MEANS INVESTMENT CO., INC. - Portfolio Stock Holdings
MEANS INVESTMENT CO., INC. disclosed 201 stock positions in a recent SEC 13F filing. $1,377,595,162 of stock holdings were filed, with the largest holdings including VOO, VEU, and XLG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,594,606,299 and has 24 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
201Est. Stock Holding Value:
$1,377,595,162Top Stock Holdings By Sector
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Portfolio Stock Holdings - MEANS INVESTMENT CO., INC.
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Portfolio Options Holdings - MEANS INVESTMENT CO., INC.
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