What Means Investment Co., Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 701516 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANGUARD INDEX FDSS&P 500 ETF SHS | 344.5K | +0.5% | $236.6M | 17.9% |
VANGUARD INTL EQUITY INDEX FALLWRLD EX US | 1.3M | −0.7% | $105.2M | 7.9% |
INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 | 1.6M | +3.9% | $99.5M | 7.5% |
| 295.7K |
| −0.5% |
| $85.6M |
| 6.5% |
NVDANVIDIA Corp | 262.7K | +0.4% | $52.6M | 4% |
AMERICAN CENTY ETF TRUS SML CP VALU | 385.2K | −2.2% | $48.1M | 3.6% |
AMZNAmazon Com Inc | 188.1K | −1.9% | $44.8M | 3.4% |
VANGUARD WORLD FDMEGA GRWTH IND | 470.9K | +391.6% | $41.4M | 3.1% |
ISHARES TRMRGSTR MD CP ETF | 407.2K | −5.8% | $39.3M | 3% |
MSFTMicrosoft Corp | 99.6K | −4.7% | $37.2M | 2.8% |
GOOGAlphabet Inc. | 96.4K | +12.2% | $34M | 2.6% |
SELECT SECTOR SPDR TRST STR CARE ETF | 170.8K | New | $27.1M | 2% |
J P MORGAN EXCHANGE TRADED FACTIVE BOND ETF | 473.6K | +9.7% | $25.3M | 1.9% |
LRCXLAM Research Corp | 55.2K | −2.4% | $23.9M | 1.8% |
J P MORGAN EXCHANGE TRADED FINCOME ETF | 501.9K | New | $23.1M | 1.7% |
VANGUARD WORLD FDMEGA CAP VAL ETF | 133.5K | −2.4% | $21.8M | 1.6% |
FBTCFidelity Wise Origin Bitcoin Fund | 415K | +39.0% | $21.2M | 1.6% |
JPMJPMorgan Chase & Co | 63.9K | −1.9% | $20.9M | 1.6% |
METAMeta Platforms, Inc. | 30.4K | −4.0% | $17.1M | 1.3% |
VANECK ETF TRUSTSEMICONDUCTR ETF | 21.1K | +17.3% | $13.8M | 1% |
SELECT SECTOR SPDR TRST STR FINL ETF | 241.3K | New | $12.9M | 1% |
TSLATesla, Inc. | 28.9K | +5.8% | $12.1M | 0.9% |
AVGOBroadcom Inc. | 28.6K | +8.3% | $10.8M | 0.8% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 20K | −2.2% | $10M | 0.8% |
PLTRPalantir Technologies Inc. | 85.1K | +1.0% | $9.9M | 0.8% |
PIMCO ETF TRMULTISECTOR BD | 347.1K | +69.7% | $9.2M | 0.7% |
WRBBerkley W R Corp | 126.5K | +0.1% | $8.9M | 0.7% |
JNJJohnson & Johnson | 28.1K | +29.5% | $7.1M | 0.5% |
CVXChevron Corp | 41K | −0.0% | $6.8M | 0.5% |
GOOGLAlphabet Inc. | 18.7K | −0.4% | $6.7M | 0.5% |
BACBank of America Corp | 115.6K | −0.9% | $6.6M | 0.5% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 37.7K | +0.4% | $6M | 0.5% |
VVisa Inc. | 17K | −6.7% | $5.8M | 0.4% |
ABBVAbbVie Inc. | 22.9K | −2.2% | $5.8M | 0.4% |
LLYELI LILLY & Co | 4.7K | +3.3% | $5.7M | 0.4% |
PMPhilip Morris International Inc. | 30.3K | −0.9% | $5.5M | 0.4% |
MDYSPDR S&P Midcap 400 ETF Trust | 7.3K | +36.1% | $5.1M | 0.4% |
