Main Street Research as of Dec. 31, 2025
Portfolio Holdings for Main Street Research
Main Street Research holds 129 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.4 | $111M | 596k | 186.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $93M | 298k | 313.00 | |
| Microsoft Corporation (MSFT) | 4.7 | $81M | 168k | 483.62 | |
| Ishares Tr International Sl (ISCF) | 4.5 | $79M | 1.9M | 41.48 | |
| Apple (AAPL) | 4.5 | $79M | 291k | 271.86 | |
| Palantir Technologies Cl A (PLTR) | 4.5 | $78M | 440k | 177.75 | |
| JPMorgan Chase & Co. (JPM) | 4.1 | $72M | 222k | 322.22 | |
| Broadcom (AVGO) | 4.1 | $71M | 205k | 346.10 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.8 | $67M | 218k | 304.69 | |
| Visa Com Cl A (V) | 3.5 | $61M | 174k | 350.71 | |
| Robinhood Mkts Com Cl A (HOOD) | 3.4 | $60M | 532k | 113.10 | |
| Amazon (AMZN) | 3.4 | $60M | 260k | 230.82 | |
| Meta Platforms Cl A (META) | 3.3 | $57M | 87k | 660.09 | |
| McKesson Corporation (MCK) | 3.2 | $55M | 67k | 821.11 | |
| Costco Wholesale Corporation (COST) | 3.1 | $54M | 62k | 862.34 | |
| Spdr Series Trust State Street Spd (XBI) | 2.5 | $44M | 361k | 121.93 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.5 | $43M | 40k | 1069.86 | |
| Barclays Adr (BCS) | 2.4 | $43M | 1.7M | 25.45 | |
| Amphenol Corp Cl A (APH) | 2.3 | $40M | 295k | 135.39 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 2.3 | $40M | 462k | 85.37 | |
| Wal-Mart Stores (WMT) | 2.2 | $38M | 338k | 111.64 | |
| Johnson & Johnson (JNJ) | 2.1 | $37M | 179k | 206.95 | |
| Uber Technologies (UBER) | 2.1 | $37M | 447k | 81.71 | |
| Cameco Corporation (CCJ) | 2.0 | $35M | 382k | 91.49 | |
| Ishares Msci Sth Kor Etf (EWY) | 2.0 | $35M | 356k | 97.22 | |
| Astrazeneca Sponsored Adr | 2.0 | $34M | 371k | 91.93 | |
| Caterpillar (CAT) | 2.0 | $34M | 60k | 572.87 | |
| Ge Vernova (GEV) | 1.8 | $32M | 49k | 653.57 | |
| Icici Bank Adr (IBN) | 1.7 | $31M | 1.0M | 29.80 | |
| Procter & Gamble Company (PG) | 1.2 | $22M | 151k | 143.31 | |
| Booking Holdings (BKNG) | 1.2 | $20M | 3.8k | 5355.33 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $8.9M | 180k | 49.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $6.3M | 20k | 313.81 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $6.1M | 12k | 502.65 | |
| Tesla Motors (TSLA) | 0.3 | $5.7M | 13k | 449.74 | |
| McDonald's Corporation (MCD) | 0.3 | $5.7M | 19k | 305.63 | |
| Autodesk (ADSK) | 0.2 | $4.2M | 14k | 296.01 | |
| Fair Isaac Corporation (FICO) | 0.2 | $4.2M | 2.5k | 1690.62 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.8M | 5.00 | 754800.00 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $3.2M | 32k | 99.91 | |
| Ishares Msci World Etf (URTH) | 0.2 | $2.8M | 15k | 185.77 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $2.8M | 23k | 120.34 | |
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $2.7M | 32k | 84.64 | |
| Palo Alto Networks (PANW) | 0.1 | $2.4M | 13k | 184.20 | |
| Abbvie (ABBV) | 0.1 | $2.1M | 9.4k | 228.49 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.8M | 20k | 93.20 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.8M | 2.7k | 683.80 | |
| salesforce (CRM) | 0.1 | $1.7M | 6.4k | 265.33 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.5M | 1.4k | 1075.02 | |
| Micron Technology (MU) | 0.1 | $1.5M | 5.3k | 285.53 | |
| Chevron Corporation (CVX) | 0.1 | $1.5M | 9.5k | 152.42 | |
| 3M Company (MMM) | 0.1 | $1.3M | 8.1k | 160.10 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.1M | 23k | 48.75 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | 5.5k | 183.41 | |
| Netflix (NFLX) | 0.1 | $996k | 11k | 93.76 | |
| Clorox Company (CLX) | 0.1 | $920k | 9.1k | 100.83 | |
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.1 | $884k | 39k | 22.97 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $863k | 1.3k | 685.10 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $827k | 1.3k | 614.48 | |
| Merck & Co (MRK) | 0.0 | $826k | 7.8k | 106.11 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $804k | 16k | 50.45 | |
| Bristol Myers Squibb (BMY) | 0.0 | $789k | 15k | 53.94 | |
| Cisco Systems (CSCO) | 0.0 | $746k | 9.7k | 77.03 | |
| Advanced Micro Devices (AMD) | 0.0 | $733k | 3.4k | 214.16 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $667k | 1.2k | 579.88 | |
