Main Street Research
Latest statistics and disclosures from Main Street Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, GOOGL, ISCF, TSM, and represent 26.63% of Main Street Research's stock portfolio.
- Added to shares of these 10 stocks: GLW (+$53M), BHP (+$38M), AZN (+$38M), RY (+$36M), MU (+$35M), KEYS (+$32M), AAPL (+$29M), XBI (+$26M), FICO (+$6.4M), NVDA.
- Started 31 new stock positions in PHG, CRWD, DHI, LEN, VRT, TMC, AZN, GS, FTNT, GLW.
- Reduced shares in these 10 stocks: V (-$50M), PLTR (-$40M), MSFT (-$37M), HOOD (-$37M), AstraZeneca (-$34M), UBER (-$31M), , BKNG (-$20M), BCS (-$18M), COST (-$16M).
- Sold out of its positions in AstraZeneca, BKNG, BN, GILD, HIMS, HUT, IBN, IBM, ITOT, TRMB. VIG, LIN.
- Main Street Research was a net buyer of stock by $23M.
- Main Street Research has $1.7B in assets under management (AUM), dropping by -1.70%.
- Central Index Key (CIK): 0001513211
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Portfolio Holdings for Main Street Research
Main Street Research holds 148 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.3 | $108M | +4% | 621k | 174.40 |
|
| Apple (AAPL) | 6.0 | $102M | +38% | 404k | 253.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $90M | +4% | 312k | 287.56 |
|
| Ishares Tr International Sl (ISCF) | 4.8 | $82M | +2% | 2.0M | 41.79 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.4 | $75M | +2% | 223k | 337.95 |
|
| Spdr Series Trust State Street Spd (XBI) | 4.2 | $73M | +57% | 568k | 127.73 |
|
| JPMorgan Chase & Co. (JPM) | 3.8 | $66M | 224k | 294.16 |
|
|
| Broadcom (AVGO) | 3.8 | $66M | +3% | 212k | 309.51 |
|
| McKesson Corporation (MCK) | 3.4 | $59M | 68k | 865.36 |
|
|
| Amazon (AMZN) | 3.3 | $56M | +3% | 269k | 208.27 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.2 | $55M | +3% | 42k | 1320.83 |
|
| Corning Incorporated (GLW) | 3.1 | $53M | NEW | 388k | 135.97 |
|
| Costco Wholesale Corporation (COST) | 2.7 | $46M | -26% | 46k | 996.43 |
|
| Johnson & Johnson (JNJ) | 2.7 | $46M | +4% | 187k | 244.44 |
|
| Ishares Msci Sth Kor Etf (EWY) | 2.6 | $45M | 362k | 123.01 |
|
|
| Ge Vernova (GEV) | 2.6 | $44M | +3% | 51k | 872.90 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 2.5 | $44M | 470k | 92.69 |
|
|
| Caterpillar (CAT) | 2.5 | $43M | +2% | 61k | 708.46 |
|
| Wal-Mart Stores (WMT) | 2.5 | $43M | 345k | 124.28 |
|
|
| Cameco Corporation (CCJ) | 2.5 | $42M | 389k | 108.61 |
|
|
| Meta Platforms Cl A (META) | 2.4 | $41M | -18% | 71k | 572.13 |
|
| Amphenol Corp Cl A (APH) | 2.2 | $38M | 301k | 126.35 |
|
|
| Bhp Billiton Sponsored Ads (BHP) | 2.2 | $38M | NEW | 519k | 72.74 |
|
| Astrazeneca Ord (AZN) | 2.2 | $38M | NEW | 191k | 197.22 |
|
| Micron Technology (MU) | 2.1 | $37M | +1949% | 109k | 337.84 |
|
| Rbc Cad (RY) | 2.1 | $36M | NEW | 223k | 161.78 |
|
| Keysight Technologies (KEYS) | 1.9 | $32M | NEW | 113k | 282.37 |
|
| Microsoft Corporation (MSFT) | 1.5 | $25M | -59% | 68k | 370.17 |
|
| Palantir Technologies Cl A (PLTR) | 1.4 | $25M | -61% | 168k | 146.28 |
|
| Procter & Gamble Company (PG) | 1.3 | $22M | 152k | 144.44 |
|
|
| Barclays Adr (BCS) | 1.0 | $18M | -49% | 851k | 21.16 |
|
| Fair Isaac Corporation (FICO) | 0.5 | $9.0M | +239% | 8.5k | 1067.54 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $7.5M | +9% | 196k | 38.42 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $6.7M | +16% | 23k | 286.86 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.7M | 12k | 479.20 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $5.5M | +157% | 34k | 160.32 |
|
| McDonald's Corporation (MCD) | 0.3 | $4.8M | -16% | 16k | 310.78 |
|
| Tesla Motors (TSLA) | 0.3 | $4.6M | -3% | 12k | 371.76 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $4.4M | +45% | 46k | 93.98 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $4.3M | NEW | 35k | 122.78 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $4.1M | +3% | 24k | 169.66 |
|
