Institutional Fund
Means Investment Co., Inc.
Bangor, MECIK 7015165 filings on record
Portfolio Value
$1.15B
Q1 2026
Holdings
192
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-3.5%
from $1.19B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds17.9%
- Vanguard Intl Equity Index F8.3%
- Invesco Exchange Traded Fd T7.5%
- Apple Inc6.6%
- Nvidia Corporation4.0%
- American Centy ETF Tr3.8%
- Other52.0%
Portfolio Holdings
192 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 342.9K | $204.88M | 17.9% | +7.3K | Added |
| 2 | Vanguard Intl Equity Index F | 1.26M | $94.98M | 8.3% | −4.1K | Reduced |
| 3 | Invesco Exchange Traded Fd T | 1.56M | $85.33M | 7.5% | +100.1K | Added |
| 4 | Apple Inc | 297.1K | $75.39M | 6.6% | −1.6K | Reduced |
| 5 | Nvidia Corporation | 261.7K | $45.65M | 4.0% | −782 | Reduced |
| 6 | American Centy ETF Tr | 394.0K | $43.53M | 3.8% | −2.6K | Reduced |
| 7 | Amazon Com Inc | 191.8K | $39.95M | 3.5% | +2.2K | Added |
| 8 | Microsoft Corp | 104.6K | $38.72M | 3.4% | +2.9K | Added |
| 9 | Ishares Tr | 432.4K | $36.08M | 3.1% | +4.4K | Added |
| 10 | Vanguard World Fd | 95.8K | $35.19M | 3.1% | −915 | Reduced |
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