Portfolio (Quarterly) Guide ↗

MEANS INVESTMENT CO., INC.

· CIK 0000701516

13F Portfolio $1.1B AUM 215 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 31 New 50 Added 82 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BA	BOEING CO	Industrials	1,066	$231K	0.02%	SOLD
2	ES	EVERSOURCE ENERGY	Utilities	3,010	$203K	0.02%	SOLD
3	WULF CALL	TERAWULF INC	Financial Services	11,100	$8K	0.00%	SOLD
4	GRAB CALL	GRAB HOLDINGS LIMITED	Technology	30,500	$3K	—	SOLD
5	F CALL	FORD MTR CO	Consumer Cyclical	10,000	$2K	—	SOLD

Sector Allocation

Technology 42.5%

Financial Services 17.8%

Consumer Cyclical 12.2%

Communication Services 10.6%

Healthcare 5.4%

Consumer Defensive 4.1%

Energy 3.7%

Industrials 2.5%

Utilities 0.7%

Basic Materials 0.5%