MEANS INVESTMENT CO., INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, MEANS INVESTMENT CO., INC. held in its portfolio 183 assets valued at $1,187,009,827 (i.e. $1.19B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($210.46M), VANGUARD INTL EQUITY INDEX F ($93.33M), and INVESCO EXCHANGE TRADED FD T ($86.80M).
The chart below shows the top 10 valuable assets, and the table below shows the top 183 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MEANS INVESTMENT CO., INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 335586 | 210455999 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 1268790 | 93332214 | ALLWRLD EX US |
| INVESCO EXCHANGE TRADED FD T | 1464216 | 86798699 | S&P 500 TOP 50 |
| APPLE INC | 298672 | 81196903 | COM |
| MICROSOFT CORP | 101691 | 49179801 | COM |
| NVIDIA CORPORATION | 262528 | 48961472 | COM |
| AMAZON COM INC | 189568 | 43756170 | COM |
| AMERICAN CENTY ETF TR | 396604 | 40445701 | US SML CP VALU |
| VANGUARD WORLD FD | 96686 | 39909134 | MEGA GRWTH IND |
| ISHARES TR | 428013 | 35409502 | MRGSTR MD CP ETF |
| ALPHABET INC | 86117 | 27023671 | CAP STK CL C |
| SELECT SECTOR SPDR TR | 158157 | 24482779 | STATE STREET HEA |
| J P MORGAN EXCHANGE TRADED F | 424830 | 22970540 | ACTIVE BOND ETF |
| FIDELITY WISE ORIGIN BITCOIN | 277199 | 21130854 | SHS |
| META PLATFORMS INC | 31383 | 20715630 | CL A |
| JPMORGAN CHASE & CO. | 63237 | 20376066 | COM |
| VANGUARD WORLD FD | 139783 | 19731724 | MEGA CAP VAL ETF |
| PALANTIR TECHNOLOGIES INC | 84577 | 15033522 | CL A |
| TESLA INC | 26540 | 11935697 | COM |
| SELECT SECTOR SPDR TR | 215577 | 11807148 | STATE STREET FIN |
| BERKSHIRE HATHAWAY INC DEL | 20561 | 10335074 | CL B NEW |
| LAM RESEARCH CORP | 58411 | 9998772 | COM NEW |
| BROADCOM INC | 25770 | 8918979 | COM |
| BERKLEY W R CORP | 126465 | 8867722 | COM |
| ORACLE CORP | 33580 | 6544998 | COM |
| BANK AMERICA CORP | 118629 | 6524576 | COM |
| VISA INC | 17956 | 6297428 | COM CL A |
| VANECK ETF TRUST | 17050 | 6140219 | SEMICONDUCTR ETF |
| CHEVRON CORP NEW | 38793 | 5912398 | COM |
| ALPHABET INC | 18617 | 5827085 | CAP STK CL A |
| ISHARES TR | 93165 | 5790178 | U.S. MED DVC ETF |
| VANGUARD WHITEHALL FDS | 38572 | 5535869 | HIGH DIV YLD |
| ABBVIE INC | 24030 | 5490601 | COM |
| WALMART INC | 47343 | 5274495 | COM |
| PHILIP MORRIS INTL INC | 31311 | 5022324 | COM |
| ELI LILLY & CO | 4666 | 5014432 | COM |
| JOHNSON & JOHNSON | 21890 | 4530085 | COM |
| SALESFORCE INC | 15730 | 4167055 | COM |
| SCHWAB CHARLES CORP | 40397 | 4036020 | COM |
| EXXON MOBIL CORP | 32946 | 3964760 | COM |
| GOLDMAN SACHS GROUP INC | 4376 | 3846296 | COM |
| ABBOTT LABS | 28286 | 3543909 | COM |
| UBER TECHNOLOGIES INC | 41610 | 3399930 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 5568 | 3359046 | UTSER1 S&PDCRP |
| TJX COS INC NEW | 21525 | 3306400 | COM |
| PROCTER AND GAMBLE CO | 22712 | 3254903 | COM |
| MERCK & CO INC | 29024 | 3055021 | COM |
| NETFLIX INC | 31275 | 2932389 | COM |
| ISHARES TR | 8492 | 2912376 | S&P 100 ETF |
| MCDONALDS CORP | 9181 | 2805914 | COM |
| RTX CORPORATION | 14921 | 2736422 | COM |
| BLACKSTONE INC | 16761 | 2583514 | COM |
