Means Investment Co., Inc.
Means Investment Co., Inc. reported 198 US-listed holdings worth $1.32 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Vanguard S&P 500 (17.9%), Vanguard FTSE All-World ex-US ETF (7.9%) and Invesco Exchange Traded FD T (7.5%). Against the quarter before, it opened 11 positions, added to 77, trimmed 88 and sold out of 5.
Reported holdings$1.32B+15.6% on Q1 2026
Positions198+6 on Q1 2026
The largest ten59.7%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Added toTrimmed
The 14 largest of its 198 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 11Added 77Held 22Trimmed 88Sold out 5
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 11
- JP Morgan ETFs JPIE$23.1 million
- Vanguard Mid Cap Index ETF VO$287,725
- Direxion Daily Semiconductor Bull 3X Shares SOXL$241,113
- Marvell Technology, Inc. MRVL$228,519
- iShares Trust IJK$227,191
- iShares Trust IJS$223,945
- MGM Resorts International MGM$221,675
- iShares Trust SMMD$220,808
and 3 more in the table below
Added to 77
- Vanguard Mega Cap Growth ETF MGK+375,087 shares · +392%
- Fidelity Wise Origin Bitcoin FBTC+116,394 shares · +39%
- PIMCO ETF Trust PYLD+142,549 shares · +70%
- Alphabet Inc. GOOG+10,483 shares · +12%
- Invesco Exchange Traded FD T XLG+60,355 shares · +4%
- Advanced Micro Devices Inc. AMD+4,602 shares · +123%
- J P Morgan Exchange Traded F JBND+41,749 shares · +10%
- Vaneck ETF Trust SMH+3,117 shares · +17%
and 69 more in the table below
Trimmed 88
- iShares Trust IMCB-25,201 shares · -6%
- Microsoft Corp. MSFT-4,964 shares · -5%
- Netflix Inc. NFLX-21,286 shares · -65%
- Mastercard Inc. MA-2,736 shares · -64%
- American Centy ETF Trust AVUV-8,780 shares · -2%
- Salesforce, Inc. CRM-6,602 shares · -44%
- Amazon.com Inc. AMZN-3,686 shares · -2%
- Vanguard FTSE All-World ex-US ETF VEU-8,711 shares · -1%
and 80 more in the table below
Sold out of 5
- Pfizer Inc. PFE$366,677 last quarter
- iShares Trust HDV$286,662 last quarter
- Draftkings Inc. New DKNG$252,031 last quarter
- Constellation Energy Corp. CEG$208,970 last quarter
- Invesco Exchange Traded FD T RSP$175,229 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Vanguard S&P 500 VOO | 344,538 | $236.6 million | 17.88% | +1,668 |
| Vanguard FTSE All-World ex-US ETF VEU | 1,256,007 | $105.2 million | 7.95% | -8,711 |
| Invesco Exchange Traded FD T XLG | 1,624,685 | $99.5 million | 7.52% | +60,355 |
| Apple Inc. AAPL | 295,666 | $85.6 million | 6.46% | -1,391 |
| NVIDIA Corp. NVDA | 262,746 | $52.6 million | 3.97% | +1,000 |
| American Centy ETF Trust AVUV | 385,249 | $48.1 million | 3.63% | -8,780 |
| Amazon.com Inc. AMZN | 188,114 | $44.8 million | 3.39% | -3,686 |
| Vanguard Mega Cap Growth ETF MGK | 470,858 | $41.4 million | 3.13% | +375,087 |
| iShares Trust IMCB | 407,204 | $39.3 million | 2.97% | -25,201 |
| Microsoft Corp. MSFT | 99,637 | $37.2 million | 2.81% | -4,964 |
| Alphabet Inc. GOOG | 96,351 | $34.0 million | 2.57% | +10,483 |
| Select Sector SPDR Trust XLV | 170,810 | $27.1 million | 2.05% | +9,297 |
| J P Morgan Exchange Traded F JBND | 473,636 | $25.3 million | 1.91% | +41,749 |
