Means Investment

Means Investment as of June 30, 2026

Portfolio Holdings for Means Investment

Means Investment holds 198 positions in its portfolio as reported in the June 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) 17.9 $237M 345k 686.81
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 7.9 $105M 1.3M 83.75
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 7.5 $100M 1.6M 61.23
Apple (AAPL) 6.5 $86M 296k 289.36
NVIDIA Corporation (NVDA) 4.0 $53M 263k 200.09
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.6 $48M 385k 124.76
Amazon (AMZN) 3.4 $45M 188k 238.34
Vanguard World Mega Grwth Ind (MGK) 3.1 $41M 471k 87.91
Ishares Tr Mrgstr Md Cp Etf (IMCB) 3.0 $39M 407k 96.56
Microsoft Corporation (MSFT) 2.8 $37M 100k 373.02
Alphabet Cap Stk Cl C (GOOG) 2.6 $34M 96k 353.33
Select Sector Spdr Tr St Str Care Etf (XLV) 2.0 $27M 171k 158.66
J P Morgan Exchange Traded F Active Bond Etf (JBND) 1.9 $25M 474k 53.50
Lam Research Corp Com New (LRCX) 1.8 $24M 55k 433.33
J P Morgan Exchange Traded F Income Etf (JPIE) 1.7 $23M 502k 46.05
Vanguard World Mega Cap Val Etf (MGV) 1.6 $22M 134k 163.45
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.6 $21M 415k 51.05
JPMorgan Chase & Co. Call Option (JPM) 1.6 $21M 64k 327.33
Meta Platforms Cl A (META) 1.3 $17M 30k 563.29
Vaneck Etf Trust Semiconductr Etf (SMH) 1.0 $14M 21k 655.89
Select Sector Spdr Tr St Str Finl Etf (XLF) 1.0 $13M 241k 53.61
Tesla Motors (TSLA) 0.9 $12M 29k 420.60
Broadcom (AVGO) 0.8 $11M 29k 377.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $10M 20k 500.39
Palantir Technologies Cl A (PLTR) 0.8 $9.9M 85k 116.67
Pimco Etf Tr Multisector Bd (PYLD) 0.7 $9.2M 347k 26.52
W.R. Berkley Corporation (WRB) 0.7 $8.9M 127k 70.53
Johnson & Johnson (JNJ) 0.5 $7.1M 28k 253.97
Chevron Corporation (CVX) 0.5 $6.8M 41k 165.76
Alphabet Cap Stk Cl A (GOOGL) 0.5 $6.7M 19k 357.36
Bank of America Corporation (BAC) 0.5 $6.6M 116k 56.98
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $6.0M 38k 158.03
Visa Com Cl A (V) 0.4 $5.8M 17k 343.09
Abbvie (ABBV) 0.4 $5.8M 23k 251.64
Eli Lilly & Co. (LLY) 0.4 $5.7M 4.7k 1199.36
Philip Morris International (PM) 0.4 $5.5M 30k 180.91
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.4 $5.1M 7.3k 703.32
Oracle Corporation (ORCL) 0.4 $5.0M 34k 146.55
Wal-Mart Stores (WMT) 0.4 $5.0M 44k 113.26
Advanced Micro Devices (AMD) 0.4 $4.8M 8.3k 580.91
Micron Technology (MU) 0.3 $4.5M 3.9k 1154.30
Exxon Mobil Corporation (XOM) 0.3 $4.4M 32k 136.72
Goldman Sachs (GS) 0.3 $4.3M 4.3k 1011.48
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $4.0M 80k 49.41
Procter & Gamble Company (PG) 0.3 $3.8M 26k 146.64
Merck & Co (MRK) 0.3 $3.6M 28k 128.50
Charles Schwab Corporation (SCHW) 0.3 $3.5M 38k 92.27
TJX Companies (TJX) 0.2 $3.2M 21k 151.50
Raytheon Technologies Corp (RTX) 0.2 $3.1M 16k 189.73
Ishares Tr S&p 100 Etf (OEF) 0.2 $3.1M 8.4k 365.85
Uber Technologies (UBER) 0.2 $2.7M 37k 72.16
Crowdstrike Hldgs Cl A (CRWD) 0.2 $2.6M 3.4k 763.14
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $2.5M 17k 148.31
Abbott Laboratories (ABT) 0.2 $2.5M 27k 90.74
Cisco Systems (CSCO) 0.2 $2.4M 20k 117.46
McDonald's Corporation (MCD) 0.2 $2.3M 8.6k 270.32
Camden National Corporation (CAC) 0.2 $2.3M 43k 54.22
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $2.3M 3.1k 746.67
Caterpillar (CAT) 0.2 $2.3M 2.1k 1064.70
Nucor Corporation (NUE) 0.2 $2.1M 9.7k 222.74
International Business Machines (IBM) 0.2 $2.1M 7.6k 281.23
Blackstone Group Inc Com Cl A (BX) 0.2 $2.0M 17k 117.67
Altria (MO) 0.1 $1.9M 27k 71.95
Pimco Dynamic Income SHS (PDI) 0.1 $1.8M 108k 16.70
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.8M 32k 56.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.8M 2.4k 736.50
Cameco Corporation (CCJ) 0.1 $1.7M 17k 101.86
M&T Bank Corporation (MTB) 0.1 $1.7M 7.1k 238.02
Nextera Energy (NEE) 0.1 $1.6M 19k 87.77
Adams Express Company (ADX) 0.1 $1.6M 63k 25.55
Starbucks Corporation (SBUX) 0.1 $1.6M 16k 102.19
Home Depot (HD) 0.1 $1.6M 4.5k 352.69
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.5M 2.0k 748.74
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.5M 15k 95.98
Coca-Cola Company (KO) 0.1 $1.4M 17k 81.27
Pepsi (PEP) 0.1 $1.4M 10k 135.41
Palo Alto Networks (PANW) 0.1 $1.3M 3.9k 341.03
Eaton Corp SHS (ETN) 0.1 $1.3M 3.1k 426.19
salesforce (CRM) 0.1 $1.3M 8.5k 156.65
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.3M 11k 114.18
Ishares Msci Emrg Chn (EMXC) 0.1 $1.3M 12k 102.30
Coreweave Com Cl A (CRWV) 0.1 $1.3M 13k 99.54
CVS Caremark Corporation (CVS) 0.1 $1.2M 12k 103.45
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.1M 6.9k 156.96
Spdr Series Trust St Str Sp Biot (XBI) 0.1 $1.1M 6.7k 158.25
Deere & Company (DE) 0.1 $1.0M 1.6k 634.14
Ishares Tr Ishares Biotech (IBB) 0.1 $1.0M 5.4k 190.19
Novartis Sponsored Adr (NVS) 0.1 $992k 6.3k 156.72
Mondelez Intl Cl A (MDLZ) 0.1 $987k 17k 57.84
Bristol Myers Squibb (BMY) 0.1 $984k 17k 57.62
IDEXX Laboratories (IDXX) 0.1 $955k 1.8k 526.56
Valero Energy Corporation (VLO) 0.1 $945k 3.6k 260.42
Snowflake Com Shs (SNOW) 0.1 $941k 3.7k 254.47
Sofi Technologies (SOFI) 0.1 $939k 52k 17.93
Walt Disney Company (DIS) 0.1 $929k 9.6k 96.25
Carrier Global Corporation (CARR) 0.1 $916k 13k 73.35
Vanguard Index Fds Growth Etf (VUG) 0.1 $900k 11k 86.14
Amgen (AMGN) 0.1 $885k 2.4k 362.09
Spdr Series Trust St Str Sp Home (XHB) 0.1 $870k 7.5k 115.56
Qualcomm (QCOM) 0.1 $832k 4.5k 184.78
Netflix (NFLX) 0.1 $816k 11k 71.40
Blackrock (BLK) 0.1 $814k 846.00 961.54
Northrop Grumman Corporation (NOC) 0.1 $801k 1.6k 509.39
Ge Vernova (GEV) 0.1 $792k 674.00 1175.53
Mastercard Incorporated Cl A (MA) 0.1 $787k 1.5k 513.64
Chubb (CB) 0.1 $785k 2.3k 340.68
Verizon Communications (VZ) 0.1 $784k 19k 42.34
Servicenow (NOW) 0.1 $782k 7.9k 99.28
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $749k 1.00 748850.00
Morgan Stanley Com New (MS) 0.1 $736k 3.5k 209.06
ConocoPhillips (COP) 0.1 $725k 7.0k 103.96
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $717k 11k 67.79
Ge Aerospace Com New (GE) 0.1 $705k 1.9k 373.65
Phillips 66 (PSX) 0.1 $696k 4.1k 169.04
Southern Company (SO) 0.0 $654k 6.8k 95.71
CSX Corporation (CSX) 0.0 $643k 14k 47.53
UnitedHealth (UNH) 0.0 $636k 1.5k 415.75
Bar Harbor Bankshares (BHB) 0.0 $628k 17k 37.76
Gilead Sciences (GILD) 0.0 $616k 4.9k 126.34
Barrick Mng Corp Com Shs (B) 0.0 $586k 16k 36.73
State Street Corporation (STT) 0.0 $583k 3.4k 169.62
Wells Fargo & Company (WFC) 0.0 $581k 7.0k 82.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $576k 20k 29.43
Applied Materials (AMAT) 0.0 $562k 778.00 722.82
Ishares Tr Us Aer Def Etf (ITA) 0.0 $558k 2.3k 242.38
Lowe's Companies (LOW) 0.0 $554k 2.5k 220.48
Vanguard Index Fds Value Etf (VTV) 0.0 $548k 2.5k 217.91
Vanguard Index Fds Small Cp Etf (VB) 0.0 $546k 1.8k 303.13
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $537k 2.0k 264.69
Adobe Systems Incorporated (ADBE) 0.0 $532k 2.6k 205.02
Trane Technologies SHS (TT) 0.0 $527k 1.1k 491.00
Union Pacific Corporation (UNP) 0.0 $522k 1.9k 272.05
Unum (UNM) 0.0 $520k 5.8k 89.40
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $477k 7.8k 61.46
