Funds › Means Investment Co., Inc.
Means Investment Co., Inc.
13F for Q3 2026, filed Nov 3, 2026. 183 positions worth $1.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 3, 2026
Reported value
$1.4B
+$54.3M (4.1%) vs Q2 2026
Positions
183
198 in Q2 2026
Top 10 share
61.0%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds S&P 500 Etf Shs | 352,968 | $247.4M | 17.9% | +2.4% | 13F ↗ |
| 2 | Vanguard International Equity Index F Allwrld Ex Us | 1.30M | $107.8M | 7.8% | +3.5% | 13F ↗ |
| 3 | Invesco Exchange Traded Fd T S&P 500 Top 50 | 1.65M | $104.6M | 7.6% | +1.3% | 13F ↗ |
| 4 | AAPL Apple Inc. | 288,441 | $96.1M | 7.0% | -2.4% | 13F ↗ |
| 5 | NVDA NVIDIA Corporation | 255,959 | $58.5M | 4.2% | -2.6% | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 94,472 | $48.5M | 3.5% | -5.2% | 13F ↗ |
| 7 | American Centy ETF Tr Us Sml Cp Valu | 410,754 | $48.4M | 3.5% | +6.6% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 189,084 | $47.1M | 3.4% | +0.5% | 13F ↗ |
| 9 | Vanguard World Fd Mrngstr Mega Cap | 452,661 | $41.9M | 3.0% | -3.9% | 13F ↗ |
| 10 | iShares Tr Mrgstr Md Cp Etf | 434,505 | $41.1M | 3.0% | +6.7% | 13F ↗ |
| 11 | GOOG Alphabet Inc. Class C | 97,658 | $33.3M | 2.4% | +1.4% | 13F ↗ |
| 12 | J P Morgan Exchange Traded F Income Etf | 735,936 | $33.0M | 2.4% | +46.6% | 13F ↗ |
| 13 | Select Sector Spdr Tr St Str Care Etf | 167,880 | $28.3M | 2.1% | -1.7% | 13F ↗ |
| 14 | FBTC Fidelity Wise Origin Bitcoin Fund | 362,195 | $26.3M | 1.9% | -12.7% | 13F ↗ |
| 15 | J P Morgan Exchange Traded F Active Bond Etf | 500,336 | $25.6M | 1.9% | +5.6% | 13F ↗ |
| 16 | META Meta Platforms, Inc. | 29,602 | $21.5M | 1.6% | -2.8% | 13F ↗ |
| 17 | Vanguard World Fd Mrngstr Val Etf | 125,009 | $20.1M | 1.5% | -6.3% | 13F ↗ |
| 18 | JPM JPMorgan Chase & Co. | 60,481 | $20.0M | 1.5% | -5.4% | 13F ↗ |
| 19 | LRCX Lam Research Corporation | 52,072 | $17.1M | 1.2% | -5.7% | 13F ↗ |
| 20 | PLTR Palantir Technologies Inc. | 83,816 | $15.7M | 1.1% | -1.6% | 13F ↗ |
| 21 | Vaneck ETF Trust Semiconductr Etf | 22,698 | $13.8M | 1.0% | +7.6% | 13F ↗ |
| 22 | Select Sector Spdr Tr St Str Finl Etf | 247,240 | $13.2M | 1.0% | +2.5% | 13F ↗ |
| 23 | AVGO Broadcom Inc. | 31,156 | $10.9M | 0.8% | +9.1% | 13F ↗ |
| 24 | TSLA Tesla, Inc. | 29,922 | $10.6M | 0.8% | +3.7% | 13F ↗ |
| 25 | BRK-B Berkshire Hathaway Inc. Class B | 20,085 | $10.0M | 0.7% | +0.2% | 13F ↗ |
| 26 | WRB W.R. Berkley Corporation | 126,499 | $8.5M | 0.6% | Unchanged | 13F ↗ |
| 27 | Pimco ETF Tr Multisector Bd | 330,316 | $8.4M | 0.6% | -4.8% | 13F ↗ |
| 28 | CVX Chevron Corporation | 35,760 | $7.3M | 0.5% | -12.9% | 13F ↗ |
| 29 | JNJ Johnson & Johnson | 27,570 | $7.3M | 0.5% | -1.9% | 13F ↗ |
| 30 | GOOGL Alphabet Inc. Class A | 19,079 | $6.6M | 0.5% | +2.0% | 13F ↗ |
| 31 | BAC Bank of America Corporation | 112,887 | $6.1M | 0.4% | -2.4% | 13F ↗ |
| 32 | V Visa Inc. | 16,626 | $6.0M | 0.4% | -2.4% | 13F ↗ |
| 33 | ABBV AbbVie Inc. | 22,647 | $5.9M | 0.4% | -1.1% | 13F ↗ |
| 34 | PM Philip Morris International Inc | 29,840 | $5.7M | 0.4% | -1.5% | 13F ↗ |
| 35 | LLY Eli Lilly and Company | 4,872 | $5.6M | 0.4% | +3.1% | 13F ↗ |
| 36 | Vanguard Whitehall Fds High Div Yld | 34,382 | $5.3M | 0.4% | -8.9% | 13F ↗ |
| 37 | AMD Advanced Micro Devices, Inc. | 8,700 | $5.3M | 0.4% | +4.2% | 13F ↗ |
| 38 | XOM ExxonMobil Holdings Corporation | 29,766 | $4.8M | 0.4% | New | 13F ↗ |
| 39 | ORCL Oracle Corporation | 35,178 | $4.8M | 0.4% | +2.1% | 13F ↗ |
