MEANS INVESTMENT CO., INC.

Filed: 1/26/2026ACC: 0000701516-26-000001

📋 What this filing means

MEANS INVESTMENT CO., INC. filed this quarterly 13F‑HR report disclosing 185 equity positions with a total reported market value of $1.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

185

Positions

$1.19B

Total AUM (reported)

8.68M

Total Shares

Allocation by class

COM$415.75M35.0%

S&P 500 ETF SHS$210.46M17.7%

ALLWRLD EX US$93.33M7.9%

S&P 500 TOP 50$86.80M7.3%

CL A$42.05M3.5%

US SML CP VALU$40.45M3.4%

MEGA GRWTH IND$39.91M3.4%

Portfolio Concentration

Top 3$390.59M32.9%

4–10$338.86M28.5%

11–25$239.87M20.2%

Rest$217.69M18.3%

Top 3 weight

32.9%

Top 10 weight

61.5%

Voting Authority Distribution

Total shares with voting rights: 8.68M

Sole

Full voting authority

33.65K

% of voting shares0.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.64M

% of voting shares99.6%

Investment Discretion (by position count)

Sole185

Shared0

Other0

Dominant voting typeNone · 99.6% of voting shares

Institutional Holdings185

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares335.59K

TypeSH

Market value$210.46M

17.73%

Sole

1.88K

Shared

0.00

None

333.71K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares1.27M

TypeSH

Market value$93.33M

7.86%

Sole

2.80K

Shared

0.00

None

1.27M

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares1.46M

TypeSH

Market value$86.80M

7.31%

Sole

2.18K

Shared

0.00

None

1.46M

APPLE INC

SOLE

COM

Shares298.67K

TypeSH

Market value$81.20M

6.84%

Sole

1.38K

Shared

0.00

None

297.29K

MICROSOFT CORP

SOLE

COM

Shares101.69K

TypeSH

Market value$49.18M

4.14%

Sole

496.00

Shared

0.00

None

101.19K

NVIDIA CORPORATION

SOLE

COM

Shares262.53K

TypeSH

Market value$48.96M

4.12%

Sole

1.35K

Shared

0.00

None

261.18K

AMAZON COM INC

SOLE

COM

Shares189.57K

TypeSH

Market value$43.76M

3.69%

Sole

1.83K

Shared

0.00

None

187.74K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares396.60K

TypeSH

Market value$40.45M

3.41%

Sole

930.00

Shared

0.00

None

395.67K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares96.69K

TypeSH

Market value$39.91M

3.36%

Sole

135.00

Shared

0.00

None

96.55K

ISHARES TR

SOLE

MRGSTR MD CP ETF

Shares428.01K

TypeSH

Market value$35.41M

2.98%

Sole

1.17K

Shared

0.00

None

426.84K

ALPHABET INC

SOLE

CAP STK CL C

Shares86.12K

TypeSH

Market value$27.02M

2.28%

Sole

1.42K

Shared

0.00

None

84.69K

SELECT SECTOR SPDR TR

SOLE

STATE STREET HEA

Shares158.16K

TypeSH

Market value$24.48M

2.06%

Sole

755.00

Shared

0.00

None

157.40K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares424.83K

TypeSH

Market value$22.97M

1.94%

Sole

1.57K

Shared

0.00

None

423.26K

FIDELITY WISE ORIGIN BITCOIN

SOLE

SHS

Shares277.20K

TypeSH

Market value$21.13M

1.78%

Sole

1.54K

Shared

0.00

None

275.65K

META PLATFORMS INC

SOLE

CL A

Shares31.38K

TypeSH

Market value$20.72M

1.75%

Sole

659.00

Shared

0.00

None

30.72K

JPMORGAN CHASE & CO.

