MEANS INVESTMENT CO., INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 701516
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.1B
incl. option notional
Equity Holdings
ⓘ$1.1B
Option Notional
ⓘ$2.7M
$317,342 puts / $2.4M calls
Holdings
212
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MEANS INVESTMENT CO., INC. disclosed 212 positions worth $1.1B in its Form 13F-HR for Q1 2026 — $1.1B in common stock plus $2.7M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 30 new positions and exited 5 — including a new stake in $GE and a full exit from $BA. The portfolio is most concentrated in Other (47.5% of disclosed assets). All figures are sourced directly from MEANS INVESTMENT CO., INC.’s Form 13F-HR filing with the SEC under CIK 701516.
AI Fund Analysis
StableVANGUARD INDEX FDS
17.9% weight
Held 6 quarters
VANGUARD INTL EQUITY INDEX
8.3% weight
Held 6 quarters
$IVZ7.5% weight
Held 6 quarters
$AAPL6.6% weight
Held 6 quarters
$NVDA4.0% weight
Held 6 quarters
VANGUARD INDEX FDS
6 quarters accumulating
ISHARES TR
6 quarters accumulating
SELECT SECTOR SPDR TR
6 quarters accumulating
$AVGO6 quarters accumulating
$MA6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$IVZCALL$480K notional
$AVGOCALL$310K notional
$PFECALL$239K notional
SELECT SECTOR SPDR TRCALL$227K notional
$CRMCALL$205K notional
$XOMCALL$204K notional
$CSCOCALL$155K notional
$OKLOPUT$149K notional
$RIGCALL$139K notional
$WELLCALL$119K notional
$GECALL$114K notional
$NVDAPUT$87K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$204.9M342,870 shVANGUARD INTL EQUITY INDEX F
—Quality
$95.0M1,264,718 sh- —
Quality
$85.3M1,564,330 sh - 76.1
Quality
$75.4M297,057 sh - 90.2
Quality
$45.6M261,746 sh AMERICAN CENTY ETF TR
—Quality
$43.5M394,029 sh- 74.6
Quality
$39.9M191,800 sh - 83.7
Quality
$38.7M104,601 sh ISHARES TR
—Quality
$36.1M432,405 shVANGUARD WORLD FD
—Quality
$35.2M95,771 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $204.9M | 342,870 |
| VANGUARD INTL EQUITY INDEX F | — | $95.0M | 1,264,718 |
| Invesco Ltd.$IVZ | — | $85.3M | 1,564,330 |
| Apple Inc.$AAPL | 76.1 | $75.4M | 297,057 |
| NVIDIA CORP$NVDA | 90.2 | $45.6M | 261,746 |
| AMERICAN CENTY ETF TR | — | $43.5M | 394,029 |
 AMAZON COM INC$AMZN | 74.6 | $39.9M | 191,800 |
 MICROSOFT CORP$MSFT | 83.7 | $38.7M | 104,601 |
| ISHARES TR | — | $36.1M | 432,405 |
| VANGUARD WORLD FD | — | $35.2M | 95,771 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MEANS INVESTMENT CO., INC.'s 212 positions.
Showing top 10 of 212 holdings.
