MEANS INVESTMENT CO., INC. 13F Holdings

CIK 0000701516 · BANGOR, ME

As of Sep 30, 2025, MEANS INVESTMENT CO., INC. reported 189 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—313,272 91.8M16.60%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEU—1,236,490$88.2M7.64%
INVESCO S&P 500 TOP 50 ETFXLG—1,396,283$80.3M6.95%
APPLE INCAAPLTechnology303,398$77.3M6.69%
MICROSOFT CORPMSFTTechnology99,607$51.6M4.47%
NVIDIA CORPNVDATechnology259,287$48.4M4.19%
AMAZON.COM INCAMZNEquity190,519$41.8M3.62%
VANGUARD WORLD FUNDMGK—98,738$39.7M3.44%
AVANTIS US SMALL CAP VALUE ETFAVUV—388,452$38.7M3.35%
ISHARES MORNINGSTAR MID-CAP ETFIMCB—411,047$34.1M2.95%
THE REAL ESTATE SELECT SECTOR SPDR FUNDXLRE—686,448$28.9M2.50%
THE HEALTH CARE SELECT SECTOR SPDR FUNDXLVEquity165,495$23.0M1.99%
META PLATFORMS INCMETACommunication Services30,327$22.3M1.93%
ALPHABET INCGOOGEquity89,618$21.8M1.89%
JPMORGAN ACTIVE BOND ETFJBND—400,011$21.7M1.88%
JPMORGAN CHASE & COJPMFinancial Services64,619$20.4M1.76%
VANGUARD MEGA CAP VALUE INDEX FUNDMGV—144,393 9.9M1.72%
PALANTIR TECHNOLOGIES INCPLTRTechnology86,750 5.8M1.37%
TESLA INCTSLAConsumer Cyclical26,595 1.8M1.02%
THE FINANCIAL SELECT SECTOR SPDR FUNDXLFEquity208,672 1.2M0.97%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services20,926 0.5M0.91%
BERKLEY W R CORPWRBFinancial Services126,463$9.7M0.84%
ORACLE CORPORCLTechnology33,852$9.5M0.82%
BROADCOM INCAVGOTechnology24,238$8.0M0.69%
LAM RESEARCH CORPLRCXTechnology59,071$7.9M0.68%