MEANS INVESTMENT CO., INC.

Filed: 7/25/2025ACC: 0000701516-25-000006

📋 What this filing means

MEANS INVESTMENT CO., INC. filed this quarterly 13F‑HR report disclosing 190 equity positions with a total reported market value of $1.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

190

Positions

$1.06B

Total AUM (reported)

8.71M

Total Shares

Allocation by class

COM$388.36M36.8%

S&P 500 ETF SHS$172.67M16.4%

ALLWRLD EX US$78.40M7.4%

S&P 500 TOP 50$70.90M6.7%

CL A$43.18M4.1%

MEGA GRWTH IND$38.81M3.7%

US SML CP VALU$32.82M3.1%

Portfolio Concentration

Top 3$321.98M30.5%

4–10$299.06M28.3%

11–25$214.68M20.3%

Rest$219.85M20.8%

Top 3 weight

30.5%

Top 10 weight

58.8%

Voting Authority Distribution

Total shares with voting rights: 8.71M

Sole

Full voting authority

31.81K

% of voting shares0.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.67M

% of voting shares99.6%

Investment Discretion (by position count)

Sole190

Shared0

Other0

Dominant voting typeNone · 99.6% of voting shares

Institutional Holdings190

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares303.97K

TypeSH

Market value$172.67M

16.36%

Sole

1.73K

Shared

0.00

None

302.24K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares1.17M

TypeSH

Market value$78.40M

7.43%

Sole

2.26K

Shared

0.00

None

1.16M

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares1.36M

TypeSH

Market value$70.90M

6.72%

Sole

0.00

Shared

0.00

None

1.36M

APPLE INC

SOLE

COM

Shares320.09K

TypeSH

Market value$65.67M

6.22%

Sole

1.45K

Shared

0.00

None

318.64K

MICROSOFT CORP

SOLE

COM

Shares100.65K

TypeSH

Market value$50.06M

4.74%

Sole

496.00

Shared

0.00

None

100.15K

NVIDIA CORPORATION

SOLE

COM

Shares274.95K

TypeSH

Market value$43.44M

4.12%

Sole

1.35K

Shared

0.00

None

273.60K

AMAZON COM INC

SOLE

COM

Shares195.25K

TypeSH

Market value$42.84M

4.06%

Sole

1.84K

Shared

0.00

None

193.40K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares106K

TypeSH

Market value$38.81M

3.68%

Sole

247.00

Shared

0.00

None

105.75K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares360.26K

TypeSH

Market value$32.82M

3.11%

Sole

678.00

Shared

0.00

None

359.58K

ISHARES TR

SOLE

MRGSTR MD CP ETF

Shares319.05K

TypeSH

Market value$25.42M

2.41%

Sole

921.00

Shared

0.00

None

318.13K

SELECT SECTOR SPDR TR

SOLE

RL EST SEL SEC

Shares605.11K

TypeSH

Market value$25.06M

2.37%

Sole

2.52K

Shared

0.00

None

602.59K

META PLATFORMS INC

SOLE

CL A

Shares31.47K

TypeSH

Market value$23.23M

2.20%

Sole

659.00

Shared

0.00

None

30.81K

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares163.41K

TypeSH

Market value$21.44M

2.03%

Sole

630.00

Shared

0.00

None

162.78K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares364.12K

TypeSH

Market value$19.51M

1.85%

Sole

1.46K

Shared

0.00

None

362.66K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares142.55K

TypeSH

Market value$19.21M

1.82%

Sole

674.00

Shared

0.00

None

141.88K

JPMORGAN CHASE & CO.

SOLE

COM

Shares64.02K

TypeSH

Market value$18.56M

1.76%

Sole

446.00

Shared

0.00

None

63.58K

ALPHABET INC

SOLE

CAP STK CL C

Shares94.42K

TypeSH

Market value$16.75M

1.59%

Sole

1.42K

Shared

0.00

None

92.99K

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares87.88K

TypeSH

Market value$11.98M

1.13%

Sole

948.00

Shared

0.00

None

86.93K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares20.16K

TypeSH

Market value$9.80M

0.93%

Sole

220.00

Shared

0.00

None

19.95K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares181.04K

TypeSH

Market value$9.48M

0.90%

Sole

0.00

Shared

0.00

None

181.04K

BERKLEY W R CORP

SOLE

COM

Shares126.46K

TypeSH

Market value$9.29M

0.88%

Sole

0.00

Shared

0.00

None

126.46K

TESLA INC

SOLE

COM

Shares26.45K

TypeSH

Market value$8.40M

0.80%

Sole

212.00

Shared

0.00

None

26.24K

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares14.41K

TypeSH

Market value$8.16M

0.77%

Sole

35.00

Shared

0.00

None

14.37K

ORACLE CORP

SOLE

COM

Shares33.74K

TypeSH

Market value$7.38M

0.70%

Sole

0.00

Shared

0.00

None

33.74K

ISHARES TR

SOLE

U.S. MED DVC ETF

Shares102.43K

TypeSH

Market value$6.42M

0.61%

Sole

1.20K

Shared

0.00

None

101.23K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	303.97K	SH	$172.67M 16.36%	1.73K	302.24K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	1.17M	SH	$78.40M 7.43%	2.26K	1.16M
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	1.36M	SH	$70.90M 6.72%	0.00	1.36M
APPLE INCSOLE	COM	320.09K	SH	$65.67M 6.22%	1.45K	318.64K
MICROSOFT CORPSOLE	COM	100.65K	SH	$50.06M 4.74%	496.00	100.15K
NVIDIA CORPORATIONSOLE	COM	274.95K	SH	$43.44M 4.12%	1.35K	273.60K
AMAZON COM INCSOLE	COM	195.25K	SH	$42.84M 4.06%	1.84K	193.40K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	106K	SH	$38.81M 3.68%	247.00	105.75K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	360.26K	SH	$32.82M 3.11%	678.00	359.58K
ISHARES TRSOLE	MRGSTR MD CP ETF	319.05K	SH	$25.42M 2.41%	921.00	318.13K
SELECT SECTOR SPDR TRSOLE	RL EST SEL SEC	605.11K	SH	$25.06M 2.37%	2.52K	602.59K
META PLATFORMS INCSOLE	CL A	31.47K	SH	$23.23M 2.20%	659.00	30.81K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	163.41K	SH	$21.44M 2.03%	630.00	162.78K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	364.12K	SH	$19.51M 1.85%	1.46K	362.66K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	142.55K	SH	$19.21M 1.82%	674.00	141.88K
JPMORGAN CHASE & CO.SOLE	COM	64.02K	SH	$18.56M 1.76%	446.00	63.58K
ALPHABET INCSOLE	CAP STK CL C	94.42K	SH	$16.75M 1.59%	1.42K	92.99K
PALANTIR TECHNOLOGIES INCSOLE	CL A	87.88K	SH	$11.98M 1.13%	948.00	86.93K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	20.16K	SH	$9.80M 0.93%	220.00	19.95K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	181.04K	SH	$9.48M 0.90%	0.00	181.04K
BERKLEY W R CORPSOLE	COM	126.46K	SH	$9.29M 0.88%	0.00	126.46K
TESLA INCSOLE	COM	26.45K	SH	$8.40M 0.80%	212.00	26.24K
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	14.41K	SH	$8.16M 0.77%	35.00	14.37K
ORACLE CORPSOLE	COM	33.74K	SH	$7.38M 0.70%	0.00	33.74K
ISHARES TRSOLE	U.S. MED DVC ETF	102.43K	SH	$6.42M 0.61%	1.20K	101.23K

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