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

About Means Investment Co., Inc.

Investment Activity

Means Investment Co., Inc. has $1.38 billion in total holdings as of September 30, 2026.
Means Investment Co., Inc. owns shares of 183 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 3.03% of the portfolio was purchased this quarter.
About 2.66% of the portfolio was sold this quarter.
This quarter, Means Investment Co., Inc. has purchased 198 new stocks and bought additional shares in 74 stocks.
Means Investment Co., Inc. sold shares of 99 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $247,381,441
Vanguard FTSE All-World ex-US ETF: $107,824,882
Invesco S&P 500 Top 50 ETF: $104,639,364
Apple: $96,089,886
NVIDIA: $58,455,815

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $4,844,481 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $652,771 Holding
34959E109 - Fortinet: $224,523 Holding
446150104 - Huntington Bancshares: $164,545 Holding

Largest Purchases this Quarter

JPMorgan Income ETF: 234,007 shares (about $10.50M)
Vanguard S&P 500 ETF: 8,430 shares (about $5.91M)
EXXONMOBIL HOLDINGS CORP: 29,766 shares (about $4.84M)
Vanguard FTSE All-World ex-US ETF: 43,558 shares (about $3.61M)
Avantis U.S. Small Cap Value ETF: 25,505 shares (about $3.00M)

Largest Sales this Quarter

FIDELITY WISE ORIGIN BITCOIN: 52,805 shares (about $3.84M)
Apple: 7,225 shares (about $2.41M)
Microsoft: 4,665 shares (about $2.39M)
NVIDIA: 6,787 shares (about $1.55M)
Vanguard Mega Cap Growth ETF: 16,197 shares (about $1.50M)

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	$247,381,441	$5,908,257 ▲	2.4%	352,968	17.9%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$107,824,882	$3,614,006 ▲	3.5%	1,299,565	7.8%	ETF
XLG Invesco S&P 500 Top 50 ETF	$104,639,364	$1,293,128 ▲	1.3%	1,645,014	7.6%	ETF
AAPL Apple	$96,089,886	$2,406,069 ▼	-2.4%	288,541	7.0%	Technology
NVDA NVIDIA	$58,455,815	$1,550,012 ▼	-2.6%	255,959	4.2%	Technology
MSFT Microsoft	$48,711,348	$2,392,689 ▼	-4.7%	94,972	3.5%	Technology
AVUV Avantis U.S. Small Cap Value ETF	$48,374,546	$3,003,727 ▲	6.6%	410,754	3.5%	ETF
AMZN Amazon.com	$47,110,175	$241,675 ▲	0.5%	189,084	3.4%	Consumer Discretionary
MGK Vanguard Mega Cap Growth ETF	$42,124,296	$1,500,650 ▼	-3.4%	454,661	3.1%	ETF
IMCB iShares Morningstar Mid-Cap ETF	$41,052,003	$2,579,397 ▲	6.7%	434,505	3.0%	ETF
GOOG Alphabet	$33,275,977	$445,347 ▲	1.4%	97,658	2.4%	Communication Services
JPIE JPMorgan Income ETF	$33,036,151	$10,504,569 ▲	46.6%	735,936	2.4%	ETF
XLV Health Care Select Sector SPDR Fund	$28,274,338	$493,470 ▼	-1.7%	167,880	2.1%	ETF
FIDELITY WISE ORIGIN BITCOIN	$26,309,820	$3,835,752 ▼	-12.7%	362,195	1.9%	SHS
J P MORGAN EXCHANGE TRADED F	$25,577,189	$1,364,905 ▲	5.6%	500,336	1.9%	ACTIVE BOND ETF
META Meta Platforms	$21,466,997	$612,058 ▼	-2.8%	29,602	1.6%	Communication Services
MGV Vanguard Mega Cap Value ETF	$20,137,734	$1,365,401 ▼	-6.3%	125,009	1.5%	ETF
JPM JPMorgan Chase & Co.	$20,008,914	$1,204,551 ▼	-5.7%	60,481	1.5%	Finance
LAM RESEARCH CORP	$17,106,277	$1,040,069 ▼	-5.7%	52,072	1.2%	COM NEW
PALANTIR TECHNOLOGIES INC	$15,677,869	$249,152 ▼	-1.6%	83,816	1.1%	CL A
SMH VanEck Semiconductor ETF	$13,883,720	$1,037,716 ▲	8.1%	22,798	1.0%	ETF
XLF Financial Select Sector SPDR Fund	$13,202,604	$317,783 ▲	2.5%	247,240	1.0%	ETF
AVGO Broadcom	$11,012,044	$913,807 ▲	9.0%	31,356	0.8%	Technology
TSLA Tesla	$10,652,070	$410,869 ▲	4.0%	30,022	0.8%	Consumer Discretionary
BRK.B Berkshire Hathaway	$10,001,302	$24,399 ▲	0.2%	20,085	0.7%	Finance
WRB W.R. Berkley	$8,543,732	$338 ▲	0.0%	126,499	0.6%	Finance
PYLD PIMCO Multi Sector Bond Active ETF	$8,386,725	$424,927 ▼	-4.8%	330,316	0.6%	ETF
JNJ Johnson & Johnson	$7,351,829	$90,012 ▼	-1.2%	27,770	0.5%	Healthcare
CVX Chevron	$7,302,600	$1,079,257 ▼	-12.9%	35,760	0.5%	Energy
GOOGL Alphabet	$6,564,802	$129,720 ▲	2.0%	19,079	0.5%	Communication Services
BAC Bank of America	$6,144,419	$150,226 ▼	-2.4%	112,887	0.4%	Finance
V Visa	$5,974,284	$146,968 ▼	-2.4%	16,626	0.4%	Finance
ABBV AbbVie	$5,924,149	$68,274 ▼	-1.1%	22,647	0.4%	Healthcare
PM Philip Morris International	$5,694,023	$86,822 ▼	-1.5%	29,840	0.4%	Consumer Staples
LLY Eli Lilly and Company	$5,637,460	$168,939 ▲	3.1%	4,872	0.4%	Healthcare
VYM Vanguard High Dividend Yield ETF	$5,336,062	$519,297 ▼	-8.9%	34,382	0.4%	ETF
AMD Advanced Micro Devices	$5,322,312	$215,340 ▲	4.2%	8,700	0.4%	Technology
EXXONMOBIL HOLDINGS CORP	$4,844,481	$4,844,481 ▲	New Holding	29,766	0.4%	COM SHS
ORCL Oracle	$4,829,902	$101,464 ▲	2.1%	35,178	0.4%	Technology
WALMART INC	$4,471,587	$113,897 ▼	-2.5%	43,029	0.3%	COM
MU Micron Technology	$4,213,895	$100,128 ▲	2.4%	3,956	0.3%	Technology
MRK Merck & Co., Inc.	$4,041,164	$24,702 ▼	-0.6%	27,811	0.3%	Healthcare
MDY SPDR S&P MidCap 400 ETF Trust	$3,983,165	$816,335 ▼	-17.0%	6,065	0.3%	ETF
SCHW Charles Schwab	$3,617,288	$139,183 ▼	-3.7%	37,009	0.3%	Finance
IHI iShares U.S. Medical Devices ETF	$3,599,629	$496,053 ▼	-12.1%	70,374	0.3%	ETF
CRWD CrowdStrike	$3,588,158	$2,688,537 ▲	298.9%	13,553	0.3%	Technology
GS The Goldman Sachs Group	$3,441,231	$420,475 ▼	-10.9%	3,822	0.2%	Finance
PG Procter & Gamble	$3,248,831	$559,317 ▼	-14.7%	22,363	0.2%	Consumer Staples
OEF iShares S&P 100 ETF	$3,227,290		0.0%	8,447	0.2%	ETF
