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MainStreet Investment Advisors

Latest statistics and disclosures from MainStreet Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IJH, EFA, AAPL, VGSH, MSFT, and represent 25.79% of MainStreet Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: EFIV, Raytheon Technologies Corp, ESGD, HSY, XJR, SCHD, ANET, XOM, SLB, PANW.
Started 11 new stock positions in ESGD, XJR, OSK, ANET, GE, HSY, SMMD, Raytheon Technologies Corp, SLB, LRCX. EFIV.
Reduced shares in these 10 stocks: CAT, RTX, AAPL, GOOGL, EOG, DSI, IJH, MSFT, , CYBR.
Sold out of its positions in ADBE, IT, PGX, EEM, IWF, MDLZ, NDAQ, RTX, SOLS, UNH. ACN, CYBR.
MainStreet Investment Advisors was a net seller of stock by $-20M.
MainStreet Investment Advisors has $665M in assets under management (AUM), dropping by -4.47%.
Central Index Key (CIK): 0001729854

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Positions held by MainStreet Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for MainStreet Investment Advisors

MainStreet Investment Advisors holds 158 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
iShares Core S&P Mid-Cap ETF Etf (IJH)	6.5	$43M	-3%	635k	67.53	View chart
iShares MSCI EAFE ETF Etf (EFA)	6.0	$40M	-2%	414k	97.13	View chart
Apple Common Stock (AAPL)	5.1	$34M	-4%	133k	253.79	View chart
Vanguard Short-Term Treasury E Etf (VGSH)	4.4	$29M		500k	58.54	View chart
Microsoft Corp Common Stock (MSFT)	3.8	$25M	-3%	68k	370.17	View chart
Alphabet Common Stock (GOOGL)	3.0	$20M	-7%	69k	287.56	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	2.9	$19M	-2%	154k	124.31	View chart
JPMorgan Chase & Co Common Stock (JPM)	2.8	$19M	-2%	63k	294.16	View chart
Blackrock Common Stock (BLK)	2.5	$16M	-2%	17k	961.71	View chart
Johnson & Johnson Common Stock (JNJ)	2.3	$15M	-2%	63k	244.44	View chart
Vanguard Intermediate-Term Tre Etf (VGIT)	2.2	$14M		240k	59.55	View chart
Caterpillar Common Stock (CAT)	2.0	$13M	-15%	19k	708.46	View chart
NVIDIA Corp Common Stock (NVDA)	2.0	$13M	-3%	75k	174.40	View chart
Broadcom Common Stock (AVGO)	1.9	$13M		41k	309.51	View chart
AbbVie Common Stock (ABBV)	1.8	$12M	-2%	54k	217.49	View chart
iShares Core S&P 500 ETF Etf (IVV)	1.8	$12M	+3%	18k	653.21	View chart
Chevron Corp Common Stock (CVX)	1.7	$11M	-4%	53k	206.90	View chart
Amazon.com Common Stock (AMZN)	1.6	$11M	-4%	51k	208.27	View chart
Procter & Gamble Co/The Common Stock (PG)	1.6	$11M	-4%	73k	144.44	View chart
Vanguard FTSE Emerging Markets Etf (VWO)	1.6	$10M		192k	54.05	View chart
Waste Management Common Stock (WM)	1.5	$10M	-2%	44k	229.79	View chart
Home Depot Inc/The Common Stock (HD)	1.4	$9.0M	-4%	27k	328.89	View chart
McDonald's Corp Common Stock (MCD)	1.3	$8.7M	-3%	28k	310.79	View chart
PepsiCo Common Stock (PEP)	1.3	$8.5M	-8%	55k	155.29	View chart
Honeywell International Common Stock (HON)	1.2	$8.3M	-5%	37k	226.03	View chart
Lockheed Martin Corp Common Stock (LMT)	1.0	$6.9M		11k	604.39	View chart
Emerson Electric Common Stock (EMR)	0.9	$6.2M	-4%	48k	131.02	View chart
Southern Co/The Common Stock (SO)	0.9	$6.2M	-2%	64k	96.52	View chart
Cisco Systems Common Stock (CSCO)	0.8	$5.6M	-5%	72k	77.59	View chart
Goldman Sachs Group Inc/The Common Stock (GS)	0.8	$5.2M		6.1k	845.99	View chart
Walmart Common Stock (WMT)	0.8	$5.0M	-5%	41k	124.28	View chart
Microchip Technology Common Stock (MCHP)	0.8	$5.0M	-4%	77k	64.61	View chart
Meta Platforms Common Stock (META)	0.7	$5.0M	-3%	8.7k	572.13	View chart
Visa Common Stock (V)	0.7	$4.8M	-5%	16k	302.24	View chart
American Electric Power Common Stock (AEP)	0.7	$4.8M	-2%	36k	131.08	View chart
Altria Group Common Stock (MO)	0.7	$4.7M	-3%	71k	65.99	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.7	$4.6M		62k	73.64	View chart
US Bancorp Common Stock (USB)	0.7	$4.5M	-3%	87k	52.01	View chart
CME Group Common Stock (CME)	0.7	$4.4M		15k	295.35	View chart
Tesla Common Stock (TSLA)	0.6	$4.3M	-2%	12k	371.75	View chart
Paychex Common Stock (PAYX)	0.6	$4.2M	-9%	45k	92.12	View chart
Enbridge Common Stock (ENB)	0.6	$4.1M		75k	54.14	View chart
Marriott International Common Stock (MAR)	0.6	$3.8M	-6%	12k	327.07	View chart