Sector Allocation
Other
$544.5M
Technology
$254.4M
Financials
$179.2M
Consumer Discretionary
$56.2M
Industrials
$36.4M
Healthcare
$27.9M
Energy
$17.3M
Consumer Staples
$15.0M
Full Holdings — MEANS INVESTMENT CO., INC. (Q1 2026)
All 212 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $204.9M | 17.9% | +2% | — |
| 2 | — | VANGUARD INTL EQUITY INDEX F | $95.0M | 8.3% | -0% | — |
| 3 | $IVZ | Invesco Ltd. | $85.3M | 7.5% | +7% | — |
| 4 | $AAPL | Apple Inc. | $75.4M | 6.6% | -1% | 76.1 |
| 5 | $NVDA | NVIDIA CORP | $45.6M | 4.0% | -0% | 90.2 |
| 6 | — | AMERICAN CENTY ETF TR | $43.5M | 3.8% | -1% | — |
| 7 | $AMZN | AMAZON COM INC | $39.9M | 3.5% | +1% | 74.6 |
| 8 | $MSFT | MICROSOFT CORP | $38.7M | 3.4% | +3% | 83.7 |
| 9 | — | ISHARES TR | $36.1M | 3.1% | +1% | — |
| 10 | — | VANGUARD WORLD FD | $35.2M | 3.1% | -1% | — |
| 11 |  $GOOGL | Alphabet Inc. | $24.6M | 2.1% | -0% | 80.2 |
| 12 | — | SELECT SECTOR SPDR TR | $23.7M | 2.1% | +2% | — |
| 13 | — | J P MORGAN EXCHANGE TRADED F | $23.2M | 2.0% | +2% | — |
| 14 | — | VANGUARD WORLD FD | $19.8M | 1.7% | -2% | — |
| 15 |  $JPM | JPMORGAN CHASE & CO | $19.2M | 1.7% | +3% | 35.6 |
| 16 |  $META | Meta Platforms, Inc. | $18.1M | 1.6% | +1% | 80.9 |
| 17 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $17.6M | 1.5% | +8% | — |
| 18 |  $PLTR | Palantir Technologies Inc. | $12.3M | 1.1% | -0% | 85.8 |
| 19 |  $LRCX | LAM RESEARCH CORP | $12.1M | 1.1% | -3% | 82.4 |
| 20 | — | SELECT SECTOR SPDR TR | $11.2M | 1.0% | +5% | — |
| 21 |  $TSLA | Tesla, Inc. | $10.1M | 0.9% | +3% | 50.1 |
| 22 |  $BRK.B | BERKSHIRE HATHAWAY INC | $9.8M | 0.9% | -0% | 64.5 |
| 23 |  $CVX | CHEVRON CORP | $8.5M | 0.7% | +6% | 54.7 |
| 24 |  $WRB | BERKLEY W R CORP | $8.4M | 0.7% | -0% | 71.8 |
| 25 | $AVGO | Broadcom Inc. | $8.2M | 0.7% | +2% | 86.4 |
| 26 | — | VANECK ETF TRUST | $6.9M | 0.6% | +5% | — |
| 27 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.7M | 0.5% | -2% | 68.4 |
| 28 | — | VANGUARD WHITEHALL FDS | $5.6M | 0.5% | -3% | — |
| 29 |  $WMT | Walmart Inc. | $5.5M | 0.5% | -6% | 63.2 |
| 30 |  $V | VISA INC. | $5.5M | 0.5% | +2% | 83.5 |
| 31 |  $GOOG | Alphabet Inc. | $5.4M | 0.5% | +1% | 80.2 |
| 32 |  $XOM | EXXON MOBIL CORP | $5.4M | 0.5% | -4% | 61.8 |
| 33 | — | PIMCO ETF TR | $5.4M | 0.5% | +200% | — |
| 34 |  $JNJ | JOHNSON & JOHNSON | $5.3M | 0.5% | -1% | 72.8 |
| 35 |  $ABBV | AbbVie Inc. | $5.1M | 0.4% | -3% | 59.3 |
| 36 |  $PM | Philip Morris International Inc. | $5.1M | 0.4% | -2% | 80.5 |
| 37 |  $ORCL | ORACLE CORP | $5.0M | 0.4% | +1% | 67.2 |
| 38 | — | ISHARES TR | $4.7M | 0.4% | -5% | — |
| 39 |  $LLY | ELI LILLY & Co | $4.2M | 0.4% | -2% | 89.3 |
| 40 |  $PG | PROCTER & GAMBLE Co | $3.8M | 0.3% | +17% | 72.9 |
| 41 |  $SCHW | SCHWAB CHARLES CORP | $3.8M | 0.3% | -1% | 77.2 |
| 42 |  $GS | GOLDMAN SACHS GROUP INC | $3.6M | 0.3% | -2% | — |
