Q4 2025 · 13F-HR
MEANS INVESTMENT CO., INC.holdings as filed
Filed 2026-01-26 · accession 0000701516-26-000001
$1.19B
Reported value
186
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | VANGUARD INDEX FDS | $210.5M | 17.7% | 335,586 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $93.3M | 7.86% | 1,268,790 | Common | NONE |
| 46137V233 | XLG | INVESCO EXCHANGE TRADED FD T | $86.8M | 7.31% | 1,464,216 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $81.2M | 6.84% | 298,672 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $49.2M | 4.14% | 101,691 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $49.0M | 4.12% | 262,528 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $43.8M | 3.69% | 189,568 | Common | NONE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $40.4M | 3.41% | 396,604 | Common | NONE |
| 921910816 | MGK | VANGUARD WORLD FD | $39.9M | 3.36% | 96,686 | Common | NONE |
| 464288208 | IMCB | ISHARES TR | $35.4M | 2.98% | 428,013 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $27.0M | 2.28% | 86,117 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $24.5M | 2.06% | 158,157 | Common | NONE |
| 46654Q716 | JBND | J P MORGAN EXCHANGE TRADED F | $23.0M | 1.94% | 424,830 | Common | NONE |
| 315948109 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $21.1M | 1.78% | 277,199 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $20.7M | 1.75% | 31,383 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $20.4M | 1.72% | 63,237 | Common | NONE |
| 921910840 | MGV | VANGUARD WORLD FD | $19.7M | 1.66% | 139,783 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $15.0M | 1.27% | 84,577 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $11.9M | 1.01% | 26,540 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $11.8M | 0.99% | 215,577 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $10.3M | 0.87% | 20,561 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $10.0M | 0.84% | 58,411 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $8.9M | 0.75% | 25,770 | Common | NONE |
| 084423102 | WRB | BERKLEY W R CORP | $8.9M | 0.75% | 126,465 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $6.5M | 0.55% | 33,580 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $6.5M | 0.55% | 118,629 | Common | NONE |
| 92826C839 | V | VISA INC | $6.3M | 0.53% | 17,956 | Common | NONE |
| 92189F676 | SMH | VANECK ETF TRUST | $6.1M | 0.52% | 17,050 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $5.9M | 0.50% | 38,793 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $5.8M | 0.49% | 18,617 | Common | NONE |
| 464288810 | IHI | ISHARES TR | $5.8M | 0.49% | 93,165 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $5.5M | 0.47% | 38,572 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $5.5M | 0.46% | 24,030 | Common | NONE |
| 931142103 | WMT | WALMART INC | $5.3M | 0.44% | 47,343 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $5.0M | 0.42% | 31,311 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $5.0M | 0.42% | 4,666 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $4.5M | 0.38% | 21,890 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $4.2M | 0.35% | 15,730 | Common | NONE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $4.0M | 0.34% | 40,397 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $4.0M | 0.33% | 32,946 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $3.8M | 0.32% | 4,376 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $3.5M | 0.30% | 28,286 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $3.4M | 0.29% | 41,610 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $3.4M | 0.28% | 5,568 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $3.3M | 0.28% | 21,525 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $3.3M | 0.27% | 22,712 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $3.1M | 0.26% | 29,024 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $2.9M | 0.25% | 31,275 | Common | NONE |
