MEANS INVESTMENT CO., INC. Last Quarter Change: USA Options, Sold Out

MEANS INVESTMENT CO., INC. quarter change: USA Options, Sold out

In put and call options, at their filed underlying value (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MEANS INVESTMENT CO., INC. opened 6 positions, added to 1, reduced 1, sold out of 15 and left 3 unchanged. The largest increase in value was XLE (+$180,574); the largest decrease was RSP (-$479,800).

RSP: Country of operation —; Class S&P500 EQL WGT · Call; Shares 2026-03-31 2,500; Shares 2026-06-30 0.
PFE: Country of operation United States; Class COM · Call; Shares 2026-03-31 8,500; Shares 2026-06-30 0.
XLE: Country of operation —; Class STATE STREET ENE · Call; Shares 2026-03-31 3,700; Shares 2026-06-30 0.
CRM: Country of operation United States; Class COM · Call; Shares 2026-03-31 1,100; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 701516): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
RSP INVESCO EXCHANGE TRADED FD T		S&P500 EQL WGT · Call	2,500	-2,500	$479,800	$0	-$479,800
PFE PFIZER INC	United States	COM · Call	8,500	-8,500	$238,680	$0	-$238,680
XLE SELECT SECTOR SPDR TR		STATE STREET ENE · Call	3,700	-3,700	$226,662	$0	-$226,662
CRM SALESFORCE INC	United States	COM · Call	1,100	-1,100	$205,337	$0	-$205,337
XOMXXXX EXXON MOBIL CORP		COM · Call	1,200	-1,200	$203,592	$0	-$203,592
CSCO CISCO SYS INC	United States	COM · Call	2,000	-2,000	$155,180	$0	-$155,180
OKLO OKLO INC	United States	COM CL A · Put	3,000	-3,000	$148,770	$0	-$148,770
RIG TRANSOCEAN LTD		REGISTERED SHS · Call	21,000	-21,000	$139,230	$0	-$139,230
GE GE AEROSPACE	United States	COM NEW · Call	400	-400	$113,508	$0	-$113,508
NVDA NVIDIA CORPORATION	United States	COM · Put	500	-500	$87,200	$0	-$87,200
AMD ADVANCED MICRO DEVICES INC	United States	COM · Put	400	-400	$81,372	$0	-$81,372
NVDA NVIDIA CORPORATION	United States	COM · Call	300	-300	$52,320	$0	-$52,320
CSX CSX CORP	United States	COM · Call	700	-700	$28,735	$0	-$28,735
CVX CHEVRON CORPORATION	United States	COM · Call	100	-100	$20,690	$0	-$20,690
XBI SPDR SERIES TRUST		STATE STREET SPD · Call	100	-100	$12,773	$0	-$12,773

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