MEANS INVESTMENT CO., INC.

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Institutional

CIK 0000701516

$1.15B

Reported AUM

193

Positions

Q1 2026

Period

2026-04-24

Filed

Editorial summary

Summary for MEANS INVESTMENT CO., INC. · Q1 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	VOO	VANGUARD INDEX FDS	$676.22	0.83%	18.74%	73.44%	$204.9M	17.85%	—	HELD
2	VEU	VANGUARD INTL EQUITY INDEX F	$82.03	1.73%	28.29%	52.44%	$95.0M	8.27%	—	HELD
3	XLG	INVESCO EXCHANGE TRADED FD T	$59.54	1.53%	14.45%	80.53%	$85.3M	7.43%	—	HELD
4	AAPL	APPLE INC	$333.11	-1.50%	67.77%	128.17%	$75.4M	6.57%	—	HELD
5	NVDA	NVIDIA CORPORATION	$192.21	1.16%	9.52%	751.61%	$45.8M	3.99%	—	HELD
6	AVUV	AMERICAN CENTY ETF TR	$125.56	0.35%	40.57%	80.30%	$43.5M	3.79%	—	HELD
7	AMZN	AMAZON COM INC	$233.09	2.84%	5.54%	30.60%	$39.9M	3.48%	—	HELD
8	MSFT	MICROSOFT CORP	$435.17	11.43%	-24.89%	34.54%	$38.7M	3.37%	—	HELD
9	IMCB	ISHARES TR	$96.46	-0.41%	22.59%	49.92%	$36.1M	3.14%	—	HELD
10	MGK	VANGUARD WORLD FD	$84.43	1.59%	12.17%	71.32%	$35.2M	3.07%	—	HELD
11	GOOG	ALPHABET INC	$334.00	-0.52%	77.27%	132.86%	$24.6M	2.15%	—	HELD
12	XLV	SELECT SECTOR SPDR TR	$162.97	-1.97%	28.99%	33.33%	$23.7M	2.06%	—	HELD
13	JBND	J P MORGAN EXCHANGE TRADED F	$52.84	0.09%	2.59%	15.67%	$23.2M	2.02%	—	HELD
14	MGV	VANGUARD WORLD FD	$162.62	0.00%	28.26%	78.47%	$19.8M	1.73%	—	HELD
15	JPM	JPMORGAN CHASE & CO	$348.31	1.04%	21.40%	144.23%	$19.2M	1.67%	—	HELD
16	META	META PLATFORMS INC	$532.52	-9.07%	-21.66%	55.72%	$18.1M	1.58%	—	HELD
17	FBTC	FIDELITY WISE ORIGIN BITCOIN	$56.33	1.88%	-43.80%	2.06%	$17.6M	1.54%	—	HELD
18	PLTR	PALANTIR TECHNOLOGIES INC	$121.01	-1.62%	-20.27%	366.97%	$12.3M	1.07%	—	HELD
19	LRCX	LAM RESEARCH CORP	$303.44	20.25%	163.30%	339.52%	$12.1M	1.05%	—	HELD
20	XLF	SELECT SECTOR SPDR TR	$56.83	0.26%	12.30%	61.42%	$11.2M	0.97%	—	HELD
21	TSLA	TESLA INC	$302.46	1.39%	-1.42%	21.64%	$10.1M	0.88%	—	HELD
22	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$9.8M	0.85%	—	HELD
23	CVX	CHEVRON CORPORATION	$189.91	-1.02%	31.24%	138.73%	$8.5M	0.74%	—	HELD
24	AVGO	BROADCOM INC	$379.11	2.37%	31.81%	734.42%	$8.5M	0.74%	—	HELD
25	WRB	BERKLEY W R CORP	$74.00	-2.18%	9.99%	149.49%	$8.4M	0.73%	—	HELD
26	SMH	VANECK ETF TRUST	$527.49	4.62%	78.13%	283.76%	$6.9M	0.60%	—	HELD
27	BAC	BANK AMERICA CORP	$61.56	0.80%	37.29%	66.09%	$5.7M	0.50%	—	HELD
28	XOM	EXXON MOBIL CORP	$155.24	-0.96%	47.33%	239.93%	$5.6M	0.49%	—	HELD
