Main Street Research as of Sept. 30, 2025
Portfolio Holdings for Main Street Research
Main Street Research holds 129 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.1 | $112M | 602k | 186.58 | |
| Apple (AAPL) | 4.8 | $90M | 351k | 254.63 | |
| Microsoft Corporation (MSFT) | 4.7 | $87M | 168k | 517.95 | |
| Palantir Technologies Cl A (PLTR) | 4.5 | $83M | 456k | 182.42 | |
| Robinhood Mkts Com Cl A (HOOD) | 4.2 | $77M | 539k | 143.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $73M | 300k | 243.10 | |
| JPMorgan Chase & Co. (JPM) | 3.8 | $71M | 225k | 315.43 | |
| Broadcom (AVGO) | 3.7 | $69M | 208k | 329.91 | |
| Meta Platforms Cl A (META) | 3.5 | $66M | 89k | 734.38 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.3 | $62M | 221k | 279.29 | |
| Ishares Tr International Sl (ISCF) | 3.3 | $62M | 1.5M | 41.12 | |
| Visa Com Cl A (V) | 3.3 | $61M | 177k | 341.38 | |
| Costco Wholesale Corporation (COST) | 3.2 | $59M | 64k | 925.63 | |
| Amazon (AMZN) | 3.1 | $58M | 263k | 219.57 | |
| McKesson Corporation (MCK) | 2.9 | $53M | 69k | 772.54 | |
| Netflix (NFLX) | 2.8 | $52M | 43k | 1198.92 | |
| Uber Technologies (UBER) | 2.4 | $44M | 453k | 97.97 | |
| Metropcs Communications (TMUS) | 2.3 | $43M | 180k | 239.38 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.1 | $39M | 40k | 968.09 | |
| MercadoLibre (MELI) | 2.0 | $37M | 16k | 2336.94 | |
| Amphenol Corp Cl A (APH) | 2.0 | $37M | 297k | 123.75 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 1.9 | $36M | 467k | 76.45 | |
| Spotify Technology S A SHS (SPOT) | 1.9 | $35M | 50k | 698.00 | |
| Wal-Mart Stores (WMT) | 1.9 | $35M | 341k | 103.06 | |
| Barclays Adr (BCS) | 1.9 | $35M | 1.7M | 20.67 | |
| Linde SHS (LIN) | 1.9 | $35M | 73k | 475.00 | |
| Booking Holdings (BKNG) | 1.8 | $33M | 6.2k | 5399.27 | |
| Trane Technologies SHS (TT) | 1.8 | $33M | 79k | 421.96 | |
| Icici Bank Adr (IBN) | 1.7 | $32M | 1.1M | 30.23 | |
| Cameco Corporation (CCJ) | 1.7 | $31M | 364k | 83.86 | |
| Ge Vernova (GEV) | 1.6 | $30M | 49k | 614.90 | |
| Apollo Global Mgmt (APO) | 1.6 | $29M | 217k | 133.27 | |
| Procter & Gamble Company (PG) | 1.3 | $24M | 153k | 153.65 | |
| Fair Isaac Corporation (FICO) | 0.7 | $13M | 8.6k | 1496.53 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.7 | $12M | 191k | 65.00 | |
| Palo Alto Networks (PANW) | 0.4 | $7.0M | 35k | 203.62 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $6.7M | 13k | 502.74 | |
| Tesla Motors (TSLA) | 0.3 | $5.8M | 13k | 444.74 | |
| McDonald's Corporation (MCD) | 0.3 | $5.8M | 19k | 303.90 | |
| Arista Networks Com Shs (ANET) | 0.3 | $5.1M | 35k | 145.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $4.8M | 20k | 243.55 | |
| Autodesk (ADSK) | 0.2 | $4.5M | 14k | 317.67 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.8M | 5.00 | 754200.00 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $3.3M | 34k | 95.47 | |
| Wells Fargo & Company (WFC) | 0.2 | $3.1M | 37k | 83.82 | |
| Ishares Msci World Etf (URTH) | 0.2 | $3.0M | 17k | 181.56 | |
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.7M | 33k | 82.58 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $2.7M | 24k | 112.75 | |
| Chevron Corporation (CVX) | 0.1 | $2.6M | 17k | 155.29 | |
| Abbvie (ABBV) | 0.1 | $2.2M | 9.5k | 231.55 | |
| Johnson & Johnson (JNJ) | 0.1 | $2.1M | 11k | 185.42 | |
| Eli Lilly & Co. (LLY) | 0.1 | $2.0M | 2.7k | 763.09 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.8M | 2.7k | 666.29 | |
| Caterpillar (CAT) | 0.1 | $1.5M | 3.1k | 477.15 | |
| 3M Company (MMM) | 0.1 | $1.3M | 8.1k | 155.18 | |
| Clorox Company (CLX) | 0.1 | $1.2M | 9.4k | 123.30 | |
| Oracle Corporation (ORCL) | 0.1 | $1.1M | 3.8k | 281.24 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.0M | 21k | 48.84 | |
| Micron Technology (MU) | 0.1 | $1000k | 6.0k | 167.32 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $971k | 1.5k | 669.30 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $958k | 1.6k | 600.55 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $931k | 5.6k | 167.34 | |
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $790k | 34k | 23.08 | |
| Merck & Co (MRK) | 0.0 | $778k | 9.3k | 83.93 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $730k | 14k | 51.54 | |
