Means Investment Co., Inc. Top Holdings and 13F Report (2025)

About Means Investment Co., Inc.

Investment Activity

Means Investment Co., Inc. has $1.06 billion in total holdings as of June 30, 2025.
Means Investment Co., Inc. owns shares of 190 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 3.48% of the portfolio was purchased this quarter.
About 1.79% of the portfolio was sold this quarter.
This quarter, Means Investment Co., Inc. has purchased 191 new stocks and bought additional shares in 77 stocks.
Means Investment Co., Inc. sold shares of 83 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $172,666,001
Vanguard FTSE All-World ex-US ETF: $78,404,701
Invesco S&P 500 Top 50 ETF: $70,904,345
Apple: $65,673,263
Microsoft: $50,063,638

Largest New Holdings this Quarter

464287101 - iShares S&P 100 ETF: $3,018,624 Holding
006212104 - Adams Diversified Equity Fund: $1,550,637 Holding
72201R585 - PIMCO Multi Sector Bond Active ETF: $440,352 Holding
126408103 - CSX: $420,559 Holding
020002101 - Allstate: $361,820 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 9,473 shares (about $5.38M)
Invesco S&P 500 Top 50 ETF: 93,257 shares (about $4.86M)
Health Care Select Sector SPDR Fund: 35,371 shares (about $4.77M)
iShares S&P 100 ETF: 9,918 shares (about $3.02M)
Vanguard FTSE All-World ex-US ETF: 30,734 shares (about $2.07M)

