Means Investment Co., Inc. Portfolio Stock Holdings
Means Investment Co., Inc. disclosed 192 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD INTL EQUITY INDEX F, and INVESCO EXCHANGE TRADED FD T. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 192
- Portfolio Value
- $1.1B
Holdings by Sector
Means Investment Co., Inc. Portfolio Holdings in Q1 2026
191 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 17.89% | 342,870 | +7,284 | +2.17% | $204,882,077 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 8.29% | 1,264,718 | -4,072 | -0.32% | $94,980,287 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 7.45% | 1,564,330 | +100,114 | +6.84% | $85,334,194 |
| APPLE INC | AAPL | Technology | 6.58% | 297,057 | -1,615 | -0.54% | $75,390,029 |
| NVIDIA CORPORATION | NVDA | Technology | 3.99% | 261,746 | -782 | -0.30% | $45,648,506 |
| AMERICAN CENTY ETF TR | AVUV | Other | 3.80% | 394,029 | -2,575 | -0.65% | $43,528,374 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.49% | 191,800 | +2,232 | +1.18% | $39,946,115 |
| MICROSOFT CORP | MSFT | Technology | 3.38% | 104,601 | +2,910 | +2.86% | $38,720,089 |
| ISHARES TR | IMCB | Other | 3.15% | 432,405 | +4,392 | +1.03% | $36,075,524 |
| VANGUARD WORLD FD | MGK | Other | 3.07% | 95,771 | -915 | -0.95% | $35,190,149 |
| ALPHABET INC | GOOG | Communication Services | 2.15% | 85,868 | -249 | -0.29% | $24,632,108 |
| SELECT SECTOR SPDR TR | XLV | Other | 2.07% | 161,513 | +3,356 | +2.12% | $23,679,463 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 2.03% | 431,887 | +7,057 | +1.66% | $23,222,543 |
| VANGUARD WORLD FD | MGV | Other | 1.73% | 136,710 | -3,073 | -2.20% | $19,816,138 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.67% | 65,159 | +1,922 | +3.04% | $19,167,125 |
| META PLATFORMS INC | META | Communication Services | 1.58% | 31,711 | +328 | +1.05% | $18,142,950 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 1.54% | 298,606 | +21,407 | +7.72% | $17,626,692 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.08% | 84,284 | -293 | -0.35% | $12,329,031 |
| LAM RESEARCH CORP | LRCX | Other | 1.06% | 56,615 | -1,796 | -3.07% | $12,096,437 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.97% | 226,097 | +10,520 | +4.88% | $11,162,385 |
| TESLA INC | TSLA | Consumer Cyclical | 0.89% | 27,277 | +737 | +2.78% | $10,140,331 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.86% | 20,479 | -82 | -0.40% | $9,813,690 |
| CHEVRON CORPORATION | CVX | Energy | 0.74% | 41,049 | +2,256 | +5.82% | $8,492,996 |
| BERKLEY W R CORP | WRB | Financial Services | 0.73% | 126,308 | -157 | -0.12% | $8,371,694 |
| BROADCOM INC | AVGO | Technology | 0.71% | 26,360 | +590 | +2.29% | $8,158,665 |
| VANECK ETF TRUST | SMH | Other | 0.60% | 17,977 | +927 | +5.44% | $6,892,440 |
| BANK AMERICA CORP | BAC | Financial Services | 0.50% | 116,738 | -1,891 | -1.59% | $5,690,979 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.49% | 37,559 | -1,013 | -2.63% | $5,562,535 |
| WALMART INC | WMT | Consumer Defensive | 0.48% | 44,623 | -2,720 | -5.75% | $5,545,776 |
| VISA INC | V | Financial Services | 0.48% | 18,251 | +295 | +1.64% | $5,516,173 |
| ALPHABET INC | GOOGL | Communication Services | 0.47% | 18,769 | +152 | +0.82% | $5,397,185 |
| EXXON MOBIL CORP | XOM | Energy | 0.47% | 31,733 | -1,213 | -3.68% | $5,383,795 |
| PIMCO ETF TR | PYLD | Other | 0.47% | 204,503 | +136,439 | +200.46% | $5,357,980 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.46% | 21,714 | -176 | -0.80% | $5,307,817 |
