MEANS INVESTMENT CO., INC.

Filed: 4/24/2026ACC: 0000701516-26-000002

📋 What this filing means

MEANS INVESTMENT CO., INC. filed this quarterly 13F‑HR report disclosing 193 equity positions with a total reported market value of $1.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

193

Positions

$1.15B

Total AUM (reported)

8.95M

Total Shares

Allocation by class

COM$392.22M34.2%

S&P 500 ETF SHS$204.88M17.8%

ALLWRLD EX US$94.98M8.3%

S&P 500 TOP 50$85.33M7.4%

US SML CP VALU$43.53M3.8%

CL A$36.28M3.2%

MRGSTR MD CP ETF$36.08M3.1%

Portfolio Concentration

Top 3$385.20M33.6%

4–10$314.64M27.4%

11–25$227.18M19.8%

Rest$220.92M19.2%

Top 3 weight

33.6%

Top 10 weight

61.0%

Voting Authority Distribution

Total shares with voting rights: 8.95M

Sole

Full voting authority

37.33K

% of voting shares0.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.91M

% of voting shares99.6%

Investment Discretion (by position count)

Sole193

Shared0

Other0

Dominant voting typeNone · 99.6% of voting shares

Institutional Holdings193

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares342.87K

TypeSH

Market value$204.88M

17.85%

Sole

2.08K

Shared

0.00

None

340.79K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares1.26M

TypeSH

Market value$94.98M

8.27%

Sole

3.58K

Shared

0.00

None

1.26M

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares1.56M

TypeSH

Market value$85.33M

7.43%

Sole

2.96K

Shared

0.00

None

1.56M

APPLE INC

SOLE

COM

Shares297.06K

TypeSH

Market value$75.39M

6.57%

Sole

1.42K

Shared

0.00

None

295.64K

NVIDIA CORPORATION

SOLE

COM

Shares262.55K

TypeSH

Market value$45.79M

3.99%

Sole

1.41K

Shared

0.00

None

261.13K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares394.03K

TypeSH

Market value$43.53M

3.79%

Sole

1.19K

Shared

0.00

None

392.84K

AMAZON COM INC

SOLE

COM

Shares191.80K

TypeSH

Market value$39.95M

3.48%

Sole

1.86K

Shared

0.00

None

189.94K

MICROSOFT CORP

SOLE

COM

Shares104.60K

TypeSH

Market value$38.72M

3.37%

Sole

520.00

Shared

0.00

None

104.08K

ISHARES TR

SOLE

MRGSTR MD CP ETF

Shares432.40K

TypeSH

Market value$36.08M

3.14%

Sole

1.45K

Shared

0.00

None

430.95K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares95.77K

TypeSH

Market value$35.19M

3.07%

Sole

135.00

Shared

0.00

None

95.64K

ALPHABET INC

SOLE

CAP STK CL C

Shares85.87K

TypeSH

Market value$24.63M

2.15%

Sole

1.44K

Shared

0.00

None

84.43K

SELECT SECTOR SPDR TR

SOLE

STATE STREET HEA

Shares161.51K

TypeSH

Market value$23.68M

2.06%

Sole

842.00

Shared

0.00

None

160.67K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares431.89K

TypeSH

Market value$23.22M

2.02%

Sole

1.89K

Shared

0.00

None

430K

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares136.71K

TypeSH

Market value$19.82M

1.73%

Sole

381.00

Shared

0.00

None

136.33K

JPMORGAN CHASE & CO

SOLE

COM

Shares65.16K

TypeSH

Market value$19.17M

1.67%

Sole

453.00

Shared

0.00

None

64.71K

META PLATFORMS INC

SOLE

CL A

Shares31.71K

TypeSH

Market value$18.14M

