MEANS INVESTMENT CO., INC.
Top Portfolio Positions
141 positions ·
$489,218,495 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
297,057 | $75,390,096 | 15.41% | |
| NVDA |
Nvidia Corp
Technology
|
262,546 | $45,788,022 | 9.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
191,800 | $39,946,186 | 8.17% | |
| MSFT |
Microsoft Corp
Technology
|
104,601 | $38,720,152 | 7.91% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
65,159 | $19,167,171 | 3.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
31,711 | $18,142,814 | 3.71% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
298,606 | $17,626,712 | 3.60% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
84,284 | $12,329,063 | 2.52% | |
| LRCX |
Lam Research Corp
Technology
|
56,615 | $12,096,360 | 2.47% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
27,277 | $10,140,224 | 2.07% |
Portfolio Trend
Holdings in PDI
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,040,179 | 119,239 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,328,014 | 131,452 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,565,921 | 129,592 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,724,110 | 143,601 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,835,736 | 143,219 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,958,799 | 215,856 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,067,439 | 200,663 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,688,866 | 196,112 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,887,320 | 201,520 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,560,579 | 198,361 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,368,770 | 194,952 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,634,781 | 193,855 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,339,790 | 185,338 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,156,494 | 170,806 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,458,604 | 126,863 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,720,710 | 82,449 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $378,880 | 15,547 | Shares | Sole | 2022-04-26 | |
| 2021-06-30 | $2,843,143 | 98,686 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,817,871 | 100,102 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $2,751,310 | 104,098 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,061,535 | 120,723 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,326,100 | 134,551 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,365,875 | 152,371 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||