Institutional Manager · CIK 0000701516
MEANS INVESTMENT CO., INC.
BANGOR, ME · File #028-19471
Latest AUM
$1.19B
Positions
191
Top-10 Concentration
67.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025191 pos · $1.19B
- 13F HOLDINGS REPORTQ/E Sep 2025190 pos · $1.16B
- 13F HOLDINGS REPORTQ/E Jun 2025195 pos · $1.06B
- 13F HOLDINGS REPORTQ/E Mar 2025192 pos · $941.7M
- 13F HOLDINGS REPORTQ/E Dec 2024206 pos · $960.7M
- 13F HOLDINGS REPORTQ/E Sep 2024205 pos · $900.1M
- 13F HOLDINGS REPORTQ/E Jun 2024191 pos · $836.5M
- 13F HOLDINGS REPORTQ/E Mar 2024197 pos · $773.1M
- 13F HOLDINGS REPORTQ/E Dec 2023196 pos · $610.7M
- 13F HOLDINGS REPORTQ/E Sep 2023196 pos · $631.9M
- 13F HOLDINGS REPORTQ/E Jun 2023192 pos · $569.3M
- 13F HOLDINGS REPORTQ/E Mar 2023196 pos · $498.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 335,586 | $210.5M | 19.46% |
| 2 | VANGUARD INTL EQUITY INDEX F | 922042775 | 1,268,790 | $93.3M | 8.63% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,464,216 | $86.8M | 8.03% |
| 4 | APPLE INC | AAPL | 298,672 | $81.2M | 7.51% |
| 5 | MICROSOFT CORP | MSFT | 101,691 | $49.2M | 4.55% |
| 6 | NVIDIA CORPORATION | NVDA | 262,528 | $49.0M | 4.53% |
| 7 | AMAZON COM INC | AMZN | 189,568 | $43.8M | 4.05% |
| 8 | AMERICAN CENTY ETF TR | 025072877 | 396,604 | $40.4M | 3.74% |
| 9 | VANGUARD WORLD FD | 921910816 | 96,686 | $39.9M | 3.69% |
| 10 | ISHARES TR | 464288208 | 428,013 | $35.4M | 3.27% |
| 11 | ALPHABET INC | GOOG | 86,117 | $27.0M | 2.50% |
| 12 | SELECT SECTOR SPDR TR | 81369Y209 | 158,157 | $24.5M | 2.26% |
| 13 | J P MORGAN EXCHANGE TRADED F | 46654Q716 | 424,830 | $23.0M | 2.12% |
| 14 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 277,199 | $21.1M | 1.95% |
| 15 | META PLATFORMS INC | META | 31,383 | $20.7M | 1.92% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 63,237 | $20.4M | 1.88% |
| 17 | VANGUARD WORLD FD | 921910840 | 139,783 | $19.7M | 1.82% |
| 18 | PALANTIR TECHNOLOGIES INC | PLTR | 84,577 | $15.0M | 1.39% |
| 19 | TESLA INC | TSLA | 26,540 | $11.9M | 1.10% |
| 20 | SELECT SECTOR SPDR TR | 81369Y605 | 215,577 | $11.8M | 1.09% |