Means Investment Co., Inc. holds a focused book of 198 stocks worth $1.3B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened JPMorgan Income ETF and trimmed Vanguard Ftse All-World Ex-U. Their largest long position is Vanguard S&P 500 ETF at 18% of the equity book. They also disclosed $749K in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Means Investment Co., Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $668.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $432.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $188.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $179.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $114.6B |
| JONES FINANCIAL COMPANIES LLLP | 80 / 80 | $48.2B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $45.9B |
| HighTower Advisors, LLC | 80 / 80 | $34.7B |
Ranked by how many of Means Investment Co., Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $236.6M | 344.5K | 17.9% | ▲+0.5% Added · +2K sh | |
| 2 | Vanguard Intl Equity Index F ALLWRLD EX US | $105.2M | 1.26M | 7.9% | ▼−0.7% Reduced · −9K sh | |
| 3 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $99.5M | 1.62M | 7.5% | ▲+3.9% Added · +60K sh | |
| 4 | Apple Inc COM | $85.6M | 295.7K | 6.5% | ▼−0.5% Reduced · −1K sh | |
| 5 | Nvidia Corporation COM | $52.6M | 262.7K | 4.0% | ▲+0.4% Added · +1K sh | |
| 6 | American Centy ETF TR US SML CP VALU | $48.1M | 385.2K | 3.6% | ▼−2.2% Reduced · −9K sh | |
| 7 | Amazon Com Inc COM | $44.8M | 188.1K | 3.4% | ▼−1.9% Reduced · −4K sh | |
| 8 | Vanguard World FD MEGA GRWTH IND | $41.4M | 470.9K | 3.1% | ▲+392% Added · +375K sh | |
| 9 | Ishares TR MRGSTR MD CP ETF | $39.3M | 407.2K | 3.0% | ▼−5.8% Reduced · −25K sh | |
| 10 | Microsoft Corp COM | $37.2M | 99.6K | 2.8% | ▼−4.7% Reduced · −5K sh | |
| 11 | Alphabet Inc CAP STK CL C | $34.0M | 96.4K | 2.6% | ▲+12% Added · +10K sh | |
| 12 | Select Sector SPDR TR ST STR CARE ETF | $27.1M | 170.8K | 2.0% | ▲+5.8% Added · +9K sh | |
| 13 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $25.3M | 473.6K | 1.9% | ▲+9.7% Added · +42K sh | |
| 14 | Lam Research Corp COM NEW | $23.9M | 55.2K | 1.8% | ▼−2.4% Reduced · −1K sh | |
| 15 | J P Morgan Exchange Traded F INCOME ETF | $23.1M | 501.9K | 1.7% | ▲New New position | |
| 16 | Vanguard World FD MEGA CAP VAL ETF | $21.8M | 133.5K | 1.6% | ▼−2.4% Reduced · −3K sh | |
| 17 | Fidelity Wise Origin Bitcoin SHS | $21.2M | 415.0K | 1.6% | ▲+39% Added · +116K sh | |
| 18 | JPMorgan Chase & Co COM | $20.9M | 63.9K | 1.6% | ▼−1.9% Reduced · −1K sh | |
| 19 | Meta Platforms Inc CL A | $17.1M | 30.4K | 1.3% | ▼−4.0% Reduced · −1K sh | |
| 20 | Vaneck ETF Trust SEMICONDUCTR ETF | $13.8M | 21.1K | 1.0% | ▲+17% Added · +3K sh | |
| 21 | Select Sector SPDR TR ST STR FINL ETF | $12.9M | 241.3K | 1.0% | ▲+6.7% Added · +15K sh | |
| 22 | Tesla Inc COM | $12.1M | 28.9K | 0.9% | ▲+5.8% Added · +2K sh | |
| 23 | Broadcom Inc COM | $10.8M | 28.6K | 0.8% | ▲+8.3% Added · +2K sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $10.0M | 20.0K | 0.8% | ▼−2.2% Reduced · −443 sh | |
| 25 | Palantir Technologies Inc CL A | $9.9M | 85.1K | 0.8% | ▲+1.0% Added · +864 sh | |
| 26 | Pimco ETF TR MULTISECTOR BD | $9.2M | 347.1K | 0.7% | ▲+70% Added · +143K sh | |
