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MEANS INVESTMENT CO., INC.
hedge fundUpdated 27 days agoManaged by Means Investment Co., Inc. • Latest filing Q2 2026
Portfolio value
$1.3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
99.9%
Weight of largest holdings
Annualized return
26.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $569.3M |
| Q2 2023 | $631.9M |
| Q3 2023 | $610.7M |
| Q4 2023 | $693.9M |
| Q1 2024 | $773.1M |
| Q2 2024 | $836.5M |
| Q3 2024 | $900.1M |
| Q4 2024 | $960.7M |
| Q1 2025 | $941.7M |
| Q2 2025 | $1.1B |
| Q3 2025 | $1.2B |
| Q4 2025 | $1.2B |
| Q1 2026 | $1.1B |
| Q2 2026 | $1.3B |
Top holdings
209 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $236.6M | 344.5K | 17.87% | — |
| 2 | V VGES VANGUARD INTL EQUITY INDEX F | $105.2M | 1.26M | 7.94% | — |
| 3 | I IVZ INVESCO EXCHANGE TRADED FD T | $99.5M | 1.62M | 7.51% | — |
| 4 | A AAPL APPLE INC | $85.6M | 295.7K | 6.46% | — |
| 5 | N NVDA NVIDIA CORPORATION | $52.6M | 262.7K | 3.97% | — |
| 6 | ? N/A AMERICAN CENTY ETF TR | $48.1M | 385.2K | 3.63% | — |
| 7 | A AMZN AMAZON COM INC | $44.8M | 188.1K | 3.39% | — |
| 8 | V VGES VANGUARD WORLD FD | $41.4M | 470.9K | 3.13% | — |
| 9 | E ETHA ISHARES TR | $39.3M | 407.2K | 2.97% | — |
| 10 | M MSFT MICROSOFT CORP | $37.2M | 99.6K | 2.81% | — |
| 11 | G GOOGN ALPHABET INC | $34M | 96.4K | 2.57% | — |
| 12 | S STT-PG SELECT SECTOR SPDR TR | $27.1M | 170.8K | 2.05% | — |
| 13 | ? N/A J P MORGAN EXCHANGE TRADED F | $25.3M | 473.6K | 1.91% | — |
| 14 | L LRCX LAM RESEARCH CORP | $23.9M | 55.2K | 1.81% | — |
| 15 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $23.1M | 501.9K | 1.75% | — |
| 16 | V VGES VANGUARD WORLD FD | $21.8M | 133.5K | 1.65% | — |
| 17 | F FBTC FIDELITY WISE ORIGIN BITCOIN | $21.2M | 415.0K | 1.60% | — |
| 18 | J JPM-PM JPMORGAN CHASE & CO | $20.9M | 63.9K | 1.58% | — |
| 19 | M META META PLATFORMS INC | $17.1M | 30.4K | 1.30% | — |
| 20 | H HODL VANECK ETF TRUST | $13.8M | 21.1K | 1.04% | — |