Main Street Research
Latest statistics and disclosures from Main Street Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, PLTR, AMZN, PG, and represent 23.40% of Main Street Research's stock portfolio.
- Added to shares of these 10 stocks: Arista Networks (+$32M), NOW (+$17M), MELI (+$14M), PG, COST, FICO, MSFT, IWM, AMZN, META.
- Started 9 new stock positions in SCHX, Arista Networks, NEE, VTI, IGLB, DIS, COF, VLO, LNG.
- Reduced shares in these 10 stocks: NVO (-$32M), , NVDA (-$22M), ADBE (-$20M), ASML (-$13M), GD (-$13M), INTU (-$13M), AMAT (-$6.6M), AMD (-$6.6M), MOAT.
- Sold out of its positions in MO, ENTG, MU, PSEC, TTE, UNH, MOAT, WM.
- Main Street Research was a net seller of stock by $-48M.
- Main Street Research has $1.6B in assets under management (AUM), dropping by 0.99%.
- Central Index Key (CIK): 0001513211
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Portfolio Holdings for Main Street Research
Main Street Research holds 110 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $93M | 370k | 250.42 |
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| NVIDIA Corporation (NVDA) | 5.2 | $83M | -21% | 619k | 134.29 |
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| Palantir Technologies Cl A (PLTR) | 4.2 | $68M | 898k | 75.63 |
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| Amazon (AMZN) | 4.2 | $67M | +2% | 307k | 219.39 |
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| Procter & Gamble Company (PG) | 4.0 | $65M | +5% | 386k | 167.65 |
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| Ishares Tr Russell 2000 Etf (IWM) | 3.9 | $62M | +2% | 282k | 220.96 |
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| Broadcom (AVGO) | 3.6 | $59M | +2% | 252k | 231.84 |
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| Meta Platforms Cl A (META) | 3.6 | $58M | +2% | 100k | 585.51 |
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| Costco Wholesale Corporation (COST) | 3.5 | $56M | +4% | 61k | 916.27 |
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| Microsoft Corporation (MSFT) | 3.4 | $55M | +3% | 130k | 421.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $53M | +2% | 281k | 189.30 |
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| Visa Com Cl A (V) | 3.3 | $53M | +2% | 168k | 316.04 |
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| JPMorgan Chase & Co. (JPM) | 3.2 | $52M | 215k | 239.71 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $50M | 109k | 453.28 |
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| Intuitive Surgical Com New (ISRG) | 2.6 | $42M | 80k | 521.96 |
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| Booking Holdings (BKNG) | 2.5 | $41M | +2% | 8.2k | 4968.42 |
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| Metropcs Communications (TMUS) | 2.4 | $39M | 176k | 220.73 |
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| McKesson Corporation (MCK) | 2.4 | $39M | +2% | 68k | 570.61 |
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| Oracle Corporation (ORCL) | 2.2 | $35M | 211k | 166.64 |
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| Caterpillar (CAT) | 2.2 | $35M | +2% | 97k | 362.76 |
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| Servicenow (NOW) | 2.2 | $35M | +100% | 33k | 1060.12 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.1 | $34M | +2% | 173k | 198.10 |
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| Parker-Hannifin Corporation (PH) | 2.1 | $34M | 53k | 636.03 |
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| Ingersoll Rand (IR) | 2.1 | $33M | +2% | 366k | 90.46 |
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| Regions Financial Corporation (RF) | 2.1 | $33M | +2% | 1.4M | 23.77 |
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| Chubb (CB) | 2.0 | $33M | 119k | 277.21 |
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| Arista Networks Com Shs | 2.0 | $32M | NEW | 286k | 110.53 |
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| Constellation Energy (CEG) | 2.0 | $32M | +4% | 141k | 223.71 |
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| Icici Bank Adr (IBN) | 1.9 | $30M | +5% | 1.0M | 29.86 |
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| Linde SHS (LIN) | 1.7 | $28M | +2% | 67k | 418.67 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $26M | +2% | 243k | 107.57 |
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| MercadoLibre (MELI) | 1.6 | $26M | +116% | 15k | 1700.44 |
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| Intuit (INTU) | 0.8 | $14M | -48% | 22k | 628.50 |
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| General Dynamics Corporation (GD) | 0.8 | $13M | -49% | 51k | 263.49 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $7.4M | -81% | 86k | 86.02 |
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| Advanced Micro Devices (AMD) | 0.5 | $7.3M | -47% | 60k | 120.79 |
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| Applied Materials (AMAT) | 0.4 | $6.6M | -50% | 41k | 162.63 |
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| Tesla Motors (TSLA) | 0.4 | $6.4M | +14% | 16k | 403.85 |
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| Fair Isaac Corporation (FICO) | 0.4 | $6.2M | +44% | 3.1k | 1990.93 |
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| McDonald's Corporation (MCD) | 0.4 | $5.7M | 20k | 289.89 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $4.8M | 7.00 | 680920.00 |
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| Autodesk (ADSK) | 0.3 | $4.3M | 15k | 295.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $3.9M | +8% | 20k | 190.44 |
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| Ishares Msci World Etf (URTH) | 0.2 | $2.7M | +22% | 18k | 155.50 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $2.7M | 36k | 74.01 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.6M | 3.4k | 772.08 |
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| Palo Alto Networks (PANW) | 0.2 | $2.6M | +113% | 14k | 181.96 |
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| salesforce (CRM) | 0.2 | $2.4M | +7% | 7.3k | 334.74 |
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| Abbvie (ABBV) | 0.1 | $1.7M | -2% | 9.5k | 177.71 |
