Titelia

Holdings of MEANS INVESTMENT CO., INC.

177 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 62.6 % of the equity sleeve

Sector breakdown

  • Funds 19.5 %
  • Technology 19.3 %
  • Consumer discretionary 5.6 %
  • Financials 5.5 %
  • Communication 4.9 %
  • Health care 2.5 %
  • Consumer staples 1.9 %
  • Industrials 1.4 %
  • Energy 0.8 %
  • Utilities 0.3 %
  • Materials 0.2 %
  • Unattributed 38.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1771.1B $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 342,870204.9M $
2Vanguard FTSE All-World ex-US ETF 1,264,71895M $
3Invesco Exchange-Traded Fund T 1,564,33085.3M $
4Apple Inc 297,05775.4M $
5NVIDIA Corp 261,74645.6M $
6American Century ETF Trust 394,02943.5M $
7Amazon.com Inc 191,80039.9M $
8Microsoft Corp 104,60138.7M $
9Vanguard Mega Cap Growth ETF 95,77135.2M $
10Alphabet Inc 85,86824.6M $
11State Street Health Care Select Sector SPDR ETF 161,51323.7M $
12J P Morgan Exchange Traded Fund Trust 431,88723.2M $
13Vanguard World Fund 136,71019.8M $
14JPMorgan Chase & Co 65,15919.2M $
15Meta Platforms Inc 31,71118.1M $
16Fidelity Wise Origin Bitcoin Fund 298,60617.6M $
17Palantir Technologies Inc 84,28412.3M $
18Lam Research Corp 56,61512.1M $
19Select Sector Spdr Trust 226,09711.2M $
20Tesla Inc 27,27710.1M $
21Berkshire Hathaway Inc 20,4799.8M $
22Chevron Corp 41,0498.5M $
23W R Berkley Corp 126,3088.4M $
24Broadcom Inc 26,3608.2M $
25VanEck Semiconductor ETF 17,9776.9M $
26Bank of America Corp 116,7385.7M $
27Vanguard High Dividend Yield E 37,5595.6M $
28Walmart Inc 44,6235.5M $
29Visa Inc 18,2515.5M $
30Alphabet Inc 18,7695.4M $
31Exxon Mobil Corp 31,7335.4M $
32PIMCO Multisector Bond Active 204,5035.4M $
33Johnson & Johnson 21,7145.3M $
34AbbVie Inc 23,4215.1M $
35Philip Morris International Inc. 30,5605.1M $
36Oracle Corp 34,0235M $
37iShares Trust 88,9004.7M $
38Eli Lilly & Co 4,5774.2M $
39Procter & Gamble Co/The 26,5413.8M $
40Charles Schwab Corp/The 39,9373.8M $
41Goldman Sachs Group Inc/The 4,2823.6M $
42TJX Cos Inc/The 21,3353.4M $
43Merck & Co Inc 28,0243.4M $
44State Street SPDR S&P MidCap 400 ETF Trust 5,3683.3M $
45Netflix Inc 32,5123.1M $
46RTX Corp 16,1723.1M $
47Uber Technologies Inc 42,0523M $
48Abbott Laboratories 28,1052.9M $
49Salesforce Inc 15,0912.8M $
50McDonald's Corp. 9,0392.8M $
51Ishares S&p 100 Etf 8,4472.7M $
52Mastercard Inc 4,2692.1M $
53iShares Core S&P Small-Cap ETF 16,9062.1M $
54Pimco Dynamic Income Fd 119,2392M $
55Camden National Corp 42,8612M $
56International Business Machines Corp. 8,1972M $
57State Street SPDR S&P 500 ETF Trust 3,0102M $
58Blackstone Inc 16,8931.9M $
59J P Morgan Exchange Traded Fund Trust 33,9151.9M $
60Alibaba Group Holding Ltd 15,2521.9M $
61NextEra Energy Inc 19,2581.8M $
62Altria Group, Inc. 26,7601.8M $
63Nucor Corp 9,6501.6M $
64PepsiCo Inc 10,3021.6M $
65Cisco Systems, Inc. 19,8871.5M $
66Home Depot Inc/The 4,6041.5M $
67Caterpillar Inc 2,1301.5M $
68M&T Bank Corp 7,0561.5M $
69Starbucks Corp 15,9521.4M $
70Invesco QQQ Trust Series 1 2,4551.4M $
71Micron Technology Inc 4,1471.4M $
72Coca-Cola Co/The 17,6761.3M $
73Crowdstrike Holdings Inc 3,4371.3M $
74iShares Core S&P 500 ETF 2,0281.3M $
75Northrop Grumman Corp 1,8281.2M $
76Ishares Inc 14,7041.2M $
77Bristol-Myers Squibb Co 17,5091.1M $
78Mondelez International Inc 17,8361M $
79IDEXX Laboratories Inc 1,8161M $
80Walt Disney Co/The 10,359998.4K $
81Novartis AG 6,455986K $
82Vanguard Total World Stock ETF 7,055975.9K $
83iShares Biotechnology ETF 5,588943.6K $
84Verizon Communications Inc 18,692938.3K $
85Blackrock Inc 975937.4K $
86ConocoPhillips 6,967919.7K $
87Deere & Co 1,598900.3K $
88Valero Energy Corp 3,639899.2K $
89CoreWeave Inc 11,487889.9K $
90ServiceNow Inc 8,497888.4K $
91Amgen Inc 2,427854K $
92CVS Health Corp 11,813848.4K $
93Palo Alto Networks Inc 5,275845.7K $
94SPDR Series Trust 6,444823.1K $
95SoFi Technologies Inc 51,378815.9K $
96Phillips 66 4,242772.7K $
97Advanced Micro Devices Inc 3,746762K $
98Vanguard Growth ETF 1,740760.2K $
99State Street SPDR S&P Homebuilders ETF 7,553745.7K $
100Southern Co/The 7,627736.2K $