MEANS INVESTMENT CO., INC.

CIK

701516

Location

BANGOR, ME

Portfolio Value

Small $492,438,239

Diversification

Diversified

Filing Date

Global Rank

#2,614 / 8,603 ▼ 43 · as of Mar 2026

Top Industry

Consumer Electronics 16.1%

3Y Alpha vs SPY

-1.4%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.6%

SPY

+76.0%

Annualised alpha

-1.5%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

141 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.3%

−0.1 pts

Top 5

44.5%

−1.9 pts

Top 10

58.8%

−2.4 pts

HHI

539

Diversified−34

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	44.1%	$217,343,828	26
Financial Services	15.5%	$76,402,657	35
Consumer Cyclical	12.7%	$62,495,240	11
Communication Services	6.0%	$29,600,811	7
Healthcare	5.7%	$27,837,589	15
Unclassified	4.9%	$24,311,978	4
Consumer Defensive	4.2%	$20,801,491	9
Energy	2.8%	$13,935,521	8
Industrials	2.7%	$13,410,293	17
Utilities	0.7%	$3,551,049	5
Basic Materials	0.5%	$2,482,653	3
Real Estate	0.1%	$265,129	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	+21,407	298,606	$17,626,712
T	At&T Inc.	+8,579	21,048	$610,181
CVS	CVS HEALTH Corp	+7,702	11,813	$848,409
CRWV	CoreWeave, Inc.	+7,619	11,487	$889,897
PG	PROCTER & GAMBLE Co	+3,829	26,541	$3,833,582
OKLO	Oklo Inc.	+3,400	8,600	$426,474
MSFT	Microsoft Corp	+2,910	104,601	$38,720,152
CVX	Chevron Corp	+2,356	41,149	$8,513,728
CMCSA	Comcast Corp	+2,297	12,839	$368,607
AMZN	Amazon Com Inc	+2,232	191,800	$39,946,186
CSCO	Cisco Systems, Inc.	+2,070	21,887	$1,698,212
JPM	Jpmorgan Chase & Co	+1,922	65,159	$19,167,171
MS	Morgan Stanley	+1,654	3,503	$576,488
AVGO	Broadcom Inc.	+1,590	27,360	$8,468,193
NFLX	Netflix Inc	+1,437	32,712	$3,145,258
RTX	RTX Corp	+1,251	16,172	$3,119,578
VZ	Verizon Communications Inc	+1,202	18,692	$938,338
B	Barrick Mining Corp	+822	15,916	$649,213
TSLA	Tesla, Inc.	+737	27,277	$10,140,224
IBM	International Business Machines Corp	+731	8,197	$1,986,870
CSX	Csx Corp	+705	13,603	$558,403
NEE	Nextera Energy Inc	+510	19,258	$1,788,683
CRM	Salesforce, Inc.	+461	16,191	$3,022,373
ORCL	Oracle Corp	+443	34,023	$5,005,123
UBER	Uber Technologies, Inc	+442	42,052	$3,024,800
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PDI	PIMCO Dynamic Income Fund	−12,213	119,239	$2,040,179
PFE	Pfizer Inc	−5,476	21,558	$605,348
HIMS	Hims & Hers Health, Inc.	−3,290	12,667	$262,966
WMT	Walmart Inc.	−2,720	44,623	$5,545,746
BAC	Bank Of America Corp /De/	−1,891	116,738	$5,690,977
LRCX	Lam Research Corp	−1,796	56,615	$12,096,360
AAPL	Apple Inc.	−1,615	297,057	$75,390,096
MDLZ	Mondelez International, Inc.	−1,144	17,836	$1,028,067
BHB	Bar Harbor Bankshares	−1,002	16,802	$545,224
MRK	Merck & Co., Inc.	−1,000	28,024	$3,371,006
ZETA	Zeta Global Holdings Corp.	−1,000	13,628	$216,957
SO	Southern Co	−846	7,627	$736,158
SBUX	Starbucks Corp	−820	15,952	$1,429,139
CAC	Camden National Corp	−757	42,861	$2,033,754
PM	Philip Morris International Inc.	−751	30,560	$5,052,790
ABBV	AbbVie Inc.	−609	23,421	$5,093,833
BMY	Bristol Myers Squibb Co	−535	17,509	$1,061,920
QCOM	Qualcomm Inc/De	−481	4,635	$596,895
SCHW	Schwab Charles Corp	−460	39,937	$3,753,279
SHOP	Shopify Inc.	−425	12,778	$1,515,726
DIS	Walt Disney Co	−400	10,359	$998,400
PEP	Pepsico Inc	−384	10,302	$1,599,797
PLTR	Palantir Technologies Inc.	−293	84,284	$12,329,063
MET	Metlife Inc	−282	5,046	$356,853
MTB	M&T Bank Corp	−264	7,056	$1,458,616
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
GE	General Electric Co	2,383	$676,223
GEV	GE Vernova Inc.	468	$408,517
KR	Kroger Co	5,200	$376,272
ALL	Allstate Corp	1,801	$373,419
WELL	Welltower Inc.	1,341	$265,129
AMAT	Applied Materials Inc /De	772	$263,861
COF	Capital One Financial Corp	1,443	$263,246
GLW	Corning Inc /Ny	1,664	$226,254
TXN	Texas Instruments Inc	1,037	$201,323
RIG	Transocean Ltd.	21,000	$139,230
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BA	Boeing Co	1,066	$231,449
ES	Eversource Energy	3,010	$202,663
GRAB	Grab Holdings Ltd	30,500	$152,195
F	Ford Motor Co	10,000	$131,200
WULF	Terawulf Inc.	11,100	$127,539
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

