Main Street Research

Main Street Research as of June 30, 2025

Portfolio Holdings for Main Street Research

Main Street Research holds 115 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 5.9 $94M 595k 158.00
JPMorgan Chase & Co. (JPM) 4.0 $65M 224k 289.91
Procter & Gamble Company (PG) 4.0 $65M 407k 159.32
Palantir Technologies Cl A (PLTR) 3.9 $63M 461k 136.32
Costco Wholesale Corporation (COST) 3.9 $62M 63k 989.93
Visa Com Cl A (V) 3.8 $61M 172k 355.05
Apple (AAPL) 3.8 $60M 294k 205.17
Netflix (NFLX) 3.6 $57M 43k 1339.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.5 $56M 116k 485.77
Alphabet Cap Stk Cl A (GOOGL) 3.3 $52M 297k 176.23
Broadcom (AVGO) 3.2 $51M 185k 275.65
McKesson Corporation (MCK) 3.2 $51M 69k 733.49
Robinhood Mkts Com Cl A (HOOD) 3.1 $50M 537k 93.63
Amazon (AMZN) 3.1 $49M 224k 219.39
Microsoft Corporation (MSFT) 2.9 $47M 95k 497.41
Meta Platforms Cl A (META) 2.9 $47M 64k 738.09
Metropcs Communications (TMUS) 2.7 $43M 180k 238.26
Uber Technologies (UBER) 2.6 $42M 449k 93.30
MercadoLibre (MELI) 2.6 $41M 16k 2613.63
Boston Scientific Corporation (BSX) 2.5 $41M 381k 107.41
Spotify Technology S A SHS (SPOT) 2.4 $38M 50k 767.34
Sap Se Spon Adr (SAP) 2.3 $37M 121k 304.10
Icici Bank Adr (IBN) 2.2 $35M 1.0M 33.64
Linde SHS (LIN) 2.1 $34M 73k 469.18
Trane Technologies SHS (TT) 2.1 $33M 76k 437.41
Wal-Mart Stores (WMT) 2.0 $33M 336k 97.78
Intuitive Surgical Com New (ISRG) 2.0 $32M 60k 543.41
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.9 $31M 137k 227.27
Check Point Software Tech Lt Ord (CHKP) 1.9 $30M 137k 221.25
World Gold Tr Spdr Gld Minis (GLDM) 1.8 $29M 449k 65.52
Booking Holdings (BKNG) 1.7 $27M 4.7k 5789.24
Alibaba Group Hldg Sponsored Ads (BABA) 1.6 $26M 226k 115.38
Fair Isaac Corporation (FICO) 1.2 $20M 11k 1827.96
Ge Vernova (GEV) 0.9 $15M 28k 529.15
Asml Holding N V N Y Registry Shs (ASML) 0.9 $14M 18k 801.39
McDonald's Corporation (MCD) 0.3 $5.5M 19k 292.17
Autodesk (ADSK) 0.3 $4.5M 15k 309.57
Tesla Motors (TSLA) 0.2 $3.7M 12k 317.67
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $3.6M 5.00 728800.00
Alphabet Cap Stk Cl C (GOOG) 0.2 $3.6M 20k 177.39
Ishares Msci World Etf (URTH) 0.2 $3.2M 19k 169.38
Charles Schwab Corporation (SCHW) 0.2 $3.1M 34k 91.24
Palo Alto Networks (PANW) 0.2 $2.7M 13k 204.64
Exxon Mobil Corporation (XOM) 0.1 $2.4M 22k 107.80
Eli Lilly & Co. (LLY) 0.1 $2.1M 2.7k 779.39
Ishares Tr Core Msci Total (IXUS) 0.1 $2.0M 26k 77.31
Johnson & Johnson (JNJ) 0.1 $1.7M 11k 152.75
Abbvie (ABBV) 0.1 $1.7M 9.1k 185.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.7M 2.7k 619.74
Wells Fargo & Company (WFC) 0.1 $1.5M 18k 80.12
Chevron Corporation (CVX) 0.1 $1.4M 9.5k 143.20
3M Company (MMM) 0.1 $1.2M 8.1k 152.24
Clorox Company (CLX) 0.1 $1.1M 9.3k 120.07
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $923k 19k 48.65
Accenture Plc Ireland Shs Class A (ACN) 0.0 $780k 2.6k 298.89
Automatic Data Processing (ADP) 0.0 $768k 2.5k 310.08
Caterpillar (CAT) 0.0 $748k 1.9k 388.21
Ishares Tr Core S&p500 Etf (IVV) 0.0 $746k 1.2k 620.77
