# MEANS INVESTMENT CO., INC.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 701516. Source: https://holderbook.com/funds/701516-means-investment-co-inc/

- Reported value: $1.3B
- Positions: 198
- Weight of the ten largest: 59.7%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $236.6M | 344,538 | 17.9% | 18 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $105.2M | 1,256,007 | 7.9% | 18 |
| INVESCO EXCHANGE TRADED FD T | [XLG](https://holderbook.com/stocks/XLG/) | $99.5M | 1,624,685 | 7.5% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $85.6M | 295,666 | 6.5% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $52.6M | 262,746 | 4.0% | 25 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $48.1M | 385,249 | 3.6% | 10 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $44.8M | 188,114 | 3.4% | 31 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $41.4M | 470,858 | 3.1% | 31 |
| ISHARES TR | [IMCB](https://holderbook.com/stocks/IMCB/) | $39.3M | 407,204 | 3.0% | 17 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $37.2M | 99,637 | 2.8% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $34.0M | 96,351 | 2.6% | 31 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $27.1M | 170,810 | 2.0% | 20 |
| J P MORGAN EXCHANGE TRADED F | [JBND](https://holderbook.com/stocks/JBND/) | $25.3M | 473,636 | 1.9% | 9 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $23.9M | 55,238 | 1.8% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JPIE](https://holderbook.com/stocks/JPIE/) | $23.1M | 501,929 | 1.7% | 1 |
| VANGUARD WORLD FD | [MGV](https://holderbook.com/stocks/MGV/) | $21.8M | 133,485 | 1.6% | 22 |
| FIDELITY WISE ORIGIN BITCOIN | [FBTC](https://holderbook.com/stocks/FBTC/) | $21.2M | 415,000 | 1.6% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $21.0M | 63,922 | 1.6% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $17.1M | 30,446 | 1.3% | 31 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $13.8M | 21,094 | 1.0% | 31 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $12.9M | 241,289 | 1.0% | 15 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $12.1M | 28,864 | 0.9% | 23 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $10.9M | 28,554 | 0.8% | 13 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $10.0M | 20,036 | 0.8% | 31 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $9.9M | 85,148 | 0.8% | 23 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $9.2M | 347,052 | 0.7% | 5 |
| BERKLEY W R CORP | [WRB](https://holderbook.com/stocks/WRB/) | $8.9M | 126,494 | 0.7% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $7.1M | 28,110 | 0.5% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $6.8M | 41,045 | 0.5% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $6.7M | 18,702 | 0.5% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $6.6M | 115,647 | 0.5% | 31 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $6.0M | 37,728 | 0.5% | 16 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $5.8M | 17,035 | 0.4% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $5.8M | 22,908 | 0.4% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $5.7M | 4,726 | 0.4% | 31 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $5.5M | 30,295 | 0.4% | 31 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $5.1M | 7,308 | 0.4% | 23 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $5.0M | 34,439 | 0.4% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $5.0M | 44,125 | 0.4% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $4.8M | 8,348 | 0.4% | 21 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $4.5M | 3,862 | 0.3% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $4.4M | 31,874 | 0.3% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $4.3M | 4,289 | 0.3% | 31 |
| ISHARES TR | [IHI](https://holderbook.com/stocks/IHI/) | $4.0M | 80,072 | 0.3% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $3.8M | 26,213 | 0.3% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $3.6M | 27,981 | 0.3% | 31 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $3.5M | 38,433 | 0.3% | 14 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $3.2M | 21,354 | 0.2% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $3.1M | 16,411 | 0.2% | 25 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $3.1M | 8,447 | 0.2% | 5 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $2.7M | 37,335 | 0.2% | 23 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $2.6M | 3,398 | 0.2% | 14 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $2.5M | 16,682 | 0.2% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $2.5M | 27,110 | 0.2% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.4M | 20,144 | 0.2% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.3M | 8,613 | 0.2% | 31 |
