§ 13F · FUND PROFILE
MEANS INVESTMENT CO., INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 190Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 343K | $205M | 17.8% | +2% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 1.26M | $95M | 8.3% | ±0% |
| 3 | XLG | INVESCO EXCHANGE TRADED FD T | 1.56M | $85M | 7.4% | +7% |
| 4 | AAPL | APPLE INC | 297K | $75M | 6.6% | −1% |
| 5 | NVDA | NVIDIA CORPORATION | 262K | $46M | 4.0% | ±0% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 394K | $44M | 3.8% | −1% |
| 7 | AMZN | AMAZON COM INC | 192K | $40M | 3.5% | +1% |
| 8 | MSFT | MICROSOFT CORP | 105K | $39M | 3.4% | +3% |
| 9 | IMCB | ISHARES TR | 432K | $36M | 3.1% | +1% |
| 10 | MGK | VANGUARD WORLD FD | 96K | $35M | 3.1% | −1% |
§ 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 $1.2 billion in assets. The fund runs a portfolio of 190 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed