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