| Stryker Corporation (SYK) | 0.0 | $649k | 1.8k | 352.37 | |
| Bank of America Corporation (BAC) | 0.0 | $612k | 11k | 55.00 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $605k | 7.7k | 78.67 | |
| Automatic Data Processing (ADP) | 0.0 | $598k | 2.3k | 258.94 | |
| Oracle Corporation (ORCL) | 0.0 | $591k | 3.0k | 194.91 | |
| Boston Scientific Corporation (BSX) | 0.0 | $574k | 6.0k | 95.35 | |
| Citigroup Com New (C) | 0.0 | $553k | 4.7k | 116.69 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $552k | 2.1k | 268.30 | |
| Netease Sponsored Ads (NTES) | 0.0 | $551k | 4.0k | 137.62 | |
| Union Pacific Corporation (UNP) | 0.0 | $542k | 2.3k | 231.32 | |
| Colgate-Palmolive Company (CL) | 0.0 | $523k | 6.6k | 79.02 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $519k | 2.4k | 219.78 | |
| Intuit (INTU) | 0.0 | $516k | 779.00 | 662.45 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $516k | 1.5k | 335.27 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $506k | 3.4k | 148.69 | |
| Curtiss-Wright (CW) | 0.0 | $506k | 917.00 | 551.27 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $479k | 30k | 15.86 | |
| Abbott Laboratories (ABT) | 0.0 | $458k | 3.7k | 125.29 | |
| Xylem (XYL) | 0.0 | $450k | 3.3k | 136.18 | |
| Metropcs Communications (TMUS) | 0.0 | $439k | 2.2k | 203.04 | |
| Hut 8 Corp (HUT) | 0.0 | $413k | 9.0k | 45.94 | |
| Trane Technologies SHS (TT) | 0.0 | $369k | 947.00 | 389.20 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $363k | 766.00 | 473.30 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $351k | 1.6k | 226.14 | |
| At&t (T) | 0.0 | $346k | 14k | 24.84 | |
| Analog Devices (ADI) | 0.0 | $339k | 1.2k | 271.20 | |
| Home Depot (HD) | 0.0 | $331k | 962.00 | 344.10 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $331k | 4.8k | 69.40 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $328k | 2.0k | 160.97 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $326k | 11k | 29.89 | |
| Smucker J M Com New (SJM) | 0.0 | $326k | 3.3k | 97.81 | |
| Norfolk Southern (NSC) | 0.0 | $323k | 1.1k | 288.72 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $322k | 513.00 | 627.13 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $320k | 1.8k | 173.49 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $308k | 640.00 | 481.61 | |
| Pepsi (PEP) | 0.0 | $307k | 2.1k | 144.96 | |
| American Express Company (AXP) | 0.0 | $302k | 817.00 | 369.95 | |
| Trimble Navigation (TRMB) | 0.0 | $295k | 3.8k | 78.35 | |
| Aon Shs Cl A (AON) | 0.0 | $290k | 821.00 | 352.88 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $288k | 508.00 | 566.36 | |
| eBay (EBAY) | 0.0 | $286k | 3.3k | 87.10 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $280k | 491.00 | 570.88 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $273k | 689.00 | 396.31 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $271k | 10k | 27.21 | |
| Kla Corp Com New (KLAC) | 0.0 | $271k | 223.00 | 1215.08 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $270k | 771.00 | 349.99 | |
| Expedia Group Com New (EXPE) | 0.0 | $269k | 950.00 | 283.31 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $265k | 9.8k | 26.91 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $261k | 1.5k | 171.44 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $257k | 292.00 | 878.96 | |
| Linde SHS (LIN) | 0.0 | $256k | 600.00 | 426.39 | |
| Intel Corporation (INTC) | 0.0 | $254k | 6.9k | 36.90 | |
| International Business Machines (IBM) | 0.0 | $251k | 848.00 | 296.21 | |
| Omada Health (OMDA) | 0.0 | $251k | 16k | 15.78 | |
| Capital One Financial (COF) | 0.0 | $250k | 1.0k | 242.36 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $250k | 1.9k | 129.16 | |
| TJX Companies (TJX) | 0.0 | $240k | 1.6k | 153.61 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $240k | 1.4k | 165.81 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $232k | 771.00 | 301.30 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $231k | 9.6k | 24.04 | |
| Gilead Sciences (GILD) | 0.0 | $225k | 1.8k | 122.74 | |
| Nextera Energy (NEE) | 0.0 | $224k | 2.8k | 80.28 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $212k | 4.6k | 45.89 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $201k | 6.2k | 32.47 |
