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

About Means Investment Co., Inc.

Investment Activity

Means Investment Co., Inc. has $941.67 million in total holdings as of March 31, 2025.
Means Investment Co., Inc. owns shares of 191 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 23.34% of the portfolio was purchased this quarter.
About 21.18% of the portfolio was sold this quarter.
This quarter, Means Investment Co., Inc. has purchased 205 new stocks and bought additional shares in 42 stocks.
Means Investment Co., Inc. sold shares of 134 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $151,346,348
Apple: $71,410,628
Vanguard FTSE All-World ex-US ETF: $68,888,832
Invesco S&P 500 Top 50 ETF: $58,338,202
Microsoft: $37,622,973

Largest New Holdings this Quarter

126650100 - CVS Health: $282,960 Holding
988498101 - Yum! Brands: $270,641 Holding
416515104 - The Hartford Financial Services Group: $222,601 Holding
891160509 - Toronto-Dominion Bank: $212,608 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 154,659 shares (about $79.48M)
Invesco S&P 500 Top 50 ETF: 1,163,956 shares (about $53.57M)
Vanguard FTSE All-World ex-US ETF: 373,832 shares (about $22.68M)
Avantis U.S. Small Cap Value ETF: 207,756 shares (about $18.11M)
iShares Morningstar Mid-Cap ETF: 145,367 shares (about $10.77M)

Largest Sales this Quarter

Vanguard Mega Cap Growth ETF: 152,216 shares (about $47.02M)
Vanguard Mega Cap Value ETF: 333,814 shares (about $43.01M)
Apple: 44,563 shares (about $9.90M)
Amazon.com: 42,146 shares (about $8.02M)
Meta Platforms: 10,255 shares (about $5.91M)

