Main Street Research

Main Street Research as of June 30, 2026

Portfolio Holdings for Main Street Research

Main Street Research holds 140 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 6.0 $126M 630k 200.09
Micron Technology (MU) 5.9 $125M 109k 1154.29
Apple (AAPL) 5.5 $118M 406k 289.36
Alphabet Cap Stk Cl A (GOOGL) 5.3 $113M 317k 357.37
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 5.1 $109M 228k 477.57
Corning Incorporated (GLW) 4.8 $101M 394k 255.43
Spdr Series Trust St Str Sp Biot (XBI) 4.3 $91M 577k 158.25
Ishares Tr International Sl (ISCF) 4.1 $88M 2.0M 43.29
Asml Hldg Nv N Y Registry Shs (ASML) 4.0 $84M 42k 1989.44
Broadcom (AVGO) 3.8 $81M 214k 377.75
JPMorgan Chase & Co. (JPM) 3.5 $74M 226k 327.33
Ishares Msci Sth Kor Etf (EWY) 3.4 $73M 361k 201.90
Caterpillar (CAT) 3.1 $66M 62k 1064.90
Amazon (AMZN) 3.1 $66M 275k 238.34
Ge Vernova (GEV) 2.8 $60M 51k 1174.86
Amphenol Corp Cl A (APH) 2.6 $54M 309k 176.32
Johnson & Johnson (JNJ) 2.3 $48M 189k 253.97
Rbc Cad (RY) 2.2 $47M 227k 206.97
Costco Wholesale Corporation (COST) 2.1 $44M 48k 935.48
Bhp Billiton Sponsored Ads (BHP) 2.1 $44M 528k 83.31
Barclays Adr (BCS) 2.1 $44M 1.6M 26.86
Meta Platforms Cl A (META) 1.9 $41M 72k 563.29
Keysight Technologies (KEYS) 1.9 $40M 115k 350.07
Cameco Corporation (CCJ) 1.9 $40M 392k 101.86
Wal-Mart Stores (WMT) 1.9 $40M 349k 113.26
Astrazeneca Ord (AZN) 1.8 $37M 197k 189.62
Ross Stores (ROST) 1.5 $32M 151k 212.85
Technipfmc (FTI) 1.3 $27M 414k 66.30
Microsoft Corporation (MSFT) 1.2 $26M 69k 373.02
Procter & Gamble Company (PG) 1.0 $22M 151k 146.64
McKesson Corporation (MCK) 1.0 $22M 29k 755.61
Fair Isaac Corporation (FICO) 0.5 $11M 9.6k 1194.78
Alphabet Cap Stk Cl C (GOOG) 0.4 $8.0M 23k 353.33
Palo Alto Networks (PANW) 0.4 $8.0M 23k 341.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $6.0M 12k 500.39
Arista Networks Com Shs (ANET) 0.3 $5.9M 35k 169.88
Tesla Motors (TSLA) 0.3 $5.4M 13k 420.62
Charles Schwab Corporation (SCHW) 0.2 $4.2M 46k 92.27
Wells Fargo & Company (WFC) 0.2 $4.0M 49k 82.64
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $3.7M 5.00 748850.00
Ishares Tr Core Msci Total (IXUS) 0.2 $3.7M 39k 95.44
Eli Lilly & Co. (LLY) 0.2 $3.3M 2.7k 1199.34
Visa Com Cl A (V) 0.2 $3.2M 9.4k 343.09
Exxon Mobil Corporation (XOM) 0.1 $3.1M 22k 136.72
Autodesk (ADSK) 0.1 $2.8M 14k 194.42
Ishares Msci World Etf (URTH) 0.1 $2.7M 14k 202.64
Chevron Corporation (CVX) 0.1 $2.7M 16k 165.76
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $2.6M 3.5k 746.77
Abbvie (ABBV) 0.1 $2.4M 9.7k 251.63
McDonald's Corporation (MCD) 0.1 $2.4M 8.9k 270.31
Advanced Micro Devices (AMD) 0.1 $1.9M 3.3k 580.91
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.4M 1.8k 748.90
Palantir Technologies Cl A (PLTR) 0.1 $1.3M 11k 116.67
3M Company (MMM) 0.1 $1.2M 7.6k 161.91
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $1.2M 25k 48.25
Cisco Systems (CSCO) 0.1 $1.1M 9.7k 117.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.1M 1.5k 736.18
Raytheon Technologies Corp (RTX) 0.1 $1.1M 5.8k 189.74
Merck & Co (MRK) 0.1 $1.1M 8.3k 128.50
Texas Instruments Incorporated (TXN) 0.1 $1.1M 3.6k 298.08
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $1.1M 47k 22.64
Intel Corporation (INTC) 0.0 $1.0M 7.4k 139.63
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $987k 20k 50.04
Pulte (PHM) 0.0 $980k 7.1k 137.21
ON Semiconductor (ON) 0.0 $980k 10k 94.54
salesforce (CRM) 0.0 $909k 5.8k 156.66
Cirrus Logic (CRUS) 0.0 $882k 5.9k 148.53
Lam Research Corp Com New (LRCX) 0.0 $874k 2.0k 433.38
Clorox Company (CLX) 0.0 $853k 8.9k 95.44
Goldman Sachs (GS) 0.0 $820k 811.00 1011.37
