Means Investment Co., Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Means Investment Co., Inc. reported 204 stock positions worth $960.7 million. Its top holding was Apple (AAPL) at 9.5% of the portfolio, followed by Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 9.4%) and Vanguard S&P 500 ETF (VOO, 7.8%). Compared with Q3 2024, it opened 9 new positions, sold out of 8, added to 94 and reduced 87. The biggest buy was a new position in SS Real Estate Select Sector (XLRE) and the biggest sale Vngrd Mrgstr MG CP VL ETF-Ui (MGV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BANGOR, ME
- CIK
- 0000701516
- Portfolio Value
- $960.7M (Q4 2024)
- SEC Filing
- 0000701516-25-000001 ↗ filed Jan 24, 2025
Holdings Value
Holdings 204 stocks · $960.7M
| AAPL Apple Inc. | 9.54% | 366,044 | $91.7M | Reduce -1.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 9.38% | 262,363 | $90.1M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 7.84% | 139,841 | $75.3M | Add +8.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 6.59% | 506,470 | $63.3M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 5.44% | 238,207 | $52.3M | Reduce -0.6% |
| MSFT Microsoft Corp. | 4.64% | 105,645 | $44.5M | Add +0.9% |
| VEU Vanguard Ftse All-World Ex-U | 4.55% | 761,823 | $43.7M | Add +6.2% |
| NVDA Nvidia Corp. | 3.41% | 244,291 | $32.8M | Add +1.7% |
| META Meta Platforms Inc. Class A | 2.57% | 42,183 | $24.7M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 2.37% | 119,480 | $22.8M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 2.03% | 81,220 | $19.5M | Reduce -1.0% |
| XLRE SS Real Estate Select Sector | 1.90% | 447,698 | $18.2M | New |
| JBND JPMorgan Active Bond ETF | 1.89% | 347,346 | $18.1M | Add +6.9% |
| CRM Salesforce Inc. | 1.45% | 41,755 | $14.0M | Reduce -0.6% |
| AVUV Avantis US Small Cap Value | 1.41% | 139,845 | $13.5M | Add +21.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.33% | 28,274 | $12.8M | Reduce -0.8% |
| IMCB iShares Morningstar Mid-Cap | 1.25% | 157,560 | $12.0M | Add +11.3% |
| XBI SS SPDR S&P Biotech ETF | 1.00% | 106,773 | $9.6M | Add +1.3% |
| LRCX Lam Research Corp. | 1.00% | 132,701 | $9.6M | Reduce -1.2% |
| IHI iShares U.S. Medical Devices | 0.92% | 151,385 | $8.8M | Reduce -0.9% |
| MDY State Street SPDR S&P Midcap | 0.86% | 14,468 | $8.2M | Reduce -0.3% |
| VYM Vanguard High DVD Yield ETF | 0.84% | 63,617 | $8.1M | Reduce -1.6% |
| SCHW Schwab (charles) Corp. | 0.83% | 107,759 | $8.0M | Reduce -0.3% |
| CVX Chevron Corp. | 0.83% | 54,765 | $7.9M | Add +0.2% |
| V Visa Inc. Class A | 0.80% | 24,440 | $7.7M | Reduce -0.1% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.77% | 126,461 | $7.4M | Reduce -0.0% |
| PLTR Palantir Technologies Inc. Class A | 0.76% | 95,942 | $7.3M | Reduce -0.7% |
| TSLA Tesla Inc. | 0.70% | 16,766 | $6.8M | Add +8.7% |
| XLV SS Health Care Select Sector | 0.68% | 47,618 | $6.6M | Add +18.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.65% | 143,123 | $6.3M | Reduce -0.6% |
| WMT Walmart Inc. | 0.65% | 69,362 | $6.3M | Reduce -0.7% |
| UBER Uber Technologies Inc. | 0.61% | 97,881 | $5.9M | Reduce -1.6% |
| ORCL Oracle Corp. | 0.61% | 35,215 | $5.9M | Reduce -1.5% |
| XLG Invesco S&P 500 Top 50 ETF | 0.54% | 103,715 | $5.2M | New |
| ABBV Abbvie Inc. | 0.51% | 27,679 | $4.9M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.50% | 42,067 | $4.8M | Reduce -1.3% |
| SMH Vaneck Semiconductor ETF | 0.49% | 19,399 | $4.7M | Add +8.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.48% | 82,644 | $4.6M | Reduce -3.6% |
| GS Goldman Sachs Group Inc. | 0.46% | 7,792 | $4.5M | Reduce -0.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.45% | 50,140 | $4.3M | Reduce -3.5% |
| PG The Procter & Gamble Co. | 0.43% | 24,857 | $4.2M | Reduce -0.2% |
| JEPI JPMorgan Equity Premium Inco | 0.42% | 69,944 | $4.0M | Add +4.2% |
| PDI PIMCO Dynamic Income Fund | 0.41% | 215,856 | $4.0M | Add +7.6% |
