§ 13F · FUND PROFILE
MEANS INVESTMENT CO., INC..
AUM · $1.3B (13F)Positions · 209Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 345K | $237M | 17.9% | ±0% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 1.26M | $105M | 7.9% | −1% |
| 3 | XLG | INVESCO EXCHANGE TRADED FD T | 1.62M | $99M | 7.5% | +4% |
| 4 | AAPL | APPLE INC | 296K | $86M | 6.5% | ±0% |
| 5 | NVDA | NVIDIA CORPORATION | 263K | $53M | 4.0% | ±0% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 385K | $48M | 3.6% | −2% |
| 7 | AMZN | AMAZON COM INC | 188K | $45M | 3.4% | −2% |
| 8 | MGK | VANGUARD WORLD FD | 471K | $41M | 3.1% | +392% |
| 9 | IMCB | ISHARES TR | 407K | $39M | 3.0% | −6% |
| 10 | MSFT | MICROSOFT CORP | 100K | $37M | 2.8% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MEANS SIGNAL
AC read
MEANS INVESTMENT CO., INC. is a Other fund managing $1.3 billion in assets. The fund runs a broad portfolio of 209 positions.
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