Means Investment Co., Inc.
200 holdingsFiling period: 2026-06-30Current AUM: $1.39Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 344.5K | $236.6M | $243.5M | 17.50% | +1.7K | 2026-06-30 |
| 2 | VEU | Vanguard Intl Equity Index F | 1.26M | $105.2M | $102.8M | 7.39% | -8,711 | 2026-06-30 |
| 3 | XLG | Invesco Exchange Traded FD T | 1.62M | $99.5M | $103.1M | 7.41% | +60.4K | 2026-06-30 |
| 4 | AAPL | Apple Inc | 295.8K | $85.6M | $100.4M | 7.22% | -1,291 | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 262.7K | $52.6M | $56.9M | 4.09% | +200 | 2026-06-30 |
| 6 | AVUV | American Centy ETF TR | 385.2K | $48.1M | $46.6M | 3.35% | -8,780 | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 188.1K | $44.8M | $49.4M | 3.55% | -3,686 | 2026-06-30 |
| 8 | MGK | Vanguard World FD | 470.9K | $41.4M | $42.8M | 3.07% | +375.1K | 2026-06-30 |
| 9 | IMCB | iShares TR | 407.2K | $39.3M | $39.7M | 2.85% | -25,201 | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 99.6K | $37.2M | $53.0M | 3.81% | -4,964 | 2026-06-30 |
| 11 | GOOG | Alphabet Inc | 96.4K | $34.0M | $32.4M | 2.33% | +10.5K | 2026-06-30 |
| 12 | XLV | Select Sector Spdr TR | 170.8K | $27.1M | $30.7M | 2.21% | +9.3K | 2026-06-30 |
| 13 | JBND | J P Morgan Exchange Traded F | 473.6K | $25.3M | $24.4M | 1.75% | +41.7K | 2026-06-30 |
| 14 | LRCX | Lam Research Corp | 55.2K | $23.9M | $14.6M | 1.05% | -1,377 | 2026-06-30 |
| 15 | JPIE | J P Morgan Exchange Traded F | 501.9K | $23.1M | $22.5M | 1.62% | -- | 2026-06-30 |
| 16 | MGV | Vanguard World FD | 133.5K | $21.8M | $22.2M | 1.60% | -3,225 | 2026-06-30 |
| 17 | FBTC | Fidelity Wise Origin Bitcoin | 415.0K | $21.2M | $29.8M | 2.14% | +116.4K | 2026-06-30 |
| 18 | JPM | JPMorgan Chase & Co | 64.1K | $21.0M | $21.5M | 1.54% | -1,037 | 2026-06-30 |
| 19 | META | Meta Platforms Inc | 30.4K | $17.1M | $21.1M | 1.52% | -1,265 | 2026-06-30 |
| 20 | SMH | VanEck ETF Trust | 21.1K | $13.8M | $11.5M | 0.83% | +3.1K | 2026-06-30 |
| 21 | XLF | Select Sector Spdr TR | 241.3K | $12.9M | $13.4M | 0.97% | +15.2K | 2026-06-30 |
| 22 | TSLA | Tesla Inc | 28.9K | $12.1M | $10.8M | 0.78% | +1.6K | 2026-06-30 |
| 23 | AVGO | Broadcom Inc | 28.8K | $10.9M | $9.6M | 0.69% | +1.4K | 2026-06-30 |
| 24 | BRK-B | Berkshire Hathaway Inc Del | 20.0K | $10.0M | $10.0M | 0.72% | -443 | 2026-06-30 |
| 25 | PLTR | Palantir Technologies Inc | 85.1K | $9.9M | $16.4M | 1.18% | +864 | 2026-06-30 |
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