1.58%

Sole

666.00

Shared

0.00

None

31.05K

FIDELITY WISE ORIGIN BITCOIN

SOLE

SHS

Shares298.61K

TypeSH

Market value$17.63M

1.54%

Sole

2.77K

Shared

0.00

None

295.83K

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares84.28K

TypeSH

Market value$12.33M

1.07%

Sole

948.00

Shared

0.00

None

83.34K

LAM RESEARCH CORP

SOLE

COM NEW

Shares56.62K

TypeSH

Market value$12.10M

1.05%

Sole

1.35K

Shared

0.00

None

55.27K

SELECT SECTOR SPDR TR

SOLE

STATE STREET FIN

Shares226.10K

TypeSH

Market value$11.16M

0.97%

Sole

291.00

Shared

0.00

None

225.81K

TESLA INC

SOLE

COM

Shares27.28K

TypeSH

Market value$10.14M

0.88%

Sole

217.00

Shared

0.00

None

27.06K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares20.48K

TypeSH

Market value$9.81M

0.85%

Sole

225.00

Shared

0.00

None

20.25K

CHEVRON CORPORATION

SOLE

COM

Shares41.15K

TypeSH

Market value$8.51M

0.74%

Sole

500.00

Shared

0.00

None

40.65K

BROADCOM INC

SOLE

COM

Shares27.36K

TypeSH

Market value$8.47M

0.74%

Sole

11.00

Shared

0.00

None

27.35K

BERKLEY W R CORP

SOLE

COM

Shares126.31K

TypeSH

Market value$8.37M

0.73%

Sole

0.00

Shared

0.00

None

126.31K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	342.87K	SH	$204.88M 17.85%	2.08K	340.79K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	1.26M	SH	$94.98M 8.27%	3.58K	1.26M
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	1.56M	SH	$85.33M 7.43%	2.96K	1.56M
APPLE INCSOLE	COM	297.06K	SH	$75.39M 6.57%	1.42K	295.64K
NVIDIA CORPORATIONSOLE	COM	262.55K	SH	$45.79M 3.99%	1.41K	261.13K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	394.03K	SH	$43.53M 3.79%	1.19K	392.84K
AMAZON COM INCSOLE	COM	191.80K	SH	$39.95M 3.48%	1.86K	189.94K
MICROSOFT CORPSOLE	COM	104.60K	SH	$38.72M 3.37%	520.00	104.08K
ISHARES TRSOLE	MRGSTR MD CP ETF	432.40K	SH	$36.08M 3.14%	1.45K	430.95K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	95.77K	SH	$35.19M 3.07%	135.00	95.64K
ALPHABET INCSOLE	CAP STK CL C	85.87K	SH	$24.63M 2.15%	1.44K	84.43K
SELECT SECTOR SPDR TRSOLE	STATE STREET HEA	161.51K	SH	$23.68M 2.06%	842.00	160.67K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	431.89K	SH	$23.22M 2.02%	1.89K	430K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	136.71K	SH	$19.82M 1.73%	381.00	136.33K
JPMORGAN CHASE & COSOLE	COM	65.16K	SH	$19.17M 1.67%	453.00	64.71K
META PLATFORMS INCSOLE	CL A	31.71K	SH	$18.14M 1.58%	666.00	31.05K
FIDELITY WISE ORIGIN BITCOINSOLE	SHS	298.61K	SH	$17.63M 1.54%	2.77K	295.83K
PALANTIR TECHNOLOGIES INCSOLE	CL A	84.28K	SH	$12.33M 1.07%	948.00	83.34K
LAM RESEARCH CORPSOLE	COM NEW	56.62K	SH	$12.10M 1.05%	1.35K	55.27K
SELECT SECTOR SPDR TRSOLE	STATE STREET FIN	226.10K	SH	$11.16M 0.97%	291.00	225.81K
TESLA INCSOLE	COM	27.28K	SH	$10.14M 0.88%	217.00	27.06K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	20.48K	SH	$9.81M 0.85%	225.00	20.25K
CHEVRON CORPORATIONSOLE	COM	41.15K	SH	$8.51M 0.74%	500.00	40.65K
BROADCOM INCSOLE	COM	27.36K	SH	$8.47M 0.74%	11.00	27.35K
BERKLEY W R CORPSOLE	COM	126.31K	SH	$8.37M 0.73%	0.00	126.31K

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