Means Investment Co., Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Means Investment Co., Inc. reported 192 stock positions worth $1.1 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.9% of the portfolio, followed by Vanguard Ftse All-World Ex-U (VEU, 8.3%) and Invesco S&P 500 Top 50 ETF (XLG, 7.5%). Compared with Q4 2025, it opened 12 new positions, sold out of 2, added to 79 and reduced 89. The biggest buy was PIMCO Multisector Bond Actv (PYLD, shares +200%) and the biggest sale Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BANGOR, ME
- CIK
- 0000701516
- Portfolio Value
- $1.1B (Q1 2026)
- SEC Filing
- 0000701516-26-000002 ↗ filed Apr 24, 2026
Holdings Value
Holdings 192 stocks · $1.1B
| VOO Vanguard S&P 500 ETF | 17.89% | 342,870 | $204.9M | Add +2.2% |
| VEU Vanguard Ftse All-World Ex-U | 8.29% | 1,264,718 | $95.0M | Reduce -0.3% |
| XLG Invesco S&P 500 Top 50 ETF | 7.45% | 1,564,330 | $85.3M | Add +6.8% |
| AAPL Apple Inc. | 6.58% | 297,057 | $75.4M | Reduce -0.5% |
| NVDA Nvidia Corp. | 3.99% | 261,746 | $45.6M | Reduce -0.3% |
| AVUV Avantis US Small Cap Value | 3.80% | 394,029 | $43.5M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 3.49% | 191,800 | $39.9M | Add +1.2% |
| MSFT Microsoft Corp. | 3.38% | 104,601 | $38.7M | Add +2.9% |
| IMCB iShares Morningstar Mid-Cap | 3.15% | 432,405 | $36.1M | Add +1.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 3.07% | 95,771 | $35.2M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 2.15% | 85,868 | $24.6M | Reduce -0.3% |
| XLV SS Health Care Select Sector | 2.07% | 161,513 | $23.7M | Add +2.1% |
| JBND JPMorgan Active Bond ETF | 2.03% | 431,887 | $23.2M | Add +1.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.73% | 136,710 | $19.8M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 1.67% | 65,159 | $19.2M | Add +3.0% |
| META Meta Platforms Inc. Class A | 1.58% | 31,711 | $18.1M | Add +1.1% |
| FBTC Fidelity Wise Origin Bitcoin | 1.54% | 298,606 | $17.6M | Add +7.7% |
| PLTR Palantir Technologies Inc. Class A | 1.08% | 84,284 | $12.3M | Reduce -0.3% |
| LRCX Lam Research Corp. | 1.06% | 56,615 | $12.1M | Reduce -3.1% |
| XLF SS Financial Select Sector | 0.97% | 226,097 | $11.2M | Add +4.9% |
| TSLA Tesla Inc. | 0.89% | 27,277 | $10.1M | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 20,479 | $9.8M | Reduce -0.4% |
| CVX Chevron Corp. | 0.74% | 41,049 | $8.5M | Add +5.8% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.73% | 126,308 | $8.4M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.71% | 26,360 | $8.2M | Add +2.3% |
| SMH Vaneck Semiconductor ETF | 0.60% | 17,977 | $6.9M | Add +5.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 116,738 | $5.7M | Reduce -1.6% |
| VYM Vanguard High DVD Yield ETF | 0.49% | 37,559 | $5.6M | Reduce -2.6% |
| WMT Walmart Inc. | 0.48% | 44,623 | $5.5M | Reduce -5.8% |
| V Visa Inc. Class A | 0.48% | 18,251 | $5.5M | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 0.47% | 18,769 | $5.4M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.47% | 31,733 | $5.4M | Reduce -3.7% |
