MEANS INVESTMENT CO., INC.
CIK: 0000701516Latest portfolio: $1.2B · Q4 2025
Holdings
185
Total Value
$1.2B
New Positions
184
Closed Positions
0
Top Holdings
View All 185 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 335,586 | $210.5M | 17.73% | NEW | |
| 2 | VEUVANGUARD INTL EQUITY INDEX F | 1,268,790 | $93.3M | 7.86% | NEW | |
| 3 | XLGINVESCO EXCHANGE TRADED FD T | 1,464,216 | $86.8M | 7.31% | NEW | |
| 4 | AAPLAPPLE INC | 298,672 | $81.2M | 6.84% | NEW | |
| 5 | MSFTMICROSOFT CORP | 101,691 | $49.2M | 4.14% | NEW | |
| 6 | NVDANVIDIA CORPORATION | 262,528 | $49.0M | 4.12% | NEW | |
| 7 | AMZNAMAZON COM INC | 189,568 | $43.8M | 3.69% | NEW | |
| 8 | AVUVAMERICAN CENTY ETF TR | 396,604 | $40.4M | 3.41% | NEW | |
| 9 | MGKVANGUARD WORLD FD | 96,686 | $39.9M | 3.36% | NEW | |
| 10 | IMCBISHARES TR | 428,013 | $35.4M | 2.98% | NEW | |
| 11 | GOOGALPHABET INC | 86,117 | $27.0M | 2.28% | NEW | |
| 12 | XLVSELECT SECTOR SPDR TR | 158,157 | $24.5M | 2.06% | NEW | |
| 13 | JBNDJ P MORGAN EXCHANGE TRADED F | 424,830 | $23.0M | 1.94% | NEW | |
| 14 | FBTCFIDELITY WISE ORIGIN BITCOIN | 277,199 | $21.1M | 1.78% | NEW | |
| 15 | METAMETA PLATFORMS INC | 31,383 | $20.7M | 1.75% | NEW | |
| 16 | JPMJPMORGAN CHASE & CO. | 63,237 | $20.4M | 1.72% | NEW | |
| 17 | MGVVANGUARD WORLD FD | 139,783 | $19.7M | 1.66% | NEW | |
| 18 | PLTRPALANTIR TECHNOLOGIES INC | 84,577 | $15.0M | 1.27% | NEW | |
| 19 | TSLATESLA INC | 26,540 | $11.9M | 1.01% | NEW | |
| 20 | XLFSELECT SECTOR SPDR TR | 215,577 | $11.8M | 0.99% | NEW | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 20,561 | $10.3M | 0.87% | NEW | |
| 22 | LRCXLAM RESEARCH CORP | 58,411 | $10.0M | 0.84% | NEW | |
| 23 | AVGOBROADCOM INC | 25,770 | $8.9M | 0.75% | NEW | |
| 24 | WRBBERKLEY W R CORP | 126,465 | $8.9M | 0.75% | NEW | |
| 25 | ORCLORACLE CORP | 33,580 | $6.5M | 0.55% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.1045593332867985e+266T)
Technology0.0% ($8.119649179489612e+84T)
Industrials0.0% ($2.736123310539628e+41T)
Healthcare0.0% ($5.490501445303543e+38T)
Consumer Cyclical0.0% ($4.375611935330628e+33T)
Unknown0.0% ($1.0335502215249088e+24T)
Communication Services0.0% ($2.702320715582729e+22T)
Consumer Defensive0.0% ($527432541543153344.0T)
Energy0.0% ($59123964652560.5T)
Utilities0.0% ($1505738373.4T)
Basic Materials0.0% ($1.6T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 26, 2026 | $1.2B | 191 |
| Q3 2025 | Nov 6, 2025 | $1.2T | 0 |
| Q2 2025 | Jul 25, 2025 | $1.1T | 195 |
| Q1 2025 | Apr 21, 2025 | $941.7B | 192 |
| Q4 2024 | Jan 24, 2025 | $960.7B | 206 |
| Q3 2024 | Oct 18, 2024 | $900.1B | 205 |
| Q2 2024 | Jul 19, 2024 | $836.5B | 191 |
| Q1 2024 | Apr 17, 2024 | $773.1B | 197 |
| Q4 2023 | Jan 25, 2024 | $693.9B | 195 |
| Q3 2023 | Oct 25, 2023 | $610.7B | 196 |
| Q2 2023 | Jul 31, 2023 | $631.9B | 196 |
| Q1 2023 | May 8, 2023 | $569.3B | 192 |
| Q4 2022 | Jan 27, 2023 | $498.9B | 196 |
| Q3 2022 | Oct 17, 2022 | $460.9M | 194 |
| Q2 2022 | Jul 21, 2022 | $471.8M | 192 |
| Q1 2022 | Apr 26, 2022 | $552.4M | 192 |
| Q4 2021 | Feb 14, 2022 | $566.3M | 222 |
| Q3 2021 | Nov 12, 2021 | $506.4M | 215 |
| Q2 2021 | Aug 10, 2021 | $500.1M | 219 |
| Q1 2021 | Apr 5, 2021 | $439.5M | 199 |
| Q4 2020 | Feb 12, 2021 | $438.6M | 191 |
| Q3 2020 | Nov 9, 2020 | $363.9M | 158 |
| Q2 2020 | Aug 13, 2020 | $319.1M | 152 |
| Q1 2020 | Apr 23, 2020 | $258.4M | 142 |
| Q4 2019 | Jan 21, 2020 | $298.4M | 152 |
| Q3 2019 | Nov 5, 2019 | $264.9M | 137 |
| Q2 2019 | Aug 7, 2019 | $243.8M | 134 |
| Q1 2019 | Apr 16, 2019 | $227.7M | 137 |
| Q1 2019 | Apr 16, 2019 | $180.6M | 133 |
Fund Information
MEANS INVESTMENT CO., INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.2B across 185 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 17.7% of the portfolio. Compared to the previous quarter, the fund opened 185 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.