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Latest MEANS INVESTMENT CO., INC. Stock Portfolio

$1.32Billion | No. of Holdings #198

MEANS INVESTMENT CO., INC. Performance

2026 Q2+4.22%
YTD-1.14%
2025+21.88%

About MEANS INVESTMENT CO., INC. and 13F Hedge Fund Stock Holdings

MEANS INVESTMENT CO., INC. is a hedge fund based in Bangor, ME. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, MEANS INVESTMENT CO., INC. reported an equity portfolio of $1.3 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of MEANS INVESTMENT CO., INC. are VB, VEU, CSD. The fund has invested 17.9% of it's portfolio in VANGUARD INDEX FDS and 7.9% of portfolio in VANGUARD INTL EQUITY INDEX F. <br><br> The fund managers got completely rid off ISHARES TR (AMPS), DRAFTKINGS INC NEW (DKNG) and CONSTELLATION ENERGY CORP (CEG) stocks. They significantly reduced their stock positions in NETFLIX INC. (NFLX), MASTERCARD INCORPORATED (MA) and SELECT SECTOR SPDR TR (XLB). MEANS INVESTMENT CO., INC. opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), VANGUARD INDEX FDS (VB) and DIREXION SHARES ETF TRUST (DRN). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD WORLD FD (EDV) and ADVANCED MICRO DEVICES INC (AMD).
MEANS INVESTMENT CO., INC. Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$1.32Billion
  as of Aug 14, 2026

MEANS INVESTMENT CO., INC. Annual Return Estimates Vs S&P 500

Our best estimate is that MEANS INVESTMENT CO., INC. made a return of 4.22% in the last quarter. In trailing 12 months, it's portfolio return was 13.4%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
j p morgan exchange traded f23,113,800
vanguard index fds287,725
direxion shares etf trust241,113
marvell technology inc228,519
ishares tr227,191
ishares tr223,945
mgm resorts international221,675
ishares tr220,808
New stocks bought by MEANS INVESTMENT CO., INC.

Additions

Ticker% Inc.
vanguard index fds500
vanguard world fd391
advanced micro devices inc122
pimco etf tr69.71
ge vernova inc44.02
fidelity wise origin bitcoin38.98
state str spdr s&p midcap 4036.14
johnson & johnson29.46
Additions to existing portfolio by MEANS INVESTMENT CO., INC.

Reductions

Ticker% Reduced
netflix inc.-65.47
mastercard incorporated-64.09
select sector spdr tr-60.7
ishares tr-45.22
salesforce inc-43.75
hims & hers health inc-43.43
lockheed martin corp-37.52
palo alto networks inc-25.82
MEANS INVESTMENT CO., INC. reduced stake in above stock

Sold off

Ticker$ Sold
draftkings inc new-252,031
ishares tr-286,662
invesco exchange traded fd t-175,229
constellation energy corp-208,970
MEANS INVESTMENT CO., INC. got rid off the above stocks

Sector Distribution

MEANS INVESTMENT CO., INC. has about 59.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Energy
Sector%
Others59.9
Technology19
Consumer Cyclical5.1
Financial Services5
Communication Services4.6
Healthcare2.3
Consumer Defensive1.6
Energy1.1

Market Cap. Distribution

MEANS INVESTMENT CO., INC. has about 39.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED59.9
MEGA-CAP34.4
LARGE-CAP5.3

Stocks belong to which Index?

About 38.4% of the stocks held by MEANS INVESTMENT CO., INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others61.3
S&P 50038.4
Top 5 Winners (%)%
MU
micron technology inc
233.4 %
AMAT
applied matls inc
110.6 %
LRCX
lam research corp
101.6 %
PANW
palo alto networks inc
98.2 %
CRWD
crowdstrike hldgs inc
95.0 %
Top 5 Winners ($)$
VB
vanguard index fds
30.7 M
LRCX
lam research corp
12.3 M
VEU
vanguard intl equity index f
10.9 M
CSD
invesco exchange traded fd t
10.7 M
AAPL
apple inc
10.5 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
EDV
vanguard world fd
-65.7 %
MSTR
strategy inc
-29.7 %
T
at&t inc
-28.6 %
NOC
northrop grumman corp
-23.6 %
Top 5 Losers ($)$
EDV
vanguard world fd
-79.2 M
fidelity wise origin bitcoin
-2.8 M
PLTR
palantir technologies inc
-2.5 M
VB
vanguard index fds
-2.1 M
CVX
chevron corporation
-1.7 M

MEANS INVESTMENT CO., INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MEANS INVESTMENT CO., INC.

MEANS INVESTMENT CO., INC. has 198 stocks in it's portfolio. About 59.7% of the portfolio is in top 10 stocks. EDV proved to be the most loss making stock for the portfolio. VB was the most profitable stock for MEANS INVESTMENT CO., INC. last quarter.

$1.32BTotal Value
202Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of MEANS INVESTMENT CO., INC., last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MEANS INVESTMENT CO., INC.'s holding in Ishares Tr over time
2.97%407,204
$39.32M
2.97%
decreased 5.83 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MEANS INVESTMENT CO., INC.'s holding in Ishares Tr over time
0.3%80,072
$3.96M
0.3%
decreased 9.93 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MEANS INVESTMENT CO., INC.'s holding in Ishares Tr over time
0.04%2,304
$558.4K
0.04%
increased 0.92 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MEANS INVESTMENT CO., INC.'s holding in Ishares Tr over time
0.03%4,109
$403.9K
0.03%
increased 0.02 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MEANS INVESTMENT CO., INC.'s holding in Ishares Tr over time
0.03%3,236
$327.6K
0.03%
increased 0.37 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MEANS INVESTMENT CO., INC.'s holding in Ishares Tr over time
0.02%1,841
$229.0K
0.02%
increased 0.77 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
MEANS INVESTMENT CO., INC.'s holding in American Centy Etf Tr over time
3.63%385,249
$48.06M
3.63%
decreased 2.23 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
MEANS INVESTMENT CO., INC.'s holding in Vaneck Etf Trust over time
1.04%21,094
$13.84M
1.04%
increased 17.34 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
MEANS INVESTMENT CO., INC.'s holding in Global X Fds over time
0.02%4,539
$267.4K
0.02%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
MEANS INVESTMENT CO., INC.'s holding in Ishares Tr over time
0.02%2,410
$220.8K
0.02%
new position
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
MEANS INVESTMENT CO., INC.'s holding in Wisdomtree Tr over time
0.05%10,572
$716.7K
0.05%
decreased 3.14 percentreduced
ALCC
Oklo Inc

Oklo Inc

ALCC
MEANS INVESTMENT CO., INC.'s holding in Oklo Inc over time
0.02%5,700
$298.3K
0.02%
increased 1.79 percentadded