| PYLD PIMCO Multisector Bond Actv | 0.47% | 204,503 | $5.4M | Add +200.5% |
| JNJ Johnson & Johnson | 0.46% | 21,714 | $5.3M | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.44% | 23,421 | $5.1M | Reduce -2.5% |
| PM Philip Morris International | 0.44% | 30,560 | $5.1M | Reduce -2.4% |
| ORCL Oracle Corp. | 0.44% | 34,023 | $5.0M | Add +1.3% |
| IHI iShares U.S. Medical Devices | 0.41% | 88,900 | $4.7M | Reduce -4.6% |
| LLY Eli Lilly & Co. | 0.37% | 4,577 | $4.2M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.33% | 26,541 | $3.8M | Add +16.9% |
| SCHW Schwab (charles) Corp. | 0.33% | 39,937 | $3.8M | Reduce -1.1% |
| GS Goldman Sachs Group Inc. | 0.32% | 4,282 | $3.6M | Reduce -2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 21,335 | $3.4M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.29% | 28,024 | $3.4M | Reduce -3.5% |
| MDY State Street SPDR S&P Midcap | 0.29% | 5,368 | $3.3M | Reduce -3.6% |
| NFLX Netflix Inc. | 0.27% | 32,512 | $3.1M | Add +4.0% |
| RTX RTX Corp. | 0.27% | 16,172 | $3.1M | Add +8.4% |
| UBER Uber Technologies Inc. | 0.26% | 42,052 | $3.0M | Add +1.1% |
| ABT Abbott Laboratories | 0.25% | 28,105 | $2.9M | Reduce -0.6% |
| CRM Salesforce Inc. | 0.25% | 15,091 | $2.8M | Reduce -4.1% |
| MCD McDonald's Corp. | 0.25% | 9,039 | $2.8M | Reduce -1.6% |
| OEF iShares S&P 100 ETF | 0.23% | 8,447 | $2.7M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.19% | 4,269 | $2.1M | Add +4.3% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 16,906 | $2.1M | Reduce -1.4% |
| PDI PIMCO Dynamic Income Fund | 0.18% | 119,239 | $2.0M | Reduce -9.3% |
| CAC Camden National Corp. | 0.18% | 42,861 | $2.0M | Reduce -1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 8,197 | $2.0M | Add +9.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 3,010 | $2.0M | Add +0.2% |
| BX Blackstone Inc. | 0.17% | 16,893 | $1.9M | Add +0.8% |
| JEPI JPMorgan Equity Premium Inco | 0.17% | 33,915 | $1.9M | Reduce -5.9% |
| BABA Alibaba Group Holding-SP ADR | 0.17% | 15,252 | $1.9M | Reduce -0.7% |
| CCJ Cameco Corp. | 0.16% | 16,958 | $1.8M | Add +1.9% |
| NEE Nextera Energy Inc. | 0.16% | 19,258 | $1.8M | Add +2.7% |
| MO Altria Group Inc. | 0.15% | 26,760 | $1.8M | Reduce -0.0% |
| NUE Nucor Corp. | 0.14% | 9,650 | $1.6M | Add +0.0% |
| PEP Pepsico Inc. | 0.14% | 10,302 | $1.6M | Reduce -3.6% |
| CSCO Cisco Systems Inc. | 0.13% | 19,887 | $1.5M | Add +0.3% |
| SHOP Shopify Inc. Class A | 0.13% | 12,778 | $1.5M | Reduce -3.2% |
| HD Home Depot Inc. | 0.13% | 4,604 | $1.5M | Reduce -2.1% |
| CAT Caterpillar Inc. | 0.13% | 2,130 | $1.5M | Reduce -1.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.13% | 7,056 | $1.5M | Reduce -3.6% |
| SBUX Starbucks Corp. | 0.12% | 15,952 | $1.4M | Reduce -4.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 2,455 | $1.4M | Reduce -1.1% |
| MU Micron Technology Inc. | 0.12% | 4,147 | $1.4M | Add +0.8% |
| ADX Adams Diversified Equity | 0.12% | 62,535 | $1.4M | No change |
| KO The Coca-Cola Co. | 0.12% | 17,676 | $1.3M | Add +1.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.12% | 3,437 | $1.3M | Add +2.4% |
