Means Investment Co., Inc.

13F filer · CIK 0000701516

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$1.32BU.S. long equity reported on 13F

Positions1493 new · 3 closed

Net flow last quarter+$3.41MBuys minus sells

Top 10 positions weight28.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026149 positions
AAPLApple Inc.	$85.6M	6.46%	0.00%	-0.5%	Q4 2018
NVDANvidia Corp	$52.6M	3.97%	0.00%	+0.4%	Q2 2020
AMZNAmazon Com Inc	$44.8M	3.39%	0.00%	-1.9%	Q4 2018
IMCBIntermountain Community Bancorp	$39.3M	2.97%	0.49%	-5.8%	Q2 2022
MSFTMicrosoft Corp	$37.2M	2.81%	0.00%	-4.8%	Q4 2018
GOOGAlphabet Inc.	$34M	2.57%	Not reported	+12.2%	Q4 2018
LRCXLam Research Corp	$23.9M	1.81%	0.00%	-2.4%	Q4 2018
FBTCFidelity Wise Origin Bitcoin Fund	$21.2M	1.60%	0.21%	+39.0%	Q4 2025
JPMJPMorgan Chase & Co	$20.9M	1.58%	0.00%	-1.9%	Q4 2018
METAMeta Platforms, Inc.	$17.1M	1.30%	Not reported	-4.0%	Q4 2018
SMHMarket Vectors ETF Trust	$13.8M	1.04%	Not reported	+17.3%	Q4 2018
TSLATesla, Inc.	$12.1M	0.92%	0.00%	+5.8%	Q4 2020
AVGOBroadcom Inc.	$10.8M	0.81%	0.00%	+8.3%	Q2 2023
BRK.BBerkshire Hathaway Inc	$10M	0.76%	Not reported	-2.2%	Q4 2018
PLTRPalantir Technologies Inc.	$9.93M	0.75%	0.00%	+1.0%	Q4 2020
WRBBerkley W R Corp	$8.92M	0.67%	0.03%	+0.2%	Q4 2018
JNJJohnson & Johnson	$7.14M	0.54%	0.00%	+29.5%	Q4 2018
CVXChevron Corp	$6.8M	0.51%	0.00%	0.0%	Q4 2018
GOOGLAlphabet Inc.	$6.68M	0.50%	0.00%	-0.4%	Q4 2018
BACBank of America Corp	$6.59M	0.50%	0.00%	-0.9%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.96M	0.45%	Not reported	+0.5%	Q3 2022
VVisa Inc.	$5.84M	0.44%	0.00%	-6.7%	Q4 2018
ABBVAbbVie Inc.	$5.76M	0.44%	0.00%	-2.2%	Q4 2018
