MEANS INVESTMENT CO., INC.

Q1 2026 13F-HR Holdings

Location
Bangor, ME
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
212
Total value ($000)
$1,147,939
Net value change ($000)
-39,071 (-3.3%)
New positions
12
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PYLD 3,542 195.0%
AVUV 3,082 7.6%
CVX 2,581 43.7%
LRCX 2,097 21.0%
VEU 1,648 1.8%
XOM 1,419 35.8%
JNJ 778 17.2%
SMH 752 12.2%
IMCB 666 1.9%
CRWV 613 221.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -10,460 -21.3%
AAPL -5,807 -7.2%
VOO -5,574 -2.6%
MGK -4,719 -11.8%
AMZN -3,810 -8.7%
FBTC -3,504 -16.6%
NVDA -3,312 -6.8%
PLTR -2,705 -18.0%
META -2,573 -12.4%
GOOGL -2,392 -8.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,669 (0.2% 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