29	VYM	VANGUARD WHITEHALL FDS	$161.43	-0.15%	24.05%	73.00%	$5.6M	0.48%	—	HELD
30	WMT	WALMART INC	$112.44	-1.55%	16.94%	145.72%	$5.5M	0.48%	—	HELD
31	V	VISA INC	$365.00	-1.01%	—	—	$5.5M	0.48%	—	HELD
32	GOOGL	ALPHABET INC	$335.21	-0.45%	—	—	$5.4M	0.47%	—	HELD
33	PYLD	PIMCO ETF TR	$26.19	0.17%	—	—	$5.4M	0.47%	—	HELD
34	JNJ	JOHNSON & JOHNSON	$258.72	-2.56%	—	—	$5.3M	0.46%	—	HELD
35	ABBV	ABBVIE INC	$257.17	-2.33%	—	—	$5.1M	0.44%	—	HELD
36	PM	PHILIP MORRIS INTL INC	$195.15	-1.66%	—	—	$5.1M	0.44%	—	HELD
37	ORCL	ORACLE CORP	$122.03	3.64%	—	—	$5.0M	0.44%	—	HELD
38	IHI	ISHARES TR	$52.78	-0.98%	—	—	$4.7M	0.41%	—	HELD
39	LLY	ELI LILLY & CO	$1210.02	-0.87%	—	—	$4.2M	0.37%	—	HELD
40	PG	PROCTER & GAMBLE CO	$144.20	-1.30%	—	—	$3.8M	0.33%	—	HELD
41	SCHW	SCHWAB CHARLES CORP	$104.04	-0.41%	—	—	$3.8M	0.33%	—	HELD
42	GS	GOLDMAN SACHS GROUP INC	$1008.00	2.78%	—	—	$3.6M	0.32%	—	HELD
43	TJX	TJX COS INC NEW	$159.29	-1.45%	—	—	$3.4M	0.30%	—	HELD
44	MRK	MERCK & CO INC	$127.67	-2.06%	—	—	$3.4M	0.29%	—	HELD
45	MDY	STATE STR SPDR S&P MIDCAP 40	$686.78	0.83%	—	—	$3.3M	0.29%	—	HELD
46	NFLX	NETFLIX INC.	$71.16	-3.35%	—	—	$3.1M	0.27%	—	HELD
47	RTX	RTX CORPORATION	$212.94	-1.07%	—	—	$3.1M	0.27%	—	HELD
48	UBER	UBER TECHNOLOGIES INC	$69.67	-2.15%	—	—	$3.0M	0.26%	—	HELD
49	CRM	SALESFORCE INC	$182.01	-3.38%	—	—	$3.0M	0.26%	—	HELD
50	ABT	ABBOTT LABORATORIES	$105.50	-2.31%	—	—	$2.9M	0.25%	—	HELD
51	MCD	MCDONALDS CORP	$271.05	-0.17%	—	—	$2.8M	0.24%	—	HELD
52	OEF	ISHARES TR	$361.27	0.84%	—	—	$2.7M	0.23%	—	HELD
53	MA	MASTERCARD INCORPORATED	$578.95	2.77%	—	—	$2.1M	0.19%	—	HELD
54	IJR	ISHARES TR	$145.70	0.96%	—	—	$2.1M	0.18%	—	HELD
55	PDI	PIMCO DYNAMIC INCOME FD	$16.06	0.85%	—	—	$2.0M	0.18%	—	HELD
56	CAC	CAMDEN NATL CORP	$58.43	-0.09%	—	—	$2.0M	0.18%	—	HELD
57	IBM	INTERNATIONAL BUSINESS MACHS	$222.71	-1.65%	—	—	$2.0M	0.17%	—	HELD
58	SPY	STATE STR SPDR S&P 500 ETF T	$735.40	0.81%	—	—	$2.0M	0.17%	—	HELD
59	BX	BLACKSTONE INC	$129.84	0.34%	—	—	$1.9M	0.17%	—	HELD
60	JEPI	J P MORGAN EXCHANGE TRADED F	$57.21	0.51%	—	—	$1.9M	0.17%	—	HELD
61	BABA	ALIBABA GROUP HLDG LTD	$113.50	-1.33%	—	—	$1.9M	0.17%	—	HELD
62	CCJ	CAMECO CORP	$86.46	2.23%	—	—	$1.8M	0.16%	—	HELD
63	NEE	NEXTERA ENERGY INC	$88.96	0.56%	—	—	$1.8M	0.16%	—	HELD
64	MO	ALTRIA GROUP INC	$68.89	-8.05%	—	—	$1.8M	0.15%	—	HELD
65	CSCO	CISCO SYS INC	$111.87	-0.54%	—	—	$1.7M	0.15%	—	HELD
66	NUE	NUCOR CORP	$257.21	0.46%	—	—	$1.6M	0.14%	—	HELD
