Means Investment Co., Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Means Investment Co., Inc. reported 182 stock positions worth $1.2 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.7% of the portfolio, followed by Vanguard Ftse All-World Ex-U (VEU, 7.9%) and Invesco S&P 500 Top 50 ETF (XLG, 7.3%). Compared with Q3 2025, it opened 5 new positions, sold out of 11, added to 66 and reduced 99. The biggest buy was a new position in Fidelity Wise Origin Bitcoin (FBTC) and the biggest sale SS Real Estate Select Sector (XLRE, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- BANGOR, ME
- CIK
- 0000701516
- Portfolio Value
- $1.2B (Q4 2025)
- SEC Filing
- 0000701516-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 182 stocks · $1.2B
| VOO Vanguard S&P 500 ETF | 17.73% | 335,586 | $210.5M | Add +7.1% |
| VEU Vanguard Ftse All-World Ex-U | 7.86% | 1,268,790 | $93.3M | Add +2.6% |
| XLG Invesco S&P 500 Top 50 ETF | 7.31% | 1,464,216 | $86.8M | Add +4.9% |
| AAPL Apple Inc. | 6.84% | 298,672 | $81.2M | Reduce -1.6% |
| MSFT Microsoft Corp. | 4.14% | 101,691 | $49.2M | Add +2.1% |
| NVDA Nvidia Corp. | 4.12% | 262,528 | $49.0M | Add +1.3% |
| AMZN Amazon.com Inc. | 3.69% | 189,568 | $43.8M | Reduce -0.5% |
| AVUV Avantis US Small Cap Value | 3.41% | 396,604 | $40.4M | Add +2.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 3.36% | 96,686 | $39.9M | Reduce -2.1% |
| IMCB iShares Morningstar Mid-Cap | 2.98% | 428,013 | $35.4M | Add +4.1% |
| GOOG Alphabet Inc. Class C | 2.28% | 86,117 | $27.0M | Reduce -3.9% |
| XLV SS Health Care Select Sector | 2.06% | 158,157 | $24.5M | Reduce -4.4% |
| JBND JPMorgan Active Bond ETF | 1.94% | 424,830 | $23.0M | Add +6.2% |
| FBTC Fidelity Wise Origin Bitcoin | 1.78% | 277,199 | $21.1M | New |
| META Meta Platforms Inc. Class A | 1.75% | 31,383 | $20.7M | Add +3.5% |
| JPM JPMorgan Chase & Co. | 1.72% | 63,237 | $20.4M | Reduce -2.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.66% | 139,783 | $19.7M | Reduce -3.2% |
| PLTR Palantir Technologies Inc. Class A | 1.27% | 84,577 | $15.0M | Reduce -2.5% |
| TSLA Tesla Inc. | 1.01% | 26,540 | $11.9M | Reduce -0.2% |
| XLF SS Financial Select Sector | 0.99% | 215,577 | $11.8M | Add +3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 20,561 | $10.3M | Reduce -1.7% |
| LRCX Lam Research Corp. | 0.84% | 58,411 | $10.0M | Reduce -1.1% |
| AVGO Broadcom Inc. | 0.75% | 25,770 | $8.9M | Add +6.3% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.75% | 126,465 | $8.9M | Add +0.0% |
| ORCL Oracle Corp. | 0.55% | 33,580 | $6.5M | Reduce -0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.55% | 118,629 | $6.5M | Reduce -0.6% |
| V Visa Inc. Class A | 0.53% | 17,956 | $6.3M | Add +0.7% |
| SMH Vaneck Semiconductor ETF | 0.52% | 17,050 | $6.1M | Add +11.7% |
| CVX Chevron Corp. | 0.50% | 38,793 | $5.9M | Reduce -8.7% |
| GOOGL Alphabet Inc. Class A | 0.49% | 18,617 | $5.8M | Reduce -0.1% |
| IHI iShares U.S. Medical Devices | 0.49% | 93,165 | $5.8M | Reduce -1.9% |
| VYM Vanguard High DVD Yield ETF | 0.47% | 38,572 | $5.5M | Reduce -1.1% |
| ABBV Abbvie Inc. | 0.46% | 24,030 | $5.5M | Reduce -5.7% |
| WMT Walmart Inc. | 0.44% | 47,343 | $5.3M | Reduce -1.1% |
| PM Philip Morris International | 0.42% | 31,311 | $5.0M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 0.42% | 4,666 | $5.0M | Reduce -10.8% |
| JNJ Johnson & Johnson | 0.38% | 21,890 | $4.5M | Reduce -6.8% |
| CRM Salesforce Inc. | 0.35% | 15,730 | $4.2M | Reduce -11.2% |
| SCHW Schwab (charles) Corp. | 0.34% | 40,397 | $4.0M | Reduce -4.5% |
