MEANS INVESTMENT CO., INC.

Q4 2025 13F-HR Holdings

Location
Bangor, ME
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
186
Total value ($000)
$1,187,010
Net value change ($000)
+31,616 (2.7%)
New positions
5
Sold out positions
11
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FBTC 21,131 NEW
VOO 18,615 9.7%
XLG 6,485 8.1%
GOOGL 5,197 23.8%
VEU 5,084 5.8%
AAPL 3,943 5.1%
LRCX 2,089 26.4%
AMZN 1,924 4.6%
AVUV 1,783 4.6%
XLV 1,451 6.3%
Top Reduces (Value $000, Stocks/ETFs)
XLRE -28,132 -97.3%
ORCL -2,976 -31.3%
MSFT -2,412 -4.7%
META -1,556 -7.0%
HIMS -934 -64.3%
PG -895 -21.6%
WRB -822 -8.5%
PLTR -791 -5.0%
CVX -689 -10.4%
UBER -652 -16.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 14 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type