| Wells Fargo & Company (WFC) | 0.2 | $3.7M | +136% | 47k | 79.61 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.6M | 5.00 | 718140.00 |
|
|
| Chevron Corporation (CVX) | 0.2 | $3.5M | +77% | 17k | 206.91 |
|
| Autodesk (ADSK) | 0.2 | $3.4M | 14k | 239.40 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $3.3M | +22% | 39k | 86.64 |
|
| Visa Com Cl A (V) | 0.2 | $3.1M | -94% | 10k | 302.24 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.7M | +104% | 2.9k | 919.66 |
|
| Ishares Msci World Etf (URTH) | 0.2 | $2.7M | -2% | 15k | 180.02 |
|
| Abbvie (ABBV) | 0.1 | $2.2M | +9% | 10k | 217.49 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $2.1M | +22% | 3.3k | 650.27 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.7M | +102% | 2.6k | 653.12 |
|
| salesforce (CRM) | 0.1 | $1.3M | +8% | 6.9k | 186.67 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | +10% | 6.1k | 192.91 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.2M | +5% | 24k | 48.46 |
|
| Merck & Co (MRK) | 0.1 | $1.1M | +22% | 9.5k | 120.29 |
|
| 3M Company (MMM) | 0.1 | $1.1M | -2% | 7.9k | 145.23 |
|
| Walt Disney Company (DIS) | 0.1 | $1.0M | NEW | 11k | 96.38 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.0M | +31% | 1.8k | 577.03 |
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.1 | $1.0M | +15% | 44k | 22.68 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.0M | +76% | 4.1k | 242.62 |
|
| Clorox Company (CLX) | 0.1 | $988k | +4% | 9.5k | 103.63 |
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.1 | $931k | +17% | 19k | 49.63 |
|
| Pulte (PHM) | 0.1 | $868k | NEW | 7.4k | 117.61 |
|
| Cirrus Logic (CRUS) | 0.0 | $829k | NEW | 5.7k | 144.62 |
|
| Uber Technologies (UBER) | 0.0 | $827k | -97% | 12k | 71.93 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $796k | +159% | 1.3k | 597.74 |
|
| Cisco Systems (CSCO) | 0.0 | $780k | +3% | 10k | 77.59 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $777k | +162% | 1.8k | 430.29 |
|
| Goldman Sachs (GS) | 0.0 | $739k | NEW | 874.00 | 845.99 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $696k | +134% | 1.5k | 463.12 |
|
| Curtiss-Wright (CW) | 0.0 | $689k | +10% | 1.0k | 681.12 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $685k | +91% | 3.5k | 194.14 |
|
| ON Semiconductor (ON) | 0.0 | $641k | NEW | 10k | 61.92 |
|
| Advanced Micro Devices (AMD) | 0.0 | $640k | -8% | 3.1k | 203.43 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $638k | 7.7k | 82.49 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $638k | +13% | 7.5k | 85.23 |
|
| Citigroup Com New (C) | 0.0 | $627k | +16% | 5.5k | 113.41 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $611k | NEW | 5.3k | 114.99 |
|
| At&t (T) | 0.0 | $585k | +45% | 20k | 28.99 |
|
| Bank of America Corporation (BAC) | 0.0 | $582k | +7% | 12k | 48.75 |
|
| Stryker Corporation (SYK) | 0.0 | $579k | -4% | 1.8k | 328.66 |
|
| Pepsi (PEP) | 0.0 | $578k | +75% | 3.7k | 155.30 |
|
| D.R. Horton (DHI) | 0.0 | $523k | NEW | 3.8k | 137.22 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $517k | 30k | 16.97 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $514k | +15% | 3.5k | 147.11 |
|
| Analog Devices (ADI) | 0.0 | $474k | +19% | 1.5k | 318.14 |
|
| Netease Sponsored Ads (NTES) | 0.0 | $457k | +2% | 4.1k | 111.94 |
|
| Automatic Data Processing (ADP) | 0.0 | $454k | -3% | 2.2k | 203.18 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $442k | -21% | 900.00 | 491.53 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $425k | +30% | 2.0k | 213.67 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $421k | -52% | 6.9k | 60.65 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $414k | -16% | 1.3k | 320.81 |
|
| Xylem (XYL) | 0.0 | $397k | 3.3k | 119.50 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $396k | +5% | 3.9k | 102.68 |
|
