JPM JPMorgan Chase & Co.	$19,167,125	$565,374 ▲	3.0%	65,159	1.7%	Finance
META Meta Platforms	$18,142,950	$187,660 ▲	1.0%	31,711	1.6%	Computer and Technology
FIDELITY WISE ORIGIN BITCOIN	$17,626,692	$1,263,654 ▲	7.7%	298,606	1.5%	SHS
PALANTIR TECHNOLOGIES INC	$12,329,031	$42,860 ▼	-0.3%	84,284	1.1%	CL A
LAM RESEARCH CORP	$12,096,437	$383,736 ▼	-3.1%	56,615	1.1%	COM NEW
XLF Financial Select Sector SPDR Fund	$11,162,385	$519,371 ▲	4.9%	226,097	1.0%	ETF
TSLA Tesla	$10,140,331	$273,983 ▲	2.8%	27,277	0.9%	Auto/Tires/Trucks
BRK.B Berkshire Hathaway	$9,813,690	$39,295 ▼	-0.4%	20,479	0.9%	Finance
CVX Chevron	$8,513,686	$487,454 ▲	6.1%	41,149	0.7%	Energy
AVGO Broadcom	$8,468,175	$492,120 ▲	6.2%	27,360	0.7%	Computer and Technology
WRB W.R. Berkley	$8,371,694	$10,406 ▼	-0.1%	126,308	0.7%	Finance
SMH VanEck Semiconductor ETF	$6,892,440	$355,415 ▲	5.4%	17,977	0.6%	Manufacturing
BAC Bank of America	$5,690,979	$92,186 ▼	-1.6%	116,738	0.5%	Finance
XOM ExxonMobil	$5,587,387	$2,206 ▼	0.0%	32,933	0.5%	Energy
VYM Vanguard High Dividend Yield ETF	$5,562,535	$150,027 ▼	-2.6%	37,559	0.5%	ETF
WALMART INC	$5,545,776	$338,043 ▼	-5.7%	44,623	0.5%	COM
V Visa	$5,516,173	$89,161 ▲	1.6%	18,251	0.5%	Business Services
GOOGL Alphabet	$5,397,185	$43,709 ▲	0.8%	18,769	0.5%	Computer and Technology
PYLD PIMCO Multi Sector Bond Active ETF	$5,357,980	$3,574,703 ▲	200.5%	204,503	0.5%	ETF
JNJ Johnson & Johnson	$5,307,817	$43,022 ▼	-0.8%	21,714	0.5%	Medical
ABBV AbbVie	$5,093,790	$132,450 ▼	-2.5%	23,421	0.4%	Medical
PM Philip Morris International	$5,052,742	$124,169 ▼	-2.4%	30,560	0.4%	Consumer Staples
ORCL Oracle	$5,005,150	$65,170 ▲	1.3%	34,023	0.4%	Computer and Technology
IHI iShares U.S. Medical Devices ETF	$4,742,807	$227,537 ▼	-4.6%	88,900	0.4%	ETF
LLY Eli Lilly and Company	$4,209,404	$81,852 ▼	-1.9%	4,577	0.4%	Medical
PG Procter & Gamble	$3,833,645	$553,070 ▲	16.9%	26,541	0.3%	Consumer Staples
SCHW Charles Schwab	$3,753,288	$43,231 ▼	-1.1%	39,937	0.3%	Finance
GS The Goldman Sachs Group	$3,622,535	$79,523 ▼	-2.1%	4,282	0.3%	Finance
TJX TJX Companies	$3,407,170	$30,343 ▼	-0.9%	21,335	0.3%	Retail/Wholesale
MRK Merck & Co., Inc.	$3,371,019	$120,290 ▼	-3.4%	28,024	0.3%	Medical
MDY SPDR S&P MidCap 400 ETF Trust	$3,310,887	$123,356 ▼	-3.6%	5,368	0.3%	ETF
NFLX Netflix	$3,145,305	$138,170 ▲	4.6%	32,712	0.3%	Consumer Discretionary
RTX RTX	$3,119,634	$241,322 ▲	8.4%	16,172	0.3%	Aerospace
UBER Uber Technologies	$3,024,816	$31,793 ▲	1.1%	42,052	0.3%	Computer and Technology
CRM Salesforce	$3,022,396	$86,055 ▲	2.9%	16,191	0.3%	Computer and Technology
ABT Abbott Laboratories	$2,885,561	$18,583 ▼	-0.6%	28,105	0.3%	Medical
MCD McDonald's	$2,809,211	$44,132 ▼	-1.5%	9,039	0.2%	Retail/Wholesale
OEF iShares S&P 100 ETF	$2,686,621	$14,313 ▼	-0.5%	8,447	0.2%	ETF
MA Mastercard	$2,133,015	$86,939 ▲	4.2%	4,269	0.2%	Business Services
IJR iShares Core S&P Small-Cap ETF	$2,101,643	$28,716 ▼	-1.3%	16,906	0.2%	ETF
PDI PIMCO Dynamic Income Fund	$2,040,175	$208,964 ▼	-9.3%	119,239	0.2%	Financial Services
CAC Camden National	$2,033,762	$35,920 ▼	-1.7%	42,861	0.2%	Finance
IBM International Business Machines	$1,986,982	$177,197 ▲	9.8%	8,197	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,957,804	$3,903 ▲	0.2%	3,010	0.2%	Finance
BX Blackstone	$1,942,577	$15,179 ▲	0.8%	16,893	0.2%	Finance
JEPI JPMorgan Equity Premium Income ETF	$1,922,327	$120,503 ▼	-5.9%	33,915	0.2%	ETF
BABA Alibaba Group	$1,913,504	$13,550 ▼	-0.7%	15,252	0.2%	Retail/Wholesale
CCJ Cameco	$1,841,784	$34,320 ▲	1.9%	16,958	0.2%	Basic Materials
NEE NextEra Energy	$1,788,674	$47,369 ▲	2.7%	19,258	0.2%	Utilities
MO Altria Group	$1,765,913	$132 ▼	0.0%	26,760	0.2%	Consumer Staples
CSCO Cisco Systems	$1,698,245	$160,614 ▲	10.4%	21,887	0.1%	Computer and Technology
NUE Nucor	$1,631,764	$169 ▲	0.0%	9,650	0.1%	Basic Materials
PEP PepsiCo	$1,599,860	$59,634 ▼	-3.6%	10,302	0.1%	Consumer Staples
SHOPIFY INC	$1,515,736	$50,414 ▼	-3.2%	12,778	0.1%	CL A SUB VTG SHS
HD Home Depot	$1,514,246	$33,219 ▼	-2.1%	4,604	0.1%	Retail/Wholesale
CAT Caterpillar	$1,508,972	$16,294 ▼	-1.1%	2,130	0.1%	Industrials
MTB M&T Bank	$1,458,629	$54,575 ▼	-3.6%	7,056	0.1%	Finance
SBUX Starbucks	$1,429,172	$73,465 ▼	-4.9%	15,952	0.1%	Retail/Wholesale
QQQ Invesco QQQ	$1,417,167	$15,009 ▼	-1.0%	2,455	0.1%	Finance
MU Micron Technology	$1,400,856	$10,810 ▲	0.8%	4,147	0.1%	Computer and Technology
ADX Adams Diversified Equity Fund	$1,368,891		0.0%	62,535	0.1%	Finance
KO CocaCola	$1,344,245	$18,708 ▲	1.4%	17,676	0.1%	Consumer Staples
CRWD CrowdStrike	$1,341,680	$31,619 ▲	2.4%	3,437	0.1%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,324,450	$22,858 ▼	-1.7%	2,028	0.1%	ETF
NOC Northrop Grumman	$1,246,982	$12,961 ▼	-1.0%	1,828	0.1%	Aerospace
EMXC iShares MSCI Emerging Markets ex China ETF	$1,156,615	$106,348 ▼	-8.4%	14,704	0.1%	Manufacturing
ETN Eaton	$1,082,219	$1,073 ▲	0.1%	3,026	0.1%	Industrials
BMY Bristol Myers Squibb	$1,061,903	$32,447 ▼	-3.0%	17,509	0.1%	Medical
MDLZ Mondelez International	$1,028,052	$65,939 ▼	-6.0%	17,836	0.1%	Consumer Staples
IDXX IDEXX Laboratories	$1,020,623	$15,174 ▼	-1.5%	1,816	0.1%	Medical
DIS Walt Disney	$998,353	$38,550 ▼	-3.7%	10,359	0.1%	Consumer Discretionary
NVS Novartis	$985,974	$20,162 ▼	-2.0%	6,455	0.1%	Medical
VT Vanguard Total World Stock ETF	$975,862	$4,426 ▼	-0.5%	7,055	0.1%	ETF
IBB iShares Biotechnology ETF	$943,583	$28,031 ▼	-2.9%	5,588	0.1%	Finance
VZ Verizon Communications	$938,347	$60,341 ▲	6.9%	18,692	0.1%	Computer and Technology
BLACKROCK INC	$937,390	$84,605 ▼	-8.3%	975	0.1%	COM
COP ConocoPhillips	$919,651	$264 ▲	0.0%	6,967	0.1%	Energy
DE Deere & Company	$900,257	$87,885 ▼	-8.9%	1,598	0.1%	Industrials
VLO Valero Energy	$899,179	$48,431 ▲	5.7%	3,639	0.1%	Energy
NOW ServiceNow	$898,846	$1,882 ▲	0.2%	8,597	0.1%	Computer and Technology
COREWEAVE INC	$889,898	$590,244 ▲	197.0%	11,487	0.1%	COM CL A
AMGN Amgen	$854,008	$36,595 ▲	4.5%	2,427	0.1%	Medical
CVS CVS Health	$848,402	$553,153 ▲	187.4%	11,813	0.1%	Medical
PANW Palo Alto Networks	$845,743	$40,243 ▲	5.0%	5,275	0.1%	Computer and Technology
AMD Advanced Micro Devices	$843,421	$49,840 ▲	6.3%	4,146	0.1%	Computer and Technology
XBI SPDR S&P Biotech ETF	$835,866	$15,966 ▲	1.9%	6,544	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Means Investment Co., Inc. Top Holdings and 13F Report (2026)

About Means Investment Co., Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Means Investment Co., Inc. Top Holdings and 13F Report (2026)

About Means Investment Co., Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeans Investment Co., Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools