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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 Q3 2025 · Filed November 6, 2025 · Accession 0000701516-25-000007

Total Value
$1.16B
Positions
190
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (190)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363313,272$191.8M16.60%
2VANGUARD INTL EQUITY INDEX F9220427751,236,490$88.2M7.64%
3INVESCO EXCHANGE TRADED FD TIVZ1,396,283$80.3M6.95%
4APPLE INCAAPL303,398$77.3M6.69%
5MICROSOFT CORPMSFT99,607$51.6M4.47%
6NVIDIA CORPORATIONNVDA259,287$48.4M4.19%
7AMAZON COM INCAMZN190,519$41.8M3.62%
8VANGUARD WORLD FD92191081698,738$39.7M3.44%
9AMERICAN CENTY ETF TR025072877388,452$38.7M3.35%
10ISHARES TR464288208411,047$34.1M2.95%
11SELECT SECTOR SPDR TR81369Y860686,448$28.9M2.50%
12SELECT SECTOR SPDR TR81369Y209165,495$23.0M1.99%
13META PLATFORMS INCMETA30,327$22.3M1.93%
14ALPHABET INCGOOG89,618$21.8M1.89%
15J P MORGAN EXCHANGE TRADED F46654Q716400,011$21.7M1.88%
16JPMORGAN CHASE & CO.VYLD64,619$20.4M1.76%
17VANGUARD WORLD FD921910840144,393$19.9M1.72%
18PALANTIR TECHNOLOGIES INCPLTR86,750$15.8M1.37%
19TESLA INCTSLA26,595$11.8M1.02%
20SELECT SECTOR SPDR TR81369Y605208,672$11.2M0.97%
21BERKSHIRE HATHAWAY INC DELBRK-A20,926$10.5M0.91%
22BERKLEY W R CORPWRB-PH126,463$9.7M0.84%
23ORACLE CORPORCL-PD33,852$9.5M0.82%
24BROADCOM INCAVGO24,238$8.0M0.69%
25LAM RESEARCH CORPLRCX59,071$7.9M0.68%
26CHEVRON CORP NEWCVX42,505$6.6M0.57%
27BANK AMERICA CORP060505104119,312$6.2M0.53%
28VISA INCV17,837$6.1M0.53%
29ABBVIE INCABBV25,475$5.9M0.51%
30ISHARES TR46428881094,931$5.7M0.49%
31VANGUARD WHITEHALL FDS92194640639,007$5.5M0.48%
32PHILIP MORRIS INTL INC71817210931,595$5.1M0.44%
33VANECK ETF TRUST92189F67615,267$5.0M0.43%
34WALMART INCWMT47,886$4.9M0.43%
35ALPHABET INCGOOG18,630$4.5M0.39%
36JOHNSON & JOHNSONJNJ23,491$4.4M0.38%
37SALESFORCE INCCRM17,712$4.2M0.36%
38PROCTER AND GAMBLE CO74271810927,012$4.2M0.36%
39UBER TECHNOLOGIES INCUBER41,365$4.1M0.35%
40SCHWAB CHARLES CORPSCHW-PJ42,321$4.0M0.35%
41ELI LILLY & COLLY5,230$4.0M0.35%
42ABBOTT LABSABLZF29,217$3.9M0.34%
43EXXON MOBIL CORPXOM33,118$3.7M0.32%
44SPDR S&P MIDCAP 400 ETF TRMDY5,955$3.5M0.31%
45GOLDMAN SACHS GROUP INCGSCE4,444$3.5M0.31%
46TJX COS INC NEW87254010921,516$3.1M0.27%
47NETFLIX INCNFLX2,460$2.9M0.26%
48BLACKSTONE INCBX16,657$2.8M0.25%
49ISHARES TR4642871018,437$2.8M0.24%
50ALIBABA GROUP HLDG LTDBBAAY15,508$2.8M0.24%
51MCDONALDS CORPMCD8,985$2.7M0.24%
52RTX CORPORATIONRTX15,862$2.7M0.23%
53J P MORGAN EXCHANGE TRADED F46641Q33245,026$2.6M0.22%
54PIMCO DYNAMIC INCOME FD72201Y101129,592$2.6M0.22%
55MERCK & CO INCMRK29,223$2.5M0.21%
56INTERNATIONAL BUSINESS MACHSINTR8,190$2.3M0.20%
57MASTERCARD INCORPORATEDMA4,028$2.3M0.20%
58ISHARES TR46428780417,754$2.1M0.18%
59SPDR S&P 500 ETF TRSPY3,141$2.1M0.18%
60SHOPIFY INCSHOP13,148$2.0M0.17%