| 27 | Berkley W R Corp COM | $8.9M | 126.5K | 0.7% | ▲+0.1% Added · +186 sh | |
| 28 | Johnson & Johnson COM | $7.1M | 28.1K | 0.5% | ▲+29% Added · +6K sh | |
| 29 | Chevron Corporation COM | $6.8M | 41.0K | 0.5% | ▼~0% Reduced · −4 sh | |
| 30 | Alphabet Inc CAP STK CL A | $6.7M | 18.7K | 0.5% | ▼−0.3% Reduced · −67 sh | |
| 31 | Bank Of Amer Corp COM | $6.6M | 115.6K | 0.5% | ▼−0.9% Reduced · −1K sh | |
| 32 | Vanguard Whitehall FDS HIGH DIV YLD | $6.0M | 37.7K | 0.5% | ▲+0.4% Added · +169 sh | |
| 33 | Visa Inc COM CL A | $5.8M | 17.0K | 0.4% | ▼−6.7% Reduced · −1K sh | |
| 34 | Abbvie Inc COM | $5.8M | 22.9K | 0.4% | ▼−2.2% Reduced · −513 sh | |
| 35 | Eli Lilly & Co COM | $5.7M | 4.7K | 0.4% | ▲+3.3% Added · +149 sh | |
| 36 | Philip Morris Intl Inc COM | $5.5M | 30.3K | 0.4% | ▼−0.9% Reduced · −265 sh | |
| 37 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $5.1M | 7.3K | 0.4% | ▲+36% Added · +2K sh | |
| 38 | Oracle Corp COM | $5.0M | 34.4K | 0.4% | ▲+1.2% Added · +416 sh | |
| 39 | Walmart Inc COM | $5.0M | 44.1K | 0.4% | ▼−1.1% Reduced · −498 sh | |
| 40 | Advanced Micro Devices Inc COM | $4.8M | 8.3K | 0.4% | ▲+123% Added · +5K sh | |
| 41 | Micron Technology Inc COM | $4.5M | 3.9K | 0.3% | ▼−6.9% Reduced · −285 sh | |
| 42 | Exxon Mobil Corp COM | $4.4M | 31.9K | 0.3% | ▲+0.4% Added · +141 sh | |
| 43 | Goldman Sachs Group Inc COM | $4.3M | 4.3K | 0.3% | ▲+0.2% Added · +7 sh | |
| 44 | Ishares TR U.S. MED DVC ETF | $4.0M | 80.1K | 0.3% | ▼−9.9% Reduced · −9K sh | |
| 45 | Procter & Gamble Co COM | $3.8M | 26.2K | 0.3% | ▼−1.2% Reduced · −328 sh | |
| 46 | Merck & Co Inc COM | $3.6M | 28.0K | 0.3% | ▼−0.1% Reduced · −43 sh | |
| 47 | Schwab Charles Corp COM | $3.5M | 38.4K | 0.3% | ▼−3.8% Reduced · −2K sh | |
| 48 | TJX Cos Inc New COM | $3.2M | 21.4K | 0.2% | ▲+0.1% Added · +19 sh | |
| 49 | RTX Corporation COM | $3.1M | 16.4K | 0.2% | ▲+1.5% Added · +239 sh | |
| 50 | Ishares TR S&P 100 ETF | $3.1M | 8.4K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/701516/holdings"
Use Arkolith to show MEANS INVESTMENT CO., INC.'s latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | WELLTOWER INCWELL | $182K | 800 |
| CALL · bullish | SS ENERGY SELECT SECTORXLE | $181K | 3K |
| CALL · bullish | HIMS & HERS HEALTH INCHIMS | $80K | 2K |
| CALL · bullish | CLEVELAND-CLIFFS INCCLF | $79K | 8K |
| CALL · bullish | BROADCOM INCAVGO | $76K | 200 |
| CALL · bullish | JPMORGAN CHASE & COJPM | $65K | 200 |
| CALL · bullish | APPLE INCAAPL | $29K | 100 |
| CALL · bullish | SOFI TECHNOLOGIES INCSOFI | $18K | 1K |
| CALL · bullish | SS SPDR S&P BIOTECH ETFXBI | $16K | 100 |
| CALL · bullish | NETFLIX INCNFLX | $14K | 200 |
| CALL · bullish | SERVICENOW INCNOW | $10K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 209 | $1.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 215 | $1.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 191 | $1.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 190 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 195 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 192 | $941.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 206 | $960.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 205 | $900.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.