MEANS INVESTMENT CO., INC. Q4 2025 Filing

Filed January 26, 2026

Portfolio Value

$1.2B

Holdings

185

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (185 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
335,586$210.5M17.73%
2
VEUVANGUARD INTL EQUITY INDEX F
1,268,790$93.3M7.86%
3
XLGINVESCO EXCHANGE TRADED FD T
1,464,216$86.8M7.31%
4
AAPLAPPLE INC
298,672$81.2M6.84%
5
MSFTMICROSOFT CORP
101,691$49.2M4.14%
6
NVDANVIDIA CORPORATION
262,528$49.0M4.12%
7
AMZNAMAZON COM INC
189,568$43.8M3.69%
8
AVUVAMERICAN CENTY ETF TR
396,604$40.4M3.41%
9
MGKVANGUARD WORLD FD
96,686$39.9M3.36%
10
IMCBISHARES TR
428,013$35.4M2.98%
11
GOOGALPHABET INC
86,117$27.0M2.28%
12
XLVSELECT SECTOR SPDR TR
158,157$24.5M2.06%
13
JBNDJ P MORGAN EXCHANGE TRADED F
424,830$23.0M1.94%
14
FBTCFIDELITY WISE ORIGIN BITCOIN
277,199$21.1M1.78%
15
METAMETA PLATFORMS INC
31,383$20.7M1.75%
16
JPMJPMORGAN CHASE & CO.
63,237$20.4M1.72%
17
MGVVANGUARD WORLD FD
139,783$19.7M1.66%
18
PLTRPALANTIR TECHNOLOGIES INC
84,577$15.0M1.27%
19
TSLATESLA INC
26,540$11.9M1.01%
20
XLFSELECT SECTOR SPDR TR
215,577$11.8M0.99%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
20,561$10.3M0.87%
22
LRCXLAM RESEARCH CORP
58,411$10.0M0.84%
23
AVGOBROADCOM INC
25,770$8.9M0.75%
24
WRBBERKLEY W R CORP
126,465$8.9M0.75%
25
ORCLORACLE CORP
33,580$6.5M0.55%
26
BACBANK AMERICA CORP
118,629$6.5M0.55%
27
VVISA INC
17,956$6.3M0.53%
28
SMHVANECK ETF TRUST
17,050$6.1M0.52%
29
CVXCHEVRON CORP NEW
38,793$5.9M0.50%
30
GOOGLALPHABET INC
18,617$5.8M0.49%
31
IHIISHARES TR
93,165$5.8M0.49%
32
VYMVANGUARD WHITEHALL FDS
38,572$5.5M0.47%
33
ABBVABBVIE INC
24,030$5.5M0.46%
34
WMTWALMART INC
47,343$5.3M0.44%
35
4I1PHILIP MORRIS INTL INC
31,311$5.0M0.42%
36
LLYELI LILLY & CO
4,666$5.0M0.42%
37
JNJJOHNSON & JOHNSON
21,890$4.5M0.38%
38
CRMSALESFORCE INC
15,730$4.2M0.35%
39
SCHWSCHWAB CHARLES CORP
40,397$4.0M0.34%
40
XOMEXXON MOBIL CORP
32,946$4.0M0.33%
41
GSGOLDMAN SACHS GROUP INC
4,376$3.8M0.32%
42
ABTABBOTT LABS
28,286$3.5M0.30%
43
UBERUBER TECHNOLOGIES INC
41,610$3.4M0.29%
44
MDYSPDR S&P MIDCAP 400 ETF TR
5,568$3.4M0.28%
45
TJXTJX COS INC NEW
21,525$3.3M0.28%
46
PGPROCTER AND GAMBLE CO
22,712$3.3M0.27%
47
MRKMERCK & CO INC
