# Main Street Research LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1513211. Source: https://holderbook.com/funds/1513211-main-street-research-llc/

- Reported value: $2.1B
- Positions: 140
- Weight of the ten largest: 48.9%
- Filed: 2026-07-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $126.1M | 630,053 | 6.0% | 27 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $125.4M | 108,636 | 5.9% | 5 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $117.5M | 406,129 | 5.5% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $113.3M | 316,947 | 5.3% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $109.1M | 228,429 | 5.1% | 9 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $100.7M | 394,058 | 4.8% | 2 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $91.3M | 576,754 | 4.3% | 3 |
| ISHARES TR | [ISCF](https://holderbook.com/stocks/ISCF/) | $87.8M | 2,027,356 | 4.1% | 4 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $84.3M | 42,396 | 4.0% | 30 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $80.8M | 213,841 | 3.8% | 25 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $74.1M | 226,299 | 3.5% | 13 |
| ISHARES INC | [EWY](https://holderbook.com/stocks/EWY/) | $72.9M | 360,865 | 3.4% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $65.8M | 61,759 | 3.1% | 25 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $65.5M | 274,738 | 3.1% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $59.7M | 50,802 | 2.8% | 6 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $54.4M | 308,716 | 2.6% | 4 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $47.9M | 188,640 | 2.3% | 31 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $47.0M | 227,136 | 2.2% | 2 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $44.4M | 47,497 | 2.1% | 31 |
| BHP BILLITON LIMITED | [BHP](https://holderbook.com/stocks/BHP/) | $44.0M | 528,051 | 2.1% | 2 |
| BARCLAYS PLC | [BCS](https://holderbook.com/stocks/BCS/) | $43.6M | 1,621,490 | 2.1% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $40.7M | 72,187 | 1.9% | 13 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $40.3M | 115,108 | 1.9% | 2 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $39.9M | 391,529 | 1.9% | 4 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $39.5M | 348,650 | 1.9% | 31 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $37.4M | 197,417 | 1.8% | 2 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $32.1M | 150,755 | 1.5% | 1 |
| TECHNIPFMC PLC | [FTI](https://holderbook.com/stocks/FTI/) | $27.4M | 413,657 | 1.3% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $25.8M | 69,182 | 1.2% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $22.2M | 151,073 | 1.0% | 31 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $21.5M | 28,475 | 1.0% | 18 |
| FAIR ISAAC CORP | [FICO](https://holderbook.com/stocks/FICO/) | $11.4M | 9,580 | 0.5% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $8.0M | 22,707 | 0.4% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $8.0M | 23,343 | 0.4% | 16 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $6.0M | 11,980 | 0.3% | 31 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $5.9M | 34,937 | 0.3% | 2 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $5.4M | 12,943 | 0.3% | 27 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $4.2M | 45,887 | 0.2% | 31 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $4.0M | 48,542 | 0.2% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $3.7M | 5 | 0.2% | 17 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $3.7M | 39,073 | 0.2% | 5 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.3M | 2,746 | 0.2% | 23 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $3.2M | 9,369 | 0.2% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $3.1M | 22,437 | 0.1% | 31 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $2.8M | 14,240 | 0.1% | 31 |
| ISHARES INC | [URTH](https://holderbook.com/stocks/URTH/) | $2.7M | 13,511 | 0.1% | 13 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.7M | 16,080 | 0.1% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.6M | 3,485 | 0.1% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $2.4M | 9,721 | 0.1% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.4M | 8,913 | 0.1% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.9M | 3,308 | 0.1% | 5 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.4M | 1,810 | 0.1% | 24 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.3M | 11,444 | 0.1% | 8 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $1.2M | 7,610 | 0.1% | 8 |