LLYELI LILLY & Co	$5.67M	0.43%	0.00%	+3.3%	Q4 2018
PMPhilip Morris International Inc.	$5.48M	0.41%	0.00%	-0.9%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$5.14M	0.39%	Not reported	+36.1%	Q4 2020
ORCLOracle Corp	$5.05M	0.38%	0.00%	+1.2%	Q4 2018
WMTWalmart Inc.	$5M	0.38%	0.00%	-1.1%	Q4 2018
AMDAdvanced Micro Devices Inc	$4.85M	0.37%	0.00%	+122.9%	Q2 2021
MUMicron Technology Inc	$4.46M	0.34%	0.00%	-6.9%	Q4 2018
XOMExxonMobil Holdings Corp	$4.36M	0.33%	0.00%	+0.4%	Q4 2018
GSGoldman Sachs Group Inc	$4.34M	0.33%	0.00%	+0.2%	Q4 2018
PGPROCTER & GAMBLE Co	$3.84M	0.29%	0.00%	-1.2%	Q4 2018
MRKMerck & Co., Inc.	$3.6M	0.27%	0.00%	-0.2%	Q4 2018
SCHWSchwab Charles Corp	$3.55M	0.27%	0.00%	-3.8%	Q1 2023
TJXTJX Companies Inc	$3.24M	0.24%	0.00%	+0.1%	Q4 2018
RTXRTX Corp	$3.11M	0.24%	0.00%	+1.5%	Q2 2020
UBERUber Technologies, Inc	$2.69M	0.20%	0.00%	-11.2%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$2.59M	0.20%	0.00%	-1.1%	Q3 2020
ABTAbbott Laboratories	$2.46M	0.19%	0.00%	-3.5%	Q4 2018
CSCOCisco Systems, Inc.	$2.37M	0.18%	0.00%	+1.3%	Q4 2018
MCDMcdonalds Corp	$2.33M	0.18%	0.00%	-4.7%	Q4 2018
CACCamden National Corp	$2.33M	0.18%	0.25%	+0.2%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$2.28M	0.17%	Not reported	+1.4%	Q3 2019
CATCaterpillar Inc	$2.26M	0.17%	0.00%	-0.4%	Q4 2018
NUENucor Corp	$2.15M	0.16%	0.00%	0.0%	Q4 2018
IBMInternational Business Machines Corp	$2.13M	0.16%	0.00%	-7.5%	Q4 2018
BXBlackstone Inc.	$2M	0.15%	0.00%	+0.7%	Q4 2018
MOAltria Group, Inc.	$1.93M	0.15%	0.00%	+0.1%	Q4 2018
PDIPIMCO Dynamic Income Fund	$1.8M	0.14%	Not reported	-9.4%	Q4 2018