| CAMDEN NATL CORP | [CAC](https://holderbook.com/stocks/CAC/) | $2.3M | 42,941 | 0.2% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.3M | 3,053 | 0.2% | 28 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $2.3M | 2,121 | 0.2% | 23 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $2.1M | 9,651 | 0.2% | 28 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $2.1M | 7,584 | 0.2% | 31 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $2.0M | 17,004 | 0.2% | 28 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $1.9M | 26,781 | 0.1% | 31 |
| PIMCO DYNAMIC INCOME FD | [PDI](https://holderbook.com/stocks/PDI/) | $1.8M | 107,978 | 0.1% | 18 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $1.8M | 31,644 | 0.1% | 21 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.8M | 2,380 | 0.1% | 27 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $1.7M | 16,748 | 0.1% | 4 |
| M & T BK CORP | [MTB](https://holderbook.com/stocks/MTB/) | $1.7M | 7,061 | 0.1% | 17 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $1.6M | 18,727 | 0.1% | 31 |
| ADAMS DIVERSIFIED EQUITY FD | [ADX](https://holderbook.com/stocks/ADX/) | $1.6M | 62,535 | 0.1% | 5 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $1.6M | 15,505 | 0.1% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.6M | 4,489 | 0.1% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.5M | 2,039 | 0.1% | 30 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $1.5M | 15,212 | 0.1% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.4M | 17,074 | 0.1% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.4M | 10,068 | 0.1% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $1.3M | 3,913 | 0.1% | 13 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.3M | 3,131 | 0.1% | 25 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $1.3M | 8,489 | 0.1% | 31 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $1.3M | 11,217 | 0.1% | 17 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $1.3M | 12,436 | 0.1% | 17 |
| COREWEAVE INC | [CRWV](https://holderbook.com/stocks/CRWV/) | $1.3M | 12,719 | 0.1% | 3 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $1.2M | 11,847 | 0.1% | 6 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $1.1M | 6,870 | 0.1% | 18 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $1.1M | 6,640 | 0.1% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.0M | 1,618 | 0.1% | 31 |
| ISHARES TR | [IBB](https://holderbook.com/stocks/IBB/) | $1.0M | 5,364 | 0.1% | 31 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $992.0K | 6,330 | 0.1% | 31 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $986.5K | 17,056 | 0.1% | 31 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $984.1K | 17,080 | 0.1% | 31 |
| IDEXX LABS INC | [IDXX](https://holderbook.com/stocks/IDXX/) | $954.7K | 1,813 | 0.1% | 31 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $944.8K | 3,628 | 0.1% | 23 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $940.5K | 3,696 | 0.1% | 24 |
| SOFI TECHNOLOGIES INC | [SOFI](https://holderbook.com/stocks/SOFI/) | $939.1K | 51,378 | 0.1% | 19 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $928.6K | 9,648 | 0.1% | 31 |
| CARRIER GLOBAL CORPORATION | [CARR](https://holderbook.com/stocks/CARR/) | $916.0K | 12,488 | 0.1% | 26 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $900.3K | 10,452 | 0.1% | 29 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $884.9K | 2,444 | 0.1% | 31 |
| SPDR SERIES TRUST | [XHB](https://holderbook.com/stocks/XHB/) | $870.0K | 7,529 | 0.1% | 12 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $831.5K | 4,500 | 0.1% | 24 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.3% | +14.8% | -2.5% | 100% |
| Q1 2026 | -5.2% | -4.6% | -0.6% | 100% |
| Q4 2025 | +2.2% | +2.4% | -0.2% | 100% |
| Q3 2025 | +9.0% | +7.8% | +1.2% | 100% |
| Q2 2025 | +10.3% | +10.5% | -0.1% | 100% |
| Q1 2025 | -4.1% | -4.6% | +0.4% | 100% |
| Q4 2024 | +2.7% | +2.1% | +0.6% | 100% |
| Q3 2024 | +4.7% | +5.4% | -0.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.3B | 198 |
| Q1 2026 | $1.1B | 193 |
| Q4 2025 | $1.2B | 185 |
| Q3 2025 | $1.2B | 189 |
| Q2 2025 | $1.1B | 190 |
| Q1 2025 | $941.7M | 191 |
| Q4 2024 | $960.7M | 205 |
| Q3 2024 | $900.1M | 204 |
| Q2 2024 | $836.5M | 191 |
| Q1 2024 | $773.1M | 197 |
| Q4 2023 | $693.9M | 192 |
| Q3 2023 | $610.7M | 193 |