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13F-HR filed by MEANS INVESTMENT CO., INC.

MEANS INVESTMENT CO., INC. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 209 holding rows worth $1,324,201,207.

Accession
0000701516-26-000004
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 209 entries on the cover page, a total value of $1,324,201,207 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,324,201,207 with VALUE read as dollars as filed, 13F file number 028-19471. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM344,538$236,632,331dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS1,256,007$105,190,584dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF1,624,685$99,479,432dollars as filed
Apple Inc037833100COM295,666$85,553,909dollars as filed
NVIDIA Corp67066G104COM262,746$52,572,751dollars as filed
Avantis US Small Cap Value ETF025072877SHS385,249$48,063,634dollars as filed
Amazon.com, Inc023135106COM188,114$44,835,035dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS470,858$41,393,116dollars as filed
ISHARES TR464288208MRGSTR MD CP ETF407,204$39,319,628dollars as filed
Microsoft Corp594918104COM99,637$37,166,647dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM96,351$34,043,551dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS170,810$27,100,704dollars as filed
JPMORGAN ACTIVE BOND ETF46654Q716COM473,636$25,339,506dollars as filed
Lam Research Corporation512807306COM55,238$23,936,073dollars as filed
JPMORGAN INCOME ETF46641Q159ETF501,929$23,113,830dollars as filed
VANGUARD MORNINGSTAR MEGA CAP VALUE ETF921910840ETF133,485$21,818,109dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS415,000$21,185,733dollars as filed
JPMorgan Chase & Co46625H100COM63,922$20,923,677dollars as filed
META PLATFORMS INC CL A30303M102COM30,446$17,149,824dollars as filed
VANECK ETF TRUST92189F676COM21,094$13,835,430dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS241,289$12,935,488dollars as filed
Tesla Motors, Inc88160R101COM28,864$12,140,319dollars as filed
Broadcom Inc.11135F101COM28,554$10,786,289dollars as filed
Berkshire Hathaway Inc084670702COM20,036$10,025,791dollars as filed
Palantir Technologies Inc. Class A69608A108COM85,148$9,934,191dollars as filed
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R585ETF347,052$9,203,830dollars as filed
BERKLEY W R CORP COM084423102Stock126,494$8,921,622dollars as filed
Johnson & Johnson478160104COM28,110$7,139,115dollars as filed
Chevron Corporation166764100COM41,045$6,803,699dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM18,702$6,683,424dollars as filed
Bank of America Corp060505104COM115,647$6,589,585dollars as filed
Vanguard High Dividend Yield ETF921946406SHS37,728$5,962,210dollars as filed
Visa Inc92826C839COM17,035$5,844,491dollars as filed
AbbVie,Inc.00287Y109COM22,908$5,764,551dollars as filed
Eli Lilly and Company532457108COM4,726$5,668,156dollars as filed
Philip Morris International Inc.718172109COM30,295$5,480,586dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS7,308$5,139,874dollars as filed
Oracle Corporation68389X105COM34,439$5,047,049dollars as filed
Walmart Inc.931142103COM44,125$4,997,616dollars as filed
Advanced Micro Devices,Inc.007903107COM8,348$4,849,437dollars as filed
Micron Technology,Inc.595112103COM3,862$4,457,920dollars as filed
EXXON MOBIL CORP30231G102COM31,874$4,357,767dollars as filed
Goldman Sachs Group,Inc.38141G104COM4,289$4,338,218dollars as filed
iShares U.S. Medical Devices ETF464288810SHS80,072$3,956,340dollars as filed
Procter & Gamble Co742718109COM26,213$3,843,917dollars as filed
Merck & Co.,Inc.58933Y105COM27,981$3,595,510dollars as filed
Charles Schwab Corp808513105COM38,433$3,546,171dollars as filed
TJX Companies Inc872540109COM21,354$3,235,184dollars as filed
Raytheon Technologies Corporation75513E101COM16,411$3,113,691dollars as filed
ISHARES TR464287101S&P 100 ETF8,447$3,090,370dollars as filed
Uber Technologies90353T100COM37,335$2,694,060dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM3,398$2,593,150dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS16,682$2,474,072dollars as filed
Abbott Laboratories002824100COM27,110$2,459,940dollars as filed
Cisco Systems,Inc.17275R102COM20,144$2,366,065dollars as filed
McDonalds Corporation580135101COM8,613$2,328,268dollars as filed
CAMDEN NATIONAL CORP133034108COMMON STOCK42,941$2,328,249dollars as filed
SPY78462F103SHS3,053$2,279,587dollars as filed
Caterpillar Inc.149123101COM2,121$2,258,229dollars as filed
NUCOR CORP COM670346105Stock9,651$2,149,661dollars as filed
International Business Machines Corporation459200101COM7,584$2,132,830dollars as filed
BLACKSTONE INC09260D107COM17,004$2,000,906dollars as filed
Altria Group Inc02209S103COM26,781$1,926,900dollars as filed
