Main Street Research
Latest statistics and disclosures from Main Street Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MU, AAPL, GOOGL, TSM, and represent 27.91% of Main Street Research's stock portfolio.
- Added to shares of these 10 stocks: ROST (+$32M), FTI (+$27M), BCS (+$21M), ISCF, TSM, NVDA, GOOGL, GLW, XBI, ASML.
- Started 13 new stock positions in KO, VEA, ROST, FTI, MNST, ABEO, IUSV, DDOG, IUSG, QCOM. HUT, HIMS, UAL.
- Reduced shares in these 10 stocks: GLDM (-$44M), MCK (-$30M), PLTR (-$18M), IBIT (-$7.5M), PANW, MCD, DIS, , IVV, MU.
- Sold out of its positions in ADBE, AXP, BSX, COF, COIN, COP, DIS, HD, INTU, ISRG. IBIT, MA, NFLX, NEE, OMDA, GLD, TMUS, TDY, VRT, GLDM, ACN.
- Main Street Research was a net seller of stock by $-1.8M.
- Main Street Research has $2.1B in assets under management (AUM), dropping by 23.27%.
- Central Index Key (CIK): 0001513211
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Portfolio Holdings for Main Street Research
Main Street Research holds 140 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.0 | $126M | 630k | 200.09 |
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| Micron Technology (MU) | 5.9 | $125M | 109k | 1154.29 |
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| Apple (AAPL) | 5.5 | $118M | 406k | 289.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $113M | 317k | 357.37 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 5.1 | $109M | +2% | 228k | 477.57 |
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| Corning Incorporated (GLW) | 4.8 | $101M | 394k | 255.43 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 4.3 | $91M | 577k | 158.25 |
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| Ishares Tr International Sl (ISCF) | 4.1 | $88M | +3% | 2.0M | 43.29 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 4.0 | $84M | 42k | 1989.44 |
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| Broadcom (AVGO) | 3.8 | $81M | 214k | 377.75 |
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| JPMorgan Chase & Co. (JPM) | 3.5 | $74M | 226k | 327.33 |
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| Ishares Msci Sth Kor Etf (EWY) | 3.4 | $73M | 361k | 201.90 |
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| Caterpillar (CAT) | 3.1 | $66M | 62k | 1064.90 |
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| Amazon (AMZN) | 3.1 | $66M | +2% | 275k | 238.34 |
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| Ge Vernova (GEV) | 2.8 | $60M | 51k | 1174.86 |
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| Amphenol Corp Cl A (APH) | 2.6 | $54M | +2% | 309k | 176.32 |
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| Johnson & Johnson (JNJ) | 2.3 | $48M | 189k | 253.97 |
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| Rbc Cad (RY) | 2.2 | $47M | +2% | 227k | 206.97 |
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| Costco Wholesale Corporation (COST) | 2.1 | $44M | +2% | 48k | 935.48 |
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| Bhp Billiton Sponsored Ads (BHP) | 2.1 | $44M | 528k | 83.31 |
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| Barclays Adr (BCS) | 2.1 | $44M | +90% | 1.6M | 26.86 |
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| Meta Platforms Cl A (META) | 1.9 | $41M | 72k | 563.29 |
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| Keysight Technologies (KEYS) | 1.9 | $40M | 115k | 350.07 |
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| Cameco Corporation (CCJ) | 1.9 | $40M | 392k | 101.86 |
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| Wal-Mart Stores (WMT) | 1.9 | $40M | 349k | 113.26 |
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| Astrazeneca Ord (AZN) | 1.8 | $37M | +3% | 197k | 189.62 |
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| Ross Stores (ROST) | 1.5 | $32M | NEW | 151k | 212.85 |
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| Technipfmc (FTI) | 1.3 | $27M | NEW | 414k | 66.30 |
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| Microsoft Corporation (MSFT) | 1.2 | $26M | +2% | 69k | 373.02 |
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| Procter & Gamble Company (PG) | 1.0 | $22M | 151k | 146.64 |
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| McKesson Corporation (MCK) | 1.0 | $22M | -57% | 29k | 755.61 |
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| Fair Isaac Corporation (FICO) | 0.5 | $11M | +13% | 9.6k | 1194.78 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $8.0M | -3% | 23k | 353.33 |
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| Palo Alto Networks (PANW) | 0.4 | $8.0M | -31% | 23k | 341.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $6.0M | 12k | 500.39 |
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| Arista Networks Com Shs (ANET) | 0.3 | $5.9M | 35k | 169.88 |
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| Tesla Motors (TSLA) | 0.3 | $5.4M | +4% | 13k | 420.62 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $4.2M | 46k | 92.27 |
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| Wells Fargo & Company (WFC) | 0.2 | $4.0M | +3% | 49k | 82.64 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.7M | 5.00 | 748850.00 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $3.7M | 39k | 95.44 |