67	PEP	PEPSICO INC	$141.70	-1.25%	—	—	$1.6M	0.14%	—	HELD
68	SHOP	SHOPIFY INC	$124.93	-3.28%	—	—	$1.5M	0.13%	—	HELD
69	HD	HOME DEPOT INC	$335.69	-0.76%	—	—	$1.5M	0.13%	—	HELD
70	CAT	CATERPILLAR INC	$808.80	3.33%	—	—	$1.5M	0.13%	—	HELD
71	MTB	M & T BK CORP	$250.33	-0.90%	—	—	$1.5M	0.13%	—	HELD
72	SBUX	STARBUCKS CORP	$105.75	1.54%	—	—	$1.4M	0.12%	—	HELD
73	QQQ	INVESCO QQQ TR	$674.29	1.90%	—	—	$1.4M	0.12%	—	HELD
74	MU	MICRON TECHNOLOGY INC	$791.93	7.16%	—	—	$1.4M	0.12%	—	HELD
75	ADX	ADAMS DIVERSIFIED EQUITY FD	$25.01	1.78%	—	—	$1.4M	0.12%	—	HELD
76	KO	COCA COLA CO	$87.89	-1.33%	—	—	$1.3M	0.12%	—	HELD
77	CRWD	CROWDSTRIKE HLDGS INC	$181.17	1.00%	—	—	$1.3M	0.12%	—	HELD
78	IVV	ISHARES TR	$739.09	0.81%	—	—	$1.3M	0.12%	—	HELD
79	NOC	NORTHROP GRUMMAN CORP	$531.20	-0.72%	—	—	$1.2M	0.11%	—	HELD
80	EMXC	ISHARES INC	$89.42	2.95%	—	—	$1.2M	0.10%	—	HELD
81	ETN	EATON CORP PLC	$382.25	5.63%	—	—	$1.1M	0.09%	—	HELD
82	BMY	BRISTOL-MYERS SQUIBB CO	$62.74	-0.56%	—	—	$1.1M	0.09%	—	HELD
83	MDLZ	MONDELEZ INTL INC	$63.30	-2.60%	—	—	$1.0M	0.09%	—	HELD
84	IDXX	IDEXX LABS INC	$561.33	-1.48%	—	—	$1.0M	0.09%	—	HELD
85	DIS	DISNEY WALT CO	$98.48	-0.41%	—	—	$998K	0.09%	—	HELD
86	NVS	NOVARTIS AG	$156.69	-1.35%	—	—	$986K	0.09%	—	HELD
87	VT	VANGUARD INTL EQUITY INDEX F	$153.94	1.13%	—	—	$976K	0.09%	—	HELD
88	IBB	ISHARES TR	$186.32	-1.17%	—	—	$944K	0.08%	—	HELD
89	VZ	VERIZON COMMUNICATIONS INC	$46.67	-1.16%	—	—	$938K	0.08%	—	HELD
90	BLK	BLACKROCK INC	$1079.40	0.02%	—	—	$937K	0.08%	—	HELD
91	COP	CONOCOPHILLIPS	$116.88	-1.00%	—	—	$920K	0.08%	—	HELD
92	DE	DEERE & CO	$594.22	-2.74%	—	—	$900K	0.08%	—	HELD
93	VLO	VALERO ENERGY CORP	$300.99	-0.11%	—	—	$899K	0.08%	—	HELD
94	NOW	SERVICENOW INC	$112.01	-3.24%	—	—	$899K	0.08%	—	HELD
95	CRWV	COREWEAVE INC	$69.00	13.44%	—	—	$890K	0.08%	—	HELD
96	AMGN	AMGEN INC	$380.52	-1.84%	—	—	$854K	0.07%	—	HELD
97	CVS	CVS HEALTH CORP	$103.56	-2.23%	—	—	$848K	0.07%	—	HELD
98	PANW	PALO ALTO NETWORKS INC	$316.62	0.79%	—	—	$846K	0.07%	—	HELD
99	AMD	ADVANCED MICRO DEVICES INC	$461.22	7.37%	—	—	$843K	0.07%	—	HELD
100	XBI	SPDR SERIES TRUST	$147.22	-0.47%	—	—	$836K	0.07%	—	HELD
101	SOFI	SOFI TECHNOLOGIES INC	—	—	—	—	$832K	0.07%	—	HELD
102	PSX	PHILLIPS 66	—	—	—	—	$773K	0.07%	—	HELD
103	VUG	VANGUARD INDEX FDS	—	—	—	—	$760K	0.07%	—	HELD
104	CB	CHUBB LTD SWITZ	—	—	—	—	$750K	0.07%	—	HELD
105	XHB	SPDR SERIES TRUST	—	—	—	—	$746K	0.06%	—	HELD