Largest Sales this Quarter

SPDR S&P Biotech ETF: 45,393 shares (about $3.76M)
Vanguard Mega Cap Growth ETF: 4,147 shares (about $1.52M)
Vanguard Mega Cap Value ETF: 9,249 shares (about $1.21M)
Novo Nordisk A/S: 10,629 shares (about $733.65K)
UnitedHealth Group: 1,995 shares (about $622.42K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$172,666,001	$5,380,955 ▲	3.2%	303,973	16.4%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$78,404,701	$2,065,940 ▲	2.7%	1,166,389	7.4%	ETF
XLG Invesco S&P 500 Top 50 ETF	$70,904,345	$4,858,689 ▲	7.4%	1,360,928	6.7%	ETF
AAPL Apple	$65,673,263	$284,981 ▼	-0.4%	320,092	6.2%	Computer and Technology
MSFT Microsoft	$50,063,638	$211,398 ▲	0.4%	100,649	4.7%	Computer and Technology
NVDA NVIDIA	$43,439,609	$796,901 ▲	1.9%	274,952	4.1%	Computer and Technology
AMZN Amazon.com	$42,835,176	$178,583 ▼	-0.4%	195,247	4.1%	Retail/Wholesale
MGK Vanguard Mega Cap Growth ETF	$38,814,098	$1,518,510 ▼	-3.8%	106,000	3.7%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$32,819,516	$1,153,053 ▲	3.6%	360,258	3.1%	ETF
IMCB iShares Morningstar Mid-Cap ETF	$25,415,763	$1,284,597 ▲	5.3%	319,053	2.4%	ETF
XLRE Real Estate Select Sector SPDR Fund	$25,063,559	$769,459 ▲	3.2%	605,108	2.4%	ETF
META Meta Platforms	$23,230,229	$335,836 ▼	-1.4%	31,473	2.2%	Computer and Technology
MGV Vanguard Mega Cap Value ETF	$21,438,971	$1,213,467 ▼	-5.4%	163,407	2.0%	ETF
J P MORGAN EXCHANGE TRADED F	$19,513,030	$326,202 ▲	1.7%	364,117	1.8%	ACTIVE BOND ETF
XLV Health Care Select Sector SPDR Fund	$19,214,609	$4,767,663 ▲	33.0%	142,552	1.8%	ETF
JPM JPMorgan Chase & Co.	$18,560,831	$207,865 ▲	1.1%	64,023	1.8%	Finance
GOOG Alphabet	$16,748,736	$71,843 ▼	-0.4%	94,418	1.6%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$11,979,363	$451,218 ▲	3.9%	87,877	1.1%	CL A
BRK.B Berkshire Hathaway	$9,795,575	$179,250 ▲	1.9%	20,165	0.9%	Finance
XLF Financial Select Sector SPDR Fund	$9,481,243	$538,731 ▲	6.0%	181,043	0.9%	ETF
WRB W.R. Berkley	$9,291,191	$73 ▲	0.0%	126,462	0.9%	Finance
TSLA Tesla	$8,402,692	$1,068,284 ▲	14.6%	26,452	0.8%	Auto/Tires/Trucks
MDY SPDR S&P MidCap 400 ETF Trust	$8,162,616	$151,254 ▼	-1.8%	14,409	0.8%	ETF
ORCL Oracle	$7,377,242	$56,625 ▼	-0.8%	33,743	0.7%	Computer and Technology
IHI iShares U.S. Medical Devices ETF	$6,416,278	$334,310 ▼	-5.0%	102,431	0.6%	ETF
CVX Chevron	$6,264,061	$266,617 ▲	4.4%	43,747	0.6%	Energy
V Visa	$6,164,781	$40,121 ▼	-0.6%	17,363	0.6%	Business Services
LAM RESEARCH CORP	$5,975,863	$199,838 ▼	-3.2%	61,392	0.6%	COM NEW
VYM Vanguard High Dividend Yield ETF	$5,859,893	$261,687 ▼	-4.3%	43,957	0.6%	ETF
PM Philip Morris International	$5,818,692	$35,880 ▼	-0.6%	31,948	0.6%	Consumer Staples
BAC Bank of America	$5,816,018	$133,916 ▼	-2.3%	122,908	0.6%	Finance
AVGO Broadcom	$5,666,084	$880,441 ▲	18.4%	20,555	0.5%	Computer and Technology
CRM Salesforce	$5,646,155	$199,613 ▼	-3.4%	20,705	0.5%	Computer and Technology
WMT Walmart	$5,074,702	$3,227 ▲	0.1%	51,899	0.5%	Retail/Wholesale
ABBV AbbVie	$4,984,024	$3,527 ▲	0.1%	26,851	0.5%	Medical
SMH VanEck Semiconductor ETF	$4,664,952	$596,540 ▼	-11.3%	16,727	0.4%	Manufacturing
PG Procter & Gamble	$4,378,687	$595,689 ▲	15.7%	27,484	0.4%	Consumer Staples
UBER Uber Technologies	$4,099,556	$16,141 ▼	-0.4%	43,940	0.4%	Computer and Technology
SCHW Charles Schwab	$4,094,341	$190,146 ▼	-4.4%	44,874	0.4%	Finance
ABT Abbott Laboratories	$4,075,121	$27,202 ▼	-0.7%	29,962	0.4%	Medical
LLY Eli Lilly and Company	$3,914,267	$151,238 ▲	4.0%	5,021	0.4%	Medical
GOOGL Alphabet	$3,577,443	$65,557 ▼	-1.8%	20,300	0.3%	Computer and Technology
JNJ Johnson & Johnson	$3,568,366	$90,886 ▼	-2.5%	23,361	0.3%	Medical
GS The Goldman Sachs Group	$3,530,903	$52,373 ▼	-1.5%	4,989	0.3%	Finance
XOM Exxon Mobil	$3,420,799	$13,583 ▼	-0.4%	31,733	0.3%	Energy
OEF iShares S&P 100 ETF	$3,018,624	$3,018,624 ▲	New Holding	9,918	0.3%	ETF
JEPI JPMorgan Equity Premium Income ETF	$2,858,648	$327,399 ▼	-10.3%	50,284	0.3%	ETF
MCD McDonald's	$2,816,386	$29,508 ▼	-1.0%	9,640	0.3%	Retail/Wholesale
PDI PIMCO Dynamic Income Fund	$2,724,117	$7,247 ▲	0.3%	143,601	0.3%	Financial Services