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	$151,346,348	$79,480,729 ▲	110.6%	294,500	16.1%	ETF
AAPL Apple	$71,410,628	$9,898,787 ▼	-12.2%	321,481	7.6%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$68,888,832	$22,676,649 ▲	49.1%	1,135,655	7.3%	ETF
XLG Invesco S&P 500 Top 50 ETF	$58,338,202	$53,565,239 ▲	1,122.3%	1,267,671	6.2%	ETF
MSFT Microsoft	$37,622,973	$2,034,983 ▼	-5.1%	100,224	4.0%	Computer and Technology
AMZN Amazon.com	$37,302,623	$8,018,710 ▼	-17.7%	196,061	4.0%	Retail/Wholesale
MGK Vanguard Mega Cap Growth ETF	$34,022,168	$47,016,426 ▼	-58.0%	110,147	3.6%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$30,300,356	$18,110,077 ▲	148.6%	347,601	3.2%	ETF
NVDA NVIDIA	$29,252,652	$2,776,373 ▲	10.5%	269,908	3.1%	Computer and Technology
XLRE Real Estate Select Sector SPDR Fund	$24,546,321	$5,810,161 ▲	31.0%	586,531	2.6%	ETF
IMCB iShares Morningstar Mid-Cap ETF	$22,441,755	$10,769,230 ▲	92.3%	302,927	2.4%	ETF
MGV Vanguard Mega Cap Value ETF	$22,244,979	$43,008,557 ▼	-65.9%	172,656	2.4%	ETF
J P MORGAN EXCHANGE TRADED F	$19,161,747	$571,807 ▲	3.1%	358,030	2.0%	ACTIVE BOND ETF
META Meta Platforms	$18,402,087	$5,910,593 ▼	-24.3%	31,928	2.0%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$15,649,484	$8,696,786 ▲	125.1%	107,181	1.7%	ETF
JPM JPMorgan Chase & Co.	$15,529,012	$4,394,318 ▼	-22.1%	63,306	1.6%	Finance
GOOG Alphabet	$14,814,184	$3,852,160 ▼	-20.6%	94,823	1.6%	Computer and Technology
BRK.B Berkshire Hathaway	$10,543,178	$4,515,309 ▼	-30.0%	19,796	1.1%	Finance
WRB W. R. Berkley	$8,998,974		0.0%	126,461	1.0%	Finance
XLF Financial Select Sector SPDR Fund	$8,505,354	$7,515,879 ▲	759.6%	170,756	0.9%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$7,829,537	$110,966 ▲	1.4%	14,676	0.8%	ETF
PALANTIR TECHNOLOGIES INC	$7,137,428	$960,046 ▼	-11.9%	84,567	0.8%	CL A
CVX Chevron	$7,006,992	$2,154,711 ▼	-23.5%	41,885	0.7%	Energy
IHI iShares U.S. Medical Devices ETF	$6,486,538	$2,625,300 ▼	-28.8%	107,768	0.7%	ETF
V Visa	$6,124,533	$2,440,561 ▼	-28.5%	17,476	0.7%	Business Services
TSLA Tesla	$5,983,825	$1,638,691 ▲	37.7%	23,089	0.6%	Auto/Tires/Trucks
VYM Vanguard High Dividend Yield ETF	$5,921,864	$2,282,213 ▼	-27.8%	45,920	0.6%	ETF
CRM Salesforce	$5,752,837	$5,452,542 ▼	-48.7%	21,437	0.6%	Computer and Technology
ABBV AbbVie	$5,621,802	$177,462 ▼	-3.1%	26,832	0.6%	Medical
BAC Bank of America	$5,247,053	$725,477 ▼	-12.1%	125,738	0.6%	Finance
PM Philip Morris International	$5,102,336	$97,142 ▼	-1.9%	32,145	0.5%	Consumer Staples
ORCL Oracle	$4,753,840	$169,590 ▼	-3.4%	34,002	0.5%	Computer and Technology
LAM RESEARCH CORP	$4,612,480	$5,034,942 ▼	-52.2%	63,445	0.5%	COM NEW
WMT Walmart	$4,553,326	$1,535,977 ▼	-25.2%	51,866	0.5%	Retail/Wholesale
XBI SPDR S&P Biotech ETF	$4,271,176	$4,388,040 ▼	-50.7%	52,666	0.5%	ETF
PG Procter & Gamble	$4,046,585	$189,505 ▼	-4.5%	23,745	0.4%	Consumer Staples
ABT Abbott Laboratories	$4,001,043	$300,324 ▼	-7.0%	30,162	0.4%	Medical
SMH VanEck Semiconductor ETF	$3,989,624	$112,714 ▼	-2.7%	18,866	0.4%	Manufacturing
LLY Eli Lilly and Company	$3,986,345	$1,326,304 ▲	49.9%	4,827	0.4%	Medical
JNJ Johnson & Johnson	$3,972,836	$412,275 ▼	-9.4%	23,956	0.4%	Medical
XOM Exxon Mobil	$3,788,989	$1,306,208 ▲	52.6%	31,859	0.4%	Energy
SCHW Charles Schwab	$3,675,849	$4,759,472 ▼	-56.4%	46,958	0.4%	Finance
UNH UnitedHealth Group	$3,308,013	$761,534 ▲	29.9%	6,316	0.4%	Medical
UBER Uber Technologies	$3,214,087	$3,917,553 ▼	-54.9%	44,113	0.3%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$3,202,295	$794,303 ▼	-19.9%	56,043	0.3%	ETF
GOOGL Alphabet	$3,196,678	$206,133 ▲	6.9%	20,672	0.3%	Computer and Technology
MCD McDonald's	$3,042,834	$645,989 ▼	-17.5%	9,741	0.3%	Retail/Wholesale
AVGO Broadcom	$2,906,695	$1,733,034 ▲	147.7%	17,361	0.3%	Computer and Technology
PDI PIMCO Dynamic Income Fund	$2,835,732	$1,438,210 ▼	-33.7%	143,219	0.3%	Financial Services