International Business Machine Common Stock (IBM)	0.6	$3.8M		16k	242.39	View chart
Medtronic Common Stock (MDT)	0.6	$3.8M		44k	86.65	View chart
Public Storage Common Stock (PSA)	0.6	$3.7M	-6%	14k	270.88	View chart
Merck & Co Common Stock (MRK)	0.6	$3.7M		31k	120.29	View chart
Verizon Communications Common Stock (VZ)	0.6	$3.7M	-6%	73k	50.20	View chart
Ingredion Common Stock (INGR)	0.6	$3.7M	-4%	33k	112.66	View chart
iShares MSCI ACWI ETF Etf (ACWI)	0.5	$3.6M		26k	138.37	View chart
Prudential Financial Common Stock (PRU)	0.5	$3.6M	-2%	37k	97.69	View chart
General Dynamics Corp Common Stock (GD)	0.5	$3.5M	-3%	10k	343.22	View chart
Cummins Common Stock (CMI)	0.5	$3.4M		6.3k	538.02	View chart
Qualcomm Common Stock (QCOM)	0.5	$3.3M	-7%	26k	128.78	View chart
Morgan Stanley Common Stock (MS)	0.5	$3.2M	-6%	19k	164.57	View chart
Cadence Design Systems Common Stock (CDNS)	0.5	$3.1M	-2%	11k	277.87	View chart
Intercontinental Exchange Common Stock (ICE)	0.5	$3.1M	-5%	20k	157.28	View chart
Palo Alto Networks Common Stock (PANW)	0.5	$3.1M	+14%	19k	160.32	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.4	$3.0M	+26%	96k	30.68	View chart
Genuine Parts Common Stock (GPC)	0.4	$2.9M	-8%	28k	105.75	View chart
Deere & Co Common Stock (DE)	0.4	$2.7M	-4%	4.8k	563.30	View chart
Principal Spectrum Preferred S Etf (PREF)	0.4	$2.6M	+3%	140k	18.82	View chart
Bank of New York Mellon Corp/T Common Stock (BK)	0.4	$2.6M		22k	118.63	View chart
Sysco Corp Common Stock (SYY)	0.4	$2.6M		37k	71.33	View chart
Bank of America Corp Common Stock (BAC)	0.4	$2.5M	-4%	52k	48.75	View chart
NextEra Energy Common Stock (NEE)	0.4	$2.4M	-3%	26k	92.88	View chart
State Street SPDR S&P 500 ESG Etf (EFIV)	0.4	$2.4M	NEW	38k	63.08	View chart
Pfizer Common Stock (PFE)	0.4	$2.3M	-8%	84k	28.08	View chart
Eli Lilly & Co Common Stock (LLY)	0.3	$2.3M	+13%	2.5k	919.77	View chart
RTX Corp Common Stock	0.3	$2.1M	NEW	11k	192.90	View chart
Stryker Corp Common Stock (SYK)	0.3	$1.9M	-6%	5.8k	328.59	View chart
EOG Resources Common Stock (EOG)	0.3	$1.9M	-44%	13k	144.57	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.3	$1.8M		3.6k	491.53	View chart
Comcast Corp Common Stock (CMCSA)	0.3	$1.7M		61k	28.71	View chart
State Street SPDR Portfolio Sh Etf (SPSB)	0.3	$1.7M	+14%	56k	30.07	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.2	$1.6M	-2%	3.4k	479.20	View chart
Oracle Corp Common Stock (ORCL)	0.2	$1.6M	-6%	11k	147.11	View chart
Alphabet Common Stock (GOOG)	0.2	$1.5M	-12%	5.2k	286.86	View chart
Zoetis Common Stock (ZTS)	0.2	$1.4M		12k	118.21	View chart
iShares Select Dividend ETF Etf (DVY)	0.2	$1.4M	+17%	9.4k	151.41	View chart
American Express Common Stock (AXP)	0.2	$1.4M	-13%	4.7k	302.48	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$1.4M	-4%	11k	130.94	View chart
Ameriprise Financial Common Stock (AMP)	0.2	$1.4M	-5%	3.1k	444.40	View chart
Marvell Technology Common Stock (MRVL)	0.2	$1.3M	-7%	13k	99.05	View chart
Uber Technologies Common Stock (UBER)	0.2	$1.2M	-4%	17k	71.93	View chart
iShares Gold Trust Etf (IAU)	0.2	$1.2M	-4%	14k	88.16	View chart
Crown Castle Common Stock (CCI)	0.2	$1.2M	-16%	14k	81.31	View chart
United Rentals Common Stock (URI)	0.2	$1.1M	+6%	1.5k	728.56	View chart
Cintas Corp Common Stock (CTAS)	0.2	$1.1M	-6%	6.6k	169.14	View chart
iShares ESG Aware MSCI EAFE ET Etf (ESGD)	0.2	$1.1M	NEW	12k	95.62	View chart
iShares National Muni Bond ETF Etf (MUB)	0.2	$1.1M	-3%	10k	106.15	View chart
Eaton Corp Common Stock (ETN)	0.2	$1.0M	+55%	2.9k	357.67	View chart
iShares S&P Mid-Cap 400 Growth Etf (IJK)	0.2	$1.0M	-5%	10k	100.62	View chart
iShares Short-Term National Mu Etf (SUB)	0.2	$1.0M	-4%	9.6k	106.50	View chart
Netflix Common Stock (NFLX)	0.2	$1.0M	+40%	11k	96.15	View chart
iShares Russell 2000 ETF Etf (IWM)	0.1	$994k	-10%	4.0k	248.00	View chart
Advanced Micro Devices Common Stock (AMD)	0.1	$989k	+44%	4.9k	203.43	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$971k	+9%	9.5k	102.67	View chart
iShares ESG Select Screened S& Etf (XJH)	0.1	$954k		21k	45.37	View chart
Salesforce Common Stock (CRM)	0.1	$931k	-6%	5.0k	186.67	View chart
Hershey Co/The Common Stock (HSY)	0.1	$896k	NEW	4.3k	207.89	View chart
