Means Investment Co., Inc. Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Means Investment Co., Inc. disclosed 183 stock positions valued at approximately $1.38B as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INTL EQUITY INDEX F, and INVESCO EXCHANGE TRADED FD T.
- Report Period
- September 30, 2026
- No. of Stocks
- 183
- Portfolio Value
- $1.38B
Holdings by Sector
Means Investment Co., Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 17.96% | 352,968 | +8,430 | +2.45% | $247,381,441 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 7.83% | 1,299,565 | +43,558 | +3.47% | $107,824,882 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 7.60% | 1,645,014 | +20,329 | +1.25% | $104,639,364 |
| APPLE INC | AAPL | Technology | 6.97% | 288,441 | -7,225 | -2.44% | $96,056,584 |
| NVIDIA CORPORATION | NVDA | Technology | 4.24% | 255,959 | -6,787 | -2.58% | $58,455,815 |
| MICROSOFT CORP | MSFT | Technology | 3.52% | 94,472 | -5,165 | -5.18% | $48,454,898 |
| AMERICAN CENTY ETF TR | AVUV | Other | 3.51% | 410,754 | +25,505 | +6.62% | $48,374,546 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.42% | 189,084 | +970 | +0.52% | $47,110,175 |
| VANGUARD WORLD FD | MGK | Other | 3.04% | 452,661 | -18,197 | -3.86% | $41,938,996 |
| ISHARES TR | IMCB | Other | 2.98% | 434,505 | +27,301 | +6.70% | $41,052,003 |
| ALPHABET INC | GOOG | Communication Services | 2.42% | 97,658 | +1,307 | +1.36% | $33,275,977 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 2.40% | 735,936 | +234,007 | +46.62% | $33,036,151 |
| SELECT SECTOR SPDR TR | XLV | Other | 2.05% | 167,880 | -2,930 | -1.72% | $28,274,338 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 1.91% | 362,195 | -52,805 | -12.72% | $26,309,820 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 1.86% | 500,336 | +26,700 | +5.64% | $25,577,189 |
| META PLATFORMS INC | META | Communication Services | 1.56% | 29,602 | -844 | -2.77% | $21,466,997 |
| VANGUARD WORLD FD | MGV | Other | 1.46% | 125,009 | -8,476 | -6.35% | $20,137,734 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.45% | 60,481 | -3,441 | -5.38% | $20,008,914 |
| LAM RESEARCH CORP | LRCX | Technology | 1.24% | 52,072 | -3,166 | -5.73% | $17,106,277 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.14% | 83,816 | -1,332 | -1.56% | $15,677,869 |
| VANECK ETF TRUST | SMH | Other | 1.00% | 22,698 | +1,604 | +7.60% | $13,822,820 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.96% | 247,240 | +5,951 | +2.47% | $13,202,604 |
| BROADCOM INC | AVGO | Technology | 0.79% | 31,156 | +2,602 | +9.11% | $10,941,806 |
| TESLA INC | TSLA | Consumer Cyclical | 0.77% | 29,922 | +1,058 | +3.67% | $10,616,589 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.73% | 20,085 | +49 | +0.24% | $10,001,302 |
| BERKLEY W R CORP | WRB | Financial Services | 0.62% | 126,499 | +5 | +0.00% | $8,543,732 |
| PIMCO ETF TR | PYLD | Other | 0.61% | 330,316 | -16,736 | -4.82% | $8,386,725 |
| CHEVRON CORPORATION | CVX | Energy | 0.53% | 35,760 | -5,285 | -12.88% | $7,302,600 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.53% | 27,570 | -540 | -1.92% | $7,298,881 |
| ALPHABET INC | GOOGL | Communication Services | 0.48% | 19,079 | +377 | +2.02% | $6,564,802 |
Showing 30 of 183 holdings in the latest reporting period.
Means Investment Co., Inc. Options Holdings in Q3 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2026 | MSFT | Microsoft Corporation | CALL | 500 | $256,450 |
| Q3 2026 | MGK | Vanguard Mega Cap Growth ETF | CALL | 2,000 | $185,300 |
| Q3 2026 | XLE | SPDR Select Sector Fund - Energ | CALL | 1,800 | $110,700 |
| Q3 2026 | AVGO | Broadcom Inc. | CALL | 200 | $70,238 |
| Q3 2026 | SMH | VanEck Semiconductor ETF | CALL | 100 | $60,900 |
| Q3 2026 | JNJ | Johnson & Johnson | CALL | 200 | $52,948 |
| Q3 2026 | TSLA | Tesla, Inc. | CALL | 100 | $35,481 |
| Q3 2026 | AAPL | Apple Inc. | CALL | 100 | $33,302 |
| Q3 2026 | WFC | Wells Fargo & Company | PUT | 400 | $32,020 |
| Q3 2026 | HBAN | Huntington Bancshares Incorpora | CALL | 1,500 | $22,890 |
| Q3 2026 | SOFI | SoFi Technologies, Inc. | CALL | 1,000 | $15,720 |
| Q3 2026 | NFLX | Netflix, Inc. | CALL | 200 | $13,916 |
| Q3 2026 | NOW | ServiceNow, Inc. | CALL | 100 | $13,401 |
Showing 13 of 13 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.