MEANS INVESTMENT CO., INC.
Top Portfolio Positions
142 positions ·
$499,032,031 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
297,057 | $75,390,096 | 15.11% | |
| NVDA |
Nvidia Corp
Technology
|
262,546 | $45,788,022 | 9.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
191,800 | $39,946,186 | 8.00% | |
| MSFT |
Microsoft Corp
Technology
|
104,601 | $38,720,152 | 7.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
65,159 | $19,167,171 | 3.84% | |
| META |
Meta Platforms, Inc.
Communication Services
|
31,711 | $18,142,814 | 3.64% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
298,606 | $17,626,712 | 3.53% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
84,284 | $12,329,063 | 2.47% | |
| LRCX |
Lam Research Corp
Technology
|
56,615 | $12,096,360 | 2.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
27,277 | $10,140,224 | 2.03% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BHB
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $545,224 | 16,802 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $552,814 | 17,804 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $718,642 | 23,593 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $783,094 | 26,138 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $769,596 | 26,088 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $912,568 | 29,842 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $927,420 | 30,072 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $709,282 | 26,387 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $802,608 | 30,310 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $887,758 | 30,237 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $874,310 | 37,000 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $915,006 | 37,135 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,966,927 | 74,364 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,381,180 | 74,319 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,965,211 | 74,103 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,915,838 | 74,085 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,088,544 | 72,975 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,119,064 | 73,248 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,052,025 | 73,156 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,090,891 | 73,057 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,037,540 | 69,257 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $1,588,415 | 70,315 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,333,222 | 64,877 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,386,232 | 61,913 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,261,042 | 72,977 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||