PIMCO DYNAMIC INCOME FD72201Y101SHS107,978$1,803,238dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF31,644$1,787,275dollars as filed
INVESCO QQQ TR46090E103COM2,380$1,752,874dollars as filed
CAMECO CORP COM13321L108Stock16,748$1,705,928dollars as filed
M & T BK CORP COM55261F104Stock7,061$1,680,675dollars as filed
NextEra Energy,Inc.65339F101COM18,727$1,643,694dollars as filed
ADAMS DIVERSIFIED EQUITY FD006212104COM62,535$1,597,769dollars as filed
Starbucks Corporation855244109COM15,505$1,584,456dollars as filed
Home Depot, Inc437076102COM4,489$1,583,228dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,039$1,526,672dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS15,212$1,460,038dollars as filed
Coca-Cola Company191216100COM17,074$1,387,594dollars as filed
PepsiCo,Inc.713448108COM10,068$1,363,259dollars as filed
PALO ALTO NETWORKS INC697435105COM3,913$1,334,463dollars as filed
Eaton Corp. PlcG29183103COM3,131$1,334,394dollars as filed
Salesforce.com, Inc79466L302COM8,489$1,329,819dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS11,217$1,280,767dollars as filed
ISHARES INC46434G764MSCI EMRG CHN12,436$1,272,250dollars as filed
COREWEAVE INC COM CL A21873S108COM12,719$1,266,049dollars as filed
CVS Health Corporation126650100COM11,847$1,225,597dollars as filed
Vanguard Total World Stock ETF922042742SHS6,870$1,078,300dollars as filed
SPDR SER TR78464A870S&P BIOTECH6,640$1,050,767dollars as filed
Deere & Company244199105COM1,618$1,026,037dollars as filed
ISHARES TR464287556ISHARES BIOTECH5,364$1,020,202dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR6,330$992,009dollars as filed
Mondelez International,Inc. Class A609207105COM17,056$986,514dollars as filed
Bristol-Myers Squibb Company110122108COM17,080$984,136dollars as filed
IDEXX LABS INC COM45168D104Stock1,813$954,652dollars as filed
VALERO ENERGY CORP COM91913Y100Stock3,628$944,821dollars as filed
SNOWFLAKE INC COM SHS833445109Stock3,696$940,524dollars as filed
Walt Disney Co254687106COM9,648$928,611dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock51,378$921,203dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock12,488$915,973dollars as filed
Vanguard Growth922908736COM10,452$900,345dollars as filed
Amgen Inc.031162100COM2,444$884,945dollars as filed
SPDR S&P Homebuilders ETF78464A888SHS7,529$870,024dollars as filed
Qualcomm Incorporated747525103COM4,500$831,532dollars as filed
BlackRock,Inc.09290D101COM846$813,461dollars as filed
Netflix, Inc64110L106COM11,226$801,571dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock1,572$800,762dollars as filed
GE Vernova Inc.36828A101COM674$792,308dollars as filed
MasterCard, Inc57636Q104COM1,533$787,409dollars as filed
Chubb LimitedH1467J104COM2,304$784,926dollars as filed
Verizon Communications Inc92343V104COM18,508$783,641dollars as filed
ServiceNow,Inc.81762P102COM7,776$772,029dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$748,850dollars as filed
Morgan Stanley617446448COM3,520$735,891dollars as filed
ConocoPhillips20825C104COM6,969$724,471dollars as filed
WISDOMTREE TR97717W562US SMALLCAP FUND10,572$716,651dollars as filed
General Electric Company369604301COM1,887$705,084dollars as filed
PHILLIPS 66 COM718546104Stock4,118$696,113dollars as filed
Southern Company842587107COM6,828$653,523dollars as filed
CSX Corporation126408103COM13,524$642,808dollars as filed
UnitedHealth Group Inc91324P102COM1,530$636,092dollars as filed
BAR HBR BANKSHARES066849100COM16,621$627,618dollars as filed
Gilead Sciences,Inc.375558103COM4,879$616,421dollars as filed
BARRICK MNG CORP06849F108COM SHS15,957$586,091dollars as filed
STATE STR CORP COM857477103Stock3,435$582,658dollars as filed
Wells Fargo & Company949746101COM7,029$580,869dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS19,559$575,635dollars as filed
Applied Materials,Inc.038222105COM778$562,357dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS2,304$558,434dollars as filed
Lowes Companies,Inc.548661107COM2,514$554,277dollars as filed
Vanguard Value ETF922908744SHS2,515$548,055dollars as filed
Vanguard Small-Cap ETF922908751SHS1,800$545,632dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E302DJ INTERNT IDX2,028$536,783dollars as filed
Adobe Inc00724F101COM2,595$532,027dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,073$526,845dollars as filed
Union Pacific Corporation907818108COM1,917$521,528dollars as filed
UNUM GROUP COM91529Y106Stock5,818$520,151dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM7,761$476,960dollars as filed
INVESCO EXCHANGE TRADED FD T46137V308BUYBACK ACHIEV3,237$458,511dollars as filed
NASDAQ INC COM631103108Stock5,806$457,653dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,367$450,898dollars as filed
ALLSTATE CORP COM020002101Stock1,869$444,665dollars as filed
