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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MEANS INVESTMENT CO., INC.

Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0000701516-25-000006

Total Value
$1.06B
Positions
195
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (195)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363303,973$172.7M16.36%
2VANGUARD INTL EQUITY INDEX F9220427751,166,389$78.4M7.43%
3INVESCO EXCHANGE TRADED FD TIVZ1,360,928$70.9M6.72%
4APPLE INCAAPL320,092$65.7M6.22%
5MICROSOFT CORPMSFT100,649$50.1M4.74%
6NVIDIA CORPORATIONNVDA274,952$43.4M4.12%
7AMAZON COM INCAMZN195,247$42.8M4.06%
8VANGUARD WORLD FD921910816106,000$38.8M3.68%
9AMERICAN CENTY ETF TR025072877360,258$32.8M3.11%
10ISHARES TR464288208319,053$25.4M2.41%
11SELECT SECTOR SPDR TR81369Y860605,108$25.1M2.37%
12META PLATFORMS INCMETA31,473$23.2M2.20%
13VANGUARD WORLD FD921910840163,407$21.4M2.03%
14J P MORGAN EXCHANGE TRADED F46654Q716364,117$19.5M1.85%
15SELECT SECTOR SPDR TR81369Y209142,552$19.2M1.82%
16JPMORGAN CHASE & CO.VYLD64,023$18.6M1.76%
17ALPHABET INCGOOG94,418$16.7M1.59%
18PALANTIR TECHNOLOGIES INCPLTR87,877$12.0M1.13%
19BERKSHIRE HATHAWAY INC DELBRK-A20,165$9.8M0.93%
20SELECT SECTOR SPDR TR81369Y605181,043$9.5M0.90%
21BERKLEY W R CORPWRB-PH126,462$9.3M0.88%
22TESLA INCTSLA26,452$8.4M0.80%
23SPDR S&P MIDCAP 400 ETF TRMDY14,409$8.2M0.77%
24ORACLE CORPORCL-PD33,743$7.4M0.70%
25ISHARES TR464288810102,431$6.4M0.61%
26CHEVRON CORP NEWCVX43,747$6.3M0.59%
27VISA INCV17,363$6.2M0.58%
28LAM RESEARCH CORPLRCX61,392$6.0M0.57%
29VANGUARD WHITEHALL FDS92194640643,957$5.9M0.56%
30PHILIP MORRIS INTL INC71817210931,948$5.8M0.55%
31BANK AMERICA CORP060505104122,908$5.8M0.55%
32BROADCOM INCAVGO20,555$5.7M0.54%
33SALESFORCE INCCRM20,705$5.6M0.53%
34WALMART INCWMT51,899$5.1M0.48%
35ABBVIE INCABBV26,851$5.0M0.47%
36VANECK ETF TRUST92189F67616,727$4.7M0.44%
37PROCTER AND GAMBLE CO74271810927,484$4.4M0.41%
38UBER TECHNOLOGIES INCUBER43,940$4.1M0.39%
39SCHWAB CHARLES CORPSCHW-PJ44,874$4.1M0.39%
40ABBOTT LABSABLZF29,962$4.1M0.39%
41ELI LILLY & COLLY5,021$3.9M0.37%
42ALPHABET INCGOOG20,300$3.6M0.34%
43JOHNSON & JOHNSONJNJ23,361$3.6M0.34%
44GOLDMAN SACHS GROUP INCGSCE4,989$3.5M0.33%
45EXXON MOBIL CORPXOM31,733$3.4M0.32%
46ISHARES TR4642871019,918$3.0M0.29%
47J P MORGAN EXCHANGE TRADED F46641Q33250,284$2.9M0.27%
48MCDONALDS CORPMCD9,640$2.8M0.27%
49PIMCO DYNAMIC INCOME FD72201Y101143,601$2.7M0.26%
50TJX COS INC NEW87254010921,507$2.7M0.25%
51BLACKSTONE INCBX16,594$2.5M0.24%
52INTERNATIONAL BUSINESS MACHSINTR8,336$2.5M0.23%
53MERCK & CO INCMRK29,396$2.3M0.22%
54RTX CORPORATIONRTX14,559$2.1M0.20%
55ISHARES TR46428780419,210$2.1M0.20%
56SPDR S&P 500 ETF TRSPY3,311$2.0M0.19%
57SERVICENOW INCNOW1,988$2.0M0.19%
58MASTERCARD INCORPORATEDMA3,612$2.0M0.19%
59ALIBABA GROUP HLDG LTDBBAAY16,930$1.9M0.18%
60CROWDSTRIKE HLDGS INCCRWD3,730$1.9M0.18%
61NETFLIX INCNFLX1,410$1.9M0.18%