| 464287101 | OEF | ISHARES TR | $2.9M | 0.25% | 8,492 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $2.8M | 0.24% | 9,181 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $2.7M | 0.23% | 14,921 | Common | NONE |
| 09260D107 | BX | BLACKSTONE INC | $2.6M | 0.22% | 16,761 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $2.3M | 0.20% | 4,095 | Common | NONE |
| 72201Y101 | PDI | PIMCO DYNAMIC INCOME FD | $2.3M | 0.20% | 131,452 | Common | NONE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $2.3M | 0.19% | 15,360 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $2.2M | 0.19% | 7,466 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $2.1M | 0.18% | 13,203 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.1M | 0.17% | 36,041 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $2.1M | 0.17% | 17,137 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $2.0M | 0.17% | 3,004 | Common | NONE |
| 133034108 | CAC | CAMDEN NATL CORP | $1.9M | 0.16% | 43,618 | Common | NONE |
| 72201R585 | PYLD | PIMCO ETF TR | $1.8M | 0.15% | 68,064 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $1.6M | 0.14% | 4,705 | Common | NONE |
| 670346105 | NUE | NUCOR CORP | $1.6M | 0.13% | 9,649 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $1.6M | 0.13% | 3,356 | Common | NONE |
| 02209S103 | MO | ALTRIA GROUP INC | $1.5M | 0.13% | 26,762 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $1.5M | 0.13% | 10,686 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $1.5M | 0.13% | 19,817 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.5M | 0.13% | 2,481 | Common | NONE |
| 13321L108 | CCJ | CAMECO CORP | $1.5M | 0.13% | 16,642 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $1.5M | 0.13% | 18,748 | Common | NONE |
| 55261F104 | MTB | M & T BK CORP | $1.5M | 0.12% | 7,320 | Common | NONE |
| 006212104 | ADX | ADAMS DIVERSIFIED EQUITY FD | $1.5M | 0.12% | 62,535 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $1.4M | 0.12% | 2,063 | Common | NONE |
| 855244109 | SBUX | STARBUCKS CORP | $1.4M | 0.12% | 16,772 | Common | NONE |
| 83406F102 | SOFI | SOFI TECHNOLOGIES INC | $1.4M | 0.11% | 52,108 | Common | NONE |
| 81762P102 | NOW | SERVICENOW INC | $1.3M | 0.11% | 8,579 | Common | NONE |
| 45168D104 | IDXX | IDEXX LABS INC | $1.2M | 0.11% | 1,843 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $1.2M | 0.10% | 2,153 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $1.2M | 0.10% | 10,759 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $1.2M | 0.10% | 17,430 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $1.2M | 0.10% | 4,115 | Common | NONE |
| 46434G764 | EMXC | ISHARES INC | $1.2M | 0.10% | 16,056 | Common | NONE |
| 09290D101 | BLK | BLACKROCK INC | $1.1M | 0.10% | 1,063 | Common | NONE |
| 666807102 | NOC | NORTHROP GRUMMAN CORP | $1.1M | 0.09% | 1,847 | Common | NONE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $1.0M | 0.09% | 18,980 | Common | NONE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $999,633 | 0.08% | 7,087 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $973,312 | 0.08% | 18,044 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $971,183 | 0.08% | 5,754 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $962,728 | 0.08% | 3,023 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $925,484 | 0.08% | 5,024 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $916,974 | 0.08% | 2,620 | Common | NONE |
| 66987V109 | NVS | NOVARTIS AG | $908,178 | 0.08% | 6,587 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $875,127 | 0.07% | 5,116 | Common | NONE |
