Means Investment Co., Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Means Investment Co., Inc. disclosed 198 stock positions valued at approximately $1.32B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INTL EQUITY INDEX F, and INVESCO EXCHANGE TRADED FD T.
- Report Period
- June 30, 2026
- No. of Stocks
- 198
- Portfolio Value
- $1.32B
Holdings by Sector
Means Investment Co., Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 17.88% | 344,538 | +1,668 | +0.49% | $236,632,331 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 7.95% | 1,256,007 | -8,711 | -0.69% | $105,190,584 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 7.52% | 1,624,685 | +60,355 | +3.86% | $99,479,432 |
| APPLE INC | AAPL | Technology | 6.46% | 295,666 | -1,391 | -0.47% | $85,553,909 |
| NVIDIA CORPORATION | NVDA | Technology | 3.97% | 262,746 | +1,000 | +0.38% | $52,572,751 |
| AMERICAN CENTY ETF TR | AVUV | Other | 3.63% | 385,249 | -8,780 | -2.23% | $48,063,634 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.39% | 188,114 | -3,686 | -1.92% | $44,835,035 |
| VANGUARD WORLD FD | MGK | Other | 3.13% | 470,858 | +375,087 | +391.65% | $41,393,116 |
| ISHARES TR | IMCB | Other | 2.97% | 407,204 | -25,201 | -5.83% | $39,319,628 |
| MICROSOFT CORP | MSFT | Technology | 2.81% | 99,637 | -4,964 | -4.75% | $37,166,647 |
| ALPHABET INC | GOOG | Communication Services | 2.57% | 96,351 | +10,483 | +12.21% | $34,043,551 |
| SELECT SECTOR SPDR TR | XLV | Other | 2.05% | 170,810 | +9,297 | +5.76% | $27,100,704 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 1.91% | 473,636 | +41,749 | +9.67% | $25,339,506 |
| LAM RESEARCH CORP | LRCX | Other | 1.81% | 55,238 | -1,377 | -2.43% | $23,936,073 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 1.75% | 501,929 | +501,929 | +100.00% | $23,113,830 |
| VANGUARD WORLD FD | MGV | Other | 1.65% | 133,485 | -3,225 | -2.36% | $21,818,109 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 1.60% | 415,000 | +116,394 | +38.98% | $21,185,733 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.58% | 63,922 | -1,237 | -1.90% | $20,923,677 |
| META PLATFORMS INC | META | Communication Services | 1.30% | 30,446 | -1,265 | -3.99% | $17,149,824 |
| VANECK ETF TRUST | SMH | Other | 1.05% | 21,094 | +3,117 | +17.34% | $13,835,430 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.98% | 241,289 | +15,192 | +6.72% | $12,935,488 |
| TESLA INC | TSLA | Consumer Cyclical | 0.92% | 28,864 | +1,587 | +5.82% | $12,140,319 |
| BROADCOM INC | AVGO | Technology | 0.82% | 28,554 | +2,194 | +8.32% | $10,786,289 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.76% | 20,036 | -443 | -2.16% | $10,025,791 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.75% | 85,148 | +864 | +1.03% | $9,934,191 |
| PIMCO ETF TR | PYLD | Other | 0.70% | 347,052 | +142,549 | +69.71% | $9,203,830 |
| BERKLEY W R CORP | WRB | Financial Services | 0.67% | 126,494 | +186 | +0.15% | $8,921,622 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.54% | 28,110 | +6,396 | +29.46% | $7,139,115 |
| CHEVRON CORPORATION | CVX | Energy | 0.51% | 41,045 | -4 | -0.01% | $6,803,699 |
| ALPHABET INC | GOOGL | Communication Services | 0.50% | 18,702 | -67 | -0.36% | $6,683,424 |
Showing 30 of 198 holdings in the latest reporting period.
Means Investment Co., Inc. Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | WELL | Welltower Inc. | CALL | 800 | $181,576 |
| Q2 2026 | XLE | SPDR Select Sector Fund - Energ | CALL | 3,400 | $180,574 |
| Q2 2026 | HIMS | Hims & Hers Health, Inc. | CALL | 2,300 | $79,741 |
| Q2 2026 | CLF | Cleveland-Cliffs Inc. | CALL | 8,400 | $78,876 |
| Q2 2026 | AVGO | Broadcom Inc. | CALL | 200 | $75,550 |
| Q2 2026 | JPM | JP Morgan Chase & Co. | CALL | 200 | $65,466 |
| Q2 2026 | AAPL | Apple Inc. | CALL | 100 | $28,936 |
| Q2 2026 | SOFI | SoFi Technologies, Inc. | CALL | 1,000 | $17,930 |
| Q2 2026 | XBI | SPDR Series Trust SPDR S&P Bio | CALL | 100 | $15,825 |
| Q2 2026 | NFLX | Netflix, Inc. | CALL | 200 | $14,280 |
| Q2 2026 | NOW | ServiceNow, Inc. | CALL | 100 | $9,928 |
Showing 11 of 11 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.