62STARBUCKS CORPSBUX19,810$1.8M0.17%
63CAMDEN NATL CORP13303410844,434$1.8M0.17%
64HOME DEPOT INCHD4,676$1.7M0.16%
65HIMS & HERS HEALTH INCHIMS33,958$1.7M0.16%
66DISNEY WALT CO25468710613,251$1.6M0.16%
67SHOPIFY INCSHOP13,936$1.6M0.15%
68ALTRIA GROUP INCMO26,958$1.6M0.15%
69ADAMS DIVERSIFIED EQUITY FD00621210471,425$1.6M0.15%
70PEPSICO INCPEP11,590$1.5M0.14%
71M & T BK CORP55261F1047,807$1.5M0.14%
72CISCO SYS INCCSCO21,065$1.5M0.14%
73INVESCO QQQ TRIVZ2,624$1.4M0.14%
74ISHARES TR4642872002,292$1.4M0.13%
75MONDELEZ INTL INC60920710520,920$1.4M0.13%
76NEXTERA ENERGY INCNEE-PW19,891$1.4M0.13%
77ISHARES INC46434G76421,828$1.4M0.13%
78DEERE & CODE2,675$1.4M0.13%
79UNITEDHEALTH GROUP INCUNH4,321$1.3M0.13%
80MICROSTRATEGY INCSTRK3,190$1.3M0.12%
81NUCOR CORPNUE9,646$1.2M0.12%
82COCA COLA COKO17,370$1.2M0.12%
83BLACKROCK INCBLK1,129$1.2M0.11%
84PALO ALTO NETWORKS INCPANW5,740$1.2M0.11%
85EATON CORP PLCETN3,164$1.1M0.11%
86IDEXX LABS INC45168D1042,080$1.1M0.11%
87NORTHROP GRUMMAN CORPNOC2,207$1.1M0.10%
88BRISTOL-MYERS SQUIBB COCELG-RI22,596$1.0M0.10%
89VANGUARD INTL EQUITY INDEX F9220427428,030$1.0M0.10%
90ADOBE INCADBE2,620$1.0M0.10%
91SOFI TECHNOLOGIES INCSOFI54,138$985,8620.09%
92SPDR SERIES TRUST78464A8889,456$932,0500.09%
93CARRIER GLOBAL CORPORATIONCARR12,617$923,4350.09%
94SOUTHERN COSOMN9,878$907,0800.09%
95QUALCOMM INCQCOM5,644$898,9220.09%
96SNOWFLAKE INCSNOW4,012$897,8130.09%
97CATERPILLAR INCCAT2,271$881,7470.08%
98VERIZON COMMUNICATIONS INCVZ19,973$864,2480.08%
99NOVARTIS AGNVSEF7,112$860,6480.08%
100ISHARES TR4642875566,583$832,8130.08%
101CVS HEALTH CORPCVS11,879$819,4260.08%
102BAR HBR BANKSHARES06684910026,138$783,0850.07%
103VANGUARD INDEX FDS9229087361,729$757,9140.07%
104J P MORGAN EXCHANGE TRADED F46654Q20313,470$732,7760.07%
105BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.07%
106PRUDENTIAL FINL INCPUKPF6,378$685,2780.06%
107GILEAD SCIENCES INCGILD6,035$669,0560.06%
108CHUBB LIMITEDCB2,298$665,7000.06%
109WISDOMTREE TRWT12,836$654,1050.06%
110FIRST TR EXCHANGE-TRADED FD33733E3022,398$645,7830.06%
111AMGEN INCAMGN2,295$640,7540.06%
112CONOCOPHILLIPSCOP7,008$628,9410.06%
113LOWES COS INC5486611072,785$617,9880.06%
114AT&T INCT-PC21,073$609,8540.06%
115OTIS WORLDWIDE CORPOTIS6,141$608,0990.06%
116SPDR SERIES TRUST78464A8707,273$603,1550.06%
117MICRON TECHNOLOGY INCMU4,823$594,3770.06%
118ADVANCED MICRO DEVICES INCAMD4,004$568,1150.05%
119WELLS FARGO CO NEW9497461017,067$566,1830.05%
120VANGUARD INDEX FDS9229087443,195$564,6740.05%
121DRAFTKINGS INC NEWDKNG12,563$538,8260.05%
122PHILLIPS 66PSX4,336$517,2810.05%
123NASDAQ INCNDAQ5,772$516,1320.05%
124LOCKHEED MARTIN CORPLMT1,082$501,1110.05%
125UNION PAC CORPUNP2,147$493,9390.05%
126WALGREENS BOOTS ALLIANCE INC93142710842,626$489,3450.05%
127TRANE TECHNOLOGIES PLCTT1,071$468,3190.04%
128UNUM GROUPUNMA5,719$461,8990.04%
129VALERO ENERGY CORPVLO3,433$461,4480.04%
130BROWN & BROWN INCBRO4,151$460,2520.04%
