Means Investment
Latest statistics and disclosures from Means Investment's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEU, XLG, AAPL, MSFT, and represent 43.87% of Means Investment's stock portfolio.
- Added to shares of these 10 stocks: FBTC (+$21M), VOO (+$14M), XLG, NFLX, VEU, IMCB, JBND, PYLD, NOW, MSFT.
- Started 8 new stock positions in GRAB, FBTC, CMI, F, BA, WULF, C, CRWV.
- Reduced shares in these 10 stocks: XLRE (-$27M), AAPL, XLV, GOOG, MGK, MGV, CVS, PG, LLY, CVX.
- Sold out of its positions in ALL, COF, CHTR, COIN, KMB, KR, XLB, SYY, TXN, VALE. WY, UP.
- Means Investment was a net buyer of stock by $10M.
- Means Investment has $1.2B in assets under management (AUM), dropping by 2.77%.
- Central Index Key (CIK): 0000701516
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Portfolio Holdings for Means Investment
Means Investment holds 185 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 17.7 | $211M | +7% | 336k | 627.13 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 7.9 | $93M | +2% | 1.3M | 73.56 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 7.3 | $87M | +4% | 1.5M | 59.28 |
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| Apple (AAPL) | 6.8 | $81M | 299k | 271.86 |
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| Microsoft Corporation (MSFT) | 4.1 | $49M | +2% | 102k | 483.62 |
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| NVIDIA Corporation (NVDA) | 4.1 | $49M | 263k | 186.50 |
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| Amazon (AMZN) | 3.7 | $44M | 190k | 230.82 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.4 | $40M | +2% | 397k | 101.98 |
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| Vanguard World Mega Grwth Ind (MGK) | 3.4 | $40M | -2% | 97k | 412.77 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 3.0 | $35M | +4% | 428k | 82.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $27M | -3% | 86k | 313.80 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 2.1 | $25M | -4% | 158k | 154.80 |
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| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 1.9 | $23M | +6% | 425k | 54.07 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.8 | $21M | NEW | 277k | 76.23 |
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| Meta Platforms Cl A (META) | 1.7 | $21M | +3% | 31k | 660.09 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $20M | -2% | 63k | 322.22 |
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| Vanguard World Mega Cap Val Etf (MGV) | 1.7 | $20M | -3% | 140k | 141.16 |
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| Palantir Technologies Cl A (PLTR) | 1.3 | $15M | -2% | 85k | 177.75 |
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| Tesla Motors (TSLA) | 1.0 | $12M | 27k | 449.72 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 1.0 | $12M | +3% | 216k | 54.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $10M | 21k | 502.65 |
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| Lam Research Corp Com New (LRCX) | 0.8 | $10M | 58k | 171.18 |
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| Broadcom (AVGO) | 0.8 | $8.9M | +6% | 26k | 346.10 |
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| W.R. Berkley Corporation (WRB) | 0.7 | $8.9M | 127k | 70.12 |
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| Oracle Corporation (ORCL) | 0.6 | $6.5M | 34k | 194.91 |
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| Bank of America Corporation (BAC) | 0.5 | $6.5M | 119k | 55.00 |
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| Visa Com Cl A (V) | 0.5 | $6.3M | 18k | 350.71 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $6.1M | +11% | 17k | 360.13 |
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| Chevron Corporation (CVX) | 0.5 | $5.9M | -8% | 39k | 152.41 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $5.8M | 19k | 313.00 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.5 | $5.8M | 93k | 62.15 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $5.5M | 39k | 143.52 |
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| Abbvie (ABBV) | 0.5 | $5.5M | -5% | 24k | 228.49 |
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| Wal-Mart Stores (WMT) | 0.4 | $5.3M | 47k | 111.41 |
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| Philip Morris International (PM) | 0.4 | $5.0M | 31k | 160.40 |
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| Eli Lilly & Co. (LLY) | 0.4 | $5.0M | -10% | 4.7k | 1074.67 |
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| Johnson & Johnson (JNJ) | 0.4 | $4.5M | -6% | 22k | 206.95 |
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| salesforce (CRM) | 0.4 | $4.2M | -11% | 16k | 264.91 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $4.0M | -4% | 40k | 99.91 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $4.0M | 33k | 120.34 |
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| Goldman Sachs (GS) | 0.3 | $3.8M | 4.4k | 878.95 |
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| Abbott Laboratories (ABT) | 0.3 | $3.5M | -3% | 28k | 125.29 |