| ABBVIE INC | ABBV | Healthcare | 0.44% | 23,421 | -609 | -2.53% | $5,093,790 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.44% | 30,560 | -751 | -2.40% | $5,052,742 |
| ORACLE CORP | ORCL | Technology | 0.44% | 34,023 | +443 | +1.32% | $5,005,150 |
| ISHARES TR | IHI | Other | 0.41% | 88,900 | -4,265 | -4.58% | $4,742,807 |
| ELI LILLY & CO | LLY | Healthcare | 0.37% | 4,577 | -89 | -1.91% | $4,209,404 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.33% | 26,541 | +3,829 | +16.86% | $3,833,645 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.33% | 39,937 | -460 | -1.14% | $3,753,288 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.32% | 4,282 | -94 | -2.15% | $3,622,535 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.30% | 21,335 | -190 | -0.88% | $3,407,170 |
| MERCK & CO INC | MRK | Healthcare | 0.29% | 28,024 | -1,000 | -3.45% | $3,371,019 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.29% | 5,368 | -200 | -3.59% | $3,310,887 |
| NETFLIX INC. | NFLX | Communication Services | 0.27% | 32,512 | +1,237 | +3.96% | $3,126,075 |
| RTX CORPORATION | RTX | Industrials | 0.27% | 16,172 | +1,251 | +8.38% | $3,119,634 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.26% | 42,052 | +442 | +1.06% | $3,024,816 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.25% | 28,105 | -181 | -0.64% | $2,885,561 |
| SALESFORCE INC | CRM | Technology | 0.25% | 15,091 | -639 | -4.06% | $2,817,059 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.25% | 9,039 | -142 | -1.55% | $2,809,211 |
| ISHARES TR | OEF | Other | 0.23% | 8,447 | -45 | -0.53% | $2,686,621 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.19% | 4,269 | +174 | +4.25% | $2,133,015 |
| ISHARES TR | IJR | Other | 0.18% | 16,906 | -231 | -1.35% | $2,101,643 |
| PIMCO DYNAMIC INCOME FD | PDI | Financial Services | 0.18% | 119,239 | -12,213 | -9.29% | $2,040,175 |
| CAMDEN NATL CORP | CAC | Financial Services | 0.18% | 42,861 | -757 | -1.74% | $2,033,762 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.17% | 8,197 | +731 | +9.79% | $1,986,982 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.17% | 3,010 | +6 | +0.20% | $1,957,804 |
| BLACKSTONE INC | BX | Financial Services | 0.17% | 16,893 | +132 | +0.79% | $1,942,577 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.17% | 33,915 | -2,126 | -5.90% | $1,922,327 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.17% | 15,252 | -108 | -0.70% | $1,913,504 |
| CAMECO CORP | CCJ | Energy | 0.16% | 16,958 | +316 | +1.90% | $1,841,784 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.16% | 19,258 | +510 | +2.72% | $1,788,674 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.15% | 26,760 | -2 | -0.01% | $1,765,913 |
| NUCOR CORP | NUE | Basic Materials | 0.14% | 9,650 | +1 | +0.01% | $1,631,764 |
| PEPSICO INC | PEP | Consumer Defensive | 0.14% | 10,302 | -384 | -3.59% | $1,599,860 |
| CISCO SYS INC | CSCO | Technology | 0.13% | 19,887 | +70 | +0.35% | $1,543,065 |
| SHOPIFY INC | SHOP | Technology | 0.13% | 12,778 | -425 | -3.22% | $1,515,736 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.13% | 4,604 | -101 | -2.15% | $1,514,246 |
| CATERPILLAR INC | CAT | Industrials | 0.13% | 2,130 | -23 | -1.07% | $1,508,972 |
| M & T BK CORP | MTB | Financial Services | 0.13% | 7,056 | -264 | -3.61% | $1,458,629 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.12% | 15,952 | -820 | -4.89% | $1,429,172 |
| INVESCO QQQ TR | QQQ | Other | 0.12% | 2,455 | -26 | -1.05% | $1,417,167 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.12% | 4,147 | +32 | +0.78% | $1,400,856 |
| ADAMS DIVERSIFIED EQUITY FD | ADX | Financial Services | 0.12% | 62,535 | - | - | $1,368,891 |
