Means Investment

Means Investment as of March 31, 2026

Portfolio Holdings for Means Investment

Means Investment holds 193 positions in its portfolio as reported in the March 2026 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) 17.8 $205M 343k 597.55
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 8.3 $95M 1.3M 75.10
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 7.4 $85M 1.6M 54.55
Apple (AAPL) 6.6 $75M 297k 253.79
NVIDIA Corporation Put Option (NVDA) 4.0 $46M 263k 174.40
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.8 $44M 394k 110.47
Amazon (AMZN) 3.5 $40M 192k 208.27
Microsoft Corporation (MSFT) 3.4 $39M 105k 370.17
Ishares Tr Mrgstr Md Cp Etf (IMCB) 3.1 $36M 432k 83.43
Vanguard World Mega Grwth Ind (MGK) 3.1 $35M 96k 367.44
Alphabet Cap Stk Cl C (GOOG) 2.1 $25M 86k 286.86
Select Sector Spdr Tr State Street Hea (XLV) 2.1 $24M 162k 146.61
J P Morgan Exchange Traded F Active Bond Etf (JBND) 2.0 $23M 432k 53.77
Vanguard World Mega Cap Val Etf (MGV) 1.7 $20M 137k 144.95
JPMorgan Chase & Co. (JPM) 1.7 $19M 65k 294.16
Meta Platforms Cl A (META) 1.6 $18M 32k 572.13
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.5 $18M 299k 59.03
Palantir Technologies Cl A (PLTR) 1.1 $12M 84k 146.28
Lam Research Corp Com New (LRCX) 1.1 $12M 57k 213.66
Select Sector Spdr Tr State Street Fin (XLF) 1.0 $11M 226k 49.37
Tesla Motors (TSLA) 0.9 $10M 27k 371.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $9.8M 21k 479.21
Chevron Corporation (CVX) 0.7 $8.5M 41k 206.90
Broadcom Call Option (AVGO) 0.7 $8.5M 27k 309.51
W.R. Berkley Corporation (WRB) 0.7 $8.4M 126k 66.28
Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $6.9M 18k 383.40
Bank of America Corporation (BAC) 0.5 $5.7M 117k 48.75
Exxon Mobil Corporation Call Option (XOM) 0.5 $5.6M 33k 169.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $5.6M 38k 148.10
Wal-Mart Stores (WMT) 0.5 $5.5M 45k 124.28
Visa Com Cl A (V) 0.5 $5.5M 18k 302.24
Alphabet Cap Stk Cl A (GOOGL) 0.5 $5.4M 19k 287.56
Pimco Etf Tr Multisector Bd (PYLD) 0.5 $5.4M 205k 26.20
Johnson & Johnson (JNJ) 0.5 $5.3M 22k 244.44
Abbvie (ABBV) 0.4 $5.1M 23k 217.49
Philip Morris International (PM) 0.4 $5.1M 31k 165.34
Oracle Corporation (ORCL) 0.4 $5.0M 34k 147.11
Ishares Tr U.s. Med Dvc Etf (IHI) 0.4 $4.7M 89k 53.35
Eli Lilly & Co. (LLY) 0.4 $4.2M 4.6k 919.69
Procter & Gamble Company (PG) 0.3 $3.8M 27k 144.44
Charles Schwab Corporation (SCHW) 0.3 $3.8M 40k 93.98
Goldman Sachs (GS) 0.3 $3.6M 4.3k 845.99
TJX Companies (TJX) 0.3 $3.4M 21k 159.70
Merck & Co (MRK) 0.3 $3.4M 28k 120.29
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.3 $3.3M 5.4k 616.78
Netflix (NFLX) 0.3 $3.1M 33k 96.15
Raytheon Technologies Corp (RTX) 0.3 $3.1M 16k 192.90
Uber Technologies (UBER) 0.3 $3.0M 42k 71.93
salesforce Call Option (CRM) 0.3 $3.0M 16k 186.67
Abbott Laboratories (ABT) 0.3 $2.9M 28k 102.67
McDonald's Corporation (MCD) 0.2 $2.8M 9.0k 310.79
Ishares Tr S&p 100 Etf (OEF) 0.2 $2.7M 8.4k 318.06
Mastercard Incorporated Cl A (MA) 0.2 $2.1M 4.3k 499.65
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $2.1M 17k 124.31
Pimco Dynamic Income SHS (PDI) 0.2 $2.0M 119k 17.11
Camden National Corporation (CAC) 0.2 $2.0M 43k 47.45
International Business Machines (IBM) 0.2 $2.0M 8.2k 242.40
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $2.0M 3.0k 650.43
Blackstone Group Inc Com Cl A (BX) 0.2 $1.9M 17k 114.99
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $1.9M 34k 56.68