| 78464A888 | XHB | SPDR SERIES TRUST | $851,885 | 0.07% | 8,274 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $843,129 | 0.07% | 1,728 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $837,034 | 0.07% | 3,816 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $835,438 | 0.07% | 3,901 | Common | NONE |
| 244199105 | DE | DEERE & CO | $816,444 | 0.07% | 1,754 | Common | NONE |
| 81369Y860 | XLRE | SELECT SECTOR SPDR TR | $787,770 | 0.07% | 19,523 | Common | NONE |
| 78464A870 | XBI | SPDR SERIES TRUST | $782,669 | 0.07% | 6,419 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $760,193 | 0.06% | 2,323 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $754,800 | 0.06% | 1 | Common | NONE |
| 842587107 | SO | SOUTHERN CO | $738,868 | 0.06% | 8,473 | Common | NONE |
| H1467J104 | CB | CHUBB LIMITED | $717,806 | 0.06% | 2,300 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $712,375 | 0.06% | 17,490 | Common | NONE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION | $666,182 | 0.06% | 12,608 | Common | NONE |
| 06849F108 | B | BARRICK MNG CORP | $657,337 | 0.06% | 15,094 | Common | NONE |
| 20825C104 | COP | CONOCOPHILLIPS | $652,027 | 0.05% | 6,965 | Common | NONE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $651,324 | 0.05% | 6,988 | Common | NONE |
| 97717W562 | EES | WISDOMTREE TR | $620,654 | 0.05% | 10,902 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $615,264 | 0.05% | 10,586 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $610,184 | 0.05% | 2,530 | Common | NONE |
| 375558103 | GILD | GILEAD SCIENCES INC | $595,686 | 0.05% | 4,853 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $585,015 | 0.05% | 3,063 | Common | NONE |
| 33733E302 | FDN | FIRST TR EXCHANGE-TRADED FD | $566,822 | 0.05% | 2,106 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $565,311 | 0.05% | 1,712 | Common | NONE |
| 631103108 | NDAQ | NASDAQ INC | $563,459 | 0.05% | 5,801 | Common | NONE |
| 91913Y100 | VLO | VALERO ENERGY CORP | $560,539 | 0.05% | 3,443 | Common | NONE |
| 066849100 | BHB | BAR HBR BANKSHARES | $552,818 | 0.05% | 17,804 | Common | NONE |
| 718546104 | PSX | PHILLIPS 66 | $538,128 | 0.05% | 4,170 | Common | NONE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $536,552 | 0.05% | 6,143 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $530,215 | 0.04% | 1,096 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $526,202 | 0.04% | 19,554 | Common | NONE |
| 433000106 | HIMS | HIMS & HERS HEALTH INC | $518,126 | 0.04% | 15,957 | Common | NONE |
| 464288760 | ITA | ISHARES TR | $490,220 | 0.04% | 2,283 | Common | NONE |
| 126408103 | CSX | CSX CORP | $467,567 | 0.04% | 12,898 | Common | NONE |
| 594972408 | MSTR | STRATEGY INC | $464,173 | 0.04% | 3,055 | Common | NONE |
| 907818108 | UNP | UNION PAC CORP | $447,818 | 0.04% | 1,936 | Common | NONE |
| 91529Y106 | UNM | UNUM GROUP | $447,174 | 0.04% | 5,770 | Common | NONE |
| 74347G440 | BITO | PROSHARES TR | $446,075 | 0.04% | 36,684 | Common | NONE |
| 857477103 | STT | STATE STR CORP | $442,566 | 0.04% | 3,430 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $436,580 | 0.04% | 1,180 | Common | NONE |
| 46137V308 | PKW | INVESCO EXCHANGE TRADED FD T | $434,527 | 0.04% | 3,235 | Common | NONE |
| 59156R108 | MET | METLIFE INC | $420,577 | 0.04% | 5,328 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $417,089 | 0.04% | 1,072 | Common | NONE |
| 744320102 | PRU | PRUDENTIAL FINL INC | $401,606 | 0.03% | 3,558 | Common | NONE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $397,645 | 0.03% | 11,539 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $386,819 | 0.03% | 1,500 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $376,823 | 0.03% | 2,617 | Common | NONE |
| 02156V109 | OKLO | OKLO INC | $373,181 | 0.03% | 5,200 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $361,830 | 0.03% | 3,087 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $350,984 | 0.03% | 1,597 | Common | NONE |
| 89417E109 | TRV | TRAVELERS COMPANIES INC | $348,084 | 0.03% | 1,200 | Common | NONE |
| 46137V662 | PJP | INVESCO EXCHANGE TRADED FD T | $343,118 | 0.03% | 3,282 | Common | NONE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $337,011 | 0.03% | 2,903 | Common | NONE |
| 115236101 | BRO | BROWN & BROWN INC | $330,900 | 0.03% | 4,152 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $328,218 | 0.03% | 1,849 | Common | NONE |
| 126650100 | CVS | CVS HEALTH CORP | $326,286 | 0.03% | 4,111 | Common | NONE |
| 464287473 | IWS | ISHARES TR | $324,579 | 0.03% | 2,301 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $322,064 | 0.03% | 12,934 | Common | NONE |
| 891160509 | TD | TORONTO DOMINION BK ONT | $321,443 | 0.03% | 3,412 | Common | NONE |
| 464288307 | IMCG | ISHARES TR | $319,836 | 0.03% | 4,006 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $315,094 | 0.03% | 10,542 | Common | NONE |
| 00206R102 | T | AT&T INC | $309,721 | 0.03% | 12,469 | Common | NONE |
| 464288109 | ILCV | ISHARES TR | $303,013 | 0.03% | 3,211 | Common | NONE |
| 46429B663 | HDV | ISHARES TR | $298,267 | 0.03% | 2,453 | Common | NONE |
| 502431109 | LHX | L3HARRIS TECHNOLOGIES INC | $297,999 | 0.03% | 1,015 | Common | NONE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $297,673 | 0.03% | 14,628 | Common | NONE |
| 001055102 | AFL | AFLAC INC | $293,767 | 0.02% | 2,664 | Common | NONE |
| 56585A102 | MPC | MARATHON PETE CORP | $289,655 | 0.02% | 1,781 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $284,512 | 0.02% | 1,777 | Common | NONE |
| 78464A581 | XHE | SPDR SERIES TRUST | $283,671 | 0.02% | 3,215 | Common | NONE |
| 31866P102 | FNLC | FIRST BANCORP INC ME | $281,400 | 0.02% | 10,643 | Common | NONE |
| 21873S108 | CRWV | COREWEAVE INC | $276,987 | 0.02% | 3,868 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $274,129 | 0.02% | 1,248 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $271,760 | 0.02% | 315 | Common | NONE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $264,186 | 0.02% | 748 | Common | NONE |
| 988498101 | YUM | YUM BRANDS INC | $261,510 | 0.02% | 1,729 | Common | NONE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $261,169 | 0.02% | 1,344 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $256,200 | 0.02% | 5,730 | Common | NONE |
| 097023105 | BA | BOEING CO | $231,450 | 0.02% | 1,066 | Common | NONE |
| 172967424 | C | CITIGROUP INC | $226,094 | 0.02% | 1,938 | Common | NONE |
| 125523100 | CI | THE CIGNA GROUP | $225,737 | 0.02% | 820 | Common | NONE |
| 253393102 | DKS | DICKS SPORTING GOODS INC | $219,204 | 0.02% | 1,107 | Common | NONE |
| 46432F834 | IXUS | ISHARES TR | $217,239 | 0.02% | 2,567 | Common | NONE |
| 37954Y673 | PAVE | GLOBAL X FDS | $216,669 | 0.02% | 4,534 | Common | NONE |
| 231021106 | CMI | CUMMINS INC | $215,502 | 0.02% | 422 | Common | NONE |
| 416515104 | HIG | HARTFORD INSURANCE GROUP INC | $209,343 | 0.02% | 1,519 | Common | NONE |
| 464288885 | EFG | ISHARES TR | $208,129 | 0.02% | 1,827 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $205,780 | 0.02% | 635 | Common | NONE |
| 30040W108 | ES | EVERSOURCE ENERGY | $202,658 | 0.02% | 3,010 | Common | NONE |
| 88080T104 | WULF | TERAWULF INC | $7,514 | 0.00% | 11,100 | CALL | NONE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $2,830 | 0.00% | 30,500 | CALL | NONE |
| 345370860 | F | FORD MTR CO | $1,800 | 0.00% | 10,000 | CALL | NONE |
| 717081103 | PFE | PFIZER INC | $1,197 | 0.00% | 14,100 | CALL | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.