Means Investment Co., Inc. Top Holdings Snapshot: September 2026
Means Investment Co., Inc. held a portfolio value of $1.377 billion as of September 30, 2026. Their largest positions included VOO, VEU, XLG, and AAPL, with notable changes in holdings such as significant increases in CRWD and decreases in FBTC.
As of September 30, 2026, Means Investment Co., Inc. managed a substantial portfolio value of $1.377 billion, reflecting a well-diversified approach across various asset classes and sectors.
Top Holdings Overview
The investor's largest positions were dominated by exchange-traded funds (ETFs), with VOO and VEU representing significant allocations. Vanguard Index Funds (VOO) accounted for 17.96% of the portfolio, while Vanguard International Equity Index Funds (VEU) made up 7.83%. Additionally, Means Investment Co., Inc. held considerable stakes in Invesco ETFs (XLG) at 7.6% and Apple Inc. (AAPL) at 6.97%. Notably, the portfolio included exposure to high-growth individual stocks like CrowdStrike Holdings Inc. (CRWD) and Microsoft Corp. (MSFT).
Detailed Analysis of Key Holdings
VOO, tracking the S&P 500, saw a modest increase in its share count (+2.45%) during the period, indicating continued confidence in broad US market exposure. Similarly, VEU experienced a slight increase (+3.47%) in its holdings, suggesting ongoing international diversification.
- VOO: Largest position, 17.96% allocation, +2.45% share change.
- VEU: Second-largest ETF, 7.83% allocation, +3.47% share change.
- XLG: 7.6% allocation, +1.25% share change.
- AAPL: 6.97% allocation, -2.44% share change.
- NVDA: 4.24% allocation, -2.58% share change.
- MSFT: 3.52% allocation, -5.18% share change.
- CRWD: A small but highly significant position at 0.26% allocation, but with an enormous +298.85% share change, highlighting a major investment in cybersecurity.
- AVUV: 3.51% allocation, +6.62% share change.
- MGK: 3.04% allocation, -3.86% share change.
While the major ETFs and large-cap tech stocks like Apple and Nvidia dominated the top allocations, the investor also showed interest in specific sectors through individual holdings. For instance, Amazon.com Inc. (AMZN) and CrowdStrike Holdings Inc. (CRWD) both fall under the Technology sector, though their allocations differ significantly. The portfolio also included exposure to the Financial Services sector via Huntington Bancshares Inc. (HBAN), which saw a substantial 100% increase in its share count.
Significant Changes and Activity
The period was marked by significant activity in certain holdings. Means Investment Co., Inc. notably increased their position in the American Century ETF (AVUV) by 6.62%, signaling confidence in this fund's performance or strategy. Conversely, they reduced their stake in Fidelity Wise Origin Bitcoin Fund (FBTC) by 12.72%, potentially indicating a shift in their stance towards cryptocurrency exposure or a rebalancing effort.
Furthermore, the investor demonstrated a propensity for concentrated buying in specific areas. The extraordinary +298.85% increase in CrowdStrike shares underscores a high-risk, high-reward approach to growth stocks. Similarly, the 100% increase in Huntington Bancshares suggests a targeted investment in the financial sector, albeit a smaller allocation.
The portfolio also included other notable holdings like the PIMCO ETF (PYLD) at 0.61% allocation, which experienced a slight decrease (-4.82% share change), and smaller stakes in companies like JPMorgan Exchange-Traded Funds (JPIE, JBND) and Vanguard World Funds (MGV).
Overall, the snapshot reveals a portfolio heavily weighted towards large-cap US stocks and broad-market ETFs, with active management evident in the significant changes observed across various holdings.