GS The Goldman Sachs Group	$2,765,683	$1,490,727 ▼	-35.0%	5,063	0.3%	Finance
TJX TJX Companies	$2,661,593	$277,828 ▼	-9.5%	21,852	0.3%	Retail/Wholesale
MRK Merck & Co., Inc.	$2,636,737	$113,997 ▼	-4.1%	29,375	0.3%	Medical
BABA Alibaba Group	$2,336,848	$516,082 ▼	-18.1%	17,673	0.2%	Retail/Wholesale
BX Blackstone	$2,308,710	$603,141 ▼	-20.7%	16,517	0.2%	Finance
IJR iShares Core S&P Small-Cap ETF	$2,125,718	$2,273,268 ▼	-51.7%	20,328	0.2%	ETF
RTX RTX	$1,950,492	$33,910 ▼	-1.7%	14,725	0.2%	Aerospace
SBUX Starbucks	$1,943,849	$394,224 ▼	-16.9%	19,817	0.2%	Retail/Wholesale
IBM International Business Machines	$1,935,854	$110,407 ▼	-5.4%	7,785	0.2%	Computer and Technology
MA Mastercard	$1,894,399	$889,096 ▲	88.4%	3,456	0.2%	Business Services
SPY SPDR S&P 500 ETF Trust	$1,852,336	$487,280 ▼	-20.8%	3,311	0.2%	Finance
CAC Camden National	$1,813,775	$29,664 ▼	-1.6%	44,818	0.2%	Finance
PEP PepsiCo	$1,805,259	$169,281 ▲	10.3%	12,040	0.2%	Consumer Staples
HD Home Depot	$1,703,526	$214,407 ▼	-11.2%	4,648	0.2%	Retail/Wholesale
MO Altria Group	$1,629,708	$140,926 ▼	-8.0%	27,153	0.2%	Consumer Staples
NOW ServiceNow	$1,582,569	$441,018 ▼	-21.8%	1,988	0.2%	Computer and Technology
BMY Bristol-Myers Squibb	$1,543,375	$276,899 ▼	-15.2%	25,305	0.2%	Medical
MDLZ Mondelez International	$1,525,616	$479,567 ▼	-23.9%	22,485	0.2%	Consumer Staples
DIS Walt Disney	$1,492,929	$280,998 ▼	-15.8%	15,126	0.2%	Consumer Discretionary
NEE NextEra Energy	$1,436,883	$51,254 ▼	-3.4%	20,269	0.2%	Utilities
MTB M&T Bank	$1,394,220	$656,356 ▲	89.0%	7,800	0.1%	Finance
EMXC iShares MSCI Emerging Markets ex China ETF	$1,364,554	$3,188,220 ▼	-70.0%	24,770	0.1%	Manufacturing
SHOP Shopify	$1,356,110	$2,673 ▲	0.2%	14,203	0.1%	Computer and Technology
CRWD CrowdStrike	$1,325,742	$128,696 ▼	-8.8%	3,760	0.1%	Computer and Technology
CSCO Cisco Systems	$1,317,442	$244,988 ▼	-15.7%	21,349	0.1%	Computer and Technology
DE Deere & Company	$1,308,610	$170,852 ▼	-11.5%	2,788	0.1%	Industrials
IVV iShares Core S&P 500 ETF	$1,257,095	$50,576 ▼	-3.9%	2,237	0.1%	ETF
KO Coca-Cola	$1,245,007	$107,427 ▼	-7.9%	17,384	0.1%	Consumer Staples
NFLX Netflix	$1,242,548	$267,726 ▼	-17.7%	1,332	0.1%	Consumer Discretionary
NOC Northrop Grumman	$1,197,722	$1,045,638 ▼	-46.6%	2,339	0.1%	Aerospace
IBB iShares Biotechnology ETF	$1,192,412	$127,516 ▼	-9.7%	9,323	0.1%	Finance
BLACKROCK INC	$1,189,524	$840,332 ▼	-41.4%	1,257	0.1%	COM
NUE Nucor	$1,136,531	$120 ▲	0.0%	9,444	0.1%	Basic Materials
HIMS Hims & Hers Health	$1,117,837	$360,832 ▼	-24.4%	37,829	0.1%	Medical
NVO Novo Nordisk A/S	$1,112,183	$2,369,639 ▼	-68.1%	16,016	0.1%	Medical
ADBE Adobe	$1,016,738		0.0%	2,651	0.1%	Computer and Technology
VT Vanguard Total World Stock ETF	$997,456	$708,609 ▼	-41.5%	8,602	0.1%	ETF
PANW Palo Alto Networks	$991,477	$42,492 ▼	-4.1%	5,810	0.1%	Computer and Technology
PFE Pfizer	$939,247	$707,159 ▼	-43.0%	37,066	0.1%	Medical
QQQ Invesco QQQ	$926,374	$172,054 ▼	-15.7%	1,976	0.1%	Finance
XHB SPDR S&P Homebuilders ETF	$922,807	$258,828 ▼	-21.9%	9,523	0.1%	ETF
MSTR Strategy	$916,174	$5,477 ▲	0.6%	3,178	0.1%	Computer and Technology
SO Southern	$905,935	$380,599 ▼	-29.6%	9,852	0.1%	Utilities
IDXX IDEXX Laboratories	$890,886	$509,498 ▼	-36.4%	2,121	0.1%	Medical
QCOM QUALCOMM	$869,733	$227,187 ▼	-20.7%	5,662	0.1%	Computer and Technology
ETN Eaton	$851,823	$32,072 ▼	-3.6%	3,134	0.1%	Industrials
VZ Verizon Communications	$825,946	$36,832 ▼	-4.3%	18,209	0.1%	Computer and Technology
PRU Prudential Financial	$800,314	$532,612 ▼	-40.0%	7,166	0.1%	Finance
CARR Carrier Global	$799,925	$18,513 ▼	-2.3%	12,617	0.1%	Computer and Technology
BRK.A Berkshire Hathaway	$798,442		0.0%	1	0.1%	Finance
NVS Novartis	$787,732	$26,756 ▼	-3.3%	7,066	0.1%	Medical

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

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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