RTX RTX	$2,858,433	$188,248 ▼	-6.2%	15,397	0.2%	Industrials
TJX TJX Companies	$2,809,410	$15,877 ▼	-0.6%	21,234	0.2%	Consumer Discretionary
ABT Abbott Laboratories	$2,630,611	$48,624 ▼	-1.8%	26,618	0.2%	Healthcare
UBER Uber Technologies	$2,492,700	$65,154 ▼	-2.5%	36,384	0.2%	Industrials
CAC Camden National	$2,357,940	$18,651 ▼	-0.8%	42,604	0.2%	Finance
SPY SPDR S&P 500 ETF Trust	$2,316,561	$11,438 ▼	-0.5%	3,038	0.2%	ETF
NUE Nucor	$2,256,217	$234 ▲	0.0%	9,652	0.2%	Materials
IJR iShares Core S&P Small-Cap ETF	$2,166,336	$103,120 ▼	-4.5%	15,924	0.2%	ETF
CSCO Cisco Systems	$2,160,324	$7,749 ▼	-0.4%	20,072	0.2%	Technology
MCD McDonald's	$1,943,644	$45,496 ▼	-2.3%	8,416	0.1%	Consumer Discretionary
BX Blackstone	$1,868,233	$37,775 ▼	-2.0%	16,667	0.1%	Finance
CRM Salesforce	$1,786,311	$162,538 ▼	-8.3%	7,781	0.1%	Technology
QQQ Invesco QQQ	$1,762,532	$2,219 ▲	0.1%	2,383	0.1%	ETF
MO Altria Group	$1,738,472	$64,984 ▼	-3.6%	25,816	0.1%	Consumer Staples
CAT Caterpillar	$1,736,253	$16,219 ▲	0.9%	2,141	0.1%	Industrials
JEPI JPMorgan Equity Premium Income ETF	$1,649,833	$129,194 ▼	-7.3%	29,346	0.1%	ETF
ADX Adams Diversified Equity Fund	$1,605,273		0.0%	62,535	0.1%	Finance
COREWEAVE INC	$1,599,436	$491,357 ▲	44.3%	18,359	0.1%	COM CL A
SHOPIFY INC	$1,589,344	$74,151 ▼	-4.5%	10,717	0.1%	CL A SUB VTG SHS
PANW Palo Alto Networks	$1,571,819	$17,085 ▲	1.1%	3,956	0.1%	Technology
IVV iShares Core S&P 500 ETF	$1,557,934	$3,830 ▼	-0.2%	2,034	0.1%	ETF
PDI PIMCO Dynamic Income Fund	$1,520,187	$5,261 ▲	0.3%	108,353	0.1%	Finance
MTB M&T Bank	$1,481,585	$54,833 ▼	-3.6%	6,809	0.1%	Finance
IBM International Business Machines	$1,441,776	$226,075 ▼	-13.6%	6,556	0.1%	Technology
KO Coca-Cola	$1,441,487	$28,234 ▼	-1.9%	16,746	0.1%	Consumer Staples
CCJ Cameco	$1,441,042	$10,487 ▼	-0.7%	16,627	0.1%	Energy
SBUX Starbucks	$1,415,709	$41,155 ▼	-2.8%	15,067	0.1%	Consumer Discretionary
NEE NextEra Energy	$1,371,037	$47,337 ▼	-3.3%	18,102	0.1%	Utilities
VLO Valero Energy	$1,369,070	$37,211 ▼	-2.6%	3,532	0.1%	Energy
ETN Eaton	$1,304,275	$41,255 ▼	-3.1%	3,035	0.1%	Industrials
BABA Alibaba Group	$1,276,991	$358,848 ▼	-21.9%	11,875	0.1%	Consumer Discretionary
PEP PepsiCo	$1,259,302	$16,473 ▼	-1.3%	9,938	0.1%	Consumer Staples
HD Home Depot	$1,247,371	$29,584 ▼	-2.3%	4,385	0.1%	Consumer Discretionary
SNOW Snowflake	$1,215,481	$39,384 ▼	-3.1%	3,580	0.1%	Technology
EMXC iShares MSCI Emerging Markets ex China ETF	$1,177,416	$54,793 ▼	-4.4%	11,883	0.1%	ETF
DE Deere & Company	$1,088,393	$2,014 ▲	0.2%	1,621	0.1%	Industrials
VT Vanguard Total World Stock ETF	$1,085,640	$1,263 ▲	0.1%	6,878	0.1%	ETF
BMY Bristol Myers Squibb	$1,056,849	$8,923 ▼	-0.8%	16,937	0.1%	Healthcare
PSX Phillips 66	$1,052,049	$766 ▲	0.1%	4,121	0.1%	Energy
AMGN Amgen	$1,013,671	$16,438 ▼	-1.6%	2,405	0.1%	Healthcare
IBB iShares Biotechnology ETF	$1,008,380	$120,837 ▼	-10.7%	4,790	0.1%	ETF
IDXX IDEXX Laboratories	$947,467	$522 ▲	0.1%	1,814	0.1%	Healthcare
MDLZ Mondelez International	$934,193	$51,980 ▼	-5.3%	16,157	0.1%	Consumer Staples
VUG Vanguard Growth ETF	$928,555	$13,246 ▼	-1.4%	10,305	0.1%	ETF
NOW ServiceNow	$921,354	$134,149 ▼	-12.7%	6,875	0.1%	Technology
XBI SPDR S&P Biotech ETF	$918,043	$144,755 ▼	-13.6%	5,822	0.1%	ETF
DIS Walt Disney	$904,111	$107,939 ▼	-10.7%	8,619	0.1%	Communication Services
COP ConocoPhillips	$872,823	$626 ▲	0.1%	6,974	0.1%	Energy
BLACKROCK INC	$842,325	$52,910 ▼	-5.9%	796	0.1%	COM
NVS Novartis	$797,455	$105,082 ▼	-11.6%	5,593	0.1%	Healthcare
MA Mastercard	$771,500	$73,896 ▼	-8.7%	1,399	0.1%	Finance

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

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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