MEANS INVESTMENT CO., INC.

CIK

701516

Location

BANGOR, ME

Portfolio Value

Mid $1,323,961,397

Diversification

Diversified

Filing Date

Global Rank

#2,098 / 8,794 ▼ 50 · as of Jun 2026

Top Industry

Consumer Electronics 15.1%

Period ended 3 months ago

Filed Aug 14, 2026 · 52d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

163 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.1%

−1.2 pts

Top 5

44.9%

−2.8 pts

Top 10

63.8%

−0.7 pts

HHI

625

Diversified−50

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	57.1%	$756,272,400	26
Technology	19.2%	$254,564,253	27
Financial Services	7.1%	$94,613,947	35
Consumer Cyclical	5.2%	$68,473,670	11
Communication Services	4.6%	$61,156,925	7
Healthcare	2.4%	$31,473,267	14
Consumer Defensive	1.5%	$20,494,015	9
Energy	1.2%	$15,939,722	8
Industrials	1.1%	$14,591,502	17
Basic Materials	0.2%	$3,056,893	4
Utilities	0.2%	$2,974,816	4
Real Estate	0.0%	$349,987	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+541,607	1,014,970	$50,717,600
EDV	Vanguard World Funds Extended Duration ETF	+371,862	604,343	$63,211,249
BILZ	PIMCO Ultra Short Government Active ETF	+142,549	347,052	$9,203,819
FBTC	Fidelity Wise Origin Bitcoin Fund	+116,394	415,000	$21,185,750
ABI	VictoryShares Pioneer Asset-Based Income ETF	+56,947	1,630,864	$100,286,494
STT	State Street Corp	+15,197	244,724	$13,518,079
VB	Vanguard Morningstar Small-Cap ETF	+14,820	363,435	$239,118,328
GOOGL	Alphabet Inc.	+10,416	115,053	$40,727,231
JNJ	Johnson & Johnson	+6,396	28,110	$7,139,096
AMD	Advanced Micro Devices Inc	+4,202	8,348	$4,849,436
AFK	VanEck Africa Index ETF	+3,117	21,094	$13,835,343
MDY	Spdr S&P Midcap 400 ETF Trust	+1,940	7,308	$5,140,008
TSLA	Tesla, Inc.	+1,587	28,864	$12,140,198
AVGO	Broadcom Inc.	+1,394	28,754	$10,861,823
CRWV	CoreWeave, Inc.	+1,232	12,719	$1,266,049
PLTR	Palantir Technologies Inc.	+864	85,148	$9,934,217
ORCL	Oracle Corp	+416	34,439	$5,047,035
RTX	RTX Corp	+239	16,411	$3,113,659
GEV	GE Vernova Inc.	+206	674	$791,855
WELL	Welltower Inc.	+201	1,542	$349,987
NVDA	Nvidia Corp	+200	262,746	$52,572,847
MSTR	Strategy Inc	+200	3,355	$291,650
WRB	Berkley W R Corp	+186	126,494	$8,921,621
VIGI	Vanguard International Dividend Appreciation ETF	+169	37,728	$5,962,155
LLY	ELI LILLY & Co	+149	4,726	$5,668,506
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−28,227	539,520	$53,399,233
NFLX	Netflix Inc	−21,286	11,426	$815,816
PDI	PIMCO Dynamic Income Fund	−11,261	107,978	$1,803,232
VEU	Vanguard FTSE All-World Ex-US ETF	−8,896	1,262,877	$106,268,832
ACSG	American Century Small Cap Growth Insights ETF	−8,780	385,249	$48,063,665
CRM	Salesforce, Inc.	−7,702	8,489	$1,329,886
MSFT	Microsoft Corp	−4,964	99,637	$37,166,593
UBER	Uber Technologies, Inc	−4,717	37,335	$2,694,093
AMZN	Amazon Com Inc	−3,686	188,114	$44,835,090
HIMS	Hims & Hers Health, Inc.	−3,201	9,466	$328,186
OKLO	Oklo Inc.	−2,900	5,700	$298,281
MA	Mastercard Inc	−2,736	1,533	$787,348
BKF	iShares MSCI BIC ETF	−2,268	12,436	$1,272,202
CSCO	Cisco Systems, Inc.	−1,743	20,144	$2,366,114
SHOP	Shopify Inc.	−1,561	11,217	$1,280,757
SCHW	Schwab Charles Corp	−1,504	38,433	$3,546,212
LRCX	Lam Research Corp	−1,377	55,238	$23,936,282
PANW	Palo Alto Networks Inc	−1,362	3,913	$1,334,411
AAPL	Apple Inc.	−1,291	295,766	$85,582,849
META	Meta Platforms, Inc.	−1,265	30,446	$17,149,927
V	Visa Inc.	−1,216	17,035	$5,844,538
BAC	Bank Of America Corp /De/	−1,091	115,647	$6,589,566
XOM	ExxonMobil Holdings Corp	−1,059	31,874	$4,357,813
JPM	Jpmorgan Chase & Co	−1,037	64,122	$20,989,054
ABT	Abbott Laboratories	−995	27,110	$2,459,961
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	767	$228,481
MGM	MGM Resorts International	4,637	$221,694
CLF	Cleveland-Cliffs Inc.	11,051	$103,768
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	904	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
PFE	Pfizer Inc	21,558	$605,348
DKNG	DraftKings Inc.	11,657	$252,024
CEG	Constellation Energy Corp	748	$208,879
RIG	Transocean Ltd.	21,000	$139,230
—		2,112	$57,328
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