| Lam Research Corp. LRCX | 55,238 | $23.9 million | 1.81% | -1,377 |
| JP Morgan ETFs JPIE | 501,929 | $23.1 million | 1.75% | new |
| Vanguard World FD MGV | 133,485 | $21.8 million | 1.65% | -3,225 |
| Fidelity Wise Origin Bitcoin FBTC | 415,000 | $21.2 million | 1.60% | +116,394 |
| JPMorgan Chase & Co. JPM | 63,922 | $20.9 million | 1.58% | -1,237 |
| Meta Platforms, Inc. META | 30,446 | $17.1 million | 1.30% | -1,265 |
| Vaneck ETF Trust SMH | 21,094 | $13.8 million | 1.05% | +3,117 |
| Financial Select Sector SPDR ETF XLF | 241,289 | $12.9 million | 0.98% | +15,192 |
| Tesla, Inc. TSLA | 28,864 | $12.1 million | 0.92% | +1,587 |
| Broadcom Inc. AVGO | 28,554 | $10.8 million | 0.82% | +2,194 |
| Berkshire Hathaway Inc. Class B BRKB | 20,036 | $10.0 million | 0.76% | -443 |
| Palantir Technologies Inc. PLTR | 85,148 | $9.9 million | 0.75% | +864 |
| PIMCO ETF Trust PYLD | 347,052 | $9.2 million | 0.70% | +142,549 |
| W. R. Berkley Corp. WRB | 126,494 | $8.9 million | 0.67% | +186 |
| Johnson & Johnson JNJ | 28,110 | $7.1 million | 0.54% | +6,396 |
| Chevron Corp. CVX | 41,045 | $6.8 million | 0.51% | -4 |
| Alphabet Inc. GOOGL | 18,702 | $6.7 million | 0.50% | -67 |
| Bank of America Corp. BAC | 115,647 | $6.6 million | 0.50% | -1,091 |
| Vanguard Whitehall FDS VYM | 37,728 | $6.0 million | 0.45% | +169 |
| Visa Inc. V | 17,035 | $5.8 million | 0.44% | -1,216 |
| AbbVie Inc. ABBV | 22,908 | $5.8 million | 0.44% | -513 |
| Eli Lilly & Co. LLY | 4,726 | $5.7 million | 0.43% | +149 |
| Philip Morris International Inc. PM | 30,295 | $5.5 million | 0.41% | -265 |
| SPDR S&P MidCap 400 ETF MDY | 7,308 | $5.1 million | 0.39% | +1,940 |
| Oracle Corp. ORCL | 34,439 | $5.0 million | 0.38% | +416 |
| Walmart Inc. WMT | 44,125 | $5.0 million | 0.38% | -498 |
| Advanced Micro Devices Inc. AMD | 8,348 | $4.8 million | 0.37% | +4,602 |
| Micron Technology Inc. MU | 3,862 | $4.5 million | 0.34% | -285 |
| ExxonMobil Holdings Corp. XOM | 31,874 | $4.4 million | 0.33% | +141 |
| Goldman Sachs Group Inc. GS | 4,289 | $4.3 million | 0.33% | +7 |
| iShares Trust IHI | 80,072 | $4.0 million | 0.30% | -8,828 |
| Procter & Gamble Co. PG | 26,213 | $3.8 million | 0.29% | -328 |
| Merck & Co., Inc. MRK | 27,981 | $3.6 million | 0.27% | -43 |
| Charles Schwab Corp. SCHW | 38,433 | $3.5 million | 0.27% | -1,504 |
| TJX Companies Inc. TJX | 21,354 | $3.2 million | 0.24% | +19 |
| RTX Corp. RTX | 16,411 | $3.1 million | 0.24% | +239 |
| iShares Trust OEF | 8,447 | $3.1 million | 0.23% | no change |
| Uber Technologies, Inc. UBER | 37,335 | $2.7 million | 0.20% | -4,717 |
| CrowdStrike Holdings, Inc. CRWD | 3,398 | $2.6 million | 0.20% | -39 |
| iShares Core S&P Small-Cap ETF IJR | 16,682 | $2.5 million | 0.19% | -224 |
| Abbott Laboratories ABT | 27,110 | $2.5 million | 0.19% | -995 |
| Cisco Systems, Inc. CSCO | 20,144 | $2.4 million | 0.18% | +257 |
| McDonald's Corp. MCD | 8,613 | $2.3 million | 0.18% | -426 |
| Camden Natl Corp. CAC | 42,941 | $2.3 million | 0.18% | +80 |
| SPDR S&P 500 SPY | 3,053 | $2.3 million | 0.17% | +43 |
| Caterpillar Inc. CAT | 2,121 | $2.3 million | 0.17% | -9 |
| Nucor Corp. NUE | 9,651 | $2.1 million | 0.16% | +1 |
