Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MEANS INVESTMENT CO., INC. (CIK 701516) reported $1.32B across 198 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($236.6M, 17.87%), VEU ($105.2M, 7.94%), XLG ($99.5M, 7.51%), AAPL ($85.6M, 6.46%), NVDA ($52.6M, 3.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $236.6M | 17.87% | 344,538 | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $105.2M | 7.94% | 1.3M | Trimmed |
| 3 | XLG | INVESCO EXCHANGE TRADED FD T | $99.5M | 7.51% | 1.6M | Added |
| 4 | AAPL | APPLE INC | $85.6M | 6.46% | 295,766 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $52.6M | 3.97% | 262,746 | Added |
| 6 | AVUV | AMERICAN CENTY ETF TR | $48.1M | 3.63% | 385,249 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $44.8M | 3.39% | 188,114 | Trimmed |
| 8 | MGK | VANGUARD WORLD FD | $41.4M | 3.13% | 470,858 | Added |
| 9 | IMCB | ISHARES TR | $39.3M | 2.97% | 407,204 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $37.2M | 2.81% | 99,637 | Trimmed |
| 11 | GOOG | ALPHABET INC | $34.0M | 2.57% | 96,351 | Added |
| 12 | XLV | SELECT SECTOR SPDR TR | $27.1M | 2.05% | 170,810 | Added |
| 13 | JBND | J P MORGAN EXCHANGE TRADED F | $25.3M | 1.91% | 473,636 | Added |
| 14 | LRCX | LAM RESEARCH CORP | $23.9M | 1.81% | 55,238 | Trimmed |
| 15 | JPIE | J P MORGAN EXCHANGE TRADED F | $23.1M | 1.75% | 501,929 | New |
| 16 | MGV | VANGUARD WORLD FD | $21.8M | 1.65% | 133,485 | Trimmed |
| 17 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $21.2M | 1.60% | 415,000 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $21.0M | 1.59% | 64,122 | Trimmed |
| 19 | META | META PLATFORMS INC | $17.1M | 1.30% | 30,446 | Trimmed |
| 20 | SMH | VANECK ETF TRUST | $13.8M | 1.04% | 21,094 | Added |
| 21 | XLF | SELECT SECTOR SPDR TR | $12.9M | 0.98% | 241,289 | Added |
| 22 | TSLA | TESLA INC | $12.1M | 0.92% | 28,864 | Added |
| 23 | AVGO | BROADCOM INC | $10.9M | 0.82% | 28,754 | Added |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.0M | 0.76% | 20,036 | Trimmed |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | $9.9M | 0.75% | 85,148 | Added |
Source: SEC Form 13F filings · as of 2026-06-30