| MASTERCARD INCORPORATED | 4095 | 2337704 | CL A |
| PIMCO DYNAMIC INCOME FD | 131452 | 2328024 | SHS |
| ALIBABA GROUP HLDG LTD | 15360 | 2251454 | SPONSORED ADS |
| INTERNATIONAL BUSINESS MACHS | 7466 | 2211620 | COM |
| SHOPIFY INC | 13203 | 2125300 | CL A SUB VTG SHS |
| J P MORGAN EXCHANGE TRADED F | 36041 | 2062999 | EQUITY PREMIUM |
| ISHARES TR | 17137 | 2059553 | CORE S&P SCP ETF |
| SPDR S&P 500 ETF TR | 3004 | 2048339 | TR UNIT |
| SPDR SERIES TRUST | 17908 | 1918225 | STATE STREET SPD |
| CAMDEN NATL CORP | 43618 | 1892140 | COM |
| PIMCO ETF TR | 68064 | 1815940 | MULTISECTOR BD |
| HOME DEPOT INC | 4705 | 1619082 | COM |
| NUCOR CORP | 9649 | 1573796 | COM |
| CROWDSTRIKE HLDGS INC | 3356 | 1572968 | CL A |
| ALTRIA GROUP INC | 26762 | 1543112 | COM |
| PEPSICO INC | 10686 | 1533686 | COM |
| CISCO SYS INC | 19817 | 1526502 | COM |
| INVESCO QQQ TR | 2481 | 1524003 | UNIT SER 1 |
| CAMECO CORP | 16642 | 1522556 | COM |
| NEXTERA ENERGY INC | 18748 | 1505049 | COM |
| M & T BK CORP | 7320 | 1474879 | COM |
| ADAMS DIVERSIFIED EQUITY FD | 62535 | 1458316 | COM |
| ISHARES TR | 2063 | 1412729 | CORE S&P500 ETF |
| STARBUCKS CORP | 16772 | 1412401 | COM |
| SOFI TECHNOLOGIES INC | 52108 | 1364180 | COM |
| SERVICENOW INC | 8579 | 1314260 | COM |
| IDEXX LABS INC | 1843 | 1247122 | COM |
| CATERPILLAR INC | 2153 | 1233415 | COM |
| DISNEY WALT CO | 10759 | 1224101 | COM |
| COCA COLA CO | 17430 | 1218518 | COM |
| MICRON TECHNOLOGY INC | 4115 | 1174442 | COM |
| ISHARES INC | 16056 | 1166934 | MSCI EMRG CHN |
| BLACKROCK INC | 1063 | 1137645 | COM |
| NORTHROP GRUMMAN CORP | 1847 | 1053434 | COM |
| MONDELEZ INTL INC | 18980 | 1021681 | CL A |
| VANGUARD INTL EQUITY INDEX F | 7087 | 999633 | TT WRLD ST ETF |
| BRISTOL-MYERS SQUIBB CO | 18044 | 973312 | COM |
| ISHARES TR | 5754 | 971183 | ISHARES BIOTECH |
| EATON CORP PLC | 3023 | 962728 | SHS |
| PALO ALTO NETWORKS INC | 5024 | 925484 | COM |
| ADOBE INC | 2620 | 916974 | COM |
| NOVARTIS AG | 6587 | 908178 | SPONSORED ADR |
| QUALCOMM INC | 5116 | 875127 | COM |
| VANGUARD INDEX FDS | 1728 | 843129 | GROWTH ETF |
| SNOWFLAKE INC | 3816 | 837034 | COM SHS |
| ADVANCED MICRO DEVICES INC | 3901 | 835438 | COM |
| DEERE & CO | 1754 | 816444 | COM |
| SELECT SECTOR SPDR TR | 19523 | 787770 | STATE STREET REA |
| AMGEN INC | 2323 | 760193 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| SOUTHERN CO | 8473 | 738868 | COM |
| CHUBB LIMITED | 2300 | 717806 | COM |
| VERIZON COMMUNICATIONS INC | 17490 | 712375 | COM |
| CARRIER GLOBAL CORPORATION | 12608 | 666182 | COM |
| BARRICK MNG CORP | 15094 | 657337 | COM SHS |
| CONOCOPHILLIPS | 6965 | 652027 | COM |
| WELLS FARGO CO NEW | 6988 | 651324 | COM |
| WISDOMTREE TR | 10902 | 620654 | US SMALLCAP FUND |
| J P MORGAN EXCHANGE TRADED F | 10586 | 615264 | NASDAQ EQT PREM |
| LOWES COS INC | 2530 | 610184 | COM |
| GILEAD SCIENCES INC | 4853 | 595686 | COM |
| VANGUARD INDEX FDS | 3063 | 585015 | VALUE ETF |
| FIRST TR EXCHANGE-TRADED FD | 2106 | 566822 | DJ INTERNT IDX |
| UNITEDHEALTH GROUP INC | 1712 | 565311 | COM |
| NASDAQ INC | 5801 | 563459 | COM |
