Means Investment Co., Inc. Reduced Holdings in Q3 2025

Means Investment Co., Inc.

  • $1.12 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-8.45K
- 58.67%
$567.09 - $607.37 $4.79M - $5.13M
5.96K $3.55M
MGV
Vanguard Mega Cap Value

ETFs
-19K
- 11.64%
$129.46 - $137.85 $2.46M - $2.62M
144K $19.9M
CRM
Salesforce, Inc.

Technology
-2.99K
- 14.46%
$231.66 - $273.65 $693K - $819K
17.7K $4.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.73K
- 2.42%
$211.65 - $238.24 $1M - $1.13M
191K $41.8M
META
Meta Platforms, Inc.

Communication Services
-1.15K
- 3.64%
$695.21 - $791.73 $797K - $907K
30.3K $22.3M
UNH
Unitedhealth Group Inc

Healthcare
-2.49K
- 57.58%
$237.77 - $353.61 $592K - $880K
1.83K $632K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-7.5K
- 7.32%
$59.29 - $62.87 $445K - $472K
94.9K $5.7M
PM
Philip Morris International Inc.

Consumer Defensive
-353
- 1.1%
$157.77 - $183.27 $55.7K - $64.7K
31.6K $5.12M
NOW
Service Now, Inc.

Technology
-256
- 12.88%
$850.86 - $1044.69 $218K - $267K
1.73K $1.59M
OEF
Ishares S&P 100 ETF

ETFs
-1.48K
- 14.93%
N/A
8.44K $2.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-5.26K
- 10.46%
$55.61 - $57.37 $292K - $302K
45K $2.57M
MSTR
Microstrategy Inc

Technology
-22
- 0.69%
$300.7 - $455.9 $6.62K - $10K
3.17K $1.02M
DE
Deere & CO

Industrials
-274
- 10.24%
$457.26 - $524.37 $125K - $144K
2.4K $1.1M
SBUX
Starbucks Corp

Consumer Cyclical
-1.21K
- 6.11%
$81.9 - $96.86 $99.1K - $117K
18.6K $1.57M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-8.36K
- 24.61%
$41.53 - $66.18 $347K - $553K
25.6K $1.45M
CRWD
Crowd Strike Holdings, Inc.

Technology
-340
- 9.12%
$412.46 - $514.1 $140K - $175K
3.39K $1.66M
PG
Procter & Gamble CO

Consumer Defensive
-472
- 1.72%
$150.47 - $161.22 $71K - $76.1K
27K $4.15M
CARR
Carrier Global Corp

Industrials
-12
- 0.1%
$58.75 - $80.73 $705 - $969
12.6K $752K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1K
- 4.79%
$60.9 - $70.75 $61.1K - $71K
19.9K $1.24M
ABT
Abbott Laboratories

Healthcare
-745
- 2.49%
$120.51 - $136.62 $89.8K - $102K
29.2K $3.91M
DIS
Walt Disney CO

Communication Services
-304
- 2.29%
$112.25 - $124.0 $34.1K - $37.7K
12.9K $1.48M
PDI
Pimco Dynamic Income Fund

Financial Services
-14K
- 9.76%
$18.85 - $20.07 $264K - $281K
130K $2.57M
PRU
Prudential Financial Inc

Financial Services
-1.22K
- 19.14%
$100.68 - $109.89 $123K - $134K
5.16K $534K
IBM
International Business Machines Corp

Technology
-146
- 1.75%
$234.77 - $292.47 $34.3K - $42.7K
8.19K $2.31M
WMT
Walmart Inc.

Consumer Defensive
-4.01K
- 7.73%
$94.4 - $104.27 $379K - $418K
47.9K $4.94M
PFE
Pfizer Inc

Healthcare
-6.1K
- 41.53%
$23.29 - $25.88 $142K - $158K
8.59K $218K
PANW
Palo Alto Networks Inc

Technology
-644
- 11.22%
$167.06 - $208.19 $108K - $134K
5.1K $1.04M
COST
Costco Wholesale Corp

Consumer Defensive
-97
- 21.51%
$915.95 - $994.57 $88.8K - $96.5K
354 $327K
CAC
Camden National Corp

Financial Services
-337
- 0.76%
$36.6 - $43.51 $12.3K - $14.7K
44.1K $1.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.72K
- 12.45%
$62.54 - $68.42 $170K - $186K
19.1K $1.29M
MCD
Mcdonalds Corp

Consumer Cyclical
-655
- 6.79%
$291.67 - $316.99 $191K - $208K
8.99K $2.73M
KO
Coca Cola CO

Consumer Defensive
-18
- 0.1%
$65.67 - $71.67 $1.18K - $1.29K
17.4K $1.15M
VIG
Vanguard Dividend Appreciation

ETFs
-423
- 21.02%
N/A
1.59K $289K
BMY
Bristol Myers Squibb CO

Healthcare
-1.04K
- 4.61%
$43.31 - $48.98 $45.1K - $51K
21.6K $972K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-732
- 14.88%
$76.2 - $83.34 $55.8K - $61K
4.19K $329K
BHB
Bar Harbor Bankshares

Financial Services
-2.55K
- 9.74%
$28.64 - $32.84 $72.9K - $83.6K
23.6K $718K
SHW
Sherwin Williams CO

Basic Materials
-163
- 20.63%
$330.88 - $375.23 $53.9K - $61.2K
627 $217K
SCHW
Schwab Charles Corp

Financial Services
-2.55K
- 5.69%
$91.03 - $98.69 $232K - $252K
42.3K $4.04M
CMCSA
Comcast Corp

Communication Services
-30
- 0.25%
$31.41 - $36.33 $942 - $1.09K
12.2K $382K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-1.96K
- 15.25%
$50.48 - $57.12 $98.8K - $112K
10.9K $607K
UBER
Uber Technologies, Inc

Technology
-2.58K
- 5.86%
$86.91 - $99.57 $224K - $256K
41.4K $4.05M
VT
Vanguard Total World Stk Index

ETFs
-801
- 9.98%
$128.41 - $138.03 $103K - $111K
7.23K $996K
UNP
Union Pacific Corp

Industrials
-194
- 9.04%
$214.91 - $237.16 $41.7K - $46K
1.95K $461K
CSCO
Cisco Systems, Inc.

Technology
-168
- 0.8%
$66.2 - $71.79 $11.1K - $12.1K
20.9K $1.43M
FDN
First Tr Fd Dow Jones

ETFs
-189
- 7.88%
$264.06 - $287.34 $49.9K - $54.3K
2.21K $618K
LNG
Cheniere Energy, Inc.

Energy
-61
- 4.34%
$222.68 - $244.28 $13.6K - $14.9K
1.34K $315K
NVS
Novartis Ag

Healthcare
-525
- 7.38%
$113.5 - $129.73 $59.6K - $68.1K
6.59K $844K
GILD
Gilead Sciences, Inc.

Healthcare
-148
- 2.45%
$108.22 - $120.47 $16K - $17.8K
5.89K $653K
SNOW
Snowflake Inc.

Technology
-89
- 2.22%
$191.73 - $241.0 $17.1K - $21.4K
3.92K $884K
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 1 Puts 0
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