| 40 | WMT Walmart Inc. | 43,029 | $4.5M | 0.3% | -2.5% | 13F ↗ |
| 41 | MU Micron Technology, Inc. | 3,956 | $4.2M | 0.3% | +2.4% | 13F ↗ |
| 42 | MRK Merck & Company, Inc. | 27,811 | $4.0M | 0.3% | -0.6% | 13F ↗ |
| 43 | MDY State Street SPDR S&P MIDCAP 400 ETF Trust · UTSER1 S&PDCRP | 6,065 | $4.0M | 0.3% | -17.0% | 13F ↗ |
| 44 | SCHW Charles Schwab Corporation | 37,009 | $3.6M | 0.3% | -3.7% | 13F ↗ |
| 45 | iShares Tr U.S. Med Dvc Etf | 70,374 | $3.6M | 0.3% | -12.1% | 13F ↗ |
| 46 | CRWD CrowdStrike Holdings, Inc. | 13,553 | $3.6M | 0.3% | -0.3% | 13F ↗ |
| 47 | GS Goldman Sachs Group, Inc. | 3,822 | $3.4M | 0.2% | -10.9% | 13F ↗ |
| 48 | PG Procter & Gamble Company | 22,363 | $3.2M | 0.2% | -14.7% | 13F ↗ |
| 49 | iShares Tr S&P 100 Etf | 8,447 | $3.2M | 0.2% | Unchanged | 13F ↗ |
| 50 | RTX RTX Corporation | 15,397 | $2.9M | 0.2% | -6.2% | 13F ↗ |
Showing the top 50 of 183 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
4 new, 73 added to, 100 trimmed, 19 exited, 6 unchanged. By estimated dollars.
New positions (4)
Added to (73)
| J P Morgan Exchange Traded F Income Etf | 735,936 | +46.6% | $10.5M |
| Vanguard Index Fds S&P 500 Etf Shs | 352,968 | +2.4% | $5.9M |
| Vanguard International Equity Index F Allwrld Ex Us | 1.30M | +3.5% | $3.6M |
| American Centy ETF Tr Us Sml Cp Valu | 410,754 | +6.6% | $3.0M |
| iShares Tr Mrgstr Md Cp Etf | 434,505 | +6.7% | $2.6M |
| J P Morgan Exchange Traded F Active Bond Etf | 500,336 | +5.6% | $1.4M |
| Invesco Exchange Traded Fd T S&P 500 Top 50 | 1.65M | +1.3% | $1.3M |
| Vaneck ETF Trust Semiconductr Etf | 22,698 | +7.6% | $976.8K |
| AVGO Broadcom Inc. | 31,156 | +9.1% | $913.8K |
| CRWV CoreWeave, Inc. | 18,359 | +44.3% | $491.4K |
Trimmed (100)
| FBTC Fidelity Wise Origin Bitcoin Fund | 362,195 | -12.7% | -$3.8M |
| MSFT Microsoft Corporation | 94,472 | -5.2% | -$2.6M |
| AAPL Apple Inc. | 288,441 | -2.4% | -$2.4M |
| Vanguard World Fd Mrngstr Mega Cap | 452,661 | -3.9% | -$1.7M |
| NVDA NVIDIA Corporation | 255,959 | -2.6% | -$1.6M |
| Vanguard World Fd Mrngstr Val Etf | 125,009 | -6.3% | -$1.4M |
| JPM JPMorgan Chase & Co. | 60,481 | -5.4% | -$1.1M |
| CVX Chevron Corporation | 35,760 | -12.9% | -$1.1M |
| LRCX Lam Research Corporation | 52,072 | -5.7% | -$1.0M |
| MDY State Street SPDR S&P MIDCAP 400 ETF Trust · UTSER1 S&PDCRP | 6,065 | -17.0% | -$816.3K |
Exited (19)
| Exxon Mobil Corp | 31,874 | Exited | -$4.4M |
| ALL Allstate Corporation | 1,869 | Exited | -$444.7K |
| CMCSA Comcast Corporation | 12,851 | Exited | -$315.5K |
| OKLO Oklo Inc. | 5,700 | Exited | -$298.3K |
| KR Kroger Company | 5,200 | Exited | -$288.8K |
| Select Sector Spdr Tr Etf | 5,962 | Exited | -$262.5K |
| DKS Dick's Sporting Goods Inc | 1,120 | Exited | -$254.0K |
| ZETA Zeta Global Holdings Corp. | 12,851 | Exited | -$252.9K |
| HIMS Hims & Hers Health, Inc. | 7,166 | Exited | -$248.5K |
| Direxion Shares ETF Trust Dai Sem Bul Etf | 904 | Exited | -$241.1K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 3, 2026 | 13F-HR | 196 | $1.4B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 209 | $1.3B | Current | SEC ↗ |
| Q1 2026 | Apr 24, 2026 | 13F-HR | 212 | $1.1B | Current | SEC ↗ |
| Q4 2025 | Jan 26, 2026 | 13F-HR | 186 | $1.2B | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 189 | $1.2B | Current | SEC ↗ |
| Q2 2025 | Jul 25, 2025 | 13F-HR | 191 | $1.1B | Current | SEC ↗ |
| Q1 2025 | Apr 21, 2025 | 13F-HR | 191 | $941.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer