MEANS INVESTMENT CO., INC.
CIK 701516
13F filing for Q2 2026・No. 2,154
- Holdings
- US$1.32B
- Quarter change
- +US$176.26M
- Entries
- 209
- Net bought (estimate)
- +US$36.99M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 5
- Cut 89
- Added 91
- Corporate actions 0
- Unchanged 7
Largest holdings
198 stocks worth US$1.32B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 344,538 | US$236.63M | 17.88% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Cut | 1,256,007 | US$105.19M | 7.95% |
| INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 | Added | 1,624,685 | US$99.48M | 7.52% |
| AAPLAppleCOM | Cut | 295,666 | US$85.55M | 6.46% |
| NVDANvidiaCOM | Added | 262,746 | US$52.57M | 3.97% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Cut | 385,249 | US$48.06M | 3.63% |
| AMZNAmazonCOM | Cut | 188,114 | US$44.84M | 3.39% |
| VANGUARD WORLD FDMEGA GRWTH IND | CutSplit 5:1 | 470,858 | US$41.39M | 3.13% |
| ISHARES TRMRGSTR MD CP ETF | Cut | 407,204 | US$39.32M | 2.97% |
| MSFTMicrosoftCOM | Cut | 99,637 | US$37.17M | 2.81% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.