Main Street Research LLC
Main Street Research LLC reported 140 holdings worth US$2.12B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Main Street Research LLC reported 140 holdings worth US$2.12B as of Jun 30, 2026. Largest: Nvidia Corporation, Micron Technology, Inc. and Alphabet Inc (google) Class C. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 140
- Value as reported
- US$2.12B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 630K | US$126M | 6.0% |
| Micron Technology, Inc. | 109K | US$125M | 5.9% |
| Alphabet Inc (google) Class C | 339K | US$121M | 5.7% |
| Apple Inc | 406K | US$118M | 5.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 228K | US$109M | 5.1% |
| Corning Incorporated | 394K | US$101M | 4.8% |
| Asml Holding Nv | 42,396 | US$84.3M | 4.0% |
| Broadcom Inc. | 214K | US$80.8M | 3.8% |
| Jp Morgan Chase & Co. | 226K | US$74.1M | 3.5% |
| Caterpillar, Inc. | 61,759 | US$65.8M | 3.1% |
| Amazon.com, Inc. | 275K | US$65.5M | 3.1% |
| Ge Vernova Inc. | 50,802 | US$59.7M | 2.8% |
| Amphenol Corporation | 309K | US$54.4M | 2.6% |
| Johnson & Johnson | 189K | US$47.9M | 2.3% |
| Royal Bank Of Canada | 227K | US$47M | 2.2% |
| Costco Wholesale Corporation | 47,497 | US$44.4M | 2.1% |
| Bhp Group Ltd | 528K | US$44M | 2.1% |
| Barclays Plc | 1.62M | US$43.6M | 2.1% |
| Meta Platforms, Inc. | 72,187 | US$40.7M | 1.9% |
| Keysight Technologies Inc. | 115K | US$40.3M | 1.9% |
| Cameco Corporation | 392K | US$39.9M | 1.9% |
| Walmart Inc. | 349K | US$39.5M | 1.9% |
| Ross Stores, Inc. | 151K | US$32.1M | 1.5% |
| Microsoft Corp. | 69,182 | US$25.8M | 1.2% |
| Procter & Gamble Company (the) | 151K | US$22.2M | 1.0% |
| Mckesson Corporation | 28,475 | US$21.5M | 1.0% |
| Fair Isaac Corporation | 9,580 | US$11.4M | 0.54% |
| Berkshire Hathaway Inc. | 19,463 | US$9.74M | 0.46% |
| Palo Alto Networks, Inc. | 23,343 | US$7.96M | 0.38% |
| Arista Networks, Inc. | 34,937 | US$5.94M | 0.28% |
| Tesla, Inc. | 12,943 | US$5.44M | 0.26% |
| Charles Schwab Corporation (the) | 45,887 | US$4.23M | 0.20% |
| Wells Fargo & Company | 48,542 | US$4.01M | 0.19% |
| Eli Lilly And Company | 2,746 | US$3.29M | 0.16% |
| Visa Inc. | 9,369 | US$3.21M | 0.15% |
| Exxon Mobil Corporation | 22,437 | US$3.07M | 0.14% |
| Autodesk, Inc. | 14,240 | US$2.77M | 0.13% |
| Chevron Corporation | 16,080 | US$2.67M | 0.13% |
| Abbvie Inc. | 9,721 | US$2.45M | 0.12% |
| Mcdonald's Corporation | 8,913 | US$2.41M | 0.11% |
| Advanced Micro Devices Inc | 3,308 | US$1.92M | 0.09% |
| Palantir Technologies Inc. | 11,444 | US$1.34M | 0.06% |
| 3m Company | 7,610 | US$1.23M | 0.06% |
| Cisco Systems, Inc. | 9,682 | US$1.14M | 0.05% |
| Rtx Corporation | 5,752 | US$1.09M | 0.05% |
| Merck & Company, Inc. | 8,298 | US$1.07M | 0.05% |
| Texas Instruments Incorporated | 3,560 | US$1.06M | 0.05% |