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| Uber Technologies (UBER) | 0.3 | $3.4M | 42k | 81.71 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $3.4M | -6% | 5.6k | 603.28 |
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| TJX Companies (TJX) | 0.3 | $3.3M | 22k | 153.61 |
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| Procter & Gamble Company (PG) | 0.3 | $3.3M | -15% | 23k | 143.31 |
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| Merck & Co (MRK) | 0.3 | $3.1M | 29k | 105.26 |
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| Netflix (NFLX) | 0.2 | $2.9M | +1171% | 31k | 93.76 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $2.9M | 8.5k | 342.96 |
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| McDonald's Corporation (MCD) | 0.2 | $2.8M | +2% | 9.2k | 305.62 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $2.7M | -5% | 15k | 183.39 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.6M | 17k | 154.14 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.3M | 4.1k | 570.87 |
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| Pimco Dynamic Income SHS (PDI) | 0.2 | $2.3M | 132k | 17.71 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $2.3M | 15k | 146.58 |
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| International Business Machines (IBM) | 0.2 | $2.2M | -8% | 7.5k | 296.23 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $2.1M | 13k | 160.97 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $2.1M | -19% | 36k | 57.24 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.1M | -3% | 17k | 120.18 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.0M | -4% | 3.0k | 681.87 |
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| Camden National Corporation (CAC) | 0.2 | $1.9M | 44k | 43.38 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $1.8M | +171% | 68k | 26.68 |
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| Home Depot (HD) | 0.1 | $1.6M | 4.7k | 344.12 |
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| Nucor Corporation (NUE) | 0.1 | $1.6M | 9.6k | 163.10 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.6M | 3.4k | 468.70 |
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| Altria (MO) | 0.1 | $1.5M | 27k | 57.66 |
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| Pepsi (PEP) | 0.1 | $1.5M | -3% | 11k | 143.52 |
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| Cisco Systems (CSCO) | 0.1 | $1.5M | -5% | 20k | 77.03 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.5M | 2.5k | 614.27 |
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| Cameco Corporation (CCJ) | 0.1 | $1.5M | +24% | 17k | 91.49 |
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| Nextera Energy (NEE) | 0.1 | $1.5M | -4% | 19k | 80.28 |
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| M&T Bank Corporation (MTB) | 0.1 | $1.5M | -5% | 7.3k | 201.49 |
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| Adams Express Company (ADX) | 0.1 | $1.5M | -12% | 63k | 23.32 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.4M | -3% | 2.1k | 684.79 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.4M | -9% | 17k | 84.21 |
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| Sofi Technologies (SOFI) | 0.1 | $1.4M | 52k | 26.18 |
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| Servicenow (NOW) | 0.1 | $1.3M | +395% | 8.6k | 153.19 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.2M | 1.8k | 676.68 |
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| Caterpillar (CAT) | 0.1 | $1.2M | -5% | 2.2k | 572.88 |
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| Walt Disney Company (DIS) | 0.1 | $1.2M | -16% | 11k | 113.77 |
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| Coca-Cola Company (KO) | 0.1 | $1.2M | 17k | 69.91 |
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| Micron Technology (MU) | 0.1 | $1.2M | -3% | 4.1k | 285.41 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.2M | -15% | 16k | 72.68 |
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| Blackrock (BLK) | 0.1 | $1.1M | -5% | 1.1k | 1070.22 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.1M | -6% | 1.8k | 570.35 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.0M | -4% | 19k | 53.83 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1000k | 7.1k | 141.05 |
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| Bristol Myers Squibb (BMY) | 0.1 | $973k | -16% | 18k | 53.94 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $971k | -5% | 5.8k | 168.78 |
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| Eaton Corp SHS (ETN) | 0.1 | $963k | 3.0k | 318.47 |
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| Palo Alto Networks (PANW) | 0.1 | $926k | 5.0k | 184.21 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $917k | 2.6k | 349.99 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $908k | 6.6k | 137.87 |
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| Qualcomm (QCOM) | 0.1 | $875k | -8% | 5.1k | 171.06 |
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| Spdr Series Trust State Street Spd (XHB) | 0.1 | $852k | -11% | 8.3k | 102.96 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $843k | 1.7k | 487.92 |
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| Snowflake Com Shs (SNOW) | 0.1 | $837k | -2% | 3.8k | 219.35 |
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| Advanced Micro Devices (AMD) | 0.1 | $835k | -2% | 3.9k | 214.16 |
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| Deere & Company (DE) | 0.1 | $816k | -26% | 1.8k | 465.48 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $788k | -97% | 20k | 40.35 |
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| Spdr Series Trust State Street Spd (XBI) | 0.1 | $783k | +4% | 6.4k | 121.93 |
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| Amgen (AMGN) | 0.1 | $760k | 2.3k | 327.25 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
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| Southern Company (SO) | 0.1 | $739k | -13% | 8.5k | 87.20 |
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| Chubb (CB) | 0.1 | $718k | 2.3k | 312.09 |
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| Verizon Communications (VZ) | 0.1 | $712k | -11% | 18k | 40.73 |
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| Pfizer (PFE) | 0.1 | $673k | +214% | 27k | 24.90 |
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| Carrier Global Corporation (CARR) | 0.1 | $666k | 13k | 52.84 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $657k | 15k | 43.55 |
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| ConocoPhillips (COP) | 0.1 | $652k | 7.0k | 93.61 |
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| Wells Fargo & Company (WFC) | 0.1 | $651k | 7.0k | 93.21 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.1 | $621k | 11k | 56.93 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $615k | -16% | 11k | 58.12 |
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| Lowe's Companies (LOW) | 0.1 | $610k | -4% | 2.5k | 241.18 |
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| Gilead Sciences (GILD) | 0.1 | $596k | -17% | 4.9k | 122.75 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $585k | -4% | 3.1k | 190.99 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $567k | -4% | 2.1k | 269.15 |
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| UnitedHealth (UNH) | 0.0 | $565k | -6% | 1.7k | 330.20 |
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| Nasdaq Omx (NDAQ) | 0.0 | $564k | 5.8k | 97.13 |
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| Valero Energy Corporation (VLO) | 0.0 | $561k | 3.4k | 162.81 |
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| Bar Harbor Bankshares (BHB) | 0.0 | $553k | -24% | 18k | 31.05 |
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| Phillips 66 (PSX) | 0.0 | $538k | 4.2k | 129.05 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $537k | 6.1k | 87.34 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $530k | 1.1k | 483.77 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $526k | +5% | 20k | 26.91 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $518k | -37% | 16k | 32.47 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $490k | 2.3k | 214.73 |
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| CSX Corporation (CSX) | 0.0 | $468k | 13k | 36.25 |
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| Strategy Cl A New (MSTR) | 0.0 | $464k | -3% | 3.1k | 151.94 |
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| Union Pacific Corporation (UNP) | 0.0 | $448k | 1.9k | 231.31 |
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| Unum (UNM) | 0.0 | $447k | 5.8k | 77.50 |
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| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $446k | +45% | 37k | 12.16 |
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| State Street Corporation (STT) | 0.0 | $443k | 3.4k | 129.03 |
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| American Express Company (AXP) | 0.0 | $437k | 1.2k | 369.98 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $435k | 3.2k | 134.32 |
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| MetLife (MET) | 0.0 | $421k | -4% | 5.3k | 78.94 |
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| Trane Technologies SHS (TT) | 0.0 | $417k | 1.1k | 389.08 |
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| Prudential Financial (PRU) | 0.0 | $402k | -31% | 3.6k | 112.87 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $398k | -8% | 12k | 34.46 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $387k | 1.5k | 257.88 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $377k | +90% | 2.6k | 143.99 |
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| Oklo Com Cl A (OKLO) | 0.0 | $373k | -10% | 5.2k | 71.77 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $362k | 3.1k | 117.21 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $351k | 1.6k | 219.78 |
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| Travelers Companies (TRV) | 0.0 | $348k | 1.2k | 290.07 |