ORCLOracle Corp | 34.4K | +1.2% | $5M | 0.4% |
WMTWalmart Inc. | 44.1K | −1.1% | $5M | 0.4% |
AMDAdvanced Micro Devices Inc | 8.3K | +122.9% | $4.8M | 0.4% |
MUMicron Technology Inc | 3.9K | −6.9% | $4.5M | 0.3% |
EXXON MOBIL CORPCOM | 31.9K | +0.4% | $4.4M | 0.3% |
GSGoldman Sachs Group Inc | 4.3K | +0.2% | $4.3M | 0.3% |
ISHARES TRU.S. MED DVC ETF | 80.1K | −9.9% | $4M | 0.3% |
PGPROCTER & GAMBLE Co | 26.2K | −1.2% | $3.8M | 0.3% |
MRKMerck & Co., Inc. | 28K | −0.2% | $3.6M | 0.3% |
SCHWSchwab Charles Corp | 38.4K | −3.8% | $3.5M | 0.3% |
TJXTJX Companies Inc | 21.4K | +0.1% | $3.2M | 0.2% |
RTXRTX Corp | 16.4K | +1.5% | $3.1M | 0.2% |
ISHARES TRS&P 100 ETF | 8.4K | ±0% | $3.1M | 0.2% |
UBERUber Technologies, Inc | 37.3K | −11.2% | $2.7M | 0.2% |
CRWDCrowdStrike Holdings, Inc. | 3.4K | −1.1% | $2.6M | 0.2% |
ISHARES TRCORE S&P SCP ETF | 16.7K | −1.3% | $2.5M | 0.2% |
ABTAbbott Laboratories | 27.1K | −3.5% | $2.5M | 0.2% |
CSCOCisco Systems, Inc. | 20.1K | +1.3% | $2.4M | 0.2% |
MCDMcDonald's Corp | 8.6K | −4.7% | $2.3M | 0.2% |
CACCamden National Corp | 42.9K | +0.2% | $2.3M | 0.2% |
SPYSPDR S&P 500 ETF Trust | 3.1K | +1.4% | $2.3M | 0.2% |
CATCaterpillar Inc | 2.1K | −0.4% | $2.3M | 0.2% |
NUENucor Corp | 9.7K | +0.0% | $2.1M | 0.2% |
IBMInternational Business Machines Corp | 7.6K | −7.5% | $2.1M | 0.2% |
BXBlackstone Inc. | 17K | +0.7% | $2M | 0.2% |
MOAltria Group, Inc. | 26.8K | +0.1% | $1.9M | 0.1% |
PDIPIMCO Dynamic Income Fund | 108K | −9.4% | $1.8M | 0.1% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 31.6K | −6.7% | $1.8M | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 2.4K | −3.1% | $1.8M | 0.1% |
CCJCameco Corp | 16.7K | −1.2% | $1.7M | 0.1% |
MTBM&T Bank Corp | 7.1K | +0.1% | $1.7M | 0.1% |
NEENextEra Energy Inc | 18.7K | −2.8% | $1.6M | 0.1% |
ADXAdams Diversified Equity Fund, Inc. | 62.5K | ±0% | $1.6M | 0.1% |
SBUXStarbucks Corp | 15.5K | −2.8% | $1.6M | 0.1% |
HDHome Depot, Inc. | 4.5K | −2.5% | $1.6M | 0.1% |
ISHARES TRCORE S&P500 ETF | 2K | +0.5% | $1.5M | 0.1% |
BABAAlibaba Group Holding Ltd | 15.2K | −0.3% | $1.5M | 0.1% |
KOCoca Cola Co | 17.1K | −3.4% | $1.4M | 0.1% |
PEPPepsiCo Inc | 10.1K | −2.3% | $1.4M | 0.1% |
PANWPalo Alto Networks Inc | 3.9K | −25.8% | $1.3M | 0.1% |
ETNEaton Corp plc | 3.1K | +3.5% | $1.3M | 0.1% |
CRMSalesforce, Inc. | 8.5K | −43.7% | $1.3M | 0.1% |
SHOPShopify Inc. | 11.2K | −12.2% | $1.3M | 0.1% |
ISHARES INCMSCI EMRG CHN | 12.4K | −15.4% | $1.3M | 0.1% |
CRWVCoreWeave, Inc. | 12.7K | +10.7% | $1.3M | 0.1% |
CVSCVS HEALTH Corp | 11.8K | +0.3% | $1.2M | 0.1% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 6.9K | −2.6% | $1.1M | 0.1% |
SPDR SERIES TRUSTST STR SP BIOT | 6.6K | New | $1.1M | 0.1% |
DEDeere & Co | 1.6K | +1.3% | $1M | 0.1% |
ISHARES TRISHARES BIOTECH | 5.4K | −4.0% | $1M | 0.1% |
NVSNovartis AG | 6.3K | −1.9% | $992K | 0.1% |
MDLZMondelez International, Inc. | 17.1K | −4.4% | $986.5K | 0.1% |
BMYBristol Myers Squibb Co | 17.1K | −2.5% | $984.1K | 0.1% |
IDXXIDEXX Laboratories Inc | 1.8K | −0.2% | $954.7K | 0.1% |
VLOValero Energy Corp | 3.6K | −0.3% | $944.8K | 0.1% |
SNOWSnowflake Inc. | 3.7K | +1.9% | $940.5K | 0.1% |
DISWalt Disney Co | 9.6K | −6.9% | $928.6K | 0.1% |
SOFISoFi Technologies, Inc. | 51.4K | ±0% | $921.2K | 0.1% |
CARRCARRIER GLOBAL Corp | 12.5K | −1.0% | $916K | 0.1% |
VANGUARD INDEX FDSGROWTH ETF | 10.5K | +500.7% | $900.3K | 0.1% |
AMGNAmgen Inc | 2.4K | +0.7% | $884.9K | 0.1% |
SPDR SERIES TRUSTST STR SP HOME | 7.5K | New | $870K | 0.1% |
QCOMQualcomm Inc | 4.5K | −2.9% | $831.5K | 0.1% |
BLKBlackRock, Inc. | 846 | −13.2% | $813.5K | 0.1% |
NFLXNetflix Inc | 11.2K | −65.5% | $801.6K | 0.1% |
NOCNorthrop Grumman Corp | 1.6K | −14.0% | $800.8K | 0.1% |
GEVGE Vernova Inc. | 674 | +44.0% | $792.3K | 0.1% |
MAMastercard Inc | 1.5K | −64.1% | $787.4K | 0.1% |
CBChubb Ltd | 2.3K | +0.1% | $784.9K | 0.1% |
VZVerizon Communications Inc | 18.5K | −1.0% | $783.6K | 0.1% |
NOWServiceNow, Inc. | 7.8K | −8.5% | $772K | 0.1% |
BERKSHIRE HATHAWAY INC DELCL A | 1 | ±0% | $748.9K | 0.1% |
MSMorgan Stanley | 3.5K | +0.5% | $735.9K | 0.1% |
COPConocoPhillips | 7K | +0.0% | $724.5K | 0.1% |
WISDOMTREE TRUS SMALLCAP FUND | 10.6K | −3.1% | $716.7K | 0.1% |
GEGeneral Electric Co | 1.9K | −4.8% | $705.1K | 0.1% |
PSXPhillips 66 | 4.1K | −2.9% | $696.1K | 0.1% |
SOSouthern Co | 6.8K | −10.5% | $653.5K | 0.1% |
CSXCSX Corp | 13.5K | +4.8% | $642.8K | 0.1% |
UNHUnitedHealth Group Inc | 1.5K | −5.5% | $636.1K | 0.1% |
BHBBAR Harbor Bankshares | 16.6K | −1.1% | $627.6K | 0.1% |
GILDGilead Sciences, Inc. | 4.9K | +0.4% | $616.4K | 0.1% |
BBarrick Mining Corp | 16K | +0.3% | $586.1K | 0.1% |
STTState Street Corp | 3.4K | +0.1% | $582.7K | 0.1% |
WFCWells Fargo & Company | 7K | +0.3% | $580.9K | 0.1% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 19.6K | +0.0% | $575.6K | 0.1% |
AMATApplied Materials Inc | 778 | +0.8% | $562.4K | 0.1% |