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $1.9M 15k 125.46
Cameco Corporation (CCJ) 0.2 $1.8M 17k 108.61
Nextera Energy (NEE) 0.2 $1.8M 19k 92.88
Altria (MO) 0.2 $1.8M 27k 65.99
Cisco Systems Call Option (CSCO) 0.1 $1.7M 22k 77.59
Nucor Corporation (NUE) 0.1 $1.6M 9.7k 169.09
Pepsi (PEP) 0.1 $1.6M 10k 155.30
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.5M 13k 118.62
Home Depot (HD) 0.1 $1.5M 4.6k 328.90
Caterpillar (CAT) 0.1 $1.5M 2.1k 708.44
M&T Bank Corporation (MTB) 0.1 $1.5M 7.1k 206.72
Starbucks Corporation (SBUX) 0.1 $1.4M 16k 89.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.4M 2.5k 577.26
Micron Technology (MU) 0.1 $1.4M 4.1k 337.80
Adams Express Company (ADX) 0.1 $1.4M 63k 21.89
Coca-Cola Company (KO) 0.1 $1.3M 18k 76.05
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.3M 3.4k 390.36
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.3M 2.0k 653.08
Northrop Grumman Corporation (NOC) 0.1 $1.2M 1.8k 682.16
Ishares Msci Emrg Chn (EMXC) 0.1 $1.2M 15k 78.66
Eaton Corp SHS (ETN) 0.1 $1.1M 3.0k 357.64
Bristol Myers Squibb (BMY) 0.1 $1.1M 18k 60.65
Mondelez Intl Cl A (MDLZ) 0.1 $1.0M 18k 57.64
IDEXX Laboratories (IDXX) 0.1 $1.0M 1.8k 562.02
Walt Disney Company (DIS) 0.1 $998k 10k 96.38
Novartis Sponsored Adr (NVS) 0.1 $986k 6.5k 152.75
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $976k 7.1k 138.32
Ishares Tr Ishares Biotech (IBB) 0.1 $944k 5.6k 168.86
Verizon Communications (VZ) 0.1 $938k 19k 50.20
Blackrock (BLK) 0.1 $937k 975.00 961.43
ConocoPhillips (COP) 0.1 $920k 7.0k 132.00
Deere & Company (DE) 0.1 $900k 1.6k 563.36
Valero Energy Corporation (VLO) 0.1 $899k 3.6k 247.10
Servicenow (NOW) 0.1 $899k 8.6k 104.55
Coreweave Com Cl A (CRWV) 0.1 $890k 12k 77.47
Amgen (AMGN) 0.1 $854k 2.4k 351.88
CVS Caremark Corporation (CVS) 0.1 $848k 12k 71.82
Palo Alto Networks (PANW) 0.1 $846k 5.3k 160.33
Advanced Micro Devices Put Option (AMD) 0.1 $843k 4.1k 203.43
Spdr Series Trust State Street Spd Call Option (XBI) 0.1 $836k 6.5k 127.73
Sofi Technologies (SOFI) 0.1 $832k 52k 15.88
Phillips 66 (PSX) 0.1 $773k 4.2k 182.16
Vanguard Index Fds Growth Etf (VUG) 0.1 $760k 1.7k 436.91
Chubb (CB) 0.1 $750k 2.3k 325.89
Spdr Series Trust State Street Spd (XHB) 0.1 $746k 7.6k 98.72
Southern Company (SO) 0.1 $736k 7.6k 96.53
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $718k 1.00 718140.00
Carrier Global Corporation (CARR) 0.1 $710k 13k 56.31
Lockheed Martin Corporation (LMT) 0.1 $702k 1.2k 604.37
Gilead Sciences (GILD) 0.1 $677k 4.9k 139.38
Ge Aerospace Com New (GE) 0.1 $676k 2.4k 283.72
Invesco Exchange Traded Fd T S&p500 Eql Wgt Call Option (RSP) 0.1 $655k 3.4k 191.92
Barrick Mng Corp Com Shs (B) 0.1 $649k 16k 40.79
Adobe Systems Incorporated (ADBE) 0.1 $638k 2.6k 243.08
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $634k 11k 58.05
Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $620k 15k 40.83
At&t (T) 0.1 $610k 21k 28.99
Pfizer (PFE) 0.1 $605k 22k 28.08
Qualcomm (QCOM) 0.1 $597k 4.6k 128.77
Lowe's Companies (LOW) 0.1 $595k 2.5k 236.24
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $578k 9.4k 61.26
Morgan Stanley Com New (MS) 0.1 $576k 3.5k 164.55
CSX Corporation Call Option (CSX) 0.0 $558k 14k 41.05
Wells Fargo & Company (WFC) 0.0 $558k 7.0k 79.61
Snowflake Com Shs (SNOW) 0.0 $547k 3.6k 150.80
Bar Harbor Bankshares (BHB) 0.0 $545k 17k 32.45
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $501k 20k 25.64
Ishares Tr Us Aer Def Etf (ITA) 0.0 $500k 2.3k 218.80
