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| Means Investment Co Inc
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| CRD # | 2748 |
| SEC # | 801-80992 |
| CIK # | 0000701516 |
| AUM | $1.3 B (2025-05-01) |
| Employees | 22 (59% Investors, 0% Brokers) |
| Phone | 207-947-6763 |
| Address | 802 Stillwater Ave Bangor, ME 04401-3614 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000701516 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 65.7 | ||
| Microsoft Corp | 50.1 | ||
| Nvidia Corp | 43.4 | ||
| Amazon Com Inc | 42.8 | ||
| Facebook Inc | 23.2 | ||
| J P Morgan Chase & Co | 18.6 | ||
| Alphabet Inc | 16.7 | ||
| Palantir Technologies Inc | 12.0 | ||
| Berkley W R Corp | 9.3 | ||
| Tesla Motors Inc | 8.4 | ||
| Oracle Corp | 7.4 | ||
| Chevron Corp | 6.3 | ||
| VISA Inc | 6.2 | ||
| Lam Research Corp | 6.0 | ||
| Philip Morris International Inc | 5.8 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Penobscot Associates Inc | 2022-09-16 | 7.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 922 | 302.0 |
| (b) Individuals (high net worth individuals) | 336 | 855.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 89.0 |
| (h) Charitable organizations | 16 | 29.9 |
| (i) State or municipal government entities | 3 | 0.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 29.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,302 | 1,306.7 |
| By Discretionary | ||
| Discretionary | 3,224 | 1,149.2 |
| Non-Discretionary | 78 | 157.5 |
| Total | 3,302 | 1,306.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,306.7 | |
| Total | 3,302 | 1,306.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000701516] |
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