| International Business Machines Corp. IBM | 7,584 | $2.1 million | 0.16% | -613 |
| Blackstone Inc. BX | 17,004 | $2.0 million | 0.15% | +111 |
| Altria Group, Inc. MO | 26,781 | $1.9 million | 0.15% | +21 |
| PIMCO Dynamic Income FD PDI | 107,978 | $1.8 million | 0.14% | -11,261 |
| J P Morgan Exchange Traded F JEPI | 31,644 | $1.8 million | 0.14% | -2,271 |
| Invesco QQQ Trust QQQ | 2,380 | $1.8 million | 0.13% | -75 |
| Cameco Corp. CCJ | 16,748 | $1.7 million | 0.13% | -210 |
| M&T Bank Corp. MTB | 7,061 | $1.7 million | 0.13% | +5 |
| NextEra Energy Inc. NEE | 18,727 | $1.6 million | 0.12% | -531 |
| Adams Express Company ADX | 62,535 | $1.6 million | 0.12% | no change |
| Starbucks Corp. SBUX | 15,505 | $1.6 million | 0.12% | -447 |
| Home Depot, Inc. HD | 4,489 | $1.6 million | 0.12% | -115 |
| iShares Core S&P 500 ETF IVV | 2,039 | $1.5 million | 0.12% | +11 |
| Alibaba Group Holding Limited BABA | 15,212 | $1.5 million | 0.11% | -40 |
| Coca-Cola Co. KO | 17,074 | $1.4 million | 0.10% | -602 |
| PepsiCo Inc. PEP | 10,068 | $1.4 million | 0.10% | -234 |
| Palo Alto Networks Inc. PANW | 3,913 | $1.3 million | 0.10% | -1,362 |
| Eaton Corp. plc ETN | 3,131 | $1.3 million | 0.10% | +105 |
| Salesforce, Inc. CRM | 8,489 | $1.3 million | 0.10% | -6,602 |
| Shopify Inc. SHOP | 11,217 | $1.3 million | 0.10% | -1,561 |
| iShares Inc. EMXC | 12,436 | $1.3 million | 0.10% | -2,268 |
| Coreweave Inc. CRWV | 12,719 | $1.3 million | 0.10% | +1,232 |
| CVS Health Corp. CVS | 11,847 | $1.2 million | 0.09% | +34 |
| Vanguard Intl Equity Index F VT | 6,870 | $1.1 million | 0.08% | -185 |
| SPDR Ser Trust XBI | 6,640 | $1.1 million | 0.08% | +196 |
| Deere & Co. DE | 1,618 | $1.0 million | 0.08% | +20 |
| iShares Trust IBB | 5,364 | $1.0 million | 0.08% | -224 |
| Novartis AG NVS | 6,330 | $992,009 | 0.07% | -125 |
| Mondelez International, Inc. MDLZ | 17,056 | $986,514 | 0.07% | -780 |
| Bristol-Myers Squibb Co. BMY | 17,080 | $984,136 | 0.07% | -429 |
| IDEXX Laboratories Inc. IDXX | 1,813 | $954,652 | 0.07% | -3 |
| Valero Energy Corp. VLO | 3,628 | $944,821 | 0.07% | -11 |
| Snowflake Inc. SNOW | 3,696 | $940,524 | 0.07% | +68 |
| Walt Disney Co. DIS | 9,648 | $928,611 | 0.07% | -711 |
| Sofi Technologies Inc. SOFI | 51,378 | $921,203 | 0.07% | no change |
| Carrier Global Corp. CARR | 12,488 | $915,973 | 0.07% | -122 |
| Vanguard Growth ETF VUG | 10,452 | $900,345 | 0.07% | +8,712 |
| Amgen Inc. AMGN | 2,444 | $884,945 | 0.07% | +17 |
| SPDR Ser Trust XHB | 7,529 | $870,024 | 0.07% | -24 |
| Qualcomm Inc. QCOM | 4,500 | $831,532 | 0.06% | -135 |
| BlackRock, Inc. BLK | 846 | $813,461 | 0.06% | -129 |
| Netflix Inc. NFLX | 11,226 | $801,571 | 0.06% | -21,286 |
| Northrop Grumman Corp. NOC | 1,572 | $800,762 | 0.06% | -256 |
| GE Vernova Inc. GEV | 674 | $792,308 | 0.06% | +206 |
| Mastercard Inc. MA | 1,533 | $787,409 | 0.06% | -2,736 |
| Chubb Ltd. CB | 2,304 | $784,926 | 0.06% | +3 |
| Verizon Communications Inc. VZ | 18,508 | $783,641 | 0.06% | -184 |
| ServiceNow, Inc. NOW | 7,776 | $772,029 | 0.06% | -721 |
| Berkshire Hathaway Inc. Del | 1 | $748,850 | 0.06% | no change |
