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