Cisco Systems (CSCO) 0.0 $734k 11k 69.38
Micron Technology (MU) 0.0 $731k 5.9k 123.25
Stryker Corporation (SYK) 0.0 $730k 1.8k 396.47
Merck & Co (MRK) 0.0 $717k 9.0k 79.97
Bristol Myers Squibb (BMY) 0.0 $676k 15k 46.29
Raytheon Technologies Corp (RTX) 0.0 $655k 4.5k 146.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $612k 2.0k 304.84
Colgate-Palmolive Company (CL) 0.0 $609k 6.7k 90.90
Advanced Micro Devices (AMD) 0.0 $597k 4.2k 141.90
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $592k 26k 22.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $574k 1.0k 552.21
Intuit (INTU) 0.0 $563k 715.00 787.66
Coinbase Global Com Cl A (COIN) 0.0 $543k 1.6k 350.49
Netease Sponsored Ads (NTES) 0.0 $538k 4.0k 134.58
Bank of America Corporation (BAC) 0.0 $476k 10k 47.32
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $475k 9.5k 50.21
Abbott Laboratories (ABT) 0.0 $471k 3.5k 136.01
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $460k 3.4k 135.04
salesforce (CRM) 0.0 $451k 1.7k 273.11
Curtiss-Wright (CW) 0.0 $434k 888.00 488.79
HSBC HLDGS Spon Adr New (HSBC) 0.0 $425k 7.0k 60.79
Xylem (XYL) 0.0 $420k 3.3k 129.36
Relx Sponsored Adr (RELX) 0.0 $417k 7.7k 54.34
Analog Devices (ADI) 0.0 $416k 1.7k 238.02
International Business Machines (IBM) 0.0 $406k 1.4k 294.78
Citigroup Com New (C) 0.0 $393k 4.6k 85.12
Thermo Fisher Scientific (TMO) 0.0 $373k 918.00 405.89
Home Depot (HD) 0.0 $371k 1.0k 366.64
Comcast Corp Cl A (CMCSA) 0.0 $370k 10k 35.69
At&t (T) 0.0 $355k 12k 28.94
Smucker J M Com New (SJM) 0.0 $348k 3.5k 98.20
Pepsi (PEP) 0.0 $342k 2.6k 132.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $337k 591.00 569.85
Texas Instruments Incorporated (TXN) 0.0 $326k 1.6k 207.62
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $325k 766.00 424.58
Hims & Hers Health Com Cl A (HIMS) 0.0 $309k 6.2k 49.85
Adobe Systems Incorporated (ADBE) 0.0 $304k 786.00 386.88
Norfolk Southern (NSC) 0.0 $302k 1.2k 255.97
Oracle Corporation (ORCL) 0.0 $298k 1.4k 218.62
Trimble Navigation (TRMB) 0.0 $290k 3.8k 75.98
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $283k 640.00 441.85
Paypal Holdings (PYPL) 0.0 $282k 3.8k 74.32
Draftkings Com Cl A (DKNG) 0.0 $279k 6.5k 42.89
Mastercard Incorporated Cl A (MA) 0.0 $268k 477.00 561.94
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $266k 11k 24.44
Coca-Cola Company (KO) 0.0 $256k 3.6k 71.26
Cheniere Energy Com New (LNG) 0.0 $246k 1.0k 243.52
Delta Air Lines Inc Del Com New (DAL) 0.0 $239k 4.9k 49.18
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $231k 2.0k 115.35
Servicenow (NOW) 0.0 $222k 216.00 1028.08
Aon Shs Cl A (AON) 0.0 $221k 620.00 356.76
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $218k 1.4k 150.87
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $217k 1.9k 112.34
Capital One Financial (COF) 0.0 $216k 1.0k 212.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $212k 9.6k 22.10
Spdr Gold Tr Gold Shs (GLD) 0.0 $210k 689.00 304.83
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $210k 8.5k 24.54