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $459k 3.2k 141.65
Nasdaq Omx (NDAQ) 0.0 $458k 5.8k 78.82
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $451k 2.4k 190.49
Allstate Corporation (ALL) 0.0 $445k 1.9k 237.92
At&t (T) 0.0 $436k 21k 20.70
Otis Worldwide Corp (OTIS) 0.0 $435k 6.1k 71.60
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $430k 8.1k 53.11
Corning Incorporated (GLW) 0.0 $425k 1.7k 255.40
Bank of New York Mellon Corporation (BNY) 0.0 $417k 2.9k 144.62
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $404k 4.1k 98.30
Travelers Companies (TRV) 0.0 $397k 1.2k 330.12
American Express Company (AXP) 0.0 $391k 1.2k 338.34
MetLife (MET) 0.0 $386k 4.6k 84.60
Duke Energy Corp Com New (DUK) 0.0 $379k 3.0k 126.58
Toronto Dominion Bk Ont Com New (TD) 0.0 $378k 3.1k 121.45
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $373k 1.6k 236.62
First Ban (FNLC) 0.0 $372k 11k 34.82
Lockheed Martin Corporation (LMT) 0.0 $370k 726.00 509.25
Prudential Financial (PRU) 0.0 $363k 3.4k 107.94
Cheniere Energy Com New (LNG) 0.0 $357k 1.5k 239.08
Welltower Inc Com reit Call Option (WELL) 0.0 $350k 1.5k 226.97
Marathon Petroleum Corp (MPC) 0.0 $349k 1.4k 255.59
Invesco Exchange Traded Fd T Pharmaceuticals (PJP) 0.0 $349k 2.9k 118.46
Ishares Tr Msci Eafe Etf (EFA) 0.0 $346k 3.3k 103.89
Hims & Hers Health Com Cl A (HIMS) 0.0 $328k 9.5k 34.67
Ishares Tr Morningstar Valu (ILCV) 0.0 $328k 3.2k 101.24
Comcast Corp Cl A (CMCSA) 0.0 $316k 13k 24.55
Texas Instruments Incorporated (TXN) 0.0 $311k 1.0k 298.11
AFLAC Incorporated (AFL) 0.0 $304k 2.6k 117.27
Cummins (CMI) 0.0 $303k 425.00 713.63
Oklo Com Cl A (OKLO) 0.0 $298k 5.7k 52.33
L3harris Technologies (LHX) 0.0 $295k 1.0k 290.66
Strategy Cl A New (MSTR) 0.0 $292k 3.4k 86.92
3M Company (MMM) 0.0 $289k 1.8k 161.88
Kroger (KR) 0.0 $289k 5.2k 55.53
Ishares Tr Core Msci Total (IXUS) 0.0 $288k 3.0k 95.43
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $288k 3.6k 80.57
Citigroup Com New (C) 0.0 $282k 2.0k 139.98
Yum! Brands (YUM) 0.0 $277k 1.7k 159.82
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $267k 4.5k 58.92
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.0 $263k 6.0k 44.03
Waste Management (WM) 0.0 $262k 1.2k 222.82
Brown & Brown (BRO) 0.0 $258k 4.0k 64.15
Dick's Sporting Goods (DKS) 0.0 $254k 1.1k 226.79
Zeta Global Holdings Corp Cl A (ZETA) 0.0 $253k 13k 19.68
Proshares Tr Bitcoin Etf (BITO) 0.0 $247k 31k 7.98
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL) 0.0 $241k 904.00 266.72
Capital One Financial (COF) 0.0 $241k 1.2k 200.65
Proshares Tr Ii Ulta Blmbg 2017 (UCO) 0.0 $240k 7.3k 32.95
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $229k 1.8k 124.40
Marvell Technology (MRVL) 0.0 $229k 767.00 297.94
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $227k 1.9k 117.47
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $224k 1.6k 136.72
Cigna Corp (CI) 0.0 $224k 812.00 275.52
MGM Resorts International. (MGM) 0.0 $222k 4.6k 47.81
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $221k 2.4k 91.62
Costco Wholesale Corporation (COST) 0.0 $219k 234.00 933.74
Sherwin-Williams Company (SHW) 0.0 $217k 631.00 344.35
Spdr Series Trust St Str Sp Hceq (XHE) 0.0 $216k 2.6k 84.24
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $206k 1.3k 164.61
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $204k 559.00 365.70
Hartford Financial Services (HIG) 0.0 $202k 1.5k 132.50
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $202k 1.1k 185.23
Cleveland-cliffs Call Option (CLF) 0.0 $104k 11k 9.39