| Morgan Stanley MS | 3,520 | $735,891 | 0.06% | +17 |
| ConocoPhillips COP | 6,969 | $724,471 | 0.05% | +2 |
| Wisdomtree Trust EES | 10,572 | $716,651 | 0.05% | -343 |
| General Electric Co. GE | 1,887 | $705,084 | 0.05% | -96 |
| Phillips 66 PSX | 4,118 | $696,113 | 0.05% | -124 |
| Southern Co. SO | 6,828 | $653,523 | 0.05% | -799 |
| CSX Corp. CSX | 13,524 | $642,808 | 0.05% | +621 |
| UnitedHealth Group Inc. UNH | 1,530 | $636,092 | 0.05% | -89 |
| Bar HBR Bankshares BHB | 16,621 | $627,618 | 0.05% | -181 |
| Gilead Sciences, Inc. GILD | 4,879 | $616,421 | 0.05% | +21 |
| Barrick Mining Corp B | 15,957 | $586,091 | 0.04% | +41 |
| State Street Corp. STT | 3,435 | $582,658 | 0.04% | +5 |
| Wells Fargo & Company WFC | 7,029 | $580,869 | 0.04% | +21 |
| Schwab US Large Cap SCHX | 19,559 | $575,635 | 0.04% | +2 |
| Applied Materials Inc. AMAT | 778 | $562,357 | 0.04% | +6 |
| iShares Trust ITA | 2,304 | $558,434 | 0.04% | +21 |
| Lowe's Companies Inc. LOW | 2,514 | $554,277 | 0.04% | -3 |
| Vanguard Value ETF VTV | 2,515 | $548,055 | 0.04% | +12 |
| Vanguard Small Cap ETF VB | 1,800 | $545,632 | 0.04% | +298 |
| First Trust Exchange-Traded FD FDN | 2,028 | $536,783 | 0.04% | -38 |
| Adobe Inc. ADBE | 2,595 | $532,027 | 0.04% | -31 |
| Trane Technologies plc TT | 1,073 | $526,845 | 0.04% | +1 |
| Union Pacific Corp. UNP | 1,917 | $521,528 | 0.04% | -22 |
| Unum Group UNM | 5,818 | $520,151 | 0.04% | +23 |
| JPMorgan Nasdaq Equity Premium JEPQ | 7,761 | $476,960 | 0.04% | +200 |
| Invesco Exchange Traded FD T PKW | 3,237 | $458,511 | 0.03% | +1 |
| Nasdaq, Inc. NDAQ | 5,806 | $457,653 | 0.03% | +5 |
| Technology Select Sector SPDR ETF XLK | 2,367 | $450,898 | 0.03% | -71 |
| Allstate Corp. ALL | 1,869 | $444,665 | 0.03% | +68 |
| AT&T Inc. T | 21,073 | $436,216 | 0.03% | +25 |
| Otis Worldwide Corp. OTIS | 6,074 | $434,880 | 0.03% | -69 |
| Corning Inc. GLW | 1,665 | $425,235 | 0.03% | +1 |
| Bank of New York Mellon Corp. BNY | 2,886 | $417,362 | 0.03% | -19 |
| iShares Trust IMCG | 4,109 | $403,920 | 0.03% | +1 |
| Travelers Companies, Inc. TRV | 1,202 | $396,799 | 0.03% | +1 |
| American Express Co. AXP | 1,155 | $390,788 | 0.03% | +4 |
| Metlife Inc. MET | 4,566 | $386,299 | 0.03% | -480 |
| Duke Energy Corp. DUK | 2,997 | $379,354 | 0.03% | +12 |
| Toronto-Dominion Bank TD | 3,114 | $378,192 | 0.03% | -163 |
| Vanguard Specialized Funds VIG | 1,576 | $372,907 | 0.03% | +4 |
| First Bancorp Inc. Me FNLC | 10,678 | $371,817 | 0.03% | +17 |
| Lockheed Martin Corp. LMT | 726 | $369,716 | 0.03% | -436 |
| Prudential Financial Inc. PRU | 3,364 | $363,098 | 0.03% | -74 |
| Cheniere Energy Inc. LNG | 1,495 | $357,432 | 0.03% | +41 |
| Marathon Petroleum Corp. MPC | 1,367 | $349,395 | 0.03% | -421 |
| Invesco Exchange Traded FD T PJP | 2,942 | $348,506 | 0.03% | +4 |
| iShares Trust EFA | 3,334 | $346,354 | 0.03% | +571 |
| iShares Trust ILCV | 3,236 | $327,612 | 0.02% | +12 |
| Comcast Corp. CMCSA | 12,851 | $315,488 | 0.02% | +12 |
| Texas Instruments Inc. TXN | 1,044 | $311,228 | 0.02% | +7 |
| Aflac Inc. AFL | 2,589 | $303,608 | 0.02% | +5 |
| Cummins Inc. CMI | 425 | $303,291 | 0.02% | +2 |