TJX TJX Companies	$2,655,839	$42,603 ▼	-1.6%	21,507	0.3%	Retail/Wholesale
BX Blackstone	$2,482,085	$11,517 ▲	0.5%	16,594	0.2%	Finance
IBM International Business Machines	$2,457,367	$162,429 ▲	7.1%	8,336	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$2,326,959	$1,662 ▲	0.1%	29,396	0.2%	Medical
RTX RTX	$2,125,958	$24,240 ▼	-1.1%	14,559	0.2%	Aerospace
IJR iShares Core S&P Small-Cap ETF	$2,099,423	$122,184 ▼	-5.5%	19,210	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$2,045,982		0.0%	3,311	0.2%	Finance
NOW ServiceNow	$2,043,621		0.0%	1,988	0.2%	Computer and Technology
MA Mastercard	$2,029,898	$87,670 ▲	4.5%	3,612	0.2%	Business Services
BABA Alibaba Group	$1,919,989	$84,262 ▼	-4.2%	16,930	0.2%	Retail/Wholesale
CRWD CrowdStrike	$1,899,786	$15,280 ▼	-0.8%	3,730	0.2%	Computer and Technology
NFLX Netflix	$1,888,773	$104,485 ▲	5.9%	1,410	0.2%	Consumer Discretionary
SBUX Starbucks	$1,815,220	$641 ▼	0.0%	19,810	0.2%	Retail/Wholesale
CAC Camden National	$1,803,137	$15,583 ▼	-0.9%	44,434	0.2%	Finance
HD Home Depot	$1,714,455	$10,266 ▲	0.6%	4,676	0.2%	Retail/Wholesale
HIMS Hims & Hers Health	$1,692,790	$192,967 ▼	-10.2%	33,958	0.2%	Medical
DIS Walt Disney	$1,643,219	$232,513 ▼	-12.4%	13,251	0.2%	Consumer Discretionary
SHOP Shopify	$1,607,527	$30,799 ▼	-1.9%	13,936	0.2%	Computer and Technology
MO Altria Group	$1,580,540	$11,433 ▼	-0.7%	26,958	0.1%	Consumer Staples
ADX Adams Diversified Equity Fund	$1,550,637	$1,550,637 ▲	New Holding	71,425	0.1%	Finance
PEP PepsiCo	$1,530,393	$59,420 ▼	-3.7%	11,590	0.1%	Consumer Staples
MTB M&T Bank	$1,514,446	$1,358 ▲	0.1%	7,807	0.1%	Finance
CSCO Cisco Systems	$1,461,457	$19,703 ▼	-1.3%	21,065	0.1%	Computer and Technology
QQQ Invesco QQQ	$1,451,770	$1,363,838 ▲	1,551.0%	32,624	0.1%	Finance
IVV iShares Core S&P 500 ETF	$1,422,848	$34,143 ▲	2.5%	2,292	0.1%	ETF
MDLZ Mondelez International	$1,410,843	$105,543 ▼	-7.0%	20,920	0.1%	Consumer Staples
NEE NextEra Energy	$1,380,833	$26,241 ▼	-1.9%	19,891	0.1%	Utilities
EMXC iShares MSCI Emerging Markets ex China ETF	$1,378,196	$185,755 ▼	-11.9%	21,828	0.1%	Manufacturing
DE Deere & Company	$1,360,140	$57,456 ▼	-4.1%	2,675	0.1%	Industrials
UNH UnitedHealth Group	$1,348,107	$622,419 ▼	-31.6%	4,321	0.1%	Medical
MSTR MicroStrategy	$1,289,566	$4,851 ▲	0.4%	3,190	0.1%	Computer and Technology
NUE Nucor	$1,249,540	$26,167 ▲	2.1%	9,646	0.1%	Basic Materials
KO CocaCola	$1,228,922	$990 ▼	-0.1%	17,370	0.1%	Consumer Staples
BLACKROCK INC	$1,184,133	$134,251 ▼	-10.2%	1,129	0.1%	COM
PANW Palo Alto Networks	$1,174,703	$14,326 ▼	-1.2%	5,740	0.1%	Computer and Technology
ETN Eaton	$1,129,354	$10,708 ▲	1.0%	3,164	0.1%	Industrials
IDXX IDEXX Laboratories	$1,115,807	$21,994 ▼	-1.9%	2,080	0.1%	Medical
NOC Northrop Grumman	$1,103,647	$66,009 ▼	-5.6%	2,207	0.1%	Aerospace
BMY Bristol Myers Squibb	$1,045,962	$125,399 ▼	-10.7%	22,596	0.1%	Medical
VT Vanguard Total World Stock ETF	$1,031,957	$73,509 ▼	-6.6%	8,030	0.1%	ETF
ADBE Adobe	$1,013,626	$11,993 ▼	-1.2%	2,620	0.1%	Computer and Technology
SOFI SoFi Technologies	$985,862	$105,619 ▲	12.0%	54,138	0.1%	Finance
XHB SPDR S&P Homebuilders ETF	$932,050	$6,604 ▼	-0.7%	9,456	0.1%	ETF
CARR Carrier Global	$923,435		0.0%	12,617	0.1%	Construction
SO Southern	$907,080	$2,388 ▲	0.3%	9,878	0.1%	Utilities
QCOM QUALCOMM	$898,922	$2,867 ▼	-0.3%	5,644	0.1%	Computer and Technology
SNOW Snowflake	$897,813	$149,039 ▼	-14.2%	4,012	0.1%	Computer and Technology
CAT Caterpillar	$881,747	$8,154 ▼	-0.9%	2,271	0.1%	Industrials
VZ Verizon Communications	$864,248	$76,330 ▲	9.7%	19,973	0.1%	Computer and Technology
NVS Novartis	$860,648	$5,567 ▲	0.7%	7,112	0.1%	Medical
IBB iShares Biotechnology ETF	$832,813	$346,636 ▼	-29.4%	6,583	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Means Investment Co., Inc. Top Holdings and 13F Report (2025)

About Means Investment Co., Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Means Investment Co., Inc. Top Holdings and 13F Report (2025)

About Means Investment Co., Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeans Investment Co., Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools