13F Insight
DOSSIER · 13F-HR · Q2 2026

MEANS INVESTMENT CO., INC.

$1.3B in tracked AUM across 209 positions as of Q2 2026.

MI
CIK 0000701516 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
209
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MEANS INVESTMENT CO., INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$237M345K17.9%02
VEU
VANGUARD INTL EQUITY INDEX F
$105M1.3M7.9%03
XLG
INVESCO EXCHANGE TRADED FD T
$99M1.6M7.5%04
AAPL
APPLE INC
$86M296K6.5%05
NVDA
NVIDIA CORPORATION
$53M263K4.0%06
AVUV
AMERICAN CENTY ETF TR
$48M385K3.6%07
AMZN
AMAZON COM INC
$45M188K3.4%08
MGK
VANGUARD WORLD FD
$41M471K3.1%09
IMCB
ISHARES TR
$39M407K3.0%10
MSFT
MICROSOFT CORP
$37M100K2.8%

Filing history

2026Q2Jun 30
$1.3B▲ 15.4%
209 positionsView →2026Q1Mar 31
$1.1B▼ 3.3%
215 positionsView →2025Q4Dec 31
$1.2B▲ 2.7%
191 positionsView →2025Q3Sep 30
$1.2B▲ 9.5%
190 positionsView →2025Q2Jun 30
$1.1B▲ 12.1%
195 positionsLocked2025Q1Mar 31
$942M▼ 2.0%
192 positionsLocked2024Q4Dec 31
$961M▲ 6.7%
206 positionsLocked2024Q3Sep 30
$900M▲ 7.6%
205 positionsLocked2024Q2Jun 30
$836M▲ 8.2%
191 positionsLocked2024Q1Mar 31
$773M▲ 11.4%
197 positionsLocked2023Q4Dec 31
$694M▲ 13.6%
195 positionsLocked2023Q3Sep 30
$611M▼ 3.3%
196 positionsLocked
Showing 12 of 31