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
101Berkshire Hathaway Inc 1718.1K $
102Carrier Global Corp 12,610710.1K $
103Lockheed Martin Corp 1,162702.3K $
104Gilead Sciences Inc 4,858677.1K $
105Adobe Inc 2,626638.3K $
106Select Sector Spdr Trust 15,172619.5K $
107AT&T Inc 21,048610.2K $
108QUALCOMM Inc 4,635596.8K $
109Lowe's Cos Inc 2,517594.6K $
110Morgan Stanley 3,503576.4K $
111General Electric Co 1,983562.6K $
112Wells Fargo & Co 7,008557.9K $
113Snowflake Inc 3,628547.1K $
114Bar Harbor Bankshares 16,802545.2K $
115CSX Corp 12,903529.7K $
116Schwab U.S. Large-Cap ETF 19,557501.4K $
117iShares Trust 2,283499.5K $
118Nasdaq Inc 5,801492.5K $
119Vanguard Value ETF 2,503491.1K $
120Otis Worldwide Corp 6,143473.5K $
121Union Pacific Corp 1,939470.4K $
122UnitedHealth Group Inc 1,619438.1K $
123Marathon Petroleum Corp 1,788436.6K $
124State Street Corp 3,430434.2K $
125Unum Group 5,795423.2K $
126J P Morgan Exchange Traded Fund Trust 7,561419.8K $
127Cheniere Energy Inc 1,454412.7K $
128GE Vernova Inc 468408.8K $
129Strategy Inc 3,155393.7K $
130Vanguard Small-Cap ETF 1,502393.4K $
131Duke Energy Corp 2,985390.9K $
132Kroger Co/The 5,200376.3K $
133Allstate Corp/The 1,801373.5K $
134Comcast Corp 12,839368.6K $
135Pfizer Inc 13,058366.7K $
136MetLife Inc 5,046356.9K $
137Select Sector Spdr Trust 5,740351.6K $
138L3Harris Technologies Inc 1,015350.4K $
139Travelers Cos Inc/The 1,201350.2K $
140American Express Co 1,151348.2K $
141Bank of New York Mellon Corp/The 2,905344.6K $
142VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,572338K $
143Prudential Financial, Inc. 3,438335.9K $
144iShares Russell Mid-Cap Value 2,289333.6K $
145SELECT SECTOR SPDR TRUST (THE) 2,438324K $
146Proshares Trust II 8,241323.9K $
147iShares Trust 3,224300.2K $
148First Bancorp Inc/The 10,661298.8K $
149ProShares Bitcoin ETF 31,632294.5K $
150iShares Core High Dividend ETF 2,112286.7K $
151Aflac Inc 2,584283.5K $
152Oklo Inc 5,600277.7K $
153Waste Management Inc 1,174269.7K $
154Yum! Brands Inc 1,732269.2K $
155iShares MSCI EAFE ETF 2,763268.3K $
156Applied Materials Inc 772263.9K $
157Capital One Financial Corp 1,443263.3K $
158Hims & Hers Health Inc 12,667263K $
159Brown & Brown Inc 4,000260.8K $
1603M Co 1,778258.3K $
161Costco Wholesale Corp 256255.6K $
162DraftKings Inc 11,657252K $
163Global X US Infrastructure Development ETF 4,539230.6K $
164Cummins Inc 423227.7K $
165Corning Inc 1,664226.2K $
166iShares Core MSCI Total International Stock ETF 2,567222.4K $
167Dick's Sporting Goods Inc 1,107219.6K $
168Zeta Global Holdings Corp 13,628217K $
169Cigna Group/The 808215.5K $
170Citigroup Inc 1,892214.5K $
171Constellation Energy Corp. 748209K $
172Hartford Insurance Group Inc/The 1,520205.5K $
173iShares MSCI EAFE Growth ETF 1,827203.5K $
174Sherwin-Williams Co/The 629201.6K $
175Texas Instruments Inc 1,037201.3K $
176Invesco S&P 500 Equal Weight ETF 913175.2K $
177Welltower Inc 741146.5K $