163 tracked positions · $1,323,961,397 total · filing declares 209 positions · $1,324,201,207 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 163 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	363,435	+14,820	$239,118,328	+16.1%	18.06%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	1,262,877	-8,896	$106,268,832	+10.7%	8.03%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	1,630,864	+56,947	$100,286,494	+15.6%	7.57%
AAPL	Apple Inc. CALL + SHARES Technology	Reduced	295,766	-1,291	$85,582,849	+13.5%	6.46%
EDV	Vanguard World Funds Extended Duration ETF	Added	604,343	+371,862	$63,211,249	+135.4%	4.77%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	539,520	-28,227	$53,399,233	—	4.03%
NVDA	Nvidia Corp Technology	Added	262,746	+200	$52,572,847	+14.8%	3.97%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	1,014,970	+541,607	$50,717,600	+98.4%	3.83%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	385,249	-8,780	$48,063,665	+10.4%	3.63%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	188,114	-3,686	$44,835,090	+12.2%	3.39%
GOOGL	Alphabet Inc. Communication Services	Added	115,053	+10,416	$40,727,231	+35.6%	3.08%
MSFT	Microsoft Corp Technology	Reduced	99,637	-4,964	$37,166,593	−4.0%	2.81%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF CALL + SHARES	Reduced	188,328	-235	$28,446,086	+12.9%	2.15%
LRCX	Lam Research Corp Technology	Reduced	55,238	-1,377	$23,936,282	+97.9%	1.81%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	415,000	+116,394	$21,185,750	+20.2%	1.60%
JPM	Jpmorgan Chase & Co CALL + SHARES Financial Services	Reduced	64,122	-1,037	$20,989,054	+9.5%	1.59%
META	Meta Platforms, Inc. Communication Services	Reduced	30,446	-1,265	$17,149,927	−5.5%	1.30%
AFK	VanEck Africa Index ETF	Added	21,094	+3,117	$13,835,343	+100.7%	1.04%
STT	State Street Corp Financial Services	Added	244,724	+15,197	$13,518,079	+16.6%	1.02%
TSLA	Tesla, Inc. Consumer Cyclical	Added	28,864	+1,587	$12,140,198	+19.7%	0.92%
AVGO	Broadcom Inc. CALL + SHARES Technology	Added	28,754	+1,394	$10,861,823	+28.3%	0.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	20,037	-443	$10,774,664	+2.3%	0.81%
PLTR	Palantir Technologies Inc. Technology	Added	85,148	+864	$9,934,217	−19.4%	0.75%
BILZ	PIMCO Ultra Short Government Active ETF	Added	347,052	+142,549	$9,203,819	+71.8%	0.70%
WRB	Berkley W R Corp Financial Services	Added	126,494	+186	$8,921,621	+6.6%	0.67%
JNJ	Johnson & Johnson Healthcare	Added	28,110	+6,396	$7,139,096	+34.5%	0.54%
CVX	Chevron Corp Energy	Reduced	41,045	-104	$6,803,619	−20.1%	0.51%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	115,647	-1,091	$6,589,566	+15.8%	0.50%
VIGI	Vanguard International Dividend Appreciation ETF	Added	37,728	+169	$5,962,155	+7.2%	0.45%
V	Visa Inc. Financial Services	Reduced	17,035	-1,216	$5,844,538	+6.0%	0.44%
ABBV	AbbVie Inc. Healthcare	Reduced	22,908	-513	$5,764,569	+13.2%	0.44%
LLY	ELI LILLY & Co Healthcare	Added	4,726	+149	$5,668,506	+34.7%	0.43%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	30,295	-265	$5,480,668	+8.5%	0.41%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	7,308	+1,940	$5,140,008	+55.3%	0.39%
ORCL	Oracle Corp Technology	Added	34,439	+416	$5,047,035	+0.8%	0.38%
WMT	Walmart Inc. Consumer Defensive	Reduced	44,125	-498	$4,997,597	−9.9%	0.38%
AMD	Advanced Micro Devices Inc Technology	Added	8,348	+4,202	$4,849,436	+475.0%	0.37%
MU	Micron Technology Inc Technology	Reduced	3,862	-285	$4,457,867	+218.2%	0.34%
XOM	ExxonMobil Holdings Corp Energy	Reduced	31,874	-1,059	$4,357,813	−22.0%	0.33%
GS	Goldman Sachs Group Inc Financial Services	Added	4,289	+7	$4,337,765	+19.7%	0.33%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	26,213	-328	$3,843,874	+0.3%	0.29%
MRK	Merck & Co., Inc. Healthcare	Reduced	27,981	-43	$3,595,558	+6.7%	0.27%
SCHW	Schwab Charles Corp Financial Services	Reduced	38,433	-1,504	$3,546,212	−5.5%	0.27%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	21,354	+19	$3,235,131	−5.1%	0.24%
RTX	RTX Corp Industrials	Added	16,411	+239	$3,113,659	−0.2%	0.24%
UBER	Uber Technologies, Inc Technology	Reduced	37,335	-4,717	$2,694,093	−10.9%	0.20%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	3,398	-39	$2,593,149	+93.3%	0.20%
ABT	Abbott Laboratories Healthcare	Reduced	27,110	-995	$2,459,961	−14.7%	0.19%
CSCO	Cisco Systems, Inc. Technology	Reduced	20,144	-1,743	$2,366,114	+39.3%	0.18%
CAC	Camden National Corp Financial Services	Added	42,941	+80	$2,328,261	+14.5%	0.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.