MEANS INVESTMENT CO., INC.
•CIK: 701516•Filing: Q4 2025
**MEANS INVESTMENT CO., INC.** manages $1.2B across a diversified portfolio of 185 positions. The fund exhibits a significant allocation to broad market exposure, notably holding VOO ($210.5M) and VEU ($93.3M). Core technology and growth themes are emphasized, evidenced by top holdings including XLG ($86.8M), AAPL ($81.2M), and MSFT ($49.2M). This structure suggests a systematic, large-cap growth orientation within the current market cycle.
Total AUM
$1.2B
+ $12.1K in options
QoQ Performance
+2.7%
Positions
153
+ 3 options
Top 10 Concentration
61.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VEU
XLG
AAPL
VOO17.7%
VEU7.9%
XLG7.3%
AAPL6.8%
MSFT4.1%
NVDA4.1%
AMZN3.7%
AVUV3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.1%
Technology22.7%
ETF18.0%
Consumer6.0%
Financial4.9%
Healthcare2.1%
Industrial0.5%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW8 new positions
↑68 increased
↓97 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023