| XOM Exxon Mobil Corp. | 0.33% | 32,946 | $4.0M | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 0.32% | 4,376 | $3.8M | Reduce -1.5% |
| ABT Abbott Laboratories | 0.30% | 28,286 | $3.5M | Reduce -3.2% |
| UBER Uber Technologies Inc. | 0.29% | 41,610 | $3.4M | Add +0.6% |
| MDY State Street SPDR S&P Midcap | 0.28% | 5,568 | $3.4M | Reduce -6.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 21,525 | $3.3M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.27% | 22,712 | $3.3M | Reduce -15.9% |
| MRK Merck & Co. Inc. | 0.26% | 29,024 | $3.1M | Reduce -0.7% |
| NFLX Netflix Inc. | 0.25% | 31,275 | $2.9M | Add +27.1% |
| OEF iShares S&P 100 ETF | 0.25% | 8,492 | $2.9M | Add +0.7% |
| MCD McDonald's Corp. | 0.24% | 9,181 | $2.8M | Add +2.2% |
| RTX RTX Corp. | 0.23% | 14,921 | $2.7M | Reduce -5.9% |
| BX Blackstone Inc. | 0.22% | 16,761 | $2.6M | Add +0.6% |
| MA Mastercard Inc. Class A | 0.20% | 4,095 | $2.3M | Add +1.7% |
| PDI PIMCO Dynamic Income Fund | 0.20% | 131,452 | $2.3M | Add +1.4% |
| BABA Alibaba Group Holding-SP ADR | 0.19% | 15,360 | $2.3M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 7,466 | $2.2M | Reduce -8.8% |
| SHOP Shopify Inc. Class A | 0.18% | 13,203 | $2.1M | Add +0.4% |
| JEPI JPMorgan Equity Premium Inco | 0.17% | 36,041 | $2.1M | Reduce -20.0% |
| IJR iShares Core S&P Small-Cap E | 0.17% | 17,137 | $2.1M | Reduce -3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 3,004 | $2.0M | Reduce -4.4% |
| CAC Camden National Corp. | 0.16% | 43,618 | $1.9M | Reduce -1.1% |
| PYLD PIMCO Multisector Bond Actv | 0.15% | 68,064 | $1.8M | Add +171.8% |
| HD Home Depot Inc. | 0.14% | 4,705 | $1.6M | Reduce -0.5% |
| NUE Nucor Corp. | 0.13% | 9,649 | $1.6M | Add +0.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.13% | 3,356 | $1.6M | Reduce -1.0% |
| MO Altria Group Inc. | 0.13% | 26,762 | $1.5M | Reduce -0.9% |
| PEP Pepsico Inc. | 0.13% | 10,686 | $1.5M | Reduce -4.0% |
| CSCO Cisco Systems Inc. | 0.13% | 19,817 | $1.5M | Reduce -5.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 2,481 | $1.5M | Reduce -0.1% |
| CCJ Cameco Corp. | 0.13% | 16,642 | $1.5M | Add +24.9% |
| NEE Nextera Energy Inc. | 0.13% | 18,748 | $1.5M | Reduce -4.4% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.12% | 7,320 | $1.5M | Reduce -5.7% |
| ADX Adams Diversified Equity | 0.12% | 62,535 | $1.5M | Reduce -12.4% |
| IVV iShares Core S&P 500 ETF | 0.12% | 2,063 | $1.4M | Reduce -3.5% |
| SBUX Starbucks Corp. | 0.12% | 16,772 | $1.4M | Reduce -9.8% |
| SOFI Sofi Technologies Inc. | 0.11% | 52,108 | $1.4M | Add +1.4% |
| NOW ServiceNow Inc. | 0.11% | 8,579 | $1.3M | Reduce -0.9% |
| IDXX Idexx Laboratories Inc. | 0.11% | 1,843 | $1.2M | No change |
| CAT Caterpillar Inc. | 0.10% | 2,153 | $1.2M | Reduce -5.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 10,759 | $1.2M | Reduce -16.9% |
| KO The Coca-Cola Co. | 0.10% | 17,430 | $1.2M | Add +0.5% |
| MU Micron Technology Inc. | 0.10% | 4,115 | $1.2M | Reduce -3.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.10% | 16,056 | $1.2M | Reduce -16.0% |
| BLK BlackRock Inc. | 0.10% | 1,063 | $1.1M | Reduce -5.4% |
| NOC Northrop Grumman Corp. | 0.09% | 1,847 | $1.1M | Reduce -6.4% |
| MDLZ Mondelez International Inc. Class A | 0.09% | 18,980 | $1.0M | Reduce -4.7% |
| VT Vanguard Tot World STK ETF | 0.08% | 7,087 | $1000K | Reduce -2.0% |
| BMY Bristol-Myers Squibb Co. | 0.08% | 18,044 | $973K | Reduce -16.3% |
| IBB iShares Biotechnology ETF | 0.08% | 5,754 | $971K | Reduce -5.3% |
| ETN Eaton Corp. PLC | 0.08% | 3,023 | $963K | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.08% | 5,024 | $925K | Reduce -1.4% |
| ADBE Adobe Inc. | 0.08% | 2,620 | $917K | No change |
| NVS Novartis AG-Sponsored ADR | 0.08% | 6,587 | $908K | No change |
| QCOM Qualcomm Inc. | 0.07% | 5,116 | $875K | Reduce -8.6% |
| XHB SS SPDR S&P Homebldrs ETF | 0.07% | 8,274 | $852K | Reduce -11.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 1,728 | $843K | Add +0.3% |
| SNOW Snowflake Inc. | 0.07% | 3,816 | $837K | Reduce -2.7% |
| AMD Advanced Micro Devices | 0.07% | 3,901 | $835K | Reduce -2.6% |
| DE Deere & Co. | 0.07% | 1,754 | $816K | Reduce -26.9% |
| XLRE SS Real Estate Select Sector | 0.07% | 19,523 | $788K | Reduce -97.2% |
Options reported separately and not counted above: WULF calls ($8K), GRAB calls ($3K), F calls ($2K), PFE calls ($1K).
Portfolio Sells Q3 2025 → Q4 2025
| XLRE SS Real Estate Select Sector | Reduce -97.2% | 0.07% | −2.44 |
| ORCL Oracle Corp. | Reduce -0.8% | 0.55% | −0.27 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.5% | 1.27% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -15.9% | 0.27% | −0.09 |
| HIMS Hims & Hers Health Inc. | Reduce -37.7% | 0.04% | −0.08 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -2.1% | 3.36% | −0.08 |
| CVX Chevron Corp. | Reduce -8.7% | 0.50% | −0.07 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -3.2% | 1.66% | −0.06 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.9% | 0.19% | −0.05 |
| CVS CVS Health Corp. | Reduce -65.5% | 0.03% | −0.05 |
| MSTR Strategy Inc. | Reduce -3.6% | 0.04% | −0.05 |
| JEPI JPMorgan Equity Premium Inco | Reduce -20.0% | 0.17% | −0.05 |
| ABBV Abbvie Inc. | Reduce -5.7% | 0.46% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -2.1% | 1.72% | −0.05 |
| ABT Abbott Laboratories | Reduce -3.2% | 0.30% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.7% | 0.87% | −0.04 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.04 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -0.5% | 0.14% | −0.03 |
| NOW ServiceNow Inc. | Reduce -0.9% | 0.11% | −0.03 |
| DE Deere & Co. | Reduce -26.9% | 0.07% | −0.03 |
| T AT&T Inc. | Reduce -40.9% | 0.03% | −0.03 |
| DIS The Walt Disney Co. | Reduce -16.9% | 0.10% | −0.03 |
| OKLO Oklo Inc. | Reduce -10.0% | 0.03% | −0.02 |
| MO Altria Group Inc. | Reduce -0.9% | 0.13% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -6.5% | 0.28% | −0.02 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.02 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.02 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -4.7% | 0.09% | −0.02 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.02 |
| KR Kroger Co. | Sold out | 0.00% | −0.02 |
| PM Philip Morris International | Reduce -0.9% | 0.42% | −0.02 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.02 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.02 |
| TSLA Tesla Inc. | Reduce -0.2% | 1.01% | −0.02 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.02 |
| SO The Southern Co. | Reduce -13.1% | 0.06% | −0.02 |
| BLK BlackRock Inc. | Reduce -5.4% | 0.10% | −0.02 |
| MS Morgan Stanley | Reduce -43.8% | 0.03% | −0.02 |
| XHB SS SPDR S&P Homebldrs ETF | Reduce -11.2% | 0.07% | −0.02 |
| SBUX Starbucks Corp. | Reduce -9.8% | 0.12% | −0.02 |
| BHB Bar Harbor Bankshares | Reduce -24.5% | 0.05% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -12.0% | 0.06% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -6.4% | 0.09% | −0.02 |