Q1 2026Reported Apr 24, 2026149 positions
AAPLApple Inc.	$75.4M	6.57%	0.00%	-0.5%	Q4 2018
NVDANvidia Corp	$45.6M	3.98%	0.00%	-0.3%	Q2 2020
AMZNAmazon Com Inc	$39.9M	3.48%	0.00%	+1.2%	Q4 2018
MSFTMicrosoft Corp	$38.7M	3.37%	0.00%	+2.9%	Q4 2018
IMCBIntermountain Community Bancorp	$36.1M	3.14%	0.52%	+1.0%	Q2 2022
GOOGAlphabet Inc.	$24.6M	2.15%	Not reported	-0.3%	Q4 2018
JPMJPMorgan Chase & Co	$19.2M	1.67%	0.00%	+3.0%	Q4 2018
METAMeta Platforms, Inc.	$18.1M	1.58%	Not reported	+1.1%	Q4 2018
FBTCFidelity Wise Origin Bitcoin Fund	$17.6M	1.54%	0.14%	+7.7%	Q4 2025
PLTRPalantir Technologies Inc.	$12.3M	1.07%	0.00%	-0.4%	Q4 2020
LRCXLam Research Corp	$12.1M	1.05%	0.00%	-3.1%	Q4 2018
TSLATesla, Inc.	$10.1M	0.88%	0.00%	+2.8%	Q4 2020
BRK.BBerkshire Hathaway Inc	$9.81M	0.85%	Not reported	-0.4%	Q4 2018
CVXChevron Corp	$8.49M	0.74%	0.00%	+5.8%	Q4 2018
WRBBerkley W R Corp	$8.37M	0.73%	0.03%	-0.1%	Q4 2018
AVGOBroadcom Inc.	$8.16M	0.71%	0.00%	+2.3%	Q2 2023
SMHMarket Vectors ETF Trust	$6.89M	0.60%	Not reported	+5.4%	Q4 2018
BACBank of America Corp	$5.69M	0.50%	0.00%	-1.6%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.56M	0.48%	Not reported	-2.6%	Q3 2022
WMTWalmart Inc.	$5.55M	0.48%	0.00%	-5.8%	Q4 2018
VVisa Inc.	$5.52M	0.48%	0.00%	+1.6%	Q4 2018
GOOGLAlphabet Inc.	$5.4M	0.47%	0.00%	+0.8%	Q4 2018
XOMExxonMobil Holdings Corp	$5.38M	0.47%	0.00%	-3.7%	Q4 2018
JNJJohnson & Johnson	$5.31M	0.46%	0.00%	-0.8%	Q4 2018
ABBVAbbVie Inc.	$5.09M	0.44%	0.00%	-2.5%	Q4 2018
PMPhilip Morris International Inc.	$5.05M	0.44%	0.00%	-2.4%	Q4 2018
ORCLOracle Corp	$5.01M	0.44%	0.00%	+1.3%	Q4 2018
LLYELI LILLY & Co	$4.21M	0.37%	0.00%	-1.9%	Q4 2018
PGPROCTER & GAMBLE Co	$3.83M	0.33%	0.00%	+16.9%	Q4 2018
SCHWSchwab Charles Corp	$3.75M	0.33%	0.00%	-1.1%	Q1 2023
GSGoldman Sachs Group Inc	$3.62M	0.32%	0.00%	-2.2%	Q4 2018
TJXTJX Companies Inc	$3.41M	0.30%	0.00%	-0.9%	Q4 2018
MRKMerck & Co., Inc.	$3.37M	0.29%	0.00%	-3.5%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$3.31M	0.29%	Not reported	-3.6%	Q4 2020
NFLXNetflix Inc	$3.13M	0.27%	0.00%	+4.0%	Q4 2018
RTXRTX Corp	$3.12M	0.27%	0.00%	+8.4%	Q2 2020
UBERUber Technologies, Inc	$3.02M	0.26%	0.00%	+1.1%	Q4 2020
ABTAbbott Laboratories	$2.89M	0.25%	0.00%	-0.6%	Q4 2018
CRMSalesforce, Inc.	$2.82M	0.25%	0.00%	-4.1%	Q4 2018
MCDMcdonalds Corp	$2.81M	0.24%	0.00%	-1.6%	Q4 2018
MAMastercard Inc	$2.13M	0.19%	0.00%	+4.3%	Q4 2018
PDIPIMCO Dynamic Income Fund	$2.04M	0.18%	Not reported	-9.3%	Q4 2018
CACCamden National Corp	$2.03M	0.18%	0.25%	-1.7%	Q4 2018
IBMInternational Business Machines Corp	$1.99M	0.17%	0.00%	+9.8%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$1.96M	0.17%	Not reported	+0.2%	Q3 2019
BXBlackstone Inc.	$1.94M	0.17%	0.00%	+0.8%	Q4 2018
BABAAlibaba Group Holding Ltd	$1.91M	0.17%	0.00%	-0.7%	Q4 2018
CCJCameco Corp	$1.84M	0.16%	0.00%	+1.9%	Q3 2025
NEENextera Energy Inc	$1.79M	0.16%	0.00%	+2.7%	Q4 2018
MOAltria Group, Inc.	$1.77M	0.15%	0.00%	0.0%	Q4 2018