| Automatic Data Processing (ADP) | 0.0 | $727k | 2.5k | 293.50 | |
| Cisco Systems (CSCO) | 0.0 | $717k | 11k | 68.42 | |
| Bristol Myers Squibb (BMY) | 0.0 | $664k | 15k | 45.10 | |
| Stryker Corporation (SYK) | 0.0 | $662k | 1.8k | 369.67 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $647k | 1.1k | 612.33 | |
| Bank of America Corporation (BAC) | 0.0 | $647k | 13k | 51.59 | |
| Boston Scientific Corporation (BSX) | 0.0 | $629k | 6.4k | 97.63 | |
| Netease Sponsored Ads (NTES) | 0.0 | $621k | 4.1k | 151.99 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $613k | 2.5k | 246.60 | |
| salesforce (CRM) | 0.0 | $597k | 2.5k | 237.00 | |
| Advanced Micro Devices (AMD) | 0.0 | $566k | 3.5k | 161.79 | |
| Gartner (IT) | 0.0 | $566k | 2.2k | 262.87 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $542k | 1.7k | 328.17 | |
| Colgate-Palmolive Company (CL) | 0.0 | $536k | 6.7k | 79.94 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $524k | 1.6k | 337.49 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $522k | 7.4k | 70.98 | |
| Intuit (INTU) | 0.0 | $514k | 752.00 | 682.80 | |
| Citigroup Com New (C) | 0.0 | $497k | 4.9k | 101.50 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $496k | 3.4k | 145.65 | |
| Xylem (XYL) | 0.0 | $489k | 3.3k | 147.50 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $483k | 996.00 | 485.02 | |
| Curtiss-Wright (CW) | 0.0 | $482k | 888.00 | 542.94 | |
| Abbott Laboratories (ABT) | 0.0 | $473k | 3.5k | 133.94 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $448k | 1.3k | 352.75 | |
| Home Depot (HD) | 0.0 | $410k | 1.0k | 405.19 | |
| At&t (T) | 0.0 | $397k | 14k | 28.24 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $391k | 798.00 | 490.38 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $389k | 2.6k | 148.61 | |
| Smucker J M Com New (SJM) | 0.0 | $386k | 3.6k | 108.60 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $383k | 15k | 26.34 | |
| International Business Machines (IBM) | 0.0 | $365k | 1.3k | 282.16 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $359k | 766.00 | 468.41 | |
| Norfolk Southern (NSC) | 0.0 | $355k | 1.2k | 300.41 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $353k | 11k | 31.42 | |
| Fortinet (FTNT) | 0.0 | $352k | 4.2k | 84.08 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $352k | 6.2k | 56.72 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $338k | 594.00 | 568.81 | |
| Pepsi (PEP) | 0.0 | $327k | 2.3k | 140.44 | |
| eBay (EBAY) | 0.0 | $325k | 3.6k | 90.95 | |
| Trimble Navigation (TRMB) | 0.0 | $317k | 3.9k | 81.65 | |
| Analog Devices (ADI) | 0.0 | $297k | 1.2k | 245.70 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $297k | 640.00 | 463.74 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $295k | 1.6k | 183.73 | |
| IDEXX Laboratories (IDXX) | 0.0 | $263k | 411.00 | 638.89 | |
| Paypal Holdings (PYPL) | 0.0 | $258k | 3.9k | 67.06 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $258k | 4.5k | 56.75 | |
| Kla Corp Com New (KLAC) | 0.0 | $254k | 235.00 | 1078.60 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $245k | 689.00 | 355.47 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $243k | 1.9k | 125.95 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $243k | 6.5k | 37.40 | |
| Intel Corporation (INTC) | 0.0 | $240k | 7.2k | 33.55 | |
| Coca-Cola Company (KO) | 0.0 | $239k | 3.6k | 66.32 | |
| Cheniere Energy Com New (LNG) | 0.0 | $237k | 1.0k | 234.98 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $235k | 1.4k | 162.48 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $225k | 8.5k | 26.30 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $224k | 9.6k | 23.28 | |
| Aon Shs Cl A (AON) | 0.0 | $224k | 627.00 | 356.58 | |
| Capital One Financial (COF) | 0.0 | $216k | 1.0k | 212.58 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $212k | 362.00 | 586.04 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $209k | 771.00 | 271.26 | |
| SYSCO Corporation (SYY) | 0.0 | $204k | 2.5k | 82.34 | |
| Datadog Cl A Com (DDOG) | 0.0 | $202k | 1.4k | 142.40 | |
| Pacific Biosciences of California (PACB) | 0.0 | $182k | 142k | 1.28 | |
| Tmc The Metals Company (TMC) | 0.0 | $64k | 10k | 6.37 |
