Back to MEANS INVESTMENT CO., INC.

MEANS INVESTMENT CO., INC.

Q2 2026 13F filing

Updated 27 days ago

209 disclosed positions worth $1.3B

Portfolio value
$1.3B
Total holdings
209
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

Value
$236.6M
Shares
344.5K
% Port
17.87%
V

VANGUARD INTL EQUITY INDEX F

Value
$105.2M
Shares
1.26M
% Port
7.94%
I
3.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$99.5M
Shares
1.62M
% Port
7.51%
A

APPLE INC

Value
$85.6M
Shares
295.7K
% Port
6.46%
N

NVIDIA CORPORATION

Value
$52.6M
Shares
262.7K
% Port
3.97%
?
6.N/A

AMERICAN CENTY ETF TR

Value
$48.1M
Shares
385.2K
% Port
3.63%
A

AMAZON COM INC

Value
$44.8M
Shares
188.1K
% Port
3.39%
V

VANGUARD WORLD FD

Value
$41.4M
Shares
470.9K
% Port
3.13%
E

ISHARES TR

Value
$39.3M
Shares
407.2K
% Port
2.97%
M
10.MSFT

MICROSOFT CORP

Value
$37.2M
Shares
99.6K
% Port
2.81%
G

ALPHABET INC

Value
$34M
Shares
96.4K
% Port
2.57%
S

SELECT SECTOR SPDR TR

Value
$27.1M
Shares
170.8K
% Port
2.05%
?
13.N/A

J P MORGAN EXCHANGE TRADED F

Value
$25.3M
Shares
473.6K
% Port
1.91%
L
14.LRCX

LAM RESEARCH CORP

Value
$23.9M
Shares
55.2K
% Port
1.81%
J

J P MORGAN EXCHANGE TRADED F

Value
$23.1M
Shares
501.9K
% Port
1.75%
V
16.VGES

VANGUARD WORLD FD

Value
$21.8M
Shares
133.5K
% Port
1.65%
F
17.FBTC

FIDELITY WISE ORIGIN BITCOIN

Value
$21.2M
Shares
415.0K
% Port
1.60%
J

JPMORGAN CHASE & CO

Value
$20.9M
Shares
63.9K
% Port
1.58%
M
19.META

META PLATFORMS INC

Value
$17.1M
Shares
30.4K
% Port
1.30%
H
20.HODL

VANECK ETF TRUST

Value
$13.8M
Shares
21.1K
% Port
1.04%
S

SELECT SECTOR SPDR TR

Value
$12.9M
Shares
241.3K
% Port
0.98%
T
22.TSLA

TESLA INC

Value
$12.1M
Shares
28.9K
% Port
0.92%
A
23.AVGO

BROADCOM INC

Value
$10.8M
Shares
28.6K
% Port
0.81%
B

BERKSHIRE HATHAWAY INC DEL

Value
$10M
Shares
20.0K
% Port
0.76%
P
25.PLTR

PALANTIR TECHNOLOGIES INC

Value
$9.9M
Shares
85.1K
% Port
0.75%
P
26.PDI

PIMCO ETF TR

Value
$9.2M
Shares
347.1K
% Port
0.69%
W

BERKLEY W R CORP

Value
$8.9M
Shares
126.5K
% Port
0.67%
J
28.JNJ

JOHNSON & JOHNSON

Value
$7.1M
Shares
28.1K
% Port
0.54%
C
29.CVX

CHEVRON CORPORATION

Value
$6.8M
Shares
41.0K
% Port
0.51%
G

ALPHABET INC

Value
$6.7M
Shares
18.7K
% Port
0.50%
B

BANK OF AMER CORP

Value
$6.6M
Shares
115.6K
% Port
0.50%
V
32.VGES

VANGUARD WHITEHALL FDS

Value
$6M
Shares
37.7K
% Port
0.45%
V
33.V

VISA INC

Value
$5.8M
Shares
17.0K
% Port
0.44%
A
34.ABBV

ABBVIE INC

Value
$5.8M
Shares
22.9K
% Port
0.44%
L
35.LLY

ELI LILLY & CO

Value
$5.7M
Shares
4.7K
% Port
0.43%
P
36.PM

PHILIP MORRIS INTL INC

Value
$5.5M
Shares
30.3K
% Port
0.41%
M
37.MDY

STATE STR SPDR S&P MIDCAP 40

Value
$5.1M
Shares
7.3K
% Port
0.39%
O

ORACLE CORP

Value
$5M
Shares
34.4K
% Port
0.38%
W
39.WMT

WALMART INC

Value
$5M
Shares
44.1K
% Port
0.38%
A
40.AMD

ADVANCED MICRO DEVICES INC

Value
$4.8M
Shares
8.3K
% Port
0.37%
M
41.MU

MICRON TECHNOLOGY INC

Value
$4.5M
Shares
3.9K
% Port
0.34%
X
42.XOM

EXXON MOBIL CORP

Value
$4.4M
Shares
31.9K
% Port
0.33%
G

GOLDMAN SACHS GROUP INC

Value
$4.3M
Shares
4.3K
% Port
0.33%
E
44.ETHA

ISHARES TR

Value
$4M
Shares
80.1K
% Port
0.30%
P
45.PG

PROCTER & GAMBLE CO

Value
$3.8M
Shares
26.2K
% Port
0.29%
M
46.MRK

MERCK & CO INC

Value
$3.6M
Shares
28.0K
% Port
0.27%
S

SCHWAB CHARLES CORP

Value
$3.5M
Shares
38.4K
% Port
0.27%
T
48.TJX

TJX COS INC NEW

Value
$3.2M
Shares
21.4K
% Port
0.24%
R
49.RTX

RTX CORPORATION

Value
$3.1M
Shares
16.4K
% Port
0.24%
E
50.ETHA

ISHARES TR

Value
$3.1M
Shares
8.4K
% Port
0.23%