| COCA COLA CO | KO | Consumer Defensive | 0.12% | 17,676 | +246 | +1.41% | $1,344,245 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.12% | 3,437 | +81 | +2.41% | $1,341,680 |
| ISHARES TR | IVV | Other | 0.12% | 2,028 | -35 | -1.70% | $1,324,450 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.11% | 1,828 | -19 | -1.03% | $1,246,982 |
| ISHARES INC | EMXC | Other | 0.10% | 14,704 | -1,352 | -8.42% | $1,156,615 |
| EATON CORP PLC | ETN | Other | 0.09% | 3,026 | +3 | +0.10% | $1,082,219 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.09% | 17,509 | -535 | -2.96% | $1,061,903 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.09% | 17,836 | -1,144 | -6.03% | $1,028,052 |
| IDEXX LABS INC | IDXX | Healthcare | 0.09% | 1,816 | -27 | -1.47% | $1,020,623 |
| DISNEY WALT CO | DIS | Communication Services | 0.09% | 10,359 | -400 | -3.72% | $998,353 |
| NOVARTIS AG | NVS | Healthcare | 0.09% | 6,455 | -132 | -2.00% | $985,974 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.09% | 7,055 | -32 | -0.45% | $975,862 |
| ISHARES TR | IBB | Other | 0.08% | 5,588 | -166 | -2.88% | $943,583 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.08% | 18,692 | +1,202 | +6.87% | $938,347 |
| BLACKROCK INC | BLK | Other | 0.08% | 975 | -88 | -8.28% | $937,390 |
| CONOCOPHILLIPS | COP | Energy | 0.08% | 6,967 | +2 | +0.03% | $919,651 |
| DEERE & CO | DE | Industrials | 0.08% | 1,598 | -156 | -8.89% | $900,257 |
| VALERO ENERGY CORP | VLO | Energy | 0.08% | 3,639 | +196 | +5.69% | $899,179 |
| SERVICENOW INC | NOW | Technology | 0.08% | 8,497 | -82 | -0.96% | $888,391 |
| AMGEN INC | AMGN | Healthcare | 0.07% | 2,427 | +104 | +4.48% | $854,008 |
| CVS HEALTH CORP | CVS | Healthcare | 0.07% | 11,813 | +7,702 | +187.35% | $848,402 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.07% | 5,275 | +251 | +5.00% | $845,743 |
| SPDR SERIES TRUST | XBI | Other | 0.07% | 6,444 | +25 | +0.39% | $823,093 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 0.07% | 51,378 | -730 | -1.40% | $815,878 |
| PHILLIPS 66 | PSX | Energy | 0.07% | 4,242 | +72 | +1.73% | $772,731 |
Means Investment Co., Inc. Options Holdings in Q1 2026
20 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | RSP | Invesco S&P 500 Equal Weight ET | CALL | 2,500 | $479,800 |
| Q1 2026 | AVGO | Broadcom Inc. | CALL | 1,000 | $309,510 |
| Q1 2026 | PFE | Pfizer, Inc. | CALL | 8,500 | $238,680 |
| Q1 2026 | XLE | SPDR Select Sector Fund - Energ | CALL | 3,700 | $226,662 |
| Q1 2026 | CRM | Salesforce, Inc. | CALL | 1,100 | $205,337 |
| Q1 2026 | XOM | Exxon Mobil Corporation | CALL | 1,200 | $203,592 |
| Q1 2026 | CSCO | Cisco Systems, Inc. | CALL | 2,000 | $155,180 |
| Q1 2026 | OKLO | Oklo Inc. | PUT | 3,000 | $148,770 |
| Q1 2026 | H8817H100 | Transocean | CALL | 21,000 | $139,230 |
| Q1 2026 | WELL | Welltower Inc. | CALL | 600 | $118,626 |
| Q1 2026 | GE | GE Aerospace | CALL | 400 | $113,508 |
| Q1 2026 | NVDA | NVIDIA Corporation | PUT | 500 | $87,200 |
| Q1 2026 | AMD | Advanced Micro Devices, Inc. | PUT | 400 | $81,372 |
| Q1 2026 | NVDA | NVIDIA Corporation | CALL | 300 | $52,320 |
| Q1 2026 | CSX | CSX Corporation | CALL | 700 | $28,735 |
| Q1 2026 | CVX | Chevron Corporation | CALL | 100 | $20,690 |
| Q1 2026 | NFLX | Netflix, Inc. | CALL | 200 | $19,230 |
| Q1 2026 | SOFI | SoFi Technologies, Inc. | CALL | 1,000 | $15,880 |
| Q1 2026 | XBI | SPDR Series Trust SPDR S&P Bio | CALL | 100 | $12,773 |
| Q1 2026 | NOW | ServiceNow, Inc. | CALL | 100 | $10,455 |
Notional value represents the total exposure of the options position.