| PM Philip Morris International | 0.41% | 32,757 | $3.9M | Reduce -2.9% |
| JNJ Johnson & Johnson | 0.40% | 26,442 | $3.8M | Reduce -1.6% |
| ABT Abbott Laboratories | 0.38% | 32,426 | $3.7M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.38% | 19,339 | $3.7M | Add +14.2% |
| BX Blackstone Inc. | 0.37% | 20,832 | $3.6M | Reduce -1.0% |
| MCD McDonald's Corp. | 0.36% | 11,809 | $3.4M | Reduce -2.7% |
| MRK Merck & Co. Inc. | 0.32% | 30,645 | $3.0M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 24,133 | $2.9M | Add +1.5% |
| NOW ServiceNow Inc. | 0.28% | 2,542 | $2.7M | No change |
| LLY Eli Lilly & Co. | 0.26% | 3,221 | $2.5M | Add +6.8% |
| UNH Unitedhealth Group Inc. | 0.26% | 4,862 | $2.5M | Add +5.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 4,182 | $2.5M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.23% | 20,876 | $2.2M | Add +2.1% |
| BLK BlackRock Inc. | 0.23% | 2,145 | $2.2M | Add +1.3% |
| SBUX Starbucks Corp. | 0.23% | 23,836 | $2.2M | Reduce -2.5% |
| NOC Northrop Grumman Corp. | 0.21% | 4,381 | $2.1M | Reduce -2.6% |
| HD Home Depot Inc. | 0.21% | 5,233 | $2.0M | Add +7.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 17,973 | $2.0M | Reduce -18.1% |
| CAC Camden National Corp. | 0.20% | 45,551 | $1.9M | Add +0.2% |
| BABA Alibaba Group Holding-SP ADR | 0.19% | 21,576 | $1.8M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 8,229 | $1.8M | Add +2.8% |
| MDLZ Mondelez International Inc. Class A | 0.18% | 29,553 | $1.8M | Reduce -4.3% |
| RTX RTX Corp. | 0.18% | 14,981 | $1.7M | Reduce -3.6% |
| VT Vanguard Tot World STK ETF | 0.18% | 14,713 | $1.7M | Reduce -2.0% |
| PFE Pfizer Inc. | 0.18% | 64,973 | $1.7M | Add +2.6% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 29,845 | $1.7M | Add +2.4% |
| PEP Pepsico Inc. | 0.17% | 10,911 | $1.7M | Reduce -2.1% |
| AVGO Broadcom Inc. | 0.17% | 7,010 | $1.6M | Add +14.1% |
| MO Altria Group Inc. | 0.16% | 29,501 | $1.5M | Reduce -0.9% |
| SHOP Shopify Inc. Class A | 0.16% | 14,175 | $1.5M | No change |
| NEE Nextera Energy Inc. | 0.16% | 20,992 | $1.5M | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.16% | 25,319 | $1.5M | Add +1.6% |
| NFLX Netflix Inc. | 0.15% | 1,619 | $1.4M | Reduce -5.8% |
| PRU Prudential Financial Inc. | 0.15% | 11,935 | $1.4M | Reduce -0.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.15% | 4,125 | $1.4M | Add +8.0% |
| IDXX Idexx Laboratories Inc. | 0.14% | 3,334 | $1.4M | Reduce -1.3% |
| IVV iShares Core S&P 500 ETF | 0.14% | 2,327 | $1.4M | Add +0.0% |
| IBB iShares Biotechnology ETF | 0.14% | 10,320 | $1.4M | Add +9.7% |
| DE Deere & Co. | 0.14% | 3,152 | $1.3M | Reduce -0.2% |
| XHB SS SPDR S&P Homebldrs ETF | 0.13% | 12,194 | $1.3M | Add +0.0% |
| NKE Nike Inc. Class B | 0.13% | 16,790 | $1.3M | Reduce -10.4% |
| HIMS Hims & Hers Health Inc. | 0.13% | 50,040 | $1.2M | Add +23.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 2,343 | $1.2M | Reduce -3.9% |
| ADBE Adobe Inc. | 0.12% | 2,651 | $1.2M | Reduce -0.5% |
| KO The Coca-Cola Co. | 0.12% | 18,884 | $1.2M | Add +5.0% |
| SO The Southern Co. | 0.12% | 13,991 | $1.2M | Add +2.8% |
| PANW Palo Alto Networks Inc. | 0.11% | 6,059 | $1.1M | Add +4.0% |
| NUE Nucor Corp. | 0.11% | 9,443 | $1.1M | Add +0.0% |
| QCOM Qualcomm Inc. | 0.11% | 7,141 | $1.1M | Add +5.4% |
| ETN Eaton Corp. PLC | 0.11% | 3,252 | $1.1M | Add +0.1% |
| XHE SS SPDR S&P HC Equip ETF | 0.11% | 11,672 | $1.0M | No change |
| SNOW Snowflake Inc. | 0.11% | 6,571 | $1.0M | Reduce -48.8% |
| CAT Caterpillar Inc. | 0.10% | 2,709 | $983K | Reduce -12.1% |
| MA Mastercard Inc. Class A | 0.10% | 1,834 | $966K | Add +11.3% |
| XLF SS Financial Select Sector | 0.10% | 19,865 | $960K | Add +78.8% |
| FDN First Trust DJ Internet Ind | 0.10% | 3,910 | $951K | Reduce -0.5% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.10% | 3,159 | $915K | Add +2.2% |
Options reported separately and not counted above: GRAB calls ($10K).
