EdgeMarket › What Main Street Research Llc reported owning
What Main Street Research Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.7BPositions
148Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 108.3M | 6.3% | 620.8K | 214.72 | +22.4% |
| AAPL Apple Inc. | 102.4M | 6.0% | 403.6K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 89.7M | 5.2% | 311.8K | 344.82 | +73.0% |
| ISCF iShares International Small-Cap Equity Factor | 81.9M | 4.8% | 2.0M | 46.03 | +14.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 75.4M | 4.4% | 223.2K | 418.95 | +83.3% |
| XBI State Street SPDR S&P Biotech ETF | 72.5M | 4.2% | 567.5K | 165.73 | +85.8% |
| JPM JPMORGAN CHASE & CO | 65.8M | 3.8% | 223.8K | 351.58 | +20.3% |
| AVGO Broadcom Inc. | 65.7M | 3.8% | 212.4K | 368.45 | +26.5% |
| MCK MCKESSON CORP | 58.6M | 3.4% | 67.8K | 858.90 | +22.2% |
| AMZN AMAZON COM INC | 56.1M | 3.3% | 269.2K | 258.63 | +15.6% |
| ASML ASML HOLDING NV | 55.1M | 3.2% | 41.7K | 1,763.76 | +135.3% |
| GLW CORNING INC /NY | 52.7M | 3.1% | 387.7K | 149.84 | +132.0% |
| COST COSTCO WHOLESALE CORP /NEW | 46.0M | 2.7% | 46.1K | 947.74 | -4.7% |
| JNJ JOHNSON & JOHNSON | 45.7M | 2.7% | 186.9K | 270.24 | +51.1% |
| EWY iShares MSCI South Korea ETF | 44.5M | 2.6% | 361.9K | 178.34 | +149.9% |
| GEV GE Vernova Inc. | 44.2M | 2.6% | 50.7K | 956.85 | +58.3% |
| GLDM World Gold Trust | 43.5M | 2.5% | 469.5K | 91.32 | +37.7% |
| CAT CATERPILLAR INC | 43.3M | 2.5% | 61.1K | 827.90 | +96.8% |
| WMT Walmart Inc. | 42.9M | 2.5% | 344.9K | 103.70 | +1.1% |
| CCJ CAMECO CORP | 42.3M | 2.5% | 389.1K | 102.51 | +45.5% |
| META Meta Platforms, Inc. | 40.6M | 2.4% | 71.0K | 549.90 | -26.5% |
| APH AMPHENOL CORP /DE/ | 38.0M | 2.2% | 301.0K | 157.01 | +44.5% |
| BHP BHP Group Ltd | 37.8M | 2.2% | 519.2K | 97.03 | +81.1% |
| AZN ASTRAZENECA PLC | 37.6M | 2.2% | 190.6K | 165.98 | — |
| MU MICRON TECHNOLOGY INC | 36.9M | 2.1% | 109.1K | 966.78 | +724.8% |
| RY ROYAL BANK OF CANADA | 36.0M | 2.1% | 222.6K | 205.23 | +50.4% |
| KEYS Keysight Technologies, Inc. | 31.9M | 1.9% | 112.9K | 316.13 | +99.4% |
| MSFT MICROSOFT CORP | 25.0M | 1.5% | 67.5K | 483.24 | -4.4% |
| PLTR Palantir Technologies Inc. | 24.5M | 1.4% | 167.6K | 179.94 | +15.3% |
| PG PROCTER & GAMBLE Co | 21.9M | 1.3% | 151.6K | 144.68 | -9.3% |
| BCS BARCLAYS PLC | 18.0M | 1.0% | 851.0K | 26.83 | +32.4% |
| FICO FAIR ISAAC CORP | 9.0M | 0.5% | 8.5K | 1,172.67 | -12.8% |
| IBIT iShares Bitcoin Trust ETF | 7.5M | 0.4% | 196.1K | 43.68 | -32.7% |
| GOOG Alphabet Inc. | 6.7M | 0.4% | 23.4K | 341.75 | +70.7% |
| unmapped CUSIP 084670702 | 5.7M | 0.3% | 12.0K | — | — |
| PANW Palo Alto Networks Inc | 5.5M | 0.3% | 34.0K | 357.87 | +94.0% |
| MCD MCDONALDS CORP | 4.8M | 0.3% | 15.5K | 270.95 | -13.5% |
| TSLA Tesla, Inc. | 4.6M | 0.3% | 12.3K | 362.86 | +12.0% |
| SCHW SCHWAB CHARLES CORP | 4.4M | 0.3% | 46.4K | 112.30 | +17.6% |
| ANET Arista Networks, Inc. | 4.3M | 0.2% | 35.0K | 188.65 | +43.5% |
| XOM ExxonMobil Holdings Corp | 4.1M | 0.2% | 23.9K | 165.11 | +52.1% |
| WFC WELLS FARGO & COMPANY/MN | 3.7M | 0.2% | 46.9K | 83.84 | +7.3% |
| unmapped CUSIP 084670108 | 3.6M | 0.2% | 5 | — | — |
| CVX CHEVRON CORP | 3.5M | 0.2% | 16.9K | 205.27 | +34.0% |
| ADSK Autodesk, Inc. | 3.4M | 0.2% | 14.4K | 253.82 | -12.1% |
| IXUS iShares Core MSCI Total International Stock ET | 3.3M | 0.2% | 38.6K | 97.94 | +22.5% |
| V VISA INC. | 3.1M | 0.2% | 10.2K | 371.04 | +7.9% |
| LLY ELI LILLY & Co | 2.7M | 0.2% | 2.9K | 1,255.40 | +78.0% |
| URTH iShares MSCI World ETF | 2.7M | 0.2% | 14.7K | 209.07 | +19.7% |
| ABBV AbbVie Inc. | 2.2M | 0.1% | 10.3K | 264.96 | +26.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →