Main Street Research

Latest statistics and disclosures from Main Street Research's latest quarterly 13F-HR filing:

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Positions held by Main Street Research consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Main Street Research

Main Street Research holds 106 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.2 $65M 336k 192.53
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Ishares Tr Russell 2000 Etf (IWM) 4.4 $55M +53% 276k 200.71
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Procter & Gamble Company (PG) 3.9 $49M +5% 334k 146.54
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Novo-nordisk A S Adr (NVO) 3.9 $48M 467k 103.45
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McKesson Corporation (MCK) 3.7 $47M 101k 463.59
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Microsoft Corporation (MSFT) 3.6 $45M 119k 376.04
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Amazon (AMZN) 3.4 $42M +53% 279k 151.94
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Visa Com Cl A (V) 3.2 $40M +20% 152k 260.35
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NVIDIA Corporation (NVDA) 3.0 $37M +47% 75k 495.22
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Alphabet Cap Stk Cl A (GOOGL) 2.9 $36M +2% 254k 139.69
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Costco Wholesale Corporation (COST) 2.7 $34M +544% 51k 675.09
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.7 $34M +46% 95k 356.66
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Advanced Micro Devices (AMD) 2.6 $32M 219k 147.41
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Meta Platforms Cl A (META) 2.6 $32M +28% 91k 353.96
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JPMorgan Chase & Co. (JPM) 2.5 $31M +19% 180k 170.10
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Palo Alto Networks (PANW) 2.2 $28M 94k 294.88
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salesforce (CRM) 2.2 $27M 102k 263.14
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Asml Holding N V N Y Registry Shs (ASML) 2.1 $26M +120% 35k 756.92
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Booking Holdings (BKNG) 2.1 $26M 7.3k 3547.22
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Adobe Systems Incorporated (ADBE) 2.1 $26M 44k 596.60
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Metropcs Communications (TMUS) 2.1 $26M 162k 160.33
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Ingersoll Rand (IR) 2.1 $26M +102% 335k 77.34
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Broadcom (AVGO) 2.1 $26M +2713% 23k 1116.25
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Charles Schwab Corporation (SCHW) 2.0 $26M 371k 68.80
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Caterpillar (CAT) 2.0 $26M 86k 295.67
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Applied Materials (AMAT) 2.0 $25M 153k 162.07
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Intuitive Surgical Com New (ISRG) 2.0 $25M +96% 73k 337.36
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Chubb (CB) 2.0 $25M +2% 108k 226.85
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Linde SHS (LIN) 2.0 $25M 60k 410.71
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Home Depot (HD) 1.9 $24M 68k 346.55
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Coca-Cola Company (KO) 1.9 $24M -4% 399k 58.93
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General Dynamics Corporation (GD) 1.9 $23M -2% 89k 259.67
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Intuit (INTU) 1.8 $23M NEW 37k 625.03
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Parker-Hannifin Corporation (PH) 1.7 $22M NEW 47k 460.70
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Totalenergies Se Sponsored Ads (TTE) 1.7 $21M +88% 311k 68.19
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Exxon Mobil Corporation (XOM) 1.7 $21M +1013% 211k 99.98
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Oracle Corporation (ORCL) 1.6 $20M +3% 190k 105.43
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.5 $19M 189k 98.88
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Regions Financial Corporation (RF) 0.9 $12M NEW 592k 19.38
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McDonald's Corporation (MCD) 0.5 $6.2M 21k 296.50
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Tesla Motors (TSLA) 0.3 $3.5M +10% 14k 248.48
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $2.7M 5.00 542625.00
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Fair Isaac Corporation (FICO) 0.2 $2.5M 2.2k 1164.01
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Johnson & Johnson (JNJ) 0.2 $2.2M 14k 156.74
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Alphabet Cap Stk Cl C (GOOG) 0.2 $2.1M +18% 15k 140.93
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Ishares Msci World Etf (URTH) 0.2 $1.9M 14k 133.02
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Eli Lilly & Co. (LLY) 0.1 $1.8M +3% 3.1k 582.92
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Abbvie (ABBV) 0.1 $1.6M +3% 10k 154.98
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Chevron Corporation (CVX) 0.1 $1.5M -5% 10k 149.17
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Clorox Company (CLX) 0.1 $1.4M 10k 142.59
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.4M +8% 3.9k 350.91
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.3M +64% 2.8k 477.25
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Bristol Myers Squibb (BMY) 0.1 $1.1M 21k 51.31
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Wells Fargo & Company (WFC) 0.1 $1.0M +3% 20k 49.22
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Snap Cl A (SNAP) 0.1 $942k -25% 56k 16.93
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Automatic Data Processing (ADP) 0.1 $796k -5% 3.4k 234.37
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Merck & Co (MRK) 0.1 $758k -94% 5.7k 133.67
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Thermo Fisher Scientific (TMO) 0.1 $755k +18% 1.4k 531.14
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $708k NEW 9.4k 75.35
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $697k +7% 1.5k 477.63
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Wal-Mart Stores (WMT) 0.1 $692k +8% 4.4k 158.22
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Autodesk (ADSK) 0.1 $672k 2.8k 243.48
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Colgate-Palmolive Company (CL) 0.1 $636k -5% 8.0k 79.71
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Cisco Systems (CSCO) 0.0 $570k -3% 11k 50.52
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Boston Scientific Corporation (BSX) 0.0 $507k 8.8k 57.81
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Starbucks Corporation (SBUX) 0.0 $497k +6% 5.2k 96.02
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Comcast Corp Cl A (CMCSA) 0.0 $470k -6% 11k 43.85
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Smucker J M Com New (SJM) 0.0 $447k 3.5k 126.38
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Norfolk Southern (NSC) 0.0 $444k 1.9k 236.38
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Pepsi (PEP) 0.0 $427k +34% 2.5k 171.14
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Abbott Laboratories (ABT) 0.0 $426k +4% 3.9k 110.07
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UnitedHealth (UNH) 0.0 $420k +12% 797.00 526.33
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $414k -3% 948.00 436.80
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Ishares Tr Dow Jones Us Etf (IYY) 0.0 $397k NEW 3.4k 116.53
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $395k 806.00 489.99
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Texas Instruments Incorporated (TXN) 0.0 $388k -22% 2.3k 170.46
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Netease Sponsored Ads (NTES) 0.0 $373k 4.0k 93.16
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Xylem (XYL) 0.0 $372k 3.3k 114.36
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Intel Corporation (INTC) 0.0 $371k +4% 7.4k 50.25
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Nike CL B (NKE) 0.0 $320k -5% 2.9k 108.95
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Veeva Sys Cl A Com (VEEV) 0.0 $308k 1.6k 192.52
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Aon Shs Cl A (AON) 0.0 $297k -98% 1.0k 291.02
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American Electric Power Company (AEP) 0.0 $297k +2% 3.7k 81.22
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Deere & Company (DE) 0.0 $285k -3% 710.00 401.34
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Ishares Tr Select Divid Etf (DVY) 0.0 $284k NEW 2.4k 117.22
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $283k NEW 4.6k 61.94
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Lululemon Athletica (LULU) 0.0 $282k NEW 551.00 511.29
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $279k NEW 6.8k 41.10
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $272k -7% 720.00 377.70
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International Business Machines (IBM) 0.0 $269k NEW 1.6k 163.55
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Flexshares Tr Qualt Divd Idx (QDF) 0.0 $257k NEW 4.2k 61.53
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Cigna Corp (CI) 0.0 $256k NEW 855.00 299.45
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $242k NEW 4.4k 55.35
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Raytheon Technologies Corp (RTX) 0.0 $241k NEW 2.9k 84.14
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $238k NEW 7.0k 33.73
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $227k NEW 748.00 303.17
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Bank of America Corporation (BAC) 0.0 $223k NEW 6.6k 33.67
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Coinbase Global Com Cl A (COIN) 0.0 $217k NEW 1.3k 173.92
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Entegris (ENTG) 0.0 $216k NEW 1.8k 119.82
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Gilead Sciences (GILD) 0.0 $211k NEW 2.6k 81.01
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Curtiss-Wright (CW) 0.0 $209k NEW 940.00 222.79
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ResMed (RMD) 0.0 $206k NEW 1.2k 172.02
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Teledyne Technologies Incorporated (TDY) 0.0 $201k NEW 450.00 446.29
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Local Bounti Corp Com New (LOCL) 0.0 $96k 46k 2.07
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Banco Santander Adr (SAN) 0.0 $73k 18k 4.14
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Better Home & Finance Holdin Com Cl A (BETR) 0.0 $24k 29k 0.82
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Past Filings by Main Street Research

SEC 13F filings are viewable for Main Street Research going back to 2010

View all past filings