106	SO	SOUTHERN CO	—	—	—	—	$736K	0.06%	—	HELD
107	BRK/A	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$718K	0.06%	—	HELD
108	CARR	CARRIER GLOBAL CORPORATION	—	—	—	—	$710K	0.06%	—	HELD
109	LMT	LOCKHEED MARTIN CORP	—	—	—	—	$702K	0.06%	—	HELD
110	GILD	GILEAD SCIENCES INC	—	—	—	—	$677K	0.06%	—	HELD
111	GE	GE AEROSPACE	—	—	—	—	$676K	0.06%	—	HELD
112	RSP	INVESCO EXCHANGE TRADED FD T	—	—	—	—	$655K	0.06%	—	HELD
113	B	BARRICK MNG CORP	—	—	—	—	$649K	0.06%	—	HELD
114	ADBE	ADOBE INC	—	—	—	—	$638K	0.06%	—	HELD
115	EES	WISDOMTREE TR	—	—	—	—	$634K	0.06%	—	HELD
116	XLRE	SELECT SECTOR SPDR TR	—	—	—	—	$619K	0.05%	—	HELD
117	T	AT&T INC	—	—	—	—	$610K	0.05%	—	HELD
118	PFE	PFIZER INC	—	—	—	—	$605K	0.05%	—	HELD
119	QCOM	QUALCOMM INC	—	—	—	—	$597K	0.05%	—	HELD
120	LOW	LOWES COS INC	—	—	—	—	$595K	0.05%	—	HELD
121	XLE	SELECT SECTOR SPDR TR	—	—	—	—	$578K	0.05%	—	HELD
122	MS	MORGAN STANLEY	—	—	—	—	$576K	0.05%	—	HELD
123	CSX	CSX CORP	—	—	—	—	$558K	0.05%	—	HELD
124	WMT2	WELLS FARGO & CO	—	—	—	—	$558K	0.05%	—	HELD
125	SNOW	SNOWFLAKE INC	—	—	—	—	$547K	0.05%	—	HELD
126	BHB	BAR HBR BANKSHARES	—	—	—	—	$545K	0.05%	—	HELD
127	SCHX	SCHWAB STRATEGIC TR	—	—	—	—	$501K	0.04%	—	HELD
128	ITA	ISHARES TR	—	—	—	—	$500K	0.04%	—	HELD
129	NDAQ	NASDAQ INC	—	—	—	—	$492K	0.04%	—	HELD
130	VTV	VANGUARD INDEX FDS	—	—	—	—	$491K	0.04%	—	HELD
131	FDN	FIRST TR EXCHANGE-TRADED FD	—	—	—	—	$483K	0.04%	—	HELD
132	OTIS	OTIS WORLDWIDE CORP	—	—	—	—	$474K	0.04%	—	HELD
133	UNP	UNION PAC CORP	—	—	—	—	$470K	0.04%	—	HELD
134	TT	TRANE TECHNOLOGIES PLC	—	—	—	—	$447K	0.04%	—	HELD
135	UNH	UNITEDHEALTH GROUP INC	—	—	—	—	$438K	0.04%	—	HELD
136	MPC	MARATHON PETE CORP	—	—	—	—	$437K	0.04%	—	HELD
137	STT	STATE STR CORP	—	—	—	—	$434K	0.04%	—	HELD
138	OKLO	OKLO INC	—	—	—	—	$426K	0.04%	—	HELD
139	PKW	INVESCO EXCHANGE TRADED FD T	—	—	—	—	$425K	0.04%	—	HELD
140	UNM	UNUM GROUP	—	—	—	—	$423K	0.04%	—	HELD
141	JEPQ	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$420K	0.04%	—	HELD
142	LNG	CHENIERE ENERGY INC	—	—	—	—	$413K	0.04%	—	HELD
143	GEV	GE VERNOVA INC	—	—	—	—	$409K	0.04%	—	HELD
144	MSTR	STRATEGY INC	—	—	—	—	$394K	0.03%	—	HELD
145	VB	VANGUARD INDEX FDS	—	—	—	—	$393K	0.03%	—	HELD
146	DUK	DUKE ENERGY CORP NEW	—	—	—	—	$391K	0.03%	—	HELD
147	KR	KROGER CO	—	—	—	—	$376K	0.03%	—	HELD
148	ALL	ALLSTATE CORP	—	—	—	—	$373K	0.03%	—	HELD
149	CMCSA	COMCAST CORP NEW	—	—	—	—	$369K	0.03%	—	HELD
150	MET	METLIFE INC	—	—	—	—	$357K	0.03%	—	HELD