| VALERO ENERGY CORP | 3443 | 560539 | COM |
| BAR HBR BANKSHARES | 17804 | 552818 | COM |
| PHILLIPS 66 | 4170 | 538128 | COM |
| OTIS WORLDWIDE CORP | 6143 | 536552 | COM |
| LOCKHEED MARTIN CORP | 1096 | 530215 | COM |
| SCHWAB STRATEGIC TR | 19554 | 526202 | US LRG CAP ETF |
| HIMS & HERS HEALTH INC | 15957 | 518126 | COM CL A |
| ISHARES TR | 2283 | 490220 | US AER DEF ETF |
| CSX CORP | 12898 | 467567 | COM |
| STRATEGY INC | 3055 | 464173 | CL A NEW |
| UNION PAC CORP | 1936 | 447818 | COM |
| UNUM GROUP | 5770 | 447174 | COM |
| PROSHARES TR | 36684 | 446075 | BITCOIN ETF |
| STATE STR CORP | 3430 | 442566 | COM |
| AMERICAN EXPRESS CO | 1180 | 436580 | COM |
| INVESCO EXCHANGE TRADED FD T | 3235 | 434527 | BUYBACK ACHIEV |
| METLIFE INC | 5328 | 420577 | COM |
| TRANE TECHNOLOGIES PLC | 1072 | 417089 | SHS |
| PRUDENTIAL FINL INC | 3558 | 401606 | COM |
| DRAFTKINGS INC NEW | 11539 | 397645 | COM CL A |
| VANGUARD INDEX FDS | 1500 | 386819 | SMALL CP ETF |
| SELECT SECTOR SPDR TR | 2617 | 376823 | STATE STREET TEC |
| OKLO INC | 5200 | 373181 | COM CL A |
| DUKE ENERGY CORP NEW | 3087 | 361830 | COM NEW |
| VANGUARD SPECIALIZED FUNDS | 1597 | 350984 | DIV APP ETF |
| TRAVELERS COMPANIES INC | 1200 | 348084 | COM |
| INVESCO EXCHANGE TRADED FD T | 3282 | 343118 | PHARMACEUTICALS |
| BANK NEW YORK MELLON CORP | 2903 | 337011 | COM |
| BROWN & BROWN INC | 4152 | 330900 | COM |
| MORGAN STANLEY | 1849 | 328218 | COM NEW |
| CVS HEALTH CORP | 4111 | 326286 | COM |
| ISHARES TR | 2301 | 324579 | RUS MDCP VAL ETF |
| PFIZER INC | 27034 | 323261 | COM |
| TORONTO DOMINION BK ONT | 3412 | 321443 | COM NEW |
| ISHARES TR | 4006 | 319836 | MRGSTR MD CP GRW |
| COMCAST CORP NEW | 10542 | 315094 | CL A |
| AT&T INC | 12469 | 309721 | COM |
| ISHARES TR | 3211 | 303013 | MORNINGSTAR VALU |
| ISHARES TR | 2453 | 298267 | CORE HIGH DV ETF |
| L3HARRIS TECHNOLOGIES INC | 1015 | 297999 | COM |
| ZETA GLOBAL HOLDINGS CORP | 14628 | 297673 | CL A |
| AFLAC INC | 2664 | 293767 | COM |
| MARATHON PETE CORP | 1781 | 289655 | COM |
| 3M CO | 1777 | 284512 | COM |
| FIRST BANCORP INC ME | 10643 | 281400 | COM |
| COREWEAVE INC | 3868 | 276987 | COM CL A |
| WASTE MGMT INC DEL | 1248 | 274129 | COM |
| COSTCO WHSL CORP NEW | 315 | 271760 | COM |
| CONSTELLATION ENERGY CORP | 748 | 264186 | COM |
| YUM BRANDS INC | 1729 | 261510 | COM |
| CHENIERE ENERGY INC | 1344 | 261169 | COM NEW |
| SELECT SECTOR SPDR TR | 5730 | 256200 | STATE STREET ENE |
| BOEING CO | 1066 | 231450 | COM |
| CITIGROUP INC | 1938 | 226094 | COM NEW |
| THE CIGNA GROUP | 820 | 225737 | COM |
| DICKS SPORTING GOODS INC | 1107 | 219204 | COM |
| ISHARES TR | 2567 | 217239 | CORE MSCI TOTAL |
| GLOBAL X FDS | 4534 | 216669 | US INFR DEV ETF |
| CUMMINS INC | 422 | 215502 | COM |
| HARTFORD INSURANCE GROUP INC | 1519 | 209343 | COM |
| ISHARES TR | 1827 | 208129 | EAFE GRWTH ETF |
| SHERWIN WILLIAMS CO | 635 | 205780 | COM |
| EVERSOURCE ENERGY | 3010 | 202658 | COM |
| TERAWULF INC | 11100 | 7514 | COM |
| GRAB HOLDINGS LIMITED | 30500 | 2830 | CLASS A ORD |
| FORD MTR CO | 10000 | 1800 | COM |
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