Q4 2025Reported Jan 26, 2026141 positions
AAPLApple Inc.	$81.2M	6.84%	0.00%	-1.6%	Q4 2018
MSFTMicrosoft Corp	$49.2M	4.14%	0.00%	+2.1%	Q4 2018
NVDANvidia Corp	$49M	4.12%	0.00%	+1.3%	Q2 2020
AMZNAmazon Com Inc	$43.8M	3.69%	0.00%	-0.5%	Q4 2018
IMCBIntermountain Community Bancorp	$35.4M	2.98%	0.52%	+4.1%	Q2 2022
GOOGAlphabet Inc.	$27M	2.28%	Not reported	-3.9%	Q4 2018
FBTCFidelity Wise Origin Bitcoin Fund	$21.1M	1.78%	0.12%	New	Q4 2025
METAMeta Platforms, Inc.	$20.7M	1.75%	Not reported	+3.5%	Q4 2018
JPMJPMorgan Chase & Co	$20.4M	1.72%	0.00%	-2.1%	Q4 2018
PLTRPalantir Technologies Inc.	$15M	1.27%	0.00%	-2.5%	Q4 2020
TSLATesla, Inc.	$11.9M	1.01%	0.00%	-0.2%	Q4 2020
BRK.BBerkshire Hathaway Inc	$10.3M	0.87%	Not reported	-1.7%	Q4 2018
LRCXLam Research Corp	$10M	0.84%	0.00%	-1.1%	Q4 2018
AVGOBroadcom Inc.	$8.92M	0.75%	0.00%	+6.3%	Q2 2023
WRBBerkley W R Corp	$8.87M	0.75%	0.03%	0.0%	Q4 2018
ORCLOracle Corp	$6.54M	0.55%	0.00%	-0.8%	Q4 2018
BACBank of America Corp	$6.52M	0.55%	0.00%	-0.6%	Q4 2018
VVisa Inc.	$6.3M	0.53%	0.00%	+0.7%	Q4 2018
SMHMarket Vectors ETF Trust	$6.14M	0.52%	Not reported	+11.7%	Q4 2018
CVXChevron Corp	$5.91M	0.50%	0.00%	-8.7%	Q4 2018
GOOGLAlphabet Inc.	$5.83M	0.49%	0.00%	-0.1%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.54M	0.47%	Not reported	-1.1%	Q3 2022
ABBVAbbVie Inc.	$5.49M	0.46%	0.00%	-5.7%	Q4 2018
WMTWalmart Inc.	$5.27M	0.44%	0.00%	-1.1%	Q4 2018
PMPhilip Morris International Inc.	$5.02M	0.42%	0.00%	-0.9%	Q4 2018
LLYELI LILLY & Co	$5.01M	0.42%	0.00%	-10.8%	Q4 2018
JNJJohnson & Johnson	$4.53M	0.38%	0.00%	-6.8%	Q4 2018
CRMSalesforce, Inc.	$4.17M	0.35%	0.00%	-11.2%	Q4 2018
SCHWSchwab Charles Corp	$4.04M	0.34%	0.00%	-4.6%	Q1 2023
XOMExxonMobil Holdings Corp	$3.96M	0.33%	0.00%	-0.5%	Q4 2018
GSGoldman Sachs Group Inc	$3.85M	0.32%	0.00%	-1.5%	Q4 2018
ABTAbbott Laboratories	$3.54M	0.30%	0.00%	-3.2%	Q4 2018
UBERUber Technologies, Inc	$3.4M	0.29%	0.00%	+0.6%	Q4 2020
MDYSPDR S&P Midcap 400 ETF Trust	$3.36M	0.28%	Not reported	-6.5%	Q4 2020
TJXTJX Companies Inc	$3.31M	0.28%	0.00%	0.0%	Q4 2018
PGPROCTER & GAMBLE Co	$3.25M	0.27%	0.00%	-15.9%	Q4 2018
MRKMerck & Co., Inc.	$3.06M	0.26%	0.00%	-0.7%	Q4 2018
NFLXNetflix Inc	$2.93M	0.25%	0.00%	+27.1%	Q4 2018
MCDMcdonalds Corp	$2.81M	0.24%	0.00%	+2.2%	Q4 2018
RTXRTX Corp	$2.74M	0.23%	0.00%	-5.9%	Q2 2020
BXBlackstone Inc.	$2.58M	0.22%	0.00%	+0.6%	Q4 2018
MAMastercard Inc	$2.34M	0.20%	0.00%	+1.7%	Q4 2018
PDIPIMCO Dynamic Income Fund	$2.33M	0.20%	Not reported	+1.4%	Q4 2018
BABAAlibaba Group Holding Ltd	$2.25M	0.19%	0.00%	-1.0%	Q4 2018
IBMInternational Business Machines Corp	$2.21M	0.19%	0.00%	-8.8%	Q4 2018
SHOPShopify Inc.	$2.13M	0.18%	0.00%	+0.4%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$2.05M	0.17%	Not reported	-4.4%	Q3 2019
CACCamden National Corp	$1.89M	0.16%	0.26%	-1.1%	Q4 2018
HDHome Depot, Inc.	$1.62M	0.14%	0.00%	-0.5%	Q4 2018
NUENucor Corp	$1.57M	0.13%	0.00%	0.0%	Q4 2018

