MEANS INVESTMENT CO., INC.

Filed: 11/6/2025ACC: 0000701516-25-000007

📋 What this filing means

MEANS INVESTMENT CO., INC. filed this quarterly 13F‑HR report disclosing 189 equity positions with a total reported market value of $1.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

189

Positions

$1.16B

Total AUM (reported)

8.89M

Total Shares

Allocation by class

COM$417.74M36.2%

S&P 500 ETF SHS$191.84M16.6%

ALLWRLD EX US$88.25M7.6%

S&P 500 TOP 50$80.31M7.0%

CL A$44.95M3.9%

MEGA GRWTH IND$39.73M3.4%

US SML CP VALU$38.66M3.3%

Portfolio Concentration

Top 3$360.40M31.2%

4–10$331.59M28.7%

11–25$242.52M21.0%

Rest$220.88M19.1%

Top 3 weight

31.2%

Top 10 weight

59.9%

Voting Authority Distribution

Total shares with voting rights: 8.89M

Sole

Full voting authority

31.80K

% of voting shares0.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.86M

% of voting shares99.6%

Investment Discretion (by position count)

Sole189

Shared0

Other0

Dominant voting typeNone · 99.6% of voting shares

Institutional Holdings189

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares313.27K

TypeSH

Market value$191.84M

16.60%

Sole

1.73K

Shared

0.00

None

311.55K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares1.24M

TypeSH

Market value$88.25M

7.64%

Sole

2.26K

Shared

0.00

None

1.23M

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares1.40M

TypeSH

Market value$80.31M

6.95%

Sole

0.00

Shared

0.00

None

1.40M

APPLE INC

SOLE

COM

Shares303.40K

TypeSH

Market value$77.25M

6.69%

Sole

1.45K

Shared

0.00

None

301.94K

MICROSOFT CORP

SOLE

COM

Shares99.61K

TypeSH

Market value$51.59M

4.47%

Sole

496.00

Shared

0.00

None

99.11K

NVIDIA CORPORATION

SOLE

COM

Shares259.29K

TypeSH

Market value$48.38M

4.19%

Sole

1.35K

Shared

0.00

None

257.94K

AMAZON COM INC

SOLE

COM

Shares190.52K

TypeSH

Market value$41.83M

3.62%

Sole

1.84K

Shared

0.00

None

188.68K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares98.74K

TypeSH

Market value$39.73M

3.44%

Sole

247.00

Shared

0.00

None

98.49K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares388.45K

TypeSH

Market value$38.66M

3.35%

Sole

678.00

Shared

0.00

None

387.77K

ISHARES TR

SOLE

MRGSTR MD CP ETF

Shares411.05K

TypeSH

Market value$34.14M

2.95%

Sole

921.00

Shared

0.00

None

410.13K

SELECT SECTOR SPDR TR

SOLE

RL EST SEL SEC

Shares686.45K

TypeSH

Market value$28.92M

2.50%

Sole

2.52K

Shared

0.00

None

683.93K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares165.50K

TypeSH

Market value$23.03M

1.99%

Sole

674.00

Shared

0.00

None

164.82K

META PLATFORMS INC

SOLE

CL A

Shares30.33K

TypeSH

Market value$22.27M

1.93%

Sole

659.00

Shared

0.00

None

29.67K

ALPHABET INC

SOLE

CAP STK CL C

Shares89.62K

TypeSH

Market value$21.83M

1.89%

Sole

1.42K

Shared

0.00

None

88.19K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares400.01K

TypeSH

Market value$21.66M

1.88%

Sole

1.46K

Shared

0.00

None

398.55K

JPMORGAN CHASE & CO.

