MEANS INVESTMENT CO., INC.
All 13F Filings
- Location
- Bangor, ME
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,147,939
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 212 | 1,147,939 | 13F-HR | MEANS INVESTMENT CO., INC. |
| Q4 2025 | 1/26/2026 | 186 | 1,187,010 | 13F-HR | MEANS INVESTMENT CO., INC. |
| Q3 2025 | 11/6/2025 | 189 | 1,155,394 | 13F-HR | MEANS INVESTMENT CO., INC. |
| Q2 2025 | 7/25/2025 | 191 | 1,055,561 | 13F-HR | MEANS INVESTMENT CO., INC. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.668 K
(0.2% of total reported value)
· QoQ Δ:
+2.655 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 516.9 K | 45.1% | 0 | 356.6 K | -356.6 K |
| ETFs | 605.2 K | 52.8% | 314.6 K | 0 | 314.6 K |
| Debt | 23.22 K | 2.0% | 252 | 0 | 252 |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
1,147,939
Holdings
212
QoQ value change ($000)
-39,071
(-3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.