Main Street Research
Latest statistics and disclosures from Main Street Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, PLTR, HOOD, and represent 24.27% of Main Street Research's stock portfolio.
- Added to shares of these 10 stocks: ISCF (+$62M), MSFT (+$38M), APH (+$37M), BCS (+$35M), CCJ (+$31M), APO (+$29M), TSM (+$23M), ASML (+$22M), META (+$19M), AAPL (+$15M).
- Started 20 new stock positions in IBIT, CRWD, TDY, PACB, TMC, DDOG, ISCF, APO, BCS, EBAY. IDXX, ANET, KLAC, SYY, APH, CCJ, SOXX, INTC, FTNT, IT.
- Reduced shares in these 10 stocks: BRK.B (-$52M), PG (-$39M), SAP (-$37M), BSX (-$37M), , , BABA (-$26M), FICO, PLTR, RELX.
- Sold out of its positions in BABA, ISRG, RELX, SAP, NOW, CHKP.
- Main Street Research was a net buyer of stock by $131M.
- Main Street Research has $1.9B in assets under management (AUM), dropping by 15.21%.
- Central Index Key (CIK): 0001513211
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Portfolio Holdings for Main Street Research
Main Street Research holds 129 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.1 | $112M | 602k | 186.58 |
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| Apple (AAPL) | 4.8 | $90M | +19% | 351k | 254.63 |
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| Microsoft Corporation (MSFT) | 4.7 | $87M | +77% | 168k | 517.95 |
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| Palantir Technologies Cl A (PLTR) | 4.5 | $83M | 456k | 182.42 |
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| Robinhood Mkts Com Cl A (HOOD) | 4.2 | $77M | 539k | 143.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $73M | 300k | 243.10 |
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| JPMorgan Chase & Co. (JPM) | 3.8 | $71M | 225k | 315.43 |
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| Broadcom (AVGO) | 3.7 | $69M | +12% | 208k | 329.91 |
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| Meta Platforms Cl A (META) | 3.5 | $66M | +40% | 89k | 734.38 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.3 | $62M | +61% | 221k | 279.29 |
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| Ishares Tr International Sl (ISCF) | 3.3 | $62M | NEW | 1.5M | 41.12 |
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| Visa Com Cl A (V) | 3.3 | $61M | +2% | 177k | 341.38 |
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| Costco Wholesale Corporation (COST) | 3.2 | $59M | 64k | 925.63 |
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| Amazon (AMZN) | 3.1 | $58M | +17% | 263k | 219.57 |
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| McKesson Corporation (MCK) | 2.9 | $53M | 69k | 772.54 |
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| Netflix (NFLX) | 2.8 | $52M | 43k | 1198.92 |
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| Uber Technologies (UBER) | 2.4 | $44M | 453k | 97.97 |
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| Metropcs Communications (TMUS) | 2.3 | $43M | 180k | 239.38 |
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| Asml Holding N V N Y Registry Shs (ASML) | 2.1 | $39M | +131% | 40k | 968.09 |
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| MercadoLibre (MELI) | 2.0 | $37M | 16k | 2336.94 |
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| Amphenol Corp Cl A (APH) | 2.0 | $37M | NEW | 297k | 123.75 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 1.9 | $36M | +4% | 467k | 76.45 |
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| Spotify Technology S A SHS (SPOT) | 1.9 | $35M | 50k | 698.00 |
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| Wal-Mart Stores (WMT) | 1.9 | $35M | 341k | 103.06 |
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| Barclays Adr (BCS) | 1.9 | $35M | NEW | 1.7M | 20.67 |
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| Linde SHS (LIN) | 1.9 | $35M | 73k | 475.00 |
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| Booking Holdings (BKNG) | 1.8 | $33M | +31% | 6.2k | 5399.27 |
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| Trane Technologies SHS (TT) | 1.8 | $33M | +2% | 79k | 421.96 |
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| Icici Bank Adr (IBN) | 1.7 | $32M | 1.1M | 30.23 |
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| Cameco Corporation (CCJ) | 1.7 | $31M | NEW | 364k | 83.86 |
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| Ge Vernova (GEV) | 1.6 | $30M | +76% | 49k | 614.90 |
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| Apollo Global Mgmt (APO) | 1.6 | $29M | NEW | 217k | 133.27 |
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| Procter & Gamble Company (PG) | 1.3 | $24M | -62% | 153k | 153.65 |
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| Fair Isaac Corporation (FICO) | 0.7 | $13M | -19% | 8.6k | 1496.53 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.7 | $12M | NEW | 191k | 65.00 |
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| Palo Alto Networks (PANW) | 0.4 | $7.0M | +162% | 35k | 203.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $6.7M | -88% | 13k | 502.74 |
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| Tesla Motors (TSLA) | 0.3 | $5.8M | +10% | 13k | 444.74 |
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| McDonald's Corporation (MCD) | 0.3 | $5.8M | 19k | 303.90 |
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| Arista Networks Com Shs (ANET) | 0.3 | $5.1M | NEW | 35k | 145.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $4.8M | -2% | 20k | 243.55 |
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| Autodesk (ADSK) | 0.2 | $4.5M | -3% | 14k | 317.67 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.8M | 5.00 | 754200.00 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $3.3M | 34k | 95.47 |
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| Wells Fargo & Company (WFC) | 0.2 | $3.1M | +101% | 37k | 83.82 |
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| Ishares Msci World Etf (URTH) | 0.2 | $3.0M | -10% | 17k | 181.56 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.7M | +30% | 33k | 82.58 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $2.7M | +10% | 24k | 112.75 |
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| Chevron Corporation (CVX) | 0.1 | $2.6M | +76% | 17k | 155.29 |
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| Abbvie (ABBV) | 0.1 | $2.2M | +4% | 9.5k | 231.55 |
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| Johnson & Johnson (JNJ) | 0.1 | $2.1M | 11k | 185.42 |
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| Eli Lilly & Co. (LLY) | 0.1 | $2.0M | 2.7k | 763.09 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.8M | 2.7k | 666.29 |
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| Caterpillar (CAT) | 0.1 | $1.5M | +59% | 3.1k | 477.15 |
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| 3M Company (MMM) | 0.1 | $1.3M | 8.1k | 155.18 |
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| Clorox Company (CLX) | 0.1 | $1.2M | 9.4k | 123.30 |
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| Oracle Corporation (ORCL) | 0.1 | $1.1M | +181% | 3.8k | 281.24 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.0M | +11% | 21k | 48.84 |
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| Micron Technology (MU) | 0.1 | $1000k | 6.0k | 167.32 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $971k | +20% | 1.5k | 669.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $958k | +53% | 1.6k | 600.55 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $931k | +24% | 5.6k | 167.34 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $790k | +31% | 34k | 23.08 |
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| Merck & Co (MRK) | 0.0 | $778k | +3% | 9.3k | 83.93 |
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| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $730k | +49% | 14k | 51.54 |
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| Automatic Data Processing (ADP) | 0.0 | $727k | 2.5k | 293.50 |
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| Cisco Systems (CSCO) | 0.0 | $717k | 11k | 68.42 |
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| Bristol Myers Squibb (BMY) | 0.0 | $664k | 15k | 45.10 |
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| Stryker Corporation (SYK) | 0.0 | $662k | -2% | 1.8k | 369.67 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $647k | +78% | 1.1k | 612.33 |
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| Bank of America Corporation (BAC) | 0.0 | $647k | +24% | 13k | 51.59 |
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| Boston Scientific Corporation (BSX) | 0.0 | $629k | -98% | 6.4k | 97.63 |
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| Netease Sponsored Ads (NTES) | 0.0 | $621k | +2% | 4.1k | 151.99 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $613k | -4% | 2.5k | 246.60 |
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| salesforce (CRM) | 0.0 | $597k | +52% | 2.5k | 237.00 |
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| Advanced Micro Devices (AMD) | 0.0 | $566k | -16% | 3.5k | 161.79 |
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| Gartner (IT) | 0.0 | $566k | NEW | 2.2k | 262.87 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $542k | -17% | 1.7k | 328.17 |
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| Colgate-Palmolive Company (CL) | 0.0 | $536k | 6.7k | 79.94 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $524k | 1.6k | 337.49 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $522k | +5% | 7.4k | 70.98 |
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| Intuit (INTU) | 0.0 | $514k | +5% | 752.00 | 682.80 |
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| Citigroup Com New (C) | 0.0 | $497k | +5% | 4.9k | 101.50 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $496k | 3.4k | 145.65 |
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| Xylem (XYL) | 0.0 | $489k | 3.3k | 147.50 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $483k | +8% | 996.00 | 485.02 |
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| Curtiss-Wright (CW) | 0.0 | $482k | 888.00 | 542.94 |
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| Abbott Laboratories (ABT) | 0.0 | $473k | 3.5k | 133.94 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $448k | +61% | 1.3k | 352.75 |
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| Home Depot (HD) | 0.0 | $410k | 1.0k | 405.19 |
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| At&t (T) | 0.0 | $397k | +14% | 14k | 28.24 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $391k | NEW | 798.00 | 490.38 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $389k | +30% | 2.6k | 148.61 |
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| Smucker J M Com New (SJM) | 0.0 | $386k | 3.6k | 108.60 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $383k | +33% | 15k | 26.34 |
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| International Business Machines (IBM) | 0.0 | $365k | -5% | 1.3k | 282.16 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $359k | 766.00 | 468.41 |
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| Norfolk Southern (NSC) | 0.0 | $355k | 1.2k | 300.41 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $353k | +8% | 11k | 31.42 |
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| Fortinet (FTNT) | 0.0 | $352k | NEW | 4.2k | 84.08 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $352k | 6.2k | 56.72 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $338k | +24% | 594.00 | 568.81 |
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| Pepsi (PEP) | 0.0 | $327k | -10% | 2.3k | 140.44 |
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| eBay (EBAY) | 0.0 | $325k | NEW | 3.6k | 90.95 |
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| Trimble Navigation (TRMB) | 0.0 | $317k | 3.9k | 81.65 |
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| Analog Devices (ADI) | 0.0 | $297k | -30% | 1.2k | 245.70 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $297k | 640.00 | 463.74 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $295k | +2% | 1.6k | 183.73 |
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| IDEXX Laboratories (IDXX) | 0.0 | $263k | NEW | 411.00 | 638.89 |
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| Paypal Holdings (PYPL) | 0.0 | $258k | 3.9k | 67.06 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $258k | -6% | 4.5k | 56.75 |
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| Kla Corp Com New (KLAC) | 0.0 | $254k | NEW | 235.00 | 1078.60 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $245k | 689.00 | 355.47 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $243k | 1.9k | 125.95 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $243k | 6.5k | 37.40 |
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| Intel Corporation (INTC) | 0.0 | $240k | NEW | 7.2k | 33.55 |
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| Coca-Cola Company (KO) | 0.0 | $239k | 3.6k | 66.32 |
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| Cheniere Energy Com New (LNG) | 0.0 | $237k | 1.0k | 234.98 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $235k | 1.4k | 162.48 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $225k | 8.5k | 26.30 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $224k | 9.6k | 23.28 |
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| Aon Shs Cl A (AON) | 0.0 | $224k | 627.00 | 356.58 |
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| Capital One Financial (COF) | 0.0 | $216k | 1.0k | 212.58 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $212k | NEW | 362.00 | 586.04 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $209k | NEW | 771.00 | 271.26 |
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| SYSCO Corporation (SYY) | 0.0 | $204k | NEW | 2.5k | 82.34 |
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| Datadog Cl A Com (DDOG) | 0.0 | $202k | NEW | 1.4k | 142.40 |
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| Pacific Biosciences of California (PACB) | 0.0 | $182k | NEW | 142k | 1.28 |
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| Tmc The Metals Company (TMC) | 0.0 | $64k | NEW | 10k | 6.37 |
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Past Filings by Main Street Research
SEC 13F filings are viewable for Main Street Research going back to 2010
- Main Street Research 2025 Q3 filed Nov. 13, 2025
- Main Street Research 2025 Q2 filed Aug. 5, 2025
- Main Street Research 2025 Q1 filed April 30, 2025
- Main Street Research 2024 Q4 filed Feb. 7, 2025
- Main Street Research 2024 Q3 filed Nov. 12, 2024
- Main Street Research 2024 Q2 filed July 29, 2024
- Main Street Research 2024 Q1 filed May 1, 2024
- Main Street Research 2023 Q4 filed Jan. 30, 2024
- Main Street Research 2023 Q3 filed Nov. 3, 2023
- Main Street Research 2023 Q2 filed Aug. 8, 2023
- Main Street Research 2023 Q1 filed May 1, 2023
- Main Street Research 2022 Q4 filed Feb. 6, 2023
- Main Street Research 2022 Q3 filed Nov. 14, 2022
- Main Street Research 2022 Q2 filed Aug. 12, 2022
- Main Street Research 2022 Q1 filed May 5, 2022
- Main Street Research 2021 Q4 filed Feb. 9, 2022