| Intel Corporation | 7,350 | US$1.03M | 0.05% |
| Pultegroup, Inc. | 7,145 | US$980K | 0.05% |
| On Semiconductor Corporation | 10,363 | US$980K | 0.05% |
| Salesforce, Inc. | 5,802 | US$909K | 0.04% |
| Cirrus Logic, Inc. | 5,936 | US$882K | 0.04% |
| Lam Research Corporation | 2,016 | US$874K | 0.04% |
| Clorox Company (the) | 8,934 | US$853K | 0.04% |
| Goldman Sachs Group, Inc. (the) | 811 | US$820K | 0.04% |
| Citigroup, Inc. | 5,803 | US$812K | 0.04% |
| Curtiss-wright Corporation | 1,038 | US$787K | 0.04% |
| Uber Technologies, Inc. | 10,806 | US$780K | 0.04% |
| Colgate-palmolive Company | 8,390 | US$769K | 0.04% |
| Hsbc Holdings Plc | 7,772 | US$739K | 0.03% |
| Bank Of America Corporation | 11,869 | US$676K | 0.03% |
| D.r. Horton, Inc. | 4,075 | US$664K | 0.03% |
| Union Pacific Corporation | 2,413 | US$656K | 0.03% |
| Mitsubishi Ufj Financial Group, Inc. | 32,721 | US$651K | 0.03% |
| Fortinet, Inc. | 4,214 | US$647K | 0.03% |
| Blackstone Inc. | 5,036 | US$593K | 0.03% |
| Delta Air Lines, Inc. | 6,263 | US$587K | 0.03% |
| Crowdstrike Holdings, Inc. | 744 | US$568K | 0.03% |
| Analog Devices, Inc. | 1,395 | US$554K | 0.03% |
| Ebay Inc. | 4,739 | US$530K | 0.02% |
| Oracle Corporation | 3,505 | US$514K | 0.02% |
| Kla Corporation | 1,604 | US$484K | 0.02% |
| Automatic Data Processing, Inc. | 2,092 | US$469K | 0.02% |
| Hut 8 Corp. | 3,986 | US$460K | 0.02% |
| Pepsico, Inc. | 3,365 | US$456K | 0.02% |
| Lennar Corporation | 4,483 | US$406K | 0.02% |
| Thermo Fisher Scientific Inc | 800 | US$401K | 0.02% |
| Stryker Corporation | 1,221 | US$384K | 0.02% |
| Tjx Companies, Inc. (the) | 2,524 | US$382K | 0.02% |
| Shopify Inc. | 3,345 | US$382K | 0.02% |
| The J.m. Smucker Company | 3,337 | US$375K | 0.02% |
| Expedia Group, Inc. | 1,431 | US$366K | 0.02% |
| Match Group, Inc. | 8,746 | US$333K | 0.02% |
| Entegris, Inc. | 1,832 | US$330K | 0.02% |
| Coherent Corp. | 823 | US$325K | 0.02% |
| Xylem Inc. | 2,729 | US$323K | 0.02% |
| United Airlines Holdings, Inc. | 2,344 | US$319K | 0.02% |
| Idexx Laboratories, Inc. | 600 | US$316K | 0.01% |
| Bristol-myers Squibb Company | 5,252 | US$303K | 0.01% |
| At&t Inc. | 14,071 | US$291K | 0.01% |
| Monster Beverage Corporation | 2,967 | US$285K | 0.01% |
| Ptc Inc. | 2,438 | US$277K | 0.01% |
| Comcast Corporation | 11,037 | US$271K | 0.01% |
| Parker-hannifin Corporation | 265 | US$259K | 0.01% |
| Robinhood Markets, Inc. | 2,581 | US$259K | 0.01% |
| Gartner, Inc. | 1,991 | US$258K | 0.01% |
| Pacific Biosciences Of California, Inc. | 152K | US$256K | 0.01% |
| Qualcomm Incorporated | 1,375 | US$254K | 0.01% |
| Norfolk Southern Corporation | 806 | US$254K | 0.01% |
| Cheniere Energy, Inc. | 1,010 | US$241K | 0.01% |
Every holding of Main Street Research LLC
Source
View original at SEC
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