29,024$3.1M0.26%
48
NFLXNETFLIX INC
31,275$2.9M0.25%
49
OEFISHARES TR
8,492$2.9M0.25%
50
MCDMCDONALDS CORP
9,181$2.8M0.24%
51
RTXRTX CORPORATION
14,921$2.7M0.23%
52
BXBLACKSTONE INC
16,761$2.6M0.22%
53
MAMASTERCARD INCORPORATED
4,095$2.3M0.20%
54
PDIPIMCO DYNAMIC INCOME FD
131,452$2.3M0.20%
55
BABAALIBABA GROUP HLDG LTD
15,360$2.3M0.19%
56
IBMINTERNATIONAL BUSINESS MACHS
7,466$2.2M0.19%
57
SHOPSHOPIFY INC
13,203$2.1M0.18%
58
JEPIJ P MORGAN EXCHANGE TRADED F
36,041$2.1M0.17%
59
IJRISHARES TR
17,137$2.1M0.17%
60
SPYSPDR S&P 500 ETF TR
3,004$2.0M0.17%
61
CACCAMDEN NATL CORP
43,618$1.9M0.16%
62
PYLDPIMCO ETF TR
68,064$1.8M0.15%
63
HDHOME DEPOT INC
4,705$1.6M0.14%
64
NUENUCOR CORP
9,649$1.6M0.13%
65
CRWDCROWDSTRIKE HLDGS INC
3,356$1.6M0.13%
66
MOALTRIA GROUP INC
26,762$1.5M0.13%
67
PEPPEPSICO INC
10,686$1.5M0.13%
68
CSCOCISCO SYS INC
19,817$1.5M0.13%
69
NDQINVESCO QQQ TR
2,481$1.5M0.13%
70
CCOCAMECO CORP
16,642$1.5M0.13%
71
NEENEXTERA ENERGY INC
18,748$1.5M0.13%
72
MTBM & T BK CORP
7,320$1.5M0.12%
73
ADXADAMS DIVERSIFIED EQUITY FD
62,535$1.5M0.12%
74
IVVISHARES TR
2,063$1.4M0.12%
75
SBUXSTARBUCKS CORP
16,772$1.4M0.12%
76
SOFISOFI TECHNOLOGIES INC
52,108$1.4M0.11%
77
NOWSERVICENOW INC
8,579$1.3M0.11%
78
IDXXIDEXX LABS INC
1,843$1.2M0.11%
79
CATCATERPILLAR INC
2,153$1.2M0.10%
80
DISDISNEY WALT CO
10,759$1.2M0.10%
81
KOCOCA COLA CO
17,430$1.2M0.10%
82
MUMICRON TECHNOLOGY INC
4,115$1.2M0.10%
83
EMXCISHARES INC
16,056$1.2M0.10%
84
BLKBLACKROCK INC
1,063$1.1M0.10%
85
NOCNORTHROP GRUMMAN CORP
1,847$1.1M0.09%
86
MDLZMONDELEZ INTL INC
18,980$1.0M0.09%
87
VTVANGUARD INTL EQUITY INDEX F
7,087$999K0.08%
88
BMYBRISTOL-MYERS SQUIBB CO
18,044$973K0.08%
89
IBBISHARES TR
5,754$971K0.08%
90
ETNEATON CORP PLC
3,023$962K0.08%
91
PANWPALO ALTO NETWORKS INC
5,024$925K0.08%
92
ADBEADOBE INC
2,620$916K0.08%
93
NVSNNOVARTIS AG
6,587$908K0.08%
94
QCOMQUALCOMM INC
5,116$875K0.07%
95
XHBSPDR SERIES TRUST
8,274$851K0.07%
96
VUGVANGUARD INDEX FDS
1,728$843K0.07%
97
SNOWSNOWFLAKE INC
3,816$837K0.07%
98
AMDADVANCED MICRO DEVICES INC
3,901$835K0.07%
99
DEDEERE & CO
1,754$816K0.07%
100
XLRESELECT SECTOR SPDR TR
19,523$787K0.07%
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