| IVV iShares Core S&P 500 ETF | 0.12% | 2,028 | $1.3M | Reduce -1.7% |
| NOC Northrop Grumman Corp. | 0.11% | 1,828 | $1.2M | Reduce -1.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.10% | 14,704 | $1.2M | Reduce -8.4% |
| ETN Eaton Corp. PLC | 0.09% | 3,026 | $1.1M | Add +0.1% |
| BMY Bristol-Myers Squibb Co. | 0.09% | 17,509 | $1.1M | Reduce -3.0% |
| MDLZ Mondelez International Inc. Class A | 0.09% | 17,836 | $1.0M | Reduce -6.0% |
| IDXX Idexx Laboratories Inc. | 0.09% | 1,816 | $1.0M | Reduce -1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 10,359 | $998K | Reduce -3.7% |
| NVS Novartis AG-Sponsored ADR | 0.09% | 6,455 | $986K | Reduce -2.0% |
| VT Vanguard Tot World STK ETF | 0.09% | 7,055 | $976K | Reduce -0.5% |
| IBB iShares Biotechnology ETF | 0.08% | 5,588 | $944K | Reduce -2.9% |
| VZ Verizon Communications Inc. | 0.08% | 18,692 | $938K | Add +6.9% |
| BLK BlackRock Inc. | 0.08% | 975 | $937K | Reduce -8.3% |
| COP Conocophillips | 0.08% | 6,967 | $920K | Add +0.0% |
| DE Deere & Co. | 0.08% | 1,598 | $900K | Reduce -8.9% |
| VLO Valero Energy Corp. | 0.08% | 3,639 | $899K | Add +5.7% |
| CRWV Coreweave Inc. Class A | 0.08% | 11,487 | $890K | Add +197.0% |
| NOW ServiceNow Inc. | 0.08% | 8,497 | $888K | Reduce -1.0% |
| AMGN Amgen Inc. | 0.07% | 2,427 | $854K | Add +4.5% |
| CVS CVS Health Corp. | 0.07% | 11,813 | $848K | Add +187.3% |
| PANW Palo Alto Networks Inc. | 0.07% | 5,275 | $846K | Add +5.0% |
| XBI SS SPDR S&P Biotech ETF | 0.07% | 6,444 | $823K | Add +0.4% |
| SOFI Sofi Technologies Inc. | 0.07% | 51,378 | $816K | Reduce -1.4% |
Options reported separately and not counted above: RSP calls ($480K), AVGO calls ($310K), PFE calls ($239K), XLE calls ($227K), CRM calls ($205K), XOM calls ($204K), CSCO calls ($155K), OKLO puts ($149K), RIG calls ($139K), WELL calls ($119K), GE calls ($114K), NVDA puts ($87K), and 8 more.
Portfolio Sells Q4 2025 → Q1 2026
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.9% | 3.07% | −0.29 |
| AAPL Apple Inc. | Reduce -0.5% | 6.58% | −0.26 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.3% | 1.08% | −0.19 |
| NVDA Nvidia Corp. | Reduce -0.3% | 3.99% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 2.15% | −0.13 |
| CRM Salesforce Inc. | Reduce -4.1% | 0.25% | −0.11 |
| IHI iShares U.S. Medical Devices | Reduce -4.6% | 0.41% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -1.9% | 0.37% | −0.05 |
| BAC Bank of America Corp. | Reduce -1.6% | 0.50% | −0.05 |
| SHOP Shopify Inc. Class A | Reduce -3.2% | 0.13% | −0.05 |
| ABT Abbott Laboratories | Reduce -0.6% | 0.25% | −0.05 |
| SOFI Sofi Technologies Inc. | Reduce -1.4% | 0.07% | −0.04 |
| NOW ServiceNow Inc. | Reduce -1.0% | 0.08% | −0.03 |
| SNOW Snowflake Inc. | Reduce -4.9% | 0.05% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.7% | 0.17% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -9.4% | 0.05% | −0.02 |
| HIMS Hims & Hers Health Inc. | Reduce -20.6% | 0.02% | −0.02 |
| BA The Boeing Co. | Sold out | 0.00% | −0.02 |
