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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 Q4 2025 · Filed January 26, 2026 · Accession 0000701516-26-000001

Total Value
$1.19B
Positions
191
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (191)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363335,586$210.5M17.73%
2VANGUARD INTL EQUITY INDEX F9220427751,268,790$93.3M7.86%
3INVESCO EXCHANGE TRADED FD TIVZ1,464,216$86.8M7.31%
4APPLE INCAAPL298,672$81.2M6.84%
5MICROSOFT CORPMSFT101,691$49.2M4.14%
6NVIDIA CORPORATIONNVDA262,528$49.0M4.12%
7AMAZON COM INCAMZN189,568$43.8M3.69%
8AMERICAN CENTY ETF TR025072877396,604$40.4M3.41%
9VANGUARD WORLD FD92191081696,686$39.9M3.36%
10ISHARES TR464288208428,013$35.4M2.98%
11ALPHABET INCGOOG86,117$27.0M2.28%
12SELECT SECTOR SPDR TR81369Y209158,157$24.5M2.06%
13J P MORGAN EXCHANGE TRADED F46654Q716424,830$23.0M1.94%
14FIDELITY WISE ORIGIN BITCOINFBTC277,199$21.1M1.78%
15META PLATFORMS INCMETA31,383$20.7M1.75%
16JPMORGAN CHASE & CO.VYLD63,237$20.4M1.72%
17VANGUARD WORLD FD921910840139,783$19.7M1.66%
18PALANTIR TECHNOLOGIES INCPLTR84,577$15.0M1.27%
19TESLA INCTSLA26,540$11.9M1.01%
20SELECT SECTOR SPDR TR81369Y605215,577$11.8M0.99%
21BERKSHIRE HATHAWAY INC DELBRK-A20,561$10.3M0.87%
22LAM RESEARCH CORPLRCX58,411$10.0M0.84%
23BROADCOM INCAVGO25,770$8.9M0.75%
24BERKLEY W R CORPWRB-PH126,465$8.9M0.75%
25ORACLE CORPORCL-PD33,580$6.5M0.55%
26BANK AMERICA CORP060505104118,629$6.5M0.55%
27VISA INCV17,956$6.3M0.53%
28VANECK ETF TRUST92189F67617,050$6.1M0.52%
29CHEVRON CORP NEWCVX38,793$5.9M0.50%
30ALPHABET INCGOOG18,617$5.8M0.49%
31ISHARES TR46428881093,165$5.8M0.49%
32VANGUARD WHITEHALL FDS92194640638,572$5.5M0.47%
33ABBVIE INCABBV24,030$5.5M0.46%
34WALMART INCWMT47,343$5.3M0.44%
35PHILIP MORRIS INTL INC71817210931,311$5.0M0.42%
36ELI LILLY & COLLY4,666$5.0M0.42%
37JOHNSON & JOHNSONJNJ21,890$4.5M0.38%
38SALESFORCE INCCRM15,730$4.2M0.35%
39SCHWAB CHARLES CORPSCHW-PJ40,397$4.0M0.34%
40EXXON MOBIL CORPXOM32,946$4.0M0.33%
41GOLDMAN SACHS GROUP INCGSCE4,376$3.8M0.32%
42ABBOTT LABSABLZF28,286$3.5M0.30%
43UBER TECHNOLOGIES INCUBER41,610$3.4M0.29%
44SPDR S&P MIDCAP 400 ETF TRMDY5,568$3.4M0.28%
45TJX COS INC NEW87254010921,525$3.3M0.28%
46PROCTER AND GAMBLE CO74271810922,712$3.3M0.27%
47MERCK & CO INCMRK29,024$3.1M0.26%
48NETFLIX INCNFLX31,275$2.9M0.25%
49ISHARES TR4642871018,492$2.9M0.25%
50MCDONALDS CORPMCD9,181$2.8M0.24%
51RTX CORPORATIONRTX14,921$2.7M0.23%
52BLACKSTONE INCBX16,761$2.6M0.22%
53MASTERCARD INCORPORATEDMA4,095$2.3M0.20%
54PIMCO DYNAMIC INCOME FD72201Y101131,452$2.3M0.20%
55ALIBABA GROUP HLDG LTDBBAAY15,360$2.3M0.19%
56INTERNATIONAL BUSINESS MACHSINTR7,466$2.2M0.19%
57SHOPIFY INCSHOP13,203$2.1M0.18%
58J P MORGAN EXCHANGE TRADED F46641Q33236,041$2.1M0.17%
59ISHARES TR46428780417,137$2.1M0.17%
60SPDR S&P 500 ETF TRSPY3,004$2.0M0.17%
61CAMDEN NATL CORP13303410843,618$1.9M0.16%
62PIMCO ETF TR72201R58568,064$1.8M0.15%
63HOME DEPOT INCHD4,705$1.6M0.14%
64NUCOR CORPNUE9,649$1.6M0.13%
65CROWDSTRIKE HLDGS INCCRWD3,356$1.6M0.13%
66ALTRIA GROUP INCMO26,762$1.5M0.13%
67PEPSICO INCPEP10,686$1.5M0.13%
68CISCO SYS INCCSCO19,817$1.5M0.13%
69INVESCO QQQ TRIVZ2,481$1.5M0.13%
70CAMECO CORPCCJ16,642$1.5M0.13%
71NEXTERA ENERGY INCNEE-PW18,748$1.5M0.13%
72M & T BK CORP55261F1047,320$1.5M0.12%
73ADAMS DIVERSIFIED EQUITY FD00621210462,535$1.5M0.12%
74ISHARES TR4642872002,063$1.4M0.12%
75STARBUCKS CORPSBUX16,772$1.4M0.12%
76SOFI TECHNOLOGIES INCSOFI52,108$1.4M0.11%
77SERVICENOW INCNOW8,579$1.3M0.11%
78IDEXX LABS INC45168D1041,843$1.2M0.11%
79CATERPILLAR INCCAT2,153$1.2M0.10%
80DISNEY WALT CO25468710610,759$1.2M0.10%
81COCA COLA COKO17,430$1.2M0.10%
82MICRON TECHNOLOGY INCMU4,115$1.2M0.10%
83ISHARES INC46434G76416,056$1.2M0.10%
84BLACKROCK INCBLK1,063$1.1M0.10%
85NORTHROP GRUMMAN CORPNOC1,847$1.1M0.09%
86MONDELEZ INTL INC60920710518,980$1.0M0.09%
87VANGUARD INTL EQUITY INDEX F9220427427,087$999,6330.08%
88BRISTOL-MYERS SQUIBB COCELG-RI18,044$973,3120.08%
89ISHARES TR4642875565,754$971,1830.08%
90EATON CORP PLCETN3,023$962,7280.08%
91PALO ALTO NETWORKS INCPANW5,024$925,4840.08%
92ADOBE INCADBE2,620$916,9740.08%
93NOVARTIS AGNVSEF6,587$908,1780.08%
94QUALCOMM INCQCOM5,116$875,1270.07%
95SPDR SERIES TRUST78464A8888,274$851,8850.07%
96VANGUARD INDEX FDS9229087361,728$843,1290.07%
97SNOWFLAKE INCSNOW3,816$837,0340.07%
98ADVANCED MICRO DEVICES INCAMD3,901$835,4380.07%
99DEERE & CODE1,754$816,4440.07%
100SELECT SECTOR SPDR TR81369Y86019,523$787,7700.07%
101SPDR SERIES TRUST78464A8706,419$782,6690.07%
102AMGEN INCAMGN2,323$760,1930.06%
103BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.06%
104SOUTHERN COSOMN8,473$738,8680.06%
105CHUBB LIMITEDCB2,300$717,8060.06%
106VERIZON COMMUNICATIONS INCVZ17,490$712,3750.06%
107CARRIER GLOBAL CORPORATIONCARR12,608$666,1820.06%
108BARRICK MNG CORP06849F10815,094$657,3370.06%
109CONOCOPHILLIPSCOP6,965$652,0270.05%
110WELLS FARGO CO NEW9497461016,988$651,3240.05%
111WISDOMTREE TRWT10,902$620,6540.05%
112J P MORGAN EXCHANGE TRADED F46654Q20310,586$615,2640.05%
113LOWES COS INC5486611072,530$610,1840.05%
114GILEAD SCIENCES INCGILD4,853$595,6860.05%
115VANGUARD INDEX FDS9229087443,063$585,0150.05%
116FIRST TR EXCHANGE-TRADED FD33733E3022,106$566,8220.05%
117UNITEDHEALTH GROUP INCUNH1,712$565,3110.05%
118NASDAQ INCNDAQ5,801$563,4590.05%
119VALERO ENERGY CORPVLO3,443$560,5390.05%
120BAR HBR BANKSHARES06684910017,804$552,8180.05%
121PHILLIPS 66PSX4,170$538,1280.05%
122OTIS WORLDWIDE CORPOTIS6,143$536,5520.05%
123LOCKHEED MARTIN CORPLMT1,096$530,2150.04%
124SCHWAB STRATEGIC TR80852420119,554$526,2020.04%
125HIMS & HERS HEALTH INCHIMS15,957$518,1260.04%