| 43 |  $TJX | TJX COMPANIES INC /DE/ | $3.4M | 0.3% | -1% | 70.7 |
| 44 |  $MRK | Merck & Co., Inc. | $3.4M | 0.3% | -3% | 70.9 |
| 45 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $3.3M | 0.3% | -4% | — |
| 46 |  $NFLX | NETFLIX INC | $3.1M | 0.3% | +4% | 86.7 |
| 47 |  $RTX | RTX Corp | $3.1M | 0.3% | +8% | 70 |
| 48 |  $UBER | Uber Technologies, Inc | $3.0M | 0.3% | +1% | 79.3 |
| 49 |  $ABT | ABBOTT LABORATORIES | $2.9M | 0.3% | -1% | 67 |
| 50 |  $CRM | Salesforce, Inc. | $2.8M | 0.3% | -4% | 75.2 |
| 51 |  $MCD | MCDONALDS CORP | $2.8M | 0.3% | -2% | 73.9 |
| 52 | — | ISHARES TR | $2.7M | 0.2% | -1% | — |
| 53 | $MA | Mastercard Inc | $2.1M | 0.2% | +4% | 81.7 |
| 54 | — | ISHARES TR | $2.1M | 0.2% | -1% | — |
| 55 |  $PDI | PIMCO Dynamic Income Fund | $2.0M | 0.2% | -9% | — |
| 56 |  $CAC | CAMDEN NATIONAL CORP | $2.0M | 0.2% | -2% | 61.5 |
| 57 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.0M | 0.2% | +10% | 66.7 |
| 58 |  $SPY | SPDR S&P 500 ETF TRUST | $2.0M | 0.2% | +0% | — |
| 59 |  $BX | Blackstone Inc. | $1.9M | 0.2% | +1% | 68 |
| 60 | — | J P MORGAN EXCHANGE TRADED F | $1.9M | 0.2% | -6% | — |
| 61 |  $BABA | Alibaba Group Holding Ltd | $1.9M | 0.2% | -1% | — |
| 62 |  $CCJ | CAMECO CORP | $1.8M | 0.2% | +2% | — |
| 63 |  $NEE | NEXTERA ENERGY INC | $1.8M | 0.2% | +3% | 71.7 |
| 64 |  $MO | ALTRIA GROUP, INC. | $1.8M | 0.1% | -0% | 72.1 |
| 65 |  $NUE | NUCOR CORP | $1.6M | 0.1% | +0% | 58.9 |
| 66 |  $PEP | PEPSICO INC | $1.6M | 0.1% | -4% | 62.7 |
| 67 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.1% | +0% | 72.3 |
| 68 |  $SHOP | SHOPIFY INC. | $1.5M | 0.1% | -3% | — |
| 69 |  $HD | HOME DEPOT, INC. | $1.5M | 0.1% | -2% | 69.2 |
| 70 |  $CAT | CATERPILLAR INC | $1.5M | 0.1% | -1% | 67.8 |
| 71 |  $MTB | M&T BANK CORP | $1.5M | 0.1% | -4% | 64.1 |
| 72 |  $SBUX | STARBUCKS CORP | $1.4M | 0.1% | -5% | 54.6 |
| 73 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.4M | 0.1% | -1% | — |
| 74 |  $MU | MICRON TECHNOLOGY INC | $1.4M | 0.1% | +1% | 88.4 |
| 75 |  $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | $1.4M | 0.1% | +0% | — |
| 76 |  $KO | COCA COLA CO | $1.3M | 0.1% | +1% | 74 |
| 77 |  $CRWD | CrowdStrike Holdings, Inc. | $1.3M | 0.1% | +2% | 55 |
| 78 | — | ISHARES TR | $1.3M | 0.1% | -2% | — |
| 79 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.2M | 0.1% | -1% | 60.5 |
| 80 | — | ISHARES INC | $1.2M | 0.1% | -8% | — |
| 81 |  $ETN | Eaton Corp plc | $1.1M | 0.1% | +0% | — |
| 82 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.1M | 0.1% | -3% | 70.1 |
| 83 |  $MDLZ | Mondelez International, Inc. | $1.0M | 0.1% | -6% | 53.9 |
| 84 |  $IDXX | IDEXX LABORATORIES INC /DE | $1.0M | 0.1% | -1% | 73.6 |
| 85 |  $DIS | Walt Disney Co | $998,353 | 0.1% | -4% | 68.9 |
| 86 |  $NVS | NOVARTIS AG | $985,974 | 0.1% | -2% | — |
| 87 |  $DOV | DOVER Corp | $975,862 | 0.1% | -0% | 63.1 |