| Oklo Inc. OKLO | 5,700 | $298,302 | 0.02% | +100 |
| L3Harris Technologies, Inc. LHX | 1,015 | $295,017 | 0.02% | no change |
| Microstrategy Inc. MSTR | 3,355 | $291,631 | 0.02% | +200 |
| 3M Co. MMM | 1,785 | $288,948 | 0.02% | +7 |
| Kroger Co. KR | 5,200 | $288,756 | 0.02% | no change |
| iShares Trust IXUS | 3,016 | $287,805 | 0.02% | +449 |
| Vanguard Mid Cap Index ETF VO | 3,571 | $287,725 | 0.02% | new |
| Citigroup Inc. C | 2,014 | $281,911 | 0.02% | +122 |
| Yum! Brands, Inc. YUM | 1,735 | $277,287 | 0.02% | +3 |
| Global X Infrastr Development ETF (pave) PAVE | 4,539 | $267,449 | 0.02% | no change |
| Select Sector SPDR Trust XLRE | 5,962 | $262,524 | 0.02% | -9,210 |
| Waste Management Inc. WM | 1,175 | $261,818 | 0.02% | +1 |
| Brown & Brown, Inc. BRO | 4,015 | $257,562 | 0.02% | +15 |
| Dick'S Sporting Goods, Inc. DKS | 1,120 | $254,008 | 0.02% | +13 |
| Zeta Global Holdings Corp. ZETA | 12,851 | $252,901 | 0.02% | -777 |
| Select Sector SPDR Trust XLE | 4,700 | $249,614 | 0.02% | -1,040 |
| Hims & Hers Health, Inc. HIMS | 7,166 | $248,458 | 0.02% | -5,501 |
| ProShares Trust BITO | 30,910 | $246,661 | 0.02% | -722 |
| Direxion Daily Semiconductor Bull 3X Shares SOXL | 904 | $241,113 | 0.02% | new |
| Capital One Financial Corp. COF | 1,199 | $240,579 | 0.02% | -244 |
| ProShares Trust II UCO | 7,286 | $240,074 | 0.02% | -955 |
| iShares Trust EFG | 1,841 | $229,018 | 0.02% | +14 |
| Marvell Technology, Inc. MRVL | 767 | $228,519 | 0.02% | new |
| iShares Trust IJK | 1,934 | $227,191 | 0.02% | new |
| iShares Trust IJS | 1,638 | $223,945 | 0.02% | new |
| Cigna Group CI | 812 | $223,722 | 0.02% | +4 |
| MGM Resorts International MGM | 4,637 | $221,675 | 0.02% | new |
| iShares Trust SMMD | 2,410 | $220,808 | 0.02% | new |
| Costco Wholesale Corp. COST | 234 | $218,494 | 0.02% | -22 |
| Sherwin Williams Co. SHW | 631 | $217,286 | 0.02% | +2 |
| SPDR Ser Trust XHE | 2,565 | $216,073 | 0.02% | -269 |
| iShares Trust IWS | 1,254 | $206,424 | 0.02% | -1,035 |
| Vanguard Small Cap Growth ETF VBK | 559 | $204,426 | 0.02% | new |
| Hartford Insurance Group, Inc. HIG | 1,526 | $202,188 | 0.02% | +6 |
| Select Sector SPDR Trust XLI | 1,089 | $201,715 | 0.02% | new |
| Welltower Inc. WELL | 742 | $168,384 | 0.01% | +1 |
| Cleveland-Cliffs Inc. CLF | 2,651 | $24,893 | 0.00% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
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Change is shares against its 13F for the quarter before; the 5 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Welltower Inc. WELL | Calls | 800 | $181,576 |
| Select Sector SPDR Trust XLE | Calls | 3,400 | $180,574 |
| Hims & Hers Health, Inc. HIMS | Calls | 2,300 | $79,741 |
| Cleveland-Cliffs Inc. CLF | Calls | 8,400 | $78,876 |
| Broadcom Inc. AVGO | Calls | 200 | $75,550 |
| JPMorgan Chase & Co. JPM | Calls | 200 | $65,466 |
| Apple Inc. AAPL | Calls | 100 | $28,936 |
| Sofi Technologies Inc. SOFI | Calls | 1,000 | $17,930 |
| SPDR Ser Trust XBI | Calls | 100 | $15,825 |
| Netflix Inc. NFLX | Calls | 200 | $14,280 |
| ServiceNow, Inc. NOW | Calls | 100 | $9,928 |
11 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.