Portfolio Sells Q3 2024 → Q4 2024
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -0.2% | 6.59% | −0.65 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -3.5% | 0.45% | −0.24 |
| LRCX Lam Research Corp. | Reduce -1.2% | 1.00% | −0.22 |
| UBER Uber Technologies Inc. | Reduce -1.6% | 0.61% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 1.33% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 2.57% | −0.12 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -3.6% | 0.48% | −0.11 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.51% | −0.10 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.9% | 9.38% | −0.09 |
| JNJ Johnson & Johnson | Reduce -1.6% | 0.40% | −0.09 |
| IHI iShares U.S. Medical Devices | Reduce -0.9% | 0.92% | −0.09 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.6% | 0.84% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.32% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -4.3% | 0.18% | −0.07 |
| BABA Alibaba Group Holding-SP ADR | Reduce -1.4% | 0.19% | −0.07 |
| ORCL Oracle Corp. | Reduce -1.5% | 0.61% | −0.07 |
| MDY State Street SPDR S&P Midcap | Reduce -0.3% | 0.86% | −0.06 |
| SNOW Snowflake Inc. | Reduce -48.8% | 0.11% | −0.06 |
| MCD McDonald's Corp. | Reduce -2.7% | 0.36% | −0.05 |
| NKE Nike Inc. Class B | Reduce -10.4% | 0.13% | −0.05 |
| AAPL Apple Inc. | Reduce -1.2% | 9.54% | −0.05 |
| NOC Northrop Grumman Corp. | Reduce -2.6% | 0.21% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.3% | 0.50% | −0.05 |
| IDXX Idexx Laboratories Inc. | Reduce -1.3% | 0.14% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 0.43% | −0.05 |
| PM Philip Morris International | Reduce -2.9% | 0.41% | −0.04 |
| UNP Union Pacific Corp. | Reduce -34.4% | 0.06% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -0.7% | 0.16% | −0.04 |
| SBUX Starbucks Corp. | Reduce -2.5% | 0.23% | −0.04 |
| PEP Pepsico Inc. | Reduce -2.1% | 0.17% | −0.04 |
| ABT Abbott Laboratories | Reduce -1.3% | 0.38% | −0.03 |
| CAT Caterpillar Inc. | Reduce -12.1% | 0.10% | −0.03 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.03 |
| ADBE Adobe Inc. | Reduce -0.5% | 0.12% | −0.03 |
| RTX RTX Corp. | Reduce -3.6% | 0.18% | −0.03 |
| AMD Advanced Micro Devices | Reduce -7.3% | 0.05% | −0.03 |
| WRB WR Berkley Corp. | Reduce -0.0% | 0.77% | −0.03 |
| DIS The Walt Disney Co. | Reduce -18.1% | 0.21% | −0.03 |
| TGT Target Corp. | Sold out | 0.00% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.03 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -28.7% | 0.04% | −0.03 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.02 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.02 |
| VNLA Janus Henderson Short Durati | Sold out | 0.00% | −0.02 |
| ES Eversource Energy | Sold out | 0.00% | −0.02 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.02 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.7% | 0.07% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -2.0% | 0.18% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -1.9% | 0.10% | −0.02 |
| MU Micron Technology Inc. | Reduce -1.9% | 0.05% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| XLRE SS Real Estate Select Sector | New | 1.90% | +1.90 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.54% | +0.54 |
| VOO Vanguard S&P 500 ETF | Add +8.7% | 7.84% | +0.30 |
| TSLA Tesla Inc. | Add +8.7% | 0.70% | +0.26 |
| AVUV Avantis US Small Cap Value | Add +21.9% | 1.41% | +0.18 |
