13F Insight
DOSSIER · 13F-HR · Q1 2026

MEANS INVESTMENT CO., INC.

$1.1B in tracked AUM across 215 positions as of Q1 2026.

MI
CIK 0000701516 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
215
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$632M▲ 11.0%
196 positionsLocked
Showing 12 of 30