SOLE

COM

Shares64.62K

TypeSH

Market value$20.38M

1.76%

Sole

446.00

Shared

0.00

None

64.17K

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares144.39K

TypeSH

Market value$19.89M

1.72%

Sole

630.00

Shared

0.00

None

143.76K

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares86.75K

TypeSH

Market value$15.82M

1.37%

Sole

948.00

Shared

0.00

None

85.80K

TESLA INC

SOLE

COM

Shares26.59K

TypeSH

Market value$11.83M

1.02%

Sole

212.00

Shared

0.00

None

26.38K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares208.67K

TypeSH

Market value$11.24M

0.97%

Sole

0.00

Shared

0.00

None

208.67K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares20.93K

TypeSH

Market value$10.52M

0.91%

Sole

220.00

Shared

0.00

None

20.71K

BERKLEY W R CORP

SOLE

COM

Shares126.46K

TypeSH

Market value$9.69M

0.84%

Sole

0.00

Shared

0.00

None

126.46K

ORACLE CORP

SOLE

COM

Shares33.85K

TypeSH

Market value$9.52M

0.82%

Sole

0.00

Shared

0.00

None

33.85K

BROADCOM INC

SOLE

COM

Shares24.24K

TypeSH

Market value$8.00M

0.69%

Sole

0.00

Shared

0.00

None

24.24K

LAM RESEARCH CORP

SOLE

COM NEW

Shares59.07K

TypeSH

Market value$7.91M

0.68%

Sole

1.50K

Shared

0.00

None

57.57K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	313.27K	SH	$191.84M 16.60%	1.73K	311.55K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	1.24M	SH	$88.25M 7.64%	2.26K	1.23M
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	1.40M	SH	$80.31M 6.95%	0.00	1.40M
APPLE INCSOLE	COM	303.40K	SH	$77.25M 6.69%	1.45K	301.94K
MICROSOFT CORPSOLE	COM	99.61K	SH	$51.59M 4.47%	496.00	99.11K
NVIDIA CORPORATIONSOLE	COM	259.29K	SH	$48.38M 4.19%	1.35K	257.94K
AMAZON COM INCSOLE	COM	190.52K	SH	$41.83M 3.62%	1.84K	188.68K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	98.74K	SH	$39.73M 3.44%	247.00	98.49K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	388.45K	SH	$38.66M 3.35%	678.00	387.77K
ISHARES TRSOLE	MRGSTR MD CP ETF	411.05K	SH	$34.14M 2.95%	921.00	410.13K
SELECT SECTOR SPDR TRSOLE	RL EST SEL SEC	686.45K	SH	$28.92M 2.50%	2.52K	683.93K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	165.50K	SH	$23.03M 1.99%	674.00	164.82K
META PLATFORMS INCSOLE	CL A	30.33K	SH	$22.27M 1.93%	659.00	29.67K
ALPHABET INCSOLE	CAP STK CL C	89.62K	SH	$21.83M 1.89%	1.42K	88.19K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	400.01K	SH	$21.66M 1.88%	1.46K	398.55K
JPMORGAN CHASE & CO.SOLE	COM	64.62K	SH	$20.38M 1.76%	446.00	64.17K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	144.39K	SH	$19.89M 1.72%	630.00	143.76K
PALANTIR TECHNOLOGIES INCSOLE	CL A	86.75K	SH	$15.82M 1.37%	948.00	85.80K
TESLA INCSOLE	COM	26.59K	SH	$11.83M 1.02%	212.00	26.38K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	208.67K	SH	$11.24M 0.97%	0.00	208.67K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	20.93K	SH	$10.52M 0.91%	220.00	20.71K
BERKLEY W R CORPSOLE	COM	126.46K	SH	$9.69M 0.84%	0.00	126.46K
ORACLE CORPSOLE	COM	33.85K	SH	$9.52M 0.82%	0.00	33.85K
BROADCOM INCSOLE	COM	24.24K	SH	$8.00M 0.69%	0.00	24.24K
LAM RESEARCH CORPSOLE	COM NEW	59.07K	SH	$7.91M 0.68%	1.50K	57.57K

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