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Latest Main Street Research LLC Stock Portfolio

$2.12Billion | No. of Holdings #140

Main Street Research LLC Performance

2026 Q2+23.14%
YTD+21.69%
2025+17.74%

About Main Street Research LLC and 13F Hedge Fund Stock Holdings

Main Street Research LLC is a hedge fund based in Sausalito, CA. On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Main Street Research LLC reported an equity portfolio of $2.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Main Street Research LLC are NVDA, MU, AAPL. The fund has invested 6% of it's portfolio in NVIDIA CORPORATION and 5.9% of portfolio in MICRON TECHNOLOGY INC. <br><br> The fund managers got completely rid off WORLD GOLD TR (GLDM), ISHARES BITCOIN TRUST ETF and DISNEY WALT CO (DIS) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), MCKESSON CORP (MCK) and MCDONALDS CORP (MCD). Main Street Research LLC opened new stock positions in ROSS STORES INC (ROST), TECHNIPFMC PLC (FTI) and HUT 8 CORP. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), BARCLAYS PLC (BCS) and SHOPIFY INC (SHOP).
Main Street Research LLC Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$2.12Billion
  as of Jul 29, 2026

Main Street Research LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Main Street Research LLC made a return of 23.14% in the last quarter. In trailing 12 months, it's portfolio return was 31.25%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ross stores inc32,088,200
technipfmc plc27,425,500
hut 8 corp460,164
united airls hldgs inc318,761
vanguard tax-managed fds291,128
monster beverage corp new285,188
ishares tr269,909
ishares tr261,166
New stocks bought by Main Street Research LLC

Additions

Ticker% Inc.
ishares tr300
barclays plc90.55
ishares tr45.76
shopify inc37.32
idexx labs inc34.23
tjx cos inc new31.53
match group inc new24.75
intel corp24.18
Additions to existing portfolio by Main Street Research LLC

Reductions

Ticker% Reduced
palantir technologies inc-93.17
mckesson corp-57.99
mcdonalds corp-42.43
union pac corp-41.56
abbott laboratories-35.4
palo alto networks inc-31.39
stryker corporation-30.74
at&t inc-30.32
Main Street Research LLC reduced stake in above stock

Sold off

Ticker$ Sold
world gold tr-43,513,400
ishares bitcoin trust etf-7,533,590
omada health inc-199,976
disney walt co-1,034,180
boston scientific corp-376,061
netflix inc.-257,009
nextera energy inc-210,466
conocophillips-257,400
Main Street Research LLC got rid off the above stocks

Sector Distribution

Main Street Research LLC has about 33.7% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Financial Services
  • Consumer Defensive
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Energy
Sector%
Technology33.7
Others33.2
Communication Services7.7
Financial Services6.4
Consumer Defensive5.2
Consumer Cyclical5.1
Healthcare3.7
Industrials3.4
Energy1.6

Market Cap. Distribution

Main Street Research LLC has about 64.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP49.2
UNALLOCATED35.4
LARGE-CAP15.3

Stocks belong to which Index?

About 63% of the stocks held by Main Street Research LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50063
Others37
Top 5 Winners (%)%
MU
micron technology inc
241.1 %
AMD
advanced micro devices inc
173.1 %
INTC
intel corp
161.3 %
LRCX
lam research corp
101.4 %
KLAC
kla corp
100.0 %
Top 5 Winners ($)$
MU
micron technology inc
88.9 M
GLW
corning inc
46.7 M
TSM
taiwan semiconductor manufac
31.5 M
ACWV
ishares inc
28.5 M
ASML
asml hldg nv
28.1 M
Top 5 Losers (%)%
IJR
ishares tr
-60.3 %
T
at&t inc
-24.3 %
PTC
ptc inc
-20.1 %
CVX
chevron corporation
-19.4 %
XOM
exxon mobil corp
-18.8 %
Top 5 Losers ($)$
MCK
mckesson corp
-5.3 M
WMT
walmart inc
-3.8 M
COST
costco wholesale corporation
-2.9 M
PLTR
palantir technologies inc
-2.7 M
CCJ
cameco corp
-2.6 M

Main Street Research LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Main Street Research LLC

Main Street Research LLC has 140 stocks in it's portfolio. About 48.9% of the portfolio is in top 10 stocks. MCK proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Main Street Research LLC last quarter.

$2.12BTotal Value
161Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Main Street Research LLC, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
Main Street Research LLC's holding in Ishares Tr over time
4.14%2,027,360
$87.76M
4.14%
increased 3.51 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Main Street Research LLC's holding in Ishares Inc over time
3.44%360,865
$72.86M
3.44%
decreased 0.28 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Main Street Research LLC's holding in Ishares Inc over time
0.13%13,511
$2.74M
0.13%
decreased 8.35 percentreduced
AOA
Ishares Tr

Ishares Tr

AOA
Main Street Research LLC's holding in Ishares Tr over time
0.05%19,721
$986.8K
0.05%
increased 5.17 percentadded
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Main Street Research LLC's holding in Asml Hldg Nv over time
3.98%42,396
$84.34M
3.98%
increased 1.7 percentadded