Citigroup Com New (C) 0.0 $812k 5.8k 139.96
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $805k 1.5k 522.34
Curtiss-Wright (CW) 0.0 $787k 1.0k 757.76
Uber Technologies (UBER) 0.0 $780k 11k 72.16
Colgate-Palmolive Company (CL) 0.0 $769k 8.4k 91.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $759k 1.1k 687.12
HSBC HLDGS Spon Adr New (HSBC) 0.0 $739k 7.8k 95.09
Bank of America Corporation (BAC) 0.0 $676k 12k 56.98
D.R. Horton (DHI) 0.0 $664k 4.1k 162.88
Union Pacific Corporation (UNP) 0.0 $656k 2.4k 272.00
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.0 $651k 33k 19.89
Fortinet (FTNT) 0.0 $647k 4.2k 153.62
Blackstone Group Inc Com Cl A (BX) 0.0 $593k 5.0k 117.67
Delta Air Lines Com New (DAL) 0.0 $587k 6.3k 93.66
Crowdstrike Hldgs Cl A (CRWD) 0.0 $568k 744.00 763.14
Analog Devices (ADI) 0.0 $554k 1.4k 397.17
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $534k 2.8k 190.52
eBay (EBAY) 0.0 $530k 4.7k 111.75
Netease Sponsored Ads (NTES) 0.0 $524k 4.1k 128.14
Oracle Corporation (ORCL) 0.0 $514k 3.5k 146.55
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $494k 771.00 641.08
Kla Corp Com New (KLAC) 0.0 $484k 1.6k 301.71
Automatic Data Processing (ADP) 0.0 $469k 2.1k 223.95
Trane Technologies SHS (TT) 0.0 $466k 948.00 491.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $464k 1.3k 370.04
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $461k 2.8k 163.58
Hut 8 Corp (HUT) 0.0 $460k 4.0k 115.45
Pepsi (PEP) 0.0 $456k 3.4k 135.38
Lennar Corp Cl A (LEN) 0.0 $406k 4.5k 90.49
Thermo Fisher Scientific (TMO) 0.0 $401k 800.00 501.36
Stryker Corporation (SYK) 0.0 $384k 1.2k 314.75
TJX Companies (TJX) 0.0 $382k 2.5k 151.50
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $382k 3.3k 114.18
Smucker J M Com New (SJM) 0.0 $375k 3.3k 112.50
Expedia Group Com New (EXPE) 0.0 $366k 1.4k 255.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $345k 2.8k 124.17
Match Group (MTCH) 0.0 $333k 8.7k 38.05
Entegris (ENTG) 0.0 $330k 1.8k 179.86
Coherent Corp (COHR) 0.0 $325k 823.00 394.47
Xylem (XYL) 0.0 $323k 2.7k 118.21
Hldgs (UAL) 0.0 $319k 2.3k 135.99
IDEXX Laboratories (IDXX) 0.0 $316k 600.00 526.44
Bristol Myers Squibb (BMY) 0.0 $303k 5.3k 57.62
At&t (T) 0.0 $291k 14k 20.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $291k 4.1k 71.25
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $289k 9.8k 29.43
Monster Beverage Corp (MNST) 0.0 $285k 3.0k 96.12
Ptc (PTC) 0.0 $277k 2.4k 113.61
Comcast Corp Cl A (CMCSA) 0.0 $271k 11k 24.55
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $270k 1.4k 188.09
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $266k 9.6k 27.70
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $266k 8.5k 31.10
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $264k 1.4k 182.28
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $261k 2.4k 110.15
Parker-Hannifin Corporation (PH) 0.0 $259k 265.00 978.12
Robinhood Mkts Com Cl A (HOOD) 0.0 $259k 2.6k 100.28
Gartner (IT) 0.0 $258k 2.0k 129.62
Pacific Biosciences of California (PACB) 0.0 $256k 152k 1.68
Qualcomm (QCOM) 0.0 $254k 1.4k 184.73
Norfolk Southern (NSC) 0.0 $254k 806.00 314.59
Cheniere Energy Com New (LNG) 0.0 $241k 1.0k 239.01
Abeona Therapeutics Com New (ABEO) 0.0 $238k 39k 6.18
Cigna Corp (CI) 0.0 $233k 846.00 275.68
Abbott Laboratories (ABT) 0.0 $226k 2.5k 90.76
Hims & Hers Health Com Cl A (HIMS) 0.0 $215k 6.2k 34.67
Aon Shs Cl A (AON) 0.0 $208k 628.00 331.69
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $208k 7.7k 27.19
Coca-Cola Company (KO) 0.0 $208k 2.6k 81.28
Datadog Cl A Com (DDOG) 0.0 $206k 791.00 260.36
Tmc The Metals Company (TMC) 0.0 $44k 10k 4.43