| ADX Adams Diversified Equity | Reduce -12.4% | 0.12% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -8.8% | 0.19% | −0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -16.0% | 0.10% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -31.0% | 0.03% | −0.01 |
| CRM Salesforce Inc. | Reduce -11.2% | 0.35% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| FBTC Fidelity Wise Origin Bitcoin | New | 1.78% | +1.78 |
| VOO Vanguard S&P 500 ETF | Add +7.1% | 17.73% | +1.13 |
| XLG Invesco S&P 500 Top 50 ETF | Add +4.9% | 7.31% | +0.36 |
| VEU Vanguard Ftse All-World Ex-U | Add +2.6% | 7.86% | +0.22 |
| PYLD PIMCO Multisector Bond Actv | Add +171.8% | 0.15% | +0.09 |
| SMH Vaneck Semiconductor ETF | Add +11.7% | 0.52% | +0.09 |
| AVUV Avantis US Small Cap Value | Add +2.1% | 3.41% | +0.06 |
| JBND JPMorgan Active Bond ETF | Add +6.2% | 1.94% | +0.06 |
| AVGO Broadcom Inc. | Add +6.3% | 0.75% | +0.06 |
| CCJ Cameco Corp. | Add +24.9% | 0.13% | +0.03 |
| IMCB iShares Morningstar Mid-Cap | Add +4.1% | 2.98% | +0.03 |
| CRWV Coreweave Inc. Class A | New | 0.02% | +0.02 |
| XLF SS Financial Select Sector | Add +3.3% | 0.99% | +0.02 |
| BA The Boeing Co. | New | 0.02% | +0.02 |
| NUE Nucor Corp. | Add +0.0% | 0.13% | +0.02 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| CMI Cummins Inc. | New | 0.02% | +0.02 |
| B Barrick Mining Corp. | Add +0.2% | 0.06% | +0.01 |
| XBI SS SPDR S&P Biotech ETF | Add +4.2% | 0.07% | +0.01 |
| SHOP Shopify Inc. Class A | Add +0.4% | 0.18% | +0.01 |
| TJX TJX Companies Inc. | Add +0.0% | 0.28% | +0.01 |
| PFE Pfizer Inc. | Add +50.6% | 0.03% | +0.01 |
| AMGN Amgen Inc. | Add +0.6% | 0.06% | +0.01 |
| WFC Wells Fargo & Co. | Add +0.3% | 0.05% | +0.00 |
| CB Chubb Ltd. | Add +0.0% | 0.06% | +0.00 |
| V Visa Inc. Class A | Add +0.7% | 0.53% | +0.00 |
| NDAQ Nasdaq Inc. | Add +0.5% | 0.05% | +0.00 |
| KO The Coca-Cola Co. | Add +0.5% | 0.10% | +0.00 |
| AXP American Express Co. | Add +0.1% | 0.04% | +0.00 |
| PJP Invesco Pharmaceuticals ETF | Add +0.1% | 0.03% | +0.00 |
| OEF iShares S&P 100 ETF | Add +0.7% | 0.25% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +5.2% | 0.04% | +0.00 |
| CEG Constellation Energy | Add +0.1% | 0.02% | +0.00 |
| ILCV iShares Morningstar Value Et | Add +0.5% | 0.03% | +0.00 |
| MCD McDonald's Corp. | Add +2.2% | 0.24% | +0.00 |
| MMM 3M Co. | Add +0.1% | 0.02% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.5% | 0.03% | −0.00 |
| CSX CSX Corp. | Add +0.0% | 0.04% | −0.00 |
| EFG iShares MSCI Eafe Growth ETF | Add +1.6% | 0.02% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.3% | 0.03% | −0.00 |
| EES Wisdomtree US Smallcap Fund | Add +0.2% | 0.05% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +0.3% | 0.03% | −0.00 |
| PKW Invesco Buyback Achievers Et | Add +0.0% | 0.04% | −0.00 |
| XLE SS Energy Select Sector | Add +0.2% | 0.02% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.3% | 0.07% | −0.00 |
| WM Waste Management Inc. | Add +0.1% | 0.02% | −0.00 |
| YUM Yum! Brands Inc. | Add +0.2% | 0.02% | −0.00 |
| UNM Unum Group | Add +0.4% | 0.04% | −0.00 |
| ES Eversource Energy | Add +0.7% | 0.02% | −0.00 |
| MA Mastercard Inc. Class A | Add +1.7% | 0.20% | −0.00 |
Options Activity Q3 2025 → Q4 2025
| WULF Terawulf Inc. | call | New | 11,100 | $8K |
| VALE Vale SA-SP ADR | call | Sold out | 16,200 | $6Kbefore exit |
| GRAB Grab Holdings Ltd. Class A | call | New | 30,500 | $3K |
| F Ford Motor Co. | call | New | 10,000 | $2K |
| PFE Pfizer Inc. | call | New | 14,100 | $1K |
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 |