61HOME DEPOT INCHD4,728$1.9M0.17%
62ALTRIA GROUP INCMO27,005$1.8M0.15%
63CAMDEN NATL CORP13303410844,097$1.7M0.15%
64CROWDSTRIKE HLDGS INCCRWD3,390$1.7M0.14%
65SERVICENOW INCNOW1,732$1.6M0.14%
66ADAMS DIVERSIFIED EQUITY FD00621210471,425$1.6M0.14%
67STARBUCKS CORPSBUX18,600$1.6M0.14%
68PEPSICO INCPEP11,127$1.6M0.14%
69M & T BK CORP55261F1047,760$1.5M0.13%
70INVESCO QQQ TRIVZ2,484$1.5M0.13%
71DISNEY WALT CO25468710612,947$1.5M0.13%
72NEXTERA ENERGY INCNEE-PW19,616$1.5M0.13%
73HIMS & HERS HEALTH INCHIMS25,602$1.5M0.13%
74ISHARES TR4642872002,137$1.4M0.12%
75CISCO SYS INCCSCO20,897$1.4M0.12%
76SOFI TECHNOLOGIES INCSOFI51,408$1.4M0.12%
77BLACKROCK INCBLK1,124$1.3M0.11%
78NUCOR CORPNUE9,647$1.3M0.11%
79ISHARES INC46434G76419,111$1.3M0.11%
80MONDELEZ INTL INC60920710519,917$1.2M0.11%
81NORTHROP GRUMMAN CORPNOC1,974$1.2M0.10%
82IDEXX LABS INC45168D1041,843$1.2M0.10%
83COCA COLA COKO17,352$1.2M0.10%
84EATON CORP PLCETN3,020$1.1M0.10%
85CAMECO CORPCCJ13,320$1.1M0.10%
86DEERE & CODE2,401$1.1M0.10%
87CATERPILLAR INCCAT2,275$1.1M0.09%
88PALO ALTO NETWORKS INCPANW5,096$1.0M0.09%
89SPDR SERIES TRUST78464A8889,318$1.0M0.09%
90STRATEGY INCSTRK3,168$1.0M0.09%
91VANGUARD INTL EQUITY INDEX F9220427427,229$996,1430.09%
92BRISTOL-MYERS SQUIBB COCELG-RI21,554$972,0990.08%
93QUALCOMM INCQCOM5,596$931,0020.08%
94SOUTHERN COSOMN9,752$924,2400.08%
95ADOBE INCADBE2,620$924,2050.08%
96CVS HEALTH CORPCVS11,904$897,4380.08%
97SNOWFLAKE INCSNOW3,923$884,7880.08%
98ISHARES TR4642875566,077$877,3680.08%
99VERIZON COMMUNICATIONS INCVZ19,866$873,1280.08%
100NOVARTIS AGNVSEF6,587$844,7430.07%
101VANGUARD INDEX FDS9229087361,723$826,5450.07%
102BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.07%
103CARRIER GLOBAL CORPORATIONCARR12,605$752,5180.07%
104J P MORGAN EXCHANGE TRADED F46654Q20312,605$725,0320.06%
105BAR HBR BANKSHARES06684910023,593$718,6430.06%
106MICRON TECHNOLOGY INCMU4,260$712,7960.06%
107PIMCO ETF TR72201R58525,039$672,0500.06%
108LOWES COS INC5486611072,647$665,1890.06%
109CONOCOPHILLIPSCOP7,010$663,0970.06%
110GILEAD SCIENCES INCGILD5,887$653,4390.06%
111AMGEN INCAMGN2,309$651,7390.06%
112CHUBB LIMITEDCB2,299$648,8260.06%
113ADVANCED MICRO DEVICES INCAMD4,004$647,7470.06%
114OKLO INCOKLO5,779$645,1550.06%
115UNITEDHEALTH GROUP INCUNH1,833$633,0750.05%
116FIRST TR EXCHANGE-TRADED FD33733E3022,209$618,0930.05%
117SPDR SERIES TRUST78464A8706,161$617,2940.05%
118WISDOMTREE TRWT10,879$607,8090.05%
119VANGUARD INDEX FDS9229087443,212$598,9370.05%
120AT&T INCT-PC21,110$596,1490.05%
121VALERO ENERGY CORPVLO3,438$585,3980.05%
122WELLS FARGO CO NEW9497461016,970$584,2190.05%
123PHILLIPS 66PSX4,169$567,0390.05%
124OTIS WORLDWIDE CORPOTIS6,142$561,5510.05%
125LOCKHEED MARTIN CORPLMT1,089$543,6050.05%
126PRUDENTIAL FINL INCPUKPF5,157$534,9970.05%
127MORGAN STANLEYMS-PQ3,289$522,8290.05%