| PDI PIMCO Dynamic Income Fund | Reduce -9.3% | 0.18% | −0.02 |
| ABBV Abbvie Inc. | Reduce -2.5% | 0.44% | −0.02 |
| ES Eversource Energy | Sold out | 0.00% | −0.02 |
| WRB WR Berkley Corp. | Reduce -0.1% | 0.73% | −0.02 |
| DIS The Walt Disney Co. | Reduce -3.7% | 0.09% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -1.5% | 0.09% | −0.02 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -28.6% | 0.04% | −0.02 |
| BLK BlackRock Inc. | Reduce -8.3% | 0.08% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.86% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -1.1% | 0.33% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -22.3% | 0.05% | −0.01 |
| BITO Proshares Bitcoin ETF-Usd | Reduce -13.8% | 0.03% | −0.01 |
| OEF iShares S&P 100 ETF | Reduce -0.5% | 0.23% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -5.4% | 0.04% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -2.1% | 0.32% | −0.01 |
| XHB SS SPDR S&P Homebldrs ETF | Reduce -8.7% | 0.07% | −0.01 |
| AXP American Express Co. | Reduce -2.5% | 0.03% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -18.3% | 0.04% | −0.01 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -6.8% | 0.02% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -5.9% | 0.17% | −0.01 |
| FDN First Trust DJ Internet Ind | Reduce -1.9% | 0.04% | −0.01 |
| BRO Brown & Brown Inc. | Reduce -3.7% | 0.02% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 0.12% | −0.00 |
| PRU Prudential Financial Inc. | Reduce -3.4% | 0.03% | −0.00 |
| XHE SS SPDR S&P HC Equip ETF | Reduce -11.8% | 0.02% | −0.00 |
| MET Metlife Inc. | Reduce -5.3% | 0.03% | −0.00 |
| HD Home Depot Inc. | Reduce -2.1% | 0.13% | −0.00 |
| AMD Advanced Micro Devices | Reduce -4.0% | 0.07% | −0.00 |
| XLK SS Technology Select Sector | Reduce -6.8% | 0.03% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -1.7% | 0.12% | −0.00 |
| PJP Invesco Pharmaceuticals ETF | Reduce -10.5% | 0.03% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -18.7% | 0.02% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| PYLD PIMCO Multisector Bond Actv | Add +200.5% | 0.47% | +0.31 |
| CVX Chevron Corp. | Add +5.8% | 0.74% | +0.24 |
| IMCB iShares Morningstar Mid-Cap | Add +1.0% | 3.15% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +2.2% | 17.89% | +0.16 |
| XLG Invesco S&P 500 Top 50 ETF | Add +6.8% | 7.45% | +0.14 |
| JBND JPMorgan Active Bond ETF | Add +1.7% | 2.03% | +0.09 |
| SMH Vaneck Semiconductor ETF | Add +5.4% | 0.60% | +0.08 |
| PG The Procter & Gamble Co. | Add +16.9% | 0.33% | +0.06 |
| CRWV Coreweave Inc. Class A | Add +197.0% | 0.08% | +0.05 |
| GE General Electric | New | 0.05% | +0.05 |
| CVS CVS Health Corp. | Add +187.3% | 0.07% | +0.05 |
| RTX RTX Corp. | Add +8.4% | 0.27% | +0.04 |
| GEV GE Vernova Inc. | New | 0.04% | +0.04 |
| KR Kroger Co. | New | 0.03% | +0.03 |
| ALL Allstate Corp. | New | 0.03% | +0.03 |
| CCJ Cameco Corp. | Add +1.9% | 0.16% | +0.03 |
| VLO Valero Energy Corp. | Add +5.7% | 0.08% | +0.03 |
| NEE Nextera Energy Inc. | Add +2.7% | 0.16% | +0.03 |
| UCO Proshares Ultra Bloomberg CR | New | 0.03% | +0.03 |