151	LHX	L3HARRIS TECHNOLOGIES INC	—	—	—	—	$350K	0.03%	—	HELD
152	TRV	TRAVELERS COMPANIES INC	—	—	—	—	$350K	0.03%	—	HELD
153	AXP	AMERICAN EXPRESS CO	—	—	—	—	$348K	0.03%	—	HELD
154	BK	BANK NEW YORK MELLON CORP	—	—	—	—	$345K	0.03%	—	HELD
155	VIG	VANGUARD SPECIALIZED FUNDS	—	—	—	—	$338K	0.03%	—	HELD
156	PRU	PRUDENTIAL FINL INC	—	—	—	—	$336K	0.03%	—	HELD
157	IWS	ISHARES TR	—	—	—	—	$334K	0.03%	—	HELD
158	XLK	SELECT SECTOR SPDR TR	—	—	—	—	$324K	0.03%	—	HELD
159	UCO	PROSHARES TR II	—	—	—	—	$324K	0.03%	—	HELD
160	IMCG	ISHARES TR	—	—	—	—	$324K	0.03%	—	HELD
161	TD	TORONTO DOMINION BK ONT	—	—	—	—	$306K	0.03%	—	HELD
162	PJP	INVESCO EXCHANGE TRADED FD T	—	—	—	—	$305K	0.03%	—	HELD
163	ILCV	ISHARES TR	—	—	—	—	$300K	0.03%	—	HELD
164	FNLC	FIRST BANCORP INC ME	—	—	—	—	$299K	0.03%	—	HELD
165	BITO	PROSHARES TR	—	—	—	—	$294K	0.03%	—	HELD
166	HDV	ISHARES TR	—	—	—	—	$287K	0.02%	—	HELD
167	AFL	AFLAC INC	—	—	—	—	$284K	0.02%	—	HELD
168	WM	WASTE MGMT INC DEL	—	—	—	—	$270K	0.02%	—	HELD
169	YUM	YUM BRANDS INC	—	—	—	—	$269K	0.02%	—	HELD
170	EFA	ISHARES TR	—	—	—	—	$268K	0.02%	—	HELD
171	WELL	WELLTOWER INC	—	—	—	—	$265K	0.02%	—	HELD
172	AMAT	APPLIED MATLS INC	—	—	—	—	$264K	0.02%	—	HELD
173	COF	CAPITAL ONE FINL CORP	—	—	—	—	$263K	0.02%	—	HELD
174	HIMS	HIMS & HERS HEALTH INC	—	—	—	—	$263K	0.02%	—	HELD
175	BRO	BROWN & BROWN INC	—	—	—	—	$261K	0.02%	—	HELD
176	MMM	3M CO	—	—	—	—	$258K	0.02%	—	HELD
177	COST	COSTCO WHOLESALE CORPORATION	—	—	—	—	$256K	0.02%	—	HELD
178	DKNG	DRAFTKINGS INC NEW	—	—	—	—	$252K	0.02%	—	HELD
179	PAVE	GLOBAL X FDS	—	—	—	—	$231K	0.02%	—	HELD
180	CMI	CUMMINS INC	—	—	—	—	$228K	0.02%	—	HELD
181	GLW	CORNING INC	—	—	—	—	$226K	0.02%	—	HELD
182	IXUS	ISHARES TR	—	—	—	—	$222K	0.02%	—	HELD
183	XHE	SPDR SERIES TRUST	—	—	—	—	$222K	0.02%	—	HELD
184	DKS	DICKS SPORTING GOODS INC	—	—	—	—	$220K	0.02%	—	HELD
185	ZETA	ZETA GLOBAL HOLDINGS CORP	—	—	—	—	$217K	0.02%	—	HELD
186	CI	THE CIGNA GROUP	—	—	—	—	$216K	0.02%	—	HELD
187	C	CITIGROUP INC	—	—	—	—	$215K	0.02%	—	HELD
188	CEG	CONSTELLATION ENERGY CORP	—	—	—	—	$209K	0.02%	—	HELD
189	HIG	HARTFORD INSURANCE GROUP INC	—	—	—	—	$206K	0.02%	—	HELD
190	EFG	ISHARES TR	—	—	—	—	$203K	0.02%	—	HELD
191	SHW	SHERWIN WILLIAMS CO	—	—	—	—	$202K	0.02%	—	HELD
192	TXN	TEXAS INSTRS INC	—	—	—	—	$201K	0.02%	—	HELD
193	RIG	TRANSOCEAN LTD	—	—	—	—	$139K	0.01%	—	HELD

Source: SEC EDGAR · accession 0000701516-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.