ISHARES TRUS AER DEF ETF | 2.3K | +0.9% | $558.4K | 0.1% |
LOWLowe's Companies Inc | 2.5K | −0.1% | $554.3K | 0.1% |
VANGUARD INDEX FDSVALUE ETF | 2.5K | +0.5% | $548.1K | 0.1% |
VANGUARD INDEX FDSSMALL CP ETF | 1.8K | +19.8% | $545.6K | 0.1% |
FIRST TR EXCHANGE-TRADED FDDJ INTERNT IDX | 2K | −1.8% | $536.8K | 0.1% |
ADBEAdobe Inc. | 2.6K | −1.2% | $532K | 0.1% |
TTTrane Technologies plc | 1.1K | +0.1% | $526.8K | 0.1% |
UNPUnion Pacific Corp | 1.9K | −1.1% | $521.5K | 0.1% |
UNMUnum Group | 5.8K | +0.4% | $520.2K | 0.1% |
J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM | 7.8K | +2.6% | $477K | 0.1% |
INVESCO EXCHANGE TRADED FD TBUYBACK ACHIEV | 3.2K | +0.0% | $458.5K | 0.1% |
NDAQNasdaq, Inc. | 5.8K | +0.1% | $457.7K | 0.1% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 2.4K | New | $450.9K | 0.1% |
ALLAllstate Corp | 1.9K | +3.8% | $444.7K | 0.1% |
TAT&T Inc. | 21.1K | +0.1% | $436.2K | 0.1% |
OTISOtis Worldwide Corp | 6.1K | −1.1% | $434.9K | 0.1% |
GLWCorning Inc | 1.7K | +0.1% | $425.2K | 0.1% |
BNYBank of New York Mellon Corp | 2.9K | −0.7% | $417.4K | 0.1% |
ISHARES TRMRGSTR MD CP GRW | 4.1K | +0.0% | $403.9K | 0.1% |
TRVTravelers Companies, Inc. | 1.2K | +0.1% | $396.8K | 0.1% |
AXPAmerican Express Co | 1.2K | +0.3% | $390.8K | 0.1% |
METMetLife Inc | 4.6K | −9.5% | $386.3K | 0.1% |
DUKDuke Energy CORP | 3K | +0.4% | $379.4K | 0.1% |
TDToronto Dominion Bank | 3.1K | −5.0% | $378.2K | 0.1% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 1.6K | +0.3% | $372.9K | 0.1% |
FNLCFirst Bancorp, Inc | 10.7K | +0.2% | $371.8K | 0.1% |
LMTLockheed Martin Corp | 726 | −37.5% | $369.7K | 0.1% |
PRUPrudential Financial Inc | 3.4K | −2.2% | $363.1K | 0.1% |
LNGCheniere Energy, Inc. | 1.5K | +2.8% | $357.4K | 0.1% |
MPCMarathon Petroleum Corp | 1.4K | −23.5% | $349.4K | 0.1% |
INVESCO EXCHANGE TRADED FD TPHARMACEUTICALS | 2.9K | +0.1% | $348.5K | 0.1% |
ISHARES TRMSCI EAFE ETF | 3.3K | +20.7% | $346.4K | 0.1% |
ISHARES TRMORNINGSTAR VALU | 3.2K | +0.4% | $327.6K | 0.1% |
CMCSAComcast Corp | 12.9K | +0.1% | $315.5K | 0.1% |
TXNTexas Instruments Inc | 1K | +0.7% | $311.2K | 0.1% |
AFLAflac Inc | 2.6K | +0.2% | $303.6K | 0.1% |
CMICummins Inc | 425 | +0.5% | $303.3K | 0.1% |
OKLOOklo Inc. | 5.7K | +1.8% | $298.3K | 0.1% |
LHXL3HARRIS Technologies, Inc. | 1K | ±0% | $295K | 0.1% |
MSTRStrategy Inc | 3.4K | +6.3% | $291.6K | 0.1% |
MMM3M Co | 1.8K | +0.4% | $288.9K | 0.1% |
KRKroger Co | 5.2K | ±0% | $288.8K | 0.1% |
ISHARES TRCORE MSCI TOTAL | 3K | +17.5% | $287.8K | 0.1% |
VANGUARD INDEX FDSMID CAP ETF | 3.6K | New | $287.7K | 0.1% |
CCitigroup Inc | 2K | +6.4% | $281.9K | 0.1% |
YUMYUM Brands Inc | 1.7K | +0.2% | $277.3K | 0.1% |
GLOBAL X FDSUS INFR DEV ETF | 4.5K | ±0% | $267.4K | 0.1% |
SELECT SECTOR SPDR TRST STR REAL ETF | 6K | New | $262.5K | 0.1% |
WMWaste Management Inc | 1.2K | +0.1% | $261.8K | 0.1% |
BROBrown & Brown, Inc. | 4K | +0.4% | $257.6K | 0.1% |
DKSDick's Sporting Goods, Inc. | 1.1K | +1.2% | $254K | 0.1% |
ZETAZeta Global Holdings Corp. | 12.9K | −5.7% | $252.9K | 0.1% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 4.7K | New | $249.6K | 0.1% |
HIMSHims & Hers Health, Inc. | 7.2K | −43.4% | $248.5K | 0.1% |
PROSHARES TRBITCOIN ETF | 30.9K | −2.3% | $246.7K | 0.1% |
DIREXION SHARES ETF TRUSTDAI SEM BUL ETF | 904 | New | $241.1K | 0.1% |
COFCapital One Financial Corp | 1.2K | −16.9% | $240.6K | 0.1% |
UCOProShares Trust II | 7.3K | −11.6% | $240.1K | 0.1% |
ISHARES TREAFE GRWTH ETF | 1.8K | +0.8% | $229K | 0.1% |
MRVLMarvell Technology, Inc. | 767 | New | $228.5K | 0.1% |
ISHARES TRS&P MC 400GR ETF | 1.9K | New | $227.2K | 0.1% |
ISHARES TRSP SMCP600VL ETF | 1.6K | New | $223.9K | 0.1% |
CICigna Group | 812 | +0.5% | $223.7K | 0.1% |
MGMMGM Resorts International | 4.6K | New | $221.7K | 0.1% |
ISHARES TRRUSEL 2500 ETF | 2.4K | New | $220.8K | 0.1% |
COSTCostco Wholesale Corp | 234 | −8.6% | $218.5K | 0.1% |
SHWSherwin Williams Co | 631 | +0.3% | $217.3K | 0.1% |
SPDR SERIES TRUSTST STR SP HCEQ | 2.6K | New | $216.1K | 0.1% |
ISHARES TRRUS MDCP VAL ETF | 1.3K | −45.2% | $206.4K | 0.1% |
VANGUARD INDEX FDSSML CP GRW ETF | 559 | New | $204.4K | 0.1% |
HIGHartford Insurance Group, Inc. | 1.5K | +0.4% | $202.2K | 0.1% |
SELECT SECTOR SPDR TRST STR INDL ETF | 1.1K | New | $201.7K | 0.1% |
| 800 | +33.3% | $181.6K | 0.1% |
SELECT SECTOR SPDR TRST STR ENERG ETFCall option | 3.4K | New | $180.6K | 0.1% |
WELLWelltower Inc. | 742 | +0.1% | $168.4K | 0.1% |
| 2.3K | New | $79.7K | 0.1% |
| 8.4K | New | $78.9K | 0.1% |
| 200 | −80.0% | $75.6K | 0.1% |
| 200 | New | $65.5K | 0.1% |
| 100 | New | $28.9K | 0.1% |
CLFCleveland-Cliffs Inc. | 2.7K | New | $24.9K | 0.1% |
| 1K | ±0% | $17.9K | 0.1% |
SPDR SERIES TRUSTST STR SP BIOTCall option | 100 | New | $15.8K | 0.1% |
| 200 | ±0% | $14.3K | 0.1% |
| 100 | ±0% | $9.9K | 0.1% |