| T AT&T Inc. | Add +68.8% | 0.05% | +0.03 |
| NFLX Netflix Inc. | Add +4.0% | 0.27% | +0.03 |
| COP Conocophillips | Add +0.0% | 0.08% | +0.03 |
| EFA iShares MSCI Eafe ETF | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | Add +0.8% | 0.12% | +0.02 |
| AMAT Applied Materials Inc. | New | 0.02% | +0.02 |
| COF Capital One Financial Corp. | New | 0.02% | +0.02 |
| MS Morgan Stanley | Add +89.5% | 0.05% | +0.02 |
| PSX Phillips 66 | Add +1.7% | 0.07% | +0.02 |
| VZ Verizon Communications Inc. | Add +6.9% | 0.08% | +0.02 |
| GLW Corning Inc. | New | 0.02% | +0.02 |
| TXN Texas Instruments Inc. | New | 0.02% | +0.02 |
| LMT Lockheed Martin Corp. | Add +6.0% | 0.06% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | New | 0.02% | +0.02 |
| KO The Coca-Cola Co. | Add +1.4% | 0.12% | +0.01 |
| LNG Cheniere Energy Inc. | Add +8.2% | 0.04% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +0.4% | 0.04% | +0.01 |
| ETN Eaton Corp. PLC | Add +0.1% | 0.09% | +0.01 |
| WELL Welltower Inc. | New | 0.01% | +0.01 |
| AMGN Amgen Inc. | Add +4.5% | 0.07% | +0.01 |
| NUE Nucor Corp. | Add +0.0% | 0.14% | +0.01 |
| XLE SS Energy Select Sector | Add +0.2% | 0.03% | +0.01 |
| GILD Gilead Sciences Inc. | Add +0.1% | 0.06% | +0.01 |
| CSX CSX Corp. | Add +0.0% | 0.05% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.3% | 0.13% | +0.01 |
| CARR Carrier Global Corp. | Add +0.0% | 0.06% | +0.01 |
| XBI SS SPDR S&P Biotech ETF | Add +0.4% | 0.07% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +21.8% | 0.03% | +0.01 |
| XLV SS Health Care Select Sector | Add +2.1% | 2.07% | +0.01 |
| CB Chubb Ltd. | Add +0.0% | 0.07% | +0.01 |
| PFE Pfizer Inc. | Add +1.0% | 0.03% | +0.00 |
Options Activity Q4 2025 → Q1 2026
| RSP Invesco S&P 500 Equal Weight | call | New | 2,500 | $480K |
| AVGO Broadcom Inc. | call | New | 1,000 | $310K |
| PFE Pfizer Inc. | call | Reduce -39.7% | 8,500 | $239K |
| XLE SS Energy Select Sector | call | New | 3,700 | $227K |
| CRM Salesforce Inc. | call | New | 1,100 | $205K |
| XOM Exxon Mobil Corp. | call | New | 1,200 | $204K |
| CSCO Cisco Systems Inc. | call | New | 2,000 | $155K |
| OKLO Oklo Inc. | put | New | 3,000 | $149K |
| RIG Transocean Ltd. | call | New | 21,000 | $139K |
| WELL Welltower Inc. | call | New | 600 | $119K |
| GE General Electric | call | New | 400 | $114K |
| NVDA Nvidia Corp. | put | New | 500 | $87K |
| AMD Advanced Micro Devices | put | New | 400 | $81K |
| NVDA Nvidia Corp. | call | New | 300 | $52K |
| CSX CSX Corp. | call | New | 700 | $29K |
| CVX Chevron Corp. | call | New | 100 | $21K |
| NFLX Netflix Inc. | call | New | 200 | $19K |
| SOFI Sofi Technologies Inc. | call | New | 1,000 | $16K |
| XBI SS SPDR S&P Biotech ETF | call | New | 100 | $13K |
| NOW ServiceNow Inc. | call | New | 100 | $10K |
| WULF Terawulf Inc. | call | Sold out | 11,100 | $8Kbefore exit |
| GRAB Grab Holdings Ltd. Class A | call | Sold out | 30,500 | $3Kbefore exit |
| F Ford Motor Co. | call | Sold out | 10,000 | $2Kbefore exit |
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 |