| 88 | — | ISHARES TR | $943,583 | 0.1% | -3% | — |
| 89 |  $VZ | VERIZON COMMUNICATIONS INC | $938,347 | 0.1% | +7% | 71.6 |
| 90 |  $BLK | BlackRock, Inc. | $937,390 | 0.1% | -8% | 70.3 |
| 91 |  $COP | CONOCOPHILLIPS | $919,651 | 0.1% | +0% | 74.8 |
| 92 |  $DE | DEERE & CO | $900,257 | 0.1% | -9% | 57.4 |
| 93 |  $VLO | VALERO ENERGY CORP/TX | $899,179 | 0.1% | +6% | 51.4 |
| 94 |  $CRWV | CoreWeave, Inc. | $889,898 | 0.1% | +197% | 46.5 |
| 95 |  $NOW | ServiceNow, Inc. | $888,391 | 0.1% | -1% | 76 |
| 96 |  $AMGN | AMGEN INC | $854,008 | 0.1% | +4% | 79.5 |
| 97 |  $CVS | CVS HEALTH Corp | $848,402 | 0.1% | +187% | 51.3 |
| 98 |  $PANW | Palo Alto Networks Inc | $845,743 | 0.1% | +5% | 66.5 |
| 99 | — | SPDR SERIES TRUST | $823,093 | 0.1% | +0% | — |
| 100 |  $SOFI | SoFi Technologies, Inc. | $815,878 | 0.1% | -1% | 53.8 |
| 101 |  $PSX | Phillips 66 | $772,731 | 0.1% | +2% | 47.6 |
| 102 |  $AMD | ADVANCED MICRO DEVICES INC | $762,049 | 0.1% | -4% | 78.8 |
| 103 | — | VANGUARD INDEX FDS | $760,222 | 0.1% | +1% | — |
| 104 |  $CB | Chubb Ltd | $749,868 | 0.1% | +0% | — |
| 105 | — | SPDR SERIES TRUST | $745,653 | 0.1% | -9% | — |
| 106 |  $SO | SOUTHERN CO | $736,206 | 0.1% | -10% | 65.1 |
| 107 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | +0% | 64.5 |
| 108 |  $CARR | CARRIER GLOBAL Corp | $710,058 | 0.1% | +0% | 61.5 |
| 109 |  $LMT | LOCKHEED MARTIN CORP | $702,279 | 0.1% | +6% | 65 |
| 110 |  $GILD | GILEAD SCIENCES, INC. | $677,114 | 0.1% | +0% | 77.8 |
| 111 |  $B | BARRICK MINING CORP | $649,199 | 0.1% | +5% | — |
| 112 |  $ADBE | ADOBE INC. | $638,328 | 0.1% | +0% | 80.4 |
| 113 |  $WT | WisdomTree, Inc. | $633,593 | 0.1% | +0% | 62.9 |
| 114 |  $STT | STATE STREET CORP | $619,490 | 0.1% | -22% | 61.5 |
| 115 |  $T | AT&T INC. | $610,167 | 0.1% | +69% | 71.9 |
| 116 |  $QCOM | QUALCOMM INC/DE | $596,832 | 0.1% | -9% | 81.9 |
| 117 |  $LOW | LOWES COMPANIES INC | $594,609 | 0.1% | -1% | 63.5 |
| 118 |  $MS | MORGAN STANLEY | $576,420 | 0.1% | +89% | — |
| 119 |  $GE | GENERAL ELECTRIC CO | $562,607 | 0.1% | NEW | 74.8 |
| 120 |  $WFC | WELLS FARGO & COMPANY/MN | $557,911 | 0.1% | +0% | — |
| 121 |  $SNOW | Snowflake Inc. | $547,111 | 0.1% | -5% | 49.6 |
| 122 |  $BHB | BAR HARBOR BANKSHARES | $545,229 | 0.1% | -6% | — |
| 123 |  $CSX | CSX CORP | $529,668 | 0.1% | +0% | 66.4 |
| 124 | — | SCHWAB STRATEGIC TR | $501,440 | 0.0% | +0% | — |
| 125 | — | ISHARES TR | $499,512 | 0.0% | +0% | — |
| 126 |  $NDAQ | NASDAQ, INC. | $492,462 | 0.0% | +0% | 78.5 |
| 127 | — | VANGUARD INDEX FDS | $491,077 | 0.0% | -18% | — |
| 128 | — | FIRST TR EXCHANGE-TRADED FD | $483,444 | 0.0% | -2% | — |
| 129 | $IVZCALL | Invesco Ltd. | $479,800 | — | NEW | — |
| 130 |  $OTIS | Otis Worldwide Corp | $473,524 | 0.0% | +0% | 60.3 |
| 131 |  $UNP | UNION PACIFIC CORP | $470,394 | 0.0% | +0% | 74 |