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| Chevron Corporation (CVX) | 0.1 | $1.6M | -2% | 11k | 144.85 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.5M | 11k | 144.61 |
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| Clorox Company (CLX) | 0.1 | $1.5M | 9.3k | 162.41 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.5M | 21k | 70.24 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.4M | +9% | 2.3k | 588.01 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.4M | +26% | 15k | 90.56 |
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| 3M Company (MMM) | 0.1 | $1.0M | +88% | 8.1k | 129.09 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.0M | 2.9k | 351.79 |
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| Automatic Data Processing (ADP) | 0.1 | $1.0M | +8% | 3.4k | 294.28 |
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| Merck & Co (MRK) | 0.1 | $970k | 9.7k | 100.30 |
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| Bristol Myers Squibb (BMY) | 0.1 | $863k | 15k | 56.56 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $861k | -3% | 1.7k | 520.67 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $812k | NEW | 2.8k | 289.78 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $804k | -27% | 1.4k | 588.68 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $793k | +52% | 1.5k | 538.81 |
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| Stryker Corporation (SYK) | 0.0 | $738k | -2% | 2.0k | 360.89 |
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| Boston Scientific Corporation (BSX) | 0.0 | $678k | 7.6k | 89.32 |
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| Cisco Systems (CSCO) | 0.0 | $651k | +9% | 11k | 59.20 |
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| Colgate-Palmolive Company (CL) | 0.0 | $622k | 6.8k | 90.91 |
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| Bank of America Corporation (BAC) | 0.0 | $618k | 14k | 43.95 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $526k | +72% | 1.0k | 511.15 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $525k | +13% | 4.5k | 115.73 |
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| Home Depot (HD) | 0.0 | $523k | +25% | 1.3k | 389.05 |
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| Abbott Laboratories (ABT) | 0.0 | $436k | +12% | 3.9k | 113.11 |
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| Pepsi (PEP) | 0.0 | $417k | +8% | 2.7k | 153.73 |
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| Citigroup Com New (C) | 0.0 | $403k | -6% | 5.7k | 70.39 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $396k | +3% | 2.1k | 187.48 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $394k | -98% | 885.00 | 444.68 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $391k | -97% | 564.00 | 693.08 |
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| Smucker J M Com New (SJM) | 0.0 | $390k | 3.5k | 110.12 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $389k | 10k | 37.53 |
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| Xylem (XYL) | 0.0 | $377k | 3.3k | 116.02 |
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| Norfolk Southern (NSC) | 0.0 | $373k | -11% | 1.6k | 234.70 |
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| International Business Machines (IBM) | 0.0 | $365k | +18% | 1.7k | 219.83 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $362k | +84% | 16k | 22.07 |
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| Netease Sponsored Ads (NTES) | 0.0 | $357k | 4.0k | 89.21 |
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| Netflix (NFLX) | 0.0 | $354k | 397.00 | 891.32 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $336k | 1.6k | 210.25 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $335k | +20% | 835.00 | 401.58 |
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| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $328k | NEW | 6.6k | 49.40 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $326k | +19% | 764.00 | 426.99 |
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| Curtiss-Wright (CW) | 0.0 | $315k | 888.00 | 354.87 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $297k | +8% | 564.00 | 526.23 |
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| Apollo Global Mgmt (APO) | 0.0 | $293k | +2% | 1.8k | 165.16 |
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| At&t (T) | 0.0 | $281k | 12k | 22.77 |
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| ResMed (RMD) | 0.0 | $276k | 1.2k | 228.69 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $275k | 4.5k | 60.50 |
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| Aon Shs Cl A (AON) | 0.0 | $259k | 720.00 | 359.16 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $248k | NEW | 11k | 23.18 |
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| Nike CL B (NKE) | 0.0 | $239k | +22% | 3.1k | 76.05 |
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| Nextera Energy (NEE) | 0.0 | $236k | NEW | 3.3k | 71.69 |
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| Cheniere Energy Com New (LNG) | 0.0 | $228k | NEW | 1.1k | 214.87 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $224k | -5% | 1.3k | 172.42 |
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| Valero Energy Corporation (VLO) | 0.0 | $222k | NEW | 1.8k | 122.59 |
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| Coca-Cola Company (KO) | 0.0 | $221k | 3.6k | 62.26 |
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| Cigna Corp (CI) | 0.0 | $217k | +10% | 785.00 | 276.28 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $207k | 1.4k | 143.09 |
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| Walt Disney Company (DIS) | 0.0 | $205k | NEW | 1.8k | 111.96 |
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| Capital One Financial (COF) | 0.0 | $203k | NEW | 1.1k | 178.32 |
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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 | $81k | 18k | 4.56 |
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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 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
- Main Street Research 2021 Q3 filed Nov. 12, 2021
- Main Street Research 2021 Q2 filed Aug. 6, 2021
- Main Street Research 2021 Q1 filed May 7, 2021