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| Eli Lilly & Co. (LLY) | 0.2 | $3.3M | -5% | 2.7k | 1199.34 |
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| Visa Com Cl A (V) | 0.2 | $3.2M | -8% | 9.4k | 343.09 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $3.1M | -6% | 22k | 136.72 |
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| Autodesk (ADSK) | 0.1 | $2.8M | 14k | 194.42 |
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| Ishares Msci World Etf (URTH) | 0.1 | $2.7M | -8% | 14k | 202.64 |
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| Chevron Corporation (CVX) | 0.1 | $2.7M | -4% | 16k | 165.76 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $2.6M | +6% | 3.5k | 746.77 |
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| Abbvie (ABBV) | 0.1 | $2.4M | -5% | 9.7k | 251.63 |
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| McDonald's Corporation (MCD) | 0.1 | $2.4M | -42% | 8.9k | 270.31 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.9M | +5% | 3.3k | 580.91 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.4M | -29% | 1.8k | 748.90 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.3M | -93% | 11k | 116.67 |
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| 3M Company (MMM) | 0.1 | $1.2M | -3% | 7.6k | 161.91 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.2M | +2% | 25k | 48.25 |
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| Cisco Systems (CSCO) | 0.1 | $1.1M | -3% | 9.7k | 117.45 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | -13% | 1.5k | 736.18 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | -5% | 5.8k | 189.74 |
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| Merck & Co (MRK) | 0.1 | $1.1M | -12% | 8.3k | 128.50 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | 3.6k | 298.08 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $1.1M | +4% | 47k | 22.64 |
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| Intel Corporation (INTC) | 0.0 | $1.0M | +24% | 7.4k | 139.63 |
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| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $987k | +5% | 20k | 50.04 |
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| Pulte (PHM) | 0.0 | $980k | -3% | 7.1k | 137.21 |
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| ON Semiconductor (ON) | 0.0 | $980k | 10k | 94.54 |
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| salesforce (CRM) | 0.0 | $909k | -16% | 5.8k | 156.66 |
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| Cirrus Logic (CRUS) | 0.0 | $882k | +3% | 5.9k | 148.53 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $874k | 2.0k | 433.38 |
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| Clorox Company (CLX) | 0.0 | $853k | -6% | 8.9k | 95.44 |
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| Goldman Sachs (GS) | 0.0 | $820k | -7% | 811.00 | 1011.37 |
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| Citigroup Com New (C) | 0.0 | $812k | +5% | 5.8k | 139.96 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $805k | +2% | 1.5k | 522.34 |
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| Curtiss-Wright (CW) | 0.0 | $787k | +2% | 1.0k | 757.76 |
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| Uber Technologies (UBER) | 0.0 | $780k | -5% | 11k | 72.16 |
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| Colgate-Palmolive Company (CL) | 0.0 | $769k | +12% | 8.4k | 91.68 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $759k | -17% | 1.1k | 687.12 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $739k | 7.8k | 95.09 |
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| Bank of America Corporation (BAC) | 0.0 | $676k | 12k | 56.98 |
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| D.R. Horton (DHI) | 0.0 | $664k | +7% | 4.1k | 162.88 |
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| Union Pacific Corporation (UNP) | 0.0 | $656k | -41% | 2.4k | 272.00 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $651k | +7% | 33k | 19.89 |
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| Fortinet (FTNT) | 0.0 | $647k | +3% | 4.2k | 153.62 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $593k | -5% | 5.0k | 117.67 |
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| Delta Air Lines Com New (DAL) | 0.0 | $587k | +23% | 6.3k | 93.66 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $568k | +18% | 744.00 | 763.14 |
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| Analog Devices (ADI) | 0.0 | $554k | -6% | 1.4k | 397.17 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $534k | 2.8k | 190.52 |
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| eBay (EBAY) | 0.0 | $530k | +13% | 4.7k | 111.75 |
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| Netease Sponsored Ads (NTES) | 0.0 | $524k | 4.1k | 128.14 |
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| Oracle Corporation (ORCL) | 0.0 | $514k | 3.5k | 146.55 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $494k | 771.00 | 641.08 |
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| Kla Corp Com New (KLAC) | 0.0 | $484k | +806% | 1.6k | 301.71 |