| NVDA Nvidia Corp. | Add +1.7% | 3.41% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +1.1% | 2.37% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +14.2% | 0.38% | +0.07 |
| IMCB iShares Morningstar Mid-Cap | Add +11.3% | 1.25% | +0.05 |
| AVGO Broadcom Inc. | Add +14.1% | 0.17% | +0.05 |
| ILCV iShares Morningstar Value Et | New | 0.04% | +0.04 |
| XLF SS Financial Select Sector | Add +78.8% | 0.10% | +0.04 |
| HIMS Hims & Hers Health Inc. | Add +23.5% | 0.13% | +0.04 |
| SOFI Sofi Technologies Inc. | Add +0.3% | 0.08% | +0.04 |
| MSTR Strategy Inc. | Add +2.2% | 0.10% | +0.04 |
| JPST JPMorgan Ultra-Short Income | New | 0.03% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +8.0% | 0.15% | +0.03 |
| EFA iShares MSCI Eafe ETF | New | 0.02% | +0.02 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.02% | +0.02 |
| AMP Ameriprise Financial Inc. | New | 0.02% | +0.02 |
| COIN Coinbase Global Inc. Class A | New | 0.02% | +0.02 |
| KYN Kayne Anderson Energy Infra | New | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | Add +11.3% | 0.10% | +0.01 |
| CSCO Cisco Systems Inc. | Add +1.6% | 0.16% | +0.01 |
| BITO Proshares Bitcoin ETF-Usd | Add +12.3% | 0.04% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +2.4% | 0.18% | +0.01 |
| WFC Wells Fargo & Co. | Add +0.3% | 0.05% | +0.01 |
| UNM Unum Group | Add +0.3% | 0.05% | +0.01 |
| MS Morgan Stanley | Add +12.6% | 0.03% | +0.01 |
| IMCG iShares Morningstar Mid-Cap | Add +20.3% | 0.04% | +0.01 |
| BLK BlackRock Inc. | Add +1.3% | 0.23% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +10.6% | 0.09% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +4.0% | 0.11% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +14.3% | 0.03% | +0.00 |
| TT Trane Technologies PLC | Add +19.1% | 0.05% | +0.00 |
| GILD Gilead Sciences Inc. | Add +0.2% | 0.06% | +0.00 |
| AXP American Express Co. | Add +0.1% | 0.05% | +0.00 |
| DKS Dick's Sporting Goods Inc. | Add +1.0% | 0.03% | +0.00 |
| DKNG Draftkings Inc. Class A | Add +13.1% | 0.05% | +0.00 |
| XLC SS Comm Select Sector SPDR | Add +0.3% | 0.04% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.08% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +0.2% | 0.03% | +0.00 |
| LHX L3HARRIS Technologies Inc. | Add +21.2% | 0.03% | +0.00 |
| SMH Vaneck Semiconductor ETF | Add +8.1% | 0.49% | −0.00 |
| FNLC First Bancorp Inc. | Add +0.2% | 0.02% | −0.00 |
| T AT&T Inc. | Add +0.1% | 0.03% | −0.00 |
| MTB M & T Bank Corp. | Add +0.1% | 0.08% | −0.00 |
| XLK SS Technology Select Sector | Add +1.9% | 0.04% | −0.00 |
| WBA Walgreens Boots Alliance Inc. | Add +0.0% | 0.04% | −0.00 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.3% | 0.03% | −0.00 |
Options Activity Q3 2024 → Q4 2024
| GRAB Grab Holdings Ltd. Class A | call | Reduce -4.3% | 11,000 | $10K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 198 | $1.3B | VOO, VEU, XLG, AAPL, NVDA |
| Q1 2026 | 192 | $1.1B | VOO, VEU, XLG, AAPL, NVDA |
| Q4 2025 | 182 | $1.2B | VOO, VEU, XLG, AAPL, MSFT |
| Q3 2025 | 188 | $1.2B | VOO, VEU, XLG, AAPL, MSFT |
| Q2 2025 | 189 | $1.1B | VOO, VEU, XLG, AAPL, MSFT |
| Q1 2025 | 190 | $941.7M | VOO, AAPL, VEU, XLG, MSFT |
| Q4 2024 | 204 | $960.7M | AAPL, MGK, VOO, MGV, AMZN |
| Q3 2024 | 203 | $900.1M | AAPL, MGK, VOO, MGV, VEU |
| Q2 2024 | 191 | $836.5M | MGK, AAPL, VOO, MGV, MSFT |
| Q1 2024 | 197 | $773.1M | MGK, AAPL, VOO, MGV, MSFT |