MEANS INVESTMENT CO., INC.
Top Portfolio Positions
142 positions ·
$498,025,651 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
297,057 | $75,390,096 | 15.14% | |
| NVDA |
Nvidia Corp
Technology
|
262,546 | $45,788,022 | 9.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
191,800 | $39,946,186 | 8.02% | |
| MSFT |
Microsoft Corp
Technology
|
104,601 | $38,720,152 | 7.77% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
65,159 | $19,167,171 | 3.85% | |
| META |
Meta Platforms, Inc.
Communication Services
|
31,711 | $18,142,814 | 3.64% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
298,606 | $17,626,712 | 3.54% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
84,284 | $12,329,063 | 2.48% | |
| LRCX |
Lam Research Corp
Technology
|
56,615 | $12,096,360 | 2.43% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
27,277 | $10,140,224 | 2.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CAC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,033,754 | 42,861 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,892,148 | 43,618 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,701,703 | 44,097 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,803,131 | 44,434 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,813,784 | 44,818 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,946,849 | 45,551 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,878,324 | 45,458 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,557,237 | 47,189 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,602,188 | 47,798 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,834,763 | 48,758 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,370,927 | 48,580 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,606,971 | 51,888 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,872,289 | 51,735 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,110,723 | 50,629 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,132,087 | 50,049 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,200,870 | 49,963 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,174,188 | 46,220 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,228,652 | 46,276 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,653,412 | 34,518 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,679,910 | 35,174 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,689,649 | 35,304 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $1,278,526 | 35,733 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,120,081 | 37,052 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,276,253 | 36,950 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,155,881 | 36,753 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||