126ISHARES TR4642887602,283$490,2200.04%
127CSX CORPCSX12,898$467,5670.04%
128STRATEGY INCSTRK3,055$464,1730.04%
129UNION PAC CORPUNP1,936$447,8180.04%
130UNUM GROUPUNMA5,770$447,1740.04%
131PROSHARES TR74347G44036,684$446,0750.04%
132STATE STR CORPSTT-PG3,430$442,5660.04%
133AMERICAN EXPRESS COAXP1,180$436,5800.04%
134INVESCO EXCHANGE TRADED FD TIVZ3,235$434,5270.04%
135METLIFE INCMET-PF5,328$420,5770.04%
136TRANE TECHNOLOGIES PLCTT1,072$417,0890.04%
137PRUDENTIAL FINL INCPUKPF3,558$401,6060.03%
138DRAFTKINGS INC NEWDKNG11,539$397,6450.03%
139VANGUARD INDEX FDS9229087511,500$386,8190.03%
140SELECT SECTOR SPDR TR81369Y8032,617$376,8230.03%
141OKLO INCOKLO5,200$373,1810.03%
142DUKE ENERGY CORP NEWDUKB3,087$361,8300.03%
143VANGUARD SPECIALIZED FUNDS9219088441,597$350,9840.03%
144TRAVELERS COMPANIES INCTRV1,200$348,0840.03%
145INVESCO EXCHANGE TRADED FD TIVZ3,282$343,1180.03%
146BANK NEW YORK MELLON CORP0640581002,903$337,0110.03%
147BROWN & BROWN INCBRO4,152$330,9000.03%
148MORGAN STANLEYMS-PQ1,849$328,2180.03%
149CVS HEALTH CORPCVS4,111$326,2860.03%
150ISHARES TR4642874732,301$324,5790.03%
151PFIZER INCPFE12,934$322,0640.03%
152TORONTO DOMINION BK ONTTORO3,412$321,4430.03%
153ISHARES TR4642883074,006$319,8360.03%
154COMCAST CORP NEWCCZ10,542$315,0940.03%
155AT&T INCT-PC12,469$309,7210.03%
156ISHARES TR4642881093,211$303,0130.03%
157ISHARES TR46429B6632,453$298,2670.03%
158L3HARRIS TECHNOLOGIES INCLHX1,015$297,9990.03%
159ZETA GLOBAL HOLDINGS CORPZETA14,628$297,6730.03%
160AFLAC INCAFL2,664$293,7670.02%
161MARATHON PETE CORPMARA1,781$289,6550.02%
1623M COMMM1,777$284,5120.02%
163SPDR SERIES TRUST78464A5813,215$283,6710.02%
164FIRST BANCORP INC MEFNLC10,643$281,4000.02%
165COREWEAVE INCCRWV3,868$276,9870.02%
166WASTE MGMT INC DEL94106L1091,248$274,1290.02%
167COSTCO WHSL CORP NEW22160K105315$271,7600.02%
168CONSTELLATION ENERGY CORPCEG748$264,1860.02%
169YUM BRANDS INCYUM1,729$261,5100.02%
170CHENIERE ENERGY INCLNG1,344$261,1690.02%
171SELECT SECTOR SPDR TR81369Y5065,730$256,2000.02%
172BOEING COBA-PA1,066$231,4500.02%
173CITIGROUP INCC-PR1,938$226,0940.02%
174THE CIGNA GROUP125523100820$225,7370.02%
175DICKS SPORTING GOODS INC2533931021,107$219,2040.02%
176ISHARES TR46432F8342,567$217,2390.02%
177GLOBAL X FDS37954Y6734,534$216,6690.02%
178CUMMINS INCCMI422$215,5020.02%
179HARTFORD INSURANCE GROUP INCHIG-PG1,519$209,3430.02%
180ISHARES TR4642888851,827$208,1290.02%
181SHERWIN WILLIAMS COSHW635$205,7800.02%
182EVERSOURCE ENERGYES3,010$202,6580.02%
183TERAWULF INCWULF1,000$4,5600.00%
184TERAWULF INCWULF400$2,7600.00%
185FORD MTR CO34537086010,000$1,8000.00%
186GRAB HOLDINGS LIMITEDGRABW1,500$1,5300.00%
187PFIZER INCPFE6,100$1,0370.00%
188GRAB HOLDINGS LIMITEDGRABW6,000$8400.00%
189GRAB HOLDINGS LIMITEDGRABW23,000$4600.00%
190TERAWULF INCWULF9,700$1940.00%
191PFIZER INCPFE8,000$1600.00%