AT&T Inc00206R102COM21,073$436,216dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock6,074$434,880dollars as filed
CORNING INC219350105COM1,665$425,235dollars as filed
BANK OF NY MELLON CORP COM064058100Stock2,886$417,362dollars as filed
ISHARES MORNINGSTAR MID-CAP GROWTH ETF464288307ETF4,109$403,920dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock1,202$396,799dollars as filed
American Express Company025816109COM1,155$390,788dollars as filed
METLIFE INC COM59156R108Stock4,566$386,299dollars as filed
Duke Energy Corporation26441C204COM2,997$379,354dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock3,114$378,192dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,576$372,907dollars as filed
FIRST BANCORP INC ME31866P102COMMON STOCK10,678$371,817dollars as filed
Lockheed Martin Corporation539830109COM726$369,716dollars as filed
PRUDENTIAL FINL INC COM744320102Stock3,364$363,098dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock1,495$357,432dollars as filed
MARATHON PETE CORP COM56585A102Stock1,367$349,395dollars as filed
INVESCO EXCHANGE TRADED FD T46137V662PHARMACEUTICALS2,942$348,506dollars as filed
ISHARES TR464287465MSCI EAFE ETF3,334$346,354dollars as filed
ISHARES TR464288109MORNINGSTAR VALU3,236$327,612dollars as filed
Comcast Corp20030N101COM12,851$315,488dollars as filed
Texas Instruments Incorporated882508104COM1,044$311,228dollars as filed
AFLAC INC COM001055102Stock2,589$303,608dollars as filed
CUMMINS INC COM231021106Stock425$303,291dollars as filed
OKLO INC COM CL A02156V109Stock5,700$298,302dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock1,015$295,017dollars as filed
STRATEGY INC CL A NEW594972408Stock3,355$291,631dollars as filed
3M CO COM88579Y101Stock1,785$288,948dollars as filed
KROGER CO COM501044101Stock5,200$288,756dollars as filed
ISHARES TR46432F834COM3,016$287,805dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,571$287,725dollars as filed
Citigroup Inc.172967424COM2,014$281,911dollars as filed
YUM BRANDS INC COM988498101Stock1,735$277,287dollars as filed
GLOBAL X FDS37954Y673US INFR DEV ETF4,539$267,449dollars as filed
Real Estate Select Sector SPDR Fund81369Y860SHS5,962$262,524dollars as filed
Waste Management, Inc.94106L109COM1,175$261,818dollars as filed
BROWN & BROWN INC COM115236101Stock4,015$257,562dollars as filed
DICKS SPORTING GOODS INC COM253393102Stock1,120$254,008dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock12,851$252,901dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS4,700$249,614dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A7,166$248,458dollars as filed
PROSHARES TR74347G440BITCOIN ETF30,910$246,661dollars as filed
DIREXION SHARES ETF TRUST25459W458DAI SEM BUL ETF904$241,113dollars as filed
CAPITAL ONE FINL CORP14040H105COM1,199$240,579dollars as filed
PROSHARES TR II74347Y888CMN7,286$240,074dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF1,841$229,018dollars as filed
MARVELL TECHNOLOGY INC573874104COM767$228,519dollars as filed
ISHARES TR464287606S&P MC 400GR ETF1,934$227,191dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS1,638$223,945dollars as filed
Cigna Corporation125523100COM812$223,722dollars as filed
MGM RESORTS INTERNATIONAL552953101COM4,637$221,675dollars as filed
ISHARES TR46435G268RUSEL 2500 ETF2,410$220,808dollars as filed
Costco Wholesale Corporation22160K105COM234$218,494dollars as filed
SHERWIN WILLIAMS CO824348106COM631$217,286dollars as filed
SPDR SERIES TRUST78464A581ST STR SP HCEQ2,565$216,073dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF1,254$206,424dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS559$204,426dollars as filed
HARTFORD INSURANCE GROUP INC COM416515104Stock1,526$202,188dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL1,089$201,715dollars as filed
WELLTOWER INC COM95040Q104REIT800$181,576dollars as filedcall
Energy Select Sector SPDR Fund81369Y506SHS3,400$180,574dollars as filedcall
WELLTOWER INC COM95040Q104REIT742$168,384dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A2,300$79,741dollars as filedcall
CLEVELAND-CLIFFS INC NEW COM185899101Stock8,400$78,876dollars as filedcall
Broadcom Inc.11135F101COM200$75,550dollars as filedcall
JPMorgan Chase & Co46625H100COM200$65,466dollars as filedcall
Apple Inc037833100COM100$28,936dollars as filedcall
CLEVELAND-CLIFFS INC NEW COM185899101Stock2,651$24,893dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock1,000$17,930dollars as filedcall
SPDR SER TR78464A870S&P BIOTECH100$15,825dollars as filedcall
Netflix, Inc64110L106COM200$14,280dollars as filedcall
ServiceNow,Inc.81762P102COM100$9,928dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000701516-26-000004this filing2026-08-14acceptance time not in the bulk data set