Latest Main Street Research LLC Stock Portfolio

Main Street Research LLC Performance:

2025 Q3: 6.1%YTD: 16.6%2024: 25.75%

Performance for 2025 Q3 is 6.1%, and YTD is 16.6%, and 2024 is 25.75%.

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

Main Street Research LLC is a hedge fund based in SAUSALITO, CA. On 25-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.7 Billions. In it's latest 13F Holdings report, Main Street Research LLC reported an equity portfolio of $1.9 Billions as of 30 Sep, 2025.

The top stock holdings of Main Street Research LLC are NVDA, AAPL, MSFT. The fund has invested 6.1% of it's portfolio in NVIDIA CORPORATION and 4.8% of portfolio in APPLE INC.

The fund managers got completely rid off SAP SE, INTUITIVE SURGICAL INC (ISRG) and CHECK POINT SOFTWARE TECH LT (CHKP) stocks. They significantly reduced their stock positions in BOSTON SCIENTIFIC CORP (BSX), BERKSHIRE HATHAWAY INC DEL and PROCTER AND GAMBLE CO (PG). Main Street Research LLC opened new stock positions in ISHARES TR (ACWF), AMPHENOL CORP NEW (APH) and BARCLAYS PLC. The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORP (ORCL), PALO ALTO NETWORKS INC (PANW) and ASML HOLDING N V.

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

Our best estimate is that Main Street Research LLC made a return of 6.1% in the last quarter. In trailing 12 months, it's portfolio return was 22.14%.

New Buys

Ticker	$ Bought
ishares tr	61,481,900
amphenol corp new	36,792,200
barclays plc	35,035,300
cameco corp	30,557,900
apollo global mgmt inc	28,928,500
ishares bitcoin trust etf	12,404,700
arista networks inc	5,082,950
gartner inc	565,959

New stocks bought by Main Street Research LLC

Additions

Ticker	% Inc.
oracle corp	181
palo alto networks inc	162
asml holding n v	131
wells fargo co new	101
vanguard index fds	78.85
microsoft corp	77.57
chevron corp new	76.22
ge vernova inc	76.21

Additions to existing portfolio by Main Street Research LLC

Reductions

Ticker	% Reduced
boston scientific corp	-98.31
berkshire hathaway inc del	-88.59
procter and gamble co	-62.46
analog devices inc	-30.74
fair isaac corp	-19.55
vanguard index fds	-17.69
advanced micro devices inc	-16.79
ishares inc	-10.53

Main Street Research LLC reduced stake in above stock

Sold off

Ticker	$ Sold
alibaba group hldg ltd	-26,078,200
check point software tech lt	-30,257,900
sap se	-36,711,900
intuitive surgical inc	-32,340,000
relx plc	-416,570
servicenow inc	-222,065

Main Street Research LLC got rid off the above stocks

Sector Distribution

Main Street Research LLC has about 34.4% of it's holdings in Technology sector.

Sector	%
Technology	34.4
Others	23.3
Communication Services	12.9
Financial Services	7.6
Consumer Cyclical	7.6
Consumer Defensive	6.5
Healthcare	3.4
Industrials	2.1
Basic Materials	1.9

Market Cap. Distribution

Main Street Research LLC has about 76.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	51.9
LARGE-CAP	24.8
UNALLOCATED	23.3

Stocks belong to which Index?

About 63.6% of the stocks held by Main Street Research LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	63.6
Others	36.4

Top 5 Winners (%)		%
HOOD	robinhood mkts inc	52.5 %
GOOG	alphabet inc	37.5 %
GOOG	alphabet inc	37.3 %
MU	micron technology inc	35.4 %
TSLA	tesla inc	34.9 %

Top 5 Winners ($)		$
HOOD	robinhood mkts inc	26.6 M
PLTR	palantir technologies inc	21.3 M
GOOG	alphabet inc	19.9 M
NVDA	nvidia corporation	17.0 M
AAPL	apple inc	14.6 M

Top 5 Losers (%)		%
FICO	fair isaac corp	-18.1 %
ACN	accenture plc ireland	-17.5 %
DKNG	draftkings inc new	-12.8 %
INTU	intuit	-12.7 %
CL	colgate palmolive co	-12.1 %

Top 5 Losers ($)		$
NFLX	netflix inc	-6.0 M
MELI	mercadolibre inc	-4.4 M
COST	costco whsl corp new	-4.0 M
BSX	boston scientific corp	-3.7 M
FICO	fair isaac corp	-3.6 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 129 stocks in it's portfolio. About 42.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. HOOD was the most profitable stock for Main Street Research LLC last quarter.

Last Reported on: 13 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.83	351,315	89,455,400	added	19.33

ABBV	abbvie inc	0.12	9,517	2,203,620	added	4.56

ABT	abbott labs	0.03	3,531	472,942	added	1.93

ACN	accenture plc ireland	0.03	2,484	612,554	reduced	-4.79

ACWF	ishares tr	3.32	1,495,000	61,481,900	new

ACWV	ishares inc	0.16	16,721	3,035,860	reduced	-10.53

ADBE	adobe inc	0.02	1,270	447,993	added	61.58

ADI	analog devices inc	0.02	1,210	297,297	reduced	-30.74

ADP	automatic data processing in	0.04	2,478	727,293	unchanged	0.00

ADSK	autodesk inc	0.24	14,074	4,470,890	reduced	-3.96

AMD	advanced micro devices inc	0.03	3,499	566,103	reduced	-16.79

AMZN	amazon com inc	3.12	262,934	57,732,400	added	17.3

ANET	arista networks inc	0.28	34,884	5,082,950	new

AOA	ishares tr	0.04	14,165	730,064	added	49.83

AON	aon plc	0.01	627	223,576	added	1.13

APH	amphenol corp new	1.99	297,311	36,792,200	new

AVGO	broadcom inc	3.71	208,426	68,761,700	added	12.89

BABA	alibaba group hldg ltd	0.00	0.00	0.00	sold off	-100

BAC	bank america corp	0.04	12,538	646,850	added	24.73

BKNG	booking holdings inc	1.80	6,159	33,254,100	added	31.94