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| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $343k | 3.3k | 104.55 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $337k | -3% | 2.9k | 116.09 |
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| Brown & Brown (BRO) | 0.0 | $331k | 4.2k | 79.70 |
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| Morgan Stanley Com New (MS) | 0.0 | $328k | -43% | 1.8k | 177.51 |
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| CVS Caremark Corporation (CVS) | 0.0 | $326k | -65% | 4.1k | 79.37 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $325k | 2.3k | 141.06 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $321k | 3.4k | 94.21 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $320k | -7% | 4.0k | 79.84 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $315k | -13% | 11k | 29.89 |
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| At&t (T) | 0.0 | $310k | -40% | 13k | 24.84 |
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| Ishares Tr Morningstar Valu (ILCV) | 0.0 | $303k | 3.2k | 94.37 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $298k | -11% | 2.5k | 121.59 |
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| L3harris Technologies (LHX) | 0.0 | $298k | 1.0k | 293.60 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 0.0 | $298k | 15k | 20.35 |
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| AFLAC Incorporated (AFL) | 0.0 | $294k | 2.7k | 110.27 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $290k | -3% | 1.8k | 162.64 |
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| 3M Company (MMM) | 0.0 | $285k | 1.8k | 160.11 |
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| Spdr Series Trust State Street Spd (XHE) | 0.0 | $284k | -23% | 3.2k | 88.23 |
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| First Ban (FNLC) | 0.0 | $281k | -4% | 11k | 26.44 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $277k | NEW | 3.9k | 71.61 |
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| Waste Management (WM) | 0.0 | $274k | 1.2k | 219.65 |
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| Costco Wholesale Corporation (COST) | 0.0 | $272k | -11% | 315.00 | 862.73 |
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| Constellation Energy (CEG) | 0.0 | $264k | 748.00 | 353.19 |
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| Yum! Brands (YUM) | 0.0 | $262k | 1.7k | 151.25 |
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| Cheniere Energy Com New (LNG) | 0.0 | $261k | 1.3k | 194.32 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $256k | +100% | 5.7k | 44.71 |
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| Boeing Company (BA) | 0.0 | $232k | NEW | 1.1k | 217.12 |
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| Citigroup Com New (C) | 0.0 | $226k | NEW | 1.9k | 116.66 |
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| Cigna Corp (CI) | 0.0 | $226k | -4% | 820.00 | 275.29 |
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| Dick's Sporting Goods (DKS) | 0.0 | $219k | 1.1k | 198.02 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $217k | -13% | 2.6k | 84.63 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $217k | 4.5k | 47.79 |
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| Cummins (CMI) | 0.0 | $216k | NEW | 422.00 | 510.67 |
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| Hartford Financial Services (HIG) | 0.0 | $209k | -15% | 1.5k | 137.82 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $208k | 1.8k | 113.92 |
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| Sherwin-Williams Company (SHW) | 0.0 | $206k | 635.00 | 324.06 |
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| Eversource Energy (ES) | 0.0 | $203k | 3.0k | 67.33 |
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| Terawulf Call Option (WULF) | 0.0 | $51k | NEW | 11k | 4.56 |
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| Grab Holdings Class A Ord Call Option (GRAB) | 0.0 | $4.3k | NEW | 31k | 0.14 |
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| Ford Motor Company Call Option (F) | 0.0 | $1.8k | NEW | 10k | 0.18 |
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Past Filings by Means Investment
SEC 13F filings are viewable for Means Investment going back to 2019
- Means Investment 2025 Q4 filed Jan. 26, 2026
- Means Investment 2025 Q3 filed Nov. 6, 2025
- Means Investment 2025 Q2 filed July 25, 2025
- Means Investment 2025 Q1 filed April 21, 2025
- Means Investment 2024 Q4 filed Jan. 24, 2025
- Means Investment 2024 Q3 filed Oct. 18, 2024
- Means Investment 2024 Q2 filed July 19, 2024
- Means Investment 2024 Q1 filed April 17, 2024
- Means Investment 2023 Q4 filed Jan. 25, 2024
- Means Investment 2023 Q3 filed Oct. 25, 2023
- Means Investment 2023 Q2 filed July 31, 2023
- Means Investment 2023 Q1 filed May 8, 2023
- Means Investment 2022 Q4 filed Jan. 27, 2023
- Means Investment 2022 Q3 filed Oct. 17, 2022
- Means Investment 2022 Q2 filed July 21, 2022
- Means Investment 2022 Q1 filed April 26, 2022