131SCHWAB STRATEGIC TR80852420118,597$454,5180.04%
132METLIFE INCMET-PF5,638$453,3900.04%
133COSTCO WHSL CORP NEW22160K105451$446,1810.04%
134SELECT SECTOR SPDR TR81369Y1005,018$440,6580.04%
135PIMCO ETF TR72201R58516,592$440,3520.04%
136COMCAST CORP NEWCCZ12,204$435,5450.04%
137ISHARES TR4642887602,285$431,1180.04%
138PROSHARES TR74347G44019,726$424,3000.04%
139CSX CORPCSX12,889$420,5590.04%
140VANGUARD SPECIALIZED FUNDS9219088442,012$411,7760.04%
141SPDR SERIES TRUST78464A5814,921$399,6390.04%
142INVESCO EXCHANGE TRADED FD TIVZ3,233$399,5510.04%
143AMERICAN EXPRESS COAXP1,193$380,6450.04%
144NOVO-NORDISK A SNONOF5,387$371,8280.04%
145DUKE ENERGY CORP NEWDUKB3,143$370,8350.04%
146ISHARES TR4642883074,601$369,1740.03%
147STATE STR CORPSTT-PG3,430$364,7970.03%
148ALLSTATE CORPALL-PJ1,797$361,8200.03%
149PFIZER INCPFE14,687$356,0080.03%
150VANGUARD INDEX FDS9229087511,493$353,7900.03%
151SELECT SECTOR SPDR TR81369Y8031,380$349,5290.03%
152CHARTER COMMUNICATIONS INC N16119P108844$345,0360.03%
153BARRICK MNG CORP06849F10816,473$342,9600.03%
154CHENIERE ENERGY INCLNG1,404$341,8820.03%
155ISHARES TR46429B6632,900$339,7560.03%
156MORGAN STANLEYMS-PQ2,300$324,0040.03%
157ISHARES TR4642874732,432$321,3960.03%
158TRAVELERS COMPANIES INCTRV1,199$320,8050.03%
159MARATHON PETE CORPMARA1,847$306,8180.03%
160WASTE MGMT INC DEL94106L1091,245$284,9790.03%
161THE CIGNA GROUP125523100852$281,7840.03%
162BANK NEW YORK MELLON CORP0640581003,087$281,2500.03%
163AFLAC INCAFL2,664$280,9210.03%
164ISHARES TR4642874653,121$279,0190.03%
165COINBASE GLOBAL INCCOIN792$277,6310.03%
166TEXAS INSTRS INC8825081041,324$274,9810.03%
167SHERWIN WILLIAMS COSHW790$271,1890.03%
1683M COMMM1,775$270,2070.03%
169ISHARES TR4642881093,180$265,2180.03%
170WEYERHAEUSER CO MTN BEWY10,196$261,9360.02%
171TORONTO DOMINION BK ONTTORO3,561$261,5270.02%
172INVESCO EXCHANGE TRADED FD TIVZ3,273$261,4150.02%
173KROGER COKR3,600$258,2280.02%
174YUM BRANDS INCYUM1,723$255,2960.02%
175L3HARRIS TECHNOLOGIES INCLHX1,015$254,5840.02%
176CONSTELLATION ENERGY CORPCEG785$253,3650.02%
177OKLO INCOKLO4,461$249,7940.02%
178DICKS SPORTING GOODS INC2533931021,245$246,2750.02%
179SELECT SECTOR SPDR TR81369Y5062,853$241,9310.02%
180KIMBERLY-CLARK CORPKMB1,856$239,2250.02%
181PROSHARES TR II74347Y88810,339$231,6970.02%
182ISHARES TR46432F8342,973$229,8810.02%
183HARTFORD INSURANCE GROUP INCHIG-PG1,800$228,3410.02%
184ZETA GLOBAL HOLDINGS CORPZETA14,628$226,5830.02%
185MARSH & MCLENNAN COS INC5717481021,020$222,9180.02%
186AMERIPRISE FINL INC03076C106391$208,5020.02%
187INGREDION INCINGR1,488$201,8030.02%
188FIRST BANCORP INC MEFNLC7,933$201,5760.02%
189ISHARES TR4642888851,799$201,5350.02%
190GRAB HOLDINGS LIMITEDGRABW6,000$4,9800.00%
191INVESCO QQQ TRIVZ24,000$2,6400.00%
192GRAB HOLDINGS LIMITEDGRABW10,000$1,6000.00%
193INVESCO QQQ TRIVZ3,000$9300.00%
194GRAB HOLDINGS LIMITEDGRABW500$6500.00%
195INVESCO QQQ TRIVZ3,000$5700.00%