| 132 |  $TT | Trane Technologies plc | $446,824 | 0.0% | +0% | — |
| 133 |  $UNH | UNITEDHEALTH GROUP INC | $438,092 | 0.0% | -5% | 66.8 |
| 134 |  $MPC | Marathon Petroleum Corp | $436,560 | 0.0% | +0% | 50.7 |
| 135 | $STT | STATE STREET CORP | $434,162 | 0.0% | +0% | 61.5 |
| 136 | $IVZ | Invesco Ltd. | $424,697 | 0.0% | +0% | — |
| 137 |  $UNM | Unum Group | $423,191 | 0.0% | +0% | 49.5 |
| 138 | — | J P MORGAN EXCHANGE TRADED F | $419,802 | 0.0% | -29% | — |
| 139 |  $LNG | Cheniere Energy, Inc. | $412,688 | 0.0% | +8% | 48.4 |
| 140 |  $GEV | GE Vernova Inc. | $408,794 | 0.0% | NEW | 70.1 |
| 141 |  $MSTR | Strategy Inc | $393,716 | 0.0% | +3% | 25.4 |
| 142 | — | VANGUARD INDEX FDS | $393,449 | 0.0% | +0% | — |
| 143 |  $DUK | Duke Energy CORP | $390,906 | 0.0% | -3% | 64 |
| 144 |  $KR | KROGER CO | $376,272 | 0.0% | NEW | 51.1 |
| 145 |  $ALL | ALLSTATE CORP | $373,491 | 0.0% | NEW | 76.6 |
| 146 |  $CCZ | COMCAST CORP | $368,604 | 0.0% | +22% | 70.4 |
| 147 |  $PFE | PFIZER INC | $366,677 | 0.0% | +1% | 69 |
| 148 |  $MET | METLIFE INC | $356,880 | 0.0% | -5% | 73.9 |
| 149 | — | SELECT SECTOR SPDR TR | $351,621 | 0.0% | +0% | — |
| 150 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $350,380 | 0.0% | +0% | 66.5 |
| 151 |  $TRV | TRAVELERS COMPANIES, INC. | $350,165 | 0.0% | +0% | 71.5 |
| 152 |  $AXP | AMERICAN EXPRESS CO | $348,187 | 0.0% | -2% | 73.2 |
| 153 |  $__PARK_1390777 | Bank of New York Mellon Corp | $344,638 | 0.0% | +0% | 36.7 |
| 154 | — | VANGUARD SPECIALIZED FUNDS | $338,037 | 0.0% | -2% | — |
| 155 |  $PFH | PRUDENTIAL FINANCIAL INC | $335,885 | 0.0% | -3% | 58.6 |
| 156 | — | ISHARES TR | $333,616 | 0.0% | -1% | — |
| 157 | — | SELECT SECTOR SPDR TR | $324,019 | 0.0% | -7% | — |
| 158 | — | PROSHARES TR II | $323,871 | 0.0% | NEW | — |
| 159 | — | ISHARES TR | $323,569 | 0.0% | +3% | — |
| 160 | $AVGOCALL | Broadcom Inc. | $309,510 | — | NEW | 86.4 |
| 161 |  $TD | TORONTO DOMINION BANK | $305,741 | 0.0% | -4% | — |
| 162 | $IVZ | Invesco Ltd. | $304,833 | 0.0% | -10% | — |
| 163 | — | ISHARES TR | $300,247 | 0.0% | +0% | — |
| 164 |  $FNLC | First Bancorp, Inc /ME/ | $298,827 | 0.0% | +0% | — |
| 165 | — | PROSHARES TR | $294,492 | 0.0% | -14% | — |
| 166 | — | ISHARES TR | $286,662 | 0.0% | -14% | — |
| 167 |  $AFL | AFLAC INC | $283,516 | 0.0% | -3% | 60.3 |
| 168 |  $OKLO | Oklo Inc. | $277,724 | 0.0% | +8% | — |
| 169 |  $WM | WASTE MANAGEMENT INC | $269,709 | 0.0% | -6% | 70.7 |
| 170 |  $YUM | YUM BRANDS INC | $269,222 | 0.0% | +0% | 71.7 |
| 171 | — | ISHARES TR | $268,323 | 0.0% | NEW | — |
| 172 |  $AMAT | APPLIED MATERIALS INC /DE | $263,884 | 0.0% | NEW | 74.8 |
| 173 |  $COF | CAPITAL ONE FINANCIAL CORP | $263,321 | 0.0% | NEW | 71 |
| 174 |  $HIMS | Hims & Hers Health, Inc. | $262,974 | 0.0% | -21% | 50.9 |
| 175 |  $BRO | BROWN & BROWN, INC. | $260,840 | 0.0% | -4% | 75.1 |
| 176 |  $MMM | 3M CO | $258,270 | 0.0% | +0% | 60.7 |