| ISHARES TR | [ISTB](https://holderbook.com/stocks/ISTB/) | $1.2M | 24,592 | 0.1% | 6 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.1M | 9,682 | 0.1% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.1M | 1,531 | 0.1% | 9 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.1M | 5,752 | 0.1% | 11 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.1M | 8,298 | 0.1% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.1M | 3,560 | 0.1% | 25 |
| SCHWAB STRATEGIC TR | [SCHI](https://holderbook.com/stocks/SCHI/) | $1.1M | 46,488 | 0.0% | 8 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.0M | 7,350 | 0.0% | 4 |
| ISHARES TR | [IGLB](https://holderbook.com/stocks/IGLB/) | $986.8K | 19,721 | 0.0% | 7 |
| PULTE GROUP INC | [PHM](https://holderbook.com/stocks/PHM/) | $980.4K | 7,145 | 0.0% | 2 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $979.7K | 10,363 | 0.0% | 2 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $908.9K | 5,802 | 0.0% | 12 |
| CIRRUS LOGIC INC | [CRUS](https://holderbook.com/stocks/CRUS/) | $881.7K | 5,936 | 0.0% | 2 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $873.7K | 2,016 | 0.0% | 3 |
| CLOROX CO DEL | [CLX](https://holderbook.com/stocks/CLX/) | $852.7K | 8,934 | 0.0% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $820.2K | 811 | 0.0% | 2 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $812.2K | 5,803 | 0.0% | 10 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $804.9K | 1,541 | 0.0% | 22 |
| CURTISS WRIGHT CORP | [CW](https://holderbook.com/stocks/CW/) | $786.6K | 1,038 | 0.0% | 11 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $779.8K | 10,806 | 0.0% | 5 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $769.2K | 8,390 | 0.0% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $758.6K | 1,104 | 0.0% | 13 |
| HSBC HLDGS PLC | [HSBC](https://holderbook.com/stocks/HSBC/) | $739.0K | 7,772 | 0.0% | 5 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $676.3K | 11,869 | 0.0% | 11 |
| D R HORTON INC | [DHI](https://holderbook.com/stocks/DHI/) | $663.7K | 4,075 | 0.0% | 2 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $656.3K | 2,413 | 0.0% | 3 |
| MITSUBISHI UFJ FINANCIAL GRO | [MUFG](https://holderbook.com/stocks/MUFG/) | $650.8K | 32,721 | 0.0% | 3 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $647.4K | 4,214 | 0.0% | 2 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $592.6K | 5,036 | 0.0% | 2 |
| DELTA AIR LINES INC | [DAL](https://holderbook.com/stocks/DAL/) | $586.6K | 6,263 | 0.0% | 5 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $567.8K | 744 | 0.0% | 2 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $554.1K | 1,395 | 0.0% | 5 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $533.5K | 2,800 | 0.0% | 2 |
| EBAY INC. | [EBAY](https://holderbook.com/stocks/EBAY/) | $529.6K | 4,739 | 0.0% | 4 |
| NETEASE COM INC | [NTES](https://holderbook.com/stocks/NTES/) | $523.5K | 4,085 | 0.0% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $513.6K | 3,505 | 0.0% | 12 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $494.3K | 771 | 0.0% | 4 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $483.9K | 1,604 | 0.0% | 4 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $468.5K | 2,092 | 0.0% | 31 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $465.6K | 948 | 0.0% | 5 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $464.4K | 1,255 | 0.0% | 7 |
| ISHARES TR | [IGM](https://holderbook.com/stocks/IGM/) | $460.6K | 2,816 | 0.0% | 5 |
| HUT 8 CORP | [HUT](https://holderbook.com/stocks/HUT/) | $460.2K | 3,986 | 0.0% | 1 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $455.6K | 3,365 | 0.0% | 31 |
| LENNAR CORP | [LEN](https://holderbook.com/stocks/LEN/) | $405.7K | 4,483 | 0.0% | 2 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $401.1K | 800 | 0.0% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +23.0% | +14.8% | +8.1% | 100% |
| Q1 2026 | -3.4% | -4.6% | +1.3% | 100% |
| Q4 2025 | -0.1% | +2.4% | -2.5% | 100% |
| Q3 2025 | +7.2% | +7.8% | -0.6% | 100% |
| Q2 2025 | +17.2% | +10.5% | +6.7% | 100% |
| Q1 2025 | -4.5% | -4.6% | +0.0% | 100% |
| Q4 2024 | +3.9% | +2.1% | +1.7% | 100% |
| Q3 2024 | +2.8% | +5.4% | -2.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.1B | 140 |
| Q1 2026 | $1.7B | 148 |
| Q4 2025 | $1.7B | 129 |
| Q3 2025 | $1.9B | 129 |
| Q2 2025 | $1.6B | 115 |
| Q1 2025 | $1.5B | 101 |
| Q4 2024 | $1.6B | 110 |
| Q3 2024 | $1.6B | 109 |
| Q2 2024 | $1.5B | 103 |
| Q1 2024 | $1.5B | 107 |
| Q4 2023 | $1.2B | 106 |
| Q3 2023 | $970.6M | 91 |