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| Automatic Data Processing (ADP) | 0.0 | $469k | -6% | 2.1k | 223.95 |
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| Trane Technologies SHS (TT) | 0.0 | $466k | 948.00 | 491.16 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $464k | -2% | 1.3k | 370.04 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $461k | +45% | 2.8k | 163.58 |
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| Hut 8 Corp (HUT) | 0.0 | $460k | NEW | 4.0k | 115.45 |
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| Pepsi (PEP) | 0.0 | $456k | -9% | 3.4k | 135.38 |
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| Lennar Corp Cl A (LEN) | 0.0 | $406k | +14% | 4.5k | 90.49 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $401k | -11% | 800.00 | 501.36 |
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| Stryker Corporation (SYK) | 0.0 | $384k | -30% | 1.2k | 314.75 |
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| TJX Companies (TJX) | 0.0 | $382k | +31% | 2.5k | 151.50 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $382k | +37% | 3.3k | 114.18 |
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| Smucker J M Com New (SJM) | 0.0 | $375k | +16% | 3.3k | 112.50 |
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| Expedia Group Com New (EXPE) | 0.0 | $366k | +20% | 1.4k | 255.88 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $345k | +300% | 2.8k | 124.17 |
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| Match Group (MTCH) | 0.0 | $333k | +24% | 8.7k | 38.05 |
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| Entegris (ENTG) | 0.0 | $330k | 1.8k | 179.86 |
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| Coherent Corp (COHR) | 0.0 | $325k | -2% | 823.00 | 394.47 |
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| Xylem (XYL) | 0.0 | $323k | -17% | 2.7k | 118.21 |
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| Hldgs (UAL) | 0.0 | $319k | NEW | 2.3k | 135.99 |
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| IDEXX Laboratories (IDXX) | 0.0 | $316k | +34% | 600.00 | 526.44 |
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| Bristol Myers Squibb (BMY) | 0.0 | $303k | -24% | 5.3k | 57.62 |
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| At&t (T) | 0.0 | $291k | -30% | 14k | 20.70 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $291k | NEW | 4.1k | 71.25 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $289k | -7% | 9.8k | 29.43 |
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| Monster Beverage Corp (MNST) | 0.0 | $285k | NEW | 3.0k | 96.12 |
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| Ptc (PTC) | 0.0 | $277k | 2.4k | 113.61 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $271k | -18% | 11k | 24.55 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $270k | NEW | 1.4k | 188.09 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $266k | -5% | 9.6k | 27.70 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $266k | 8.5k | 31.10 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $264k | 1.4k | 182.28 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $261k | NEW | 2.4k | 110.15 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $259k | 265.00 | 978.12 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $259k | -21% | 2.6k | 100.28 |
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| Gartner (IT) | 0.0 | $258k | -5% | 2.0k | 129.62 |
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| Pacific Biosciences of California (PACB) | 0.0 | $256k | 152k | 1.68 |
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| Qualcomm (QCOM) | 0.0 | $254k | NEW | 1.4k | 184.73 |
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| Norfolk Southern (NSC) | 0.0 | $254k | -8% | 806.00 | 314.59 |
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| Cheniere Energy Com New (LNG) | 0.0 | $241k | 1.0k | 239.01 |
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| Abeona Therapeutics Com New (ABEO) | 0.0 | $238k | NEW | 39k | 6.18 |
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| Cigna Corp (CI) | 0.0 | $233k | +9% | 846.00 | 275.68 |
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| Abbott Laboratories (ABT) | 0.0 | $226k | -35% | 2.5k | 90.76 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $215k | NEW | 6.2k | 34.67 |
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| Aon Shs Cl A (AON) | 0.0 | $208k | 628.00 | 331.69 |
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| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $208k | +3% | 7.7k | 27.19 |
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| Coca-Cola Company (KO) | 0.0 | $208k | NEW | 2.6k | 81.28 |
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| Datadog Cl A Com (DDOG) | 0.0 | $206k | NEW | 791.00 | 260.36 |
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| Tmc The Metals Company (TMC) | 0.0 | $44k | 10k | 4.43 |
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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 2026 Q2 filed July 29, 2026
- Main Street Research 2026 Q1 filed April 30, 2026
- Main Street Research 2025 Q4 filed Feb. 9, 2026
- 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