Means Investment Co., Inc. reported 129 positions worth $599.25M for the quarter ended Sep 30, 2026, up 5.0% on the prior quarter. It opened 3 new positions, added to 49, trimmed 75 and exited 12. Its largest holding is Apple Inc. at 16% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVGO Broadcom Inc. | +2,602 | +9.1% | $913.81K | 1.83% |
| SPCX Space Exploration Technologies Corp | +4,327 | – | $652.77K | 0.109% |
| CRWV CoreWeave, Inc. | +5,640 | +44.3% | $491.36K | 0.267% |
| GOOG Alphabet Inc. | +1,307 | +1.4% | $445.35K | 5.55% |
| TSLA Tesla, Inc. | +1,058 | +3.7% | $375.39K | 1.77% |
| AMZN Amazon Com Inc | +970 | +0.5% | $241.67K | 7.86% |
| FTNT Fortinet, Inc. | +1,256 | – | $224.52K | 0.037% |
| AMD Advanced Micro Devices Inc | +352 | +4.2% | $215.34K | 0.888% |
| LLY ELI LILLY & Co | +146 | +3.1% | $168.94K | 0.941% |
| HBAN Huntington Bancshares Inc | +9,283 | – | $141.66K | 0.024% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| FBTC Fidelity Wise Origin Bitcoin Fund | -52.8K | -12.7% | $3.84M | 4.39% |
| MSFT Microsoft Corp | -5,165 | -5.2% | $2.65M | 8.09% |
| AAPL Apple Inc. | -7,225 | -2.4% | $2.41M | 16.03% |
| NVDA Nvidia Corp | -6,787 | -2.6% | $1.55M | 9.75% |
| JPM Jpmorgan Chase & Co | -3,441 | -5.4% | $1.14M | 3.34% |
| CVX Chevron Corp | -5,285 | -12.9% | $1.08M | 1.22% |
| LRCX Lam Research Corp | -3,166 | -5.7% | $1.04M | 2.85% |
| CVS CVS HEALTH Corp | -7,717 | -65.1% | $661.22K | 0.059% |
| META Meta Platforms, Inc. | -844 | -2.8% | $612.06K | 3.58% |
| PG PROCTER & GAMBLE Co | -3,850 | -14.7% | $559.32K | 0.542% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ALL Allstate Corp | -1,869 | $444.67K | 0.078% |
| CMCSA Comcast Corp | -12.9K | $315.49K | 0.055% |
| OKLO Oklo Inc. | -5,700 | $298.30K | 0.052% |
| KR Kroger Co | -5,200 | $288.76K | 0.051% |
| DKS Dick'S Sporting Goods, Inc. | -1,120 | $254.01K | 0.045% |
| ZETA Zeta Global Holdings Corp. | -12.9K | $252.90K | 0.044% |
| HIMS Hims & Hers Health, Inc. | -7,166 | $248.46K | 0.044% |
| COF Capital One Financial Corp | -1,199 | $240.58K | 0.042% |
| MGM MGM Resorts International | -4,637 | $221.68K | 0.039% |
| HIG Hartford Insurance Group, Inc. | -1,526 | $202.19K | 0.035% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 288.4K | $96.06M | 16.03% | -7,225 | -2.4% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 256.0K | $58.46M | 9.75% | -6,787 | -2.6% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 94.5K | $48.45M | 8.09% | -5,165 | -5.2% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 189.1K | $47.11M | 7.86% | +970 | +0.5% | Added | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 97.7K | $33.28M | 5.55% | +1,307 | +1.4% | Added | 0% |
| 6 | FBTC Fidelity Wise Origin Bitcoin Fund | Others | 362.2K | $26.31M | 4.39% | -52.8K | -12.7% | Reduced | 0.18% |
| 7 | META Meta Platforms, Inc. | Technology | 29.6K | $21.47M | 3.58% | -844 | -2.8% | Reduced | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 60.5K | $20.01M | 3.34% | -3,441 | -5.4% | Reduced | 0% |
| 9 | LRCX Lam Research Corp | Technology | 52.1K | $17.11M | 2.85% | -3,166 | -5.7% | Reduced | 0% |
| 10 | PLTR Palantir Technologies Inc. | Technology | 83.8K | $15.68M | 2.62% | -1,332 | -1.6% | Reduced | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 31.2K | $10.94M | 1.83% | +2,602 | +9.1% | Added | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 29.9K | $10.62M | 1.77% | +1,058 | +3.7% | Added | 0% |
| 13 | BRK-B Berkshire Hathaway Inc | Financial Services | 20.1K | $10.00M | 1.67% | +49 | +0.2% | Added | 0% |
| 14 | WRB Berkley W R Corp | Financial Services | 126.5K | $8.54M | 1.43% | +5 | +0.0% | Added | 0.03% |
| 15 | CVX Chevron Corp | Energy | 35.8K | $7.30M | 1.22% | -5,285 | -12.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Means Investment.
As of its Q3 2026 13F filing, Means Investment Co., Inc.’s five largest positions were Apple Inc. (AAPL) at 16.0%, Nvidia Corp (NVDA) at 9.8%, Microsoft Corp (MSFT) at 8.1%, Amazon Com Inc (AMZN) at 7.9%, Alphabet Inc. (GOOG) at 5.6% of the reported portfolio.
Means Investment Co., Inc. reported a 13F portfolio worth $599.25M across 129 positions for Q3 2026. That is up 5.0% from the previous quarter.
Its largest purchases by value were Broadcom Inc. ($913.81K), Space Exploration Technologies Corp ($652.77K), CoreWeave, Inc. ($491.36K). It opened 3 new positions.
Its largest sales by value were Fidelity Wise Origin Bitcoin Fund ($3.84M), Microsoft Corp ($2.65M), Apple Inc. ($2.41M). It exited 12 positions entirely.
From the Form 13F-HR reports Means Investment Co., Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.