| 177 |  $COST | COSTCO WHOLESALE CORP /NEW | $255,567 | 0.0% | -19% | 67 |
| 178 |  $DKNG | DraftKings Inc. | $252,031 | 0.0% | +1% | 54 |
| 179 | $PFECALL | PFIZER INC | $238,680 | — | +39% | 69 |
| 180 | — | GLOBAL X FDS | $230,636 | 0.0% | +0% | — |
| 181 |  $CMI | CUMMINS INC | $227,747 | 0.0% | +0% | 58.9 |
| 182 | — | SELECT SECTOR SPDR TR | $226,662 | — | NEW | — |
| 183 |  $GLW | CORNING INC /NY | $226,220 | 0.0% | NEW | 72.7 |
| 184 | — | ISHARES TR | $222,372 | 0.0% | +0% | — |
| 185 | — | SPDR SERIES TRUST | $221,742 | 0.0% | -12% | — |
| 186 |  $DKS | DICK'S SPORTING GOODS, INC. | $219,559 | 0.0% | +0% | 67.9 |
| 187 |  $ZETA | Zeta Global Holdings Corp. | $216,953 | 0.0% | -7% | 53.6 |
| 188 |  $CI | Cigna Group | $215,529 | 0.0% | -1% | 66.8 |
| 189 |  $C | CITIGROUP INC | $214,543 | 0.0% | -2% | 54.8 |
| 190 |  $CEG | Constellation Energy Corp | $208,970 | 0.0% | +0% | 62.5 |
| 191 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $205,542 | 0.0% | +0% | 69.5 |
| 192 | $CRMCALL | Salesforce, Inc. | $205,337 | — | NEW | 75.2 |
| 193 | $XOMCALL | EXXON MOBIL CORP | $203,592 | — | NEW | 61.8 |
| 194 | — | ISHARES TR | $203,470 | 0.0% | +0% | — |
| 195 |  $SHW | SHERWIN WILLIAMS CO | $201,631 | 0.0% | -1% | 65.3 |
| 196 |  $TXN | TEXAS INSTRUMENTS INC | $201,341 | 0.0% | NEW | 70.4 |
| 197 | $IVZ | Invesco Ltd. | $175,229 | 0.0% | NEW | — |
| 198 | $CSCOCALL | CISCO SYSTEMS, INC. | $155,180 | — | NEW | 72.3 |
| 199 | $OKLOPUT | Oklo Inc. | $148,770 | — | NEW | — |
| 200 |  $WELL | WELLTOWER INC. | $146,513 | 0.0% | NEW | 75.7 |
| 201 |  $RIGCALL | Transocean Ltd. | $139,230 | — | NEW | — |
| 202 | $WELLCALL | WELLTOWER INC. | $118,626 | — | NEW | 75.7 |
| 203 | $GECALL | GENERAL ELECTRIC CO | $113,508 | — | NEW | 74.8 |
| 204 | $NVDAPUT | NVIDIA CORP | $87,200 | — | NEW | 90.2 |
| 205 | $AMDPUT | ADVANCED MICRO DEVICES INC | $81,372 | — | NEW | 78.8 |
| 206 | $NVDACALL | NVIDIA CORP | $52,320 | — | NEW | 90.2 |
| 207 | $CSXCALL | CSX CORP | $28,735 | — | NEW | 66.4 |
| 208 | $CVXCALL | CHEVRON CORP | $20,690 | — | NEW | 54.7 |
| 209 | $NFLXCALL | NETFLIX INC | $19,230 | — | NEW | 86.7 |
| 210 | $SOFICALL | SoFi Technologies, Inc. | $15,880 | — | NEW | 53.8 |
| 211 | — | SPDR SERIES TRUST | $12,773 | — | NEW | — |
| 212 | $NOWCALL | ServiceNow, Inc. | $10,455 | — | NEW | 76 |
New Positions (30)
$GE GENERAL ELECTRIC CO$562,607$IVZCALL Invesco Ltd.$479,800$GEV GE Vernova Inc.$408,794$KR KROGER CO$376,272$ALL ALLSTATE CORP$373,491 PROSHARES TR II$323,871
$AVGOCALL Broadcom Inc.$309,510 ISHARES TR$268,323
$AMAT APPLIED MATERIALS INC /DE$263,884$COF CAPITAL ONE FINANCIAL CORP$263,321CALL SELECT SECTOR SPDR TR$226,662
$GLW CORNING INC /NY$226,220$CRMCALL Salesforce, Inc.$205,337$XOMCALL EXXON MOBIL CORP$203,592$TXN TEXAS INSTRUMENTS INC$201,341
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