Q3 2025Reported Nov 6, 2025146 positions
AAPLApple Inc.	$77.3M	6.69%	0.00%	-5.2%	Q4 2018
MSFTMicrosoft Corp	$51.6M	4.47%	0.00%	-1.0%	Q4 2018
NVDANvidia Corp	$48.4M	4.19%	0.00%	-5.7%	Q2 2020
AMZNAmazon Com Inc	$41.8M	3.62%	0.00%	-2.4%	Q4 2018
IMCBIntermountain Community Bancorp	$34.1M	2.95%	0.49%	+28.8%	Q2 2022
METAMeta Platforms, Inc.	$22.3M	1.93%	Not reported	-3.6%	Q4 2018
GOOGAlphabet Inc.	$21.8M	1.89%	Not reported	-5.1%	Q4 2018
JPMJPMorgan Chase & Co	$20.4M	1.76%	0.00%	+0.9%	Q4 2018
PLTRPalantir Technologies Inc.	$15.8M	1.37%	0.00%	-1.3%	Q4 2020
TSLATesla, Inc.	$11.8M	1.02%	0.00%	+0.5%	Q4 2020
BRK.BBerkshire Hathaway Inc	$10.5M	0.91%	Not reported	+3.8%	Q4 2018
WRBBerkley W R Corp	$9.69M	0.84%	0.03%	0.0%	Q4 2018
ORCLOracle Corp	$9.52M	0.82%	0.00%	+0.3%	Q4 2018
AVGOBroadcom Inc.	$8M	0.69%	0.00%	+17.9%	Q2 2023
LRCXLam Research Corp	$7.91M	0.68%	0.00%	-3.8%	Q4 2018
CVXChevron Corp	$6.6M	0.57%	0.00%	-2.8%	Q4 2018
BACBank of America Corp	$6.16M	0.53%	0.00%	-2.9%	Q4 2018
VVisa Inc.	$6.09M	0.53%	0.00%	+2.7%	Q4 2018
ABBVAbbVie Inc.	$5.9M	0.51%	0.00%	-5.1%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.5M	0.48%	Not reported	-11.3%	Q3 2022
PMPhilip Morris International Inc.	$5.12M	0.44%	0.00%	-1.1%	Q4 2018
SMHMarket Vectors ETF Trust	$4.98M	0.43%	Not reported	-8.7%	Q4 2018
WMTWalmart Inc.	$4.94M	0.43%	0.00%	-7.7%	Q4 2018
GOOGLAlphabet Inc.	$4.53M	0.39%	0.00%	-8.2%	Q4 2018
JNJJohnson & Johnson	$4.36M	0.38%	0.00%	+0.6%	Q4 2018
CRMSalesforce, Inc.	$4.2M	0.36%	0.00%	-14.5%	Q4 2018
PGPROCTER & GAMBLE Co	$4.15M	0.36%	0.00%	-1.7%	Q4 2018
UBERUber Technologies, Inc	$4.05M	0.35%	0.00%	-5.9%	Q4 2020
SCHWSchwab Charles Corp	$4.04M	0.35%	0.00%	-5.7%	Q1 2023
LLYELI LILLY & Co	$3.99M	0.35%	0.00%	+4.2%	Q4 2018
ABTAbbott Laboratories	$3.91M	0.34%	0.00%	-2.5%	Q4 2018
XOMExxonMobil Holdings Corp	$3.73M	0.32%	0.00%	+4.4%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$3.55M	0.31%	Not reported	-58.7%	Q4 2020
GSGoldman Sachs Group Inc	$3.54M	0.31%	0.00%	-10.9%	Q4 2018
TJXTJX Companies Inc	$3.11M	0.27%	0.00%	0.0%	Q4 2018
NFLXNetflix Inc	$2.95M	0.26%	0.00%	+74.5%	Q4 2018
BXBlackstone Inc.	$2.85M	0.25%	0.00%	+0.4%	Q4 2018
BABAAlibaba Group Holding Ltd	$2.77M	0.24%	0.00%	-8.4%	Q4 2018
MCDMcdonalds Corp	$2.73M	0.24%	0.00%	-6.8%	Q4 2018
RTXRTX Corp	$2.65M	0.23%	0.00%	+9.0%	Q2 2020
PDIPIMCO Dynamic Income Fund	$2.57M	0.22%	Not reported	-9.8%	Q4 2018
MRKMerck & Co., Inc.	$2.45M	0.21%	0.00%	-0.6%	Q4 2018
IBMInternational Business Machines Corp	$2.31M	0.20%	0.00%	-1.8%	Q4 2018
MAMastercard Inc	$2.29M	0.20%	0.00%	+11.5%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$2.09M	0.18%	Not reported	-5.1%	Q3 2019
SHOPShopify Inc.	$1.95M	0.17%	0.00%	-5.7%	Q2 2022
HDHome Depot, Inc.	$1.92M	0.17%	0.00%	+1.1%	Q4 2018
MOAltria Group, Inc.	$1.78M	0.15%	0.00%	+0.2%	Q4 2018
CACCamden National Corp	$1.7M	0.15%	0.26%	-0.8%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$1.66M	0.14%	0.00%	-9.1%	Q3 2020

Premium opens every quarter this fund has filed