Nasdaq Omx (NDAQ) 0.0 $493k 5.8k 84.89
Vanguard Index Fds Value Etf (VTV) 0.0 $491k 2.5k 196.20
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $483k 2.1k 234.00
Otis Worldwide Corp (OTIS) 0.0 $474k 6.1k 77.08
Union Pacific Corporation (UNP) 0.0 $470k 1.9k 242.60
Trane Technologies SHS (TT) 0.0 $447k 1.1k 416.81
UnitedHealth (UNH) 0.0 $438k 1.6k 270.59
Marathon Petroleum Corp (MPC) 0.0 $437k 1.8k 244.16
State Street Corporation (STT) 0.0 $434k 3.4k 126.58
Oklo Com Cl A Put Option (OKLO) 0.0 $427k 8.6k 49.59
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $425k 3.2k 131.24
Unum (UNM) 0.0 $423k 5.8k 73.03
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $420k 7.6k 55.52
Cheniere Energy Com New (LNG) 0.0 $413k 1.5k 283.83
Ge Vernova (GEV) 0.0 $409k 468.00 873.49
Strategy Cl A New (MSTR) 0.0 $394k 3.2k 124.79
Vanguard Index Fds Small Cp Etf (VB) 0.0 $393k 1.5k 261.95
Duke Energy Corp Com New (DUK) 0.0 $391k 3.0k 130.96
Kroger (KR) 0.0 $376k 5.2k 72.36
Allstate Corporation (ALL) 0.0 $374k 1.8k 207.38
Comcast Corp Cl A (CMCSA) 0.0 $369k 13k 28.71
MetLife (MET) 0.0 $357k 5.0k 70.73
L3harris Technologies (LHX) 0.0 $350k 1.0k 345.20
Travelers Companies (TRV) 0.0 $350k 1.2k 291.56
American Express Company (AXP) 0.0 $348k 1.2k 302.51
Bank of New York Mellon Corporation (BK) 0.0 $345k 2.9k 118.64
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $338k 1.6k 215.04
Prudential Financial (PRU) 0.0 $336k 3.4k 97.70
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $334k 2.3k 145.75
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $324k 2.4k 132.90
Proshares Tr Ii Ulta Blmbg 2017 (UCO) 0.0 $324k 8.2k 39.30
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $324k 4.1k 78.77
Toronto Dominion Bk Ont Com New (TD) 0.0 $306k 3.3k 93.30
Invesco Exchange Traded Fd T Pharmaceuticals (PJP) 0.0 $305k 2.9k 103.76
Ishares Tr Morningstar Valu (ILCV) 0.0 $300k 3.2k 93.13
First Ban (FNLC) 0.0 $299k 11k 28.03
Proshares Tr Bitcoin Etf (BITO) 0.0 $295k 32k 9.31
Ishares Tr Core High Dv Etf (HDV) 0.0 $287k 2.1k 135.73
AFLAC Incorporated (AFL) 0.0 $284k 2.6k 109.72
Waste Management (WM) 0.0 $270k 1.2k 229.74
Yum! Brands (YUM) 0.0 $269k 1.7k 155.44
Ishares Tr Msci Eafe Etf (EFA) 0.0 $268k 2.8k 97.11
Welltower Inc Com reit Call Option (WELL) 0.0 $265k 1.3k 197.71
Applied Materials (AMAT) 0.0 $264k 772.00 341.82
Capital One Financial (COF) 0.0 $263k 1.4k 182.48
Hims & Hers Health Com Cl A (HIMS) 0.0 $263k 13k 20.76
Brown & Brown (BRO) 0.0 $261k 4.0k 65.21
3M Company (MMM) 0.0 $258k 1.8k 145.26
Costco Wholesale Corporation (COST) 0.0 $256k 256.00 998.31
Draftkings Com Cl A (DKNG) 0.0 $252k 12k 21.62
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $231k 4.5k 50.81
Cummins (CMI) 0.0 $228k 423.00 538.41
Corning Incorporated (GLW) 0.0 $226k 1.7k 135.95
Ishares Tr Core Msci Total (IXUS) 0.0 $222k 2.6k 86.63
Spdr Series Trust State Street Spd (XHE) 0.0 $222k 2.8k 78.24
Dick's Sporting Goods (DKS) 0.0 $220k 1.1k 198.34
Zeta Global Holdings Corp Cl A (ZETA) 0.0 $217k 14k 15.92
Cigna Corp (CI) 0.0 $216k 808.00 266.74
Citigroup Com New (C) 0.0 $215k 1.9k 113.39
Constellation Energy (CEG) 0.0 $209k 748.00 279.37
Hartford Financial Services (HIG) 0.0 $206k 1.5k 135.22
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $204k 1.8k 111.37
Sherwin-Williams Company (SHW) 0.0 $202k 629.00 320.56
Texas Instruments Incorporated (TXN) 0.0 $201k 1.0k 194.16
Transocean Registered Shs Call Option (RIG) 0.0 $139k 21k 6.63