Main Street Research Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.72B
Q ending 2026-03-31
Prior quarter
$1.75B
Q ending 2025-12-31
Change
-1.7% QoQ · +12.3% YoY
Positions
148
reported holdings
Largest positions
Top 100 of 148 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $108.3M | 621K |
| Apple Inc | AAPL | Shares | $102.4M | 404K |
| Alphabet Inc | GOOGL | Shares | $89.7M | 312K |
| Ishares Tr | ISCF | Shares | $81.9M | 2.0M |
| Taiwan Semiconductor Manufac | TSM | Shares | $75.4M | 223K |
| Spdr Series Trust | XBI | Shares | $72.5M | 567K |
| Jpmorgan Chase & Co | JPM | Shares | $65.8M | 224K |
| Broadcom Inc | AVGO | Shares | $65.7M | 212K |
| Mckesson Corp | MCK | Shares | $58.6M | 68K |
| Amazon Com Inc | AMZN | Shares | $56.1M | 269K |
| Asml Hldg Nv | Shares | $55.1M | 42K | |
| Corning Inc | GLW | Shares | $52.7M | 388K |
| Costco Wholesale Corporation | COST | Shares | $46.0M | 46K |
| Johnson & Johnson | JNJ | Shares | $45.7M | 187K |
| Ishares Inc | EWY | Shares | $44.5M | 362K |
| Ge Vernova Inc | GEV | Shares | $44.2M | 51K |
| World Gold Tr | GLDM | Shares | $43.5M | 469K |
| Caterpillar Inc | CAT | Shares | $43.3M | 61K |
| Walmart Inc | WMT | Shares | $42.9M | 345K |
| Cameco Corp | CCJ | Shares | $42.3M | 389K |
| Meta Platforms Inc | META | Shares | $40.6M | 71K |
| Amphenol Corp | APH | Shares | $38.0M | 301K |
| Bhp Billiton Limited | BHP | Shares | $37.8M | 519K |
| Astrazeneca Plc | Shares | $37.6M | 191K | |
| Micron Technology Inc | MU | Shares | $36.9M | 109K |
| Royal Bk Cda | RY | Shares | $36.0M | 223K |
| Keysight Technologies Inc | KEYS | Shares | $31.9M | 113K |
| Microsoft Corp | MSFT | Shares | $25.0M | 68K |
| Palantir Technologies Inc | PLTR | Shares | $24.5M | 168K |
| Procter & Gamble Co | PG | Shares | $21.9M | 152K |
| Barclays Plc | BCS | Shares | $18.0M | 851K |
| Fair Isaac Corp | FICO | Shares | $9.0M | 8K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $7.5M | 196K |
| Alphabet Inc | GOOG | Shares | $6.7M | 23K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.7M | 12K |
| Palo Alto Networks Inc | PANW | Shares | $5.5M | 34K |
| Mcdonalds Corp | MCD | Shares | $4.8M | 15K |
| Tesla Inc | TSLA | Shares | $4.6M | 12K |
| Schwab Charles Corp | SCHW | Shares | $4.4M | 46K |
| Arista Networks Inc | ANET | Shares | $4.3M | 35K |
| Exxon Mobil Corp | XOM | Shares | $4.1M | 24K |
| Wells Fargo & Co | WFC | Shares | $3.7M | 47K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $3.6M | 5 |
| Chevron Corporation | CVX | Shares | $3.5M | 17K |
| Autodesk Inc | ADSK | Shares | $3.4M | 14K |
| Ishares Tr | IXUS | Shares | $3.3M | 39K |
| Visa Inc | V | Shares | $3.1M | 10K |
| Eli Lilly & Co | LLY | Shares | $2.7M | 3K |
| Ishares Inc | URTH | Shares | $2.7M | 15K |
| Abbvie Inc | ABBV | Shares | $2.2M | 10K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.1M | 3K |
| Ishares Tr | IVV | Shares | $1.7M | 3K |
| Salesforce Inc | CRM | Shares | $1.3M | 7K |
| Rtx Corporation | RTX | Shares | $1.2M | 6K |
| Ishares Tr | ISTB | Shares | $1.2M | 24K |
| Merck & Co Inc | MRK | Shares | $1.1M | 10K |
| 3M Co | MMM | Shares | $1.1M | 8K |
| Disney Walt Co | DIS | Shares | $1.0M | 11K |
| Invesco Qqq Tr | QQQ | Shares | $1.0M | 2K |
| Schwab Strategic Tr | SCHI | Shares | $1.0M | 44K |
| Union Pac Corp | UNP | Shares | $1.0M | 4K |
| Clorox Co Del | CLX | Shares | $988K | 10K |
| Ishares Tr | IGLB | Shares | $931K | 19K |
| Pulte Group Inc | PHM | Shares | $868K | 7K |
| Cirrus Logic Inc | CRUS | Shares | $829K | 6K |
| Uber Technologies Inc | UBER | Shares | $827K | 11K |
| Vanguard Index Fds | VOO | Shares | $796K | 1K |
| Cisco Sys Inc | CSCO | Shares | $780K | 10K |
| Spdr Gold Tr | GLD | Shares | $777K | 2K |
| Goldman Sachs Group Inc | GS | Shares | $739K | 874 |
| State Str Spdr Dow Jones Ind | DIA | Shares | $696K | 2K |
| Curtiss Wright Corp | CW | Shares | $689K | 1K |
| Texas Instrs Inc | TXN | Shares | $685K | 4K |
| On Semiconductor Corp | ON | Shares | $641K | 10K |
| Advanced Micro Devices Inc | AMD | Shares | $640K | 3K |
| Hsbc Hldgs Plc | HSBC | Shares | $638K | 8K |
| Colgate Palmolive Co | CL | Shares | $638K | 7K |
| Citigroup Inc | C | Shares | $627K | 6K |
| Blackstone Inc | BX | Shares | $611K | 5K |
| At&T Inc | T | Shares | $585K | 20K |
| Bank America Corp | BAC | Shares | $582K | 12K |
| Stryker Corporation | SYK | Shares | $579K | 2K |
| Pepsico Inc | PEP | Shares | $578K | 4K |
| D R Horton Inc | DHI | Shares | $523K | 4K |
| Mitsubishi Ufj Financial Gro | MUFG | Shares | $517K | 30K |
| Oracle Corp | ORCL | Shares | $514K | 3K |
| Analog Devices Inc | ADI | Shares | $474K | 1K |
| Netease Com Inc | NTES | Shares | $457K | 4K |
| Automatic Data Processing In | ADP | Shares | $453K | 2K |
| Thermo Fisher Scientific Inc | TMO | Shares | $442K | 900 |
| Lam Research Corp | LRCX | Shares | $425K | 2K |
| Bristol-Myers Squibb Co | BMY | Shares | $421K | 7K |
| Vanguard Index Fds | VTI | Shares | $414K | 1K |
| Xylem Inc | XYL | Shares | $397K | 3K |
| Abbott Laboratories | ABT | Shares | $396K | 4K |
| Trane Technologies Plc | Shares | $395K | 947 | |
| Comcast Corp New | CMCSA | Shares | $388K | 14K |
| Intuitive Surgical Inc | ISRG | Shares | $387K | 839 |
| Ebay Inc. | EBAY | Shares | $380K | 4K |
| Boston Scientific Corp | BSX | Shares | $376K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.