141 positions · $492,438,239 total · as of Mar 31, 2026

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

Showing 1–50 of 141 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	297,057	-1,615	$75,390,096	−7.2%	15.31%
NVDA	Nvidia Corp Technology	Added	262,546	+18	$45,788,022	−6.5%	9.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	191,800	+2,232	$39,946,186	−8.7%	8.11%
MSFT	Microsoft Corp Technology	Added	104,601	+2,910	$38,720,152	−21.3%	7.86%
JPM	Jpmorgan Chase & Co Financial Services	Added	65,159	+1,922	$19,167,171	−5.9%	3.89%
META	Meta Platforms, Inc. Communication Services	Added	31,711	+328	$18,142,814	−12.4%	3.68%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	298,606	+21,407	$17,626,712	−16.6%	3.58%
PLTR	Palantir Technologies Inc. Technology	Reduced	84,284	-293	$12,329,063	−18.0%	2.50%
LRCX	Lam Research Corp Technology	Reduced	56,615	-1,796	$12,096,360	+21.0%	2.46%
TSLA	Tesla, Inc. Consumer Cyclical	Added	27,277	+737	$10,140,224	−15.0%	2.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	20,479	-82	$9,813,536	−5.0%	1.99%
CVX	Chevron Corp Energy	Added	41,149	+2,356	$8,513,728	+44.0%	1.73%
AVGO	Broadcom Inc. Technology	Added	27,360	+1,590	$8,468,193	−5.1%	1.72%
WRB	Berkley W R Corp Financial Services	Reduced	126,308	-157	$8,371,694	−5.6%	1.70%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	116,738	-1,891	$5,690,977	−12.8%	1.16%
WMT	Walmart Inc. Consumer Defensive	Reduced	44,623	-2,720	$5,545,746	+5.1%	1.13%
V	Visa Inc. Financial Services	Added	18,251	+295	$5,516,182	−12.4%	1.12%
GOOGL	Alphabet Inc. Communication Services	Added	18,769	+152	$5,397,213	−7.4%	1.10%
JNJ	Johnson & Johnson Healthcare	Reduced	21,714	-176	$5,307,770	+17.2%	1.08%
ABBV	AbbVie Inc. Healthcare	Reduced	23,421	-609	$5,093,833	−7.2%	1.03%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	30,560	-751	$5,052,790	+0.6%	1.03%
ORCL	Oracle Corp Technology	Added	34,023	+443	$5,005,123	−23.5%	1.02%
LLY	ELI LILLY & Co Healthcare	Reduced	4,577	-89	$4,209,787	−16.0%	0.85%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	26,541	+3,829	$3,833,582	+17.8%	0.78%
SCHW	Schwab Charles Corp Financial Services	Reduced	39,937	-460	$3,753,279	−7.0%	0.76%
GS	Goldman Sachs Group Inc Financial Services	Reduced	4,282	-94	$3,622,529	−5.8%	0.74%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	21,335	-190	$3,407,199	+3.0%	0.69%
MRK	Merck & Co., Inc. Healthcare	Reduced	28,024	-1,000	$3,371,006	+10.3%	0.68%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	5,368	-200	$3,310,767	−1.4%	0.67%
NFLX	Netflix Inc Communication Services	Added	32,712	+1,437	$3,145,258	+7.3%	0.64%
RTX	RTX Corp Industrials	Added	16,172	+1,251	$3,119,578	+14.0%	0.63%
UBER	Uber Technologies, Inc Technology	Added	42,052	+442	$3,024,800	−11.0%	0.61%
CRM	Salesforce, Inc. Technology	Added	16,191	+461	$3,022,373	−27.5%	0.61%
ABT	Abbott Laboratories Healthcare	Reduced	28,105	-181	$2,885,540	−18.6%	0.59%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	9,039	-142	$2,809,230	+0.1%	0.57%
MA	Mastercard Inc Financial Services	Added	4,269	+174	$2,133,048	−8.8%	0.43%
PDI	PIMCO Dynamic Income Fund Financial Services	Reduced	119,239	-12,213	$2,040,179	−12.4%	0.41%
CAC	Camden National Corp Financial Services	Reduced	42,861	-757	$2,033,754	+7.5%	0.41%
IBM	International Business Machines Corp Technology	Added	8,197	+731	$1,986,870	−10.2%	0.40%
SPY	Spdr S&P 500 ETF Trust	Added	3,010	+6	$1,957,523	−4.4%	0.40%
BX	Blackstone Inc. Financial Services	Added	16,893	+132	$1,942,526	−24.8%	0.39%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	15,252	-108	$1,913,515	−15.0%	0.39%
CCJ	Cameco Corp Energy	Added	16,958	+316	$1,841,808	+21.0%	0.37%
NEE	Nextera Energy Inc Utilities	Added	19,258	+510	$1,788,683	+18.8%	0.36%
MO	Altria Group, Inc. Consumer Defensive	Reduced	26,760	-2	$1,765,892	+14.4%	0.36%
CSCO	Cisco Systems, Inc. Technology	Added	21,887	+2,070	$1,698,212	+11.2%	0.34%
NUE	Nucor Corp Basic Materials	Added	9,650	+1	$1,631,815	+3.7%	0.33%
PEP	Pepsico Inc Consumer Defensive	Reduced	10,302	-384	$1,599,797	+4.3%	0.32%
SHOP	Shopify Inc. Technology	Reduced	12,778	-425	$1,515,726	−28.7%	0.31%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,604	-101	$1,514,209	−6.5%	0.31%