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Filers›Asset Manager›MEANS INVESTMENT CO., INC.
DOSSIER · 13F-HR · Q1 2026

MEANS INVESTMENT CO., INC.

MEANS INVESTMENT's asset manager based in Chicago, IL — $1.1B in tracked AUM across 215 positions as of Q1 2026.

MI
MEANS INVESTMENT·Chicago, IL·Asset Manager
CIK 0000701516 · last filed Mar 31, 2026
Total AUM
$1.1B
▲ 8.3%
vs prior
Holdings
215
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MEANS INVESTMENT CO., INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$205M343K17.8%
02
VEU
VANGUARD INTL EQUITY INDEX F
$95M1.3M8.3%
03
XLG
INVESCO EXCHANGE TRADED FD T
$85M1.6M7.4%
04
AAPL
APPLE INC
$75M297K6.6%
05
NVDA
NVIDIA CORPORATION
$46M263K4.0%
06
AVUV
AMERICAN CENTY ETF TR
$44M394K3.8%
07
AMZN
AMAZON COM INC
$40M192K3.5%
08
MSFT
MICROSOFT CORP
$39M105K3.4%
09
IMCB
ISHARES TR
$36M432K3.1%
10
MGK
VANGUARD WORLD FD
$35M96K3.1%

Filing history

Filing history loading…
AI Agent · grounded in MEANS
haiku-4-5 · 215 positions indexed
Sector mix
  • Tech5%
  • Health Care22%
  • Cons. Disc.50%
  • Communications13%
  • Energy8%
  • Other2%
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