MEANS INVESTMENT CO., INC.
CIK: 0000701516SEC EDGAR →
Portfolio Value
$1.2M
Holdings
185
As of
Q4 2025
New Positions
185
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 1,268,790 | $93.3M | 7862.79% |
| 2 | INVESCO EXCHANGE TRADED FD T | 1,464,216 | $86.8M | 7312.33% |
| 3 | APPLE INC | 298,672 | $81.2M | 6840.39% |
| 4 | MICROSOFT CORP | 101,691 | $49.2M | 4143.10% |
| 5 | NVIDIA CORPORATION | 262,528 | $49.0M | 4124.74% |
| 6 | AMAZON COM INC | 189,568 | $43.8M | 3686.24% |
| 7 | AMERICAN CENTY ETF TR | 396,604 | $40.4M | 3407.30% |
| 8 | VANGUARD WORLD FD | 96,686 | $39.9M | 3362.15% |
| 9 | ISHARES TR | 428,013 | $35.4M | 2983.04% |
| 10 | ALPHABET INC | 86,117 | $27.0M | 2276.56% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (185)
$93.3M · 1.3M shares
$86.8M · 1.5M shares
$81.2M · 299K shares
$49.2M · 102K shares
$49.0M · 263K shares
$43.8M · 190K shares
$40.4M · 397K shares
$39.9M · 97K shares
$35.4M · 428K shares
$27.0M · 86K shares
$24.5M · 158K shares
$23.0M · 425K shares
$21.1M · 277K shares
$20.4M · 63K shares
$19.7M · 140K shares
$15.0M · 85K shares
$11.9M · 27K shares
$11.8M · 216K shares
$10.0M · 58K shares
$8.9M · 26K shares
$8.9M · 126K shares
$6.5M · 34K shares
$6.5M · 119K shares
$6.3M · 18K shares
$6.1M · 17K shares
$5.9M · 39K shares
$5.8M · 19K shares
$5.8M · 93K shares
$5.5M · 39K shares
$5.5M · 24K shares
$5.3M · 47K shares
$5.0M · 31K shares
$4.5M · 22K shares
$4.2M · 16K shares
$4.0M · 40K shares
$4.0M · 33K shares
$3.5M · 28K shares
$3.4M · 42K shares
$3.3M · 22K shares
$3.3M · 23K shares
$3.1M · 29K shares
$2.9M · 31K shares
$2.9M · 8K shares
$2.8M · 9K shares
$2.7M · 15K shares
$2.6M · 17K shares
$2.3M · 131K shares
$2.3M · 15K shares
$2.2M · 7K shares
$2.1M · 13K shares
$2.1M · 36K shares
$2.1M · 17K shares
$1.9M · 44K shares
$1.8M · 68K shares
$1.6M · 5K shares
$1.6M · 10K shares
$1.6M · 3K shares
$1.5M · 27K shares
$1.5M · 11K shares
$1.5M · 20K shares
$1.5M · 17K shares
$1.5M · 19K shares
$1.5M · 7K shares
$1.5M · 63K shares
$1.4M · 17K shares
$1.4M · 52K shares
$1.3M · 27K shares
$1.3M · 9K shares
$1.2M · 11K shares
$1.2M · 17K shares
$1.2M · 4K shares
$1.2M · 16K shares
$1.0M · 19K shares
$1.0M · 10K shares
$999K · 7K shares
$973K · 18K shares
$971K · 6K shares
$962K · 3K shares
$925K · 5K shares
$916K · 3K shares
$908K · 7K shares
$875K · 5K shares
$851K · 8K shares
$843K · 2K shares
$837K · 4K shares
$835K · 4K shares
$816K · 2K shares
$787K · 20K shares
$782K · 6K shares
$760K · 2K shares
$738K · 8K shares
$717K · 2K shares
$712K · 17K shares
$666K · 13K shares
$657K · 15K shares
$652K · 7K shares
$651K · 7K shares
$620K · 11K shares
$615K · 11K shares
$610K · 3K shares
$595K · 5K shares
$585K · 3K shares
$566K · 2K shares
$565K · 2K shares
$563K · 6K shares
$560K · 3K shares
$552K · 18K shares
$538K · 4K shares
$536K · 6K shares
$530K · 1K shares
$526K · 20K shares
$518K · 16K shares
$490K · 2K shares
$467K · 13K shares
$464K · 3K shares
$447K · 6K shares
$447K · 2K shares
$446K · 37K shares
$442K · 3K shares
$436K · 1K shares
$434K · 3K shares
$420K · 5K shares
$417K · 1K shares
$401K · 4K shares
$397K · 12K shares
$386K · 2K shares
$376K · 3K shares
$373K · 5K shares
$361K · 3K shares
$350K · 2K shares
$348K · 1K shares
$343K · 3K shares
$337K · 3K shares
$330K · 4K shares
$328K · 2K shares
$326K · 4K shares
$324K · 2K shares
$321K · 3K shares
$319K · 4K shares
$315K · 11K shares
$309K · 12K shares
$303K · 3K shares
$298K · 2K shares
$297K · 1K shares
$297K · 15K shares
$293K · 3K shares
$289K · 2K shares
$284K · 2K shares
$283K · 3K shares
$281K · 11K shares
$276K · 4K shares
$274K · 1K shares
$264K · 748 shares
$261K · 2K shares
$261K · 1K shares
$256K · 6K shares
$231K · 1K shares
$226K · 2K shares
$225K · 820 shares
$219K · 1K shares
$217K · 3K shares
$216K · 5K shares
$210K · 336K shares
$209K · 2K shares
$208K · 2K shares
$205K · 635 shares
$202K · 3K shares
$21K · 31K shares
$10K · 21K shares
$6K · 11K shares
$5K · 5K shares
$4K · 4K shares
$3K · 6K shares
$2K · 4K shares
$2K · 3K shares
$2K · 2K shares
$1K · 2K shares
$1K · 2K shares
$1K · 2K shares
$1K · 1K shares
$1K · 2K shares
$1K · 31K shares
$754 · 1 shares
$271 · 315 shares
$215 · 422 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 77 | $497.3M | 53.9% |
| Technology | 25 | $246.1M | 26.7% |
| Consumer Cyclical | 12 | $69.6M | 7.5% |
| Communication Services | 8 | $39.2M | 4.2% |
| Healthcare | 14 | $21.9M | 2.4% |
| Consumer Defensive | 7 | $13.8M | 1.5% |
| Energy | 7 | $12.2M | 1.3% |
| Industrials | 16 | $8.7M | 0.9% |
| Unknown | 10 | $7.7M | 0.8% |
| Utilities | 6 | $3.4M | 0.4% |
| Basic Materials | 3 | $2.4M | 0.3% |