PNC Financial Services Group I Common Stock (PNC)	0.1	$895k		4.3k	208.09	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.1	$891k	-2%	36k	25.10	View chart
Walt Disney Co/The Common Stock (DIS)	0.1	$884k	-13%	9.2k	96.38	View chart
T-Mobile US Common Stock (TMUS)	0.1	$875k		4.2k	210.03	View chart
iShares S&P Mid-Cap 400 Value Etf (IJJ)	0.1	$871k		6.6k	132.50	View chart
Mastercard Common Stock (MA)	0.1	$815k	-6%	1.6k	499.66	View chart
iShares ESG Aware MSCI EM ETF Etf (ESGE)	0.1	$815k	-9%	18k	45.47	View chart
iShares Core MSCI Emerging Mar Etf (IEMG)	0.1	$808k	+9%	12k	69.75	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$802k	+145%	4.7k	169.66	View chart
Prologis Common Stock (PLD)	0.1	$720k	+10%	5.4k	132.18	View chart
Applied Materials Common Stock (AMAT)	0.1	$715k	-8%	2.1k	341.79	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.1	$680k		7.5k	90.53	View chart
iShares ESG Select Screened S& Etf (XJR)	0.1	$660k	NEW	15k	43.54	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$641k	+65%	4.4k	146.28	View chart
Littelfuse Common Stock (LFUS)	0.1	$633k	+9%	1.9k	339.35	View chart
State Street Technology Select Etf (XLK)	0.1	$582k	-43%	4.4k	132.90	View chart
Evergy Common Stock (EVRG)	0.1	$581k		7.1k	81.92	View chart
Everpure Common Stock (PSTG)	0.1	$578k		9.8k	59.04	View chart
Church & Dwight Common Stock (CHD)	0.1	$559k	-4%	6.0k	93.32	View chart
Tractor Supply Common Stock (TSCO)	0.1	$553k	+14%	12k	45.30	View chart
iShares MSCI EAFE Value ETF Etf (EFV)	0.1	$545k	+5%	7.3k	74.35	View chart
Equinix Common Stock (EQIX)	0.1	$540k	-4%	551.00	980.24	View chart
Waters Corp Common Stock (WAT)	0.1	$539k		1.8k	297.80	View chart
Zions Bancorp NA Common Stock (ZION)	0.1	$530k		9.2k	57.62	View chart
Hexcel Corp Common Stock (HXL)	0.1	$523k	+2%	6.5k	80.93	View chart
Arista Networks Common Stock (ANET)	0.1	$491k	NEW	4.0k	122.78	View chart
iShares MSCI EAFE Growth ETF Etf (EFG)	0.1	$490k	+12%	4.4k	111.37	View chart
Silgan Holdings Common Stock (SLGN)	0.1	$482k	-2%	12k	38.80	View chart
iShares ESG MSCI KLD 400 ETF Etf (DSI)	0.1	$478k	-74%	3.9k	121.19	View chart
Invesco Exchange-Traded Fund T Etf (XLG)	0.1	$467k		8.6k	54.55	View chart
SLB Common Stock (SLB)	0.1	$463k	NEW	9.0k	51.39	View chart
Amgen Common Stock (AMGN)	0.1	$461k	-7%	1.3k	351.85	View chart
Martin Marietta Materials Common Stock (MLM)	0.1	$450k	-3%	765.00	588.68	View chart
BorgWarner Common Stock (BWA)	0.1	$442k		8.2k	54.26	View chart
Vanguard Real Estate ETF Etf (VNQ)	0.1	$395k	-3%	4.5k	88.70	View chart
Autodesk Common Stock (ADSK)	0.1	$370k	-8%	1.5k	239.40	View chart
Rockwell Automation Common Stock (ROK)	0.1	$370k	-5%	1.0k	358.88	View chart
State Street Materials Select Etf (XLB)	0.1	$366k		7.3k	49.97	View chart
Vanguard Total International B Etf (BNDX)	0.1	$346k		7.2k	48.05	View chart
Vanguard Large-Cap ETF Etf (VV)	0.1	$339k		1.1k	298.85	View chart
Air Products and Chemicals Common Stock (APD)	0.0	$329k	-7%	1.1k	290.49	View chart
General Electric Common Stock (GE)	0.0	$307k	NEW	1.1k	283.77	View chart
Reinsurance Group of America I Common Stock (RGA)	0.0	$301k	-7%	1.5k	204.16	View chart
Lam Research Corp Common Stock (LRCX)	0.0	$298k	NEW	1.4k	213.66	View chart
Markel Group Common Stock (MKL)	0.0	$297k	-7%	155.00	1914.07	View chart
Vanguard Small-Cap ETF Etf (VB)	0.0	$289k	-6%	1.1k	261.92	View chart
iShares Russell 2500 ETF Etf (SMMD)	0.0	$289k	NEW	3.8k	76.35	View chart
Johnson Controls International Common Stock (JCI)	0.0	$284k	-7%	2.2k	130.95	View chart
Baker Hughes Common Stock (BKR)	0.0	$264k	-3%	4.3k	61.05	View chart
Loews Corp Common Stock (L)	0.0	$256k		2.4k	106.74	View chart
iShares Core S&P U.S. Growth E Etf (IUSG)	0.0	$248k		1.6k	155.11	View chart
iShares Russell 3000 ETF Etf (IWV)	0.0	$230k		619.00	370.68	View chart
State Street Health Care Selec Etf (XLV)	0.0	$227k		1.5k	146.61	View chart
T Rowe Price US Equity Researc Etf (TSPA)	0.0	$224k		5.5k	40.90	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	0.0	$222k		2.3k	97.23	View chart
Oshkosh Corp Common Stock (OSK)	0.0	$205k	NEW	1.4k	147.21	View chart
Owens Corning Common Stock (OC)	0.0	$204k	-37%	1.9k	108.22	View chart

Past Filings by MainStreet Investment Advisors

SEC 13F filings are viewable for MainStreet Investment Advisors going back to 2017

MainStreet Investment Advisors 2026 Q1 filed May 11, 2026
MainStreet Investment Advisors 2025 Q4 filed Feb. 10, 2026
MainStreet Investment Advisors 2025 Q3 filed Nov. 10, 2025
MainStreet Investment Advisors 2025 Q2 filed Aug. 11, 2025
MainStreet Investment Advisors 2025 Q1 filed April 30, 2025
MainStreet Investment Advisors 2024 Q4 filed Feb. 14, 2025
MainStreet Investment Advisors 2024 Q3 filed Nov. 12, 2024
MainStreet Investment Advisors 2024 Q2 filed Aug. 6, 2024
MainStreet Investment Advisors 2024 Q1 filed May 8, 2024
MainStreet Investment Advisors 2023 Q3 restated filed Feb. 16, 2024
MainStreet Investment Advisors 2023 Q2 restated filed Feb. 16, 2024
MainStreet Investment Advisors 2023 Q4 filed Feb. 9, 2024
MainStreet Investment Advisors 2023 Q3 filed Oct. 31, 2023
MainStreet Investment Advisors 2023 Q2 filed July 21, 2023
MainStreet Investment Advisors 2023 Q1 filed April 28, 2023
MainStreet Investment Advisors 2022 Q4 filed Feb. 2, 2023

View all past filings

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