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MEANS INVESTMENT CO., INC.
Updated 2 days agoManaged by Means Investment Co., Inc. • Latest filing Q3 2026
Portfolio value
$1.4B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
99.9%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.2B |
| Q4 2025 | $1.2B |
| Q1 2026 | $1.1B |
| Q2 2026 | $1.3B |
| Q3 2026 | $1.4B |
Top holdings
197 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $247.4M | 353.0K | 17.95% | — | |
| 2 | $107.8M | 1.30M | 7.82% | — | |
| 3 | $104.6M | 1.65M | 7.59% | — | |
| 4 | $96.1M | 288.4K | 6.97% | — | |
| 5 | $58.5M | 256.0K | 4.24% | — | |
| 6 | $48.5M | 94.5K | 3.52% | — | |
| 7 | $48.4M | 410.8K | 3.51% | — | |
| 8 | $47.1M | 189.1K | 3.42% | — | |
| 9 | $41.9M | 452.7K | 3.04% | — | |
| 10 | $41.1M | 434.5K | 2.98% | — | |
| 11 | $33.3M | 97.7K | 2.41% | — | |
| 12 | $33M | 735.9K | 2.40% | — | |
| 13 | $28.3M | 167.9K | 2.05% | — | |
| 14 | $26.3M | 362.2K | 1.91% | — | |
| 15 | $25.6M | 500.3K | 1.86% | — | |
| 16 | $21.5M | 29.6K | 1.56% | — | |
| 17 | $20.1M | 125.0K | 1.46% | — | |
| 18 | $20M | 60.5K | 1.45% | — | |
| 19 | $17.1M | 52.1K | 1.24% | — | |
| 20 | $15.7M | 83.8K | 1.14% | — |