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MEANS INVESTMENT CO., INC.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000701516

$1.32B

disclosed book value

198

positions

17.9%

largest position share

Positions, as of 2026-06-30

top 100 of 198 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVANGUARD INDEX FDS344,538$236.6M17.9%
2VEUVANGUARD INTL EQUITY INDEX F1.3M$105.2M7.9%
3XLGINVESCO EXCHANGE TRADED FD T1.6M$99.5M7.5%
4AAPLAPPLE INC295,666$85.6M6.5%
5NVDANVIDIA CORPORATION262,746$52.6M4%
6AVUVAMERICAN CENTY ETF TR385,249$48.1M3.6%
7AMZNAMAZON COM INC188,114$44.8M3.4%
8MGKVANGUARD WORLD FD470,858$41.4M3.1%
9IMCBISHARES TR407,204$39.3M3%
10MSFTMICROSOFT CORP99,637$37.2M2.8%
11GOOGALPHABET INC96,351$34.0M2.6%
12XLVSELECT SECTOR SPDR TR170,810$27.1M2%
13JBNDJ P MORGAN EXCHANGE TRADED F473,636$25.3M1.9%
14LRCXLAM RESEARCH CORP55,238$23.9M1.8%
15JPIEJ P MORGAN EXCHANGE TRADED F501,929$23.1M1.7%
16MGVVANGUARD WORLD FD133,485$21.8M1.6%
17FBTCFIDELITY WISE ORIGIN BITCOIN415,000$21.2M1.6%
18JPMJPMORGAN CHASE & CO63,922$20.9M1.6%
19METAMETA PLATFORMS INC30,446$17.1M1.3%
20SMHVANECK ETF TRUST21,094$13.8M1%
21XLFSELECT SECTOR SPDR TR241,289$12.9M1%
22TSLATESLA INC28,864$12.1M0.9%
23AVGOBROADCOM INC28,554$10.8M0.8%
24BRK/BBERKSHIRE HATHAWAY INC DEL20,036$10.0M0.8%
25PLTRPALANTIR TECHNOLOGIES INC85,148$9.9M0.8%
26PYLDPIMCO ETF TR347,052$9.2M0.7%
27WRBBERKLEY W R CORP126,494$8.9M0.7%
28JNJJOHNSON & JOHNSON28,110$7.1M0.5%
29CVXCHEVRON CORPORATION41,045$6.8M0.5%
30GOOGLALPHABET INC18,702$6.7M0.5%
31BACBANK OF AMER CORP115,647$6.6M0.5%
32VYMVANGUARD WHITEHALL FDS37,728$6.0M0.5%
33VVISA INC17,035$5.8M0.4%
34ABBVABBVIE INC22,908$5.8M0.4%
35LLYELI LILLY & CO4,726$5.7M0.4%
36PMPHILIP MORRIS INTL INC30,295$5.5M0.4%
37MDYSTATE STR SPDR S&P MIDCAP 407,308$5.1M0.4%
38ORCLORACLE CORP34,439$5.0M0.4%
39WMTWALMART INC44,125$5.0M0.4%
40AMDADVANCED MICRO DEVICES INC8,348$4.8M0.4%
41MUMICRON TECHNOLOGY INC3,862$4.5M0.3%
42XOMEXXON MOBIL CORP31,874$4.4M0.3%
43GSGOLDMAN SACHS GROUP INC4,289$4.3M0.3%
44IHIISHARES TR80,072$4.0M0.3%
45PGPROCTER & GAMBLE CO26,213$3.8M0.3%
46MRKMERCK & CO INC27,981$3.6M0.3%
47SCHWSCHWAB CHARLES CORP38,433$3.5M0.3%
48TJXTJX COS INC NEW21,354$3.2M0.2%
49RTXRTX CORPORATION16,411$3.1M0.2%
50OEFISHARES TR8,447$3.1M0.2%
51UBERUBER TECHNOLOGIES INC37,335$2.7M0.2%
52CRWDCROWDSTRIKE HLDGS INC3,398$2.6M0.2%
53IJRISHARES TR16,682$2.5M0.2%
54ABTABBOTT LABORATORIES27,110$2.5M0.2%
55CSCOCISCO SYS INC20,144$2.4M0.2%
56MCDMCDONALDS CORP8,613$2.3M0.2%
57CACCAMDEN NATL CORP42,941$2.3M0.2%
58SPYSTATE STR SPDR S&P 500 ETF T3,053$2.3M0.2%
59CATCATERPILLAR INC2,121$2.3M0.2%
60NUENUCOR CORP9,651$2.1M0.2%
61IBMINTERNATIONAL BUSINESS MACHS7,584$2.1M0.2%
62BXBLACKSTONE INC17,004$2.0M0.2%
63MOALTRIA GROUP INC26,781$1.9M0.1%
64PDIPIMCO DYNAMIC INCOME FD107,978$1.8M0.1%
65JEPIJ P MORGAN EXCHANGE TRADED F31,644$1.8M0.1%
66QQQINVESCO QQQ TR2,380$1.8M0.1%
67CCJCAMECO CORP16,748$1.7M0.1%
68MTBM & T BK CORP7,061$1.7M0.1%
69NEENEXTERA ENERGY INC18,727$1.6M0.1%
70ADXADAMS DIVERSIFIED EQUITY FD62,535$1.6M0.1%
71SBUXSTARBUCKS CORP15,505$1.6M0.1%
72HDHOME DEPOT INC4,489$1.6M0.1%
73IVVISHARES TR2,039$1.5M0.1%
74BABAALIBABA GROUP HLDG LTD15,212$1.5M0.1%
75KOCOCA COLA CO17,074$1.4M0.1%
76PEPPEPSICO INC10,068$1.4M0.1%
77PANWPALO ALTO NETWORKS INC3,913$1.3M0.1%
78ETNEATON CORP PLC3,131$1.3M0.1%
79CRMSALESFORCE INC8,489$1.3M0.1%
80SHOPSHOPIFY INC11,217$1.3M0.1%
81EMXCISHARES INC12,436$1.3M0.1%
82CRWVCOREWEAVE INC12,719$1.3M0.1%
83CVSCVS HEALTH CORP11,847$1.2M0.1%
84VTVANGUARD INTL EQUITY INDEX F6,870$1.1M0.1%
85XBISPDR SERIES TRUST6,640$1.1M0.1%
86DEDEERE & CO1,618$1.0M0.1%
87IBBISHARES TR5,364$1.0M0.1%
88NVSNOVARTIS AG6,330$992,0090.1%
89MDLZMONDELEZ INTL INC17,056$986,5140.1%
90BMYBRISTOL-MYERS SQUIBB CO17,080$984,1360.1%
91IDXXIDEXX LABS INC1,813$954,6520.1%
92VLOVALERO ENERGY CORP3,628$944,8210.1%
93SNOWSNOWFLAKE INC3,696$940,5240.1%
94DISDISNEY WALT CO9,648$928,6110.1%
95SOFISOFI TECHNOLOGIES INC51,378$921,2030.1%
96CARRCARRIER GLOBAL CORPORATION12,488$915,9730.1%
97VUGVANGUARD INDEX FDS10,452$900,3450.1%
98AMGNAMGEN INC2,444$884,9450.1%
99XHBSPDR SERIES TRUST7,529$870,0240.1%
100QCOMQUALCOMM INC4,500$831,5320.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.