| Trane Technologies SHS (TT) | 0.0 | $395k | 947.00 | 416.74 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $388k | +23% | 14k | 28.71 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $387k | +65% | 839.00 | 460.99 |
|
| eBay (EBAY) | 0.0 | $380k | +27% | 4.2k | 91.02 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $376k | 6.0k | 62.75 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $372k | NEW | 2.8k | 132.90 |
|
| Ptc (PTC) | 0.0 | $354k | NEW | 2.5k | 142.49 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $339k | NEW | 3.9k | 86.84 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $339k | +6% | 5.1k | 66.48 |
|
| Gartner (IT) | 0.0 | $335k | NEW | 2.1k | 158.34 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $334k | -18% | 1.7k | 198.29 |
|
| Fortinet (FTNT) | 0.0 | $333k | NEW | 4.1k | 81.72 |
|
| Intuit (INTU) | 0.0 | $308k | -8% | 712.00 | 432.64 |
|
| TJX Companies (TJX) | 0.0 | $307k | +22% | 1.9k | 159.70 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $296k | -9% | 695.00 | 426.40 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $289k | +19% | 2.4k | 118.62 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $287k | NEW | 1.0k | 283.76 |
|
| Smucker J M Com New (SJM) | 0.0 | $276k | -14% | 2.9k | 96.44 |
|
| Expedia Group Com New (EXPE) | 0.0 | $274k | +25% | 1.2k | 230.89 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $273k | +8% | 11k | 25.64 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $271k | 1.6k | 174.61 |
|
|
| Intel Corporation (INTC) | 0.0 | $261k | -13% | 5.9k | 44.13 |
|
| Kla Corp Com New (KLAC) | 0.0 | $261k | -20% | 177.00 | 1472.41 |
|
| ConocoPhillips (COP) | 0.0 | $257k | NEW | 2.0k | 132.00 |
|
| Netflix (NFLX) | 0.0 | $257k | -74% | 2.7k | 96.15 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $254k | 771.00 | 328.82 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $253k | +6% | 10k | 24.75 |
|
| Norfolk Southern (NSC) | 0.0 | $252k | -21% | 877.00 | 287.00 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $251k | NEW | 447.00 | 561.89 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $246k | 493.00 | 499.66 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $245k | NEW | 628.00 | 390.41 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $244k | +30% | 1.0k | 243.08 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $238k | -14% | 8.5k | 27.85 |
|
| American Express Company (AXP) | 0.0 | $234k | -5% | 773.00 | 302.48 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $234k | -10% | 261.00 | 895.24 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $229k | 1.4k | 158.45 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $229k | 1.9k | 118.51 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $228k | -99% | 3.3k | 69.30 |
|
| Home Depot (HD) | 0.0 | $226k | -28% | 686.00 | 329.00 |
|
| Metropcs Communications (TMUS) | 0.0 | $225k | -50% | 1.1k | 210.03 |
|
| Entegris (ENTG) | 0.0 | $217k | NEW | 1.9k | 117.24 |
|
| Match Group (MTCH) | 0.0 | $215k | NEW | 7.0k | 30.71 |
|
| Capital One Financial (COF) | 0.0 | $215k | +14% | 1.2k | 182.43 |
|
| Nextera Energy (NEE) | 0.0 | $211k | -18% | 2.3k | 92.88 |
|
| Cigna Corp (CI) | 0.0 | $206k | NEW | 771.00 | 266.75 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $205k | NEW | 338.00 | 605.01 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $203k | NEW | 7.4k | 27.40 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $203k | NEW | 810.00 | 250.58 |
|
| Coherent Corp (COHR) | 0.0 | $202k | NEW | 846.00 | 238.21 |
|
| Pacific Biosciences of California (PACB) | 0.0 | $201k | NEW | 152k | 1.32 |
|
| Aon Shs Cl A (AON) | 0.0 | $201k | -24% | 622.00 | 322.78 |
|
| Omada Health (OMDA) | 0.0 | $200k | 16k | 12.57 |
|
|
| Tmc The Metals Company (TMC) | 0.0 | $47k | NEW | 10k | 4.67 |
|
Past Filings by Main Street Research
SEC 13F filings are viewable for Main Street Research going back to 2010
- 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
- Main Street Research 2022 Q2 filed Aug. 12, 2022