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 $1.15B across 174 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($204.9M, 17.85%), VEU ($95.0M, 8.27%), XLG ($85.3M, 7.43%), AAPL ($75.4M, 6.57%), NVDA ($45.8M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $204.9M | 17.85% | 342,870 | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $95.0M | 8.27% | 1.3M | Trimmed |
| 3 | XLG | INVESCO EXCHANGE TRADED FD T | $85.3M | 7.43% | 1.6M | Added |
| 4 | AAPL | APPLE INC | $75.4M | 6.57% | 297,057 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $45.8M | 3.99% | 262,546 | Added |
| 6 | AVUV | AMERICAN CENTY ETF TR | $43.5M | 3.79% | 394,029 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $39.9M | 3.48% | 191,800 | Added |
| 8 | MSFT | MICROSOFT CORP | $38.7M | 3.37% | 104,601 | Added |
| 9 | IMCB | ISHARES TR | $36.1M | 3.14% | 432,405 | Added |
| 10 | MGK | VANGUARD WORLD FD | $35.2M | 3.07% | 95,771 | Trimmed |
| 11 | GOOG | ALPHABET INC | $24.6M | 2.15% | 85,868 | Trimmed |
| 12 | XLV | SELECT SECTOR SPDR TR | $23.7M | 2.06% | 161,513 | Added |
| 13 | JBND | J P MORGAN EXCHANGE TRADED F | $23.2M | 2.02% | 431,887 | Added |
| 14 | MGV | VANGUARD WORLD FD | $19.8M | 1.73% | 136,710 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $19.2M | 1.67% | 65,159 | Added |
| 16 | META | META PLATFORMS INC | $18.1M | 1.58% | 31,711 | Added |
| 17 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $17.6M | 1.54% | 298,606 | Added |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | $12.3M | 1.07% | 84,284 | Trimmed |
| 19 | LRCX | LAM RESEARCH CORP | $12.1M | 1.05% | 56,615 | Trimmed |
| 20 | XLF | SELECT SECTOR SPDR TR | $11.2M | 0.97% | 226,097 | Added |
| 21 | TSLA | TESLA INC | $10.1M | 0.88% | 27,277 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.8M | 0.85% | 20,479 | Trimmed |
| 23 | AVGO | BROADCOM INC | $8.5M | 0.74% | 27,360 | Added |
| 24 | CVX | CHEVRON CORPORATION | $8.5M | 0.74% | 41,149 | Added |
| 25 | WRB | BERKLEY W R CORP | $8.4M | 0.73% | 126,308 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31