SOLE

COM

Shares63.24K

TypeSH

Market value$20.38M

1.72%

Sole

446.00

Shared

0.00

None

62.79K

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares139.78K

TypeSH

Market value$19.73M

1.66%

Sole

381.00

Shared

0.00

None

139.40K

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares84.58K

TypeSH

Market value$15.03M

1.27%

Sole

948.00

Shared

0.00

None

83.63K

TESLA INC

SOLE

COM

Shares26.54K

TypeSH

Market value$11.94M

1.01%

Sole

212.00

Shared

0.00

None

26.33K

SELECT SECTOR SPDR TR

SOLE

STATE STREET FIN

Shares215.58K

TypeSH

Market value$11.81M

0.99%

Sole

130.00

Shared

0.00

None

215.45K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares20.56K

TypeSH

Market value$10.34M

0.87%

Sole

220.00

Shared

0.00

None

20.34K

LAM RESEARCH CORP

SOLE

COM NEW

Shares58.41K

TypeSH

Market value$10.00M

0.84%

Sole

1.50K

Shared

0.00

None

56.91K

BROADCOM INC

SOLE

COM

Shares25.77K

TypeSH

Market value$8.92M

0.75%

Sole

0.00

Shared

0.00

None

25.77K

BERKLEY W R CORP

SOLE

COM

Shares126.47K

TypeSH

Market value$8.87M

0.75%

Sole

0.00

Shared

0.00

None

126.47K

ORACLE CORP

SOLE

COM

Shares33.58K

TypeSH

Market value$6.54M

0.55%

Sole

0.00

Shared

0.00

None

33.58K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	335.59K	SH	$210.46M 17.73%	1.88K	333.71K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	1.27M	SH	$93.33M 7.86%	2.80K	1.27M
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	1.46M	SH	$86.80M 7.31%	2.18K	1.46M
APPLE INCSOLE	COM	298.67K	SH	$81.20M 6.84%	1.38K	297.29K
MICROSOFT CORPSOLE	COM	101.69K	SH	$49.18M 4.14%	496.00	101.19K
NVIDIA CORPORATIONSOLE	COM	262.53K	SH	$48.96M 4.12%	1.35K	261.18K
AMAZON COM INCSOLE	COM	189.57K	SH	$43.76M 3.69%	1.83K	187.74K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	396.60K	SH	$40.45M 3.41%	930.00	395.67K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	96.69K	SH	$39.91M 3.36%	135.00	96.55K
ISHARES TRSOLE	MRGSTR MD CP ETF	428.01K	SH	$35.41M 2.98%	1.17K	426.84K
ALPHABET INCSOLE	CAP STK CL C	86.12K	SH	$27.02M 2.28%	1.42K	84.69K
SELECT SECTOR SPDR TRSOLE	STATE STREET HEA	158.16K	SH	$24.48M 2.06%	755.00	157.40K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	424.83K	SH	$22.97M 1.94%	1.57K	423.26K
FIDELITY WISE ORIGIN BITCOINSOLE	SHS	277.20K	SH	$21.13M 1.78%	1.54K	275.65K
META PLATFORMS INCSOLE	CL A	31.38K	SH	$20.72M 1.75%	659.00	30.72K
JPMORGAN CHASE & CO.SOLE	COM	63.24K	SH	$20.38M 1.72%	446.00	62.79K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	139.78K	SH	$19.73M 1.66%	381.00	139.40K
PALANTIR TECHNOLOGIES INCSOLE	CL A	84.58K	SH	$15.03M 1.27%	948.00	83.63K
TESLA INCSOLE	COM	26.54K	SH	$11.94M 1.01%	212.00	26.33K
SELECT SECTOR SPDR TRSOLE	STATE STREET FIN	215.58K	SH	$11.81M 0.99%	130.00	215.45K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	20.56K	SH	$10.34M 0.87%	220.00	20.34K
LAM RESEARCH CORPSOLE	COM NEW	58.41K	SH	$10.00M 0.84%	1.50K	56.91K
BROADCOM INCSOLE	COM	25.77K	SH	$8.92M 0.75%	0.00	25.77K
BERKLEY W R CORPSOLE	COM	126.47K	SH	$8.87M 0.75%	0.00	126.47K
ORACLE CORPSOLE	COM	33.58K	SH	$6.54M 0.55%	0.00	33.58K

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