128NASDAQ INCNDAQ5,772$510,5330.04%
129PROSHARES TR74347G44025,223$496,3820.04%
130BARRICK MNG CORP06849F10815,058$493,4430.04%
131SCHWAB STRATEGIC TR80852420118,597$489,8530.04%
132ISHARES TR4642887602,283$477,8210.04%
133DRAFTKINGS INC NEWDKNG12,563$469,8550.04%
134METLIFE INCMET-PF5,607$461,8800.04%
135UNION PAC CORPUNP1,953$461,6260.04%
136CSX CORPCSX12,894$457,8610.04%
137TRANE TECHNOLOGIES PLCTT1,071$451,9790.04%
138SELECT SECTOR SPDR TR81369Y1005,041$451,7700.04%
139UNUM GROUPUNMA5,746$446,9040.04%
140INVESCO EXCHANGE TRADED FD TIVZ3,234$428,4430.04%
141STATE STR CORPSTT-PG3,430$397,9700.03%
142AMERICAN EXPRESS COAXP1,179$391,6570.03%
143BROWN & BROWN INCBRO4,152$389,3700.03%
144SELECT SECTOR SPDR TR81369Y8031,371$386,3580.03%
145ALLSTATE CORPALL-PJ1,799$386,0950.03%
146COMCAST CORP NEWCCZ12,174$382,5090.03%
147DUKE ENERGY CORP NEWDUKB3,079$381,0410.03%
148VANGUARD INDEX FDS9229087511,495$380,1740.03%
149ISHARES TR4642883074,352$360,0340.03%
150MARATHON PETE CORPMARA1,854$357,4030.03%
151VANGUARD SPECIALIZED FUNDS9219088441,589$342,8830.03%
152ISHARES TR46429B6632,760$337,9190.03%
153TRAVELERS COMPANIES INCTRV1,200$334,9460.03%
154SPDR SERIES TRUST78464A5814,189$329,9020.03%
155BANK NEW YORK MELLON CORP0640581003,020$329,0660.03%
156COSTCO WHSL CORP NEW22160K105354$327,4850.03%
157ISHARES TR4642874732,295$320,5870.03%
158CHENIERE ENERGY INCLNG1,343$315,4970.03%
159L3HARRIS TECHNOLOGIES INCLHX1,015$309,9930.03%
160INVESCO EXCHANGE TRADED FD TIVZ3,278$303,1730.03%
161AFLAC INCAFL2,664$297,5600.03%
162FIRST BANCORP INC MEFNLC11,158$293,0050.03%
163ZETA GLOBAL HOLDINGS CORPZETA14,628$290,6520.03%
164ISHARES TR4642881093,195$287,5970.02%
165TORONTO DOMINION BK ONTTORO3,467$277,1560.02%
1663M COMMM1,776$275,6030.02%
167WASTE MGMT INC DEL94106L1091,247$275,2770.02%
168CAPITAL ONE FINL CORP14040H1051,276$271,2550.02%
169COINBASE GLOBAL INCCOIN784$264,6340.02%
170YUM BRANDS INCYUM1,726$262,3160.02%
171WEYERHAEUSER CO MTN BEWY10,329$256,0440.02%
172SELECT SECTOR SPDR TR81369Y5062,859$255,4090.02%
173THE CIGNA GROUP125523100856$246,6380.02%
174CONSTELLATION ENERGY CORPCEG747$245,9630.02%
175ISHARES TR46432F8342,973$245,5510.02%
176TEXAS INSTRS INC8825081041,333$244,8770.02%
177DICKS SPORTING GOODS INC2533931021,101$244,6310.02%
178KROGER COKR3,600$242,6760.02%
179HARTFORD INSURANCE GROUP INCHIG-PG1,801$240,1700.02%
180CHARTER COMMUNICATIONS INC N16119P108844$232,1890.02%
181KIMBERLY-CLARK CORPKMB1,825$226,9680.02%
182PFIZER INCPFE8,588$218,8220.02%
183SHERWIN WILLIAMS COSHW627$217,1550.02%
184GLOBAL X FDS37954Y6734,534$215,9440.02%
185EVERSOURCE ENERGYES2,989$212,6210.02%
186SYSCO CORPSYY2,521$207,6170.02%
187ISHARES TR4642888851,799$204,9180.02%
188WHEELS UP EXPERIENCE INCWSUPW12,000$22,0800.00%
189VALE S AVALE4,100$3,4850.00%
190VALE S AVALE12,100$2,0570.00%